The WeddingOS inbox shows all email communication across your clients in one place — organized by thread, not individual messages. You can read, reply, and send new emails without leaving the app.
Getting there
Click Inbox in the main navigation. Admins and owners see all threads across the entire org. Planners see only threads tied to their assigned clients.
How threads work
Emails are grouped by client and subject line. When a client replies, their reply appears in the same thread automatically — no manual linking needed.
Threads show:
- The client's name and the subject
- The most recent message preview
- The date of the last message
- An unread indicator if there are new messages
Click a thread to open the full conversation.
Sending an email
From the inbox:
- Click Compose in the nav
- Search for a client by name or email
- Write your message and send
From a client's email thread:
- Go to the Emails tab on the client detail page
- Click View Email Thread
- Click Compose — the To field pre-fills with the client's address
Emails send from your connected Gmail address. If you haven't connected Google, they go out from the system address instead. See Google Integration to set that up.
Receiving emails
When a client replies to an email you sent from WeddingOS, the reply syncs into the thread automatically. You don't need to forward anything or check your Gmail separately — it comes in here.
Any email from a client whose email address is in WeddingOS will sync in automatically — not just replies to emails you sent. The one requirement is that it arrives at the account connected to your email integration. Emails sent directly to a planner's personal Gmail that isn't connected won't sync.
Finding a specific thread
Use the search bar at the top of the inbox to search by client name or subject. Threads are sorted by most recent activity by default.
Client-specific email view
Each client also has their own email thread view under the Emails tab on their detail page. This shows only the emails for that client and is useful when you're already working in a client record and want to see the full communication history in context.
Sending from the right address
WeddingOS always sends from the logged-in planner's credentials — not the assigned planner's. If you're logged in as Emily and send an email on behalf of a client assigned to Sammy, it goes out from Emily's Gmail. Keep this in mind when sending on behalf of a teammate.