Adaptive AI Knowledge Base
Calendars, Appointments & Services
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.
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:
- when a customer self-books online
- 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
- → Works only for calendar appointments.
- → 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).
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:
- → The Service Booking trigger will not be available for selection.
- (that already include this trigger):
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
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
What details are available? For each booked service, you can display:
- Service Name: e.g., “Haircut” or “Massage”
- 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
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
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:
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 tab in the left-side navigation bar
- To open an existing workflow, click on the workflow name
- To create a new Workflow, use the button
Step 2: Add the Trigger
- Create a new trigger by clicking
- Using the search bar, select the trigger
Step 3: Add Filters
- Configure the trigger to your needs using the necessary filters.
- Once fully configured, save your changes using the blue 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