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How to set up birthday rewards automation

Requirements

  • Available on: Growth and above
  • Device access: Web & mobile browser
  • Permission: Owner

Make every client feel remembered on their birthday — automatically. SalonHub360 gives you two birthday tools: a birthday email greeting and a birthday reward that drops a voucher into the client's account. Both run on their own once set up.

Send a birthday email

The Birthday Email automatically emails a greeting to clients whose birthday is today and who have a birthday, an email, and marketing consent on file.

  1. In the left menu, open Marketing, then choose Birthday Email (or go to /marketing/birthday). The Birthday Email editor with template fields and a live preview

    <!-- CAPTURE: route=/marketing/birthday | login=owner | state=editor loaded | highlight=template editor and preview | viewport=1440x900 -->

  2. Tick Send birthday emails automatically to turn the greeting on.

  3. Fill in the Subject, Headline, and Message. Use {{customerFirstName}} and {{businessName}} as placeholders — they're filled in for each client.

  4. (Optional) Upload a Banner image and add a Button text and Button link (for example, a "Book your visit" button to your booking page). The banner image upload and call-to-action button fields

    <!-- CAPTURE: route=/marketing/birthday | login=owner | state=editor with image + CTA | highlight=banner and button fields | viewport=1440x900 -->

  5. Click Save. Use Send test to me any time to preview the real email in your own inbox.

Note: The header shows how many clients currently have a birthday and email on file, so you know the automation has an audience.

Add a birthday reward (a voucher)

To give clients an actual reward on their birthday — not just a greeting — set a birthday reward inside your rewards program.

  1. Open Settings → Rewards & Benefits and scroll to Birthday reward (optional).

  2. Choose a reward to send (or select + Create new reward… to build one — see Create reward types).

  3. Set how many days before their birthday the reward should arrive, then Save program.

Note: If a client has both the birthday email and a birthday reward enabled, they may receive two messages — a greeting and a reward notification. That's expected.

Tip: This article focuses on the rewards side. For the full email-automation walkthrough, see Set up birthday email automation.

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