Find the merge tag you need

What each group of merge tags covers, from patient and appointment details to invoices and clinics.

Table of Contents

Open the Add a Personalisation panel in any editor and use Search merge tags to find a tag. Tags are grouped by what they describe.

Client: name, contact details, date of birth.
Appointment: date, time, service, staff member, and confirm or reschedule links.
Location and Clinic: addresses, phone numbers and website.
Invoice: numbers, totals and balance.
Service: the name and details of the treatment.

A sender can also have Custom merge tags, set under its Advanced settings. These fill in different text depending on who sends the message.

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