How to Add a Resource Unit Number to an Email Template Using the Insert-a-Field/Data Merge Function


From the Email tab, select Templates and then select USchedule Assigned Templates. Next, edit your Appointment Resource Confirmation template to add a bay or simulator unit number:

Add a resource unit merge field after the appointment date and time information by clicking into the template at that spot:

This activates the toolbar on the left-hand side of the screen. Click the very top option to reveal the data merge fields:

At the bottom is the Resource Unit data merge. Click on that to insert the field into the position where you clicked into the template:

The resource unit will insert the bay number or the sim number into the position where you clicked into the template:

Hit the enter key to move the resource unit down one row. Click the Save button:

Once saved, the template is ready to use. You might also consider adding the resource unit to your Resource Appointment Reminder template to remind customers of the resource unit they booked into prior to their arrival at the location of the appointment.