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Short answer: go to Settings → Templates → SMS, click New SMS, set Send When to Birthday, write the greeting and save.
1

Open SMS templates

Go to Settings → Templates → SMS and click New SMS.
2

Choose Birthday

In Send When, choose Birthday.
3

Write the greeting

Type the message. Type @ to add the patient’s name, for example @PATIENT_NAME.
4

Choose the channel and save

Under Message Channels, tick SMS, WhatsApp Bot, or both, then save the template.
1 Send When, 2 Message Channels in the new SMS form
Birthday messages go to all your patients on their birthday, so they can use a lot of your SMS balance. Keep the text short, especially in Arabic.
By WhatsApp Bot, a greeting is usually a Marketing template and needs Meta’s approval before it’s sent.
Full guide: SMS

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