Configuring Email and SMS Providers for Notifications

  1. To ensure seamless communication and stay updated with important notifications from the Hybrid application, it is crucial to set up the email and SMS provider information. By configuring your organization’s preferred provider, you can receive timely alerts and stay informed about essential events.

  2. In this step, you will need to enter the necessary details of your organization’s preferred email and SMS provider. These details will be used to establish a connection between KloudHybrid and the chosen provider.

  3. For setting up the email notifications, refer to the comprehensive Email (SMTP) Setup document. This guide provides detailed instructions on how to configure the email provider successfully.

  4. If you also wish to receive SMS notifications, refer to the dedicated SMS Setup document. This guide will walk you through the steps to configure the SMS provider and enable SMS notifications.

Subsections of Configuring Email and SMS Providers for Notifications

Email (SMTP) Setup

  1. To enable email notifications in the system, first an SMTP server must be added. If no SMTP server is added, users will not receive notifications about upcoming bookings, cancellations, or check-in reminders. Guests will not receive instruction emails letting them know how to get on site. Administrators will not receive any reports that are configured to automatically send via email.
  2. Navigate to the Advanced Settings page, then to Configuration -> Integrations -> Communications. Check the enable check box under Email settings as seen in the figure below.
  3. Obtain the provider’s Host Name, Port, Username, and Password from the SMTP server you are using and enter them in the associated fields below.
  4. Then type “from email” and “from the name” into the appropriate fields. This will be the email address & from the name users see emails coming from when they receive notifications.
  5. Check TLS/SSL if your SMTP server is configured to use these protocols.
  6. Enter your email address into the “Send a test email to ….” Field, and click Save & Test. You should receive an email from the system. If not, check to make sure the values entered in steps 2 – 4 are correct.
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SMS Setup

  1. To enable SMS notifications in the system, first an SMS provider must be added. If no SMS provider is added, users will not receive notifications about upcoming bookings, cancellations, or check-in reminders.
  2. Navigate to the Advanced Settings page, then to Configuration -> Integrations -> Communications. To enable SMS settings, check the enable check box.
  3. Select the provider from the dropdown menu.
  4. Different providers will have different required fields. Get the information from your SMS provider and copy it into the fields in the system.
  5. Enter the sender’s phone number in the “Phone number to send from” text box.
  6. Enter your phone number into the “Send test SMS to ….” Field, and click “Save & Test”. You should receive a SMS from the system. If not, check to make sure the values entered in steps 2 – 4 are correct.
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