Last updated September 25, 2026
Your client-email mode belongs to your membership in the agency. It does not change another advisor’s mode, and it does not pause your own task alerts or commission notifications.
| Mode | What happens |
|---|---|
| Send normally / Sending | Client email follows the normal sending path. |
| Hold for review / Held for review | Client email waits in your Outbox until you review and release it. |
| Testing mode / Block all | Client email is suppressed and logged as blocked. It does not send automatically when you change modes. |
Important exceptions: messages addressed to your own workspace teammates can still arrive in Hold or Block mode. Testing with yourself as the client therefore does not prove that external client delivery is enabled or paused. Campaigns you explicitly approve and messages you explicitly schedule bypass Hold for review; Block mode still prevents their client delivery.
Use Hold when you intend to review messages before delivery. Use Block when testing activity should not send client mail. Neither mode changes what a client can see in their portal or makes already-sent mail disappear.
The change takes effect immediately. Owners and admins can also manage an advisor’s Client email mode in Settings → Advisors. A role and a delivery mode are separate settings.
Open Inbox → Outbox, or the waiting-email link in the main sidebar. A held message has not been delivered.
Select a message to inspect its recipient, subject, rendered body, sender, attachments and linked trip. Pay attention to its age: a payment reminder or travel instruction may be out of date by the time you review it.
Eligible releases use the original advisor’s connected mailbox when available, with the platform sender as the fallback. Missing attachments or messages needing a fresh availability check can prevent release; resolve the reported problem instead of sending an incomplete message.
Automation steps set to Ask me first are a separate approval workflow. Their review links open the step on its trip. They are not the same setting as an advisor’s Hold mode.
Open Inbox → Sent and use the Blocked view. When there are blocked messages, the inbox sidebar also provides a Blocked link.
Eligible messages suppressed by Testing mode can be reviewed and sent explicitly. Review carefully: many blocked messages are intentional tests. Older messages may lack attachments needed for a safe resend; recreate those messages from their original workflow if the app says their files are unavailable.
A blocked record is not proof of delivery. Changing to Send normally does not automatically send the backlog.
Check your mailbox connection, sender identity, reply destination and signature. Arrange a controlled external test with a recipient who expects it, and inspect the received message. Mail sent only to yourself or your team can take a different route from client mail.
This is part of JourneyFuse’s travel agency software: team roles, permissions and agency-wide settings.
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