Your licence lets you gift SeniorThrive memberships to the client households you work with. This is how that works, start to finish.

Sign in and you land on your Dashboard, headed Gift Memberships. That is where you send a gift and track what happened to it. Invites in the sidebar opens Invite Management, a plainer list where you can generate an invite for an email address and copy its link.

On the Dashboard, enter the recipient's email address and choose how it reaches them. There are two Delivery Method options and the difference matters:

The second is usually the better choice for a client you know well. A gift that arrives inside an email you wrote, in the middle of a conversation you were already having, gets opened. One that arrives cold from a company they have never heard of often does not.

You cannot send two gifts to the same address. If you try, you will see that a gift has already been sent to that email, which is there to stop a household getting a duplicate.

This is the part to be clear about with yourself and with your clients.

The Dashboard shows you whether a gift was accepted. Pending Invites, Invites redeemed, Active Families, Households activated. That is the shape of it.

The product states the boundary in its own words: "Their personal information and activity remain private. You'll only know if they've accepted your gift."

You do not see their health information, their Room Check results, their medications, their messages, or anything they do in the app. You are not a member of their Circle and there is no setting that would make you one. If a client asks you directly what you can see, "whether you accepted, and nothing else" is the complete and accurate answer.

Because a gift that came with visibility would not be a gift.

The value you are giving a household is a tool they control. If accepting it meant their adviser could see their health, most would decline, and the ones who accepted would use it carefully rather than honestly. Neither outcome helps them, and neither reflects well on you.

Once there is data to show, an Impact Summary appears on the Dashboard with aggregate numbers: households activated, first activation, first and latest activation.

These are counts of take-up, not outcomes. They tell you the gift was accepted and the account is in use. They do not tell you anything about how anyone is doing, and they are not a measure of whether the household is better off, which is a real thing and not something a dashboard can see.

Every gift you have sent is listed under Gift Assignment History on the Dashboard, so you can check what went where without keeping your own spreadsheet.

Worth a look before a client meeting. Knowing whether the gift you sent in March was ever redeemed is useful context, and slightly awkward to ask about cold.

The commonest reason is an unopened email, not a refusal.

If something has sat in Pending Invites for a while, the private link is the better second attempt. Send it yourself, mention it in a conversation, and explain in one sentence what it is for. A gift nobody understood is not the same as a gift somebody declined.