Cards & Birthdays

Group greeting cards and birthday tracking for your team and customers — creating, signing, delivering, and managing cards.

Getting started

What Cards is, who can use it, and how to start tracking birthdays.

An overview of Cards — PortaPro's built-in group greeting card and birthday tracking feature for your team and customers.

Capture month-and-day birthdays on team-member profiles and customer contacts — no year is ever stored.

Configuring birthday notifications and the full Cards & Birthdays settings reference.

Configure advance-notice and day-of reminders so office staff never miss a birthday.

Full reference for every toggle under Settings → Cards & Birthdays, plus troubleshooting.

Building your first card and sharing the signature link with your team.

Step-by-step: pick a recipient, an occasion, a theme and wallpaper, and create a card in under a minute.

Copy and paste the signature link, or use the built-in Send to team broadcast to notify selected teammates.

How signers add a message, GIF, or sticker to a card.

How to add your name, a message, and an optional GIF or sticker to a card — no PortaPro account required.

Scheduling vs. sending a card immediately, and what recipients see.

Choose a scheduled delivery date or use Send now — and what happens to a card once it's sent.

The delivery email and the private recipient link where the finished card is revealed.

Moderating and removing signatures before a card is sent.

How office staff can remove a signature, and how signers can remove their own — before a card is sent.