Your own mailbox and calendar

Send as yourself, not as no-reply

Connect Gmail, Microsoft 365 or iCloud Mail and quotes, reminders and invoices leave from your own address. The customer's reply lands in the inbox you already watch — not in a mailbox nobody reads.

Signing in, sending and availability are three separate things

This is the detail worth understanding before you connect anything.

• Signing in with a Google account asks only to know who you are.
• Connect Gmail asks for permission to send email as you — and only then, when you switch it on.
• A connected calendar is a third thing again.

You are never shown a wall of permissions for a feature you have not asked for, and nothing forces one account to play all three roles. Sign in with the Google account work gave you, send from the iCloud address customers have always used, and take availability from an Outlook calendar.

Your calendar decides when you are free

Connect Google, Outlook or iCloud calendars and the office stops booking over what is already in your day. A dentist appointment is a dentist appointment.

A personal calendar can block bookings without showing anyone what is on it — the office sees "busy 2–3pm" and never the title. That is the default, per calendar. And you choose which calendar assigned work lands in; move a visit or hand it to somebody else and the calendars follow, including removing it from the calendar of whoever is no longer going.

The full picture is in Calendars and feeds and Crews and availability.

It never blocks the work

Connections fail; work does not stop.

• If a mailbox stops answering, the message still goes out from the company address, with your address as the reply-to.
• If a calendar provider is down, the office is warned rather than stopped.

One thread per customer

Emails, texts and replies appear as a single conversation on the customer's page, in the order they happened — so nobody sends the same reminder twice because they were looking at the wrong list.