Customer Didn't Receive Plan Email
If your customer says they didn't receive the payment plan email, here's how to troubleshoot.
Check the Email Address
First, verify you entered it correctly:
- Go to the plan in your dashboard
- Check the customer email address
- Look for typos:
- gmail.com vs gmial.com
- .com vs .ca
- Missing letters
Common Email Issues
Spam/Junk Folder
Most common issue - ask customer to:
- Check spam/junk folder
- Mark Good Plan emails as "Not Spam"
- Add noreply@withgoodplan.com to contacts
Aggressive Spam Filters
Some email providers (especially older corporate ones) block automated emails:
- Ask customer to whitelist withgoodplan.com domain
- Or use personal email instead of work email
Full Inbox
Rare, but possible:
- Customer's inbox is full
- They need to delete emails to receive new ones
Resending the Plan
From your dashboard:
- Open the plan
- Click Resend Plan Email
- Confirm
Customer receives a fresh email with the portal link.
Alternative: Share Direct Link
If email continues to fail:
- Open the plan
- Click Copy Portal Link
- Share via:
- Text message
- Phone call (read the link)
- Different email service
- WhatsApp or other messaging
The portal link works from any browser, any device.
Verify Email Deliverability
Check if any emails from Good Plan reached them:
- Account confirmation
- Plan notifications
- Check-in reminders
If none arrived, likely a systemic email issue on their end.
Still Having Issues?
Contact support with:
- Customer email address
- What you've tried
- Any error messages
We can check delivery logs and troubleshoot from our end.
Prevention
When creating plans:
- Double-check email addresses
- Use personal email if business email is problematic
- Ask customer to watch for the email
- Have backup communication method ready