A macro is a placeholder that gets replaced with specific data when inserted into a form, an automated email, or a text message.

Using form builder, you can choose macros to fill the Text field, Text area, and Email fields.

Important:

  • The demographic information (such as addresses and zip codes) entered into a form does not get updated in the saved guest profile.

  • When you choose a macro for a field, it automatically pulls information from your database and makes an entry into the field.

  • When the user is filling out the form, they can edit the field.

  • If you want to make the macro-enabled field non-editable, under the Basic tab, select the Disable check box.

  1. Create a form or open an existing form.

  2. From the components list, add any of the following components.

    • Text field

    • Text area

    • Email

  3. To customize the component, click Edit.

    To display a macro as a response on the component, under the Basic tab, from the Macros list, select a macro.

    For the list of macros used, refer to the table below.

Macros

Description

[GuestCode]

Unique identification code assigned to your guests when you enter their details in Zenoti

Note:

Zenoti generates a guest code only if you select Enable auto-generate of guest code in center settings. If you do not enable the setting, you must manually enter a code when entering the guest’s details in Zenoti.

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Organizations and select the Settings tab

  3. Expand the Guests section and select the Enable auto-generate of guest code in center settings check box.

[GuestName]

Full name of the guest registered on the guest profile

[GuestFirstName]

First name of the guest registered on the guest profile

[GuestLastName]

Last name of the guest registered on the guest profile

[GuestPostalCode]

The postal code of the guest’s address registered on the guest profile

[GuestEmail] and [GuestEmailAddress]

Email address of the guest registered on the guest profile

[GuestMobilePhone]

Mobile phone number registered on the guest profile

[GuestHomePhone]

Home phone number registered on the guest profile

[GuestWorkPhone]

Work phone number registered on the guest profile

[GuestDob]

Date of birth of the guest registered in the guest profile

[GuestGender]

The guest's gender registered in the guest profile

[GuestAddress]

The complete billing address of the guest registered in the guest profile

[GuestAddress1]

Alternative address of the guest registered in the guest profile

[GuestAddress2]

Alternative address of the guest registered in the guest profile

[GuestCity]

City where the guest resides

[GuestState]

State where the guest resides

[GuestCountry]

Country of the guest registered in the guest profile

[GuestReferral]

The referral that guests can send to avail of any referral benefits

[GuestReferredBy]

The source of referral from which the guest was referred

[TherapistName]

Name of the therapist who performed the service

[OrganizationName]

Name of the center’s organization

[CenterName]

Name of the center where a service is booked

[CenterCity]

City where the center is located

[CenterState]

State where the center is located

[CenterCountry]

Country where the center is located

[CenterAddlData1]

Additional center information provided in the Additional text field in the guest's base center Settings > Invoice & Receipts

[CenterAddress]

Complete address of the center (corresponds to the Address 1 and Address 2 field in the center settings)

[CenterZip]

Zip code/postal code of the center’s location

[CenterPhone]

Center’s phone number (corresponds to the Phone field in the center’s settings)

[CenterPhone2]

The secondary phone number provided for the guest's base center (corresponds to the Phone 2 field in the center settings)

[CenterEmail]

Email address of the center.

[ServiceName]

Name of the service for which the appointment is booked

[AppointmentStartTime]

The start time of the appointment

[AppointmentDate]

The date of the appointment

[AppointmentEndTime]

The end time of the appointment

[InvoiceStatus]

The status of the invoice at the time of filling the form

[GuestZipCode]

Zip code of the address of the guest

[CustomMacro1] to [CustomMacro10]

Optional fields that appear as CustomMacro1 to CustomMacro10, can be used to add messages in the form to communicate information to guests.

[PackageName]

Name of the package associated with the form

[PackageType]

The type of package: Day, Promotional, Series, or Custom Package

[PackageInvoiceNumber]

The number of the invoice generated when the package was sold

[PackageValidFrom]

Start date of the validity of the package

[PackageValidTill]

End date of the validity of the package

[PackageSoldBy]

Name of the employee who sold the package

[PackagePrice]

The price of the package associated with the form

[PackagePaymentMethod]

The payment method used to purchase the package

[PackageCountofScheduledPayments]

The number of payments scheduled for the payment of this package

[PackageFirstScheduledPaymentDate]

The date on which the first payment was done for the package

[PackageNextScheduledPaymentDate]

The upcoming date of payment for this package

[PackageLastScheduledPaymentDate]

The date on which payment of packages is scheduled to end

[PackageTherapistName]

The name of the therapist performing services in the package

[PackageTherapistPhone]

The mobile number of the therapist performing services in the package

[TodaysDate]

Current date

[MembershipName]

Name of the membership associated with the form

[MembershipNumber]

The number assigned to the membership that is sold at the center

[MembershipInvoiceNumber]

The number of the invoice generated when the package was sold

[MembershipType]

The type of membership: Recurring, Non-recurring, Service Credits, Credit Value, or Discounts Only

[MembershipDuration]

Duration of the membership set while creation of the membership

[MembershipValidFrom]

Date when the membership becomes active

[MembershipSoldBy]

Name of the employee who sold the membership

[MembershipPrice]

Price at which the membership is sold.

[SetupFee]

Setup fee associated with the membership

[RecurringFee]

Recurring fee charged towards membership

[Mem#OfCollections]

The total number of collections made towards the membership

[MembershipPaymentMethod]

Type of payment method used towards membership fees

[MemFirstCollectionDate]

Date when the first fee is collected for the membership

[MemNextCollectionDate]

Date when the next fee is collected towards the membership fee

[MemExpiryDate]

The date at which the membership is set to expire

[MembershipLockin]

Lock-in period defined for the membership

The lock-in period refers to the number of payments that the guests need to complete before they can cancel the membership.

[MemBalance]

Total credit balance available in the membership

[MemRenewalPrice]

Membership renewal price for a recurring membership

Examples of forms where macros can be used

  • A form that needs demographic details of guests with fields for guest's name, addresses, and contact details.

  • A form for gathering service information with fields for the service name, therapist name, and appointment details.

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