How to Enable Birthday Reminders for a Party
Know how to enable birthday reminders for a party on myBillBook
Written By Team Flobiz
Last updated Almost 2 years ago
Feature Overview
myBillBook now makes it easier to remember client birthdays by enabling birthday reminders for parties. This feature helps maintain a personal touch with clients, enhancing relationships and business loyalty. The reminders ensure you never miss a chance to connect with your clients on their special day, adding a unique personal touch to your professional interactions.
Steps to Enable Birthday Reminder Feature
Step 1: Enable Birthday Reminders:
Open the Parties Dashboard in your myBillBook app.
Tap the Settings icon located in the top-right corner of the screen.
Toggle the Party Birthday Reminders switch to "ON."
Click on the Save button to confirm your settings.
Step 2: Add or Update Party Details:
On the same dashboard, click on the Edit Party icon in the top-right corner.
Navigate to the Other Details section.
Enter the Contact Person's Name and Date of Birth fields accurately.
Save the updated details for the party.
Step 3: Verify the Reminder:
Ensure all saved entries are correct.
Test the reminder feature by checking the calendar or notifications section
Watch How to Enable Birthday Reminders
FAQs on Enabling Birthday Reminder Feature
Can I enable birthday reminders for all parties at once?
Can I enable birthday reminders for all parties at once?
No, birthday reminders need to be enabled for individual parties by filling out their respective contact details.
Will I receive notifications for birthdays on my mobile app?
Will I receive notifications for birthdays on my mobile app?
Yes, once reminders are set up, you will get notifications for upcoming birthdays.
What happens if I don’t save the party details after enabling the reminder?
What happens if I don’t save the party details after enabling the reminder?
The reminder will not function unless the Contact Person's Name and Date of Birth are correctly saved in the party details.
Can I edit the date of birth later?
Can I edit the date of birth later?
Yes, you can update the date of birth and other details by clicking the Edit Party icon.
How will this feature help my business?
How will this feature help my business?
Birthday reminders allow you to build stronger client relationships by adding a personal touch, which can enhance customer retention and satisfaction.
Was this helpful?
Still need help? Share an idea