Client Pulse
Client Pulse
Setup Guide
Step 1 of 7
Advisor Onboarding

Set up Client Pulse
on your own sheet

Seven short steps to copy the code into your own Google Sheet, approve access, deploy it, connect Client Pulse, and start sending automated dues reminders and birthday greetings — from your own email account, on your own data.

⏱  About 8 minutes
📄  1 file to paste
🔒  Runs on your account only
Begin setup
Before you begin

Email & browser setup

Client Pulse needs one email account to run everything from — the Google Sheet, the Apps Script, and the emails clients receive all come from this same account. You can use either your personal Gmail or a company Google Workspace email; just know what each one means before you pick.

Personal Gmail (e.g. yourname@gmail.com): Fastest to set up — no IT approval needed. Client emails will show your personal address as the sender (your display name still shows, but the underlying address is the @gmail.com one). Good for solo advisors or a quick start.

Company email (e.g. yourname@yourcompany.com on Google Workspace): Emails send from your professional address — looks more official to clients. Requires your company to be on Google Workspace (not just any email provider), and your IT admin may need to approve the Apps Script permissions the first time you authorize. Better if your company already manages email this way.
1 Open the Gmail or company email account you've decided to use. If going personal and you'd rather keep it separate from your main inbox, you can create a brand-new Gmail account just for this.
Gmail — Sign in
Google sign-in screen to continue to Gmail
2 Open Google Chrome and make sure you're signed in with that same account (Gmail or company email) — this is the account that will run everything in the steps ahead.
Chrome — Signed in
Chrome browser new tab showing a signed-in Google account profile icon top right
3 Open Google Drive using that same account, just to confirm it's connected and ready.
Google Drive — Storage
Google Drive storage page confirming the account is connected
You're now set! Continue to Step 1 below.
01

Create your Google Sheet

This sheet will hold your client lists and become your own private copy of Client Pulse — nothing here is shared with other advisors.

  1. Go to drive.google.com
  2. Click New → Google Sheets
  3. Rename it: Client Pulse — [Your Name]
02

Open Apps Script

  1. In your new sheet, click Extensions in the top menu
  2. Click Apps Script
  3. A new tab opens with a code editor — this is where the next two steps happen
03

Paste the main code

The file Code.gs is already open with some starter text. Clear it out, then paste the code below in its place.

  1. Click inside Code.gs, select everything (Ctrl+A), and delete it
  2. Copy the full code below and paste it in
  3. Save with Ctrl+S
Checking for updates…
Code.gs syncing…
Fetching the latest code from GitHub…
04

Deploy

1–2 Click the blue Deploy button, top right of the Apps Script editor, then click New deployment.
Apps Script — Deploy menu
Deploy button menu showing New deployment, Manage deployments, and Test deployments
3 Click the small gear icon ⚙️ next to "Select type" and choose Web app.
New deployment — Select type
Select type dropdown showing Web app, API Executable, Add-on, Library
4–5 Rename the description to CLIENT PULSE, set Who has access to Anyone, then click Deploy.
New deployment — Configuration
New deployment configuration with description set to CLIENT PULSE, ready to deploy
  1. A box appears: "Authorization required" — click Review permissions
  2. Choose your Google account
  3. Click Allow
You'll see a screen that says "Google hasn't verified this app." This is expected for a personal script — it isn't an error. Click Advanced, then Go to [project name] (unsafe), then Allow.
Once it finishes, you'll see "Execution completed" at the bottom of the editor. That confirms access is approved — you won't be asked again.
05

Open Client Pulse & finish setup

Your Apps Script backend is deployed. Now connect it to the Client Pulse app and personalize your client emails.

Open Client Pulse
jccbusinesssolutions.github.io/CLIENTPULSE
1 Log in using the same Gmail or company email you set up earlier.
Client Pulse — Sign in
Client Pulse login screen asking for your Gmail address, with an Access Dashboard button
2 Go to Settings and start setting up the app.
3 Copy your Apps Script Web App URL into Setup.
  1. Go back to your Apps Script tab
  2. Click Deploy → Manage deployments
  3. Copy the Web app URL
Apps Script — Web app URL
Deployment confirmation showing the Web app URL with a Copy button
  1. Paste it into the Connection Setup field in Client Pulse
Client Pulse — Connection Setup
Connection Setup panel with an Apps Script Web App URL field and a Save URL button
4 Back in Client Pulse, fill in the rest of your branding — name, sender display name, contact email, header and footer photos, and your links.
Header and Footer Studio
jccbusinesssolutions.github.io/CLIENTPULSESTUDIO
Client Pulse — Your Branding
Your Branding settings panel with name, sender display name, contact email, header and footer photo uploads, and links
5 Click Save Branding.
06

Upload your data

This is where you bring in your client lists — the Life Policy List powers dues reminders, and the All Client List powers birthday greetings.

Dues Client Dues — Life Policy List
  1. Go to AHO. Under the All Clients tab, download the "Life Policy List" report
  2. Set up your document password and save it
  3. Make sure you're on the Client Dues dashboard, then upload the Life Policy List into the upload box
  4. Click Parse & Push to Sheet
Client Pulse — Client Dues
Client Dues dashboard showing today's activity stats and the Life Policy List upload box
Bday Client Birthday Greetings — All Client List
  1. Go to AHO. Under the All Clients tab, download the "All Client List" report
  2. Make sure you're on the Client Birthday Greetings dashboard, then upload the All Client List into the upload box
  3. Click Parse & Push to Sheet
Client Pulse — Client Birthday Greetings
Client Birthday Greetings dashboard showing today's birthdays and the All Client List upload box
07

Set your send time — you're all set

1 Choose the hour window when daily dues reminders and birthday greetings go out.
Client Pulse — Send Time
Send Time settings showing a Daily send window dropdown set to 8:00 to 9:00 AM
The send time isn't exact — emails fire sometime within that hour window, not at the minute it starts. Check your Gmail after the window closes to confirm everything went out, and always double-check that the right emails are attached to the right clients.
2 Keep your lists current.
Re-upload and parse your Life Policy List and All Client List at the start of every month — this makes sure any new clients are picked up and included going forward.
Setup complete

You're all set, advisor.

What just happened

  • ✓ Your Apps Script backend is deployed and connected to Client Pulse
  • ✓ Your branding is saved — name, contact email, photos, and links
  • ✓ Your dues and birthday lists are uploaded and your send time is set

What's next

  • ✓ Daily reminders and birthday greetings send automatically within your chosen window
  • ✓ Check your Dashboard anytime for daily stats
  • ✓ Re-upload at the start of each month to catch new clients
📱
Did you know?

You can also access Client Pulse from your mobile phone.

  1. Copy the Apps Script Web App URL from Connection Setup in Step 4
  2. Open the Client Pulse link on your phone's browser and add it to your home screen
  3. Log in with your email, go to Settings, and paste the Web App URL into Connection Setup
  4. Save it and refresh the app — you're all set!

If something doesn't go to plan

A few things that look like errors but are completely normal.

Refresh the sheet tab (F5 or Cmd/Ctrl+R) and wait about 10 seconds. The menu loads after the page finishes opening — it won't appear instantly.
That's expected the first time you run any function. Click through each prompt and choose Allow — it only asks once per permission type.
Normal for a personal script that hasn't gone through Google's public app review — it isn't a security warning about your data. Click Advanced, then Go to [project name] (unsafe), then Allow.
Email jccbusinesssolutions16@gmail.com with a screenshot of what you're seeing and which step you're on.