Guide
- Go to Communication, then Birthday Emails
- Toggle the tool On, in the top right corner
- Enter a Subject, then select your preferred When to send? option
- Optionally, click Add Promo to include a discount in your email
- Optionally, click Edit Design to customize the look and feel of your email
- When ready, click Save in the bottom right
Notes
- Once your Birthday Emails are set up, it's totally hands-off for you
- We will automatically email each client who has a birthday in their client file
Video
Related
- Automatically sharing upcoming availability with clients
- Automatically requesting Client Referrals from your clients
- Automatically requesting Google Reviews from your clients
- Automatically sending Wellness Check-ins to your clients
- Creating and sending Email Newsletters to your clients