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Use Slanta Claus to choose client gifts and prepare the cards that accompany them. Select a specific book, then click Slanta Claus, the Santa hat in the top-right corner.

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Choose gifts

1

Get started

Review Gift options, then click Get started.
2

Assign gifts to clients

Under Who gets what, use each client’s Gift picker. Search clients or select multiple rows to organize your list.
3

Check shipping addresses

Review Shipping address for each recipient and resolve missing mailing information.
4

Continue to card messages

Click Continue to card messages when your gift list is ready.
Your selected gifts appear in Card messages.

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Prepare card messages

Under Card messages, choose A personal note for each client or One message with merge fields.
  • Personal notes use meeting and note context to draft individual messages. Review and approve AI-written cards before continuing.
  • Click Write one template for a shared greeting. Use {First names} and {Advisor first name} as merge fields, then click Apply to all with the displayed card count. Review individual previews and use Save personal edit for changes to one card.
The editor shows each card’s text limits. Click Continue to review once every required card is ready.

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Review the order

Under Review & pay, check Your order, card readiness, mailing addresses, and the displayed payment total. Use Edit gift lists or Back to make changes. When ready, check I’ve checked who gets each gift and every card message. and click Continue to secure payment.
Payment shares the selected order and shipping details with the checkout and fulfillment providers. Review recipient information before proceeding.

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Share after ordering

After order confirmation, you can edit an optional LinkedIn post, use Rewrite, then Copy post or Download image. Open LinkedIn opens LinkedIn so you can publish the post yourself.