Macros

Macros
Macros let you pull specific customer and appointment data into your text messages and emails, so a single template can feel personally written for every recipient.
The Anatomy of a Macro
Every macro follows the same syntax:
Part
Symbol
Trigger
$(
Field name
e.g., 
D_LONG
Closer
)
Complete syntax example: 
$(D_LONG)
How They Work
When a message is sent, the system scans the text for this syntax and replaces it with the actual data from that appointment or contact record.
Use Case
Macro
Example Output
Formal date
$(D_LONG)
October 17th, 2025
Appointment time
$(TIME)
2:15 PM
Customer name
$(C_NAME)
Alex Rivera
Example Usage
Dear $(C_NAME),
Your appointment is scheduled for $(TIME) on $(D_LONG).
Best Practices
Watch your punctuation. Macros insert text exactly where placed — 
Hello $(C_NAME), will render as 
Hello Alex Rivera, with the comma immediately following the name. Double-check spacing and punctuation around every macro.
Use the "Insert Macro" button. Rather than typing macros manually (which risks typos), use the Insert Macro button in your message editor — it provides a categorized list of every available field.
Always test before sending. Send a test message to yourself first. Some macro values (like a long address) can affect text wrapping in SMS or email.