Complete List of Pabau Merge Tags

NOTE: To gain a clearer understanding of how merge tags function and how to use them effectively, we recommend reviewing this article first.

Clients

Client merge tags allow you to personalise messages with details stored in each client’s profile. These tags cover personal information, forms and links, insurance details, and medical records.

Client Details

Merge Tag	Description	Code
Client Name	Full name saved in the client profile.	[CLIENTNAME]
Client First Name	Given name only.	[CLIENTFIRSTNAME]
Client Last Name	Surname only.	[CLIENTLASTNAME]
Client Email	Primary email address linked to the client record.	[CLIENTEMAIL]
Client Mobile	Mobile phone number recorded for the client.	[CLIENTMOBILE]
Client Phone	Landline or secondary contact number.	[CLIENTPHONE]
Client ID	Unique identification number assigned by Pabau.	[CLIENTID]
Client Salutation	Salutation such as Mr, Mrs, or Dr.	[CLIENTSALUTATION]
Client Street	First line of the client’s address.	[CLIENTSTREET]
Client Street 2	Second line of the address, if provided.	[CLIENTADDRESS2]
Client City	City from the client’s address details.	[CLIENTCITY]
Client Postal	Postal or ZIP code entered for the client.	[CLIENTPOSTAL]
Client County	County or region saved in the profile.	[CLIENTCOUNTY]
Client Country	Country listed in the client’s details.	[CLIENTCOUNTRY]
Client DOB	Date of birth saved in the client record.	[CLIENTDOB]
Client Gender	Gender information stored for the client.	[CLIENTGENDER]
Client Form	Name of the form associated with the client.	[CLIENTFORM]
Client Loyalty Points	Current loyalty points balance.	[CLIENTLOYALTY]
Client Number of Sessions	Total number of sessions booked or available.	[NUMBER_OF_SESSIONS]
Client Diagnosis Code	Diagnosis code stored in the client record.	[DIAG_CODE]
Client Full Address	Complete address displayed in a single field.	[FULLADDRESS]
Client Mailing Country	Country specified for mailing purposes.	[CLIENTMAILINGCOUNTRY]
Client Preferences	Custom preferences saved in the profile.	[CLIENT_PREFERENCES]

Client Links

Merge Tag	Description	Code
Client Social Survey (Full Link)	Full link directing the client to their social survey.	[CLIENTSOCIALSURVEY]
Client Social Survey (URL)	URL for the client’s social survey.	[SOCIALSURVEY]
Medical History Form (Full Link)	Link to the client’s medical history form.	[MEDICAL_FORM]
Birthday Voucher	Voucher link automatically generated for birthdays.	[BDAYVOUCHER]

Client Insurance

Merge Tag	Description	Code
Insurance Name	Name of the client’s insurance provider.	[CLIENT_INS_COMP]
Insurance Contract	Contract number or details linked to the client’s insurance.	[CLIENT_INS_CONTRACT]
Insurance Membership Number	Membership or policy number from the insurer.	[CLIENT_INS_MEM_NUM]
Insurance Auth Code	Authorisation code related to coverage.	[CLIENT_INS_AUTH_CODE]
Insurance Mobile	Contact mobile number of the insurance provider.	[CLIENT_INS_MOBILE]
Insurance Website	Website of the insurance provider.	[CLIENT_INS_WEBSITE]
Insurance City	City listed for the insurance provider.	[CLIENT_INS_CITY]
Insurance Street	Street address of the insurance provider.	[CLIENT_INS_STREET]
Insurance County	County or region of the insurance provider.	[CLIENT_INS_COUNTY]
Insurance Postal	Postal or ZIP code of the insurance provider.	[CLIENT_INS_POSTAL]
Insurance Email	Email address for the insurance provider.	[CLIENT_INS_EMAIL]
Insurance Image	Image/logo linked to the insurance record.	[CLIENT_INS_IMAGE]
Insurance Country	Country of the insurance provider.	[CLIENT_INS_COUNTRY]
Insurance Provider Num	Reference number for the insurance provider.	[CLIENT_INS_PROVIDERNUM]

Appointments

Appointments merge tags allow you to personalise messages with details stored for each appointment. These tags cover appointment dates and times, assigned staff, services, locations, and relevant client information, helping you send accurate, timely, and professional communications.

Merge Tag	Description	Code
Appointment Date	Scheduled date of appointment.	[ADATE]
Appointment Start Time	Start time of appointment.	[ASTARTTIME]
Appointment End Time	End time of appointment.	[AENDTIME]
Appointment Weekday	Day of week of appointment.	[AWEEKDAY]
Appointment Type	Type of service or appointment booked.	[ATYPE]
Appointment With	Staff member assigned to appointment.	[AWITH]
Appointment Location	Name of location or branch.	[ALOCATIONNAME]
Appointment Location Address	Main street address of location.	[ALOCATIONADDRESS]
Appointment Location Address 2	Secondary address line (e.g., suite, building).	[ALOCATIONADDRESS2]
Appointment Location City	City of location.	[ALOCATIONCITY]
Appointment Location Postal	Postal or ZIP code of location.	[ALOCATIONPOSTAL]
Appointment Location Map Image	Map image of location.	[ALOCATION_IMAGE]
Appointment Cancel Reason	Reason for cancellation, if cancelled.	[APPOINTMENTCANCELREASON]
Appointment Reschedule From Date	Original date before rescheduling.	[RESCHEDULE_FROM_DATE]
Appointment Reschedule From Datetime	Original date and time before rescheduling.	[RESCHEDULE_FROM_DATE_TIME]
Appointment Reschedule To Date	New date after rescheduling.	[RESCHEDULE_TO_DATE]
Appointment Reschedule To Datetime	New date and time after rescheduling.	[RESCHEDULE_TO_DATE_TIME]
Appointment Location Email	Email address of location.	[ALOCATIONEMAIL]
Appointment Location Phone	Phone number of location.	[ALOCATIONPHONE]
Appointment Location Website	Website of location.	[ALOCATIONWEB]
Appointment Status	Current status of appointment (e.g., Confirmed, Cancelled).	[APPOINTMENTSTATUS]
Appointment Cancel	Indicates if appointment was cancelled.	[APPOINTMENTCANCEL]
Appointment Room	Room or area assigned for appointment.	[APPOINTMENTROOM]

Date & Time

Date & Time merge tags allow messages to include dynamic timestamps, such as current date, time, or formatted date & time, for accurate and up-to-date references.

Merge Tag	Description	Code
Current Date	Current date in default format.	[DATE]
Current Date 2	Current date in alternative format.	[DATE2]
Current Date & Time	Current date and time in standard format.	[DATETIME]
Current Time	Current time only.	[TIME]

Company

Company merge tags allow messages to include information about your organisation, such as name, contact details, and address, for personalised and consistent communication.

Merge Tag	Description	Code
Company ID	Unique ID of company.	[COMPANYID]
Company Name	Name of company.	[COMPANYNAME]
Company Site	Website URL of company.	[COMPANYSITE]
Company City	City of company.	[COMPANYCITY]
Company Street	Street address of company.	[COMPANYSTREET]
Company County	County of company.	[COMPANYCOUNTY]
Company Postal Code	Postal or ZIP code of company.	[COMPANYPOSTAL]
Company Country	Country of company.	[COMPANYCOUNTRY]
Company Phone	Phone number of company.	[COMPANYPHONE]
Company Logo Image	Logo image of company.	[COMPANYLOGO_IMG]

Leads

Leads merge tags allow messages to include personalised information about potential clients, such as names, contact details, and last interaction dates, for targeted communication.

Merge Tag	Description	Code
Lead Name	Full name of lead.	[LEADNAME]
Lead First Name	First name of lead.	[LEADFNAME]
Lead Last Name	Last name of lead.	[LEADLNAME]
Lead Salutation	Salutation of lead (e.g., Mr., Ms.).	[LEADTITLE]
Lead Email	Email address of lead.	[LEADEMAIL]
Lead Mobile	Mobile number of lead.	[LEADMOBILE]
Lead Phone	Landline or alternative phone number of lead.	[LEADPHONE]
Lead Last Call Date	Date of last call with lead.	[LASTCALLDATETIME]
Lead Last Call Date Time	Date and time of last call with lead.	[LASTCALLDATETIME]

Staff Members

Staff merge tags allow messages to include personalised information about staff members, such as names, contact details, roles, and professional credentials, for internal or client-facing communication.

Merge Tag	Description	Code
Staff Name	Full name of staff member.	[YOURNAME]
Staff Firstname	First name of staff member.	[STAFFFIRSTNAME]
Staff Lastname	Last name of staff member.	[STAFFLASTNAME]
Staff Email	Email address of staff member.	[YOUREMAIL]
Staff Job Title	Job title or position of staff member.	[YOURTITLE]
Staff Mobile Number	Mobile phone number of staff member.	[STAFFMOBILE]
Staff Signature	Digital signature of staff member.	[STAFF_SIGNATURE]
Staff Department	Department staff member belongs to.	[STAFFDEPARTMENT]
Staff Bio	Short biography of staff member.	[STAFFBIO]
Staff N.I Number	National Insurance number of staff member.	[STAFF_NINUMBER]
Registration Number	Professional registration number of staff member.	[REGISTRATIONNUMBER]

Forms

Form merge tags allow businesses to send specific forms directly to clients via messages. This can include consent forms, medical history questionnaires, or photography consent forms, making it easy to personalise communication and collect client information efficiently.

Form to be sent to the client, depending on what forms the business has (e.g., Dermal Filler – Consent Form, Medical History Questionnaire, Photography Consent Form).

To attach a form, open the Merge Tags panel when sending an email or creating a template, and select the form you want to send.

Connect

Connect merge tags allow messages to include links and actions related to Pabau Connect, helping clients manage appointments and access details directly.

Merge Tag	Description	Code
Manage Appointment	Link for clients to manage their appointment.	[CONNECT_MANAGE_APPOINTMENT]
Cancel Appointment	Link for clients to cancel their appointment.	[CONNECT_CANCEL_APPOINTMENT]
Reschedule Appointment	Link for clients to reschedule their appointment.	[CONNECT_RESCHEDULE_APPOINTMENT]
Book Online	Link for clients to book a new appointment online.	[CONNECT_BOOK_ONLINE]
Appointment Detail	Link to view full appointment details.	[CONNECT_APPOINTMENT_DETAIL]

Recipient/Sender

Recipient/Sender merge tags allow messages to include details about the sender, primary recipient, and any CC recipients for accurate and personalised communication.

Merge Tag	Description	Code
Sender Name	Name of the message sender.	[SENDER]
Sender Job Title	Job title of the sender.	[SENDERTITLE]
Recipient	Primary recipient of the message.	[RECIPIENT]
List CCs	List of all CC recipients included in the message.	[LISTCCS]

Quotes

Quotes merge tags allow messages to include details from quotes, such as recipient information, dates, amounts, and terms, to personalise communications and documentation.

Merge Tag	Description	Code
Quote Name	Name of the quote.	[QUOTENAME]
Quote Number	Unique number assigned to the quote.	[QUOTENUMBER]
Quote Recipient Name	Full name of the quote recipient.	[QUOTERECIPIENTNAME]
Quote Recipient Email	Email address of the recipient.	[QUOTERECIPIENTEMAIL]
Quote Recipient Phone	Landline or secondary phone number of the recipient.	[QUOTERECIPIENTPHONE]
Quote Recipient Mobile	Mobile number of the recipient.	[QUOTERECIPIENTMOBILE]
Quote Recipient Street	Street address of the recipient.	[QUOTERECIPIENTSTREET]
Quote Recipient City	City of the recipient.	[QUOTERECIPIENTCITY]
Quote Recipient Country	Country of the recipient.	[QUOTERECIPIENTCOUNTRY]
Quote Recipient County	County or region of the recipient.	[QUOTERECIPIENTCOUNTY]
Quote Recipient Postal	Postal or ZIP code of the recipient.	[QUOTERECIPIENTPOSTAL]
Quote Created Date	Date the quote was created.	[QUOTECREATEDDATE]
Quote Created By	Name of the staff member who created the quote.	[QUOTECREATEDBY]
Quote Purchase Terms	Purchase or payment terms specified in the quote.	[PURCHASETERMS]
Quote Expiration Date	Expiration date of the quote.	[EXPIRATIONDATE]
Quote Amount	Total amount of the quote.	[QUOTEAMOUNT]
Quote Owner	Staff member or team responsible for the quote.	[QUOTEOWNER]

Prescription

Prescription merge tags allow messages to include date and time details of prescriptions for accurate communication and record keeping.

Merge Tag	Description	Code
Prescription Date	Date the prescription was issued.	[PRESCRIPTION_DATE]
Prescription Name	Name of the staff member or practitioner who issued the prescription.	[PRESCRIBER_NAME]

Invoices

Invoice merge tags allow messages to include key invoice details, such as number, URL, date, and outstanding amount, for clear and personalised communication.

Merge Tag	Description	Code
Invoice Number	Number assigned to the invoice.	[INVOICE_NUM]
Invoice URL	Link to view the invoice online.	[INVOICE_URL]
Invoice Outstanding Amount	Remaining amount due on the invoice.	[OUTSTANDING_AMOUNT]
Invoice Date	Date the invoice was issued.	[INVOICEDATE]

Packages

Package merge tags allow messages to include the name of a package associated with a client or appointment.

Merge Tag	Description	Code
Package Name	Name of the package.	[PACKAGE_NAME]

Merge tags pull information from the details entered in your system. If any required information (like phone numbers, appointment details, or other fields) hasn’t been added, the merge tag will not populate and will appear empty. Make sure all fields are complete and accurate.

By following the merge tags listed above, you can personalise messages, streamline communication, and ensure every client receives accurate and relevant information.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.