Navigate to Settings > Emails to access these settings.
- Header
- Signature
- Domain
The email header appears at the top of every automated email your clinic sends — receipts, invoices, appointment notifications, and more. Use it to add your clinic branding, a welcome message, or important contact details.
Edit the Email Header
Write your header content
Use the rich text editor to compose your header. The toolbar lets you:
- Format text — bold, italic, underline, strikethrough, and headings.
- Add lists — bullet or numbered lists.
- Insert links — highlight text and click the link button, or press
Cmd+K. - Insert images — click the image button to upload a logo or banner.
- Attach files — click the paperclip button to include file attachments.
- Align content — align text or images left, center, or right.
Insert dynamic values
Type
@ anywhere in the editor to see a list of available variables. Select a variable to insert it. These values are automatically filled in when the email is sent. Available variables include your clinic name, phone number, and other details.Advanced Configuration
Dynamic Variables
Dynamic Variables
Both the header and signature editors support dynamic variables via the
@ shortcut. When an email is sent, variables are replaced with real values such as the provider’s name, clinic phone number, or location address. This means a single template works for all providers and locations without manual editing.Permissions
Permissions
Email settings use these permissions:
- Manage Email Domains — Required to add, verify, or delete a custom email domain. Without this permission, domain actions are disabled.
- View Email Domains — Required to view the email domain configuration and DNS records.
- Users with standard admin access can edit the header and signature.