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To send appointment reminders or reports via email, you must first configure an email provider. To do so, follow these steps:
- From the main menu, open Options.
- Select Email Delivery Providers > Add.
- Click on Log in with Microsoft.
- Log in using the login credentials for the respective account.
- Allow emails to be sent from your account. A window will open for you to save the email provider.
- If access is blocked by your organization, contact your IT administrator. portatour® requires only permission to send emails; it does not require access to mailboxes.
- Click Save.
- You will receive a test email sent from portatour® through the provider you have set up.
Notes:
- An email delivery provider can only be set up by the user, as this requires the user's individual permissions with Microsoft.
- Administrators and supervisors can also use the Send appointment notice by email and Send report via email functions in other users' workspaces, provided they have configured their own provider. Emails are always sent via their own provider.
- All sent emails are stored by the email provider in the sent items.
- Several email delivery providers can be configured at the same time. When sending, you then select which provider the email should be sent through.
Further information
- To learn how to notify your clients of your appointments via email, visit Send appointment notice by email.
- Under Send report via email, you will learn how to send reports via email, e.g. to internal sales.