Event Reminders will alert you when a client's birthday is upcoming so that you can take the opportunity to send the client birthday wishes. It's also a great way to keep clients engaged and send them offers or special discounts.
You can select a custom birthday reminder template for your event reminders in Setup > Configuration > Reminders.
This will support an email template or SMS template to be selected. When a birthday reminder appears in the Reminders section (on the main calendar page), it will have the selected template applied and you can then just click 'Send' to send the template off to the client.
To learn more about how Event Reminders work, see our article here.
- We hope you enjoy this new feature!