Step 5: Setting up your third-party Services with a SendGrid

Outlines the step-by-step process for configuring DNS settings to enable emails to be sent from your custom domain. This ensures better deliverability (e.g., avoiding spam folders) for appointment reminders, quotes, and follow-ups.

Procedure:

Step 1: Navigate to Email Settings

1. Log in to your company portal or admin dashboard.
2. Go to Branch Settings.
3. Scroll to and select Third-Party Services.
4. Click on the first listed option: Email for Notifications.

💡 Note: If you do not see this option, ensure your user role has administrative privileges or contact your system administrator.

Step 2: Enter Email & Domain

1. In the email configuration section, enter the email address you want emails to send from, such as [e-mail].
2. Ensure the domain matches your website (e.g., if your site is cleancompany.com, the email should be like [e-mail]).
    

Step 3: Authenticate the Domain

1. A list of DNS records will be provided (e.g., TXT, CNAME, MX).
2. Copy each record individually.
3. Access your domain host provider (e.g., GoDaddy, Squarespace, Cloudflare).
4. Add the copied DNS records to your domain’s DNS settings.

🛠 Need Help? Use links or help articles provided for your hosting provider inside the platform.

Step 4: Verify the Domain

1. Return to the configuration screen in your software.
2. Click Verify.
3. Wait up to a few hours for DNS propagation.
4. A green checkmark or "Verified" status will appear once successful.

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🛠 Troubleshooting Tips:

• If verification fails, double-check the DNS records for formatting errors.
   
• Contact your webmaster, hosting provider, or the software support team for assistance.