Mastering Recurring Appointments with GoHighLevel (Lead Connector)

Hey everyone! Usama here. Today, we’re diving into how to set up recurring calendar appointments in GoHighLevel (Lead Connector). This is particularly useful for managing one-on-one sessions, such as in a sales coaching program. Let’s get started!

Setting Up Your Calendar

First off, log into your GoHighLevel subaccount and navigate to the calendars section. For this example, we’ll create a calendar for a one-on-one sales coaching business. The goal is to have appointment slots that repeat every week on the same day and time.

Click on edit for your calendar and let’s look at the availability settings. For our example, we’ll set availability from Monday to Friday, 8 AM to 5 PM.

Enabling Recurring Meetings

Scroll down to find the recurring meeting option. Here are a few key points to remember:

• Date-Specific Hours: If you have these set up, the recurring meeting feature will not work.
• Payments: Ensure no payments are associated with this calendar.
• Round Robin Calendar: If using this, only one user should be in the calendar.

Now, toggle the recurring meeting option on. You can select the frequency—daily, weekly, or monthly—and even set custom intervals like every 5 or 7 days. For this example, let’s choose weekly.

Defining the Recurrence

Next, set how many times the appointment will occur. The maximum is 24 occurrences, but we’ll stick with four for this example. After that, we’ll determine what happens when slots are unavailable:

• Skip Booking Unavailable Slots: If a slot is unavailable, it will simply skip that occurrence.
• Continue Booking: This option allows double booking, but you’ll need to confirm or unconfirm the appointment.
• Book Next Available Slot: This will find the next available slot if the chosen one is taken, checking up to three weeks ahead.

Make your selection based on how you want to manage your appointments.

Testing the Calendar Setup

Once everything is set, hit save and let’s test it out. Click on share and copy the link to your calendar. Open it up and check that it shows the repeating appointments correctly.

Select a date, for example, October 1st, and choose a time. You should see the next four occurrences listed. If you want to test the unavailable slot feature, intentionally block a slot for October 15th.

Handling Unavailable Slots

Now, let’s go back to the calendar settings and block the noon slot on October 15th. Book a dummy appointment for that time. After refreshing the calendar, try to book for October 1st again.

The calendar should automatically skip the October 15th slot and offer the next available date, which would be October 22nd in this case.

Setting Up Automations

Finally, let’s talk about automations. Click on add trigger and select book appointment. Make sure to set the event type to recurring to ensure it works correctly with your setup.

If everything is dialed in, your automations for recurring meetings will run smoothly!

Conclusion

And that’s it! You’ve successfully set up recurring appointments in GoHighLevel (Lead Connector). If you have any questions or need further assistance, drop them in the comments below. Happy scheduling!

FAQs

What if I need to change a recurring appointment?

You can edit the recurring settings at any time by going back into the calendar settings.

Can I set different frequencies for different appointments?

Yes, you can set different calendars with varying frequencies according to your needs.

What if I want to stop the recurring appointments?

You can simply disable the recurring option in the calendar settings.