Hey guys, what’s up? It’s Christine Seale, the High Level Queen, and today I am thrilled to walk you through the brand-new calendar setup in Go High Level! Whether you’re a digital marketing guru or just looking to streamline your scheduling, this guide will show you how to make the most of these fantastic new features.
Why This New Calendar Setup is a Game Changer
The Go High Level team has outdone themselves with this update, making it easier than ever to manage your appointments and time zones. If you’ve ever struggled with booking appointments across different time zones or needed more flexibility in your calendar, you’re in for a treat.
Getting Started: Accessing the New Calendar Modal
First things first, let’s dive into the basics. To access the new calendar modal, click on the “Calendars” button in the new menu. From there, you’ll see the option to “Book Appointment.”
You’ll immediately notice an improvement. Now, you can view all your contacts in one place. Just type in the name of the person you want to book an appointment with or click “Add New” to enter new details.
Managing Time Zones Made Easy
One of the standout features is the ability to change the time zone for your leads. This is crucial for those of us doing business internationally. For instance, if you have a client in Sydney, Australia, you can easily adjust to their local time. No more confusion about scheduling – you’ll know exactly what time it is for them, ensuring smooth and professional communication.
Customizing Your Appointments
Flexibility is key, and Go High Level has nailed it. If you need your appointment to be longer than the default time, simply click on “Custom” to set your start and end times. This feature is perfect for tailoring your calendar to fit your unique business needs.
For instance, if your lead is only available at 7:00 AM on a Saturday, you can adjust accordingly and make sure you’re booking the right time. This level of customization ensures that both you and your client are always on the same page.
Setting the Right Expectations
When booking an appointment, it’s crucial to set clear expectations. Under “Appointment Title,” make it explicit that the meeting is with you. This not only helps in managing your schedule but also reassures your clients about who they are meeting.
You can also add notes for the upcoming appointment to ensure all details are covered. This way, nothing falls through the cracks, and your meetings are as productive as possible.
Additional Preferences and Meeting Links
Do you use different Zoom links for different meetings? No problem! Under “Additional Preferences,” you can choose a default calendar or a custom meeting link. This feature is incredibly useful for keeping your virtual meetings organized and ensuring your clients join the correct session.
Confirming Appointments
Another great feature is the ability to change the appointment status to “Unconfirmed.” This is particularly useful for clients like dental offices that require manual confirmation. Your clients can confirm their appointments, adding an extra layer of reliability to your scheduling process.
Blocking Off Time
Need to block off time for personal commitments or other projects? The new calendar modal allows you to click and drag to block off time. Whether you’re out of the office for a few days or just need an afternoon off, this feature makes it easy to manage your availability.
Simply click “Add Blocked Off Time,” adjust the start and end times, and save the event. Your calendar will automatically reflect this blocked-off period, preventing any new appointments from being booked during that time.
Accessing the Calendar Modal from Different Areas
The new calendar modal isn’t just confined to one area. You can access it under “Appointments,” “Contact,” and “Add New.” This multi-accessibility ensures you can manage your calendar seamlessly, no matter where you are within the Go High Level platform.
Conclusion
I hope this guide helps you navigate the new calendar setup within Go High Level. These updates are designed to make your life easier, so you can focus more on what matters – growing your business.
Don’t forget to check out my other videos on setting up sales teams or replacing calendars with Go High Level. As always, like and subscribe so you don’t miss any future updates from me. Happy scheduling, and I’ll see you next time!