Birthday Offer Automation
A done-for-you fitness and wellness automation built for the Salon Owner, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
Members and clients automatically receive a personalized discount or offer during the week of their birthday, pulled directly from their profile data, instead of the salon owner building a manual birthday list and remembering to send offers out every single month.
The offer arrives with enough lead time to actually plan a visit around it, and birthday campaigns consistently drive a noticeable spike in bookings during what would otherwise be an ordinary week, since the personal touch of being remembered genuinely moves clients to book.
- Booking software (e.g., Jane App, Square Appointments, or Vagaro)
- Zapier or Make.com
- Mailchimp or Klaviyo (email offer)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a salon owner, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. It's the kind of work that quietly eats hours every week.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Member Check-In & Retention Alert System
Each day, this automation flags any active member who hasn't checked in for 14 days, adds them to a win-back sequence that starts with a "we miss…
Membership Renewal Notification System
Seven days before a membership auto-renews, the member receives a clear email showing the exact charge amount and date, along with an easy upgrade…
Lapsed Member Win-Back Sequence
When an active member goes 2 full weeks without a check-in, this automation triggers a "come back" text with a genuinely useful incentive, a free…
Member Referral Reward Automation
Each member gets a unique referral link they can text or share directly, and when a referred friend signs up and completes their first month, both…
Progress Milestone Celebration System
As check-in data and workout logs come in, this automation watches for milestones, a 25th check-in, a 90-day attendance streak, a personal best on a…
Membership Renewal & Lapse Alert System
Members are automatically notified before their renewal date with a one-click renew option, and staff are automatically flagged the moment a…