# Birthday Credits

**Birthday Credits are a benefit that lets you reward your members with a monetary credit on their birthday — a simple way to surprise and delight your customers.**

**How to Set Up Birthday Credits**

1. Go to the **Benefits** tab in your Inveterate admin.
2. Click on **Birthday Credits**.
3. Enter the **name** of the benefit (this is what the member will see).
4. Add a **description** explaining how the benefit works and why the member is receiving it.
5. Upload an **icon** for the benefit (optional).
6. Set the **credit amount** your members will receive.
7. Click **Save** and **enable** the benefit.

{% hint style="info" %}
In the **Settings** section of your Inveterate admin, you can choose whether Birthday Credits can be **combined with other credits**. Be sure to review and adjust this based on how you’d like the benefit to function.
{% endhint %}

{% hint style="warning" %}
**Note:** For this benefit to appear in the member's portal, make sure Birthday Credits are also **enabled in the Benefits section on your Landing Page**. Without this, members won’t see the prompt to enter their birthday.
{% endhint %}

#### What members see

Once enabled, the next time a member logs in to your store and visits their **Rewards Page**, they'll see the **Birthday Credits** section. It will display the following message:

> *"Don't miss out on your birthday treat! Drop your birth date and we'll send you a little something to celebrate."*

<figure><img src="https://231758148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLjNbd2MWKOWi5A1HvQtH%2Fuploads%2FikH7WAr04cq3vTp9WGA7%2FScreenshot%202025-06-02%20at%209.50.40%E2%80%AFAM.png?alt=media&#x26;token=b94da738-c719-4abd-bcca-7c880ea8e7c6" alt=""><figcaption></figcaption></figure>

Next to this message is a **Set birthday** button. When clicked, the member will be able to select their birthday from dropdown fields.

<figure><img src="https://231758148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLjNbd2MWKOWi5A1HvQtH%2Fuploads%2F87VRnXM9IwPKCVsHVCvf%2FScreenshot%202025-06-02%20at%209.50.52%E2%80%AFAM.png?alt=media&#x26;token=28c7dcab-2be1-487a-8b40-e521538fd3f0" alt=""><figcaption></figcaption></figure>

After submitting their birthday, they’ll be eligible to receive credits on their special day, no further action needed!

#### Manually adding a member's birthday through the Inveterate Admin

Within the Inveterate admin portal - at the individual member level - you are able to manually the birthdate of a member. This can be done by clicking the pencil icon next to the "Birthdate" field in their profile as seen below:

<figure><img src="https://231758148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLjNbd2MWKOWi5A1HvQtH%2Fuploads%2FdukxhjYie3BVb8AbOZG4%2FScreenshot%202025-06-20%20at%2010.28.56%E2%80%AFAM.png?alt=media&#x26;token=69f08a20-53d7-4081-b7ec-ba03658ede88" alt=""><figcaption></figcaption></figure>

#### Download the PDF below for step-by-step instructions

{% file src="<https://231758148-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLjNbd2MWKOWi5A1HvQtH%2Fuploads%2FK5BxJQIO4ltBuK3kRKEm%2FEnableBirthdayCredits.pdf?alt=media&token=888875e4-0e3e-4eba-994a-dc0864c6d4a4>" %}
