How to Set Up Automated Birthday Messages in Clinic Convert

Remembering every patient’s birthday can be challenging, especially when managing a busy practice. With Clinic Convert, you can easily automate personalized birthday messages via SMS and email—making your patients feel appreciated without adding to your workload.

In This Guide, You'll Learn:

• How to set up a birthday automation workflow in Clinic Convert
• How to personalize messages with the patient's name and birthday
• Tips for creating engaging birthday messages

🎥 Watch the Step-by-Step Video

We’ve created a simple video tutorial that walks you through the entire setup process:

Why It Matters

Sending a thoughtful birthday message helps strengthen your patient relationships and keeps your clinic top-of-mind. Best of all, it takes just a few minutes to set up—and then it runs automatically!

Need Help?

If you have any questions after watching the video or need help setting it up, feel free to reach out to our support team. We’re here to help!