Task creation for birthday
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Dawn Thomas
I would like a task created one week prior to clients birthday to send a physical post card to the client. I do not see a trigger that could automate that task. I see some comments asking for alerts however their alerts will not work for me. I want the alert even if they are dormant and not currently on schedule so that I can send the post card anyway.
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Abbi Moore
Merged in a post:
Client birthdays
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Sydney McClure
being able to toggle a notice for upcoming client birthdays. I think it is a nice way to build rapport.
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Jeana Johnson
Yes! The system can send birthday emails, in the least why can't it send an internal email/notification when a patient/client has a birthday that day?
Gina Croft
Love this idea!
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Erica Ciulla
I would love to know at least a 30 day notice.
Tyson Edwards
Great idea! How far would you want to know in advance? Within 30 days maybe?
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Shawn Faust
Tyson Edwards when the follow up apt is scheduled if it will be after the birthday. Ill say hey happy early bday or as I open their tbe first time after the bday
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Sydney McClure
Tyson Edwards: within 30 days definitely. Or if there was a little icon on the booking calendar when you are planning session for the week/month
Cherie Blickenstaff
Tyson Edwards: I think 2 weeks before and after the birthday would be ideal, then it would catch the nearest appointment, however different practises run differently, so even more ideal would be an option to choose the setting. If you see clients weekly, but someone else sees them monthly or less often, they would want different settings.
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Shawn Faust
Nice, especially for 18th bday