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A custom template gives you full creative control over how your reminders and notifications look. The Default Template is great for a quick setup, but switching to a Custom Template unlocks personalized sender names, dynamic subject lines, and booking variables so every message feels on-brand.

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Personalize your template

1

Enable customization

Go to the Message template field and select Custom from the dropdown. This unlocks editing for the Sender Name, Subject, and Email Body.
Message template dropdown open with Custom selected, unlocking the Sender Name, Subject, and Email Body fields

Switching to a custom template

2

Set the sender identity

With a custom template you aren’t stuck with a generic “Cal ID” name. Change the Sender Name to your own name, your company’s name, or a specific department to build trust with your attendees.
Sender Name field in the custom template editor with a company name typed in

Making messages come from you

3

Craft a dynamic subject line

The subject line is the first thing attendees see. Write a catchy, relevant Custom Subject from scratch, and use the Add variable dropdown to drop in values like the {EVENT_NAME} or {ATTENDEE} name so it stands out in a crowded inbox.
Custom Subject field with the Add variable dropdown open, listing tokens such as EVENT_NAME and ATTENDEE

Personalizing the subject with booking data

4

Use variables in the body

To keep every email personal and accurate, use the Add variable dropdown in the Subject and Email Body sections. Each token below is replaced with real booking data when the message is sent.
You can’t customize the template of an SMS workflow.
To customize the template for WhatsApp, first integrate the WhatsApp Business app.

Set up a workflow

Choose triggers and actions to automate booking messages.

Integrate WhatsApp Business

Send reminders from your own WhatsApp Business number.

Track workflow status

See which messages were sent for each booking.

Measure performance

Review how your automated messages are performing.

Related topics

Workflows Setup to Cal IDIntegrate WhatsApp BusinessTrack Notification DeliveryCustom Event Name in BookingAnalyzing Workflow Performance in Cal ID Insights