And that's where calendars come in. Go
HighLevel has a built-in calendar tool
for scheduling appointments and
connecting with clients. To create a
calendar, click calendars on the
left-hand side.
You won't have a calendar yet, so go to
calendar settings to create one.
Assuming you want to create a personal
booking calendar for yourself, there's
something we need to set up first. In
HighLevel, every calendar has to be
connected to a team member, like a staff
person who will take the bookings. But
you are not a team member inside of your
subaccount yet, even though you just
signed up. When you signed up, HighLevel
created your user at the agency level,
but we need to add you at the subaccount
level before we can continue. So, let me
show you how to do that now. Click the
business name in the top left and switch
to agency view. Go to settings at the
bottom.
Click team.
Find yourself in the list and click the
pencil icon to edit. Under roles and
permissions, assign yourself to your
subaccount here and click save.
Now switch back to your subaccount using
the drop-down in the top left and go
back to calendars and then calendar
settings.
Click new calendar.
Choose personal booking.
And now you'll see yourself available in
this team member drop-down. This is why
we needed to assign you a subaccount
from the agency level. Fill out your
calendar details, then click confirm.
Once you confirm, you'll get a booking
link and you can preview the booking
widget to see what your contacts will
see when they book. I'll close this tab
for now.
And assuming that you already use a
Google or an Outlook calendar, you can
sync them here under the connections tab
so that everything stays in one place.
Just click add new and sign in to the
calendar that you would like to connect.