Connect your email

Your CRM sends email for you — appointment confirmations, reminders, and post-sale follow-ups. This step makes sure those messages go out under your name so clients recognize who they’re hearing from.

Email works out of the box

Client Streamline can send email the moment your account is active — you don’t have to sign up for a separate email service to get started. What this step does is make that email clearly yours: your name, your address, your replies coming back to you.

Some of this may already be done

Depending on how your account was set up, your sending address may already be configured for you. If your test email (below) arrives looking right, you’re set.

Set your sending name and address

1. Open Settings from the left menu.
2. Go to Email Services.
3. Confirm the sending address shown is the one you want clients to see. If you want to send from your own address or domain, add it here — you can connect your own email service (for example, a Google or Microsoft account) from this same screen.
4. Set your from name to how you want to appear in a client’s inbox (usually your name or your agency name).

Send yourself a test

Before you rely on it, prove it works:

1. Create a new email to your own address (from Conversations, or by sending yourself a test from a contact record).
2. Send it, then check that it arrives, shows the right from name and address, and that when you reply, the reply comes back into Conversations.

If anything looks off — wrong address, replies not coming back — that usually means a sending setting still needs attention.

Keep client email secure

Only send protected health information through the platform’s secure channels, and never include full policy numbers or health details in a subject line.

Next step

With email working, set up your phone and texting so you can reach clients the way they prefer → Set up your phone and texting.