Birthdays & clients who haven’t returned
Enable birthday greetings and reactivation messages with your business’s timing and wording.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Need client data, applicable consent, an active channel and resources. Each is configured separately.
Step by step
- For birthdays, record the client’s date of birth.
- Choose channel, local time and text.
- For reactivation, separately configure days since the last visit and a message with a booking link.
- Enable each automation you need and review its results.
Usage details
Each automation needs data, a channel, resources and applicable consent. Mentioning a gift does not create a coupon: configure the promotion separately.