Send Birthday Messages to Clients
If you'd like to send a birthday message or special offer to your Clients on their birthday, you can setup an SMS message or Email to be sent on your Clients' birthdays.
- Setup a new Template:
Create a new Template called 'Birthday Message', and include the content you wish to send.
Navigate to Practice > Integrations > Filters.
Click "New Filter" and call it 'Birthday Message' with the options:
Navigate to Practice > Integrations > Schedules.
Create a new Schedule called 'Birthday Message' with the options:
- Head to Practice > Integrations > Templates.
- Template: Select the Template you created earlier for Birthdays.
- Filter: Select the filter you created earlier for Birthdays.
- Location: All Locations.
- Repetition: Weekly
- Tick all days Monday through to Sunday.
- Time: Select the time of day to send the message.