Important Dates

Important dates keep the moments that matter attached to the people they belong to: birthdays, anniversaries, name days, memorials, or anything else you want to remember on a recurring or one-time basis.

Adding a date

On a person’s edit page, add as many important dates as you like. Each one needs:

Title: pick from the predefined options (Birthday, Anniversary, Name Day, Memorial) or choose “Other” to type your own custom title, like “First met” or “Started at the company”
Date: a full date, or just a month and day if you don’t know the year. Nametag handles year-unknown dates gracefully everywhere they’re displayed

Reminders for a date

Any important date can have a reminder attached, turned on with a toggle right below the date itself. Once enabled, you choose how it should fire:

Once: sends a single reminder on the date itself. Only available for dates in the future
Recurring: sends a reminder every time the interval elapses, for example every year on the anniversary, or every 6 months. You set both the number and the unit: days, weeks, months, or years

Recurring reminders default to once a year, which fits birthdays and anniversaries, but you can change the interval to anything that makes sense for the date.

Your dashboard shows a list of upcoming birthdays, anniversaries, and other important dates across your whole network, sorted by how soon they’re coming up. It’s a quick way to see what’s approaching without opening each person individually.

Email notifications

If you’d like an actual email when a reminder is due, Nametag needs an email provider configured, either Resend or SMTP. Without one configured, reminders still work: they show up on the dashboard, they’re just not delivered to your inbox.

Reminders are sent daily by a background job. See Contact Reminders for details on how that job runs, since important date reminders and contact reminders share the same delivery mechanism.

Tier limits

In SaaS mode, the total number of active reminders (combining important date reminders and contact reminders) depends on your plan:

Free: up to 5 reminders
Personal: up to 100 reminders
Pro: unlimited reminders

Self-hosted installations are not subject to these limits. Turning off a reminder frees up a slot even if the important date itself stays on the person’s record.

Technical details

Predefined date types: Birthday, Anniversary, Name Day, Memorial, plus a custom “Other” type with a free-text title
Date title: up to 100 characters
Reminder interval range: 1-99
Reminder interval units: Days, Weeks, Months, Years
Reminder types: Once (fires a single time), Recurring (fires every interval, for example every year)