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

# How do I send birthday messages automatically?

> Create an automatic message template that greets each patient on their birthday.

**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](https://mintcdn.com/dentolize/Yee6vIasqFot7J2v/images/en/integrations/sms-template-form.webp?fit=max\&auto=format\&n=Yee6vIasqFot7J2v\&q=85\&s=70341622aa1d6334a18e2fb0b36c4710)

> [!WARNING]
>
> 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.

> [!NOTE]
>
> By **WhatsApp Bot**, a greeting is usually a **Marketing** template and needs Meta's approval before it's sent.

**Full guide:** [SMS](https://docs.dentolize.com/en/integrations/sms.md)

***

> [card] Still stuck?
>
> Send us a message in **System Chat** inside Dentolize with a screenshot, and tell us which step didn't work. Tip: next time, search this site first. Most answers take less than a minute.


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