How to set get started with your account

Once you're registered your account and confirmed your email, add your first contact and schedule a note.

Once you register and confirm your email address, you should go to your account settings to fill in your information.


Next, add in the mailing address that you want to appear as the return address on any cards or gifts that you send to your contacts.

Next, choose how far in advance of a scheduled touchpoint you want to receive a reminders via email. These reminders will let you know when something is scheduled to go out, or when something needs your confirmation.

Now it's time to add your first contact!

Add in their name, contact type, email, and address if you have it.

Finally, add a touchpoint and schedule a note.


Next, think about what contacts you want to add, and learn how to export contacts from your other accounts.

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