How to Complete Your Team Onboarding

Getting started with the platform is simple—and a few quick setup actions will help you and your team send meaningful recognition with confidence. This guide walks you through the key steps to get your account ready.

🧭 Step 1: Set up your own account

• Log in using the invite link or credentials provided
• Complete your Care Profile to personalize your own experience
• (Optional) Add items to your Wishlist

👥 Step 2: Add your recipients

• Go to the Contacts tab
• Upload a CSV list or add recipients manually
• Organize contacts into groups for easy gifting (e.g. Birthdays, Departments, Q3 Campaign)

🎁 Step 3: Send your first recognition

• Navigate to the Dashboard
• Click Send a Gift
• Choose a gift type (e.g. Recipient Choice, digital card)
• Personalize your message
• Send immediately or schedule it for a future date

🔄 Step 4: Explore your gifting tools

Get familiar with:

• Orders tab – to track gift status
• Gratitude tab – to view thank-you notes and feedback
• Care Profiles & Wishlists – to personalize future gifting
• eCards – for lightweight moments of recognition 

📣 Step 5: Invite your teammates 

• Go to the Contacts tab or your profile dropdown
• Use the “Invite Team Member” button
• Team members will receive a direct email invitation to join

🧠 Tips for a strong rollout

• Encourage your team to complete their Care Profiles early
• Use Contact Groups to simplify campaign-based gifting
• Bookmark the Help Center for quick support access