Sending birthday wishes automatically is a simple way to make clients feel valued 🥳 — and happy clients stay engaged and spread the word about your studio. This article covers how birthday automations work and how to target the right clients.
Two Ways to Send
You can send the birthday message on:
- The client's exact birthday (in your studio's local time), or
- The first day of their birthday month (local time).
We recommend using just one of these at a time, so each client gets a single, focused birthday message.
Target by Package
You can narrow a birthday automation by package. Associate one or more packages so only clients on those packages get the message, or exclude packages so clients on them are skipped — handy when you want to celebrate only your members, or only clients on a specific membership. For how to set this up, see Associate/Exclude Packages from an Automation.
Good to Know
- Birthday automations work with the ClubReady, Mariana Tek, and Mindbody booking platforms. Glofox doesn't provide birthday data, so they aren't available there.
- Loyalsnap pulls birthdays directly from your booking platform. If a client hasn't added their birthdate there, it won't appear in Loyalsnap and they won't receive the message.
- Birthday automations can only send on the birthday itself or the first day of the birthday month — not before (for example, not the day before).
- Watch out for placeholder birthdays (like January 1, 1900) in client profiles, since they can throw off who receives the message.
Birthday automations are built by the Loyalsnap team, but you can associate or exclude packages yourself in the automation's settings once it's live.
For more on adding a birthday automation or updating an existing one, see How to Request or Update a Custom Automation.