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AI Birthday Wishes: Complete Setup Guide

How to set up, configure, and customize AI Birthday Wishes — including prompt placeholders, testing, messaging channels, and switching from Trainerize.

Written by Xenios Charalambous
Updated over a month ago

AI Birthday Wishes automatically sends personalized, AI-generated birthday messages to your clients via Telegram and Trainerize. Set it up once, and FitMetrics handles the rest — checking for birthdays daily and sending unique, thoughtful messages at the time you choose.


Requirements

To use AI Birthday Wishes, you need:

  • A Starter or Business plan

  • Clients must have their birth date saved in their Trainerize profile

If you're on the Essential plan, you'll need to upgrade to access this feature.


How to Enable AI Birthday Wishes

There are two steps to get birthday wishes running:

Step 1: Enable the Feature

Go to AI Features and toggle AI Birthday Wishes on. This activates the feature for your account.

Step 2: Configure Your Settings

Go to AI Birthday Wishes Settings to configure how and when messages are sent.

You'll see a green Feature Enabled indicator at the top of the page when the feature is active. If it shows Feature Disabled, go back to Step 1.


Configuring Your Settings

Send Time

Choose what time of day birthday messages are sent. The time uses your business timezone (shown below the time picker on the settings page).

Messages are sent within a 1-hour window of your chosen time. For example, if you set 10:00 AM, the message will go out between 10:00 AM and 11:00 AM in your timezone.

Custom Prompt

Write your own prompt to control the tone and style of the AI-generated message. You can use these placeholders — they get automatically replaced with real client data:

Placeholder

What It Inserts

{clientName}

The client's full name

{age}

The client's current age (calculated from birth date)

{joinDate}

When the client joined your program

{goal}

The client's fitness goal

{businessName}

Your business name

If you leave the prompt as-is, the default prompt creates warm, motivational messages that reference the client's fitness journey.

Trainer Signature

Toggle Include trainer signature to automatically add a sign-off at the end of each birthday message. The signature uses the assigned coach's name when available, or your business name as a fallback.


Testing Your Birthday Message

You can preview exactly what a birthday message will look like for any client before going live.

  1. Scroll down to the Test Prompt section on the settings page

  2. Search for a client by name or email

  3. Click Generate Preview

The AI will generate a sample birthday message using your current prompt and that client's actual data. This is a preview only — no message is sent to the client.


How It Works

Once enabled, the system runs automatically every day:

  1. At your configured send time, FitMetrics checks which clients have a birthday today (based on your business timezone)

  2. For each birthday client, the AI generates a unique, personalized message using your prompt and their data

  3. The message is delivered via your active messaging channels

  4. Each delivery is recorded — the same client won't receive a duplicate. Only one birthday wish per client per year

Where Messages Are Sent

Birthday wishes are sent through the same channels you use for client communication:

  • Telegram — if you have Telegram integration active and the client has a Telegram chat linked

  • Trainerize — sent as a direct message in the client's Trainerize thread

If a client has a preferred messaging channel set (Telegram only, Trainerize only, or both), the system automatically respects that preference.

AI Language

The birthday message is generated in the client's preferred AI language. If a client doesn't have a language set, it falls back to your business-level AI language setting. This means clients who speak different languages each receive their message in their own language.

Which Clients Receive Birthday Wishes

Birthday wishes are only sent to active, billable clients. The following are automatically skipped:

  • Clients assigned to an excluded coach

  • Clients on your excluded clients list

  • Team member accounts linked to your business

  • Clients who already received a birthday wish this calendar year

  • Clients without a birth date in their Trainerize profile

These are the same exclusion rules used across FitMetrics features, configured in your Trainerize Clients settings.


Switching from Trainerize Birthday Messages

If you're currently using Trainerize's built-in birthday automation, we recommend switching to FitMetrics for more personalized, AI-generated messages.

  1. Disable Trainerize birthday messages — Go to Trainerize → Add-ons → Birthday Automation → Turn it off

  1. Enable AI Birthday Wishes in FitMetrics — Follow the setup steps above

FitMetrics birthday wishes are more personal because the AI uses each client's name, age, goals, and journey data to craft a unique message every time — unlike Trainerize, which sends the same generic template to everyone.


Example Birthday Message

Here's an example of what an AI-generated birthday message looks like using the default prompt:


That's it — set it up once and your clients will receive thoughtful, personalized birthday wishes automatically every year.

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