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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 yesterday

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 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 Start Time (Client Time Zone) - 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 Time Zone) - 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 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.

  • Teams Dial-in Number - The scheduled user's Microsoft Teams Meeting dial-in number. This allows all parties to call in to the Teams meeting.

  • Teams Phone Conference ID - The scheduled user's Microsoft Teams Meeting conference ID. This allows all parties to join the meeting after calling in.

  • 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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