Punchpass allows you to add your customer's birthday, and on their Info tab we will display it along with their age:
The Birthday Report
You can see a list of all customers who have a birthday in the system by clicking on Customers > Birthdays. We sort the report by month, and then by day.
View Birthdays on Class Pages
If your customer is reserved for a class on their birthday, we will let you know with the birthday cake icon next to their name!
Another thing you may notice, especially if you have been using Punchpass for a while, is that some birthdays may not have the year.
The reason is that Punchpass originally did not allow you to enter the year - only the month and day. So for customers where we do not have the year we leave that part off the display.
Sending a Birthday Message
You can send your customers a message on their birthdays by emailing them directly from their customer accounts.
Have a special offer you send out on birthdays? Automate it!
Send customers an automated email message on their birthdays.
To set up a birthday automation navigate to Manage Settings > Automations, and click on Birthday Email.
And you'll be prompted to create a birthday email message to send out automatically.
Updating Customer Birthdates
Customers can navigate to their profile and update their personal information at any time.
Admins can also update this information from the customers' accounts.