Custom Fields

Include any custom data you have in your appointment or client records and use it in appointment messages. Learn how.

Custom data can be extracted from your appointments and contacts and included in your messages, conditions, and appointment pages.

Custom data is available through the {{ event.custom.CUSTOM_FIELD_NAME }} and {{ participant.custom.CUSTOM_FIELD_NAME }} fields.

Custom Appointment Data

You can add custom data to an appointment by including CUSTOM_FIELD_NAME: VALUE in the appointment body.

For example, if the body of the appointment contained the following:

service: haircut
stylist: Karen

Then you could use event.custom.service and event.custom.stylist in your message templates to inline the type of service and the stylist that is going to perform the service. For example, you could set your SMS Message Template to say:

{{ event.custom.service | capitalize }} Reminder: This is a reminder for your appointment with {{ event.custom.stylist | capitalize }} {{ event.day_and_time_phrase }}

That would result in: “Haircut Reminder: This is a reminder for your appointment with Karen…”

Custom Contact Data

Custom contact data can be added to contacts by adding CUSTOM_FIELD_NAME: VALUE to the notes section of a contact record.

You can then use {{ participant.custom.CUSTOM_FIELD_NAME }} or {{ contact.custom.CUSTOM_FIELD_NAME }} in your message templates, conditions, and appointment pages.

Integrations

Some of Apptoto’s integrations allow custom fields to be extracted from the event and contact records directly from custom fields. For example, Salesforce allows you to add custom fields to the Event, Contact, and Lead objects. Apptoto can pull in that information as well.