Birthday/celebration recognition based on reservation data

Purpose

1.1. Automatically recognize guest birthdays or special celebrations from reservation records for proactive, personalized engagement.
1.2. Notify staff and trigger celebratory customer treatment (e.g., dessert, drink, greeting).
1.3. Schedule surprise messages, offers, or loyalty points to guests with upcoming occasions noted in reservations.
1.4. Enhance guest experience, increase loyalty, drive repeat bookings, and maximize positive reviews.

Trigger Conditions

2.1. New reservation is created or updated in the reservation management system.
2.2. Reservation includes guest birthdate or celebration note (e.g., “birthday”, “anniversary”).
2.3. Date of reservation matches or is within a configurable window (e.g., ±3 days) of date of celebration.
2.4. Staff member checks in party marked with celebration.
2.5. Scheduled run (e.g., daily) identifies upcoming or same-day celebrations.

Platform Variants

3.1. Twilio SMS
• API: Messages API—configure to send personalized SMS to guest upon reservation detection.
• Example: POST to /Messages with guest phone and template message.
3.2. SendGrid
• API: Mail Send v3—create automated, templated emails for celebration acknowledgments.
• Example: Set dynamic template ID and JSON substitution for guest name, date.
3.3. Slack
• API: chat.postMessage—notify internal celebration channel of special guest arrival.
• Example: Webhook URL, payload with guest name/date, reservation reference.
3.4. Microsoft Teams
• API: Incoming Webhook—push celebration alert to relevant team’s channel.
• Example: JSON payload with celebration details, reservation link.
3.5. Outlook/Google Calendar
• API: Add Event—auto-insert guest celebrations into manager or chef’s calendar.
• Example: POST event with summary “Birthday: Guest Name”.
3.6. Shopify POS
• API: Script Editor—trigger discount or free item reward at check-out for marked celebrations.
• Example: Set celebratory flag on guest's transaction.
3.7. Toast POS
• API: Orders API—add ‘complimentary item’ to guest check when celebration detected.
• Example: Modify order JSON, append item.
3.8. Resy
• API: Webhooks—listen for reservation creation, filter for celebration notes, send to workflow.
• Example: Register webhook, parse note fields.
3.9. OpenTable
• API: Guest Notes/Create—auto-insert “birthday” tag; fetch and trigger workflow if found.
• Example: Use GET/POST endpoints for notes.
3.10. Salesforce
• API: Opportunity or Custom Object—sync guest record and celebration type for post-visit follow-up.
• Example: Upsert with API, map celebration variables.
3.11. HubSpot
• API: CRM Contacts—update guest’s record, send automated “happy birthday” email/task.
• Example: PATCH contact property, trigger workflow.
3.12. Mailchimp
• API: Add subscriber to birthday/anniversary audience with targeted template.
• Example: POST to /lists/{list_id}/members, merge celebration field.
3.13. Zapier
• Feature: Multi-step automation—link reservation system triggers to SMS, email, and POS actions.
• Example: Configure trigger and paths for multiple apps.
3.14. Google Sheets
• API: Append row—log celebration data for reporting or manual staff review.
• Example: Use append script/API to add row on trigger.
3.15. Google Forms
• API: Prefill—auto-email celebration survey to guest after visit for feedback.
• Example: Link form, prefill with guest and celebration type.
3.16. Monday.com
• API: Create Item—make a “celebration” task for floor or kitchen teams.
• Example: POST new item with guest/date details.
3.17. Freshdesk
• API: Ticket Create—open internal “celebration” service request for staff action.
• Example: Set subject, custom fields for guest.
3.18. WhatsApp Business
• API: Message—send direct “happy birthday” note to guest.
• Example: Use Template Message API with personalization.
3.19. Intercom
• API: User Event—log celebration event and push in-app or email message.
• Example: POST to Events endpoint.
3.20. Notion
• API: Create Database Entry—insert a new row in celebration tracker database.
• Example: POST title, date, and guest notes.
3.21. Zendesk
• API: Ticket Create—alert service desk about required celebration prep.
• Example: Custom ticket fields for reservation and celebration type.
3.22. AirTable
• API: Create Record—populate a celebration table for daily staff review and coordination.
• Example: POST with guest, date, action items.

Benefits

4.1. Elevates guest satisfaction and loyalty through personalized experiences.
4.2. Increases efficiency by automating identification and preparation for celebratory occasions.
4.3. Reduces manual oversight and errors in celebration recognition.
4.4. Bolsters reputation and social sharing, driving positive referrals.
4.5. Enables data-driven insights on engagement and retention for future marketing.