Learning Hub · Policies

Pet Birthdays

Automatically send birthday wishes to your clients' pets

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

4 upcoming

🐕

Bella — 4 years old

📅 3 Mar · Owner: Sarah M.

📧 Email sent!

🐶

Biscuit — 2 years old

📅 12 Mar · Owner: Tom W.

📧 Email sent!

🐕‍🦺

Luna — 6 years old

📅 19 Mar · Owner: James L.

📧 Email sent!

🐾

Rosie — 3 years old

📅 28 Mar · Owner: Emma C.

📧 Email sent!

🎉 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

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