Weave can automatically send out Happy Birthday Wishes to your clients with Birthday Texts and/or Birthday Emails. To activate or customize your automated birthday wishes go to your Weave ‘Settings’ and select the ‘Auto Reminder’ setting from the menu. From there you will see ‘Birthday Wishes’ as your first option. Select the arrow next to ‘Birthday Wishes’ to activate or edit your wishes by clicking into the bubble to the right of the wish. Our short video below will walk you though those steps:
Step by step instructions:
From your Weave home page, click on the drop down arrow in the upper right hand corner of your screen.
Select ‘Settings’ from the Menu.
Click on the ‘Auto Reminders’ setting.
Select ‘Birthday Wishes’.
By default there is a Text and Email Template. Hover near a reminder for the blue pencil icon to appear.
Click on the blue pencil icon to preview or edit your message.
Click into the bubble to the right of a Birthday Wish to turn on the automated birthday wishes.