Good morning, Maya

Everything routine is running. Here is what needs a decision.

New closing

Daniel & Priya Carter closed on a $625,000 residential purchase on July 18, 2026. Add them to start their appreciation plan.

Active customers

148

15 shown in this demo workspace

Annual budget

$4,280

$10,720 remaining of $15,000

On-time delivery

98%

Trailing 12 months across 214 sends

Confirmed addresses

86%

Across all 148 clients · 4 in this workspace need confirmation
Add customer Import CSV Create appreciation plan Review approvals View upcoming moments

Upcoming appreciation moments

View calendar

  • Aug

    09

    The Nakamura Family

    Three-month home check-in · $20–$30 · Automatic

    Scheduled

  • Aug

    11

    Hugo Vasquez

    Home anniversary card · $8–$15 · Automatic

    Scheduled

  • Aug

    16

    Sofia Marchetti

    Home anniversary · $30–$45 · Automatic

    Scheduled

  • Aug

    20

    Bianca Ortiz

    Six-month check-in · $20–$30 · Automatic

    Scheduled

  • Aug

    25

    Omar Haddad

    Six-month check-in · $20–$30 · Automatic

    Scheduled

  • Aug

    30

    Priyanka Shah

    Birthday · $30–$45 · Automatic

    Scheduled

12 moments scheduled in the next 120 days.

Awaiting approval

2

  • Nathan Cole

    Home anniversary · Stoneware Mug Pair · $54.90

  • Renee & Paul Whitfield

    Home anniversary · Potted Olive Tree · $108.60

Review approvals

Alerts and exceptions

  • Order o-1063 for Walter & June Kim was damaged in transit. Resolve
  • Renee & Paul Whitfield are $8 from their $150 annual limit.
  • 4 customers need an address before their next send.

Recent activity

All orders
  • New Homeowner Tool Roll — Bianca OrtizClosing appreciationDelivered
  • Cinnamon Morning Box — The Nakamura FamilyClosing appreciationDelivered
  • Hearth & Home Candle Trio — Walter & June KimHome anniversaryException
  • Charitable Donation — Omar HaddadHoliday appreciationDonation
  • Small-Batch Coffee Flight — Devon WallaceHome anniversaryDeclined
  • Slate & Olive Serving Board — Amara & Joel BoatengClosing appreciationShipped

August 2026 relationship calendar

Demo data. Occasions are generated from each customer's plan.

S
M
T
W
T
F
S

1

2

3

4

5

6

7

8

9

The · Three-month

10

11

Hugo · Home

12

13

14

15

16

Sofia · Home

17

18

19

20

Bianca · Six-month

21

22

23

24

25

Omar · Six-month

26

27

28

29

30

Priyanka · Birthday

31

Next scheduled automatic send: Aug 9, 2026. All values are demo data.