Automated Birthday Emails for Clients

Acuity doesn't have a built in automation feature, but if you're interested in sending clients a birthday email or coupon for their birthday, we do have a workaround.

You can include a birth date field in an Intake Form and additionally make that field required for clients when booking an appointment. You can use the Textbox field to gather this info:

 

Screen_Recording_2020-10-30_at_03.00.24_PM.gif

Next, head to Appointments > Reports > Export. Tick the box next to the intake form with your birthday question, then export. You can then import that list into an email marketing program that has automation.

 

 

 

Have more questions? Submit a request