Send your clients a birthday wish
Save a client's birthday, the month and day only, and send a warm wish on the day. Off until you turn it on. Grow and Pro.
A little love on their birthday goes a long way. Save the month and day on the client's page, turn on Happy birthday, and Busy Book sends a warm wish on the day, once a year.
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1
Save the client's birthday
Open the client, scroll to Rules for them, pick the Month and Day under their birthday, and tap Save. Never the year.
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2
Turn on the birthday wish
In Settings, open Notifications and turn on Happy birthday. It starts off.
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3
Change the words if you like
Tap Edit words on Happy birthday to write it your way, in English and in Spanish. Keep it a warm wish, without an offer.
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4
It goes out on the day
On their birthday, between 10 AM and 6 PM your time, they get your wish once: by text when they said yes to birthday notes, by email otherwise.