Birthday and Anniversary Outreach

Automatically celebrate birthdays, service anniversaries, and first-visit anniversaries with personalized offers, AI drafts, and redemption tracking.

Reference date: 2026-04-20T12:00:00Z

2026-04-20T09:00:00.000Z · Today! · (512) 555-0142 · ava.martinez@example.com

birthdayhvacNot sent1 redemption

Days until

Today!

Offer

10% off your next comfort check and priority booking

Outreach type

birthday

Status

Queued

2026-04-20T15:30:00.000Z · Today! · (312) 555-0189 · noah.chen@example.com

service anniversarydentalNot sent

Days until

Today!

Offer

$20 off a preventive care visit this month

Outreach type

service anniversary

Status

Queued

Edit the default offers by niche and occasion, then save overrides to local storage.

Niche	Birthday	Service anniversary	First-visit anniversary
HVAC	10% off your next comfort check and priority booking	Free filter replacement with your next maintenance visit	Complimentary thermostat inspection with any tune-up
Dental	A free whitening add-on with your next cleaning	$20 off a preventive care visit this month	Complimentary fluoride treatment at your next visit
Restaurant	Free dessert with any dinner reservation	$15 off a catering order or private event deposit	Two complimentary appetizers on your next visit
Med Spa	$25 off any facial or skincare treatment	Free dermaplane add-on with your next service	Complimentary skin consultation with a treatment booking
Law Firm	Free 15-minute legal check-in call	10% off a document review package this month	Complimentary case strategy follow-up consultation