Scheduling Appointments
9 articles48 explained images
Manually Booking Calendar Appointments
Need to S chedule Calendar Appointments for someone else- leads, clients, or team members? Here’s how to manually book appointments across GHL Customer Care. TABLE OF CONTENTS Booking Appointments Manually Key Benefits…
5 min7How to Create & Manage Appointment Notes & Sync them Across Records
Capture key context once and have it follow you wherever you work. In GHL Customer Care, appointment notes automatically appear on the related Contact, Opportunity, and Conversation records so everyone sees the same…
5 min13How to Manage Appointments with Appointment List View
Appointment List View in GHL Customer Care provides a powerful way to manage appointments using a list-based workspace instead of a traditional calendar layout. It allows teams to filter, sort, customize, and take action…
6 min12Workflow Action: Book Appointment
The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires. It’s designed for teams that want to auto‑schedule follow‑ups from events like…
3 min3Create Appointment Note - Workflow Action
TABLE OF CONTENTS Overview Inputs How It Works How to Set Up Important Considerations Overview We have introduced a new action under the Appointments category called Create Appointment Note . This action allows you to…
2 min3View Custom Form Submissions (Appointment Side Drawer)
TABLE OF CONTENTS Overview ? What’s New? ? How to Use ⚠️ Important Notes ? Use Cases Overview The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment…
1 min1View Form Submissions in Appointment Modal
This article explains how you can now view custom form submissions directly inside the Appointment Modal. This enhancement makes it easier to access booking-related form data without switching between modules…
4 minCoupon Codes in Calendars
Coupon Codes allow you to offer discounts on calendar bookings made via the booking widget. Customers can enter a valid coupon at checkout to receive a discount, which is then tracked inside the Payments Tab of the…
6 min4Payments Tab in Calendars
The Payments tab in GHL Customer Care’s appointment modal centralizes payment tracking and collection for any booking. Use it to view balances, attendee-level statuses, transactions, and to collect remaining amounts…
5 min5