Email & SMS: triggers, your own email server and SMS provider

Choose which events send email and text messages, and send them through your own email server and SMS provider.

Steps

1. 1

   Organizations: open Admin › Email & SMS. Families: open Settings › Emails. Owners and admins see every section.

2. 2

   Triggers: tick Email and Text for each event, then Save triggers. Invitations, Secure Send, notices and account-recovery emails are always sent.

3. 3

   How your emails are sent shows whether emails go out from Passkey-X (the default, no setup needed) or your own server. Choose Send a test email to me to check that real emails arrive; the result shows on the page within a minute.

4. 4

   Email server (paid plans or the Email add-on): choose SMTP or a service (Resend, SendGrid, Postmark, Mailgun, Brevo, ZeptoMail), enter the details and the password or API key, then Add email server. It then shows as Added, with its steps: Added, Test email sent, Turned on. Choose Edit to change it.

5. 5

   SMTP uses port 465 (SSL/TLS) or 2525 (STARTTLS). Ports 25 and 587 can't be used.

6. 6

   Choose Send a test email to me. Once it arrives, turn on Send our emails through this server.

7. 7

   Keep If our server fails, send from Passkey-X instead on so invitations and alerts still arrive if your server is down.

8. 8

   Text messages: pick Sent, Twilio, Vonage or Plivo, enter the account details and the number or sender name, then Check and save and turn on text alerts. Each person confirms their own phone.