How to Sync Your Google Calendar & Create Calendar Groups in HighLevel

•

saas4agency.com

Managing schedules can be a complex task, but HighLevel simplifies it with its robust, feature-packed calendar system. You can create personal calendars, sync them with Google and Outlook, and streamline your scheduling process. In this guide, we’ll walk you through setting up and syncing your personal calendar in HighLevel.

Try HighLevel FREE for 30-Days

Step 1: Create a New Calendar

To get started, log into your HighLevel account and follow these steps:

  1. Access Settings:
  2. Choose Calendars:
    • Select the “Calendars” option and click on “New Calendar.”

This will open a new window where you can begin configuring your calendar.

Step 2: Configure Your Calendar

Here’s how to set up your calendar:

  1. Name and Description:
    • Provide a name and description for your calendar. These will be displayed on the booking page, so make them clear and professional.
  2. Custom URL:
    • Create a unique custom URL for your calendar. This will be the link you share with clients.
  3. Meeting Duration:
    • Set the meeting duration. For example, choose a 1-hour meeting slot.
  4. Availability:
    • Specify the times you are available for bookings.
  5. Meeting Location:
    • Add a physical or virtual location for the meetings, such as a Zoom link. Make sure to connect your Zoom account if using it for virtual meetings.

Step 3: Share Your Calendar

Once your calendar is set up, you’ll receive:

  1. Link:
    • Share this link with your contacts to allow them to book appointments.
  2. Embed Code:
    • Embed the calendar on your website using the provided iframe code.

Step 4: Sync with Google and Outlook Calendars

To ensure your appointments are synchronized across platforms, follow these steps:

  1. Sync with Google Calendar:
    • Go back to settings, select “Calendars,” and click on “Connections.”
    • Click “Connect” next to Google Calendar and follow the instructions to integrate your Google account.
  2. Sync with Outlook Calendar:
    • Follow a similar process for Outlook by connecting your Outlook account.
Try HighLevel FREE for 30-Days

Step 5: Customize and Fine-Tune

After syncing, you can further customize your calendar:

  1. Edit Calendar Settings:
    • Return to the calendar settings and click “Edit” for advanced options.
  2. Adjust Availability:
    • Fine-tune the times and days available for bookings.
  3. Forms and Payments:
    • Customize the form associated with the calendar and set up payment options if needed.
  4. Notifications:
    • Configure acknowledgment emails and specify who receives them.
  5. Sync Settings:
    • Choose between one-way, two-way, or smart sync options based on your needs:
      • One-way Sync: Syncs appointments from Google Calendar to HighLevel but not vice versa.
      • Two-way Sync: Syncs appointments both ways and creates contact records in HighLevel.
      • Smart Sync: Syncs appointments based on the existence of contact records in HighLevel.

Step 6: Add Your Calendar to HighLevel Pages

To embed your calendar on a HighLevel web page:

  1. Page Builder:
    • Open the HighLevel page builder.
  2. Add Calendar:
    • Add a section, choose a full-width row, and select your calendar from the dropdown.

Preview the page to see the embedded calendar in action.

Step 7: Creating Calendar Groups

For businesses offering multiple services or sessions, you can create calendar groups:

  1. Create a Group:
    • Go to “Groups” and click “Add New Calendar Group.”
    • Name your group and add a description.
  2. Add Calendars to Group:
    • Move individual calendars to the group by selecting “Move to Group” from the dropdown menu.

This allows users to choose from multiple calendar options on a single page, ideal for different types of appointments or services.

Try HighLevel FREE for 30-Days

Conclusion

HighLevel’s calendar system is a powerful tool that can replace traditional scheduling software like Calendly. By setting up and syncing your personal calendars with Google and Outlook, you can manage appointments more efficiently and provide a seamless booking experience for your clients.

•

,