Using Custom Values in Calendars

You can now use Custom Values directly inside Calendar settings to personalize appointment details, notifications, and booking experiences.

This allows you to insert your own data—such as meeting links, salesperson names, or internal notes—into calendar fields using merge fields.

TABLE OF CONTENTS

• What’s New
• Where You Can Use Custom Values
• Before You Start
• How to Use Custom Values in Calendars
• Example
• Why This Matters
• Frequently Asked Questions
• Related Articles

What’s New

Custom Values are now available in the merge-field selector across:

• Calendars

• Services

• Rentals

When adding a merge field, you will see a Custom Values section in the selector, making it easy to insert your own data.

Where You Can Use Custom Values

You can use Custom Values in any calendar field that supports merge fields, including:

• Appointment Title

• Meeting Location (Custom)

• Email notifications

• SMS reminders

• Workflow messages triggered by appointments

You can also use assigned user values in these post-booking experiences:

 
Calendar confirmation page, Thank you message

 The next funnel step after a calendar booking, when the Calendar element redirect action is set to Go to next step

Assigned user values populate from the user linked to the contact or appointment. This helps you show the assigned user’s name, email, phone number, or other supported user details after a booking.

Before You Start

Make sure you have created Custom Values:

1. Go to Settings → Custom Values

2. Click New Custom Value

3. Enter a name and value

4. Click Save

Your Custom Values will now be available in the merge-field selector.

How to Use Custom Values in Calendars

1. Go to Calendars

2. Open an existing calendar or create a new one

3. Navigate to Calendar Settings

4. Click into any text field (for example: Appointment Title or Notification)

5. Click the { } merge field icon

6. In the selector:

   • Scroll to Custom Values

   • Or use the search bar to find your value

7. Select your Custom Value

   • It will be inserted as a token (e.g., {{custom_values.your_key}})

8. Click Save

9. (Recommended) Book a test appointment to confirm the value displays correctly

   Screenshot

Use Assigned User Values After a Calendar Booking in a Funnel

When a Calendar element is used in a funnel and the redirect action is set to **Go to next step**, assigned user values can render on the next funnel step after the appointment is booked.

1. Add a Calendar element to a funnel step.

2. Set the Calendar element redirect action to Go to next step.

3. Add assigned user merge fields to the next funnel step.

4. Book a test appointment.

5. Confirm that the assigned user values populate on the next funnel step.

You can also add assigned user values to the calendar confirmation page, Thank You Message.

Example

Below is an example of the merge-field selector showing the Custom Values section:

Why This Matters

Using Custom Values in Calendars helps you:

• Personalize confirmations and reminders

• Maintain consistent messaging across appointments

• Reduce manual copy-pasting

• Scale scheduling workflows more efficiently

Frequently Asked Questions

Do I need to enable anything to use this feature?

No. This feature is available by default.

Can I use Custom Values with workflows?

Yes. They work in email and SMS actions tied to appointment triggers.

Can I combine Custom Values with other merge fields?

Yes. You can use multiple merge fields in the same field.

What happens if I update a Custom Value?

Future messages will use the updated value. Previously sent messages will not change.

Are Custom Values available on mobile?

Yes. They are supported in calendar-related fields.

Related Articles

• Workflow Trigger - Appointment Status

• Workflow Action - Update Custom Values