When someone books an appointment, the experience should feel personal and clear from start to finish. This CRM update lets assigned user details appear consistently on the next funnel step and on the calendar confirmation page, so your customer can immediately see the right contact information after booking.

📌 Why This Matters

If a customer books time with your business, they should know who they are meeting with next. Showing assigned user details on confirmation pages and follow-up funnel steps helps reduce confusion, creates a more personal experience, and gives customers confidence that their appointment is set with the right person.

✨ What’s New

• Assigned user details on the next funnel step: If your calendar is inside a funnel and redirects people to the next step after booking, assigned user custom values can now appear there.
• Assigned user details in confirmation messages: You can also use these values in the calendar confirmation page thank-you message.
• More consistent booking experiences: Assigned user information now carries through more reliably across the booking and funnel flow.

🛠️ How to Use It

1. Step 1: Add your calendar to a funnel and set the booking action to send people to the next step after they book.
2. Step 2: Place assigned user custom values on the next funnel page wherever you want the team member’s details to appear.
3. Step 3: Add the same assigned user values to your calendar confirmation thank-you message if you want customers to see the assigned contact right away.
4. Step 4: Test the booking flow to make sure the correct assigned user details appear for each appointment.

💡 Pro Tip

If customers instantly see the right staff member’s name and details after booking, they’re more likely to show up prepared and move faster toward a sale.