Merge fields are powerful placeholders that automatically pull information from your system into emails or documents. They help you maintain a standard template layout while personalizing content for each client, booking, or group.
For example, a merge field like {{client.firstName}} will automatically display the client’s actual first name when the document is generated. Merge fields appear in curly brackets (e.g., {{group.name}}) and cover categories such as Client, Booking, Group, Account, and User.
What Merge Fields Are
Definition: Snippets of text in curly brackets that pull data from your system.
Purpose: Allows templates to remain structured and standardized while displaying personalized information.
Examples:
{{client.firstName}}→ displays the client’s first name{{group.name}}→ displays the group’s name{{booking.arrivalDate}}→ displays the booking’s arrival date
How to Add Merge Fields to Your Document
Open Your Template
Go to the Document Templates page and select the template you want to edit (e.g., Group Resume).Edit the Desired Section
Click the text box or area where you want to insert a merge field.Use the Merge Field Toolbar
At the top of the text editor, you’ll see menus like Client, Account, Booking, Group, and User. These represent the data categories in your system.
Select the Appropriate Category
Client: Pulls client information (name, email, phone)
Group: Pulls group information (name, arrival date, status)
Account: Pulls company or account data
Choose the Specific Merge Field
Select the field you want (e.g.,group.nameorgroup.arrivalDate). It will appear in the text editor like this:{{group.name}}Place it anywhere in your layout where you want the data to appear.
Save and Apply
Click Apply in the top-right corner. Preview the document to ensure the fields populate correctly.
Example
To display a client’s contact info in a document:
Contact: {{client.firstName}} {{client.lastName}} Email: {{client.email}} Phone: {{client.phoneNumber}}When the document is generated, each placeholder will automatically be replaced with the client’s actual details.
⚠️ Tips and Best Practices
Double-check field placement: Ensure merge fields are in the correct sections to avoid errors.
Preview before sending: Always preview the document to confirm fields populate correctly.
Maintain template backups: Save copies of your templates to prevent accidental loss of merge fields or other components