Macros allow you to reference information from your customer and the appointment in your text messages and emails.They allow you to create a single template that feels personally written for every individual customer by pulling specific data points from your database.


Here is a breakdown of how to master their use:

The Anatomy of a Macro

For the system to recognize a macro, it must be wrapped in a specific set of characters:

  • The Trigger: $(
  • The Field Name: NAME_OF_FIELD
  • The Closer: )

Complete Syntax: $(D_LONG)

How They Work (The Transformation)

When the system prepares to send a message, it scans the text for that specific syntax and "swaps" it for the real-world value stored in the appointment record.

Use Case

Macro to Use

Final Output Example

Formal Date

$(D_LONG)

October 17th, 2025

Appointment Time

$(TIME)

2:15 PM

Customer Name

$(C_NAME)

Alex Rivera

Example Usage

In your Email Confirmation you might say the following: 

Dear $(C_NAME)

Your appointment is scheduled for $(TIME) on $(D_LONG).


Best Practices for Implementation

  • Punctuation Matters: Be careful where you place periods or commas. If you write Hello $(C_NAME),, the comma will appear immediately after the person's name in the final message.
  • The "Insert Macro" Button: This is your best friend. Instead of typing them manually (which can lead to typos), use the Insert Macro button found in your message editor. It provides a categorized list of every field available to you.
  • Test Your Layout: Always send a test message to yourself. Sometimes a macro (like a long address) can change the way text wraps in an SMS or email.