Open the document editor
Go to Documents under your booking.
Either open an existing template or click New Document.
Insert a merge field
Place your cursor where you want the date to appear.
Click the merge field dropdown in the editor toolbar (you’ll see options like
client,account,booking,user,document, etc.).Select:
document → createdAt
Resulting merge field
It will insert something like this:{{document.createdAt}}Save or preview the document
Click Preview or Share to see it render with the actual creation date (for example: “July 21, 2025”).
✅ Tip:
You can also format it with text, for example:
Created on: {{document.createdAt}}
