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SMTP Setup

SMTP (Simple Mail Transfer Protocol) is the standard for sending email. InSched must be configured with your SMTP server details before it can send emails.

For a quick overview, see also the existing Configure SMTP to Send Email page.

Accessing SMTP Setup​

The SMTP Setup dialog is available from Preferences or the Setup menu.

Configuration Fields​

Server Settings​

  • SMTP Server - The address of your mail server (e.g., smtp.mailgun.org, smtp.gmail.com, smtp.office365.com)
  • SMTP Port - Choose from standard ports:
    • 25 - Standard SMTP (often blocked by ISPs)
    • 465 - SMTP over SSL
    • 587 - SMTP with STARTTLS (recommended)
    • Custom - Enter a custom port number

Authentication​

  • SMTP Authentication - Check this box if your server requires a username and password (most do)
  • SMTP Username - Your email account username or API key
  • SMTP Password - Your email account password or API secret
  • Show Password - Toggle to reveal the password while typing

Encryption​

  • SMTP SSL - Choose the encryption method:
    • No SSL - No encryption (not recommended)
    • May use SSL - Use SSL if available
    • Require SSL - Require SSL connection
    • Start TLS - Use STARTTLS upgrade (recommended for port 587)

Sender Information​

  • SMTP From Name - The name that appears in the "From" field of sent emails (e.g., "Dr. Nachbar's Office")
  • SMTP From Address - The email address used as the sender

Vault Password​

Click Set Vault Password to add an extra layer of encryption to protect your SMTP credentials stored on this workstation.

Actions​

  • Test - Send a test email to verify your configuration
  • Save Configuration - Save the current settings
  • Reload Configuration - Reload settings from the saved configuration
  • Delete Configuration - Remove the saved configuration
  • Disabled - Check to disable email sending from this workstation

Email Services​

If your practice does not already have an SMTP service, you can use a dedicated email sending service such as:

  • Mailgun - Allows up to 100 emails per day on their free plan
  • Amazon SES - Low-cost, high-volume email service
  • SendGrid - Email delivery service with free tier

These services are often preferred over using your practice email directly, as they provide better deliverability and avoid potential issues with your primary email account.

Per-Station Configuration​

SMTP settings are configured per workstation. This means each computer in your office can have its own email configuration, or you can disable email sending on workstations where it is not needed.