# Calendar Setup Assistant in GHL Customer Care > Learn how Calendar Setup Assistant helps eligible users create calendars, preview booking pages, and book test appointments in GHL Customer Care. - Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/calendar-setup-assistant-in-ghl-customer-care - Section: Calendars & Appointments / Creating Calendars - Reading time: 7 min - Images: 3, each explained below --- Calendar Management # Calendar Setup Assistant Create a booking calendar through a guided, conversational setup flow—no complex forms or calendar-type decisions required. What You'll Learn This guide explains how Calendar Setup Assistant helps you build a working booking calendar by describing your scheduling needs in natural language or selecting guided options. You'll learn how to start the setup conversation, answer contextual questions, preview your booking page during setup, book test appointments, and refine calendars after creation. Table of Contents [1What is Calendar Setup Assistant?](#section-1) [2Key Benefits](#section-2) [3Where to Find Calendar Setup Assistant](#section-3) [4Starting a Calendar Setup Conversation](#section-4) [5Guided Calendar Setup Questions](#section-5) [6Booking Page Preview](#section-6) [7Creating the Calendar](#section-7) [8Booking a Test Appointment](#section-8) [9Editing the Calendar After Setup](#section-9) [10Permissions and Access](#section-10) [11How to Create a Calendar with Calendar Setup Assistant](#section-11) [12Related Articles](#section-related) [13Frequently Asked Questions](#section-faq) ## 1What is Calendar Setup Assistant? Calendar Setup Assistant is an AI-powered setup experience inside GHL Customer Care Calendars that helps you create a booking calendar by answering simple questions. Instead of choosing a calendar type and configuring settings manually, you describe your scheduling needs in natural language or select suggested options, and the assistant builds the calendar for you. The assistant guides you through key setup details such as calendar purpose, calendar name, team members, assignment logic, meeting location, availability, and related booking settings. This conversational approach reduces setup confusion and helps you reach a working calendar faster. Once the calendar is created, you can review the generated booking link, preview the booking page, book a test appointment, or open calendar settings for additional changes. Calendar Setup Assistant may only be available to eligible users or accounts during rollout. ## 2Key Benefits Calendar Setup Assistant helps you move from setup to booking faster by removing rigid upfront decisions and guiding you through the right configuration questions. This is especially useful when creating your first calendar or setting up a common booking use case. **Faster Calendar Creation:** Create a working calendar through a guided conversation instead of configuring every setting manually. **Simpler Setup Experience:** Describe your use case in plain language or select suggested options to get started. **Contextual Guidance:** Answer only the questions needed for your calendar setup. **Booking Page Preview:** Review how the booking page looks while the calendar is being configured. **Test Booking Option:** Book a test appointment after setup to confirm the customer experience. **Easy Manual Editing:** Open calendar settings after creation to fine-tune availability, team members, locations, and other settings. ## 3Where to Find Calendar Setup Assistant Calendar Setup Assistant appears inside the Calendars area for eligible users. It opens as a side panel so you can create or learn about calendars while staying in the Calendar workspace. To find Calendar Setup Assistant: Step 1 Go to **Calendars** in GHL Customer Care. Step 2 Open the calendar workspace. Step 3 Look for the **Calendar Setup Assistant** panel and choose one of the available options: - **Create a new calendar** - **Discover what calendars can do** Note If the assistant is not visible, the account may not be eligible during the current rollout, or you may not have the required calendar permissions. ![Where to Find Calendar Setup Assistant (image 1 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155078108826/original/S_5IYPl_A2nKeRovqLHxN-x6b4Ytek4sAA.png) **Where to Find Calendar Setup Assistant (image 1 of 3)** This screenshot appears in the "Where to Find Calendar Setup Assistant" section of "Calendar Setup Assistant in GHL Customer Care". For context, this section explains: Calendar Management Calendar Setup Assistant Create a booking calendar through a guided, conversational setup flow—no complex forms or calendar-type decisions required. What You'll Learn This guide explains how Calendar Setup Assistant helps you build a working booking calendar by describing your…. This part of the guide covers 4 fields, listed below. - Fields: Discover what calendars can do, How to Set Up a Booking Calendar in GHL Customer Care, Understanding Calendar Availability Settings, User Permissions in Calendars - Controls: Calendars, Calendar Setup Assistant, Create a new calendar, Discover what calendars can do, Go to calendar settings, Create it, Book a test appointment Full procedure: 1. Create a new calendar 2. Discover what calendars can do ## 4Starting a Calendar Setup Conversation Calendar Setup Assistant lets you begin with either a guided option or a natural language request. This makes setup more flexible for users who know exactly what they want and users who need help choosing the right calendar structure. You can start by: Clicking **Create a new calendar** Clicking **Discover what calendars can do** Selecting a suggested use case chip Typing a request in your own words Example requests: - "Set up a calendar for onboarding calls." - "Create a calendar for me and my colleague." - "I need a class booking calendar." - "Help me create a 1:1 appointment calendar." ![Starting a Calendar Setup Conversation (image 2 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155078109298/original/bln2RpR6qQrXwvBC6qL11e0A9ScI_gh4Tw.png) **Starting a Calendar Setup Conversation (image 2 of 3)** This screenshot appears in the "Starting a Calendar Setup Conversation" section of "Calendar Setup Assistant in GHL Customer Care". For context, this section explains: Calendar Management Calendar Setup Assistant Create a booking calendar through a guided, conversational setup flow—no complex forms or calendar-type decisions required. What You'll Learn This guide explains how Calendar Setup Assistant helps you build a working booking calendar by describing your…. This part of the guide covers 4 fields, listed below. - Fields: Discover what calendars can do, How to Set Up a Booking Calendar in GHL Customer Care, Understanding Calendar Availability Settings, User Permissions in Calendars - Controls: Calendars, Calendar Setup Assistant, Create a new calendar, Discover what calendars can do, Go to calendar settings, Create it, Book a test appointment Full procedure: 1. Create a new calendar 2. Discover what calendars can do ## 5Guided Calendar Setup Questions The assistant asks contextual questions based on the calendar use case. This helps gather only the information needed to create a usable calendar instead of requiring you to understand every calendar setting upfront. The assistant may ask for details such as: Calendar purpose Calendar name Team members Booking assignment logic Meeting location Available days and hours Booking duration Buffer settings Date range Other related calendar settings For team calendars, the assistant may ask how bookings should be assigned, such as auto-assigning to available team members or allowing clients to choose their host. ## 6Booking Page Preview The preview helps you understand how the booking page will appear to clients. As setup details are gathered, the preview shows booking details such as calendar name, appointment duration, date, timezone, and available time slots. Use the preview to check: Calendar name Appointment duration Selected date Timezone Available time slots Booking page layout ![Booking Page Preview (image 3 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155078109436/original/fFB03_ckcZAEEQWBm26ID4LV1CEocv66Rg.png) **Booking Page Preview (image 3 of 3)** This screenshot appears in the "Booking Page Preview" section of "Calendar Setup Assistant in GHL Customer Care". For context, this section explains: Calendar Management Calendar Setup Assistant Create a booking calendar through a guided, conversational setup flow—no complex forms or calendar-type decisions required. What You'll Learn This guide explains how Calendar Setup Assistant helps you build a working booking calendar by describing your…. This part of the guide covers 4 fields, listed below. - Fields: Discover what calendars can do, How to Set Up a Booking Calendar in GHL Customer Care, Understanding Calendar Availability Settings, User Permissions in Calendars - Controls: Calendars, Calendar Setup Assistant, Create a new calendar, Discover what calendars can do, Go to calendar settings, Create it, Book a test appointment Full procedure: 1. Create a new calendar 2. Discover what calendars can do ## 7Creating the Calendar Once the assistant has enough information, it summarizes the suggested calendar setup for review. This gives you a chance to confirm key details before creating the calendar. The summary may include: Calendar name Appointment duration Meeting location Team members Availability Assignment logic After reviewing the suggested setup, you can create the calendar or request changes if the details need adjustment. ## 8Booking a Test Appointment After the calendar is created, you can book a test appointment to confirm that the booking flow works as expected. This helps you experience the calendar the same way a customer or client would. Use the test booking option to confirm: The booking page opens correctly Available time slots appear as expected The booking can be completed The appointment appears in the calendar Any connected calendar or meeting location behaves as expected ## 9Editing the Calendar After Setup Calendars created through Calendar Setup Assistant can be reviewed and adjusted in calendar settings. This is useful when you want to fine-tune settings after the assistant creates the initial calendar. After creation, you can open calendar settings to adjust: Calendar name Description Availability Team members Meeting location Booking duration Buffers Date range Notifications Custom booking page settings Use **Go to calendar settings** when available, or open the calendar manually from the Calendars settings area. ## 10Permissions and Access Calendar Setup Assistant respects existing GHL Customer Care calendar permissions. You must have the required permissions to create or manage calendars. If you cannot create a calendar through the assistant, check: The user's calendar permissions The user's role and access level Whether the account is eligible for Calendar Setup Assistant Whether the user has access to the Calendars area ## 11How to Create a Calendar with Calendar Setup Assistant A guided setup helps create a working calendar faster while still giving you control over key details. Start by describing what the calendar is for, then answer the assistant's follow-up questions. Step 1 Go to **Calendars** in GHL Customer Care. Step 2 Open **Calendar Setup Assistant**. Step 3 Click **Create a new calendar**. Step 4 Select a suggested use case or type what you need. Step 5 Answer the assistant's setup questions. Step 6 Add team members when prompted, if needed. Step 7 Choose booking assignment logic, if applicable. Step 8 Select a meeting location. Step 9 Set available days and hours. Step 10 Review the suggested calendar setup. Step 11 Click **Create it** when the setup looks correct. Step 12 Review the generated booking link. Step 13 Click **Book a test appointment** to validate the booking flow. Step 14 Click **Go to calendar settings** if you need to make additional changes. Success Your calendar is now fully functional and appears in Calendar Settings with all standard configuration options available for manual adjustment. ## 12Frequently Asked Questions Q: What is Calendar Setup Assistant? Calendar Setup Assistant is a guided setup experience that helps eligible users create a booking calendar through conversation. Q: Where do I find Calendar Setup Assistant? Calendar Setup Assistant appears inside the Calendars area for eligible users. If you do not see it, your account may not currently have access or your user role may not have the required calendar permissions. Q: Can I type my own request instead of using suggested options? Yes. You can describe your calendar use case in your own words or select one of the suggested options. Q: Can I edit a calendar after the assistant creates it? Yes. Calendars created with Calendar Setup Assistant can be edited from Calendar Settings like any other calendar. Q: Can I book a test appointment after setup? Yes, when available, use the test booking option to confirm the booking flow from the customer’s perspective. Q: Does Calendar Setup Assistant replace manual calendar setup? No. Calendar Setup Assistant provides a guided setup option, but you can still create and edit calendars manually. Q: Why do I not see Calendar Setup Assistant? Calendar Setup Assistant may only be available to eligible users or accounts during rollout. You may also need the correct calendar permissions. ## 13Related Articles - [How to Set Up a Booking Calendar in GHL Customer Care](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-a-booking-calendar) - [How to Set Up a Personal Booking Calendar with GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-set-up-a-personal-booking-calendar-with-ghl-customer-care) - [Round Robin Calendars Setup Guide | Distribution & Availability Logic](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/round-robin-calendars-setup-distribution-availability-explained) - [Understanding Calendar Availability Settings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-availability-settings/adjusting-availability-settings-for-individual-calendars) - [How to Manually Book Appointments in GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/manually-booking-calendar-appointments) - [User Permissions in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/user-permissions-in-calendars) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com