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How to keep track of Special Dates for Clients (like Birthdays and Anniversaries!)

Maria avatar
Written by Maria
Updated over 4 months ago


How to keep track of Special Dates for Clients (like Birthdays and Anniversaries!)

2. Click "Clients"

3. Click "Special Dates"

4. This page provides you with information about your clients Birthdays and Anniversaries. You can switch to specific month using this dropdown:

5. Or export them in .csv file by clicking "Export Special Dates" to use them in emails, etc.


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