Date collection methods
There are 4 ways you can collect dates in Billy:
1. Auto collection
Referenced in the Add Billy to a channel section, you can enable Billy to automatically collect dates.
Billy will then send friendly reminders to your teammates, as shown below:
2. Excel import
For an Excel import, first download the template file from Billy for the intended channel:
The Excel template includes columns for:
- ID (Slack user ID or email)
- Full name
- Display name
- Birthday month (1-12)
- Birthday day (1-31)
- Work anniversary month (1-12), day (1-31), and year (YYYY) if the work anniversary feature is activated.
Note: The ID column defaults to the Slack user ID, but emails can also be used.
After filling out the Excel file, upload it to Billy via the Messages tab:
3. Manual notify
Click Notify X members for the intended channel:
This action will open a confirmation modal, reminding you of the number of members you are about to notify. It also shows which members have already been notified in the past 24 hours.
Members will then receive a notification from Billy, requesting them to submit their birthdate.
4. Manual edit
To manually edit a member's dates, click on the Edit events button located in the Upcoming events 🗓️ section of the personal settings.
Next, select the member whose dates you wish to edit:
Finally, update the dates and click Save:
