Hey, guys! What’s up? It’s Christine Seale, the High Level Queen here, and today we’re diving into the exciting world of Go High Level calendars. If you’ve been feeling overwhelmed by the myriad of new features in the calendar section, you’re in the right place. I’m going to walk you through everything you need to know to master these tools and make your business operations smoother than ever. So, let’s get started!
Unveiling the New Calendar Features
If you’ve checked out the calendar section of Go High Level lately, you might have noticed a bunch of new features and calendar types. It can be a lot to take in, but don’t worry—I’ve got you covered. First things first, make sure all test features are enabled on your account. Head over to Settings on the bottom left, click on Labs, and turn on all the new features, including timezone update outlook sync. This is also the place to get early access to new features.
Navigating the Calendar Section
Once you’ve enabled the features, head over to Settings and then Calendars. You’ll see five options at the top: Calendars, Groups, Service Menu, Rooms, and Equipment. If these items aren’t visible, you can turn them on in Preferences under Account Preferences.
- Calendars: This is where all your individual calendars live.
- Groups: Use this to categorize your appointments. For example, if you run a spa, you might have groups for pedicures, massages, etc.
- Service Menu: Create service offerings linked to calendar groups.
- Rooms: Allocate specific rooms for services.
- Equipment: Manage and allocate business equipment.
Creating and Managing Calendars
Let’s dive into creating a calendar. Click on Create Calendar and you’ll be presented with several options:
- Service Calendar: Ideal for spas, gyms, or any business offering a range of services.
- Simple Calendar: Perfect for basic scheduling needs.
- Round Robin: Rotate appointments among a team, great for support or sales teams.
- Class Booking: Set up webinars or in-person classes.
- Collective Booking: Schedule meetings requiring multiple team members.
For instance, let’s create a Service Calendar. Name your calendar, give it a custom URL, and set your availability. You can also embed this calendar into your website later. For more complex needs, like Round Robin or Class Booking, set priorities, availability, and integrate with tools like Zoom.
Advanced Calendar Features
Let’s talk about some advanced features that can truly streamline your scheduling:
- Zoom Integration: Connect your Zoom account under Settings > My Profile > Video Conferencing. Each user needs to add their own Zoom integration.
- Custom Availability: Set specific dates and times for availability.
- Payments: Integrate Stripe to accept payments directly through your calendar.
- Customizations: Add cover images, change colors, and insert custom codes to make your calendar visually appealing.
For example, with Round Robin scheduling, you can optimize for availability or equal distribution among team members. You can set priorities for team members, ensuring your top performers get the most opportunities.
Rooms and Equipment Management
Rooms and equipment management is another game-changer. Whether you have multiple massage rooms or specialized equipment, you can set up everything in Go High Level. For example, if you have five massage rooms, you can create a room with a capacity of five and link it to a calendar. The same goes for equipment—like ten pedicure chairs. This ensures seamless booking and resource allocation.
Embedding Calendars into Your Website
One of the coolest features is the ability to embed your calendars into your website. It’s simple—just add a calendar element to your funnel and select the appropriate calendar. This makes booking an appointment easy and accessible for your clients.
Final Tips and Tricks
Before we wrap up, here are a few final tips:
- Consent Checkbox: Always include a consent checkbox for compliance.
- Google Invites: Allow Google to send invitations to ensure clients receive reminders.
- Facebook Pixel: Track your bookings with Facebook Pixel for better ad targeting.
I hope this guide helps you set up and optimize your calendars in Go High Level. Don’t forget to like, subscribe, and click this link for a free trial plus bonuses. Stay tuned for more tips and tutorials. See you next time!