First time here — create a password for your account.
Enter your email and we'll send you a 6-digit reset code.
Enter the 6-digit code we emailed you, then choose a new password.
⏸️
Dashboard Paused
No client list has been uploaded in a while, so this dashboard has been paused.
Uploading a fresh Dues or Birthday list reactivates everything immediately.
⚠️ Your data will be cleared soon — upload your latest list now.
Client Payment
Due Reminder
Client Payment Due Reminder
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Your Name
Financial Advisor
▾
👤
📷
Good Morning, there!
Here's what's happening with your dues today.
Automatic Sending
Checking…
Due Today
Checking your Dues Tracker…
Today's Activity
Live counts from your Dues Tracker and reminder log.
✉️
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Emails Sent Today
✉️
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Emails Failed Today
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Premium Dues Today
📅
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Premium Dues Tomorrow
Upload Raw Life Policy List
From AHO, open Clients → All Clients → Download Report → Life Policy List. It will be decrypted, cleaned, and pushed straight into your Dues Tracker.
Saved until you change it — you won't need to retype this every time.
☁️
Drag & drop your file here, or click to browse
Only Excel (.xlsx) files are supported
🔒Your data is secure and encrypted in transit.
🔒
JCC Business Solutions · Dues Tracker Parser · Premium Paying and Paid-Up policies are imported together (Paid-Up policies won't receive due reminders, since they have no due date). Lapsed policies are imported separately for follow-up. Skipped automatically: Surrendered, Expired, Cancelled, Terminated, Matured.
The developer has no access to uploaded files under any circumstance — everything is processed in your browser and pushed only into your own Google Sheet once set up.
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ADDED
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Quick Actions
📅
View Dues Tracker
Open the live tracker sheet
›
📤
Upload New File
Process a new policy list export
›
📈
View Reports
Export and analyze your data
›
System Status
All Systems Operational
Automatic Sending
Checking…
Birthdays Today
Checking your Birthday Tracker…
Today's Activity
Live counts from your Birthday Tracker and greeting log.
✉️
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Greetings Sent Today
✉️
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Greetings Failed Today
🎂
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Birthdays Today
🎈
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Birthdays Tomorrow
Upload Raw Client List
From AHO, open Clients → All Clients → Download Report → Client List. It will be decrypted, cleaned, and pushed into your Birthday Tracker.
Saved until you change it — you won't need to retype this every time.
☁️
Drag & drop your file here, or click to browse
Only Excel (.xlsx) files are supported
🔒Your data is secure and encrypted in transit.
🔒
JCC Business Solutions · Birthday Tracker Parser · All individual clients with a recorded birthdate are imported.
The developer has no access to uploaded files under any circumstance — everything is processed in your browser and pushed only into your own Google Sheet once set up.
0
ADDED
0
UPDATED
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TOTAL
Quick Actions
🎂
View Birthdays Today
Open the live tracker sheet
›
📤
Upload New Client List
Process a new client list export
›
📈
View Reports
Export and analyze your data
›
System Status
All Systems Operational
📋 Manage Your Clients
Choose which clients will receive dues reminders and birthday greetings. Toggle off any clients you don't want to reach out to automatically.
Build: 2026-07-05-reorder-v2 \u2014 if this line isn\u2019t visible, you\u2019re viewing a cached/old copy of this page.
Premium Due Reminders
Loading your clients…
Birthday Greetings
Loading your clients…
Client Summary
Fund Value Distribution
Tap a bar to see which clients are in that range.
Plan Summary
Tap a plan to see its clients, ranked by issue date.
Lapsed Policies
Loading lapsed policies…
📣 Broadcast Email
Write a custom message and choose exactly who receives it. Use {FirstName} anywhere in your message and it will be replaced with each client's actual first name.
Hi {FirstName},
Tip: select text first, then choose a size from the dropdown above to resize just that text. Click an inserted image to select it, then use the resize handle that appears in its corner to make it bigger or smaller. Hover an image to reveal a small × button to remove it.
Use header & footer template
Wraps your message with the same header/footer photos from your Branding Studio.
Tap to attach images or PDF files — sent as real email attachments
No recipients selected yet
Message size: calculating\u2026
No saved drafts.
No scheduled broadcasts.
No completed broadcasts yet.
PREVIEW — sent to: Dela Cruz, Juan Miguel
Send this broadcast?
Choose Recipients
Sort by:
Quick select:
Sorted by fund value (highest first) · tap Top N to select the N clients shown below
0 selected
Connection Setup
One-time: paste your Dues Tracker Apps Script Web App URL.
Your Personal Link
Want to open Client Pulse on your phone like a real app? Copy this link, paste it in your mobile browser, tap Share → Add to Home Screen — voilà, it's on your home screen!
— save your Setup URL first to generate this link —
How to add to your phone's home screen:
1. Tap COPY LINK above.
2. Open Safari (iPhone) or Chrome (Android) and paste the link.
3. Tap the Share button → Add to Home Screen → Add.
4. Done! Open it from your home screen — your setup loads automatically, just log in.
⚠ Keep this link private — anyone with it can access your Client Pulse data.
Your Branding
Personalize the emails clients receive — no code editing needed. Each advisor's own Apps Script saves their own values separately.
Leave blank if you're fine with clients replying to the Gmail account your Setup URL is deployed under (e.g. your company email). Fill this in only if you want replies CC'd to a different address instead.
Tap to choose photo
Tap to choose photo
Header & Footer Studio
Design or update your email header and footer photos here, then come back and upload them above in Your Branding. Tip: download or copy your image before going back — the Studio doesn't save drafts.
Preview Reminder Email
See exactly what clients receive, using your real header/footer photos and links.
Test Reminder Email
Sends a real dues reminder email — using your saved branding, header/footer photos, and links — to your own configured contact email so you can check it lands correctly.
Preview Birthday Email
See exactly what clients receive, using your real header/footer photos and Connect link.
Test Birthday Email
Sends a real birthday email — using your saved branding, header/footer photos, and links — to your own configured contact email so you can check it lands correctly.
Send Time
Choose the hour window when daily dues reminders and birthday greetings go out. Changing this immediately reschedules both — no need to touch Apps Script.
JPG or PNG · half-body shot works bestFor best results, remove the background before uploading (use any background remover app, then upload the cutout)
4YOUR DETAILS
5COMPANY LOGO (optional)
Tap to upload your company logo
PNG with transparent background works best · not required to downloadFor best results, remove the background before uploading so the logo blends cleanly into any palette
LIVE PREVIEW · HEADER (600 × 250)PALETTE 1
Header exports at 1200×500px (2× for crisp Retina display). Footer exports at 1200×400px. Both keep the exact aspect ratio of your original templates.
Leave without saving?
You haven't downloaded your header/footer yet. This Studio doesn't save drafts — if you go back now, your current design will be lost.
