Birthday reminders with wishes to send
Birthdays are an easy reason to get in touch. The CRM dashboard lists customers whose birthday is today and those coming up, so you can send wishes, or a small offer, in a click and give regulars one more reason to come back.
Birthday reminders in SeroPOS
Birthdays today
The CRM dashboard shows every customer whose birthday is today.
Coming up next
Upcoming birthdays are listed too, so you can plan an offer a few days ahead.
Send wishes
Send birthday wishes to a customer from the dashboard without looking up their details.
Uses the date of birth
Birthdays come from the date of birth on the customer record, from the back office or the app.
Pairs with loyalty
Combine wishes with a birthday discount rule or bonus points for members.
On the CRM dashboard
Birthdays sit next to today's follow-ups and lead counts, where you start the day.
Collecting birthdays
Birthday reminders use the date of birth on the customer record. Staff can add it when creating a customer in the SeroPOS app, which has a DOB field on the add and edit customer screens, or in the back office under Contacts. Imported customers can include it in the spreadsheet.
Ask for it lightly. Many customers are happy to give their birthday when they join a points program or sign up for offers, especially when they know there is something in it for them. The year is not needed for a greeting, but the field stores a full date. Customers can always decline.
The birthday list
Open the CRM dashboard in the back office. Alongside lead counts and today's follow-ups is a birthdays panel listing customers with a birthday today and those coming up. Each entry shows the customer, so you can see at a glance who to contact. It takes a moment to scan each morning.
From the panel, send wishes to the customer. It takes a few seconds per customer, so even a busy owner can keep up with a list of regulars every morning before opening. A short personal message from the owner tends to land better than a generic promotion, so keep it warm and simple.
- Birthdays today
- Upcoming birthdays
- Send wishes from the dashboard
Turning wishes into visits
A plain greeting is nice. A greeting with a reason to visit works better: a free coffee this week, a dessert on the house or a percentage off their next order. Set up a discount rule under Sell, then Discounts, for a customer group of members, or tell staff to apply a birthday discount when the customer comes in.
If you run reward points, a birthday is a good moment to remind members of their balance. Customers who have points waiting are more likely to come in and use them. A birthday reward is a simple, friendly way to remind them. Keep the offer small enough to be affordable for every member, and generous enough that customers feel it was worth giving their date of birth.
A small habit for the whole team
Make checking the birthday list part of opening the shop. It takes a minute, and staff can greet a regular by name when they come in on their birthday. Front-of-house staff who know it is a customer's birthday tend to give better service without being told. Regulars notice when staff remember.
Birthday reminders are part of the CRM in the Pro plan, along with leads, follow-ups, campaigns and the customer portal. Try it free for 14 days, with no card needed, and see whether birthday wishes bring regulars back more often over the next few months. It costs very little to try properly.
Frequently asked questions
Where do I see customer birthdays?
On the CRM dashboard in the back office. It lists customers with a birthday today and those coming up, next to today's follow-ups and lead counts. Check it each morning before you open, so wishes go out on the right day.
How does SeroPOS know a customer's birthday?
From the date of birth on their customer record. Add it when creating or editing the customer in the app or in Contacts in the back office, or include it in a contact import. Ask customers for it when they join your loyalty program, so the list grows naturally over time.
Can I send birthday wishes automatically?
The CRM dashboard lists today's and upcoming birthdays with an option to send wishes to each customer. Check the list each day and send wishes from there. It takes a minute, and regulars appreciate being remembered on their day. It is a small habit.
Can I give customers a birthday discount?
Yes. Create a discount rule under Sell, then Discounts, for the products and dates you want, or have staff apply a discount at the till when a customer mentions their birthday. Keep birthday offers simple so staff can apply them consistently at the till.
Which plan includes birthday reminders?
Birthday reminders are on the CRM dashboard, part of the Pro plan at $50 a month. The 14-day free trial includes the CRM, with no card needed. Your customer data stays in place when you choose a plan. Nothing has to be re-entered.