We can categorize the user part in following modules
•	Clients
•	Events

Clients: A member can add as many clients as they want. Addition of clients can be done in two ways Manual Add – A member can add a client manually by clicking on add client and completing the required information. At the time of client addition if birthday and or anniversary dates are specified and checkboxes are checked to confirm to send the cards on those events then the system will automatically send the cards on specified date to the client email ID Through Invitation- A client can be invited to join a member’s list by sending an invitation. It can be done by clicking on the invite people link under dashboard tab. You can edit the message in this area simply by typing you personal message.

Clients

This link is listed within the top menu area. A member can add, edit, search and delete clients under clients tab. When searching entering specific criteria such as first or last name, email address. You can select the gender or leave blank

Event: Under this tab an event is being created and set for the clients. Events have two types of categories one is default events which are common for all members and only added by the administrator and second is my events which are member’s customized events.

Following are the steps to add an event and set it for a client or for all clients

1. Add event title, event description, event date (On which this event will be executed) event card category (In which the card will be selected either by member or by system depending upon the set frequency) (how is card selected if member wishes to select the card? It was mentioned in the second point) And set for every year (if this is being checked then this event will be executed every year on the same date other wise it will be executed only once) If I am correct if set for every year the cards will rotate automatically. This should also be mentioned.(it was mentioned in the next point)

2. To set the event for the client click on the event title a new page will be show with list of all clients, member need to select the clients( Multiple selection is allowed) and choose the message template. If this event is added only for this year then a list of card will be shown, member needs to select the card and if it is set for the every year then system automatically choose the card from the pre defined category. After submitting the form, event is set for the selected clients and will send on the desired date with the card link and the message. This is not working When clicking the event title I am taken to the message template area. This from both default and my event area.(if you did not added the message template then only it will be redirected otherwise not)

3. Message template can be added through the add message template link under dashboard tab. This message template will be show on above the card link in the email sent to your client when it is scheduled.