Notes or custom value in calendar
A
Andres Boron
When I book an appointment I suggest to add a custom value and a message field to know about some informations about the appointment or client.
Photo Viewer
View photos in a modal
Log In
S
Sales & Marketing
Merged in a post:
Appointment Custom Fields (ie Appointment Type & Purpose)
M
Matt Soucie
The ability to add custom fields into the appointment object would be able to differentiate what the Type and/or Purpose of the appointment would be.
This would be huge for medical practices.
As an example, the Appointment Type: Consultation Appointment Purpose: Surgical Procedure. And the ability to use workflows off of those custom fields.
P
Pascal Dörflinger
This would also be handy for the manual appointment booking form. This could then include internal settings like "Send Confirmation" and "Mark Contact as Lead" or stuff like that.
Our Use Case: For some manually created appointments, we want to also send a confirmation of the appt via Instagram DM. Not for all of them, though. A custom field on the appt that's internal would allow for that to be decided for each booking individually.
M
Marty Mcclintock
i think you can with pipelines. whats exactly are you trying to? They show uonto a bokked appointment, they cam check in with a QR Code/Optional now im guessing you need something so medical staff can write notes and click a few check boxes?
J
Jeremy Bryant
Yes - I will be very valuable to have the answers to appointment form questions directly in the calendar appointment. Calendly and other scheduling programs do this. Would give me the comfort to completely get rid of Calendly for my client appointments.
K
Keith Besherse
Ability to add both Custom Field (contact specific), {{message.body}}, and Custom Value (location/subaccount wide) entries to the calendar event.
J
Jay Leonen
When we were on Calendly, on their platform we could see the information submitted per calendar/event type. Although I've created workflows for each of our HighLevel calendars to send internal notifications with the additional information we need for each appointment, we have to dig through Conversation threads for them or go to the contacts' custom fields to see them.
It would be a great quality of life improvement if we could customize the information included in the calendar appointment details. Thanks!
Photo Viewer
View photos in a modal