Personalizing email and text messages with tags

Use tags to add variable information like your client’s name or the date of their upcoming appointment to your emails and text message reminders. Email templates also accept tags that pull in your clients’ intake form responses.

Note: It’s not possible to use tags in appointment receipt email templates.

Add tags

Both email and text message reminder templates accept tags.

The template editors have dropdown menus you can use to insert the most commonly-used tags. To use a tag that doesn’t appear in the editor dropdown menu, you can manually type the tag into email and text message templates. Keep in mind that some tags are specific to certain template types and can't be used in others, even when you enter the tag manually. 

Email template editor

To add tags in the email template editor:

1. In Acuity, click Client Email.
2. Choose the type of email notification and the template you want to add the tag to.
3. In the template editor, move your cursor to the place the tag will go.
4. Click Insert Field.
5. Click the tag you want to add.
6. Click Save template.

Text message template editor

To add tags in the text message template editor:

1. In Acuity, click Client Text Messages.
2. Choose the template you want to add the tag to.
3. In the template editor’s Custom message field, move your cursor to the place the tag will go.
4. Click the Insert Tag icon.
   
5. Click the tag you want to add.
6. Click Save.

Note: Text message reminders can include up to 300 characters when they are sent to your clients. If a tag populates information that pushes your message past 300 characters, your message will be cut off.

Manually

If you type in tags manually:

• Begin and end the tag with a percent sign.
• Use only lowercase letters.

For example, the tag for your client's first name should look like this: %first%.

Tags for intake form answers

You can include answers your client gave while booking in emails about their appointment (bookin confirmation, reminder, reschedule confirmation, cancellation confirmation, and follow-up emails). Tags for intake form answers can't be added to text message reminders.

The tags are different for each intake form question, so the best way to add these tags is with the Insert Field button in the email template editor. They'll appear as %form:12345678% with a unique ID number for each question.

It’s not possible to use tags to include documents that your clients uploaded as part of an intake form.

Tags to attach intake forms

In addition to including your clients answers in the body of your booking confirmation emails, you can use tags to attach entire forms to your booking confirmation emails.

It’s not possible to add these tags manually. Instead, use the Attach Form button in the email template editor. The form attachment tags will appear as %attach-form:1234567% with a unique ID number for each intake form, and they’ll be added at the bottom of the template.

It’s not possible to add these attachments to other email or text notifications.

Available tags

You can include the tags in the table below in your message. Review the description of each tag and understand which templates you can include it in. 

Note: If the appointment time zone doesn’t match the calendar time zone, using both %time% and %tz% causes the timezone to appear twice. To avoid this, use the tag %timetz% instead.