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.
Both email and text message reminder templates accept tags.
The template editors have drop-down menus you can use to insert the most-commonly-used tags. You can also type tags into email or text message templates manually. To use a tag that doesn’t appear in the editor drop-down menu, enter it manually.
Email template editor
To add tags in the email template editor:
- In the template editor, move your cursor to the place the tag will go.
- Click Insert Field.
- Click the tag you want to add.
Text message template editor
To add tags in the text message template editor:
- In the template editor’s Custom message field, move your cursor to the place the tag will go.
- Click the Insert Tag icon.
- Click the tag you want to add.
This is the insert tag icon:
Tags require a percentage sign on either side of the tag name and need to use all lowercase, like %first%.
Tags for form answers
You can include answers your client gave while booking in emails about their appointment (confirmation, reminder, rescheduling, cancellation, and followup emails).
The tags are different for each intake form question, so the best way to add these tags is with the Insert Field button.
It’s not possible to use tags to include documents that your clients uploaded as part of an intake form.
Use any of these tags to pull information into your message:
|Tag Name||Field Description|
|%first%||Client’s first name|
|%last%||Client's last name|
|%phone%||Client's phone number|
|%email%||Client's email address|
|%time%||Appointment date and time|
|%calendar%||Calendar name. Adding the calendar name is useful if your account has multiple calendars.|
|%viewlink%||Change/Cancel Appointment link / URL. Clients can reschedule, cancel, and review or edit intake form answers. This link goes to the client's confirmation page.|
|%viewhref%||The URL of the client’s confirmation page.|
|%paylink%||Pay for Appointment link.|
|%payhref%||The URL of the Pay for Appointment link above.|
|%formslink%||Edit Forms link. Clients can edit intake forms after booking.|
|%formshref%||The URL of the Edit Forms link above.|
|%export%||Calendar invite link for iCal and Outlook|
|%exporthref%||The URL of the calendar invite link for iCal and Outlook|
|%oldtime%||Original date and time of a rescheduled appointment|
|%date%||Appointment date without time|
|%total%||Total price of the appointment a client booked, including any add-ons, or of the package, gift certificate, or subscription a client purchased.|
|%typedescription%||Appointment type description|
|%typeconfirmationmessage%||Appointment type confirmation message|
|%typecategory%||Appointment type category|
|%tz%||Appointment time zone|
|%googlehref%||Calendar invite URL for Google Calendar|
|%certificate%||Print Certificate link for gift certificate purchases|
|%certificatehref%||URL for the Print Certificate link above.|
|%product%||Name of the package, gift certificate, and subscription purchased|
|%code%||Code for package, gift certificate, or subscription purchased, including a link to redeem it|
|%rawcode%||Code for package, gift certificate, or subscription purchased, without a link to redeem it|
|%expiration%||Expiration date of package or gift certificate purchased|
|%nextappointment%||Client's next scheduled appointment|
|%appointmentID%||Unique appointment identifier number|
|%receipt%||Receipt summary from the order of a package, gift certificate, or subscription.|
|%product%||The name of the package, gift certificate, or subscription a client has purchased.|
|%notes%||Any notes your client entered in the Notes to Business field while purchasing a package, gift certificate, or subscription.|
|%schedule%||Creates a customized link to your scheduler for clients who have purchased a package, gift certificate, or subscription. The scheduler displays only the appointment types the client’s booking code covers.|
|%schedulehref%||The URL of the scheduler described above.|
|%certificate%||A link to your client’s gift certificate.|
|%certificatehref%||The URL of the client’s gift certificate.|
|%subscrlink%||A link for the client to change or cancel their subscription.|