Email Templates Placeholders

Here you will find all of the available placeholders that your business can use to edit your vCita email templates. 

General Placeholders

  • {{message.text}}
    Displays the message the client submitted with the initial inquiry or the latest correspondence.

     

  • {{engagement.title}}
    The engagement title. Typically used for custom events and 1-on-1 appointments.

     

  • {{pivot.messages_auto_response}} 
    Displays the "Messages & Documents Auto-reply" as set up in Auto Client Messages

     

  • {{pivot.meetings_auto_response}}
    Displays the "Thank you message for appointment requests" as set up on Emails and Notifications settings page

     

  • {{pivot.owning_brand_name}} 
    Displays 'Wolbix' 

     

  • {{staff.contact_name}}
    Business name, as set up in the Business Info settings page

     

  • {{staff.full_name}}
    Staff member's full name, as set up in the Staff settings page 

     

  • {{staff.first_name}} 
    Staff member's first name, as set up in the Staff settings page

     

  • {{staff.email}} 
    Staff member's email address, as set up in the Staff settings page

     

  • {{staff.signature}}
    Staff member's email signature as set up in the Staff settings page
    Note: The staff members signature is included in the {%layout%} attribute within any email template by default.

  • {{client.first_name}}
    Displays the client's first name

  • {{client.last_name}}
    Displays the client's last name

  • {{client.full_name}}
    Displays the client's full name

     

Appointment Placeholders
 

  • {{appointment.title}} 
    Displays the engagement title. Typically used for custom 1-on-1 appointments.

     

  • {{appointment.service_name}}
    The name of the service. Only works for already created services, not custom appointments.

     

  • {{appointment.location}} 
    Appointment location.  
    Note: Once an appointment is scheduled, the placeholder will display instructions on how to attend the meeting. If the appointment is not yet scheduled, a short text will be displayed based on the appointment type: Address/Phone Number/Location

     

  • {{appointment.agenda}} 
    Appointment notes. Text entered by the client at the time of scheduling or by the staff member in case the staff member invited the client to meet.

     

  • {{appointment.price}} 
    Appointment price. As configured per service in the Services settings page

     

  • {{appointment.start_time}} 
    Appointment start time will be displayed in the emails only once the appointment is scheduled (confirmed)

     

  • {{appointment.duration}} 
    Appointment duration. As configured per service in the Services settings page

     

  • {{appointment.event_where}} 
    Display the appointment type (phone, address, etc)

     

  • {{appointment.interaction_details}} 
    Display the appointment's actual phone number / address / etc.

     

  • {{appointment.time_zone}}
     Display the client or business time zone

     

  • {{appointment.was_accepted?}} 
    Reads appointments status. ‘true’ or ‘false’ values in case the appointment accepted or not.
    Note: Can be used for conditional text.

     

  • {{appointment.not_paid_yet?}}
    Reads the appointment payment status. 
    -'False' in case the appointment does not require an upfront payment or in case the client already paid for the appointment. 
    -'True' in case the appointment requires an upfront payment and in case the client did not pay yet for the appointment.
    Note: Can be used for conditional text.

  • {{appointment.meetings_auto_response}}
    Displays the "Booking request auto-reply" as set up in Auto Client Messages

     

Group Event Placeholders

  • {{event.title}}
    Displays the event name

     

  • {{event.display_time}}
    Displays the date and time for the event

     

  • {{event.start_time}}
    Displays the event start time

     

Message Placeholders
 

  • {{engagement.assigner_name}}
    Displays the Reassinging Staff's name

     

Document Placeholders
 

  • {{document.name}} 
    Display the document name in the 'Document received' email notification

     

  • {{document.size_in_kb}} 
    Display the document size in the 'Document received' email notification

     

  • {{document.notes}}
    Notes the client or the business added with the 'share document' form submission.

     

  • {{document.description}} 
     Description added by the business to a shared document

  • {{title}}
     Title given by the business to the shared document. If no title is specified, the original filename of the uploaded document will be displayed by default.

     

Payment Placeholders
 

  • {{invoice.amount_text}} 
    The invoice amount.

     

  • {{invoice.invoice_number_text}} 
    The invoice number.

     

  • {{invoice.notes}} 
    Notes added by the staff member within the invoice and at the time the invoice was issued.

     

  • {{invoice.online_payment}} 
    Reads the 'Online Payment' status. 
    -'True' if the staff member selected within the invoice to allow online payment.
    -'False' if the staff member didn't select the option to allow online payment within the invoice. 
    -Can be used for conditional text.

  • {{invoice.issued_at}} 
    The date the invoice was issued on.

     

  • {{invoice.due_date}} 
    Invoice payment due date. Based on this date a reminder for pending payment will be sent to the business per the late payment settings.

     

  • {{invoice.paid_at}} 
    The date invoice was paid on.

     

  • {{payment.paid_for}} 
    The name of the service as the client entered at the time of payment or as set by the business.

     

  • {{payment.amount_text}} 
    Amount paid.

     

  • {{payment.notes}} 
    Notes added by the client at the time of payment.

     

  • {{payment.paid_at}} 
    The date the payment was completed.