Client Birthday Emails

Want to send your clients a friendly birthday message? 🥳 Let us help, and perform this action automatically for you! 🎂

To set your preferences, as a provider:

  • Click on My Profile
  • Under the section "Calendar Settings" find Client Birthday Emails and click the blue  button

From here you have 3 options:

  • Do not send emails
  • New & Active Clients (based on the client's status in their profile)
  • All Clients (New, Active, and Inactive)

On the client's birthday (entered in their profile), they will receive an automatic email wishing them a happy birthday. 

The email content cannot be customized and will be in the following format:

Subject: Happy Birthday!

Dear __,
Happy Birthday! Wishing you a wonderful year ahead.

Warm regards, Provider Name