Overview

Merge fields, also known as tokens, can be used to pull dynamic information from contacts in the SchoolAdmin system into your templates. To learn more about the various uses for merge fields, click here.

The following merge field categories can be used in Calendar Templates:

  • Contact: Information that’s related to or linked to the assigned contact (student).
  • School: Information related to the school such as school name, school year, website, admissions contact information, etc.
  • System: Information related to current date formats.
  • Appointment: Information related to calendar appointments such as date, time, and contact details.
  • Calendar: This category is for the calendar name field used in templates created from calendar settings.

Additionally, the following can be used in specific situations:

  • Recipient: Information that’s related to the person receiving the email.  This is most often the parent, but may also be consultants.

Recipient tokens will pull in the primary parent's information only on calendar signups that happen through the student checklist. If the appointment is scheduled on a form (e.g. the inquiry or application), recipient tokens will pull in student information instead.

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How-To

Merge fields can be added to a template through the Merge Field Picker or by typing/copying them directly into the body of the template. Learn more in our 'How to Pull in Dynamic Information' section here. Calendar emails are configured by going to the specific calendar, then clicking 'Calendar Settings' -> 'Edit Settings'.

Calendar & Appointment Specific Tokens

  • {{calendar.title}} - populates the title of the calendar that you are viewing (e.g. Parent Interview). Useful for populating the subject line of your calendar email.
  • {{appointment.date}} - populates the date of the scheduled appointment (e.g. 05/20/2020).
  • {{appointment.start_time}} - populates the start time of the scheduled appointment (e.g. 1:00 PM).
  • {{appointment.end_time}} - populates the end time of the scheduled appointment (e.g. 2:00 PM).
  • {{appointment.video_conferencing_link}} - populates the video conferencing link for the Schedule associated with the appointment.
  • {{appointment.custom_schedule_text}} - populates the custom appointment text for the Schedule associated with the appointment.

Note: The following tokens will populate information for the person entered as the 'contact for this appointment' when signing up on a form. If scheduled through the student checklist, these tokens will populate the primary parent's information.

  • {{appointment.first_name}} and {{appointment.last_name}} - populates the first and last name. They can be used together or individually.
  • {{appointment.email}} - populates the email address.
  • {{appointment.phone}} or {{appointment.phone | format_phone}} - populates the phone number (e.g. 5555555555). Add the format_phone filter to populate the phone number formatted with dashes (e.g. 555-555-5555).


Referencing Appointments in Non-Calendar Templates

If you want to populate a scheduled appointment date and time into a template other than a calendar email (e.g. labels, contact widget), you can use a merge field with the format: {{contact.calendar_[Canonical Name of Calendar]_date}}. For example, if the canonical name of your form is open_house, you would use {{contact.calendar_open_house_date}}.

This token populates information in the following format:

Wed, May 20th, 2020
12:00PM - 1:00PM

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