Workflow Trigger – Service Booking (Services v2)

The Service Booking trigger lets you automate workflows whenever a Service Booking (which may include multiple services/appointments) is created or updated. Unlike appointment-level triggers (which act on individual calendar appointments), this trigger works at the main booking level. So if a customer books multiple services at once (for example, a haircut, facial, and massage in a single checkout), the workflow is triggered only once for the entire booking — not three times. This helps you avoid duplicate actions while still giving you access to all the service details in one place.

When It’s Triggered

The workflow activates whenever a new Service Booking is created through:

• Booking Page – when a customer self-books online

• User – when staff manually create a booking

Key Differences from Appointment Status Trigger

• Appointment Status Trigger → Works only for calendar appointments.

• Service Booking Trigger → Works only for Services (v2) bookings.

• If a booker schedules multiple services (e.g., 5 services) under one Service Booking, the workflow triggers once (not 5 times).

  • Example: If your workflow action is “Send Email,” only one email is sent containing all booked services — provided you use Service Booking custom values.

Available Filters

• Appointment Status (Unconfirmed, Confirmed, Showed, No Show, Cancelled, Invalid)

• Created By / Modified By

• Has Tag

• In Service (specific service)

• In Service Category (service grouping)

• In Service Location

Trigger Visibility

This trigger is only visible if Services (v2) is enabled in the subaccount. If Services (v2) is disabled for a subaccount:

• New workflows → The Service Booking trigger will not be available for selection.

• Existing workflows (that already include this trigger):

  • New bookings will be blocked (the trigger will not fire).

  • Existing bookings → If the booking status is updated, the workflow will still trigger as expected.

Order Submission Trigger Behavior with Service Bookings

By default, whenever a Service Booking is created, an Order is automatically generated. To prevent duplicate automations, the Order Submitted trigger will not fire for the orders created via service-bookings.

However, if you want workflows to also trigger for these orders, you must explicitly add a filter:

• Order Source = Calendar

This ensures that Order-based workflows only run for service-booking orders when the business explicitly wants them to — by applying the filter Order Source = Calendar to the Order Submitted trigger.

Supported Appointment Actions

Using Custom Values with Service Bookings

When someone books a service, you can automatically include their booking details (like service name, date, time, price, staff, and add-ons) in your emails, texts, or reminders.

What details are available?

For each booked service, you can display:

• Service Name – e.g., “Haircut” or “Massage”

• Price – the cost of the service

• Duration – how long the service lasts (e.g., 60 minutes)

• Date & Time – when the appointment is scheduled

• Timezone – the customer’s local timezone

• Assigned Staff – which team member the appointment is with

• Add-ons – any extras the customer selected (with prices)

If multiple services are booked together, each service (and its add-ons) will be listed one after another.

Example: How it looks in your template

{{#each serviceBooking.services}}
  {{this.name}} - {{this.duration}} | Price: {{this.price}}  
  Date: {{this.startDate}} at {{this.startTime}} ({{this.timezone}})  
  With: {{this.assignedUser}}  

  {{#if addOns}}
    Add-ons:  
    {{#each addOns}}
      - {{this.addonName}} ({{this.addonPrice}})  
    {{/each}}
  {{/if}}
{{/each}}

What this does:

• The {{#each serviceBooking.services}} ... {{/each}} block repeats everything inside it for each booked service.

• So if a customer books 3 services, this section will repeat 3 times (once for each service).

• Add-ons (if selected) will be listed under the respective service.

How to customize it

If you want to show additional information (like a staff member’s full name), simply place your cursor inside the block and add the extra placeholder.

Example with staff name included:

{{#each serviceBooking.services}}
  {{this.name}} - {{this.duration}} | Price: {{this.price}}  
  Staff User: {{this.user.name}}  
  Date: {{this.startDate}} at {{this.startTime}} ({{this.timezone}})  
  With: {{this.assignedUser}}  
{{/each}}

This way, you can fully personalize confirmation emails or reminders with the exact service details your customer booked.