Although I did not post the original question, I have been searching Square for what seems to be the same type of answer. I am new to the Square system that is being used at our non-profit. We sell yearly family memberships, as well as having daily entry fees. When I began my position here, I was told that the reason for entering the date of yearly membership purchase in the birthday field was so that a list may be generated monthly (we've been open roughly six months now), as memberships come upon the date of experation, so we may send an email informing them that their membership would be set to expire soon. I was then told that, although it had been the plan in the beginning and how information has been entered, it may not be possible to generate the list of upcoming membership expirations by way of using the birthdate entry feature.
Is there a way to generate a monthly list of memberships coming up for expiration, so we may send correspondance that it will be lapsing soon, by way of the birth dates entered? If not, is there another way through Square to achieve this? Thank you for your help. Smiling & Waving, Sharon
