This page lists all available merge tag variables for use in email and SMS templates. Variables use double-curly-brace syntax: {{variable_name}}.
Variable Categories
Customer Variables
| Variable | Description | Example Output |
|---|
customerfirstname | Customer's first name | John |
customerlastname | Customer's last name | Smith |
customerfullname | Full name | John Smith |
customer_email | Email address | john@example.com |
customer_phone | Phone number | (555) 123-4567 |
customer_since | Account creation date | January 15, 2025 |
Booking Variables
| Variable | Description | Example Output |
|---|
booking_id | Booking reference number | BK-2026-00847 |
booking_date | Service date | February 26, 2026 |
booking_time | Service time | 10:00 AM |
booking_duration | Estimated duration | 2 hours |
booking_status | Current status | Confirmed |
booking_address | Service address | 123 Main St, Eugene, OR 97401 |
service_type | Industry name | Residential Cleaning |
Invoice Variables
| Variable | Description | Example Output |
|---|
invoice_number | Invoice reference | INV-2026-00142 |
invoice_date | Issue date | February 26, 2026 |
invoiceduedate | Payment due date | February 26, 2026 |
invoice_subtotal | Pre-tax total | $150.00 |
invoice_tax | Tax amount | $12.75 |
invoice_total | Final total | $162.75 |
invoice_balance | Remaining balance | $0.00 |
Payment Variables
| Variable | Description | Example Output |
|---|
payment_amount | Amount charged | $162.75 |
payment_method | Card description | Visa ending in 4242 |
payment_date | Transaction date | February 26, 2026 |
payment_status | Transaction status | Succeeded |
Company Variables
| Variable | Description | Example Output |
|---|
company_name | Your company name | Otesse |
company_phone | Business phone | (555) 987-6543 |
company_email | Business email | hello@otesse.com |
company_address | Business address | 100 Business Blvd, Portland, OR |
companylogourl | Logo image URL | https://... |
company_website | Website URL | https://otesse.com |
Staff Variables
| Variable | Description | Example Output |
|---|
stafffirstname | Assigned staff name | Maria |
stafffullname | Full name | Maria Garcia |
staff_phone | Staff phone | (555) 456-7890 |
Subscription Variables
| Variable | Description | Example Output |
|---|
subscription_frequency | Billing frequency | Bi-Weekly |
subscriptionnextdate | Next service date | March 12, 2026 |
subscription_price | Per-visit price | $127.50 |
Link Variables
| Variable | Description |
|---|
portalloginurl | Link to customer portal login |
bookingdetailurl | Link to specific booking |
invoicedetailurl | Link to specific invoice |
paymentupdateurl | Link to update payment method |
unsubscribe_url | Email unsubscribe link |
Modifiers
Apply modifiers using pipe syntax: {{variable|modifier}}
| Modifier | Shortcode | Effect | Example |
|---|
uppercase | u | ALL CAPS | JOHN |
lowercase | l | all lower | john |
capitalize | c | First Letter Each Word | John Smith |
sentence | s | First letter only | John smith |
Modifiers work in both email and SMS templates.
