Using variables, also known as placeholders, lets you personalise your contracts, emails and other automated messages to both your clients and your staff. A variable pulls in the real detail from the job, such as the customer's name or the event date, so you only write the template once.
For any variable you use, make sure the matching field on your booking or lead form is required, so the information is always there. Otherwise a blank space may show to the customer and the text won't make sense.
Inserting a variable
Click where you want the variable to go.
Type { to open the variables list.
Keep typing to search the list, then click a variable to insert it.
Click the inserted variable again to choose how it's displayed.
What's in the variables list
Business Details: your business name, email, phone, website, timezone, logo and address.
Date & Time: the current date.
Entity Details: the fields on the job, such as Event Date, Event Name, Event Type and Status, plus any custom fields you've added.
Referenced Entities: the Customer, Venue and Tasks linked to the job.
Quote Details: the Quote, which is where your prices come from.
Assigned Staff: the staff assigned to the job and their shift.
Client Portal Details: a link to the customer's client portal.
Form: a form's name, URL and link.
Review Links: your Google, Facebook, Trustpilot, Yelp, The Knot and WeddingWire review links.
Social Links: your Facebook, Instagram, TikTok, YouTube and LinkedIn links.
Conditionals: show text only when certain conditions are met.
Adding prices to a contract
Prices come from the Quote variable under Quote Details. The default booking contract uses it to show the total service fee. Insert it where you want the price to appear, then click it to choose how it's displayed.
Inserting formatted items
Type / to add formatted items such as headings, images and confirm checkboxes.
To duplicate or rename a proposal template, see How to duplicate, rename or delete a proposal template.