Wish your clients a Happy Birthday!

Setup and schedule a SMS birthday reminder

Updated over a week ago

Personalise a birthday message to send out to your clients based on the date of birth that is recorded for them in coreplus.

Please follow the below steps to Wish your Clients a Happy Birthday!

1. Click on Setup > Settings 
2. Select SMS Birthday Reminder
3. Tick Enable Birthday SMS Sending and type out the message
4. Once you have typed the message, you can enter your mobile number and click Send a test birthday message to preview the message.
5. Once you're happy with it, click Save

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