GHL Calendar & Scheduling

Guide for GoHighLevel calendar system — calendar types, booking widgets, round robin, availability, appointment notifications, and reminders.

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Install skill "GHL Calendar & Scheduling" with this command: npx skills add justin322322/ghl-skills/justin322322-ghl-skills-ghl-calendar-scheduling

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

TypeDescriptionBest For
Simple CalendarSingle user, single serviceSolo practitioners, 1-on-1 consultations
Round RobinAuto-distributes bookings among team membersSales teams, support teams
Class BookingMultiple attendees per time slotGroup sessions, webinars, classes
Collective CalendarFinds time when all selected team members are freeMulti-person meetings, panel interviews
Service CalendarOffers multiple services with different durationsMulti-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

MethodUse Case
Direct LinkShare via email, SMS, social media
Embedded iframeAdd to your website or funnel page
GHL Funnel ElementDrag-and-drop calendar into a funnel page
Chat/AI BookingAI 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 ChangeTriggered Action
BookedSend confirmation email/SMS, create opportunity
ConfirmedSend prep materials, internal notification
24hr BeforeSend reminder SMS with meeting details
1hr BeforeSend final reminder with Zoom/location link
No-ShowSend reschedule link, internal alert
CompletedSend follow-up email, review request, move pipeline stage
CancelledSend re-engagement message, update pipeline

Reminder Sequences

Recommended Reminder Schedule

TimingChannelMessage Example
ImmediatelyEmailConfirmation with all details (date, time, location/link)
24 hours beforeSMS"Reminder: Your appointment is tomorrow at {{appointment.time}}"
1 hour beforeSMS"See you in 1 hour! Join here: {{appointment.meeting_link}}"
Post-appointmentEmailThank 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

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