Jarbas
allows you to display your customers’ birthdays directly in the calendar,
making it easier to remember important dates and create relationship actions
such as messages, promotions, or special offers.
To make
this work, you just need to follow two simple steps.
1. Add the customer’s birthday to their profile
First, the
customer’s date of birth must be saved in their profile.
Here’s how:
On the home screen, tap the “+”
button.
Select
Customer.
Create a new customer or edit
an existing one.
Fill in the Birth Date
field.
Save
the profile.
If this
information is not filled in, the birthday will not appear on the calendar.
2. Enable birthday display in the calendar
After
adding the date of birth, you need to enable the option in the calendar
settings.
Follow these steps:
Go
to Settings.
Tap Calendar.
Turn on the option Show
birthdays on the calendar.
Done!
Once these
steps are completed, customer birthdays will automatically appear in the Jarbas
calendar on the corresponding dates.