Email & texts
Email and texts, sent under your own name
Confirmations and reminders go out the moment they’re due, so nobody has to remember.
Emails that come from you
Invoices and quotes go out with their PDF attached.
- Under your business’s name, with replies going to the inbox you choose
- Or from your own Gmail or Microsoft 365, so clients see your address
New client intake: Maya Patel
A new client intake has been submitted. Every answer is below, and the PDF is attached.
Services Bookkeeping, tax return
Employees 4
Texts
Texts your customers recognize
Each text comes from your own number or sender name, so customers know it’s you.
- Booking confirmations and reminders
- Order and delivery updates
- Links to pay, sign or reschedule
Texts from Harbourline
Hi Leo, your visit with Harbourline is confirmed for Tuesday at 9:00.
Reminder: your visit is tomorrow at 9:00. Need to move it? Use the link in your booking email.
Sam is on the way and should arrive at about 9:05.
Other channels
Works with WhatsApp and your help desk
For two-way conversations and campaigns, connect the apps you already use.
FAQ
Questions about email and texts
Which plans include email and texts?
Email under your business’s name comes with every plan. Texts come with Business Starter and Pro.
Can I copy in other people?
Yes. Add CC and BCC to any email, along with attachments like PDFs and spreadsheets.
Can I see what was sent?
Yes. Your portal lists each email and text, newest first, with its delivery status.