Marketing

Sending Birthday Deals

Reward clients with a discount when they book near their birthday — a reason to come back that has nothing to do with a sale.

1. Open your dashboard

   Marketing tools live in your Pro Dashboard alongside your bookings and clients.

2. Open Marketing, then Birthday Deals

   Click Marketing in the sidebar — it opens a submenu grouped by goal. Birthday Deals sits under “Keep existing clients,” alongside Loyalty Program and Win-Back Offers.

3. Set the birthday window

   Name the deal, then set how many days before and after a client's birthday it applies — here, 14 days on each side. Clients without a birthday on file won't qualify.

4. Choose the reward and create the deal

   Pick a percentage discount, a fixed-dollar discount, or a free add-on, then click Create Campaign.