Settings

Email, mailboxes, and calendars

Configure communication identities and scheduling connections

These settings determine the accounts and preferences available to Inbox, sequences, outreach, meetings, and booking

What this workspace includes

  • Email configuration
  • Mailbox connections
  • Calendar connections
  • Scheduling preferences

Complete workflow

  1. 1

    Open the relevant settings

    Choose email, mailbox, or calendar

  2. 2

    Connect the account

    Complete the displayed service flow

  3. 3

    Set preferences

    Confirm sender or scheduling behavior

  4. 4

    Test

    Use a supported message or meeting flow

How records and settings behave

  • Connection status determines feature availability
  • Sender identity follows mailbox settings
  • Availability follows calendar preferences

Working effectively

  • Use monitored accounts
  • Test sending and booking
  • Review connections when team ownership changes

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Email, mailboxes, and calendars?

Choose email, mailbox, or calendar

When is my work saved?

Connection status determines feature availability

How do I confirm the result?

Return to the related list or detail view and review its current status. Availability follows calendar preferences

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