Logo

Please install Yoast or RankMath to use breadcrumbs.

How To Create and Utilize Groups With Your Calendar for GoHighLevel

How To Create and Utilize Groups With Your Calendar

Organizing your users into a group is a great way to manage a collective calendar and keep everything organized. Group Calendars are especially useful when you have multiple users working with the same appointment type. They can be helpful for many different scenarios, like having multiple sales representatives, appointment setters, or admins, among others. To learn how to use Groups in Calendars, follow these steps:

Step 1: Set up a Group

  • To create a group in Calendars, go to Settings and select Calendars.
  • Next, click on “+ Add Group” and enter the group name, description, and slug.
  • Finally, save your changes to confirm the new group.

Step 2: Add Users To The Group Calendar

  • To create a new calendar, click on “+ New Calendar” or click “Edit” to update an existing calendar.
  • In the popup window, navigate to “Team and Event Setup” under section 1.
  • Then, click on “+ Add User” to add one or more users and set their priority for distribution. This allows you to set up a “round robin” system.

Step 3: Assign Users Within the Group Calendar

  • To access the calendar setup popup window, navigate to Tab 3 – Confirmation.
  • From there, select the assigned options by checking the appropriate boxes.

NOTE: For more detailed assistance with calendar configuration and settings, please refer to our other tutorials that provide step-by-step walkthroughs.

Related Articles

Setting Up Calendar Availability: Managing Weekly Working Hours and Date-Specific Hours in GoHighLevel

Overview Before, we offered two availability configurations: Standard Availability and Custom Availability. However, with recent updates, these configurations have transformed into Weekly Working Hours and Date-Specific Hours. These revamped settings aim to better serve your diverse scheduling needs. Previously, these availability settings functioned separately. But now, you have the flexibility to set both your weekly […]

John Mamado

Setting Up Recurring Appointments in the GoHighLevel Calendar: A Step-by-Step Guide

Recurring appointments refer to scheduled meetings or events that repeat at consistent intervals, whether daily, weekly, or monthly. Employing recurring appointments within calendars is an efficient way to streamline scheduling efforts and save time. Rather than creating separate appointments for each instance, setting up a recurring appointment allows for multiple occurrences to be covered with […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable LLC 2024 | All Rights Reserved

Come & join us LIVE in Sydney!


Marketing Agencies & HighLevel Meetup Australia & New Zealand

Fishburners - Sydney CBD - September 5th and 6th, 2024. Get Your Tickets Now!
Share this with someone who needs to know!

Grab our free techincal onboarding checklist