Plan Description

Purchasing Standard Email - Domain Information

In this section, we will go over the following:

1. First Time Initial Purchase of Standard Email
2. Additional Standard Email Purchases (after initial purchase)

First Time Initial Purchase of Standard Email

This will go over the initial purchase of PBHS Hosted Email or Hosted Microsoft Exchange Email for the first time.

1. Once you login
2. Scroll down, and select Update Profile
   
        
3. Click directly on the avatar/name of your user, located in the top right hand corner:
   
         
4. Select the Manage Standard Email Accounts option:
   
        
5. Under Purchase Options, enter your standard email website URL under the Domain Name field below:
   1. 1. If the domain isn't available, you will see the below red status directly below the Domain Name text field (this means there is already a matching account for this domain, please contact PBHS Support for further guidance).
         
                
      2. Once your available domain name/website URL is entered, select the Next button located in the top/right section of your screen:
         

Now you are ready to set your Plan Options.

Purchase Additional Standard Email

If you have already purchased standard email through this account, follow the instructions here to purchase any additional standard emails needed.

1. Once on the Manage Standard Email page
2. Select the Purchase Emails button:
   
          
3. On the Domain Information tab, you will see a drop down labeled Or Select an existing domain to modify:
   
   
   • You can select the existing domain name you previously purchased standard email from, and select Next:
     
     
4. OR, you can enter a NEW website URL under Domain Name, if you have a separate URL you would like to purchase email on.  Select Next.
   

Now you are ready to set your Plan Options.

Purchasing Standard Email - Plan Options

1. On the Plan Options tab, select the +Add a New Email button to add each email you would like:
   
         
2. Fill in the required Email details for this email address:
   
   
   1. Email Address (in this example, we are using hammer@cliffhammerdds707.com)
   2. Display Name for this email address account
   3. Create your Password
      *Noting the password requirements directly below the Confirm Password text field.  As you meet each requirement, the red text color will be removed from that requirement as a indicator! 
      

      All Requirements Red:	As Requirements are completed, the red text is removed:

            
   4. Retype your new password in the Confirm Password text field, and select the Save button:
      
      **Back on the Plan Options tab, you can repeat steps 1-2 for each email you would like to add.
      
      
3. Now you can select the plan option, either PBHS Standard Email or Microsoft Exchange Email (note you can only select one plan per email):
   
          
4. Once you've email(s) are set, select the Actions drop down menu if you would like to Reset your Email Password before purchasing:
          
   1. Select the Reset Password option, located under the Actions drop down menu:
      
           
   2. A Reset Password pop up window will appear, enter the New Password and Confirm Password
      
      *Noting the password requirements directly below the Confirm Password text field.  As you meet each requirement, the red text color will be removed from that requirement as a indicator!
            
   3. Now select Reset Password to save the change:
      
           
   4. You will see a black confirmation in your upper right hand corner back on the Plan Options tab:
      
             
5. If you would like to remove any email(s) before purchasing, select the Actions drop down menu of the first email you would like to remove:
   1. Select the Remove Email option, located under the Actions drop down menu:
      
             
   2. A confirmation pop-up window will appear, select the Confirm button to remove the email listed:
      
             
   3. The selected email will be removed from Emails To Purchase table on the Plan Options tab:
      
6. Once you have a set list of Emails to Purchase, select the Next button located in the upper right portion of your screen:
   

Now you are ready to set your the Shopping Cart.

Purchasing Standard Email - Shopping Cart

1. On the Shopping Cart tab, select the Purchase button once your email, plan and terms are reviewed:
   
        
2. Dependent on your settings, you will either see:
   1. A pop-up asking you to confirm your purchase with your card on file, select OK to complete your email purchase.
      
   2. OR - You will be asked to fill out the below fields under Make a Payment:
      1. Name
      2. Billing Address
      3. City
      4. State
      5. Zip Code *when asked
      6. Credit or Debit Card
      7. MM/YY Expiration Date
      8. Card CVC
         
      9. Once everything is filled in correctly, select the Submit Payment button:
         
3. On the confirmation page, you will see a black confirmation in your upper right hand corner:
   
          
4. **PBHS Support will get notification as well, and complete the needed setting changes for your purchase.  Once completed, PBHS Support will notify your practice.
   1. From this confirmation page you can select the + Purchase Additional Email(s) button to add additional emails:
      
            
   2. OR select the Standard Email Settings to manage your existing emails: