PlanWell
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Connect Gmail for client email sending

Authorize Gmail sending and choose it as your workspace’s client-email sender when available.

For planners · Messages and email

How to do it

These steps are for PlanWell on the web.

  1. When Gmail Sending is available, open Workflows → Integrations and choose Connect on its card. Approve the requested Google access.
  2. After returning, open Manage. An Admin or Manager chooses Send from Gmail to use that address for client email.
  3. Choose Send Test Email and check the result, then check Inbox and Spam. The test does not check client replies. Gmail sends appear in that mailbox’s Sent folder.

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