Messaging (email & SMS) settings

Messaging Settings: Configure Your Email Sending Domain

CaterCloud lets you send quotes, invoices, and client emails from your own domain instead of the default shared address. This guide is for workspace admins who want professional, branded sending like quotes@yourcompany.com.

Where to Find It

Go to Settings → Messaging in your workspace. The page includes a Send from your own domain card where you connect and verify a custom sending domain.

Connecting Your Domain

1. In the Send from your own domain card, type your domain into the field (e.g. emberandoak.com.au).
2. Click Connect.
3. CaterCloud generates a set of DNS records (DKIM and SPF) that you need to add at your domain registrar.

Adding the DNS Records

1. Use the Where did you buy the domain? dropdown to select your registrar (GoDaddy, Hostinger, Namecheap, and others are listed). Step-by-step instructions for that registrar appear automatically.
2. In the Records to add section, copy each record using the Copy button and add them at your registrar's DNS settings page.
3. You don't need to change your MX records — your existing email and website are unaffected. These records only authorise sending.

Checking Verification Status

After adding the records, the domain status shows Waiting for DNS. CaterCloud checks automatically every 15 seconds and flips the status to Live once it detects the records — no manual refresh needed.

To trigger a manual check, click Check status at the top of the card.

Disconnecting a Domain

• Click Disconnect at the bottom of the card and confirm the prompt to stop sending from your custom domain.
• Your workspace will fall back to the default shared sending address.

Status Indicators

| Status | Meaning |

|---|---|

| Waiting for DNS | Records added; propagation in progress |

| Live | Verified and active |

| Check records | Verification failed; review your DNS entries |

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> Tip: DNS changes usually apply within minutes but can take up to an hour — if the status hasn't flipped after an hour, double-check that each record's Name and Value were copied exactly.