How do I use custom values in calendar titles and notifications?

Custom values are saved pieces of text, such as your office phone number or your intake coordinator's name, that you can drop into calendar fields. Change the value once and every calendar using it updates, so you are not editing a dozen reminders by hand.

Where you can use them

• Appointment title
• Custom meeting place
• Email and text notifications and reminders
• Workflow messages started by appointments
• The calendar confirmation page and thank-you message

Create a custom value first

1. Go to Settings > Custom Values.
2. Click New Custom Value.
3. Enter a name and the value, for example "Office Phone."
4. Click Save.

Add a custom value to a calendar

1. Go to Calendars and open the calendar's settings.
2. Click into a text field, such as the appointment title or a notification.
3. Click the { } merge field icon.
4. Scroll to Custom Values, or search for yours, and select it. It is added as a code like {{custom_values.office_phone}}.
5. Click Save.
6. Book a test appointment to check that the value shows correctly.

Show the assigned team member after booking

Assigned user merge fields show the name, email or phone of the team member linked to the appointment. Add them to the confirmation page or thank-you message so a family knows who will call them. If your calendar sits on a funnel page set to Go to next step after booking, you can also add these fields to that next page.

Common questions

• Do I need to turn anything on? No. It is available by default.
• Can I mix custom values with other merge fields? Yes, in the same field.
• What happens when I update a value? Future messages use the new value. Messages already sent do not change.

Have a question about your own account? Submit a ticket and our team will follow up.