Configuring Gmail or Google Workspace Email Settings

If you use a Gmail or Google Workspace (formerly G Suite) email account, KC Cloud can connect directly to Google using a secure authorization process. Once configured, you can use Gmail to send appointment confirmations, invoices, receipts, welcome emails, vaccination reminders, and other client communications.

Enter Your Email Address

Navigate to:

Setup > Business Info

Enter the email address you would like to use.

Examples:

• yourbusiness@gmail.com
• yourname@yourdomain.com (Google Workspace)

⚠️ Important: The email address entered in Business Info should be the same account you authorize during the Gmail setup process.

Configure the Email Settings

Select the Email tab and enter the following information:

Setting	Value
Outgoing Server	smtp.gmail.com
Authentication Type	Login
Username	Full Gmail or Google Workspace email address
Password	Your email password

Once the settings have been entered, click Test Email Settings.

Authorize Your Google Account

When prompted, click Yes.

KC Cloud will now begin the Google authorization process.

Click the authorization button that appears.

A web browser window will open allowing you to sign in to your Google account.

Complete Google's Verification Process

1. Click Advanced if prompted.
2. Continue to the authorization page.
3. Select the Google account that matches the email address entered in Business Info.
4. Click Continue.

 

Depending on your Google security settings, you may be asked to:

• Enter your password
• Enter a verification code
• Approve a sign-in request
• Complete multi-factor authentication

Follow Google's prompts to complete the authorization process.

⚠️ Important: If you have multiple Google accounts, be sure to select the same email address that was entered in KC Cloud.

Verify the Connection

Once authorization is complete, KC Cloud will display a success message and send the test email.

If the test email is received successfully, your Gmail or Google Workspace account has been configured correctly and is ready to use.

💡 Quick Tip: If the test email does not arrive, verify that the correct Google account was selected during authorization and repeat the authorization process if necessary.

Using Email Features

After setup is complete, you can send emails from various areas of KC Cloud.

Send a Company Email

Navigate to:

User Tools > Send Company Email

Send an Email from a Client Profile

Common Uses

Once Gmail or Google Workspace has been configured, it can be used for:

• Appointment confirmation emails
• Welcome emails
• Vaccination reminder emails
• Invoice and receipt emails
• Company emails
• Automated client communications