How to track birthdays and send birthday wishes.
Timeo keeps one date of birth per customer and uses it for the birthday list and the automatic greeting.
- Who it is for
- Owners, managers and front desk staff
- Plan
- Every plan (Basic, Advance and Team)
Collect birthdays
- Fill Date of birth when you click Edit on a customer profile.
- When importing, include a Birthday column.
- If you use the member questionnaire, its date of birth question fills the profile too.
- Members can add their own under Personal details in the member app.
See who has a birthday this week (gyms)
The gym Dashboard has an Upcoming birthdays card listing members with a birthday in the next 7 days. Click Send a wish to open a WhatsApp chat with that member.
Send a greeting automatically
- Open Settings > Automations.
- Turn on Birthday greeting.
- Pick a coupon under Attach coupon (optional) if you want to include a gift, then click Save.
What your customers see
- On their birthday, members get a happy birthday message from your business, with the gift coupon in their wallet if you attached one.
Common problems
- The birthday card says no birthdays saved yet.
- No member has a date of birth on file. Ask members to add theirs in the app, or fill it in on their profile.
- I do not see Upcoming birthdays on my dashboard.
- The card is on the gym dashboard. Other businesses use the birthday greeting automation instead.
Related guides
- How to edit a customer profile and keep notes
- How to set up the new member questionnaire
- Marketing and loyalty
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.