Step-by-Step Instructions to Set Up Auto-Booking with GHL for Charlie
Log In:
Access your Charlie dashboard.
Navigate to AI Sets:
On the left-hand side, click on AI Sets.
Select the use case where you want to set up auto-booking.
Integrate Go High Level (GHL):
Go to Integrations.
If your GHL account is not yet integrated:
Click on Integrate.
Follow the prompts to connect your sub-account.
If your GHL account is already integrated:
Confirm the integration by checking the account name or select Reintegrate if needed.
Enable Auto-Booking:
Go back to the selected use case.
On the right-hand side, scroll to Booking and open the dropdown menu.
Toggle Auto Booking to "On."
Select Go High Level as the integration.
Choose the appropriate calendar associated with your integrated sub-account.
Adjust Time Zone Settings:
If you are a local business (e.g., gym or dental office):
Turn on the time zone lock to ensure bookings are made in the local time zone.
If you serve clients across multiple time zones (e.g., U.S., Canada):
Leave the time zone lock turned off to allow Charlie to adjust bookings based on the lead's time zone.
Edit the Call-to-Action (CTA):
Update the last question in your use case script (e.g., "Are you open to a 30-minute complimentary call?").
Instead of sending a link, modify the script to say:
"Okay, awesome! To get you booked in, may I ask what time zone you're in?"
Charlie will take over from here and handle the booking automatically.
Additional Steps for Messenger or Instagram:
If using Facebook Messenger or Instagram:
Add a question to capture the lead’s email after they agree to book a call.
Example:
Q4: "Are you open to a 30-minute call?"
If "Yes": "Great! To get started, what's your email?"
Then: "Awesome! What time zone are you in?"
This ensures the lead’s email is tied to the booking in GHL.
Adjust Follow-Ups for Hunts:
If using follow-up messages (Hunts), remove calendar links.
Use follow-up scripts such as:
"Haven’t seen anything come in yet. Are you still open to the call?"
Test the Setup:
Verify that leads can book calls through the new auto-booking system seamlessly.
Ensure the email and time zone capture is working as intended for Messenger or Instagram leads.