How to Use the Birthday Field in GoHighLevel
If you are moving from tools like ClickUp and want a CRM-focused workflow, understanding how the birthday field works in GoHighLevel is essential. This guide explains what the Contact Date of Birth field does, how the system calculates birthdays, and how you can properly collect and use this data in automations and campaigns.
What the Birthday Field Does in GoHighLevel
GoHighLevel includes a dedicated Contact Date of Birth field that allows you to store a lead or client’s birth date, including the year. This field is primarily used for:
- Tracking upcoming birthdays for contacts
- Triggering birthday-specific workflows and campaigns
- Segmenting contacts by date of birth for personalized messaging
While the full date of birth is stored, the platform calculates a separate internal birthday value each year so you can easily automate yearly messages.
How GoHighLevel Calculates the Birthday
GoHighLevel uses a simple, predictable method to calculate the birthday from the date of birth field. This calculated birthday is what the system relies on for many automation triggers and date-based logic.
Matching Month and Day, Ignoring the Year
When you enter a contact’s date of birth, GoHighLevel:
- Stores the complete date you provide, including the year
- Looks only at the month and day portions
- Automatically pairs that month and day with the current year
For example:
- If the contact’s date of birth is 1990-10-10, the system calculates the birthday as 2021-10-10 (or the current year equivalent).
- When the year changes, GoHighLevel updates the birthday to match the new year while keeping the same month and day.
This means your automations can look for a birthday in the current year without you having to manually adjust any dates.
Why the Year of Birth Is Still Stored
Even though the birthday calculation ignores the birth year, GoHighLevel still stores it. This allows you to:
- Keep accurate records of a contact’s full date of birth
- Calculate age if needed in external tools or custom logic
- Retain exact data when exporting contacts or integrating with other systems
Accessing and Editing the Date of Birth Field in GoHighLevel
You can view and adjust a contact’s date of birth directly from their contact record in GoHighLevel.
Step-by-step: How to Update a Contact’s Date of Birth
- Open your Contacts section in GoHighLevel.
- Select the contact whose information you want to edit.
- Locate the Date of Birth field in the contact details.
- Enter or update the complete date of birth (day, month, year).
- Save the contact. GoHighLevel will then calculate the birthday for the current year based on the month and day you provided.
Once saved, the platform will use the calculated birthday value in any workflows or campaigns that rely on birthday logic.
Using the Birthday Field in GoHighLevel Automations
After you configure the date of birth field, you can build powerful automations in GoHighLevel that react to birthdays.
Common Birthday Automation Ideas in GoHighLevel
- Birthday email campaign: Send a personalized email on the contact’s birthday.
- Birthday SMS sequence: Deliver a special coupon or greeting via text message.
- Tagging contacts: Add tags for reporting when birthdays occur (for example, to track how many birthday messages are sent each month).
- Internal notifications: Alert your team on a contact’s birthday so they can call or send a personal note.
All of these automations rely on the birthday value that GoHighLevel calculates from the date of birth field.
Best Practices for Managing Birthdays in GoHighLevel
To get the most from the birthday feature, follow these practices as you configure and maintain your CRM.
Collect Complete and Accurate Dates
When possible, always capture the complete date of birth, including the year, in GoHighLevel. This ensures:
- Consistent data quality across your contacts
- Accurate exports and reporting
- Future flexibility if you want to use age-based segmentation outside of the platform
Verify Time Zone and Date Formatting
When you work with time-sensitive automations in GoHighLevel, make sure:
- Your account time zone is correct in the settings
- You understand how dates are formatted for your region
- You test a sample contact to confirm the birthday triggers on the expected calendar date
Incorrect settings can lead to birthday messages sending at the wrong time or on the wrong day.
Test Birthday Workflows Before Going Live
Before activating any live campaign, always test your birthday flows in GoHighLevel:
- Create a test contact with a birthday set to today or tomorrow.
- Add the test contact to your birthday automation workflow.
- Confirm that the birthday date is recognized and that emails or SMS messages send as planned.
- Adjust timings, content, or filters as needed, then repeat the test once more.
Troubleshooting Birthday Data in GoHighLevel
If your birthday automations are not firing or the dates look wrong, review the configuration of your date of birth fields and triggers.
Common Issues and Fixes in GoHighLevel
- Incorrect year in birthday: Remember that GoHighLevel intentionally sets the birthday to the current year while keeping the original birth year in storage. This is normal behavior.
- No birthday value: Check that a valid date of birth exists for the contact and that you saved the record.
- Workflow not triggering: Make sure your trigger uses the proper birthday field or date condition, and that your time zone matches your expectations.
If you need to confirm specific behaviors or see visual examples, you can review the official documentation for the Contact Date of Birth field on the GoHighLevel support site here: GoHighLevel Contact Date of Birth Field.
Additional Resources Beyond GoHighLevel
For broader CRM and funnel strategy that complements your use of GoHighLevel, you can explore implementation guides, automations, and optimization tips from specialized CRM consultants such as Consultevo. Combining a clear understanding of the birthday field with a solid automation strategy will help you deliver timely and personalized communication to your contacts.
By correctly configuring and using the Contact Date of Birth field in GoHighLevel, you can automate recurring birthday messages, improve customer experience, and keep your contact data organized for long-term growth.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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