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Customize the Data in your Email and Text Message Templates

Overview

You can customize what data you would like to show in your email templates.

How it Works

Suppose your customer’s name is Andrew and you want your booking confirmation email to have a greeting that says “Hello Andrew”.

You would simply need to add the data placeholder for the Customer’s first name to your booking confirmation template:

Hello {{ booking.first_name }}

Booking Info

**IMPORTANT:** these data attributes can only be used in email templates that contain Booking data (i.e. booking notifications / invoices / schedules sent to customers, support/staff and teams).

Please go to the Customer Info and Company Info section to view other data attributes that you may use.

  • Full Name of the Customer that created the Booking: {{ booking.name }}
  • First Name of the Customer that created the Booking: {{ booking.first_name }}
  • Last Name of the Customer that created the Booking = {{ booking.last_name }}
  • Email of the Customer that created the Booking = {{ booking.email }}
  • Phone = {{ booking.phone }}
  • Address = {{ booking.address }}
  • City = {{ booking.city }}
  • Zip = {{ booking.zip }}
  • State = {{ booking.state }}
  • Teams’ Share = {{ booking.teams_share }}
  • Service Name (i.e. “One Bedroom Cleaning” service): {{ booking.service }}
  • Service Date: {{ booking.service_date }}
  • Service Time: {{ booking.service_time }}
  • Service Price: {{ booking.service_price }}
  • Extras: {{ booking.extras }}
  • Extras_price: {{ booking.extras_price }}
  • Pricing Parameters: {{ booking.pricing_parameters }}
  • Pricing Parameters Price: {{ booking.pricing_parameters_price }}
  • Frequency: {{ booking.frequency }}
  • Discount Code: {{ booking.discount }}
  • Discount Code used to purchase Gift Card – {{ giftcard.discount_code }}
  • Amount saved by using the Discount Code or Frequency Discount – {{ booking.discount_amount }}
  • Amount that was paid for the Gift Card. This may differ from the Gift Card’s amount if a Discount Code was used to purchase it: {{ giftcard.charged_amount }}
  • Staff Notes: {{ booking.staff_notes }}
  • Customer Profile Notes: {{ booking.customer_notes }}
  • Comments (can be used for comments that are viewable by staff, teams or customer): {{ booking.comments_text }}
  • Customer Tags: {{ booking.customer.tags }}
  • Customer Notes (i.e. notes added to the Customer’s profile by staff): {{ booking.customer.notes }}
  • Custom Fields Data: {{ booking.custom_data }}
  • Tip: {{ booking.tip }}
  • Sales Tax: {{ booking.sales_tax }}
  • Services & Extras Subtotal (the amount of Services & Extras before Discounts, Price Adjustments are applied): {{ booking.subtotal }}
  • Final Price (after Discounts, Price Adjustments, Sales Taxes, Tip and Gift Card are applied): {{ booking.final_price }}
  • Final Price w/ Sales Tax (after sales tax is added to the Final Price): {{ booking.revenue_with_tax}}
  • Final Price w/ Sales Tax and Tip (after sales tax and tip is added to the Final Price): {{ booking.revenue_with_tax_and_tip }}
  • Revenue (after Discounts and Price Adjustments): {{ booking.revenue }}
  • Payment Method: {{ booking.payment_method }}
  • Giftcard Amount redeemed: {{ booking.giftcard_amount }}
  • Assigned Teams: {{ booking.assigned_teams }}
  • Team Share %: {{ booking.team_share_percent }}
  • Team Share Amount: {{ booking.team_share_amount }}
  • Team Share Tip: {{ booking.team_share_tip }}
  • Team Share Total: {{ booking.team_share_total }}
  • SMS Notifications Enabled (ie. text message reminders): {{ booking.sms_notifications_enabled }}
  • Cancellation Date: {{ booking.cancellation_date }}
  • Cancellation Type: {{ booking.cancellation_type }}
  • Price Adjustment: {{ booking.price_adjustment }}
  • Price Adjustment Comment: {{ booking.price_adjustment_comment }}
  • Duration: {{ booking.duration}}
  • Cancelled by (i.e. name of Staff or Customer that cancelled): {{ booking.cancelled_by }}
  • Cancelled for (i.e. One time vs All Future Bookings): {{ booking.cancellation_type }}
  • Cancellation Reason: {{ booking.cancellation_reason }}

Customer Info

  • Full Name: {{ customer.name }}
  • First Name: {{ customer.first_name }}
  • Last Name = {{ customer.last_name }}
  • Email = {{ customer.email }}
  • Profile Picture = {{ customer.image_url }}
  • Phone = {{ customer.phone }}
  • Address = {{ customer.address }}
  • City = {{ customer.city }}
  • Zip = {{ customer.zip }}
  • State = {{ customer.state }}
  • Referral Code: {{ customer.referral_code }}
  • Referral Rewards Balance – Pending: {{ customer.referral_balance_pending }}
  • Referral Rewards Balance – Earned: {{ customer.referral_balance_earned }}
  • Referral Rewards Balance – Redeemed: {{ customer.referral_balance_redeemed }}

Your Company Info

  • Company Name: {{ client.name }}
  • Company Url: {{ client.website_url }}
  • Support Email: {{ client.support_email }}
  • Cancellation Fee: {{ client.booking_cancellation_fee }}
  • Logo: {{ client.logo_url }}

Your Teams Info

These codes will only work if they are entered between the {% for team in booking.team_details %} and {% endfor %}, for example:

edittemplate

Team information will only work for emails that are supposed to display Team information. For example, these codes will not work on the Password Reset emails.

  • Team Name: {{ team.name }}
  • Team First Name: {{ first_name  }}
  • Team Last Name:  {{ team.last_name }}
  • Team Title: {{ team.title}}
  • Team Phone:  {{ team.phone }}
  • Team’s ID: {{ team.id }}
  • Team’s Profile Picture:  <img src=”{{ team.image_url }}” />  (To use this code, you will need to edit the template in Source Mode. The Source button is located on the email template’s toolbar, to the right.)

customzie

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