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Wishing Someone a HBD or Anniversary

Overview


Are you going on vacation soon but PROMISED your coworker you wouldn’t forget their birthday!? Oh really? You don’t do that? Which one? The vacation or remembering coworkers birthdays? That’s weird, or maybe we are! Anywho, sometimes you just want to knock out wishing everyone a happy birthday that month so you don’t forget! WE GOT YOU!


Website

To wish someone a Happy Birthday or Anniversary on our website, please do the following:

  1. First, select "Milestones".
  2. From the Milestones page, you can choose the birthdays or anniversaries view at the top and filter your team view on the drop down menu by clicking the carrot icon.
  3. You can then start writing a note for those with upcoming birthdays (or anniversaries if you are on the other section - birthdays shown here) by selecting the "Schedule Comment" button for the person you want to leave a note for.


Please Note: Your comment will not post on their feed until the day of their milestone!

Mobile App

To wish someone a Happy Birthday or Anniversary on our app, please do the following:

  1. First, select "Milestones" from the blue '+' action button on your home feed.
  2. From the Milestones page, you can choose the birthdays or anniversaries view at the top and filter your team view on the drop down menu by clicking the carrot icon next to 'Company'
  3. You can then start writing a note for those with upcoming birthdays (or anniversaries if you are on the other section - birthdays shown here) by selecting the "Schedule Comment" button for the person you want to leave a note for. Type up your note and hit send!
Please Note: Your comment will not post on their feed until the day of their milestone!

From here, if you have any questions or are running into any trouble, please feel free to reach out to our amazing Support Team by submitting a ticket here.

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