Settings
General Settings
Tax & Currency Settings
Prices include tax
Email Template Reference
Available Template Variables
Use these variables in your email templates. They will be automatically replaced with actual values when the email is sent.
| Variable | Description |
|---|---|
| Client Information | |
{client_name} |
Full name of the client |
{client_email} |
Client email address |
{client_phone} |
Client phone number |
| Case Details | |
{service_type} |
Name of the service (e.g. "Visa Application") |
{case_number} |
Unique case reference number |
{stage_name} |
Current stage name (e.g. "Documents Received") |
| Company Information | |
{staff_name} |
Name of the assigned staff member |
{company_name} |
Your business name from General settings |
{company_phone} |
Your business phone from General settings |
{company_email} |
Your business email from General settings |
| Financial | |
{total_value} |
Total case value / service fee |
{paid_amount} |
Amount already paid by the client |
{balance_due} |
Remaining balance owed |
{today_date} |
Current date when the email is sent |
Example Template
Subject: Update on your {service_type} - Case #{case_number}
Dear {client_name},
We are writing to inform you that your case #{case_number} for {service_type} has been updated to: {stage_name}.
Payment Summary:
Total Fee: {total_value}
Paid: {paid_amount}
Balance Due: {balance_due}
If you have any questions, please do not hesitate to contact us at {company_phone} or reply to this email.
Best regards,
{staff_name}
{company_name}