When you send a questionnaire, appointment slots, or payment request to a client, NutriAdmin will send them an automated email on your behalf. The automated email will always:
- add you as a recipient in the "CC" field of the email
- add your client in the "to" field of the email
- add you in the "reply-to" field of the email
- have "firstname.lastname@example.org" as the sender in the "from" field
Since NutriAdmin is sending the email, the email has to always originate from "email@example.com", NutriAdmin cannot directly send the email from your own address since it does not have access to your email account. It is possible however to change the name your client sees for this "from" field in the email.
In particular, if your name is "Diego Oliveira" then you can choose amongst the following two options for what your client sees:
- Diego Oliveira, firstname.lastname@example.org
- NutriAdmin no-reply, email@example.com
Below are a couple of screenshots showing how this would look like on Apple Mail from the client's perspective. Other mail providers will look similar.
When using your own name:
When using NutriAdmin no-reply:
You can change which way you want the email to look like in the settings by following these steps:
Step 1: Click on Settings on the left-side menu.
Step 2: Click on the Branding tab.
Step 3: Scroll down in the page and select use my own name or use "NutriAdmin no-reply".
Step 4: Save your changes on the top-right corner of the screen
There are advantages and disadvantages of choosing either name. If you use your own name, clients will have an easier time identifying your name and messages in their inbox.
On the other hand, if a client may mistakenly reply to nutriadmin insted of to you. Since a client will see your name, firstname.lastname@example.org, they may assume that your email is "email@example.com" and send a message there.
In any case, when a client hits the reply button in an email, replies will always go to you. Errors can only happen when the client manually types the email address.
Finally, firstname.lastname@example.org is an email account only used to send automated emails. This email address is not monitored, and any incoming emails are deleted, along with any potential attachments. When someone emails email@example.com they will receive an automatic response saying that they have reached the wrong inbox.
Taking the above into consideration you can choose wheter you prefer to use your own name or NutriAdmin no-reply.