🔔 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
loyaltyfeature 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.