> ## Documentation Index
> Fetch the complete documentation index at: https://docs.routiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Birthday Messages

> Personalised birthday greetings, optionally paired with a recall prompt or in-clinic discount. Shipping May 2026.

<Warning>
  **Coming soon — shipping May 2026.** Add your name to the [waitlist](mailto:hello@routiq.ai?subject=Birthday%20Messages%20Waitlist) and we'll email you the moment it goes live.
</Warning>

<Info>
  **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.
</Info>

## What Robyn will do

<CardGroup cols={2}>
  <Card title="Birthday-day greeting" icon="cake-candles">
    Send a personalised happy-birthday message on the patient's birthday at a configurable time (default: 9am local).
  </Card>

  <Card title="Optional recall prompt" icon="rotate-right">
    Append a soft "while you're thinking about it, time for a check-in?" — only if the patient hasn't visited in N months.
  </Card>

  <Card title="Optional in-clinic discount" icon="ticket">
    Add a one-time birthday discount code, redeemable in-clinic for a configurable window (e.g. valid for 30 days).
  </Card>

  <Card title="Channel choice" icon="mobile-screen">
    SMS for warmth, email for longer-form, WhatsApp where supported. Skip the channel if the patient has opted out.
  </Card>
</CardGroup>

## 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).

## Get notified when it ships

<Card title="Join the Birthday Messages waitlist" icon="envelope" href="mailto:hello@routiq.ai?subject=Birthday%20Messages%20Waitlist">
  Email us with "Birthday Messages Waitlist" in the subject and we'll add you to the early-access list.
</Card>

## In the meantime

If birthday messages are a priority, you can:

* **Use [Patient Segmentation](/features/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