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You can add or edit a customer’s birthday directly in Smile Admin. You can do this one customer at a time directly from their profile in Smile Admin, or add birthdays in bulk using a CSV import. Birthday points are only awarded if the Celebrate a birthday earning action is enabled in your program.
Note: To understand how birthday points work and when they’re awarded, see Understand birthday points. If a customer didn’t receive points, see Troubleshoot birthday points.

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Add a birthday for an individual customer

You can add or edit a customer’s birthday directly from their profile in Smile Admin.
  1. In Smile Admin, navigate to Program > Customers.
  2. Search for the customer by name or email.
  3. Click the customer you want to edit.
  4. In the Details card, click Add birthday (if no birthday is saved) or Edit (if one already exists).
  5. Enter the customer’s birth month and day.
  6. Click Save to confirm.
Important: If you add or update a birthday within 30 days of the customer’s birthday, they won’t receive points on that birthday. They’ll receive them as normal from the following year.

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Add birthdays for multiple customers (CSV import)

If you need to add birthdays in bulk, you can import them using a CSV file. Note that the CSV import cannot be used to update birthdays that are already saved — use the Edit option on the customer profile for that.

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Before you start

Dates must be in YYYY-MM-DD format (e.g. 1990-12-25). If you don’t have a customer’s birth year, use 1004 in the year field.
Tip: You can download a sample CSV template to see the required format before you start.

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Important notes

  • Only customers already in Smile will be updated — new customers cannot be added with this process.
  • Existing birthdays will not be overwritten if they are already saved.
  • Invalid dates or unrecognized customers will be skipped.

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Import the CSV

  1. In Smile Admin, navigate to Customers.
  2. Click Adjust customers > Import birthdays.
  3. Upload your CSV in the upload window.
  4. Review and confirm the import.

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FAQ

Will adding a birthday in Smile Admin trigger points immediately? No. The standard birthday points rules still apply — including the 30-day advance requirement and the once-per-year limit. Can I edit a birthday that a customer already entered themselves? Yes. The Edit button appears on the customer profile whenever a birthday is already saved, regardless of who entered it. Can I use the CSV import to correct a birthday that’s already saved? No. The CSV import skips any customer who already has a birthday on file. To update an existing birthday, use the Edit option on the customer’s profile instead. Will the customer be notified when I add or edit their birthday? No. Customers are only contacted when birthday points are actually awarded on their birthday.