Updating Custom Values & Workflow Fields

This guide outlines the required steps to update Custom Values and configure key Workflow fields to ensure seamless automation and personalized client communication.

Step 1: Update Custom Values

Navigate to Settings > Custom Values and update the following fields:

1. Service Menu Calendar Link

• Once your Service Menu is created and finalized, copy the permanent scheduling link.

• Paste it into the Service Menu Calendar Link custom value field.
  
  

2. Reschedule Reminder Duration

• Update this based on the response captured from the Client Onboarding Form.

Step 2: Configure Workflow Fields

Update the following workflows to use the correct links and custom values for automation steps:

Appointment - Customer Confirmation Workflow

• At the Wait step, make sure the Trigger Link is set to:
  Appointment Confirmation - Thank You Page

Appointment Confirmation + Reminders + EOG Report Prompt

Make the following updates within this workflow:

1. EOG Report Internal Notification

   • Ensure the Trigger Link used for internal teams points to the correct End of Groom (EOG) Report Form.
     
     

2. Reschedule Nurture if No Rebooking

   • Use {{custom_values.service_calendar_menu_link}} in:

     • 2x SMS Reminders

     • 1x Email Reminder

   • These messages should appear near the end of the workflow to prompt rebooking.

No-Show Nurture Workflow

• After the no-show condition is met, insert the {{custom_values.service_calendar_menu_link}} into:

  • 2x SMS Reminders

  • 1x Email Reminder
    
    

This encourages clients to rebook if they missed their previous appointment.

✅ Final Review Checklist

•  Service Menu link added to Custom Values

•  Reschedule Reminder Duration updated from onboarding form

•  All Trigger Links in workflows verified and functional

• All SMS/Email reminders properly reference {{custom_values.service_calendar_menu_link}}

•  Internal notification links for EOG Report are correct