Appointments & tasks

Birthdays and anniversaries

Linknor reminds you of your contacts' birthdays, milestone anniversaries, and personal occasions. You send congratulations with a prepared message and keep track of mandate anniversaries in organizations.

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Birthday list #

You open the birthday list on Home via the birthday row with the cake icon and the photos. It shows the birthdays of all linked contacts, grouped by month and starting with the current month.

At the very top is “Recently passed” with the birthdays of the last 30 days. There, you can send belated congratulations.

  • Each row shows the date, the age reached, such as “turns 51”, and the time until then, such as “Tomorrow” or “In 6 days”.
  • If you have already congratulated someone, the row carries the “Already congratulated” badge.
  • On the birthday itself and for past entries, a send button for congratulating appears on the right.
  • Tap a row to open the contact profile.
NoteThe birthdays come from your Apple address book. For this, Linknor needs access to your contacts.
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Birthday list with “Recently passed” and the upcoming birthdays in October
On iPadSidebar › Birthdays & Occasions (⌘8). The list is on the left, the greeting for the selected person on the right.
Birthdays: list on the left, greeting on the right
On the MacSidebar › Occasions (⌘8). At the top choose “Birthdays”, “Anniversaries & Honors” or “Gifts”.
Occasions › Birthdays

Congratulate #

Tap the send button in the birthday list, “Congratulate” in the profile on the birthday, or “Congratulate” in the “Birthday today!” notification. The “Congratulate” sheet opens; after the birthday, it is called “Send belated wishes”.

Under “Channel”, the recommended way is preselected. Via “Show all channels”, you choose email, SMS / iMessage, WhatsApp, or Telegram. Under “Message”, there is a greeting that matches the salutation and gender. You can change it or dictate it.

“Open message” opens the selected app with the text. You send it from there yourself. Linknor logs the greeting under Communication and marks the contact as congratulated.

  • Use the gear icon in the birthday list to open “Birthday messages”.
  • “Push notifications” remind you on the birthday.
  • “Birthday greetings” send you a reminder with a prepared message at the time set under “Remind at”.
  • Under “Edit templates”, you adjust the four greeting texts: messenger and email, each for informal and formal salutation. The available variables are listed below.
NoteIf you have already congratulated someone, Linknor asks first. If the gender is unknown, Linknor first asks for it under “Set gender”. Notifications must be allowed for reminders.
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“Send belated wishes” sheet with recommended channel and prepared message
“Birthday messages” settings with reminder and the “Messenger (you)” template
On iPadOn iPad, the greeting appears to the right of the birthday list instead of in a separate sheet. There you choose the channel, check the message and tap “Open message”.
Birthdays: list on the left, greeting on the right
On the Mac“Congratulate” in Occasions or in the Overview.
Congratulate

Honors & anniversaries #

Under More › Honors & anniversaries, you see what is coming up in the next twelve months: milestone birthdays, mandate anniversaries in organizations, and personal occasions such as wedding anniversaries. The entries are grouped into “This week”, “This month”, “Next 3 months”, and “Later this year”.

Use the bar at the top to filter by “All”, “Round”, “Mandates”, or “Occasions”. Each row shows the occasion, role or organization, and the distance in days.

  • Tap an entry to open the contact profile.
  • Swipe an entry to the side and tap “Gift” to make a decision in the gift coach.
  • You also see the next anniversaries on Home in the “Upcoming anniversaries & honors” card.
NoteMandate anniversaries only appear for roles with a start date. The “Gift” swipe action is only available if the gift coach is active. You set which birthdays count as milestones under More › Settings › Milestone birthdays.
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“Honors & anniversaries” list with mandate anniversaries and milestone birthdays
On iPadOn iPad, open the list in the sidebar under “Birthdays & Occasions” and switch to “Honors & anniversaries” at the top.
“Honors & anniversaries” list with mandate anniversaries and milestone birthdays
On the MacOccasions › “Anniversaries & Honors”.
Occasions › Anniversaries & Honors

Add start dates #

For mandate anniversaries, Linknor needs the date on which a role began. If it is missing, the assistant under More › Add start dates helps you.

At the top, you see how many mandates have no start date. Below that, Linknor lists the “Organizations with gaps”.

How it works

  1. Tap an organization.
  2. The assistant shows “Step 1 of N” and the first person with their role.
  3. Choose the start date in the calendar.
  4. Tap “Save and continue”, or “Skip” if you don't know the date.
  5. At the end, Linknor reports “All start dates recorded”. Tap “Done”.
NoteWith “Close”, you can interrupt the assistant at any time. If all dates are complete, you see “All start dates complete”.
TipBased on the start date, Linknor calculates the mandate anniversaries. They then appear under Honors & anniversaries.
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“Add start dates” overview with one organization with gaps
Assistant at “Step 1 of 1” with a calendar for the start date
Completion screen “All start dates recorded” with the “Done” button
On iPadSidebar › Add start dates. Organizations with gaps are on the left, the assistant for the selected organization on the right.
Start dates: organizations on the left, assistant on the right
On the MacSidebar › Join dates.
Join dates

Milestone birthdays and birthday correction #

Two settings under More › Settings control how Linknor handles birthdays.

  • Milestone birthdays: Under “Default milestones”, you turn “Round decades” and the 18th, 25th, and 75th birthdays on or off. Under “Custom values”, you enter more years separated by commas and tap “Apply”. The “Preview (1–100)” shows all years that count as milestones. This affects Home, the anniversaries list, and the gift coach.
  • Birthday correction: Some address book accounts show all birthdays shifted by one day. For the affected account, choose “−1 day” or “+1 day”. The preview shows what the dates will look like afterward.
NoteThe birthday correction only affects the display in Linknor. Your address book remains unchanged.
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“Milestone birthdays” setting with default values, custom values, and preview
“Birthday correction” setting with a choice per address book account
“Milestone birthdays” setting with default values, custom values, and preview
“Birthday correction” setting with a choice per address book account
On the MacSettings › Milestone birthdays. Birthday correction is under Settings › Address book.
Settings › Milestone birthdays