Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Location Fields
  • Invoice Fields
  • Person/Company Fields
  • Asset Fields
  • Package Fields
  • Booking Fields
  • Refund Fields
  • CreditNote Fields
  • Contract Fields
  • PaymentMethod Fields
  • Document Fields
  1. Settings
  2. Email templates

Merge Tags

Merge tags are the substitutions available to you when designing an email template. Depending on the entity model being given to an email template, you might see different fields available. Here's all the merge tags you have available to you.

Location Fields

Name
Entity Type Supported
Example

location_name

Booking, Invoice, Payment

Acme Inc - Exampletown

location_email

Booking, Invoice

acme@example.com

location_phone

Booking, Invoice

0123456789

location_website

Booking, Invoice

www.example.com

location_full_address

Booking, Invoice

1 Test St, Apt #13, Exampletown, CA, 90022, United States

location_address_line_1

Booking, Invoice

1 Test St

location_address_line_2

Booking, Invoice

Apt #13

location_city

Booking, Invoice

Exampletown

location_state

Booking, Invoice

CA

location_postcode

Booking, Invoice

90022

location_country

Booking, Invoice

United States

pickup_location_name

Booking

Acme Inc - Exampletown

pickup_location_email

Booking

acme@example.com

pickup_location_phone

Booking

0123456789

pickup_location_website

Booking

www.example.com

pickup_location_full_address

Booking

1 Test St, Apt #13, Exampletown, CA, 90022, United States

pickup_location_address_line_1

Booking

1 Test St

pickup_location_address_line_2

Booking

Apt #13

pickup_location_city

Booking

Exampletown

pickup_location_state

Booking

CA

pickup_location_postcode

Booking

90022

pickup_location_country

Booking

United States

dropoff_location_name

Booking

Acme Inc - Exampletown

dropoff_location_email

Booking

acme@example.com

dropoff_location_phone

Booking

0123456789

dropoff_location_website

Booking

www.example.com

dropoff_location_full_address

Booking

1 Test St, Apt #13, Exampletown, CA, 90022, United States

dropoff_location_address_line_1

Booking

1 Test St

dropoff_location_address_line_2

Booking

Apt #13

dropoff_location_city

Booking

Exampletown

dropoff_location_state

Booking

CA

dropoff_location_postcode

Booking

90022

dropoff_location_country

Booking

United States

Invoice Fields

Name
Entity Type Supported
Example

invoice_number

Invoice, Payment

INV123456

invoice_due_date

Invoice, Payment

21st Sept, 2025

invoice_outstanding_balance

Invoice

$123.45

invoice_service_period_start_date

Invoice

21st Sept, 2025

invoice_service_period_end_date

Invoice

22nd Sept, 2025

payment_charge_at

Payment

Wed, 18 Dec 02:36 pm AEDT/ No further attempt scheduled

payment_attempts

Invoice

Number of automated attempts made for payment.

Person/Company Fields

For people and companies, we still use the same field names, however, the values change. This is to make it easy to write one email template for both types.

Name
Entity Type Supported
Person Example
Company Example

payer_first_name

Booking, Invoice, Refund, CreditNote

John

Acme Inc

payer_middle_name

Booking, Invoice, Refund, CreditNote

Lewis

<blank>

payer_last_name

Booking, Invoice, Refund, CreditNote

Smith

<blank>

payer_full_name

Booking, Invoice, Refund, CreditNote

John Lewis Smith

Acme Inc

payer_email

Booking

test@test.com

test@test.com

owner_first_name

Booking, Payment, Document

John

Acme Inc

owner_middle_name

Booking, Payment, Document

Lewis

<blank>

owner_last_name

Booking, Payment, Document

Smith

<blank>

owner_full_name

Booking, Payment, Document

John Lewis Smith

Acme Inc

owner_email

Booking

test@test.com

test@test.com

owner_phone

Booking

012345678

012345678

primary_driver_first_name

Booking

John

<N/A>

primary_driver_middle_name

Booking

Lewis

<N/A>

primary_driver_last_name

Booking

Smith

<N/A>

primary_driver_full_name

Booking

John Lewis Smith

<N/A>

Asset Fields

Name
Entity Type Supported
Example

asset_name

Asset, Booking

Ford F-150 Lariat

asset_year

Asset, Booking

2023

asset_make

Asset, Booking

Ford

asset_model

Asset, Booking

F-150

asset_trim

Asset, Booking

Lariat

asset_licence_plate

Asset, Booking

ABC123

asset_category_name

Asset, Booking

Sedan

Package Fields

Name
Entity Type Supported
Example

package_name

Booking

Rental

Booking Fields

Name
Entity Type Supported
Example

booking_number

Booking

B000022

platform_link

Booking

Link to booking in platform

billing_frequency

Booking

Weekly

start_date

Booking

21st Sept, 2025

start_time

Booking

9:50 AM

end_date

Booking

28th Sept, 2025

end_time

Booking

9:50 AM

program_type_name

Booking

Rental/Subscription

next_invoice_date

Booking

21st Sept, 2025

payment_method_last_4_digits

Booking

1234

payment_method_type

Booking

Card, BECS Direct Debit, etc

payment_method_brand

Booking

Visa, Mastercard

Refund Fields

Name
Entity Type Supported
Example

refund_amount

Refund

$100.00

transaction_id

Refund

EX1234567890

CreditNote Fields

Name
Entity Type Supported
Example

credit_note_number

CreditNote

CN123456

credit_note_type

CreditNote

Adjustment/Refundable

credit_note_amount

CreditNote

$100.00

Contract Fields

Name
Entity Type Supported
Example

program_type_name

Contract

Rental/Subscription

view_sign_agreement_url

Contract

https://example.com/signature/agreement/123

PaymentMethod Fields

Name
Entity Type Supported
Example

card_brand

Payment

Visa/Master

card_last_4_digits

Payment

xxxx-xxxx-xxxx-1234

Document Fields

Name
Entity Type Supported
Example

document_type

Document

License/Passport/Insurance

document_number

Document

12345678

days_remaining_text

Document

expiring in 30 days, expring in 14 days, expring in 7 days, expired today

workspace_name

Document

xyz

Last updated 3 days ago