If you need to alter the date of birth for a customer in your birthday club, you can edit their birthdate from within the Happy Birthday app. Here's how to do it:
1. Go to the Customers view within the Happy Birthday app:
2. Use the the search bar to locate the customer whose birthdate you need to change. Within the customer listing you will see a 3 dot menu [...] to the right. Click on this to reveal more options:
3. Select the Edit option:
4. You will see the Edit customer form. Make your changes and then click on the Save button:
5. This will update the birthdate associated with that customer. Check the Customer's information back in the Customers view to ensure it has been updated.
If you are using one of our integrations such as Klaviyo or Mailchimp, then we recommend that any required editing of birthday data is performed within the Happy Birthday app as detailed above. Happy Birthday will then push the updated birthdate to the relevant profile of your integrated platform.
Need any help?
If you need any help with this or any other aspect of the Happy Birthday app, then please do just get in touch and we'll be more than happy to help!