PatronManager Help

Birthday Reminder

Updated on

Use this link to share with your colleagues:

Birthday Reminder: https://help.pm.leapevent.tech/a/588200

At A Glance

  • Discounted for nonprofits
  • This app's provider does offer support

App Details

Pricing: 

$15 per month, discounts available for nonprofits. Rates subject to change.

Good for: 

Organizations who want to a simple but up-front reminder of their patrons' birthdays.

How it works: 

After a few quick installation steps, this app adds a component to your PatronManager sidebar that lists (with links) Contacts who have up coming birthdays. Each user can control what "upcoming" means to them.

Here's what the Upcoming Birthdays list looks like.

Here's what the Upcoming Birthdays list looks like.

You'll see that in the sidebar no matter where you are in PatronManager.

You'll see that in the sidebar no matter where you are in PatronManager, including the Ticket Orders tab--great for the Box Office!

And it's easy to change the meaning of "upcoming" right from the sidebar.

And it's easy to change the meaning of "upcoming" right from the sidebar.
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