Fields vs values
A custom field is different for every contact (their job type). A custom value is the same for everyone (your booking link). Put your booking link in a custom value, use it in 20 messages, and when the link changes you change it once.
Open them
Go to CRM > Custom Values. You'll see the name, the key and the current value.
CRMCustom Values1 See it on the App map
Add the ones every business needs
Click Add custom value. Start with these.
3 See it on the App map
Booking linkBooking Link
Review linkReview Link
Main phoneMain Phone
Opening hoursOpening Hours
Owner first nameOwner First Name
Copy the key and use it
Click the copy icon next to the key and paste it into any text, email, form, page or AI prompt. It shows the value when sent.
4 See it on the App map
Example in a textThanks for calling. Book a time here: {{custom_values.booking_link}}
The {{ }} parts fill in by themselves with your business and customer details when it sends. Ones starting custom_values need that value set up once in CRM > Custom Values. How
Group them in folders
Use Add folder to keep them tidy, for example Links, Contact details, Offers.

When it's done

Your key details live in one place and every message stays correct when they change.

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Fields vs values