Automated Birthday Emails

PracticeQ understands that your relationship with your clients is important, so our system supports automated emails to clients on their birthdays.

1. Click Bookings → Booking Settings.
2. Select the Messages tab. 
3. Click the Add Email button.
4. In the Please choose what you want to do: window, select Customize the Client Birthday email template.
5. Enter the settings:
   
   1. Give the email a customized Name if you wish.
   2. Enter the Email Subject line.
   3. Type the email body; click Add Field to add placeholders, such as [ClientName]. Placeholders pull the information from the client's profile.
6. Once ready, check the box labeled Is Active.
7. Click Save.

Notes About Client Birthday Email

• The Client Birthday email will not be available in PracticeQ once your practice is integrated with Engage. Engage will replace it with the Birthday Reminder message.
• A date of birth is required on a client's profile in order for them to receive the Client Birthday emails.