Email & DNS Setup
When a patient is invited for an intake, Squire sends a confirmation email with a link to the questionnaire. You can customize the sender email address and use a custom hostname for the intake pages through DNS configuration.
What Gets Configured
| Feature | Description |
|---|---|
| Custom email sender | Emails are sent from your own domain (e.g. intake@yourclinic.com) instead of a generic Squire address |
| Custom hostname | The intake questionnaire is served on your own subdomain (e.g. intake.yourclinic.com) |
Setup
Configuration is done through the Squire Portal.
Navigate to DNS settings
In the Squire Portal, go to Settings → Email & DNS.
Configure email sender
Enter the email address you want intake emails to be sent from. Squire will provide the DNS records (SPF, DKIM, DMARC) that need to be added to your domain.
Configure custom hostname
Enter the subdomain you want to use for the intake pages. Squire will provide a CNAME record to add to your DNS.
Verify DNS records
After adding the DNS records, click Verify in the Portal to confirm the configuration is active.
DNS propagation can take up to 48 hours. The Portal will show the verification status for each record.