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

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

Before You Start

Make sure you have created Custom Values:

Go to Settings → Custom Values
Click New Custom Value
Enter a name and value
Click Save

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

How to Use Custom Values in Calendars

Go to Calendars
Open an existing calendar or create a new one
Navigate to Calendar Settings
Click into any text field (for example: Appointment Title or Notification)
Click the { } merge field icon
In the selector:
- Scroll to Custom Values
- Or use the search bar to find your value
Select your Custom Value
- It will be inserted as a token (e.g., {{custom_values.your_key}})
Click Save
(Recommended) Book a test appointment to confirm the value displays correctly

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.