Click the envelope icon (✉️) at the top-right of any page to open the Messages Drawer:
Compose — write a new email
Inbox — received emails
Sent — sent emails with delivery/open status
Scheduled — messages scheduled for later
Templates — email templates (see Email Templates)
💡 Tip: If you click the envelope icon while inside a trip, the email recipients default to the travelers from that trip.
Email Templates
You can create reusable email templates. Note: currently, templates created by one user are not automatically shared with other advisors/ICs — each advisor creates their own templates. (We are working on shared templates.)
See: Email Templates
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 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.