This document outlines the steps for setting up reply-to emails, ensuring client communications are directed to the correct address.
Importance of Reply-To Emails
It is crucial to have a reply-to email address set on all of your email documents. This ensures that client replies are sent directly to your designated email address. This could lead to missing important communications from your clients.
Note: If the reply-to email field is left blank, any replies from clients will not be returned to the clinic.
For a visual walkthrough, please refer to the support video available here
1. Set the clinic’s Email Address in Settings
The clinic’s email address must first be correctly entered into Panacea’s settings field. This will be the email address that can be accessed by staff on a regular basis in order for them to read and respond to reply emails from clients.
Navigate to Settings in your account.
Go to Clinics.
[Settings>Clinics>”Clinic Name”>General}
Add the desired email address in the Email field
2. Create an Email Template
It is in the email template that you can record your clinic’s email and ensure your client’s replies are received by the right people in your organisation.
Select Templates.
Go to Emails.
Click on Add new template.
OR
Click on Edit template if you are adding this to an existing template
The reply-to email address should auto-populate for you.
Create your email template.
Click the Save button.
And that's it! Your ‘reply to’ email address should now be in your email template, allowing your clients to respond directly to you.