video1.0<iframe src="https://www.loom.com/embed/42af2f168daf41cc8a37737a088756cb" frameborder="0" width="1440" height="1080" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10801440Loomhttps://www.loom.com10801440https://cdn.loom.com/sessions/thumbnails/42af2f168daf41cc8a37737a088756cb-1694014366750.gif351.162In this video, I will guide you through the process of setting up custom email workflows within KPM. We will start by navigating to the settings and services section, where you can select the specific service for your phone. I will show you how to update your service details, including the frequency and fee. We will also explore options for adding events to your practice calendar. Next, we will configure the steps required to fulfill the confirmation statement requirements and complete the task checklist. I will explain how to customize reminders and choose whether to send them to clients or staff members. Finally, I will demonstrate how to enable custom email workflows and provide tips for saving settings and adding elements. If you have any questions, please contact our support team.