🔔 Sell / Billing

Birthday Reminders

Birthday Reminders gives you a live view of which customers have a birthday today or in the days ahead, plus a one-click way to generate reminder records so your birthday offers and outreach go out on time.

📍 Menu path: Sell / Billing → Birthday Reminders

👤 Who uses it: All Billing/Customers-access roles

Overview

The page opens with four stat tiles — Today's Birthdays, Upcoming (7 days), Active Offers, and This Month Redemptions — pulled from a single dashboard summary endpoint.

Below that, a dedicated "Today's Birthdays" section lists every customer whose birthday is today, and an "Upcoming Birthdays" section lists customers with birthdays in a selectable window ahead (7, 15, 30 or 60 days), each tagged with how many days away it is (Today!, Tomorrow, or In N days).

Clicking Send Reminders does not message customers directly from this page — it creates reminder records (3 days before each customer's birthday) that your reminder/notification workflow then acts on.

Before You Start

Birthday Reminders requires the loyalty feature at the Advanced plan tier or above.
Customers need a birth date on file (Customers page) to ever appear in either the Today or Upcoming lists.
For the reminders you create here to actually mean something, set up at least one Birthday Offer so customers have something to be reminded about.

Step-by-Step Guide

1 Review today's and upcoming birthdays

Check the four stat tiles at the top for an at-a-glance count of today's birthdays, the upcoming window, active offers, and this month's redemptions.
If any customers have a birthday today, they appear in the "Today's Birthdays 🎉" section with their phone and email, tagged "Today!".
Scroll to "Upcoming Birthdays" to see customers with birthdays coming up, each row showing phone, email, the birthday date, and a coloured badge (orange within 1 day, yellow within 3 days, blue otherwise).

2 Change the upcoming-birthdays window

Use the dropdown next to "Upcoming Birthdays" to pick Next 7, 15, 30 or 60 days.
The list and stat reload automatically for the new window.

3 Generate reminder records and refresh

Click Send Reminders to create reminder records for customers whose birthday is 3 days away — a toast confirms how many reminders were created.
Click Refresh at any time to reload both the dashboard stats and the birthday lists without changing the selected window.

Every Field & Button, Explained

Field / Button	What it does
`Today's Birthdays / Upcoming (7 days) / Active Offers / This Month Redemptions`	Summary stat tiles pulled from the dashboard summary endpoint.
`Send Reminders`	Creates reminder records for customers 3 days from their birthday (server-side daysBefore: 3); shows a count-of-created toast on success.
`Refresh`	Reloads the dashboard summary and both birthday lists.
`Today's Birthdays section`	Customers whose birthday is today, with phone and email shown if on file.
`Upcoming Birthdays window selector`	Next 7 / 15 / 30 / 60 days — changes which customers appear in the Upcoming list.
`Days-until badge`	Today!, Tomorrow, or "In N days", colour-coded orange (≤1 day), yellow (≤3 days) or blue (further out).
`Helpful tip card`	Reminds you to visit Birthday Offers to configure the actual reward tied to these birthdays.

Tips & Best Practices

Add birth dates to as many customer profiles as possible (Customers page) — this page and its stats are only as complete as that data.
Click Send Reminders regularly (e.g. daily) rather than once, since it only creates reminders for customers exactly 3 days out at the moment you click it.
Pair this page with at least one active Birthday Offer — reminders on their own do not apply any discount or reward.

Troubleshooting & FAQ

No customers show up in Today's or Upcoming Birthdays.

This page only shows customers who have a birth date saved on their profile — add or edit birth dates from the Customers page.

What does Send Reminders actually do — does it message the customer?

It creates reminder records for customers 3 days from their birthday; actually notifying the customer depends on your configured reminder/notification workflow, not this button alone.

Active Offers shows 0 even though I created a birthday offer.

Check that the offer is marked Active and its scope (Company/Unit/Branch) matches the branch you are currently viewing — the count only includes offers active for the current scope.

Birthday Reminders is missing from my sidebar.

It requires the Advanced plan tier or above (loyalty feature) — check your plan under Settings → Billing/Subscription.

🧑‍💻 Developer Notes

Source component(s):

frontend-app/packages/pos-react-lib/src/pages/BirthdayRemindersPage.jsx

Backend endpoints used:

GET /birthday-offers/dashboard/summary
GET /birthday-offers/birthdays/upcoming
GET /birthday-offers/birthdays/today
POST /birthday-offers/reminders/create

Related tables (db-core repositories):

Customer
BirthdayOffer

Redux slices:

scope (selectCurrentScope / getScopeQueryParams)

Feature flag key: loyalty (requires advanced plan tier or above)

Unlike Birthday Offers, this page has no managerOnly restriction, so any role with access to the loyalty feature can view birthdays and trigger reminder creation. The "Send Reminders" action always uses a fixed daysBefore: 3 regardless of the selected Upcoming window, since that window only controls what is displayed, not what is reminded.