Client Did Not Receive An Appointment Email Confirmation

Taxaroo automatically sends out an email to the client when an appointment has been scheduled.  In addition to the scheduled appointment email notification the platform will automatically send out an email reminder 10 min before the scheduled time.

Client has not received an email reminder

Step 1: Confirm that the appointment has been scheduled successfully: Navigate to the appointments module and click on the appointment that you are concerned about and make sure that the correct client is under participants.

Step 2: Ask your client to check Spam/Junk/Promotion folders to see if the email was routed there by their email provider.

Step 3: Ask your client to check on the settings of the email provider to make sure that the email provider automatically does not combine emails from the same sender into one email. Gmail for example groups all emails from the same sender into one and includes the latest email at the bottom of a thread, which is difficult to find.

Here are directions from Gmail on how to disable grouping of emails so each email from the same sender is delivered separately:

Step 1: Go to your Gmail.

Step 2: In the top right corner, click on settings.

Step 3: Scroll down to the email threading section.

Step 4: Uncheck conversation view.

Step 5: If your client is using Microsoft emails such as Hotmail, msn, or outlook. Ask them, if they could use a different non-Microsoft email. Microsoft randomly blocks emails from AWS (Amazon Web Services) our hosting provider. This is something that is beyond our control and we did contact these providers but they never responded. If your client has any of these, the client could either contact the email provider to white list Taxaroo or sign up with a different provider (e.g. Gmail).