Definition
Gifting budgets let you allocate a set amount of spend to teams or individuals so they can send gifts without approval delays. Budgets help you control costs while giving people the freedom to recognise others in the moment.
What is it?
A gifting budget or recognition budget is a pre-defined amount of funds assigned to a team or person for giving gifts through the platform. It helps structure and control spend across your organisation.
Why does it matter?
Budgets help you manage costs, avoid overspend, and empower teams to recognise contributions without admin overhead. It’s key for running consistent recognition or rewards programmes.
How does it work?
Decide who needs a budget
Choose who should be able to send gifts, such as managers, customer-facing teams, or everyone in your organisation.
Create a new budget
Go to Budgets in the navigation and click Create a budget. Give it a clear, recognisable name.
Set the budget amount
Choose whether everyone receives the same amount, or not, and how much each participant receives per period (for example, £100).
Choose when budgets are received
Add a start date and the date of the second and ongoing payments.
Decide how budgets refresh
Choose whether unused budget rolls over into the next period or resets to zero.
Add gifting reasons
Set the reasons people can select when sending a gift, such as “Say thank you” or company values like kindness or honesty.
Add participants
Invite the people who should receive the budget. Once added, they’ll be allocated their budget automatically.
Review and publish
Check the programme details and invitation email, then click Publish to make the budget live.
How budgets work after setup
Participants receive an email invite and can access the app.
If they’re part of multiple programmes, they can switch between budgets.
They can send gifts as normal, either choosing a specific gift or letting the recipient choose.
Common pitfalls / misconceptions
Budgets don’t auto-allocate themselves - they must be set per team or person.
Tracking redemption helps ensure budgets are used effectively.
Quick FAQ
How are gifting budgets funded?
Budgets are funded from your wallet or card account. We’ll automatically check there’s enough balance each period.
What happens if there aren’t enough funds?
If your wallet balance is too low, the required amount will be taken from the card on file automatically.
Can I change a budget after it’s live?
Yes. You can update amounts, participants, and settings at any time.
Can one person have multiple budgets?
Yes. If someone is part of multiple programmes, they can switch between budgets in the app.