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Documentation Index

Fetch the complete documentation index at: https://docs.routiq.ai/llms.txt

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Coming soon — shipping May 2026. Add your name to the waitlist and we’ll email you the moment it goes live.
Why this matters. Birthday messages are the highest-engagement outbound message a clinic can send — open rates above 95%, reply rates 3-5× higher than standard recall. Used well, they’re a warmth-builder that doubles as a soft recall touch. Used badly, they’re cynical and patients can tell.

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What Robyn will do

Birthday-day greeting

Send a personalised happy-birthday message on the patient’s birthday at a configurable time (default: 9am local).

Optional recall prompt

Append a soft “while you’re thinking about it, time for a check-in?” — only if the patient hasn’t visited in N months.

Optional in-clinic discount

Add a one-time birthday discount code, redeemable in-clinic for a configurable window (e.g. valid for 30 days).

Channel choice

SMS for warmth, email for longer-form, WhatsApp where supported. Skip the channel if the patient has opted out.

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Tone matters here

Birthday messages can read as warm or as transactional, depending on wording. Robyn ships with two default templates:
  • Warm-only — birthday wish, no ask. Highest goodwill.
  • Warm + recall — birthday wish, then a soft “if you’d like to come in soon…” nudge. Higher booking conversion.
You’ll choose which tone (or build your own) at setup. The reference data shows warm-only generates ~40% as many bookings as warm-with-recall, but generates ~3× the positive reply rate (which compounds patient retention longer-term).

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Get notified when it ships

Join the Birthday Messages waitlist

Email us with “Birthday Messages Waitlist” in the subject and we’ll add you to the early-access list.

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In the meantime

If birthday messages are a priority, you can:
  • Use Patient Segmentation today to build a “patients with birthdays this month” segment and run a one-off campaign manually each month
  • Use your PMS native birthday feature (Cliniko has one in Communications, Nookal has one in Bulk Messaging) — Routiq integrates with these, so you can keep using them while waiting for native support