Fields vs values
A custom field is different for every contact (their job type). A custom value is the same for everyone (your booking link). Put your booking link in a custom value, use it in 20 messages, and when the link changes you change it once.
Open them
Go to CRM > Custom Values. You'll see the name, the key and the current value.
CRM› Custom Values1 See it on the App mapAdd the ones every business needs
Click Add custom value. Start with these.
Booking linkBooking LinkReview linkReview LinkMain phoneMain PhoneOpening hoursOpening HoursOwner first nameOwner First NameCopy the key and use it
Click the copy icon next to the key and paste it into any text, email, form, page or AI prompt. It shows the value when sent.
Example in a textThanks for calling. Book a time here: {{custom_values.booking_link}}Group them in folders
Use Add folder to keep them tidy, for example Links, Contact details, Offers.
Your key details live in one place and every message stays correct when they change.
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Custom fields and folders: what they are and how to make one
Fields are the boxes on a contact that hold your own details, like job type or pet's name. Folders group them.
- 1What a custom field is
- 2Fields belong to a record type
- 3Folders keep the contact tidy
Send appointment reminders
A text or email goes out when someone books, so fewer people forget.
- 1Create a workflow
- 2Start it when someone books
- 3Add the reminder
Set up a series of emails that goes out on its own
Welcome, follow up and stay in touch with a few emails sent in order.
- 1Create a workflow
- 2Choose who gets it
- 3Add the emails