Skip to main content
All CollectionsSend emailEmail type: πŸ“… Transactional
πŸ”Ž Copy Paste - Personalisation variables for Transactional email
πŸ”Ž Copy Paste - Personalisation variables for Transactional email

Insert personalised data about your patient, their practitioner, appointment details and more

Monique Clark avatar
Written by Monique Clark
Updated over a month ago

☝️ Important: these variables are for Transactional emails only.

There are different variables for Campaigns & Automated Journeys.

Transactional emails have a unique set of [variables] that allow you to display information specific to the actual appointment or invoice that triggered the email.

Unlike marketing Campaigns and Automated Journeys, Transactional emails are *always associated to a specific appointment, so we have special variables to make these emails highly specific to the patient.

*always - with the exception of Invoice-based and Medical Alert-based triggers, which are not tied to an appointment, just a patient. As such, appointment-specific variables are incompatible with these trigger types.

Use these links to the skip to the variable type you're looking for:

Testing variables

If you want to test the output of your Transactional variables - use this tutorial.


πŸ‘£ Patient details

βœ… Compatible with ALL transactional email triggers

Patient first name

[patientfirstname]

Displays the patient's first name exactly as it has been entered into Cliniko. Will display the preferred name if one is set.
​e.g: Joe

Patient actual first name

[patientactualfirstname]

Displays the patient's first name exactly as it has been entered into Cliniko, and will not display the preferred name even if one is set.
​e.g: Joseph

Patient email address

[patientemail]

Displays the patient's email address per their Cliniko file.
​e.g: [email protected]

Patient street address

[patientaddress]

Displays the patient's street address (note: we only display 'line 1' of the address (street number and name) for security and privacy reasons).

e.g 123 Sydney Street


πŸ“† Appointment details

⚠️ Not compatible with Medical Alert or Invoice triggers

Appointment type

[appointmenttype]

Display's the appointment type that triggered the email.
​e.g: Initial Consultation

Appointment category

[appointmentcategory]

Display's the appointment category that triggered the email.
​e.g: Chiropractic

Appointment date & time

[appointmentstart]

Displays the date/time of the triggering appointment, in your businesses timezone.
​e.g Friday, 24 May 10:45am

Appointment start time with timezone

[appointmentstarttimezone]

Displays the date/time of the triggering appointment, in your businesses timezone.
​e.g Friday, 24 May 10:45am (AEST)

Appointment date

[appointmentstartdate]

Displays the date only of the triggering appointment.
​e.g Friday, 24 May

Appointment time

[appointmentstarttime]

Displays the time only of the triggering appointment, in your businesses timezone.
​e.g 10:34am

Appointment ID

[appId]

Displays the Cliniko appointment ID for the triggering appointment.
​e.g 12345678


🩺 Practitioner details

⚠️ Not compatible with Medical Alert or Invoice triggers

Practitioner full name

[practitioner]

this is used to display your patient's Practitioner's full name
e.g Justine Davies

If you want the email sender name to be the Practitioner, use:

[practitioner, fallback=Your Business Name]

*Ensure you replace Your Business Name with your actual typed business name.

Practitioner first name

[practitionerfirstname]

this is used to display your patient's Practitioner's first name
e.g Justine

If you want the email sending address to be the Practitioner's, use:

[practitioner, fallback=reception]

*Ensure you replace Your Business Name with your actual typed business name.

Note: You must set a 'fallback' just incase the Practitioner is removed from Cliniko. We used reception in our example, but you can do hello or info or anything you like.

Practitioner email address

[practitioneremail]

this is used to display your patient's Practitioner's email address as it is set up in Cliniko
e.g [email protected]

πŸ’‘ You can insert the treating practitioner's email into the 'Reply-to' email field ensure replies are sent to the treating practitioner directly.

Note: You must set a 'fallback' just incase we can't find the practitioner's name variable, which only really happens if a Practitioner is removed from Cliniko.

e.g:

[practitioneremail, [email protected]]


πŸ“ Business details

⚠️ Not compatible with Medical Alert or Invoice triggers

Business location name

[business]

this is used to display your Business name
​e.g Peptalkr Clinic

Business location display name

[businessdisplayname]

this is used to display your Business display name
​e.g Peptalkr Clinic Wooloomooloo

πŸ‘‰ In your Cliniko 'business settings' you can set both a Business name and a Business display name. This variable allows you select which to reflect in your emails.

Business location city

[businesscity]

this is used to display your Business's city/suburb
​e.g Wooloomooloo

Business location full address

[businessaddress]

this is used to display your Business address as has been set in Cliniko business settings
​e.g 123 Fake Street, Fakeville, NSW 2000

Business location reply email

[businessreplyemail]

this is used to display your Business email address as has been set in Cliniko business settings
​e.g [email protected]

Business location contact info

[businesscontactinfo]

this is used to display your Business contact information as has been set in Cliniko business settings
​e.g
Phone - 02 000 000
Fax - 02 111 111

Account default reception email

[receptionemail]

this is used to display the reception email you have set on the Settings page


πŸ”—Links & forms

βœ… Compatible with ALL transactional email triggers

Online booking link

[bookinglink]

this is used to display the link to your online bookings if you have set one on the Settings page.

[primarynpform]

this is used to display the link to your primary new patient form that was created by Peptalkr. If you have your own NP form link, do not use this variable and just paste your link in directly.

If you have multiple intake forms or use an external form system - do not use this variable. Just paste the relevant form URL into your email template (using a hyperlink or button block). You can find your Peptalkr form URLs on the forms tab of your account.

[feedbackform]

this is used to display the link to your primary feedback form that was created by Peptalkr. If you have your own NP form link, do not use this variable and just paste your link in directly.

If you have multiple feedback forms or use an external form system - do not use this variable. Just paste the relevant form URL into your email template (using a hyperlink or button block) You can find your Peptalkr form URLs on the forms tab of your account.

 [cancellationlink]

This is used to cancel the appointment that triggered this message. It will only work when you use the following trigger types:

  1. Before the appointment

  2. When an appointment is created

  3. After an appointment is marked DNA

 [telehealthlink]

This is used to provide the link to the telehealth appointment. It should only be used in triggers that relate to telehealth appointment types.

 [emailunsubscribe]

If you have selected 'This is a marketing email' during the trigger building process, then, by law you need to include an unsubscribe link.

πŸ‘‰ To make your link look pretty add some text or a button to your email then use the hyperlink button/field where you'll paste in the variable - e.g. [unsubscribelink]


The following variables have been removed from Peptalkr. Why? Read here.

[patient]

this is used to display your patient's full name.
e.g: Joe Bloggs

[patientlastname]

this is used to display your patient's last name
e.g: Bloggs
​

Variables for Automations and Campaigns

Did this answer your question?