GoHighLevel Personal Calendar Setup

Before you start

You need admin access to the client’s GoHighLevel sub-account. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) for setting up user profiles and permissions before configuring your personal calendar

Key steps 31 steps

1. 1 Go to "Settings" → "My Staff", open the user by clicking on the pencil icon to edit.
2. 2 Go to "User Availability" and set up a meeting location, time zone and available hours. Click "Save".
3. 3 Navigate to "Settings" → "Calendars" → "Connections", click "+ Add New".
4. 4 Choose Google or Outlook and click "Connect".
5. 5 Complete authentication and grant permissions to allow sync.
6. 6 Under "Calendar Configuration", select "Conflict Calendars" to block availability from external events.
7. 7 Click "Advanced Settings" and set sync mode to "Two-way" (use "One-way" if the client wants no contact creation/automations). Click "Save".
8. 8 Check that the status shows green ticks with no reconnect warning, and that your chosen calendars appear in the list.
9. 9 Go to "Availability" and ensure that the user’s time zone, as well as working days/hours and breaks, are correct, then click "Save".
10. 10 Go to "Settings" > "Calendars" and click "+ New Calendar".
11. 11 Select "Personal Booking" when prompted.
12. 12 Name it "[First & Last Name] – Intro Call" or similar so it’s clear who and what the meeting is. Then, select the relevant team member. Set the duration to 30 minutes and adjust availability. Click "Confirm".
13. 13 Next, preview your booking link.
14. 14 Once active, it should appear on your calendar list. Click on the pencil icon to edit.
15. 15 This will allow you to customize setups, such as notifications, adding existing forms, accepting payment, a thank you message, etc. Remember to click "Save".
16. 16 Open the booking link in an incognito browser. This ensures you’re not logged in as the staff user.
17. 17 Book a test slot on the booking page URL. See if the booking confirmation notice appears.
18. 18 Check your test inbox for the confirmation email. The standard confirmation email should arrive. It may take a few minutes.
19. 19 Go to "Calendars" → "Appointment List View". Find the test booking you created listed there.
20. 20 Log in to the staff user's connected Google or Outlook calendar.
21. 21 Confirm the test event appears on the external calendar. It should show on the primary calendar with the right time and meeting link. Syncing may take a few minutes.
22. 22 Try booking a time inside the buffer or within the 2‑hour minimum notice, and confirm the booking is blocked. The slot should be hidden or not selectable.
23. 23 Next, add a busy event in the external calendar during working hours and refresh the booking link.
24. 24 Lastly, confirm blocked time is removed. The busy time should no longer show as available.
25. 25 Go to "Sites" → "Funnels" (or "Websites") and open the target page.
26. 26 Click "Edit".
27. 27 Click on the "+" button on your top left and click "Elements". Scroll down and drag the "Calendar" element to the page on your right.
28. 28 Click on the added calendar element, then select the newly created calendar.
29. 29 Click "Save" and then "Publish". Select the correct domain before publishing.
30. 30 Click on the eye icon to preview on your top right. This is to open the live page URL and submit a test booking to confirm that the calendar loads and books.
31. 31 You should see the confirmation screen by now. The confirmed slot should appear in "Calendars" → "Appointment List View" and on the connected external calendar within a few minutes. That's it!

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