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. * * * ## What’s New Custom Values are now available in the merge-field selector across: - 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: - Meeting Location (Custom) - Workflow messages triggered by appointments * * * ## Before You Start Make sure you have created Custom Values: 1. Go to Settings → Custom Values 4. Click Save Your Custom Values will now be available in the merge-field selector. * * * ## How to Use Custom Values in 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. - Or use the search bar to find your value 7. - It will be inserted as a token (e.g., {{custom_values.your_key}}) 9. (Recommended) Book a test appointment to confirm the value displays correctly!(https://assets.patientcopilot.ai/44ad2ca9dd2d2405.png) * * * ## 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 Action - Update Custom Values