skills/justin322322/ghl-skills/GHL Calendar & Scheduling

GHL Calendar & Scheduling

SKILL.md

GHL Calendar & Scheduling

Overview

GoHighLevel's calendar system handles appointment booking, team scheduling, and automated reminders. It integrates directly with the CRM, workflows, and AI agents for end-to-end appointment management.


Calendar Types

Type Description Best For
Simple Calendar Single user, single service Solo practitioners, 1-on-1 consultations
Round Robin Auto-distributes bookings among team members Sales teams, support teams
Class Booking Multiple attendees per time slot Group sessions, webinars, classes
Collective Calendar Finds time when all selected team members are free Multi-person meetings, panel interviews
Service Calendar Offers multiple services with different durations Multi-service businesses (salons, clinics)

Calendar Setup

Step-by-Step

  1. Create Calendar: Settings → Calendars → Create Calendar

  2. Select Type: Choose from Simple, Round Robin, Class, Collective, or Service

  3. Configure Details:

    • Calendar name
    • Description
    • Duration options (15, 30, 45, 60 min)
    • Buffer time between appointments
    • Minimum scheduling notice
  4. Set Availability:

    • Define available days and hours
    • Set timezone handling
    • Add blocked dates (holidays, vacations)
    • Configure recurring availability patterns
  5. Customize Booking Form:

    • Required fields (name, email, phone)
    • Custom questions
    • Terms & conditions checkbox
    • File upload options
  6. Connect Integrations:

    • Google Calendar sync (2-way)
    • Outlook Calendar sync
    • Zoom/Google Meet auto-link generation

Availability Configuration

Monday:    9:00 AM – 5:00 PM
Tuesday:   9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 12:00 PM (half day)
Thursday:  9:00 AM – 5:00 PM
Friday:    9:00 AM – 3:00 PM
Saturday:  Unavailable
Sunday:    Unavailable

Buffer: 15 min between appointments
Min Notice: 2 hours
Max Booking Window: 30 days ahead

Round Robin Configuration

Setup

  1. Add team members to the calendar

  2. Select distribution method:

    • Equal Distribution: Evenly distributes across all available members
    • Priority Based: Assigns based on member priority/weight
    • Availability Based: Assigns to next available member
  3. Configure per-member availability (individual overrides)

  4. Set reassignment rules for cancellations

Best Practices

  1. Keep teams balanced — Distribute evenly to prevent burnout
  2. Set individual availability — Each team member manages their own schedule
  3. Configure fallbacks — What happens if all members are booked?
  4. Track per-member metrics — Monitor show rates by team member

Booking Widget

Embedding Options

Method Use Case
Direct Link Share via email, SMS, social media
Embedded iframe Add to your website or funnel page
GHL Funnel Element Drag-and-drop calendar into a funnel page
Chat/AI Booking AI books appointments during conversations

Widget Customization

  • Brand colors and styling
  • Custom header text
  • Available slot display format
  • Timezone auto-detection
  • Confirmation page redirect

Embed Code Example

<iframe
  src="https://api.leadconnectorhq.com/widget/booking/{calendarId}"
  style="width:100%; border:none; overflow:hidden;"
  scrolling="no"
  id="booking-widget"
></iframe>

Appointment Status Workflow

Booked → Confirmed → Showed / No-Show → Completed / Rescheduled / Cancelled

Status-Based Automations

Status Change Triggered Action
Booked Send confirmation email/SMS, create opportunity
Confirmed Send prep materials, internal notification
24hr Before Send reminder SMS with meeting details
1hr Before Send final reminder with Zoom/location link
No-Show Send reschedule link, internal alert
Completed Send follow-up email, review request, move pipeline stage
Cancelled Send re-engagement message, update pipeline

Reminder Sequences

Recommended Reminder Schedule

Timing Channel Message Example
Immediately Email Confirmation with all details (date, time, location/link)
24 hours before SMS "Reminder: Your appointment is tomorrow at {{appointment.time}}"
1 hour before SMS "See you in 1 hour! Join here: {{appointment.meeting_link}}"
Post-appointment Email Thank you + next steps + review request

No-Show Recovery

Trigger: Appointment Status → No-Show
→ Wait 15 min
→ Send SMS: "We missed you! Would you like to reschedule? {{booking_link}}"
→ Wait 24 hours
→ If/Else: Rebooked?
   → Yes: End
   → No: Send Email with reschedule link + incentive
→ Wait 3 days
→ Final SMS: Last chance to reschedule

Calendar Best Practices

  1. Always confirm appointments — Send immediate confirmation via SMS and email
  2. Use buffer time — 10-15 min between appointments prevents overlap stress
  3. Set minimum notice — At least 2 hours prevents last-minute chaos
  4. Sync external calendars — 2-way sync with Google/Outlook prevents double-booking
  5. Limit booking window — 30-60 days ahead; too far out increases no-shows
  6. Add meeting links automatically — Auto-generate Zoom/Google Meet links
  7. Track no-show rates — Monitor and implement no-show recovery workflows
  8. Require phone number — Enables SMS reminders, dramatically reduces no-shows
  9. Customize confirmation pages — Redirect to a page with prep instructions

Integration with AI

GHL's AI agents can book appointments during conversations:

  1. Enable appointment booking in Voice AI or Conversation AI settings
  2. Select the target calendar
  3. AI suggests available slots to the lead
  4. Lead confirms, and the appointment is automatically created
  5. Standard confirmation + reminder workflows trigger

Key Resources

  • Calendar Setup: Settings → Calendars in sub-account
  • Google Calendar Sync: Settings → Integrations → Google
  • Help Docs: GoHighLevel Calendar Guide
Weekly Installs
0
GitHub Stars
4
First Seen
Jan 1, 1970