Merge Fields

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Using merge fields helps the user personalise each message with information about the contact or appointment. If sending a message to a contact in the list then the General Merge Fields can be used. If sending a message from the Appointments screen or composing a message for DiaryBook's automated reminder service then the General Merge Fields and the Appointment Merge Fields can be used.


General Merge Fields

Field

Meaning

Example

^^first^^

The first name of the client

Amanda

^^firstname^^

The first name of the client

Amanda

^^name^^

The first name of the client

Amanda

^^last^^

The last name of the client

Smyth

^^lastname^^

The last name of the client

Smyth

^^surname^^

The last name of the client

Smyth

^^fullname^^

The first and last name of the client

Amanda Smyth

^^org^^

The name of the company

Orbital Dream Ltd

^^company^^

The name of the company

Orbital Dream Ltd

^^email^^

The client's email address

info@orbitaldream.com

^^mobile^^

The client's mobile number

+447899777xxx

^^fax^^

The client's fax number

01392897xxx

^^website^^

The client's web address

www.orbitaldream.com

^^add1^^

Address - line 1


^^add2^^

Address - line 2


^^add3^^

Address - line 3


^^add4^^

Address - line 4


^^add5^^

Address - line 5


               

Appointment Merge Fields

Field

Meaning

Example

^^time^^        

The time of the appointment

13:45

^^date^^        

The date of the appointment

27/11/2008

^^dayname^^

The name of the day of the appointment

Thursday

^^year^^        

The year of the appointment

2008

^^monthname^^

The name of the month of the appointment

November

^^day^^

The date of the appointment

27th

^^bookref^^

A unique appointment reference

748274827

^^user^^

The first and last name of the user

Michael Jones

^^user_first^^

The first name of the user

Michael

^^procedure^^

The appointment type description

Check Up

               

Sample Messages

This is a reminder that ^^mainname^^ has an appointment with Dr Smyth on ^^dayname^^, ^^day^^ of ^^monthname^^ at ^^time^^. Please text back to confirm.

will translate to

This is a reminder that Jimmy has an appointment with Dr Smyth on Thursday, 27th of November at 13:45. Please text back to confirm.


Loading a Sample Message in to your Compose message field

  1. Click on the COMPOSE MESSAGE button at the top of the screen
  2. Go to Step 1: Compose your message
  3. Click on the MERGE FIELDS menu
  4. Select from one of the items: OPEN SAMPLE 1, 2 or 3.


The sample message is automatically placed in the message field.

Note: Any existing message is overwritten by the sample message.


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