> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Birthday List

|| The Birthday List is only for clients marked as individuals.

1. Search for "Birthday List" in the search bar.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_4adz35.png)

2. Click on Birthday List

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1fa0qva.png)

3. The list will display all of your clients marked as individuals and their birthdates.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_5xl279.png)

4. Tick the box if you would like to allow a birthday email to go out to the client.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_5ktcky.png)

5. Click on Save

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ijmydj.png)

6. You can decide if you would like the email to go out automatically, if you would like to add Partners as CC or Normal User.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1l5nu1v.png)

7. Click on Save

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_111rm3s.png)

8. If you wish to edit your birthday letter click on View / Edit Birthday Letter

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1cz6fv8.png)

9. Edit the Birthday Letter as required

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_d0yvwd.png)

10. Click on Save Document

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_dwiib5.png)