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Custom Values Now Available in Calendar Settings

· 2 min read
SMBcrm Team
SMBcrm Team
Product Team

Support for Custom Values in Calendars​

You can now use your own custom fields and values directly inside Calendar-related settings across Calendars, Services, and Rentals. This makes it easier to personalize appointment titles, locations, and messages using the data that matters most to your business.

What’s new​

Previously, when you were configuring text-based settings like confirmation emails/SMS templates, meeting locations, or appointment titles, the personalization selector mainly showed predefined system fields (for example, contact details or appointment times).

With this update, user-created custom values are now available in the selector, so you can personalize appointment experiences and enrich leads using your own data fields.

What’s changed​

When working in Calendar-related settings, you’ll now see improvements in the personalization dropdown:

  • A new Custom Values section appears in the selector
  • Custom values created in your account now show up inside the custom value selector
  • Use the search bar to quickly find the value you need

Why it matters​

This update is most helpful if you rely on custom data points to run scheduling, routing, or intake steps.

  • Personalize reminders, confirmations, and appointment details using the fields you already track
  • Keep messaging consistent across Calendars and other areas of SMBcrm
  • Reduce setup time since you no longer need to manually copy and paste custom values

Screenshot​

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Need help setting it up?​

If you’d like help choosing which custom values to use in appointment messaging and templates, visit our Support page or reach out to our team.