Using Custom Values in Calendars

What are Custom Values?

Custom Values allow you to personalize calendar appointments, notifications, and booking experiences by inserting your own data directly into calendar fields using merge fields. You can use them to include meeting links, salesperson names, internal notes, or any other custom information.

Where You Can Use Custom Values

Custom Values can be used in any calendar field that supports merge fields, including:

• Appointment Title
• Custom Meeting Location
• Email notifications
• SMS reminders
• Workflow messages triggered by appointments

Additionally, you can use assigned user values in post-booking experiences such as:

• The calendar confirmation page and 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 are populated from the user linked to the contact or appointment, allowing you to display the assigned user’s name, email, phone number, or other supported details.

Before You Begin

Before using Custom Values in calendars, you must first create them:

1. Navigate to Settings → Custom Values.
2. Click New Custom Value.
3. Enter a name and value.
4. Click Save.

Your Custom Values will then 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, such as 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. Book a test appointment to confirm the value displays correctly.

Using 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 and Thank You Message.

Benefits of Using Custom Values

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.