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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

  1. Fill Date of birth when you click Edit on a customer profile.
  2. When importing, include a Birthday column.
  3. If you use the member questionnaire, its date of birth question fills the profile too.
  4. 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

  1. Open Settings > Automations.
  2. Turn on Birthday greeting.
  3. 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.

More in Customers and members, or start with the getting started guide. Still stuck? Contact us.

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