Hi Candy!
Thank you for the suggestion. You are able to setup a Workflow Definition to notify staff when a client is approaching their birthday. This can be customized for any birthday: 18, 26, etc.
In case you're not familiar with our Workflow features, you can review our Knowledge Hub content about it by going to: https://support.procentive.com/Workflow/Articles
If you have any questions, please submit a support ticket and we'll be happy to assist you further!
Thank you,
Ashley
