A Quarterly Gift Budget That Actually Resets on Q-Boundary
Set a per-team or per-user spend cap with a quarterly period. The system resets counters automatically at Jan 1 / Apr 1 / Jul 1 / Oct 1. Over-quarter orders park silently; recipients never see an error.
See Quarterly Caps in Action
The Challenge
Quarterly Budgets Without System Support Become Hand-Tracking
Spreadsheet tracking falls behind reality
Someone updates the spreadsheet a day late; another sender blows the cap not knowing they were already at 90%.
No common definition of when a quarter starts
Sales calls it fiscal Q. Finance calls it calendar Q. Nobody agrees when the budget resets.
Stopping over-budget sends manually is fragile
The actual control today is "ask everyone to slow down." That works until it doesn't.
The Solution
Calendar Quarters, Programmatic Caps, Auto-Reset
Set the cap once
Pick a dollar amount and quarterly period on the team or user. The system handles the rest.
Auto-reset at Q-boundary
Counters automatically reset on the quarter boundary (Jan 1 / Apr 1 / Jul 1 / Oct 1). Held orders auto-clear at the reset.
Recipient-invisible holds
Mid-quarter overshoot doesn't break a recipient experience. Their order is created normally; the admin sees the queue.
Audit-trailed cap edits
Every cap change writes a ledger row. Quarterly reviews have receipts.
How It Works
From concept to delivery
Discovery
Tell us what you need. We learn your brand, audience, and goals.
Design
Our team creates original product concepts designed from scratch.
Produce
We handle sourcing, manufacturing, printing, and quality control.
Ship
Global fulfillment from our warehouses, directly to your recipients.
Ready to Get Started?
Schedule a discovery call. We'll build a custom proposal tailored to your needs.
FAQ
Frequently asked questions
Resources
Helpful resources
Setting up spend controls
Step-by-step guide to enable spend controls for your account — credit limit, roles, teams, and per-campaign budgets.
CampaignsCampaign budget and link limits
Set total budgets and invite-link limits per campaign, per sender, and per recipient. Here is what each cap does.
CampaignsWhat happens when an order is on credit hold
An order on credit hold has been created but will not ship until your account headroom clears. Here is why and how to resolve it.
Let's build something remarkable
Schedule a call with our team. We'll create a custom proposal with original design concepts — completely free.
Book Your Discovery Call
Ready to build your merch?
Custom design, production, campaigns, and global fulfillment. One partner, zero platform fees. Your custom proposal in 24 hours.