Relatable

Add birthdays and other special dates

Track birthdays and any other date that matters, and get reminded before it passes.

2 min readLast checked Aug 31, 2026
Recorded August 2026Relatable changes fast — what you see in the app may be a little ahead of this video. The written steps below stay current.

A birthday message is small, but timing is everything. One that lands on the day means more than one that arrives three weeks late, or never arrives at all.

Why it matters

You don't need to remember every birthday and anniversary in your network. You need to enter it once, and let Relatable remind you with enough lead time to actually do something about it, instead of noticing after the fact and feeling bad.

How it works

You attach a date to a contact: a birthday, a work anniversary, the day you met, anything you want tracked. Relatable surfaces the ones coming up ahead of time, on your dashboard and in your Friday weekly wrap-up email, and birthdays automatically generate a reminder so you're not relying on memory alone.

How to use it

  1. Open the contact's profile and add a date under Details. Choose birthday, or choose Special Dates and write your own label for anything else.
  2. If you don't know the exact year, leave it out. Relatable will just show the month and day.
  3. Check your dashboard's upcoming section to see what's coming in the days ahead.
  4. Look for it in your Friday weekly wrap-up email, which lists upcoming special dates alongside the rest of your week.
  5. Give yourself lead time: a birthday automatically creates a reminder ahead of the date, so you have a chance to write something before it's the day of.

Good to know

  • Birthdays get their own dedicated field, but you can add any other named date for anyone: an anniversary, "the day we met," whatever matters to you.
  • If you know the year, Relatable can note it; if you don't, it just tracks the month and day.
  • Whiz uses birthdays and other special dates to suggest timely messages, like flagging that someone's birthday is six days out and offering to draft something.
  • Special dates show up in two places by default: the dashboard's upcoming section and the Friday weekly wrap-up email.

Ask Whiz

  • "Whose birthday is coming up this week?"
  • "Draft a birthday message for Sid"
  • "Add Sid's birthday, March 4th"

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