Overview
Merge fields let you write one message and have it arrive personalized for every client. You type a field like {{first_name}} into your message, and HealthdeskAI swaps it for that client's real details from Mindbody the moment the message sends.
You'll sometimes hear merge fields called variables, tokens, or personalization fields. They all mean the same thing.
Type a merge field exactly as shown below, including the double curly braces and the underscores. Merge fields are case-sensitive: {{first_name}} works, {{FirstName}} does not.
You can use merge fields in:
- SMS blasts
- Email blasts (subject lines and body)
- SMS and email automations
Fields You Can Use Anywhere
These two work in every blast and every automation, on both SMS and email.
{{first_name}}is the client's first name. Example: Sarah{{last_name}}is the client's last name. Example: Chen
Example: "Hi {{first_name}}, we're running a members-only class this Saturday. Want a spot?"
Fields for Booking Confirmations
The Booking Confirmation automation is the only place with access to your Mindbody class details, so these seven fields work there and nowhere else. Used in a blast or any other automation, they won't fill in.
{{class_name}}is the name of the class or appointment booked. Example: Reformer Flow{{visit_date}}is the date of the visit. Example: July 15, 2026{{visit_time}}is the start time of the visit. Example: 6:30 PM{{visit_datetime}}is the date and time together. Example: 2026-07-15 6:30 PM{{visit_number}}is which visit this is for the client, as a number. Example: 5. Write it as "your {{visit_number}}th visit" to read naturally{{pass_type}}is the pass or membership the visit was booked on. Example: Intro Offer{{location_name}}is the location the visit is booked at. Example: Downtown Studio
Example: "Hi {{first_name}}, you're booked for {{class_name}} on {{visit_date}} at {{visit_time}} at {{location_name}}!"
Pro Tips
- Write the message out with a real client in mind first, then swap in the merge fields. It keeps the sentence sounding human.
{{location_name}}is worth including if you run more than one location. It removes the most common "wait, which studio?" reply.- Send yourself a test before you send to a list. It's the fastest way to catch a typo'd field.
- A misspelled merge field sends as literal text, so your client sees
{{First_Name}}in the message. Copy the fields from this page rather than typing them from memory.
FAQs
Q: What are merge fields called in HealthdeskAI? A: Merge fields. You may also see them referred to as variables, tokens, or personalization fields. They're the same thing.
Q: What happens if a client is missing that information in Mindbody? A: The field comes through blank, so the rest of your message still sends. Writing "Hi {{first_name}}!" rather than "{{first_name}}, check this out" means a missing first name reads as an ordinary greeting instead of a broken sentence.
Q: Can I use merge fields in an email subject line? A: Yes. Subject lines and body content both support them.
Q: Why isn't my {{class_name}} filling in? A: The seven class fields only work in the Booking Confirmation automation. In any other automation or a blast, HealthdeskAI has no class booking to read from.
Q: Are merge fields case-sensitive? A: Yes. Type them in lowercase with underscores exactly as listed on this page.
Q: Can I add my own custom merge field? A: Not today. The fields on this page are the complete list.