Cookbook · Personalization

Extend the appointment card with templates

Admin· ~20 min

Capture data that doesn't fit the default appointment card — extra fields, checklists, free-text notes — and have it flow back to the back-office system. Templates are scoped to source types, so different jobs can carry different fields.

1. 1Understand how appointment templates work
2. 2Define fields and the template in administration
3. 3Assign the template to the relevant source types
4. 4Verify the new tab on the appointment card