A token is a placeholder that allows information to be autofilled into an email or contract. They can be easily added from the Insert Token dropdown menu on the editor bar: 

There are three main types of tokens: General Tokens, Document Tokens, and Online Scheduling Tokens. If you have created a custom field for either your contact profile or project, these will create new contact and project tokens that can be used later on.

For a token to autofill correctly, you must have the data saved within your 17hats account, the contacts project, or the contacts profile. 

To use tokens in a subject, you must copy and paste the italicized token. For example:
Subject: Thank you for booking [% booking.scheduled_service.name %].

General Tokens 

Contact tokens (contains the personal information listed in your contact/leads Contact section)
First name: [% contact.first_name %]
Last name: [% contact.last_name %]
Full name: [% contact.name %]
Company name: [% contact.company_name %]
Address: [% contact.address.as_string %]
Email address: [% contact.primary_email_address %]
Phone number: [% contact.primary_phone_number %]

Project tokens (contains specific Project-Related information)
Project name: [% project.name %]
Project location: [% project.main_event.location_string %]
Project date: [% project.main_event.formatted_token_date('start') %]
Project start time: [% project.main_event.formatted_time('start') %]
Project end time: [% project.main_event.formatted_time('end') %]

Account tokens (contains personal information from your Account Settings)
First name: [% accountinfo.first_name %]
Last name: [% accountinfo.last_name %]
Full name: [% accountinfo.name %]
Company name: [% accountinfo.company_name %]
Address: [% accountinfo.address.as_string %]
Email address: [% accountinfo.primary_email_address %]
Phone number: [% accountinfo.primary_phone_number %]
Website: [% accountinfo.website %]

Client Portal tokens (contains information specific to the Client Portal for the client)
Client Portal URL: [% project.client.portal_url %]
Client Portal Password:  [% project.client.contact_portal_setting.pin %]
if: PIN protected (not available for subjects)

Document Tokens

Invoice tokens (can be used in Invoice E-mail types)
Invoice number: [% invoice.invoice_number %]
Total amount: [% invoice.formatted_token_currency('total_amount') %]
Outstanding amount: [% invoice.formatted_token_currency('amount_due') %]
Due date: [% invoice.formatted_token_date('due_date') %]
Public link: [% invoice.link %]

Next payment amount (automatic payments): [% invoice.formatted_next_due_amount %]

Next payment due date (automatic payments): [% invoice.formatted_next_due_date %]

Contract tokens (can be used in Contract E-mail types)
Name: [% contract.name %]
Due date: [% contract.formatted_token_date('due_at') %]
Create date: [% contract.formatted_token_date('created_at') %]

Questionnaire tokens (can be used in Questionnaire E-mail types)
Name: [% questionnaire.name %]
Due date: [% questionnaire.name %]

Online Scheduling Tokens

Service tokens
Service name: [% booking.scheduled_service.name %]
Location name: [% booking.scheduled_service.location.name %]
Location Address: [% booking.scheduled_service.location.location %]
Booking date: [% booking.calendar_event.formatted_token_date('start') %]
Booking start time: [% booking.calendar_event.formatted_time('start') %]
Booking end time: [% booking.calendar_event.formatted_time('end') %]
Service duration: [% booking.scheduled_service.duration %]

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