Open Company settings › E-mail. Only the owner and admins see it, and changes save on their own.
Sender and notices
- From name: the name your clients see on e-mails from gridOS (invoices, proposals, reminders, portal links). Left blank, it's the studio's name.
- Reply-to address: where a client's reply goes, for example your studio's inbox.
- Digest emails: Daily, Weekly or Off. Each member gets a summary of upcoming tasks and overdue invoices. Send test digest sends you one now.
- Automatically email clients on the reminder cadence: payment reminders 3 days before, on the due date and 7 days after, to the client's finance contact. On a single invoice, ⋯ › Pause reminders stops them. If you use Asaas, see who sends the reminders in Pix, boleto and card with Asaas.
- E-mail clients when something needs them: files to approve, updates, replies, confirmed meetings and messages go in one e-mail per client, at most every 15 minutes. To switch it off for one client, open the client's Portal and turn off E-mail the client.
Send from your own domain
Without this, e-mails go out from gridOS's shared address, with your From name. With it, they come from an address on your own domain, such as invoices@yourstudio.com.
- Under Custom sending domain, type the Domain (yourstudio.com) and the Address prefix (the part before the @). Click Add domain.
- gridOS shows a few DNS records, each with a type, a name and a value. They are short lines of text that prove the domain is yours. You add them where your domain is managed: usually the company you bought it from, or the one that hosts your site.
- Copy each record there exactly as shown. Then come back and click Recheck status. Each record shows Verified or Pending; changes can take from a few minutes to a few hours.
gridOS never needs access to your domain or your e-mail account. Remove takes the domain off, and e-mails go back to the shared address.
If someone else looks after your website, send them the records: it's a five-minute job for them.
The monthly e-mail limit
Each plan sends a number of e-mails to clients a month. Every address counts, copies included. Plan and billing shows E-mails to clients this month, and from 80% the owner sees a notice on Home. At the limit, sending stops until the 1st, or until you move to a bigger plan. See Plan and billing.