How do I generate a list of client birthdays?

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SUMMARY

This article will provide you with the instructions to obtain client birthdays in two different methods: Option 1-Day and Month for a list of all clients. Option 2- Day/Month/year for clients based on when they have visited the business.

 


CONTENT

Mailing List-This will produce a list of client birthdays with month & day only. DOES NOT show year of birth.

Schedule at Glance Report - This will show the birthday of recently visiting clients (by exporting to Excel only) that includes the year.

 


CONDITIONS

  • You must have the staff permissions to access the Mailing Lists and Schedule at a Glance reports
  • You will need the ability to export to Excel

 


ANSWER

Mailing Lists:

  • This will only show a list of client birthdays with month and day only. Will not show the year of birth.
  1. Click on the Reports tab.
  2. On the left, select Clients.
  3. Choose the Mailing Lists report.
  4. At the top, use the dropdown to select - All Clients With Birthdays Between.
  5. Change the Start Date to 1/1/1900 and leave the End Date as today.
  6. Use the dropdown to change the Client's Opt-in Status to All Clients if you wish to view all of your clients.
  7. Click the Generate button to display your results.
  8. Click on the Export to Excel icon near the generate button if you wish to export the report.

 

Schedule at a Glance:

  • This report will only show the date of birth for clients who have had a visit during a specified date range and will include the year.
  1. Click on the Reports tab.
  2. On the left side, select the Clients tab.
  3. Locate the Schedule at a Glance report.
  4. Enter in the date range you wish to generate results for.
  5. Export the report by clicking on the Export to Excel icon near the Generate button.
  6. View the exported results in Excel.


ADDITIONAL RESOURCES

 










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