Birthday Bonus

A birthday bonus is a loyalty rule in IZI that automatically credits bonus points to a client’s account on their birthday — no manual work for staff. IZI identifies birthday clients daily, credits the reward, and sends them a mobile app notification. For the club, it is a low-effort retention touch that brings clients back on a personally meaningful date.

How it works

1. IZI checks the birthday dates of all clients every day.
2. Clients whose birthday falls today (or within the configured window) receive bonus points automatically.
3. The client gets a push notification in the IZI mobile app: their balance has been topped up.
4. The bonus appears on the client’s bonus balance and can be spent on their next visit.

Step 1 — Check birthday coverage

The rule only fires for clients who have a birthday date in their profile. Before activating it, go to Clients → filter “Birthday not set” to see how many accounts are missing the date — those clients will not receive the bonus.

To grow coverage, create a separate rule that credits a small fixed bonus for completing a profile. Clients will fill in the birthday field themselves once there is an incentive.

Step 2 — Create the rule

1. Open Bonuses → Create rule.
2. Enter a clear Name, for example: “Birthday — base bonus”.
3. Set the Trigger to Client birthday.
4. The Segment field auto-fills with “Birthday clients” when you select this trigger.

Step 3 — Configure the period window

This is the most important parameter: how many days before and after the birthday the rule fires.

• Birthday only — triggers on the exact date; the client must visit today.
• 3–5 days before — the client sees the bonus in advance and plans the visit.
• Full week around the birthday — maximum flexibility; the client chooses when to come.

A window of ±3–5 days works well for most clubs: it preserves the celebratory feel while giving clients realistic scheduling freedom.

Step 4 — Set the bonus amount

Two options:

Fixed amount — the client receives a set number of bonus points regardless of any purchase. Simple and easy to communicate: “We give you 500 points on your birthday.”

Percentage of top-up — the birthday client earns a higher bonus rate when they top up their balance during the period. This motivates a larger top-up rather than a passive gift.

Choose based on your goal. A fixed amount feels like a gift. A percentage rewards active spending and drives higher session revenue.

Step 5 — Set the usage limit

Set the limit to 1 application per client (or once per year). Without a limit, the rule can fire on every qualifying event within the period window, resulting in multiple accruals for one birthday.

Step 6 — Activate the rule

Save the rule and toggle the Active switch on. The rule starts running from the current day — no restart required.

What the client sees

In the IZI mobile app the client receives a notification at the moment the bonus is credited. The message shows the updated balance. This is the prompt that brings them in for a visit.

Verifying the rule is working

Go to Bonuses → select the rule → Statistics. You will see how many clients received the bonus this month and the total accrual amount. For a spot check, open a specific client’s card and review their bonus balance history to confirm the credit appeared on the correct date.

See also

• Segment targeting in bonus rules — how the birthday segment is built and filtered
• Client bonus balance — where points are credited and how spending limits work
• Bonus engine overview — full architecture of the IZI bonus system
• Register new client — where staff enter the birthday date at sign-up