Admin Dashboard
Manage client records, birthday emails, and portal access.
Total Clients
0
Today's Birthdays
0
Birthdays This Week
0
Birthday email history
Each entry records whether a birthday email was accepted for delivery or failed to send.
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Excel / CSV format
Required: First Name, Last Name, Email, Birthday (MM/DD/YYYY). Optional: Phone, Address, City, State, Zip. Existing clients are updated by email address.