- Setting Up Your Business Structure in GoHighLevel
- Adding Staff and Equipment to Your GoHighLevel Account
- Creating and Customizing Service Calendars
- Enhancing Customer Booking Experience with Service Menus
- Final Thoughts on Streamlining Business Operations
Efficient scheduling is a cornerstone of a successful business. GoHighLevel offers powerful service calendars that can automate and streamline the booking process, minimizing customer friction and reducing the dependency on front desk staff. In this blog, we will walk you through setting up and using service calendars in GoHighLevel, using an automotive detailing business as an example.
Setting Up Your Business Structure in GoHighLevel
Imagine an automotive detailing business with two bays: one for repairs and one for detailing. Each bay offers different services, and the staff members have varying skills. Additionally, some services require specific inventory, such as paint protection films for sedans or SUVs. Our goal is to create a seamless booking system that checks the availability of both the bay and the relevant staff, providing customers with a hassle-free booking experience.
Adding Staff and Equipment to Your GoHighLevel Account
- Log In to GoHighLevel: Start by logging into your GoHighLevel sub-account.
- Add Staff Members:
- Navigate to the settings and add your staff members. Include their details, email addresses, and assign roles. Once added, they will receive an email to log in.
- Add Equipment:
- Under the calendar section, go to the equipment tab and add necessary inventory. For instance, add “Paint Protection Film for Sedans” with a quantity of 10. Repeat for other items.
- Create Rooms:
- Add rooms corresponding to your bays. For example, “Bay 1” for repairs with a capacity for three cars. Similarly, add “Bay 2” for detailing.
Creating and Customizing Service Calendars
- Create a Service Group:
- Before setting up individual calendars, create a group for all service calendars. Name it “Automotive Detailing” and save it.
- Set Up a Service Calendar:
- Navigate to the calendars and create a new service calendar.
- For example, create a calendar for “Paint Correction.”
- Select the staff members capable of handling this service, like “Sam.”
- Set a custom URL and service duration (e.g., 60 minutes).
- In advanced settings, assign it to the “Automotive Detailing” group.
- Customize availability, forms, notifications, and appearance.
- Link the relevant room and equipment (e.g., “Bay 1” for Paint Correction).
- Create Additional Service Calendars:
- Repeat the process for other services, such as “Car Wrap.”
- Customize each calendar based on the specific service and requirements.
Enhancing Customer Booking Experience with Service Menus
To offer customers the flexibility to book multiple services at once, set up a service menu:
- Create a Service Menu:
- Navigate to the service menu section and add a new menu.
- Name it appropriately, customize the URL, and add any additional form fields.
- Enable Multiple Service Selection:
- Enable the option for customers to add multiple services to their booking.
- Add Services to the Menu:
- Select the services you want to include in the menu. Arrange them as needed.
- Share the Service Menu:
- Copy the permanent scheduling link for the service menu and share it with your customers.
Final Thoughts on Streamlining Business Operations
GoHighLevel’s service calendars and menus offer a robust solution for managing appointments and resources efficiently. By setting up these features, you can provide a seamless booking experience for your customers, reduce dependency on front desk staff, and ensure your business operations are streamlined and scalable. With the ability to automate notifications and reminders, you can further enhance customer satisfaction and retention.
Implement these steps today and take your business to the next level with GoHighLevel.