Merge Tags are used to insert variable data into your email and SMS notifications.
How Merge Tags work
bookitLive uses merge tags in the email and SMS templates to allow variable date to be inserted into email or SMS notifications.
A merge tag looks like a snippet of text wrapped in special characters: *[CLIENT.FIRSTNAME]*. When you insert a merge tag into your templates, we'll replace the tag with the relevant data when the notification is sent.
For example, to include the booking time in an email notification, you would place the
*[BOOKING.DATETIME]* merge tag in the email template where you want it to appear. When the email is generated the tag is replaced with the date and time of the booking.
Types of Merge Tags
bookitLive offers the following types of merge tags to help you include the information you need include in communications to clients and business users.
- Business - data about your business
- Service - data about your service being booked
- Resource - data about the resource being booked
- Event - data about an event being booked
- Client - data from the client being booked
- Booking - data about the booking being created, modified or cancelled
- Membership - data relevant to a membership
How to insert a Merge Tags
We have made it simple to insert a tag into email and SMS templates. From the email or SMS templates page select the template you want to change. To insert a Tag just position your cursor where you want to insert and use the Tag menu to select from the list of Tags. On selection the Tag snippet is inserted in the template using the correct Tag syntax.
Type a Tag
When you type a merge tag directly into a template, be sure to surround the label with the asterisk (*) and square brackets ([]) characters. If there's a typo in the merge tag, your email or SMS will see the mistyped text instead of the variable data.
Testing and Troubleshooting
When updating templates we recommend that you should always test your changes by doing a test booking or purchase and viewing the email or SMS to make sure everything is working and is displaying the correct information.
Summary of Merge Tags
Business Tags
Business tags use the account data that is set under Account Preferences.
|
Tag Name |
Tags |
Description |
|
Business Name |
*[BUSINESS.NAME]* |
Your bookitLive business name |
|
Business Description |
*[BUSINESS.DESCRIPTION]* |
Your bookitLive business description |
|
Business Address |
*[BUSINESS.ADDRESS]* |
Combination of your businesses address1 and address2) |
|
Legal Trading Name |
*[BUSINESS.TRADING_NAME]* |
Your businesses legal trading name |
|
Business Identifier |
*[BUSINESS.BUSINESS_IDENTIFIER]* |
An identifier for your business |
|
Business Number |
*[BUSINESS.BUSINESS_NUMBER]* |
You tax number for payments receipts |
|
Business Address 1 |
*[BUSINESS.ADDRESS1]* |
Your bookitLive address line 1 |
|
Business Address 2 |
*[BUSINESS.ADDRESS2]* |
Your bookitLive address line 1 |
|
Business Suburb |
*[BUSINESS.SUBURB]* |
Your bookitLive suburb |
|
Business Postal Code |
*[BUSINESS.POSTCODE]* |
Your bookitLive postcode |
|
Business Phone |
*[BUSINESS.PHONE]* |
Your bookitLive phone number |
|
Business Email |
*[BUSINESS.EMAIL]* |
Your bookitLive email address |
|
Business website |
*[BUSINESS.WEBSITE]* |
Your bookitLive website |
|
Business Region |
*[BUSINESS.REGION]* |
Your bookitLive region or state |
|
Business State |
*[BUSINESS.STATE]* |
Your bookitLive region or state |
|
Business Province |
*[BUSINESS.PROVINCE]* |
Your bookitLive region or state |
|
Business Country |
*[BUSINESS.COUNTRY]* |
Your businesses country |
|
Business City |
*[BUSINESS.CITY]* |
Your businesses City |
|
Business Signature |
*[BUSINESS.BUSINESSSIGNATURE]* |
Your business email signature from the notifications page |
|
Business URL |
*[BUSINESS.URLPART]* |
Your bookitlive URL |
Service Tags
Service Tags relate to the service that was booked.
|
Tag Name |
Tags |
Description |
|
Service Name |
*[SERVICE.NAME]* |
The name of the service being booked |
|
Service Description |
*[SERVICE.DESCRIPTION]* |
The description of the service being booked |
|
Service Cost |
*[SERVICE.COST]* |
The cost of the service being booked |
|
Service Duration |
*[SERVICE.DURATION]* |
The duration of the service being booked |
|
Service signature |
*[SERVICE.SERVICESIGNATURE]* |
The email signature for a service |
|
Service / Business Signature |
*[SERVICE.SERVICEBUSINESSSIGNATURE]* |
The email signature for a service |
|
Service / Default Signature |
*[SERVICE.SERVICEDEFAULTSIGNATURE]* |
Default email signature for a service |
|
Service / Business / Default Signature |
*[SERVICE.SERVICEBUSINESSDEFAULTSIGNATURE]* |
The email signature from a service if defined otherwise account signature from notification settings page |
|
Category |
*[SERVICE.CATEGORY]* |
The category of the service being booked |
|
Service Reference |
*[SERVICE.REFERENCE]* |
The service reference as set for the service configuration |
Resource Tags
Resource Tags relate to the Resource that was booked.
|
Tag Name |
Tags |
Description |
|
Resource Name |
*[RESOURCE.NAME]* |
The resource name |
|
Resource Description |
*[RESOURCE.DESCRIPTION]* |
The resource description |
|
Resource Cost |
*[RESOURCE.COST]* |
N/A |
Resource Type Tags
Each Resource can be set to a Resource Type. Depending on the Resource Type selected additional tags are available.
|
Tag Name (Resource Type Person) |
Tags |
Description |
|
Full Name |
*[RESOURCE.PERSON_FULLNAME]* |
Persons name |
|
Phone |
*[RESOURCE.PERSON_PHONE]* |
Persons contact phone number |
|
Mobile |
*[RESOURCE.PERSON_MOBILE]* |
Persons contact mobile phone number |
|
Bio |
*[RESOURCE.PERSON_BIO]* |
Persons Bio |
|
|
*[RESOURCE.PERSON_EMAIL]* |
Persons email address |
|
SkypeID |
*[RESOURCE.PERSON_SKYPE_ID]* |
Persons Skype ID |
|
Person ID |
*[RESOURCE.PERSON_PERSON_ID]* |
Persons identifier |
|
Gender |
*[RESOURCE.PERSON_GENDER]* |
Persons gender |
|
Photo URL |
*[RESOURCE.PERSON_PHOTO]* |
URL to persons image |
Event Tags
Event Tags use data about an event being booked.
|
Event Tag |
Tags |
Description |
| Name | *[EVENT.NAME]* | Name |
| Description | *[EVENT.DESCRIPTION]* | Description or the eveny |
| Cost | *[EVENT.COST]* | Cost |
| Public Booking Url | *[EVENT.BOOKINGLINK]* | Public Booking Url |
| Booking Date(s) & Time(s) | *[EVENT.BOOKINGDATETIMES]* | Date(s) & Time(s) of the event |
| First Booking in Event | *[EVENT.ISFIRSTBOOKING]* | Is First Booking date and time in Event? |
| First Booking in Event | *[EVENT.NOTFIRSTBOOKING]* | Not First Booking in Event? |
| Service #1 Name | *[EVENT.SERVICE01NAME]* | Service #1 Name |
| Service #1 Description | *[EVENT.SERVICE01DESCRIPTION]* | Service #1 Description |
| Service #1 Duration | *[EVENT.SERVICE01DURATION]* | Service #1 Duration |
| Service #1 Category | *[EVENT.SERVICE01CATEGORY]* | Service #1 Category |
| Service #1 Reference | *[EVENT.SERVICE01REFERENCE]* | Service #1 Reference |
| Service #1 Location Details | *[EVENT.SERVICE01LOCATIONDETAILS]* | Service #1 Location Details |
| Service #1 Location Summary | *[EVENT.SERVICE01LOCATIONSUMMARY]* | Service #1 Location Summary |
| Resource #1 Name | *[EVENT.RESOURCE01NAME]* | Resource #1 Name |
| Resource #1 Description | *[EVENT.RESOURCE01DESCRIPTION]* | Resource #1 Description |
| Booking #1 ID | *[EVENT.BOOKING01ID]* | Booking #1 ID |
| Booking #1 Created | *[EVENT.BOOKING01CREATED]* | Booking #1 Created |
| Booking #1 Date & Time | *[EVENT.BOOKING01DATETIME]* | Booking #1 Date & Time |
| Booking #1 Date & Time ISO | *[EVENT.BOOKING01DATETIME_ISO]* | Booking #1 Date & Time ISO |
| Booking #1 Date | *[EVENT.BOOKING01DATE]* | Booking #1 Date |
| Booking #1 Date ISO | *[EVENT.BOOKING01DATE_ISO]* | Booking #1 Date ISO |
| Booking #1 Time | *[EVENT.BOOKING01TIME]* | Booking #1 Time |
| Booking #1 Time ISO | *[EVENT.BOOKING01TIME_ISO]* | Booking #1 Time ISO |
| Booking #1 Online Meeting Join URL | *[EVENT.BOOKING01VIDEOMEETINGJOINLINK]* | Booking #1 Online Meeting Join URL |
| Booking #1 Online Meeting Pass (if applicable) | *[EVENT.BOOKING01VIDEOMEETINGJOINPASS]* | Booking #1 Online Meeting Pass (if applicable) |
| Booking #1 Online Meeting Host URL | *[EVENT.BOOKING01VIDEOMEETINGHOSTLINK]* | Booking #1 Online Meeting Host URL |
| Booking #1 Online Meeting Host Login (if applicable) | *[EVENT.BOOKING01VIDEOMEETINGHOSTLOGIN]* | Booking #1 Online Meeting Host Login (if applicable) |
| Booking #1 Online Meeting Host Pass (if applicable) | *[EVENT.BOOKING01VIDEOMEETINGHOSTPASS]* | Booking #1 Online Meeting Host Pass (if applicable) |
| Service #2 Name | *[EVENT.SERVICE02NAME]* | Service #2 Name |
| Service #2 Description | *[EVENT.SERVICE02DESCRIPTION]* | Service #2 Description |
| Service #2 Duration | *[EVENT.SERVICE02DURATION]* | Service #2 Duration |
| Service #2 Category | *[EVENT.SERVICE02CATEGORY]* | Service #2 Category |
| Service #2 Reference | *[EVENT.SERVICE02REFERENCE]* | Service #2 Reference |
| Service #2 Location Details | *[EVENT.SERVICE02LOCATIONDETAILS]* | Service #2 Location Details |
| Service #2 Location Summary | *[EVENT.SERVICE02LOCATIONSUMMARY]* | Service #2 Location Summary |
| Resource #2 Name | *[EVENT.RESOURCE02NAME]* | Resource #2 Name |
| Resource #2 Description | *[EVENT.RESOURCE02DESCRIPTION]* | Resource #2 Description |
| Booking #2 ID | *[EVENT.BOOKING02ID]* | Booking #2 ID |
| Booking #2 Created | *[EVENT.BOOKING02CREATED]* | Booking #2 Created |
| Booking #2 Date & Time | *[EVENT.BOOKING02DATETIME]* | Booking #2 Date & Time |
| Booking #2 Date & Time ISO | *[EVENT.BOOKING02DATETIME_ISO]* | Booking #2 Date & Time ISO |
| Booking #2 Date | *[EVENT.BOOKING02DATE]* | Booking #2 Date |
| Booking #2 Date ISO | *[EVENT.BOOKING02DATE_ISO]* | Booking #2 Date ISO |
| Booking #2 Time | *[EVENT.BOOKING02TIME]* | Booking #2 Time |
| Booking #2 Time ISO | *[EVENT.BOOKING02TIME_ISO]* | Booking #2 Time ISO |
| Booking #2 Online Meeting Join URL | *[EVENT.BOOKING02VIDEOMEETINGJOINLINK]* | Booking #2 Online Meeting Join URL |
| Booking #2 Online Meeting Pass (if applicable) | *[EVENT.BOOKING02VIDEOMEETINGJOINPASS]* | Booking #2 Online Meeting Pass (if applicable) |
| Booking #2 Online Meeting Host URL | *[EVENT.BOOKING02VIDEOMEETINGHOSTLINK]* | Booking #2 Online Meeting Host URL |
| Booking #2 Online Meeting Host Login (if applicable) | *[EVENT.BOOKING02VIDEOMEETINGHOSTLOGIN]* | Booking #2 Online Meeting Host Login (if applicable) |
| Booking #2 Online Meeting Host Pass (if applicable) | *[EVENT.BOOKING02VIDEOMEETINGHOSTPASS]* | Booking #2 Online Meeting Host Pass (if applicable) |
| Terminology | *[EVENT.TERM]* | Terminology |
| Terminology (Lower Case) | *[EVENT.TERM_LOWER_CASE]* | Terminology (Lower Case) |
Client Tags
Client Tags use data stored against the client record.
|
Tag Name |
Tags |
Description |
|
Client Title |
*[CLIENT.TITLE]* |
The title of the client |
|
Client First Name |
*[CLIENT.FIRSTNAME]* |
The first name of the client |
|
Client Last Name |
*[CLIENT.LASTNAME]* |
The last name of the client |
|
Client Full Name |
*[CLIENT.FULLNAME]* |
The first and last name of the client |
|
Client Email |
*[CLIENT.EMAIL]* |
The email address of the client |
|
Client Phone |
*[CLIENT.PHONE]* |
The fixed phone number of the client |
|
Client Mobile |
*[CLIENT.MOBILE]* |
The mobile/cell number of the client |
|
Client Date of Birth |
*[CLIENT.BIRTHDAY]* |
The date of birth of the client |
|
Client Gender |
*[CLIENT.GENDER]* |
The gender of the client |
|
Client Company |
*[CLIENT.COMPANY]* |
The company the client works for |
|
Client Address |
*[CLIENT.ADDRESS]* |
The full address of the client |
|
Client Address 1 |
*[CLIENT.ADDRESS1]* |
The address line 1 of the client |
|
Client Address 2 |
*[CLIENT.ADDRESS2]* |
The address line 2 of the client |
|
Client City |
*[CLIENT.CITY]* |
The city of the client |
|
Client Region |
*[CLIENT.REGION]* |
The region/state of the client |
|
Client State |
*[CLIENT.STATE]* |
The region/state of the client |
|
Client Province |
*[CLIENT.PROVINCE]* |
The client’s province |
|
Client Postal Code |
*[CLIENT.POSTCODE]* |
The client’s postcode |
|
Client Country |
*[CLIENT.COUNTRY]* |
The client’s country |
|
Password Generated |
*[CLIENT.PASSWORD]* |
The client’s initial generated password |
|
Has logged in? |
*[CLIENT.HASLOGGEDIN]* |
Indication if the client has logged in |
|
Client ID |
*[CLIENT.CLIENTID]* |
The client’s reference ID |
|
Client Reference |
*[CLIENT.REFERENCE]* |
A reference for the client |
|
Client Related Name |
*[CLIENT.RELATED_NAME]* |
A clients related person (parent our guardian) |
|
Client Group |
*[CLIENT.GROUP]* |
The group a client belongs to |
|
Client Anniversary |
*[CLIENT.ANNIVERSARY]* |
The client anniversary date |
Booking Tags
Booking Tag contain data related to the booking.
|
Tag Name |
Tags |
Description |
|
Booking ID |
*[BOOKING.ID]* |
Internal booking ID |
|
Booking Receipt |
*[BOOKING.RECEIPT]* |
|
|
Booking Created Time |
*[BOOKING.CREATED]* |
The date when the booking was created |
|
Booking Date & Time |
*[BOOKING.DATETIME]* |
The booking date and time |
|
Booking Date |
*[BOOKING.DATE]* |
The booking date |
|
Booking Time |
*[BOOKING.TIME]* |
The booking time |
|
Original date and time |
*[BOOKING.ORIGINALDATETIME]* |
The Original date and time prior to modifying the booking |
|
Original time |
*[BOOKING.ORIGINALTIME]* |
The Original date prior to modifying the booking |
|
Original Date |
*[BOOKING.ORIGINALDATE]* |
The Original time prior to modifying the booking |
|
Booking Notes |
*[BOOKING.NOTES]* |
The notes entered at time of booking |
|
Booking Selected Options |
*[BOOKING.OPTIONS]* |
The options that where selected when a booking has cost options set |
|
Booking Options |
*[BOOKING.OPTIONS]* |
|
|
Booking Cost |
*[BOOKING.COST]* |
The service cost |
|
Booking Paid |
*[BOOKING.PAID]* |
The cost of the booking |
|
Booking Payment Message |
*[BOOKING.PAYMENTMESSAGE]* |
A payment message indicating what will appear on their card statement |
|
Booking Coupon Code |
*[BOOKING.DISCOUNT_CODE]* |
The discount code used during booking |
|
Booking Voucher Code |
*[BOOKING.VOUCHERCODE]* |
The voucher code used instead of payment |
|
Booking Voucher Usage |
*[BOOKING.VOUCHERUSED]* |
The total number of usages of the voucher code |
|
Booking Voucher Usage Remaining |
*[BOOKING.VOUCHERUSEREMAIN]* |
The remaining number of usages of the voucher code |
|
Booking Voucher Expiry |
*[BOOKING.VOUCHEREXPIRY]* |
The date when the voucher code expires |
|
Booking Location - Full Address |
*[BOOKING.LOCATIONADDRESS]* |
The address details that were selected during booking |
|
Booking Location - Line 1 |
*[BOOKING.LOCATIONLINE1]* |
The address details that were selected during booking |
|
Booking Location - Suburb |
*[BOOKING.LOCATIONSUBURB]* |
The location that was selected when booking |
|
Booking Location - Postcode |
*[BOOKING.LOCATIONPOSTCODE]*
|
The location postcode that was selected when booking |
Membership Tags
Membership Tags relate to the relevant membership.
|
Tag Name |
Tags |
Description |
|
Membership Plan |
*[MEMBERSHIP.PLANNAME]*
|
The name of the membership that was purchased |
|
Initial Cost |
*[MEMBERSHIP.INITIALCOST]*
|
The initial price paid |
|
Initial Duration |
*[MEMBERSHIP.INITIALDURATION]*
|
The membership duration |
|
Recurring Payment Cost |
*[MEMBERSHIP.PAYMENTSCOST]*
|
The recurring cost of the membership |
|
Number of Payments |
*[MEMBERSHIP.NUMBEROFPAYMENTS]* |
The number of membership payments |
|
Recurring Payment Duration |
*[MEMBERSHIP.PAYMENTSDURATION]* |
The recurring payment duration |
|
Membership Code |
*[MEMBERSHIP.NUMBER]*
|
The membership code |
|
Valid From |
*[MEMBERSHIP.VALIDSTART]* |
The start date of the membership |
|
Valid To |
*[MEMBERSHIP.VALIDEND]* |
The last payment date of the membership |
|
Last Payment Failure Date/Time |
*[MEMBERSHIP.LASTFAILURE]* |
The date the recurring payment failed |
|
Last Payment Failure |
*[MEMBERSHIP.LASTFAILUREMESSAGE]*
|
The payment failure message |
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