📝 Overview
The Automated Birthday Messaging feature in SKED allows your office to automatically send birthday messages to patients using the information saved in their client profiles. With this tool, you can easily personalize birthday greetings that go out via text, email, and push notifications — ensuring your patients feel celebrated without any manual effort.
🎉 Automated Birthday Messaging Steps
1. Accessing Birthday Messaging
Begin by going to the Automated Messages dropdown and selecting the Birthday Messages tab.
2. Creating Your Message
Click Compose or choose a template from the SKED Templates folder.
Enter a Message Name and select the time you’d like SKED to send your birthday message.
🕒 Example: A birthday message can be scheduled to send automatically at 11:24 a.m. on each patient’s birthday as listed in their file.
3. Composing and Customizing Your Message
Write your personalized birthday message in the composer.
If you’d like SKED to send the same message as an email or push notification, copy the text and paste it into the corresponding Email and Push Composer sections.
4. Enabling the Message
Once your message is ready, enable it and click Save.
SKED will then automatically send your birthday greetings according to each patient’s birth date.
✅ Key Takeaways
SKED automatically pulls birthday data from patient profiles.
Messages can be sent via text, email, and push notification.
You can set a specific time for messages to go out automatically.
Choose between creating a custom message or using a SKED Template.
Don’t forget to enable and save your message to activate automation.
📌 Conclusion
Automated Birthday Messaging in SKED helps your practice maintain a personal touch effortlessly. By setting up this feature once, your patients will receive thoughtful birthday wishes each year without any additional work from your team — enhancing engagement and patient satisfaction.