How to set up client emails

Client emails work straight away. You don’t need to set anything up to send your first email.

A clinic admin should still set two things, so replies go to the right inbox and every email from your clinic ends the same way.

Where to change it

In VetNotes, go to Settings → Emails.

What you can change

Setting	What it does	Who can change it	Applies to
Sender name	The name clients see the email come from, usually your clinic name. If it’s blank, emails come from “VetNotes”.	Clinic admins	Your whole clinic
Reply to address	The email address client replies go to. Usually your reception inbox.	Clinic admins	Your whole clinic
Email footer	Added to the bottom of every email. Add your clinic name, phone number, address and logo.	Clinic admins	Your whole clinic
Email Log	A list of every email sent from your clinic.	Anyone in the clinic can view it	Your whole clinic

Set up your clinic’s emails

1. Go to Settings → Emails.
2. If you belong to more than one clinic, choose the clinic at the top of the page.
3. In Reply to address, type your clinic’s email, for example reception@greenfieldvet.com.
4. In Email footer, add your clinic name, phone number and address. You can add your logo too.
5. Click Save.

Note

Only clinic admins can change these settings. Everyone else can see them but can’t edit them.

Integrations

If your clinic uses one of these PiMS integrations, emails about a consult are saved to that client’s record automatically. There’s nothing else to set up.

• RxWorks: saved to the client’s communication log.