Primary Account

1. Login to your Guusto account

2. Click Account

3. Select Settings

3. Click Common Recipients

4. Input recipient details (Full Name, Contact Info etc).

*Optional - Add Notes to the specific common recipient (ie: department, biz unit etc). When buying gifts, the note will be automatically attached to the gift and will help you when tracking different cost centres

5. Click add recipient to add individually. Note: to delete any common recipients from your Common Recipients List, click the "-" minus sign

6. To upload a list of common recipients, click upload list and follow the given instructions

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Team Account

1. Login to your Guusto account

2. Click Teams

3. In the sub-menu, select Settings

4. In the drop-down menu in the header, select your desired Team 

5. Click Common Recipients

6. Input recipient details (Full Name, Contact Info etc). 

*Optional - Add Notes to the specific common recipient (ie: department, biz unit etc). When buying gifts, the note will be automatically attached to the gift and will help you when tracking different cost centers.

7. Click add recipient to add individually. Note: to delete any common recipients from your Common Recipients List, click the "-" minus sign

8. To upload a list of common recipients, click upload list and follow the given instructions

*Optional - Click Apply to all Teams in the top right corner to conveniently apply this List of Common Recipients to all of your Teams

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Related Articles

How do I create a list of Recipient Notes to choose from when sending gifts with my Primary Account? 

How do I load a list of of Recipient Notes for my Team Members?


See all articles relating to Account Setup

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