{{appointment.amount_due}} – The amount due for the appointment.

{{appointment.amount_due_with_sales_tax}} – The amount due including sales tax.

{{appointment.start_time_approximate}} – Yields:

{{appointment.start_time_part_of_day}} – Same part-of-day label as above, standalone.

{{appointment.start_time_approx_10_minex}} – Ten-minute window around the start time.

{{appointment.start_time_approx_20_minex}} – Twenty-minute window around the start time.

{{appointment.start_time_approx_30_minex}} – Thirty-minute window around the start time.

{{appointment.start_time_approx_one}} – One-hour window. Example: 7:15 → 7 to 8.

{{appointment.start_time_approx_one_minex}} – One-hour window with exact minutes. Example: 7:15 → 7:15 to 8:15.

{{appointment.start_time_approx_two}} – Two-hour window. Example: 7:15 → 7 to 9.

{{appointment.start_time_approx_two_minex}} – Two-hour window with exact minutes. Example: 7:15 → 7:15 to 9:15.

{{appointment.start_time_approx_three}} – Three-hour window. Example: 7:15 → 7 to 10.

{{appointment.start_time_approx_three_minex}} – Three-hour window with exact minutes. Example: 7:15 → 7:15 to 10:15.

{{appointment.start_time}} – Exact start time (example: 8:45).

{{appointment.am_pm}} – Adds "am" or "pm" (example: You'll receive an email before the appointment at 9 {{appointment.am_pm}}).

{{appointment.end_time}} – Exact end time.

{{appointment.start_date_in_words}} – Appointment date in words (example: January 12th, 2019).

{{appointment.start_date_in_words_without_year}} – Same as above, no year (example: January 12th).

{{appointment.start_date_in_words_abbreviated}} – Abbreviated version (example: Jan 12th, 2019).

{{appointment.start_date}} – Appointment date in numbers (example: 01/12/2019).

{{appointment.start_date_without_year}} – Appointment date in numbers, no year (example: 01/12).

{{appointment.customer_phone_number}} – Customer phone number.

{{appointment.address}} – Customer address.

{{appointment.address_alt}} – Alternate address.

{{appointment.assigned_cleaners}} – Assigned cleaners.

{{appointment.assigned_cleaners_with_phone_numbers}} – Adds phone numbers in brackets after cleaner names.

{{appointment.cleaners_and_phone_numbers}} – Cleaner names paired with phone numbers.

{{appointment.cleaners_first_names}} – First names of assigned cleaners.

{{appointment.assigned_cleaners_with_photos}} – Cleaner photos.

{{appointment.cleaner_emails}} – Assigned cleaners' email addresses.

{{appointment.notes}} – Notes from the appointment.

{{appointment.customer_notes}} – Customer notes from their profile.

{{appointment.appointment_custom_fields}} – Appointment custom fields.

{{appointment.customer_custom_fields}} – Customer custom fields.

{{appointment.customer_contact_emails}} – Customer email.

{{appointment.customer_contact_phone_numbers}} – Customer phone number.

{{appointment.service_type}} – Service type (example: One Time, Lead, Recurring).

{{appointment.service_type_plain_label}} – Service type as a plain label (no category grouping).

{{appointment.service_summary}} – Pulls date, time, and service type.

{{appointment.recurrence}} – Recurrence (example: Every two weeks, weekly).

{{appointment.balance}} – Balance due.

{{appointment.price_without_tax}} – Price with coupons, discounts, and gratuity applied, before tax.

{{appointment.price_with_tax}} – Price with tax included.

{{appointment.paid}} – Shows if the appointment is paid.

{{appointment.instructions}} – Job instructions (editable in job estimation settings).

{{appointment.contact_name}} – Contact's name.

{{appointment.full_contact_name}} – Contact's full name.

{{appointment.contact_first_name}} – Contact's first name.

{{appointment.contact_last_name}} – Contact's last name.

{{appointment.contact_company_name}} – Contact's company name.

{{appointment.company_name}} – Company name.

{{appointment.company_email}} – Company email.

{{appointment.company_phone_number}} – Company phone number.

{{appointment.owner_name}} – Account owner's name.

{{appointment.hashed_customer_items["key"]}} – Replace "key" with a custom field (letters lowercase, spaces replaced with underscores). Example: Use only green products.

{{appointment.hashed_appointment_items["key"]}} – Same as above, but for appointment custom fields.

{{appointment.logo}} – Company logo.

{{appointment.website}} – Company website.

{{appointment.facebook}} – Facebook page.

{{appointment.status}} – Status (example: Active, Standby).

{{appointment.next_scheduled_cleaning_date}} – Date of the next scheduled cleaning (see conditions below).

{{appointment.next_scheduled_cleaning_time}} – Time of the next scheduled cleaning.

{{appointment.appointment_checklist_link}} – Link to the appointment's checklist.

{{appointment.rating_request_link}} / {{appointment.rating_request_component}} – Service rating request link (only valid on the Service Rating template).

{{appointment.tip_payment_url}} – Link for the customer to add a tip.

{{customer.contact_first_name}} – Contact first name.

{{customer.regular_day_of_cleaning}} – Regular day of cleaning.

{{customer.cleaning_frequency}} – Cleaning frequency (example: weekly, bi-weekly).

{{customer.preferred_payment_method}} – Preferred payment method (example: cash, credit card).

{{customer.phone_number}} – Phone number.

{{customer.billing_address}} – Billing address.

{{customer.billing_address_alt}} – Alternate billing address.

{{customer.custom_fields}} – Customer custom fields.

{{customer.contact_emails}} – Customer email.

{{customer.contact_phone_numbers}} – Contact phone number.

{{customer.contact_name}} – Customer name.

{{customer.full_name}} – Full name.

{{customer.company_name}} – Company name.

{{customer.first_name}} – First name.

{{customer.last_name}} – Last name.

{{customer.notes}} – Notes.

{{customer.revenue}} – Customer's total revenue to date.

{{customer.balance}} – Customer's outstanding balance.

{{customer.next_scheduled_cleaning_date}} – Date of the next scheduled cleaning.

{{customer.next_scheduled_cleaning_time}} – Time of the next scheduled cleaning.

{{customer.logo}} – Maid service logo.

{{customer.my_company_name}} – Your cleaning company's name.

{{customer.my_phone_number}} – Your company phone number.

{{customer.website}} – Website.

{{customer.facebook}} – Facebook page.

{{appointment.logo150px}} / {{customer.logo150px}}

{{appointment.logo300px}} / {{customer.logo300px}}

{{appointment.logo450px}} / {{customer.logo450px}}

150, 300, and 450 adjust the dimensions but not the quality.

For 300px logos, the base image should be at least 600px wide.

For 450px logos, the base image should be at least 900px wide.

{{invoice.payment_link}} – Payment link.

{{invoice.payment_url}} – Raw payment URL.

{{invoice.venmo_link}}

{{invoice.paypal_link}}

{{invoice.custom_payment_link}} – Custom payment link, if configured.

{{invoice.contact_name}} / {{invoice.contact_first_name}} – Customer's name / first name.

{{appointment.address}} – Service address.

{{appointment.service_summary}} – Pulls date, time, and service type.

{{appointment.service_type}} – Service type.

{{appointment.coupons_discount}} – Coupon discounts.

{{appointment.total_discount}} – All discounts combined.

{{appointment.discount}} – Manually applied discounts.

{{appointment.gratuity}} – Overcharge not part of service, tax, or tip.

{{appointment.tip}} – Additional cleaner tip.

{{appointment.sales_tax}} – Amount of sales tax. Example: Service $100, total $120 → tax $20.

{{appointment.sales_tax_percentage}} – Sales tax as a percentage. Example: Service $100, total $120 → 20%.

{{appointment.price_without_tax}} – Price without tax.

{{appointment.price_with_tax}} – Price with tax.

{{appointment.hashed_appointment_items["key"]}} – Appointment custom fields.

{{appointment.hashed_customer_items["key"]}} – Customer custom fields.

{{appointment.start_time_approx_10_minex}} – Ten-minute window.

{{appointment.start_time_approx_20_minex}} – Twenty-minute window.

{{appointment.start_time_approx_30_minex}} – Thirty-minute window.

{{appointment.start_time_approx_one_minex}} – One-hour window.

{{appointment.start_time_approx_two_minex}} – Two-hour window.

{{appointment.start_time_approx_three_minex}} – Three-hour window.

{{public_customer_notes}}

{{public_one_time_notes}}

{{public_recurring_notes}}

{{public_service_notes}}

{{public_notes}}

{{private_customer_notes}}

{{private_one_time_notes}}

{{private_recurring_notes}}

{{private_service_notes}}

{{private_notes}}

{{all_customer_notes}}

{{all_one_time_notes}}

{{all_recurring_notes}}

{{all_service_notes}}

{{all_notes}}

{{booking.details}} – Information entered by the customer during booking.

{{booking.first_name}} / {{booking.last_name}} / {{booking.full_name}} – Customer's name.

{{booking.phone_number}} – Customer's phone number.

{{booking.email}} – Customer's email.

{{booking.address}} / {{booking.address_alt}} – Address entered during booking.

{{booking.price}} – Price.

{{booking.estimate}} – Estimate details.

{{booking.service_type}} – Requested service type.

{{booking.start_time_approximate}} – Yields:

{{booking.start_date}} / {{booking.start_date_without_year}} – Requested date.

{{booking.your_company_name}} / {{booking.your_company_email}} / {{booking.your_company_phone_number}} – Your company's contact info.

{{booking.website}} / {{booking.facebook}} – Your company's website/Facebook page.

{{customer.next_scheduled_cleaning_date}}

{{customer.next_scheduled_cleaning_date_without_year}}

{{customer.next_scheduled_cleaning_time}}

Calendar settings must have the automated option ON (appointments marked completed at clock-out).

Active appointment on 9/22 will show 9/22. Switching to completed generates 9/29.

"In Work Orders" must be ON for active appointments.

Does not support customers with multiple recurring appointments.

If no next service exists, nothing will appear.

{{account.first_review_link}} – Link to your top-priority review site.

{{account.review_links_section}} – A formatted block listing all of your configured review site links.

{{assignment.assigned_cleaner_name}} – Name of the cleaner heading to the appointment.

{{assignment.eta_sentence}} – A ready-made sentence with the cleaner's ETA.

{{invite.cleaner_name}} – Name of the invited cleaner.

{{invite.offer}} – Offer details included in the invite.

{{invite.other_cleaners_count}} – Number of other cleaners already on the team.

{{employee.full_name}} / {{employee.first_name}} / {{employee.last_name}} – Cleaner's name.

{{employee.company_name}} – Your company's name.

{{employee.phone_number}} – Cleaner's phone number.

Any appointment-related message can use either appointment.xyz or customer.xyz variables.

Messages not tied to an appointment can only use customer.xyz variables.

Automatic translation of variables (example: day or date in words) is not available. You must translate manually.

Variables can pull from the Booking Form, but those details are separate from the customer record. When converting a lead to a customer, home details do not transfer automatically. Add them manually.

Variables

Templates

Email

Text

Use a variable for email

Use a variable for text

Edit email template with a variable

Edit text template with a variable

Edit variable

List of variables