Neko can send Birthday messages to your clients when it's their birthday.
To setup a Birthday message, click the Marketing tab and then Marketing Setup or go to https://my.neko.software/Marketing/Setup
In the Birthdays section, Turn on the Birthday message in the Text/SMS and/or Email section by set the Send Birthday Emails or Send Birthday Messages to Yes.
You can set when the message is sent to your client by selecting the Send Out Birthday Messages option to one of the following:
- Day of Birthday
- Day before Birthday
- Week before Birthday
- Month before Birthday
We recommend for emails to set Week before Birthday and Text/SMS to Day of Birthday.
Tip: Why not offer your client a discount for their Birthday.
You can check if the client has received their Birthday message in their Client Card under the Communications Setup
- Messages will not be sent if the client has Do Not Mail set in their Client Card.