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Email Integration in PlanitEasy

How to Set Up Email Integration in PlanitEasy

Written by Robbie

Email Integration in PlanitEasy

Connecting your email account lets you send and receive emails directly through PlanitEasy while keeping everything synced with your Gmail or Outlook account. This also improves email deliverability — clients receive emails from your actual address instead of planiteasy.com.

Accessing Email Integration

Option 1: Click your profile icon (top-right corner) → My AccountIntegrationsEmail Integration

Connecting Your Email

On the Email Integration page, you'll see one sign-in option:

  • Sign in with Microsoft — connect your Outlook / Microsoft 365 account

Click the button for your provider and follow the prompts to authorize.

How It Works

Sending: All emails sent through PlanitEasy go from your connected Outlook address. Clients see your real email, which improves deliverability (less likely to go to spam).

Receiving: Replies from clients come back to your inbox. If a client replies directly to the email (instead of clicking a link in the itinerary), the reply goes to your email — not through PlanitEasy's messaging system.

Syncing: Emails sent from PlanitEasy also appear in your Outlook Sent folder.

Troubleshooting

Clients say emails go to spam?

If you haven't connected Email Integration, emails come from planiteasy.com which may be flagged. Connecting your Gmail/Outlook fixes this for most users. Also tell clients to mark the first email as "Not Spam" — future emails will then go to their inbox. See Check Email Status on Sent Forms.

Not receiving client replies?

If a client replies to the email rather than using the link in the itinerary, the reply goes to your Gmail/Outlook inbox — not through PlanitEasy. Check your regular email inbox.

Email signature not appearing?

Set up your signature in My Account → Email Signature. See Email Signature in My Account.

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