View customers' birthdays

Written By Ascend knowledge base (Administrator)

Updated at March 20th, 2023

There's a lot of excellent ways to encourage customers to visit your shop, but one of the most fun is with a birthday invite! You can easily track customer birthdays in Ascend.

See customer birthdays

  1. From the Ascend desktop, select View > Birthdays.
    Screenshot of the Ascend desktop with the View menu open and Birthdays selected

A list of your customers with their birthday opens. The list is automatically filtered by the Days Left column, indicating how many days until your customers' birthdays. The customers at the top of the list have birthdays coming up the soonest (for example, I have 18 days until Bronn Blackwater's birthday)

Screenshot with the Days Left column highlighted

Email customers

If the customer's Customer record includes their email, you can email them directly from this page.

  1. Highlight the customer you want to email. If they have an active email address, the email icon will be active at the top of the page.
    Note: You can highlight multiple customers (by holding Control on your keyboard while clicking) who have attached email addresses to email more than one person at a time.
  2. Once the customer is highlighted, select the Email icon.
  3. An email window opens.
    The subject is automatically filled with Happy Birthday!. If you selected multiple customers to email, they will be BCCed (and not be able to see who else was emailed).
    Screenshot of a sample email with the subject line "Happy birthday!"
  4. Edit the email as needed.
  5. Click the Send icon when you're ready to send the email.