You can add a salutation in Event Temple to personalize your documents. This can be used in merge fields for emails, proposals, and other client communications.
Using the “Dear” Field on a Contact
Open the Contact you want to edit.
Locate the Dear field (a text box).
Enter the salutation exactly as you wish it to appear (e.g., Mr. Smith, Dear Jane).
Save the Contact.
This field can then be used as a merge field in your documents.
Using a Static Picklist
If you want consistent options across contacts, you can create a Booking Custom Field with a picklist:
Go to Booking Custom Fields in your account settings.
Add a new picklist field for salutations.
Enter the static options you want available.
Assign the field to Bookings or Contacts as needed.