Workflow Trigger – Service Booking (Services v2)

Modified on: Thu, 11 Sep, 2025 at 3:38 PM

Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers. This article covers the information you need to know to start use the Service Booking Trigger in your workflows.

TABLE OF CONTENTS

What is the Service Booking Trigger?
Key Benefits of the Service Booking Trigger
When It’s Triggered
Key Differences from Appointment Status Trigger
Available Filters
Trigger Visibility
Order Submission Trigger Behavior with Service Bookings
Supported Appointment Actions
Using Custom Values with Service Bookings
How to Customize It
How to Set Up the Service Booking Workflow Trigger
Frequently Asked Questions
Related Articles

What is the Service Booking Trigger?

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.

Key Benefits of the Service Booking Trigger

Understanding the benefits helps you decide when to use the Service Booking Workflow Trigger.

Avoid Duplicate Messages: One run per booking keeps communications clean, even when multiple services are purchased.
Personalized Communication: Booking details (service, date/time, duration, staff, add-ons, timezone) help customers understand exactly what they scheduled.
Target the Right Audiences: Filter by status, service, category, tags, location, or who created/modified the booking to send relevant messages to the right people.
Multi-Service Summaries: One confirmation can list every booked service and selected add-ons, reducing confusion and follow-up questions

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

Avoid mixing up booking-level and appointment-level automation by comparing the core behaviors

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

Filters narrow down which bookings will start the workflow so your automation stays focused and relevant. The available filters for this trigger include:

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 sub-account. If Services (v2) is disabled for a sub-account:

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

Action	Status	Notes
Update Appointment Status	✅ Supported	Based on Service Booking ID
Create Appointment Note	✅ Supported	Based on Service Booking ID. Notes apply to the Service Booking as a whole
Book Appointment	Not supported	NA
Conversation AI Booking Bot	Not supported	NA
Eliza Booking	Not supported	NA

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.

Looking for more information on custom values? Check out How to use Custom Values

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.

How to Set Up the Service Booking Workflow Trigger

A proper setup ensures your workflow runs at the right time, targets the right bookings, and communicates the right details.

Step 1: Create or Open a Workflow

Select the Automation tab in the left-side navigation bar
To open an existing workflow, click on the workflow name
To create a new Workflow, use the + Create New Workflow button

Step 2: Add the Trigger

Create a new trigger by clicking + Add New Trigger
Using the search bar, select the Service Booking trigger

Step 3: Add Filters

Configure the trigger to your needs using the necessary filters. Click here for more information on the available filters.
Once fully configured, save your changes using the blue Save Trigger button

Frequently Asked Questions

Q: How do I make the Service Booking trigger available in my sub-account?
Ensure Services (v2) is enabled. If Services is disabled, the trigger will not be available for new workflows. Click here for more information on enabling Services

Q: Can I include staff details in my confirmations or reminders?
Yes. You can use customer values to reference the assigned staff member (or other information such as price, date, location, etc) in your communications.