How do I find the clients with a birthday this month?

In Appointments › Clients choose the “Birthday this month” view.

Where: AppointmentsClientsBirthday this month

Steps

Open Appointments › Clients.
At the top choose “Birthday this month”.

The Appointments › Clients › Birthday this month screen in WordPress — The screen in WordPress, with sample data. Click the picture to see it full size.

Good to knowThe birthday shows only if the client has entered it. Switch on the birthday question in the form, and send the greetings automatically from Sales › Marketing › Birthday & consent.

How do I ask for the birthday?
How do I send birthday greetings?

Was this article helpful?

How do I find the clients with a birthday this month?

Steps

Related articles