Step-by-Step Setup Guide for Connecting Calendly to Go High Level with Charlie AI
Step 1: Enable Calendly Event Importer
Log into Go High Level: Access your Go High Level account.
Go to Labs: Navigate to the "Labs" section in the settings.
Enable Calendly Event Importer:
Find the "Calendly Event Importer" feature.
Enable this feature. (Note: This step is necessary if the feature is still in beta. If it is already live, you can skip this step.)
Step 2: Connect Calendly to Go High Level
Go to Settings: In your Go High Level account, go to the "Settings" section.
Select Calendars: Click on "Calendars".
Go to Connections:
In the Calendars section, find and click on "Connections".
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 3: Configure Automations for Appointment Reminders
Go to Automations: Navigate to the "Automations" section in Go High Level.
Select Appointment Reminder Sequence:
Find and select the automation sequence where you set up appointment reminders. (e.g., a seven-step nurture sequence).
Set Up Trigger:
Click to add a new trigger.
Select Trigger Type: Choose "Appointment".
Set Event Type: Set the event type to "Normal".
Add Filter:
Add a filter for "Calendar".
Select the connected Calendly calendar.
Additional Filter for Confirmation:
Add another filter for "Appointment Status".
Set the status to "Confirmed".
Step 4: Finalize and Save
Rename and Save Automation:
Rename your automation sequence if necessary (e.g., "Leads Pre-Conversion System").
Click "Save".
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.
Summary
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.