PlanWell
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Send client email from your own business domain

Verify a business email domain in PlanWell and use it as the workspace’s sender.

For planners · Messages and email

How to do it

These steps are for PlanWell on the web.

  1. As the workspace Admin, open Workflows → Integrations. On Your own domain, choose Set up.
  2. Enter an address on a domain you own in Send from, then enter the Name clients see. Choose Set up my domain to get the required DNS records.
  3. Add those records with your domain’s DNS provider. Return to Set up and choose Check now; DNS changes can take time to appear.
  4. Once verified, review the sender in Manage. Client email uses the verified business domain in preference to a connected mailbox.

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