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<p class="sty__xl2rd6__cls sty__hlemuz__cls"><span class="size sty__kxhcm9__cls sty__im9gk6__cls">You can set KC to send welcome emails when creating new client records.&nbsp; KC will send the email once you hit Save on a new client record.</span></p>
<p class="sty__rnv0tt__cls sty__0j0fsb__cls"><span class="size sty__541ipk__cls sty__qxljj7__cls">&nbsp;</span></p>
<p class="sty__nazbsi__cls sty__156621__cls"><span class="size sty__uu7plo__cls sty__fg2krj__cls">Click on Setup, Business info, Emails tab.</span></p>
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<div><span class="size sty__uu7plo__cls sty__uri60q__cls"><img src="https://help.softwareconnectionllc.com/galleryDocuments/edbsn8a4985fd4150355fad90ba1054824e1889134d833ae0a393979d51792047dd9153553408d7729de62e9f9cd332f96626?inline=true" class="sty__exkcch__cls"></span></div>
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<div><span class="size sty__uu7plo__cls sty__05aevc__cls">Scroll down to Welcome email.&nbsp; Click</span><span class="sty__4mxiv8__cls">&nbsp;the box for 'Enable welcome emails'.&nbsp;&nbsp;</span><span class="sty__slk2il__cls">You can also check the box to CC your company email.</span></div>
<p class="sty__ctkx7n__cls sty__qoq0s7__cls"><span class="size sty__e5m90o__cls sty__p8igr4__cls">&nbsp;</span></p>
<p class="sty__erbj5i__cls sty__vsyfrf__cls"><span class="size sty__8tvqtl__cls sty__puawed__cls">Enter your message in the text box.&nbsp; If you choose not to enter a message, KC will send a default message of 'Welcome'.</span></p>
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<div><span class="size sty__8tvqtl__cls sty__902hx2__cls">Scroll to the top of the page and hit Save.</span></div>
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<div><span class="size sty__8tvqtl__cls sty__iluzuf__cls"><img src="https://help.softwareconnectionllc.com/galleryDocuments/edbsn51cbdafc5b6df5df0c3f2cc92bca1ae3f82ab1356ae7c65502427896a1dccf0ff8587ba0171045144205b9a930771941?inline=true" class="sty__07kxu3__cls"></span></div>
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You can set KC to send welcome emails when creating new client records.  KC will send the email once you hit Save on a new client record.

 

Click on Setup, Business info, Emails tab.

 

 
Scroll down to Welcome email.  Click the box for 'Enable welcome emails'.  You can also check the box to CC your company email.

 

Enter your message in the text box.  If you choose not to enter a message, KC will send a default message of 'Welcome'.

 
Scroll to the top of the page and hit Save.
 


Welcome email

Require email address on file

Email Setup - Gmail & GSuite/Workspace

Email Setup - Microsoft Office 365

Automated emails - Setup/Usage

Cancellation Emails

Confirmation emails

Emailing Invoices & Receipts

Email System

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