Requires permission to view customer information to read and permission to manage customer profiles to change a birthday in the selected property.

Steps

  1. Open Engagement → Customers, select the intended customer, and find Birthday on their profile's Overview tab.

  2. Choose Birthday month and Birthday day. Only the month and day are needed; enter both or leave both empty. A birthday may already come from the guest's booking details.

  3. Choose Save birthday and wait for Birthday saved. Review the displayed date to confirm the change.

  4. To remove a recorded birthday, choose Clear birthday and verify that no birthday remains. Recording a birthday does not enrol the customer in loyalty or enable birthday emails.