Birthdays are one of the best opportunities to strengthen customer relationships. With the Customer Birthday Workflow Event in Booknetic, you can celebrate your customers automatically and meaningfully, without needing to track dates manually.
This feature adds a dedicated workflow event that triggers whenever a customer’s birthday arrives. From there, you can define actions such as sending personalized greetings, exclusive offers, or loyalty rewards, which make your customers feel valued and encourage long-term engagement.
Key Benefits
Automated Greetings Send warm birthday wishes by email, SMS, WhatsApp, or Telegram automatically, right when they matter most.
Flexible Scheduling Choose whether the workflow should run on the exact birthday, or use offsets to send messages before or after the big day (e.g., send a coupon 2 days before, or a thank-you message the day after).
Targeted Campaigns Create birthday campaigns tailored to specific customer groups by applying filters such as gender, birth month, or birth year. For example, send one type of promotion to women in June and a different one to men in December.
Stronger Customer Loyalty Everyone loves to be remembered. Whether it’s a discount code, a small gift, or a heartfelt message, birthday greetings show customers that you care, helping to build lasting loyalty.
Full Workflow Power Combine birthday triggers with other workflow actions. For example:
Send an email greeting + a discount code.
Trigger a webhook to update your CRM with a “birthday contacted” note.
Post a Slack notification for your team to call VIP customers on their birthday.
Example Use Cases
Retail Stores – Email customers a birthday coupon valid for their next purchase.
Salons & Spas – Send an SMS offering a 20% birthday discount for any service booked within their birthday month.
Gyms & Clubs – Celebrate members’ birthdays by adding a free training session or bonus credit.
Online Courses – Send a personalized thank-you email and suggest a new class as a “birthday gift.”
