Dynamic Titles

Overview

Meeting templates can generate event titles automatically using field codes — placeholders that resolve to values from the linked CRM opportunity. Titles update dynamically when lead data changes or the booking status progresses.

Title Template Syntax

A title template is a string with field codes in curly braces:

{status} - Estimate - {customer} - {street}, {city}

When an event is created with this template linked to an opportunity, the codes resolve:

BOOKED - Estimate - John Smith - 123 Main St, Boston

Available Field Codes

Code

Resolves To

Example

{status}

Booking status (auto-updates)

BOOKED, INVITED, CONFIRMED

{customer}

Lead partner name

John Smith

{opportunity}

Lead/opportunity name

Kitchen Renovation Estimate

{salesperson}

Lead’s assigned user

Jane Doe

{stage}

CRM stage name

Qualified

{street}

Lead’s street address

123 Main St

{city}

Lead’s city

Boston

{phone}

Lead’s phone number

  1. 123-4567

{email}

Lead’s email

john@example.com

{revenue}

Expected revenue

25,000

{builder}

Custom builder field

Smith Construction

{tags}

Lead tags

Residential, Renovation

{venue}

Context-aware venue (see below)

123 Main St, Boston

The {status} Code

The status code is special — it auto-updates as the booking progresses:

(empty)     → Event saved, no notification sent yet
BOOKED      → Confirmation sent
INVITED     → RSVP request or reminder with buttons sent
CONFIRMED   → Customer accepted
DECLINED    → Customer declined
RESCHEDULING → Customer requested reschedule

Status labels are customizable per template. You can change “BOOKED” to “SCHEDULED” or “CONFIRMED” to “ACCEPTED” in the template settings.

Note

The {status} prefix is empty until the first notification is sent. This means a newly created event’s title won’t show a status until you click Send Confirmation.

The {venue} Code

The venue code is context-aware — it displays different values based on the meeting type, location, and video platform:

Meeting Type + Location/Platform

{venue} Shows

Example

In-Person + Client House

Lead address

123 Main St, Boston

In-Person + Office

Company address

456 Corp Blvd, Suite 100

In-Person + Other

Manual location text

Conference Center

Video + Zoom

Platform name

Zoom

Video + Teams

Platform name

Microsoft Teams

Phone Call

“Phone Call”

Phone Call

Hybrid + Client House + Teams

Address + Platform

123 Main St (Teams)

The resolution is configured via Title Components on each meeting type, location, and video platform. See Venue Configuration.

How Titles Update

Titles regenerate automatically when:

  1. Lead fields change — Updating the customer name, address, stage, or other resolved fields on the CRM lead triggers title regeneration on all linked events.

  2. Status changes — Sending a notification or receiving a customer response updates the {status} prefix.

  3. Template changes — Changing the title template on the event recalculates the title.

  4. Manual override — You can always edit the title manually. Once manually edited, the title won’t auto-regenerate (to preserve your changes).

Warning

If x_lead_id is not set on the event, field codes resolve to empty strings. The title cleans up extra separators automatically, but results may look incomplete. Always link a CRM opportunity for best results.

Note

Once you manually edit the title, auto-regeneration stops for that event. To re-enable it, clear the title field and re-select the template.

Examples

Site Visit Template

Template: "{status} - Estimate - {customer} - {street}, {city}"

Created:     "Estimate - John Smith - 123 Main St, Boston"
Confirmed:   "BOOKED - Estimate - John Smith - 123 Main St, Boston"
RSVP sent:   "INVITED - Estimate - John Smith - 123 Main St, Boston"
Accepted:    "CONFIRMED - Estimate - John Smith - 123 Main St, Boston"

Phone Call Template

Template: "{status} - {customer} - {opportunity}"

Created:     "John Smith - Kitchen Renovation"
Confirmed:   "BOOKED - John Smith - Kitchen Renovation"

Video Meeting Template

Template: "{status} - {customer} - {venue}"

Created (Zoom):  "John Smith - Zoom"
Created (Teams): "John Smith - Microsoft Teams"

Tips

  • Keep titles scannable — include customer name and key context so the calendar is readable at a glance.

  • Use {status} at the beginning so it’s immediately visible.

  • Include {venue} for mixed teams that do both in-person and virtual meetings.

  • Test your template by creating a sample event and checking the generated title.

Next Steps