Learning Hub · Policies
Pet Birthdays
What does this policy do?
When active, the system automatically sends a birthday email to the pet's owners on their pet's birthday. It's a lovely personal touch that strengthens your relationship with clients.
What the client receives
Click each scenario to see the result and email preview
It's Bella's birthday (date set in pet profile)
The system sends a birthday email to Bella's owner automatically.
🎂 Happy Birthday, Bella!
to: client@example.com
It's a special day! Wishing Bella a very happy birthday from all of us. We hope she gets lots of treats and belly rubs today! 🐾
Interactive birthday calendar
🎂 Pet Birthdays — March 2026
Bella — 4 years old
📅 3 Mar · Owner: Sarah M.
Biscuit — 2 years old
📅 12 Mar · Owner: Tom W.
Luna — 6 years old
📅 19 Mar · Owner: James L.
Rosie — 3 years old
📅 28 Mar · Owner: Emma C.
🎉 All 4 birthday emails sent — clients love the personal touch!
Tips
Make sure pet profiles have birthdates filled in — the email only sends if there's a date.
When inactive, no automated birthday emails are sent (you can still send one manually).
Clients love this — it's a small touch that makes a big impression.
Learning Hub • Pet Birthdays