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Automations

Last update 5 months ago
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How to insert a variable and add shortcuts to formatted items

Using variables means that you can personalize your automated communications, both to your clients and your staff. Bear in mind that for any variables that you put into notifications, contracts, canned responses, etc., you should ensure that the relevant fields on the booking or lead contact forms are required so the information is always available. Otherwise, a blank space may show to the customer and the text will not make sense.

Start typing with a { in order to see the available variables list, start typing to search through the list, click on one to insert it. You can then click again on the inserted label to apply different display options. Start typing / in order to add shortcuts to formatted items such as headings, images and confirm checkboxes.