Macros

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.