Updating Account Email Settings

Overview

It is important to keep your default reply to email settings up to date to ensure communication regarding your account and clients are notifying the correct person.

Please note that unless these are updated, the primary email on the account will be considered for all the fields.

Instructions

Before beginning, make sure you have:

• Login information for www.WiseOption.com account portal

Step-by-Step Instruction

1. Visit www.WiseOption.com > Login

2. Enter your account credentials (Hint: this is NOT the same as your login inforamtion to the software)

   1. If you do not remember your password, click "Forgot Password"

   2. If you do not rememeber your account email, please contact Wise Option Support

3. Using the left side menu, navigate to "My Account"

4. Under Default "Reply To" Settings > Click Update Settings

   
5. Enter the name of the person managing those emails on the left and their email on the right.

   1. Insemination Reply To: For users with the Equine Breeders package, this controls which email should recieve responses from the Insemination Feedback emails. If your business does not use the Equine Breeders package, you can skip this

   2. eBilling Reply To: This sets the default email that responses to eBills sent to customers should go to. Please note that users can change this email when they are sending eBills.

   3. Account Statement Send To: This sets the default email that should receive copies of invoices for your Wise Option Subscription

   4. Support Ticket Send To: This is the default email that any support tickets (Subscription changes, additional packages, etc) created for your account will be delivered to.

   5. eBilling Payment Receipt To: Default email which copies of payment receipts are sent to when a customer makes a payment online via our PCI complaint credit card integration.

   6. Customer Profile Update To: the email which will receive notifications when a customer updates any information (contact info, credit card, etc) on their client portal.

   7. Custom Field - Online Invoice Review Comments Sent To: The email which will receive notifications when a reviewer leaves a comment on an invoice. This is only applicable for businesses that untilze the Invoice Custom Field feature. If you do not use this feature, you may ignore this.

   8. Appointment Reply To: the email that will receive responses from customers that reply to email calendar appointment notifications.

6. Once completed, please click Submit