Optimize Your Calendar

Study Notes

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.

Description

Test your knowledge on how to build an unassigned calendar in Go High Level CRM and learn about the different calendar options and settings available. Additionally, discover the different ways to sync your Google Calendar with your CRM and choose the best option for your agency or business. Whether you're new to Go High Level or an experienced user, this quiz will help you optimize your calendar and syncing settings for better productivity and revenue growth.