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Variable List for Notes
Variable List for Notes

Notes, Descriptions, Summaries. A complete list of various options that are available within workflow note sections.

Johannah Strobaugh avatar
Written by Johannah Strobaugh
Updated over 4 months ago

The complete list of variables that TimeZest can insert into a note is the following:

  • Account Name- The name of your TimeZest account- i.e. "FipTech"

  • Appointment Cancelled By - a string that indicates if a canceled appointment was canceled by the client or a technician. It will have the value of either "client" or "technician".

  • Appointment Duration - the duration of the appointment meeting.

  • Appointment External Name - the external name for the appointment, as configured in the appointment type.

  • Appointment Internal Name - the internal name for the appointment, as configured in the appointment type.

  • Appointment Scheduled from Pod- the appointment was scheduled from the TimeZest Pod/ Insight inside a ticket.

  • Appointment Scheduled via URL scheduling- the appointment was scheduled using URL-Based Scheduling.

  • Appointment Scheduled with shareable URL- the appointment was scheduled using a Shareable URL.

  • Appointment Start Time (Client TZ) - the time the customer has selected for their appointment, formatted as a long string, e.g. "1:30 pm on Wednesday, July 7, 2022 (Eastern Time (US & Canada))". This time will be in the time zone used by the client when they scheduled their appointment.

  • Appointment Start Time (Scheduled User TZ) - the time the customer has selected for their appointment, formatted as a long string, e.g. "1:30 pm on Wednesday, July 7, 2022 (Eastern Time (US & Canada))". This time will be in the time zone configured for the first scheduled user.

  • Cancellation Reason - the cancellation reason, if given, when an appointment has been canceled by a client.

  • Client can Reschedule Appointment - if the client is able to cancel or reschedule the appointment, the variable will display "true".

  • Client Company Name - the name of the client's company.

  • Client Email Address - the client's email address.

  • Client First Name - the first name of the client.

  • Client Full Name - the full name of the client.

  • Client Last Name - the last name of the client.

  • Client Phone Number - the phone number given by the client when scheduling.

  • Client Phone Type - the phone number type selected by the client when scheduling

  • Client Time Zone - the time zone used by the client when scheduling their appointment.

  • Closed Loop Ticket Number - the service ticket's number in text format.

  • Issue Description - the Summary line of the ticket.

  • Link to Ticket in PSA - HTML output of the link to the service ticket.

  • Online Meeting Client URL - the URL that the client should use to join the online meeting for an appointment if one has been created.

  • Online Meeting Password - the password needed to join the online meeting, if one has been created.

  • Online Meeting Technician URL - the URL that the technician should use to join the online meeting for an appointment if one has been created.

  • Online Meeting Type - a string indicating the type of online meeting - either "Zoom" or "Microsoft Teams".

  • Rescheduling URL - the URL a client can use to reschedule if rescheduling is permitted.

  • Resource Names - the names of the resources for the appointment, joined into a sentence.

  • Scheduled User Email Addresses- the email addresses of the scheduled users.

  • Scheduled User Names - the names of the scheduled users, joined into a sentence.

  • Scheduling URL - the URL the client can use to schedule their appointment.

  • Ticket Number - the number of the ticket associated with a scheduling request, if one is associated.

  • Ticket Summary - the summary of the ticket associated with a scheduling request.

  • Ticket URL that a technician can use to access the corresponding ticket if one exists.


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