How to Set Up Birthday and Anniversary Reminders

How to Set Up Birthday Reminders

Birthday reminders will automatically remind you of your Primary Relationships’ birthdays as well as Spouses’ birthdays. To set them up:

  1. Access Settings by clicking on your name or the cog wheel icon on the top right-hand corner of every page.
  2. Make sure the box next to Birthday Reminders is checked.
  3. Choose Groups by clicking the relationship types for which you want reminders (A+, A, B, C).
  4. Scroll to the bottom of the page and click Save.

How to Set Up Purchase Anniversary Reminders

Purchase anniversary dates are recorded when you enter a closed transaction in the My Business area of Referral Maker. To set up reminders:

  1. Access Settings by clicking on your name or the Cog Wheel icon on the top right-hand corner of every page.
  2. Make sure the box next to Property Purchase Anniversaries is checked.
  3. Scroll to the bottom of the page and click Save.

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