{"id":1541,"date":"2024-11-23T04:58:50","date_gmt":"2024-11-23T04:58:50","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4871095069213-send-happy-birthday-greetings\/"},"modified":"2026-03-25T09:14:13","modified_gmt":"2026-03-25T09:14:13","password":"","slug":"4871095069213-send-happy-birthday-greetings","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4871095069213-send-happy-birthday-greetings\/","title":{"rendered":"Send Happy Birthday greetings"},"content":{"rendered":"\n<p>Automatic notification that is sent to the client on their <strong>birthday.<\/strong><\/p>\n\n\n\n<p>The notification is generated only if the date of birth is specified in the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861029589661-information-in-client-s-card\/\">client card<\/a>.<\/strong><br>The message will be sent within the time <strong>period you select before the birthday, or on the birthday itself, based on local time.<\/strong><\/p>\n\n\n\n<p>Used to increase customer loyalty and promote discount campaigns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup and editing<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the <strong>Administration<\/strong> mode, go to <strong>Notifications<\/strong>, then open the <strong>Notification types<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b00104&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b00104\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"609\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-1024x609.png\" alt=\"\" class=\"wp-image-309646\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-1024x609.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-300x178.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-768x456.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-1536x913.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-2048x1217.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-360x214.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-25-at-10.24.04-1-1568x932.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>In the <strong>Client > Retention<\/strong> section, select <strong>Birthday greeting<\/strong> by clicking the notification name or the <strong>pencil<\/strong> icon.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b00a21&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b00a21\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"296\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-1024x296.png\" alt=\"\" class=\"wp-image-234553\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-1024x296.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-300x87.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-768x222.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-1536x444.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-360x104.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41-1568x453.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.14.41.png 1856w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>On the <strong>General settings<\/strong> tab, choose the sending conditions:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the message sending time: available time from <strong>00:00 to 23:00<\/strong>, according to your time zone.<\/li>\n\n\n\n<li>Specify when to send the notification: <strong>a few days before<\/strong> the birthday (from 1 to 14) or <strong>on the birthday<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b014e6&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b014e6\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"805\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-1024x805.png\" alt=\"\" class=\"wp-image-234580\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-1024x805.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-300x236.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-768x604.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-1536x1208.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-360x283.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06-1568x1233.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.25.06.png 1796w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Configure how notifications will be sent via multiple channels. For more details about multi-channel notification scenarios, see the article. Available channels:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SMS \/ chat-bots<\/strong><\/li>\n\n\n\n<li><strong>Email<\/strong><\/li>\n\n\n\n<li><strong>Branded app<\/strong><\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b0350e&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b0350e\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"755\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-1024x755.png\" alt=\"\" class=\"wp-image-234601\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-1024x755.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-300x221.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-768x566.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-1536x1132.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-360x265.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13-1568x1156.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.26.13.png 1818w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Templates<\/h2>\n\n\n\n<p>After setting up the sending scenarios, configure<strong> templates for different channels<\/strong>. More details on setting up notification templates are available <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4870263029405-types-of-notifications-and-configuring-their-templates\/\">here<\/a>.<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>When editing the notification on the <strong>Notification templates<\/strong> tab, you can set different text for each available sending channel.<\/li>\n\n\n\n<li>For the <strong>SMS template<\/strong>, variables are available \u2014 they will automatically insert visit, service, client, or location data. To add a variable to the template, click <strong>Add variable<\/strong>, then choose the one that fits the context. <\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>After adding a variable, use a space to separate the variable from the main text and other variables.<\/p>\n<\/blockquote>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b04570&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b04570\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"746\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-1024x746.png\" alt=\"\" class=\"wp-image-234619\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-1024x746.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-300x219.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-768x560.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-1536x1119.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-360x262.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59-1568x1143.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.28.59.png 1828w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>In SMS notification templates, you can use<strong> emoji<\/strong>. To do this, click the smiley button and choose one from the list or add your own.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b053a9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b053a9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"751\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-1024x751.png\" alt=\"\" class=\"wp-image-234640\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-1024x751.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-300x220.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-768x563.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-1536x1126.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-360x264.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46-1568x1149.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.29.46.png 1828w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Standard templates with variables<\/strong><br><br>Client name, happy Birthday! May this day bring joy, smiles, and wonderful moments. We\u2019ll be happy to see you at Company name Online booking link<br><\/p>\n\n\n\n<p>Happy Birthday! Sincerely, Company name<br><br><strong>Example<\/strong><br><br>\u201cAlex, happy Birthday! \ud83e\udd73 May this day bring joy, smiles, and wonderful moments. We\u2019ll be happy to see you at HappyGio <a>https:\/\/nXXXXXX.alteg.io\u201d<\/a><\/p>\n<\/blockquote>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>For the <strong>Email <\/strong>channel, editing the template is not available, but you can add additional information. To do this:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When setting up notification templates, go to the <strong>Additional information in email<\/strong> tab.<\/li>\n\n\n\n<li>Enter additional text, upload an image, or add a link.<\/li>\n\n\n\n<li>To see how the email will look, click <strong>Email preview<\/strong>.<br>Click <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>More details on setting up notification templates are available in the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4870263029405-types-of-notifications-and-configuring-their-templates\/\">article<\/a>.<\/strong><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b0683c&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b0683c\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"749\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-1024x749.png\" alt=\"\" class=\"wp-image-234667\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-1024x749.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-300x219.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-768x562.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-1536x1123.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-360x263.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57-1568x1147.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.34.57.png 1808w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>For all notification templates,<strong> preview<\/strong> is available \u2014 how the message will look when sent to a client, employee, or administrator, taking variables into account.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b075e8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b075e8\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"745\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-1024x745.png\" alt=\"\" class=\"wp-image-234688\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-1024x745.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-300x218.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-768x559.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-1536x1117.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-360x262.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37-1568x1141.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.36.37.png 1820w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Finishing setup<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After completing the configuration, click <strong>Save<\/strong> in the bottom-right corner of the page.<\/li>\n\n\n\n<li>To enable the notification, return to the <strong>Notification types<\/strong> tab and switch the toggle to the active state. To disable the notification, switch the toggle to the inactive state.<br>To the right of the notification name, the enabled sending channels for this type will be displayed.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b08414&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b08414\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"313\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-1024x313.png\" alt=\"\" class=\"wp-image-234709\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-1024x313.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-300x92.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-768x235.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-1536x470.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-360x110.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54-1568x480.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-05-at-13.38.54.png 1792w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Automatic notification that is sent to the client on their birthday. The notification is generated only if the date of birth is specified in the client card.The message will be sent within the time period you select before the birthday, or on the birthday itself, based on local time. Used to increase customer loyalty and&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4871095069213-send-happy-birthday-greetings\/\">Continue reading <span class=\"screen-reader-text\">Send Happy Birthday greetings<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[59],"doc_tag":[1462,1507,1252,1609,1297,1432,1492],"class_list":["post-1541","docs","type-docs","status-publish","hentry","doc_category-types-of-notifications","doc_tag-appointment-en","doc_tag-client-en","doc_tag-location-en","doc_tag-online-booking-en","doc_tag-service-en","doc_tag-specialization-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":488,"total_views":"468","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Types of notifications","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/types-of-notifications\/"}],"doc_tag_info":[{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Online Booking","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/online-booking-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Specialization","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/specialization-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1541","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1541"}],"version-history":[{"count":13,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1541\/revisions"}],"predecessor-version":[{"id":309688,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1541\/revisions\/309688"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1541"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1541"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}