Custom Fields

Custom fields let you extract structured information from your calendar event descriptions beyond the standard customer name, email, and phone. You define what to look for, and Attendara's AI extracts it automatically and makes it available as a template variable.

Use cases

• Service type — Extract which service the customer is booked for (e.g. Haircut and colour) and include it in the reminder email.
• Referral source — Capture how the customer found you.
• Specific instructions — Extract any special notes (e.g. Customer is allergic to latex).
• Insurance provider — For clinics or healthcare providers.

Creating a custom field

1. Go to Settings → Custom Fields.
2. Click Add field.
3. Enter a Label — the user-friendly name for the field (e.g. Service Type). Attendara derives the field ID from this label automatically (e.g. serviceType).
4. Write a Description — this is used by the AI to understand what to look for. Be specific. For example: "The type of service or treatment the customer has booked. Examples: Haircut, Colour treatment, Blow-dry."
5. Click Save.

How extraction works

When Attendara processes a calendar event, it sends the event title and description to an AI model along with your custom field definitions. The model reads the text and returns the value for each field — or leaves it blank if no relevant information is found.

Example event description:

Jane Taylor — jane@example.com — +44 7700 900123
Service: Full colour + blow-dry
Notes: Prefers afternoon appointments

With a Service Type custom field, Attendara extracts: "Full colour + blow-dry".

Using custom fields in templates

Once a custom field is defined, its auto-generated ID appears as a variable button in the template editor. The variable is simply the field's ID wrapped in double curly braces — no prefix needed. For example, a field whose ID is serviceType becomes:

{{serviceType}}

You can see each field's ID listed in the Custom Fields settings page. Example reminder template:

Hi {{CLIENTNAME}}, this is a reminder of your {{serviceType}} appointment
with {{BUSINESSNAME}} on {{STARTDATE}} at {{STARTTIME}}. See you then!

Editing and deleting fields

You can edit a field's label and description at any time. Editing the description changes how future extractions work — it does not re-extract values for existing appointments.

Deleting a field removes it from all future extractions and from the template variable list. Existing appointment data for that field is also removed.