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How to set up email in Insight

Where to set up email #

  1. Click Setup (May be under More)
  2. Click System Setup.
  3. Click the Email/SMS Setup tab.

Where to set your email server settings #

Click on the Server Setup option on the left side of the screen


Note: Scroll to the bottom of this article to find some of the common server settings.

Where to set you email account logins #

  • There are 2 sections for email accounts, Confirmations and Marketing.

    • Confirmations – This is where you enter the email account you want to send appointment confirmations from.
    • Marketing – This is the account you want to send marketing and everything else from (receipts, pay stubs, etc.)

Important:

These accounts have to be from the same email provider.

Common Server Settings #

Note: If we don’t have your server settings here, you would need to get them from your email provider.

Provider Settings
Gmail Incoming Server: pop.gmail.com
Outgoing Server: smtp.gmail.com
Enable My outgoing mail server requires authentication
Enable My Mail Server Requires SSL
Incoming Port: 995
Outgoing Port: 587
Email Address:  Your full email address
Email Account Login: Your full email address
Password: Your email password

Issues logging in?Make sure POP is turned on in your Gmail account
https://support.google.com/mail/answer/7104828?hl=en

Or

Try creating an app password in Gmail to use instead of your normal password
https://support.google.com/accounts/answer/185833

 

Hotmail
or
Outlook
Incoming Server: pop-mail.outlook.com
Outgoing Server: smtp-mail.outlook.com
Enable My Mail Server Requires Authenication
Enable My Mail Server Requires SSl
Incoming Port: 995
Outgoing Port: 587
Email Address:  Your full email address
Email Account Login: Your full email address
Password: Your email password
Yahoo Incoming Server: pop.mail.yahoo.com
Outgoing Server: smtp.mail.yahoo.com
Enable My outgoing mail server requires authentication
Enable My Mail Server Requires SSL
Incoming Port: 995
Outgoing Port: 587
Email Address:  Your full email address
Email Account Login: Your full email address
Password: Your email password

Too many bad authentication attempts error

If that does not work:

Godaddy Incoming Server: pop.secureserver.net
Outgoing Server: smtpout.secureserver.net
Enable My Mail Server Requires Authenication
Incoming Port: 110
Outgoing Port: 80 or 25
Email Address:  Your full email address
Email Account Login: Your full email address
Password: Your email password

 

 

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