How to Use Client Data Tags in Notes Templates ?

In some cases, you may need to include client data in your notes (for example, the client’s name or contact information).

To make this easier, Colib provides tags that you can use to automatically map client data into your notes.

Here’s the list of available tags:

• {firstname} → replaced with the client’s first name (in PDFs or on the client portal).

• {lastname} → replaced with the client’s last name.

• {email} → replaced with the client’s email address.

• {phone} → replaced with the client’s phone number.

• {birthdate} → replaced with the client’s date of birth

• {healthinsurancenumber} → replaced with the client’s health insurance number.

Other considerations

• You can add these tags to your notes templates in the Settings section

• If you need additional tags, please let us know—we’d be happy to create them for you. 

Example :

This text will generate the following PDF :