Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Voice Control
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
Manage Email Settings
The email settings screen may be accessed via MIDAS Admin Options → Email, and contains core settings relating to email sending from your MIDAS booking system.
Send email through
The setting controls the mechanism through which MIDAS will send outgoing email.
| Option | Description | Availability |
| Cloud | Send email through the MIDAS cloud | Cloud Hosted Systems Only |
| SMTP | Send email via an SMTP server or relay | Cloud and Self Hosted Systems |
| Sendmail | Send email via your server's built in "Sendmail" program | Self Hosted Systems Only |
Cloud
This is the default setting for cloud hosted MIDAS systems. No additional configuration is required with this option selected.
SMTP
If "SMTP" is selected, you will need to specify your organization's SMTP host (i.e. smtp.yourdomain.com). Additionally, if your SMTP host requires a username and password for authentication, you can specify these credentials.
By default, connections to the specified SMTP server will be made on Port 25. To use a different port, append the port number to the end of your SMTP host (i.e. smtp.yourdomain.com:port)
If your SMTP server requires an SSL connection, select the SSL option. This will then attempt to securely connect to your SMTP host on Port 465. To use a different port, append the port number to the end of your SMTP host preceded by a colon character.
If your SMTP server requires a TLS connection, select the TLS option. This will then attempt to connect to your SMTP host on Port 587. To use a different port, append the port number to the end of your SMTP host after a colon.
If your SMTP server requires a STARTTLS connection, select the STARTTLS option. This will then attempt to connect to your SMTP host on Port 587. To use a different port, append the port number to the end of your SMTP host after a colon.
The "Verify server certificate" option is recommended to be enabled for most SMTP servers. If you're having trouble connecting to your SMTP server, disabling this option may help.
Sendmail
If "Sendmail" is selected, you must specify the location of where Sendmail resides on your server, for example /usr/sbin/sendmail
If Sendmail is not available on your server, you should choose the SMTP option instead for sending outgoing email from your MIDAS.
MIDAS Generated Emails Appear From
For the "Cloud" sending option:
Specify a sender name (not an email address) that system initiated emails should be sent from.
For all other sending options:
Specify a sender name and email address that system initiated(as opposed to user initiated) emails should be sent from.
For example, a password reset request, or notification of a submitted booking request would appear sent from this address. Whereas a booking confirmation or an emailed invoice would appear from the email address associated with the account of the user who confirmed the booking / emailed the invoice.
Whilst this address doesn't have to be a real email address (i.e. you could use a generic [email protected] address for example), it does need to be a properly formatted email address. If this email address is blank, or improperly formatted, MIDAS may be unable to send automated emails and / or they may not reach their intended recipients.
Use this for all outgoing email?
For the "Cloud" sending option:
When this option is selected, all outgoing email from your MIDAS system will appear sent from the name specified in the "MIDAS Generated Emails Appear From" fields above.
When this option is unselected only system-initiated email notifications will appear sent from the name specified above (i.e. booking reminders, password reset requests, etc). All other user-initiated notifications will appear sent from the name associated with the user account which performed the action (i.e. booking confirmations, invoices, etc).
For all other sending options:
When this option is selected, all outgoing email from your MIDAS system will appear sent from the name and address specified in the "MIDAS Generated Emails Appear From" fields above.
When this option is unselected only system-initiated email notifications will appear sent from the name and address specified above (i.e. booking reminders, password reset requests, etc). All other user-initiated notifications will appear sent from the name and email address associated with the user account which performed the action (i.e. booking confirmations, invoices, etc).
Reply To
Specify a "Reply To" email header to be included in all outgoing email. If specified, then when a recipient clicks reply on an email from your MIDAS system, their reply will be composed to the address specified here, which may be different from the address the email originated from.
For instance, you may have specified all outgoing email from your MIDAS system to be sent from a "no reply" address, but you can use the "Reply To" field to specify an alternate email address for recipients to contact with queries.
BCC Outgoing Email
MIDAS provides the capability to have certain types of outgoing email from your MIDAS system automatically BCC'd (Blind Carbon Copied) to a predefined email address. This setting may be of use to administrators to keep track of outgoing emails, or for archiving purposes.
You can choose which types of emails are BCC'd to this address from the "Email types to BCC" list.
It is recommended however that you think very carefully as to which types of emails you select to be BCC'd, as for larger MIDAS systems this can result in a significantly higher volume of outgoing email traffic.
For this reason, the extended "Email types to BCC" options for "cloud-hosted" MIDAS system are only available if your MIDAS system is configured to send outgoing email via an external SMTP server or relay. If you have a cloud-hosted MIDAS system that is configured to send email via the internal "Sendmail" option, the extended BCC email options are not available, and only basic BCC capabilities (i.e. generated notifications are excluded from BCC'ing) are available. This restriction does not apply to self-hosted MIDAS systems.
Advanced Settings
Attempt to reduce email volume by automatically combining similar emails?
If selected, MIDAS will attempt to collate multiple outgoing email notifications for any given client which are similar in nature. For example, if you were to "Bulk Reject" a series of booking requests, instead of each requestor being sent an individual email notification per booking request of theirs that's been rejected, MIDAS will combine all these notifications into a single email notification to the requestor.
Send invoices as PDF attachments
If this setting is enabled, any invoice you send to client via email from within MIDAS will be sent as a PDF attachment. With this setting disabled, the contents of an invoice will instead be included within the main body of any such email (rather than as a PDF attachment).
Retry Emails For
If MIDAS is unable to successfully send an outgoing email, this setting controls for how long it should retry sending the email before eventually giving up.
Send invoices in compatibility mode
Some mail clients don't yet support displaying modern email layouts. This can cause invoices emailed through your MIDAS system to display strangely for some recipients. You can resolve this by enabling this option. With this option enabled, MIDAS will send emailed invoices using traditional HTML tables rather than more modern CSS layouts.
Email Suppression List
This setting allows you to enter email address (one per line) to which MIDAS will never send any email.