Client Birthdays
complete
Anna and Jon Ruiz
We have the client birthday feature in the ZenMaids software for us to manually enter in a clients birthday but I feel like it should have some automation added for it to make it more useful.
Such as a birthday card option. Any clients that have a birthday manually entered in will automatically be apart of this. In the emails & text settings we should be able to set up a "birthday card template" that can automatically be sent to the clients on their birthday or birth month. This can easily be an added feature and should have the options to opt in or out of this feature much like the other automated emailed communications.
My main attraction to this is so I can start a "Birthday Club" so I can gift my select clients a free cleaning during their birthday month.
P.S. Do we at least get an alert sent to us when it is a clients birthday? Or do we have to manually track this still despite it being in ZenMaids?
A
Amar Ghose
complete
This went live yesterday!
Set yours up here :-)
https://app.zenmaid.com/settings/celebrations