High Level currently allows merge fields for the assigned user of a contact record, as well as partial information for the appointment provider (name and email). However, there is no merge field for the appointment provider’s phone number, which causes inaccurate or confusing reminders when the person hosting the appointment is different from the user assigned to the contact.
In many small and medium-sized businesses, the user assigned to a contact is not always the same person who will meet or service the contact.
For example:
Jeremy is assigned to a contact for general account management.
The contact books a consultation with Brian.
Reminder emails and SMS should reflect Brian’s information, because he is the person the contact will actually speak with. But High Level currently forces all reminders to use either:
- The assigned user’s phone number (Jeremy’s), or
- No phone number at all, because the system does not provide an Appointment User Phone merge field.
This leads to incorrect reminders, support issues, and a broken customer experience.
What We Need
Please add full Appointment User merge fields, including:
- Appointment User Phone
- Appointment User Name (already exists)
- Appointment User Email (already exists)
- Appointment User Time Zone
- Appointment User Signature (optional but could be useful)
This enhancement would ensure appointment reminders reflect the correct team member:
- Prevent clients from calling the wrong person
- Improve customer experience and clarity
- Support multi-provider teams without forcing manual hacks
- Align reminders with actual appointment scheduling behavior
Right now, there is no way to include the correct phone number of the person hosting the appointment unless they are also the assigned user. This severely limits the flexibility of calendars and team scheduling.
{{appointment.user.timezone}}
{{appointment.user.signature}}
This will help Agencies, Coaching teams, Multi-provider service businesses, Sales teams with round-robin or shared calendars, Anyone who has more than one person communicating with a single contact.
This feature brings High Level in line with how real teams operate.