Client gift calendar
Every client’s gift, on time, all year
For agents, relationship managers and HR teams with a long list of people to remember. Set up their dates once; we make the gifts with your logo in one run and send each one to arrive before the day.
How it works
One plan for the year, one proof, every gift on time
A plan covers twelve months. For each person on it we work out when their gift must leave so it arrives before their date, counting working days and public holidays.
Spare pieces stay in storage for new clients, and for those you pay only delivery. Only you and our fulfilment team can see your clients’ details, and you can export or delete them at any time.
- Add your clients. Name, birthday, policy or anniversary date and delivery address. Type them in or import a spreadsheet.
- Choose a gift and a card message. Pay for the year’s plan in one go.
- We make them all in one run. You approve one proof, and we store the gifts for you, free.
- We send each one in time. Before a gift leaves, we ask you to confirm the address and message. Then it goes out to arrive before the client’s date.
The plans you can make
Each plan is one gift for everyone on it, or for everyone with a tag, or for the people you pick.
Birthdays
Each client’s gift arrives before their birthday, all year round.
Policy or work anniversaries
A thank-you before each client’s policy anniversary, or each employee’s work anniversary.
One date for everyone
Christmas, Chinese New Year or year-end: each person’s gift goes to their own address, staff at home included, and arrives before the day.
What you pay
The whole plan, in advance, before anything is made: the gifts at the price per piece for the full quantity, spares included, plus delivery for each gift. You see every amount and every send date before you pay.
Questions about the Gift calendar
Who is the Gift calendar for?
Anyone who sends gifts to a list of people on their own dates: insurance agents and relationship managers with clients’ birthdays and policy anniversaries, and HR teams with work anniversaries or year-end gifts for staff.
Can I send to many addresses on one date?
Yes. Make a plan with one date for everyone, such as Christmas or Chinese New Year. Each person’s gift goes to their own address and arrives before that date.
Can I import my client list?
Yes. Download the spreadsheet template, fill it in and import it. We show any row that needs fixing, and a client already on your list with the same name and birthday is updated, not added twice. You can export your list at any time.
What if a client moves or I need to skip someone?
Change a gift’s address or message, or skip it, from your calendar until shortly before it leaves; your calendar shows the last day for each one. Editing a client updates every gift of theirs that can still change.
What happens to the spare pieces?
They stay in storage. When you add a new client, their gift comes from the spares and you pay only its delivery.
Who can see my clients’ details?
Only you and our fulfilment team. You can export or delete your clients at any time.
See your price and date now
Pick a gift, add your logo, choose a quantity. The price per piece and the arrival date update as you go, and nothing is paid until you check out.