Main Communication Settings

• Forward Text Message Replies To: When clients reply to an SMS sent from Zanda, their reply will appear in the Messaging Panel for your practice to manage. Optionally, you can also enter a mobile number here to have those replies forwarded by SMS to that number. For appointment reminder replies forwarding, configure this per practitioner under User Menu > Account Settings > Team > Practitioners > [Practitioner] > Settings.

• Business Email Address: This email address will be applied in the Email From Address field by default when sending an email from Client Profile > Communication > New Email without a communication email template. When a client replies to this email, the reply will be sent to this email address. You may opt to forward non-standard client replies to SMS appointment reminders to this email address. Go to User Menu > Account Settings > Team > Practitioner > Settings to configure this setting.

• Name Shown In Email: This Name will be applied in the Email From Name field by default when sending an email from Client Profile > Communication > New Email without a communication email template.

  • Note: Business Email Address and Name Shown In Email apply only when sending a one-off email from Client Profile > Communication > New Email without selecting a communication template. They do not affect the From Name or From Address on your saved communication templates — those are configured within each template individually at Tools > Communication > Templates.

• Merge Client’s Time Zone in Client Communications: this will help to automatically convert appointment times in communication messages sent to your interstate clients who live in different time zones.

• Enable Date of Birth for Form Authentication: lets clients verify their identity with their date of birth when they open a form that requires authentication. When enabled, a client who has a date of birth on their profile is asked to confirm it; a client without one authenticates by email or mobile number as before. Read here to learn more.

• Form Email Template: select an email template to be used as a default when emailing a client’s form as an attachment from Client Profile > Records > Forms or Client Profile > Admin > Admin Forms.

• Note Email Template: select an email template to be used as a default when emailing a client’s note as an attachment from Client Profile > Records > Notes or Client Profile > Admin > Admin Notes.

Click on the below links to learn more about

• Telehealth options,
• Integration with Mailchimp
• and Using Zanda and Custom Email Servers.