🧩 What Merge Fields Are
Merge fields are placeholders that automatically pull data from your system — for example,
{{group.name}} → displays the group’s actual name when the document is generated.
🪄 How to Add a Merge Field
Open your document template
You’re already on the Document Templates page.
Choose the template you want (e.g., Group Resume).
Click the section you want to edit (like a text box).
Click inside the text editor
You’ll see the toolbar with menus like client, account, booking, user, organization, etc. at the top.
These menus represent data categories in your system.
Select the correct category
For example:
client→ pulls client details (name, email, phone).group→ pulls group info (name, arrival date, status).account→ pulls company or account data.
Choose a specific merge field
Click the dropdown (e.g., group) and select a field like
group.nameorgroup.arrivalDate.The field will automatically appear in your text area like this:
{{group.name}}You can place it anywhere in your layout.
Save or Apply
Once you’ve added your merge fields, click Apply in the top-right corner.
Preview your document to ensure the fields populate correctly.
💡 Example
If you want to display a client’s contact info:
Contact: {{client.firstName}} {{client.lastName}} Email: {{client.email}} Phone: {{client.phoneNumber}}When you generate the document, these placeholders will automatically be replaced with the actual client’s details.
