Client Report - Birthday

The birthday report allows you to see when clients birthdays are. coreplus is able to automatically send SMS birthday reminders to your clients. This can be managed within the 'Customize' panel.

To access this report, go to 'Dashboard' > 'Client' > 'Birthday'

Generating a Birthday Report

 

  1. Select the date range type and the date
  2. Optionally define groups who clients are allocated to

Press 'Generate' when you are finished.

 

Mark Pirotta -

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