Objective:
Use my Booking/Client/Account/Event/User/Invoice Information in my Documents/Emails
Pull Booking/Client/Account/Event/User/Invoice data into Documents/Emails
Use the fields in Event Temple as Smart Fields
Merge information into my Documents/Emails
How I get the address of the Account to pull when I create a contract?
Procedure:
Open the Email/Document/Document Template you are editing/creating
Select the Text Box element
Double click into the Text Box (or click the pencil Icon next to it)
Select the Merge field Dropdown you wish to access across the top of the text box edit screen (Client, Account, Booking, etc.)
Click on the Merge Field you wish to input.
Save the text box edits
