You can find your clients' upcoming birthdays, anniversaries, and passport expiration dates on the Contacts page.
To get started, click on "Contacts" in the left-side menu:
Then click "Upcoming events" at the top of the page:
You can choose from all three default Important Dates collected by TravelJoy:
If you'd like to import these dates elsewhere, you can also export the information:
Comments
1 comment
Is there a way we could build an automation for this? For example, a standard birthday email, anniversary email, or reminders to renew their passports? This would be REALLY nice to help keep those clients happy and engaged with us!
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