Optimize Your Calendar

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.Options for Syncing Google Calendar with CRM

• There are four options for syncing Google Calendar with a CRM.

• Option one is two-way syncing, meaning any events created in the CRM or Google Calendar will appear in both systems.

• Option two is one-way syncing from the CRM to Google Calendar, with no events from Google appearing in the CRM.

• Option three is disable trigger syncing, which pushes all events and contacts between the systems but disables associated triggers.

• Option four is smart sync, which blocks off time in the CRM calendar but does not add new contacts unless they already exist in the system.

• Personal appointments on Google Calendar can end up in the CRM if two-way syncing is used.

• One-way syncing from the CRM to Google is considered the safest option.

• Disable trigger syncing should only be used after testing and understanding its effects.

• Smart sync will not add new contacts to the CRM unless they already exist in the system.

• Events in Google Calendar associated with existing contacts in the CRM will trigger associated triggers and be color-coded.

• Gray events in the CRM calendar indicate blocked off time from Google Calendar without associated contacts.

• Agency owners often avoid syncing personal Google Calendar appointments to prevent contacts from receiving emails and texts.

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.