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Merge Fields / Template Variables

Add merge fields into your email and text message templates

Amar Ghose avatar
Written by Amar Ghose
Updated over a week ago

Here is a complete list of all variables you can use in any email or text message template. To use them, simply place the variable inside your message. When the message is sent, the system will insert the specific data.


Example:


If you write the following for an appointment reminder:


Hey {{contact_name}}, your appointment is tomorrow at {{appointment.start_time}}{{am_pm}}

The outgoing message will look like this:


Hey Chris, your appointment is tomorrow at 10:30 am

Explore all the available variables and take full advantage of ZenMaid’s messaging features.


Variables related to appointments

  • {{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:

    • Morning (9 AM - 11 AM)

    • Midday (11 AM - 1 PM)

    • Early Afternoon (1 PM - 3 PM)

    • Late Afternoon (3 PM - 5 PM)

    • Or the exact hour if earlier than 9 AM or later than 5 PM.

  • {{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_approx_10_minex}} – Ten minutes around the start time.

  • {{appointment.start_time_approx_20_minex}} – Twenty minutes around the start time.

  • {{appointment.start_time_approx_30_minex}} – Thirty minutes around the start time.

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

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

  • {{appointment.address}} – Customer address.

  • {{appointment.address_alt}} – Alternate address.

  • {{customer.billing_address}}} – Billing address.

  • {{appointment.assigned_cleaners}} – Assigned cleaners.

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

  • {{appointment.assigned_cleaners_with_photos}} – Cleaner photos.

  • {{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.

  • {{appointments.customer_contact_emails}} – Customer email.

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

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

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

  • {{appointment.balance}} – Balance due.

  • {{appointment.service_price}} – Service price in financials.

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

  • {{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.company_name}} – Company name.

  • {{appointment.company_email}} – Company email.

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

  • {{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.contact_first_name}} – Contact’s first name.

  • {{appointment.contact_last_name}} – Contact’s last name.

  • {{appointment.contact_company_name}} – Contact’s company name.


Variables related to customers

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

  • {{appointment.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.custom_fields}} – Customer custom fields.

  • {{customer.contact_emails}} – Customer email.

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

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

  • {{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.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.customer_contact_emails}} – Customer email address.


Variables related to logos

  • {{appointment.logo150px}}

  • {{appointment.logo300px}}

  • {{appointment.logo450px}}

These are retina-ready.

  • 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.


Variables related to invoices

Use these in customer invoices:

  • {{invoice.payment_link}} – Payment link.

  • {{invoice.venmo_link}}

  • {{invoice.paypal_link}}

  • {{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}} – 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.


Variables for estimated arrival time

  • {{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.

  • {{appointment.start_time_approx_four_minex}} – Four-hour window.


Variables related to notes

Public notes:

  • {{public_customer_notes}}

  • {{public_one_time_notes}}

  • {{public_recurring_notes}}

  • {{public_service_notes}}

  • {{public_notes}}

Private notes:

  • {{private_customer_notes}}

  • {{private_one_time_notes}}

  • {{private_recurring_notes}}

  • {{private_service_notes}}

  • {{private_notes}}

All notes:

  • {{all_customer_notes}}

  • {{all_one_time_notes}}

  • {{all_recurring_notes}}

  • {{all_service_notes}}

  • {{all_notes}}


Booking confirmation emails and texts

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

  • {{booking.first_name}} – Customer’s first name.

  • {{booking.price}} – Price.

  • {{booking.start_time}} – Yields:

    • Morning (9 AM - 11 AM)

    • Midday (11 AM - 1 PM)

    • Early Afternoon (1 PM - 3 PM)

    • Late Afternoon (3 PM - 5 PM)

    • Or the exact hour if outside those times.


Next appointment variables

  • {{customer.next_scheduled_cleaning_date}}

  • {{customer.next_scheduled_cleaning_time}}

Conditions:

  • 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.


Notes on usage

  • 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 may break if copied from editors or online tools with invisible characters. Best practice: keep a clean list in Notepad and copy-paste.

  • 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.


Keywords

  • 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

  • Variable list

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