In order to utilize integrated email features within The Edge you must configure the software to use your email settings. Email settings are split between four types. To see them, click Administrative > Email Settings.
See the sections below for specific instructions based on your email provider.
NOTE: You can use the same email settings for all four types. If you are doing this, setup Customer Marketing FIRST as there is an option to copy these settings to the other screens.
Receipts / Job Details |
Settings used when emailing receipts and job envelopes |
Customer Marketing |
Settings used when sending out emails to customers via the Clientele > Email feature |
Notifications |
Settings used when sending notifications to customers |
Internal |
Settings used when sending emails internally to associates such as schedules and appointments reminders |