In this article, we'll guide you through setting up a default sender address from the setup menu.
Step 1: Access Sender Addresses
To begin, log in to your Pabau account. Next, navigate to Setup in the left sidebar menu. Navigate to Marketing and Communication and choose Sender Addresses.
Step 2: Create a Sender Address
When the Sender Address window opens, you can view or create new sender addresses. To create a new sender address and set it as default, click the "Create a sender" button and choose either email or SMS.
Click "Default Sender" toggle in the menu to set a default sender address.
NOTE: Setting a sender address as default results in it being displayed to clients when receiving notifications such as appointment confirmations, reminders, newsletters, or other automated communications.
Step 3: Confirm Default Sender Address
If you have previously created a sender address you want to make as default, click on the three vertical dots in the top right corner and select "Confirm."
Ensure you have set the visibility to "Shared" so this email can be visible when clients receive notifications.
Once confirmed, you can refresh the page, and a blue tick will appear next to the email you've set to default, indicating that it is the default sender.
Step 3: Use Other Sender Addresses
If you want to use another sender address you've previously created, you can find it in the dropdown menu when emailing the client from their client card.
By following these steps, you can create a sender address and choose which one will be your default by confirming the email.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.