It is an automatic notification sent to the clients on their birthday.
The notification is sent only if the client's birthday is specified in the client's card. The congratulation notification is sent at 12:00 local time.
It helps build loyalty with clients and promote discounts.
Configuring and editing
1. In the main menu go to the Settings — System settings — Notifications section and open the Types of notifications tab.
2. In the Client notifications section select Send Happy Birthday greetings and click Edit (the pencil button).
3. Enable the notification by checking the box.
4. Select one of three standard templates or create a new one.
5. Configure the Channels.
6. Click the Save button.
1. Happy Birthday! We wish you all the best and hope you have an amazing day! Sincerely, %TITLE%
2. Have a wonderful time and a very happy birthday! Sincerely, %TITLE%
3. Happy Birthday! Sincerely, %TITLE%
4. Your own template
Each template contains variables. Instead of these parameters data about appointments will be displayed:
- %TITLE% — company name specified in Settings > My Location > Location Settings
- %CLIENT_NAME% — name of the client
An example of the notification using the standard template:
“Happy Birthday! We wish you all the best and hope you have an amazing day! Sincerely, Chop-Chop”