Mastering Unassigned Calendars and Google Calendar Integration in Go High Level...

Building an Unassigned Calendar in Go High Level CRM

• Go High Level CRM has a powerful calendar section that can help drive revenue on auto-pilot for agencies and businesses.

• Working with calendars in Go High Level can be challenging at first, but once you understand the ground rules, it becomes easier.

• There are two types of calendars in Go High Level: unassigned calendars and team calendars.

• Unassigned calendars are not assigned to any user or employee and can be used by anyone within the agency or business.

• The old version of unassigned calendars was designed for smaller agencies and businesses, while the new version of team calendars is ideal for larger agencies and businesses with many employees.

• The calendar settings in Go High Level allow you to set scheduling options, choose a meeting location, and select the language and time format for your calendar.

• The availability tab allows you to set your own availability and adjust the working hours for your meetings.

• The connections tab allows you to connect your Google or Outlook calendar to your CRM system and set up conferencing options like Zoom.

• The overview of calendars tab shows you all the important information about your calendars, including their duration, type, status, and date updated.

• You can create a group of calendars for specific purposes and add calendars to the group by pasting their URL.

• The unassigned booking option allows users to add a custom calendar URL to their calendar appointment.

• When building an unassigned calendar, you can name it, add a description, edit the calendar URL or Slug, add a logo, appointment title, meeting location, event color, and sync option.Integration of Google Calendar with CRM and its implications

• Google Calendar can be integrated with CRM systems.

• Appointments set up in Google Calendar can be automatically posted in the CRM calendar.

• New contacts can be created in the CRM system based on the appointments.

• Associated triggers will fire when new contacts are created.

• Most agency owners do not use this integration because personal appointments can end up in the CRM system.

• Personal appointments can lead to contacts receiving unwanted emails and text messages.

• Integration can be useful for businesses that rely heavily on appointments.

• The integration can save time and reduce manual data entry.

• The integration can ensure that appointments are not missed.

• The integration can provide a comprehensive view of all appointments and contacts in one place.

• Users should be cautious when integrating personal calendars with business systems.

• Users should review their privacy settings to avoid sharing personal information.

Setting up a CRM Calendar: Step-by-Step Guide

• Three options for syncing CRM calendar with Google Calendar: one-way, disable trigger, and smart sync.
• Smart sync blocks time off in CRM calendar for events created in Google Calendar without existing contacts in the CRM.
• Availability setup involves selecting slot duration, slot interval, buffer duration, appointment per slot, appointment per day, scheduling notice, and date range.
• Office hours can be set up with the option to add multiple shift hours and apply them to all days in one click.
• Form setting option allows for selecting a custom form and enabling sticky contacts for automatic filling of basic information.
• Stripe payment option can be used for charging clients for appointments.
• Notification and additional options include new appointment notification emails, auto-confirmation of appointments, and rescheduling/cancellation options.
• Meta pixel ID and custom code options are available for further customization.
• Form submissions can be customized with a thank you message or redirect to a URL.
• Unassigned calendar allows for one user to take the call from the lead while team calendar can have multiple users attending calls.
• When someone books an appointment, they fill out a form with their information and schedule the meeting.
• Contact support for any questions or concerns.