Edit templates with precision
Use template editor to adjust graphs, colors, text, and layout elements so each greeting reflects exactly what you want to communicate—all without complex design tools.
Control how much personal detail you include
Choose whether to display a client's date of birth, ensuring each greeting feels appropriate and personalized.
Edit the content behind the greeting
Modify the full library of historical data included with the software—events of the month, major headlines, sports highlights, popular music, movies, and more. Update, personalize, or correct any entry so every greeting reflects the story you want to tell.
Handle hundreds or thousands of clients with ease
Bring all upcoming birthdays into view—and start creating greetings instantly. See who has a birthday coming up and begin preparing their greeting in a single click, making high-volume outreach smooth and efficient.
Save and reuse your complete setup
Presets let you save your greeting settings for reuse, speeding up creation while keeping templates and milestones consistent year after year.
Consistent reminders that fit your schedule
Set up automatic reminders that notify you on your schedule: daily at a specific time, weekly, or monthly. Stay organized and proactive while keeping full control over when and how you're alerted.
