Appointments: Is there any way to add or display clients' birthdays on the calendar?

Appointments: Is there any way to add or display clients' birthdays on the calendar?

I would like to see my client’s  birthdays displayed on the calendar. 

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Verified Answer

Re: Appointments: Is there any way to display client’s birthdays on the calendar?

@YoubyWhitney Thanks for your post! If your client's birthday is recorded in your Customer Directory it won't automatically be displayed in your Appointments Calendar or in their profile in the Clients section of the Appointments app. I'll share these requests with the Appointments team! 

 

As a workaround you could add your client's birthday to a Google Calendar (as an event) and then import that event to your Appointments Calendar using the sync tool. There's more information about syncing Google and Appointments calendars in our Support Center article

 

I hope that helps in the meantime!

 

 

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Alumni

@YoubyWhitney Thanks for your post! If your client's birthday is recorded in your Customer Directory it won't automatically be displayed in your Appointments Calendar or in their profile in the Clients section of the Appointments app. I'll share these requests with the Appointments team! 

 

As a workaround you could add your client's birthday to a Google Calendar (as an event) and then import that event to your Appointments Calendar using the sync tool. There's more information about syncing Google and Appointments calendars in our Support Center article

 

I hope that helps in the meantime!

 

 

I can add email & cell phone. How do we add the birthday?  I only see the option for birthdays in the squareup dashboard customers profile but I only use the appointment app daily and need this option for quick entry.

 

Is there a way to add birthday in the customers profile in appointments app?

Alumni
Status changed to: Workaround Provided
 
Alumni

@ArtistryInk You're right - you can only add a client's birthday from the Customer Directory from the Point of Sale app or the online Square Dashboard. I'll share this request with the Appointments team, I can see how having clients' information in the same place (i.e. the Appointments app) would save you time!