To ensure centralization and proper automation, you need to connect your Calendly account with your GHL (GoHighLevel) account.

This connection guarantees that when Charlie books an appointment in your Calendly, all subsequent automations (like appointment reminders or text messages) are triggered from the same phone number used in GHL for the booking.

How to setup Calendly

Prerequisites

You need to have an active account in Calendly

Step by step guide

Step 1: Connect Calendly to Go High Level

1. Go to Settings: In your Go High Level account, go to the "Settings" section.

2. Select Calendars: Click on "Calendars".

3. Go to Connections: In the Calendars section, find and click on "Connections".

4. Add New Connection:

   • Click on "Add New Connection".

   • Select "Calendly" from the list.

   • Log into Calendly: Ensure you are logged into your Calendly account.

   • Connect Calendly: Follow the prompts to connect your Calendly account to Go High Level.

Step 2: Configure Automations for Appointment Reminders

1. Go to Automations: Navigate to the "Automations" section in Go High Level.

2. Select Appointment Reminder Sequence: it can be your own workflow for appointment reminders or one that the CX team built.

• Find and select the workflow automation sequence where you set up appointment reminders. (e.g., a seven-step nurture sequence).

1. Set Up Trigger:

   • Click to add a new trigger.

   • Select Trigger Type: Choose "Appointment status".

   • Set filter to event type to "Normal".

   • Add Filter: Add a filter for "In Calendar" -> Select the name of the calendar connected in Calendly.

2. Additional Filter for Confirmation:

   • Click Add filter

   • Select "Appointment Status is".

   • From the drop down select the status to "Confirmed".

   • Click "Save trigger"

Step 3: Add your use case

• Click the "+" sign button to add another action

• Type in the search bar "Charlie I New Lead" & select it

• Look in the "use case" drop down menu the one you'll use for this workflow & select it. (make sure your use case is integrated to GHL in the charlie dashboard 📄 GHL: CRM - DM setter integration)

• In API KEY, look in the drop down menu for "Custom values" and select "Charlie API Key"

• For the Source, select which will be the channel you'll use for communication with your clients (SMS, FB, IG)

• Click "Save action"

Step 4: Finalize and Save

1. Rename and Save Automation:

   • Rename your automation sequence if necessary (e.g., "Leads Pre-Conversion System").

   • Click "Save".

2. Verify Connection:

   • Ensure that the Calendly events are now linked with Go High Level.

   • Test the setup by booking an appointment through Charlie AI to verify that appointment reminders and other automations are firing correctly from Go High Level.

Notes

By following these steps, you have successfully connected Calendly to Go High Level, allowing Charlie AI to book appointments conversationally on Calendly while automations such as appointment reminders and text message reminders are seamlessly managed through Go High Level. This integration ensures a reliable and automated calendar system to boost your productivity and streamline your scheduling process.