Adding a birthday to a Client's record serves a few purposes.
- Those will one on file will receive the Birthday Greeting Autopilot (if activated).
- You can filter your list by birthday to send a targeted Campaign to those Clients.
To add a birthday to a Client's record, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Under the Details tab, select Birthday.
- Enter the Date (MM/DD/YYYY) or use the date picker to select it.
- Select Save to add the birthday and to return to your list.