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Workflow Trigger – Service Booking (Services v2)

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?


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.


When It’s Triggered


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


Key Differences from Appointment Status Trigger


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


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:


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:

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:


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


ActionStatusNotes
Update Appointment Status✅ SupportedBased on Service Booking ID
Create Appointment Note✅ SupportedBased on Service Booking ID. Notes apply to the Service Booking as a whole
Book AppointmentNot supportedNA
Conversation AI Booking BotNot supportedNA
Eliza BookingNot supportedNA

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:


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:


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




Step 2: Add the Trigger




Step 3: Add Filters


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.