How-to · Clients & CRM
Email a client
Send and read a project's email from the project itself, and use the Inbox when you want everything in one place.
Updated September 12, 2026
Email in Gliss goes out from your own domain and files itself under the project it belongs to. There are two places to work with it, and they answer different questions.
Email about one project
Open the project and go to its Messages tab. Everything there belongs to that project and nothing else does — its threads, its history, and a composer already addressed to the client.
- Open the project and click Messages (or the Email button in the project header — same place).
- Click New message, or click an existing thread to read it and reply underneath.
- Write your message. Template inserts a saved one; Draft with AI writes a first pass from what Gliss knows about the project.
- Click Send. The thread opens right there, so you can see what went out.
Type {{ in the message body to insert a merge field like the client's first name. Merge fields fill in per recipient when you send, not while you type.
A number on the Messages tab means the client has written and you haven't read it yet. Opening the thread clears it.
Fix one sentence without rewriting the email
Anything Gliss sends on your behalf — an invoice, a gallery, a contract — stops and shows you the exact email first, so you can change it before it goes.
Draft with AI writes the whole thing. That is the right tool for a blank page and the wrong one for a draft you have already fixed, because it replaces everything.
For one awkward sentence, select it in the message. A row appears under the draft: type what you want changed — warmer, shorter, more specific — and click Rewrite. Only the text you selected changes. The rest of your email, including edits you already made, is left exactly as it was.
Undo sits beside it if you preferred what you had.
Note
Gliss will not invent details to satisfy the instruction. Ask for a specific turnaround on a sentence that never had one and it will keep that part general rather than promise your client a date you did not choose.
Emails that send themselves
Some emails go out with nobody there to review them: the "we got your inquiry" reply, a booking confirmation, a reminder that a gallery is about to expire, and a weekly nudge to a client who hasn't downloaded their photos yet. You can't approve those one by one, so you set their wording ahead of time instead.
- Go to Settings → Templates → Email and scroll to Automated emails.
- Click the email you want to change, such as Download reminder or Gallery expiring.
- Write your subject and message, then click Save. Reset to default puts Gliss's wording back.
Merge fields like {{contact.first_name}} fill in when each email sends. If an email has nothing to fill a field with, for example {{project.location}} on a project with no location, Gliss sends its own wording for that one email. Your client never sees the braces.
The link in each email is built for you, so it always goes to the right gallery, invoice or booking. You can't change it.
Note
If a client has more than one reminder due on the same day, like a download reminder and an unpaid invoice, they get a single email that lists everything, with a short general note at the top. Your wording is used when every reminder in that email is the same kind.
See every conversation at once
The Inbox in the top nav is the cross-project view: every thread from every project and brand, filterable by unread or awaiting your reply. Use it when you're working the whole day's mail rather than one client.
Each thread there tells you which project it's filed under, and that link takes you to the project's own Messages tab.
Knowing it arrived
Under each message you send, Gliss shows the furthest point it has confirmed — Delivered, then Opened, then Clicked — with the time it happened. A message with no caption yet hasn't been confirmed delivered.
You don't have to open a thread to find that out. In the Inbox list, each thread you're waiting on carries a small tick beside its time:
- One grey tick — delivered, no open recorded yet.
- Two teal ticks — they opened it. A heavier pair means they clicked a link inside.
- A dashed grey tick — delivered, but open tracking is switched off for the domain you sent from, so Gliss genuinely can't tell whether it was read.
- No tick at all — they replied last, so their answer is the receipt.
Hover any tick for the full sentence and the exact time.
Note
The dashed tick is not a failure — it's Gliss refusing to guess. Open tracking is a per-domain setting at your email provider, and until it's on for a domain, "never opened" and "read three times" look identical from here. Turn it on and the ticks start reporting for real, including for mail you've already sent.
Note
Those captions carry the date for a reason: a thread you're reading today may be months old. Check the caption before assuming a message is one you just sent.
If an address stops working
When an address hard-bounces or marks you as spam, Gliss blocks further sending to it and tells you why. That protects your domain's reputation — one bad address kept in rotation affects delivery for every client. Correct the address on the contact, and sending resumes.