Fix 5 Common Issues of Go High Level Calendar #ghl #isuremedia #gohighlevel #calendar

Isuremedia
10 Jun 202421:40

Summary

TLDRIn this video, Sachin Mandal from Aisha Media addresses five common issues with the Go High Level calendar and their solutions. Topics include fixing 'no slot available' errors, syncing issues with Google or Outlook calendars, resolving double booking problems, managing unavailable time slots, and ensuring correct user assignment for appointments. Sachin provides step-by-step instructions to troubleshoot and resolve these issues, enhancing calendar usability.

Takeaways

  • 📅 The 'No slot available' issue in Go High Level (GHL) calendars can occur if the user's Google or Outlook calendar is already full of bookings or the user profile's availability settings are incorrect.
  • 🕒 Make sure to update the availability in 'My Profile' and ensure that AM/PM and time zone settings are correctly set.
  • 🔄 Refresh the calendar after updating availability, and check that the times are displaying correctly.
  • 📆 For syncing issues with Google or Outlook calendars, verify that the calendar is integrated properly in the user profile settings and configure it for syncing.
  • 🔄 Double booking issues can be resolved by checking calendar sync, ensuring the correct appointment per slot is set to 1, and making sure other events are marked as busy to avoid conflicts.
  • ❌ If time slots that should be blocked are still showing, the issue may lie in a calendar sync problem or an event not being marked as 'busy' in Google or Outlook calendars.
  • ⏰ To control time slots, add specific availability times or block certain hours in Google or Outlook calendars, making sure to set the status as 'busy'.
  • ⚠ The 'Contact reassigned to another user' issue happens when the 'skip assigning contact' feature is enabled. Disable this in settings to ensure appointments and contacts are assigned correctly.
  • 🔁 To resolve syncing issues, make sure to resync Google or Outlook calendars if there's a red mark indicating an issue in the profile settings.
  • ✅ Always double-check all settings such as time zones, availability, sync configurations, and booking slots to ensure the calendar functions properly without errors.

Q & A

  • What is the first issue discussed in the video regarding the calendar?

    -The first issue discussed is that the calendar says no slots are available for the month, which could be due to a full calendar, improperly set user availability, or incorrect time settings in the user profile.

  • Why might a user's calendar show no availability slots?

    -A user's calendar might show no availability slots if the calendar is full of events, the user's availability is not set up properly in their profile, or there is a time zone mismatch between the user profile and the account.

  • How can you check if your calendar is free for a specific week or month?

    -You can check if your calendar is free for a specific week or month by going to your calendar and reviewing the events and bookings to ensure there is availability.

  • What is recommended when updating availability in the user profile?

    -When updating availability in the user profile, it is recommended to use a 24-hour format and ensure that AM and PM times are set up correctly.

  • Why might meeting bookings not show up in a user's Google or Outlook calendar?

    -Meeting bookings might not show up in a user's Google or Outlook calendar if the user has not integrated their Google or Outlook calendar with their user profile or if the integration was not set up properly.

  • How can you ensure that bookings made in your calendar sync with your Google or Outlook calendar?

    -To ensure that bookings sync with your Google or Outlook calendar, you need to connect your Google or Outlook calendar with your profile and then add the calendar to sync your bookings.

  • What could be the reasons for double booking issues in the calendar?

    -Double booking issues could arise from calendar sync problems, allowing more than one appointment per slot, cancelled or invalid appointments, multiple users being available at the same time, or user calendar conflicts not being set up properly.

  • How can you resolve the issue of double bookings in your calendar?

    -To resolve double booking issues, you should re-integrate your calendar, ensure only one appointment per slot is allowed, check the status of existing appointments, manage multi-user calendar settings, and properly set up user calendar conflicts.

  • Why might certain time slots not show up as unavailable in your calendar even though you have marked them as busy?

    -Time slots might still show as available if there is a calendar sync issue, the event is not marked as busy in the Google or Outlook calendar, or if additional time settings are not properly configured in the user profile.

  • How can you prevent contact reassignment to another user when booking an appointment?

    -To prevent contact reassignment to another user when booking an appointment, you should disable the 'skip assigning contact to their respective appointment assigned user' feature in the calendar settings.

  • What should you do if you want to ensure that the right person receives the notification for an appointment?

    -To ensure the right person receives the notification for an appointment, you should disable the option that allows the contact owner to receive internal notifications instead of the assigned user of the appointment.

Outlines

00:00

📅 Calendar Slot Availability Issues

In this paragraph, Sachin Mandal from Aisha Media addresses common issues with the Go High Level calendar, specifically when the calendar indicates no slots are available. The potential reasons include a full calendar, incorrect availability settings in the user profile, or time zone discrepancies between the user profile and the account. Sachin suggests checking the calendar for free slots, updating availability in the profile, ensuring correct time settings, and synchronizing the calendar's availability settings. He also advises checking the minimum scheduling notice and date range settings and provides a step-by-step guide to resolving these issues.

05:00

🔗 Syncing Calendars with User Profiles

The second paragraph focuses on issues where meetings booked in the calendar do not appear in Google or Outlook calendars. Sachin explains that this could be due to not integrating the Google or Outlook calendar with the user profile or improper setup. He demonstrates how to book a call, check for calendar integration, and connect the Google Calendar. He also highlights the importance of syncing the calendar with the system and checking for conflicts to ensure that bookings are correctly reflected in both the Go High Level and Google calendars.

10:02

đŸš« Resolving Double Booking Issues

Here, Sachin tackles the double booking issue, which could be caused by expired or improperly synced Google or Outlook calendar sync, multiple appointments per slot, canceled or invalid appointments, multiple users being available at the same time, or improperly set user calendar conflicts. He advises reintegrating the calendar, adjusting the maximum bookings per slot, checking the status of appointments, and ensuring that user conflicts are properly set to avoid double bookings.

15:04

🕒 Correctly Displaying Appointment Time Slots

In this section, Sachin discusses why certain unavailable time slots might still appear in the Go High Level calendar or why available slots might not be displayed. He suggests checking for calendar sync issues, ensuring that events are marked as busy, and adjusting availability in the user profile. He also provides a workaround for setting different times on the same day and explains how to block unwanted time slots by marking them as busy in the Google or Outlook calendar.

20:05

🔄 Assigning Contacts to Appointments

The final paragraph deals with the issue of contacts being reassigned to another user when booking an appointment. Sachin explains that this can happen if the 'skip assigning contact to their respective appointment assigned user' feature is enabled. He provides a solution by disabling this feature in the calendar settings to ensure that the contact owner and the appointment owner are the same, thus ensuring the correct person receives notifications.

Mindmap

Keywords

💡Calendar Availability

Calendar availability refers to the times during which a person is free to schedule appointments or meetings. In the context of the video, it is crucial for users to set their availability correctly within their Google or Outlook calendars to ensure that they can book appointments without encountering the 'no slot available' issue. The video emphasizes checking and updating availability settings to reflect free times accurately.

💡Google Calendar Integration

Google Calendar Integration is the process of linking one's Google Calendar with another system, such as a booking platform, to synchronize events and appointments. The video discusses how failing to integrate can lead to issues where meetings booked within the platform do not appear in the user's Google Calendar, and vice versa.

💡Outlook Calendar

Outlook Calendar is a calendar service provided by Microsoft as part of the Microsoft 365 suite. It is used for scheduling and managing appointments. The video mentions Outlook Calendar in the context of integrating it with a user profile to ensure that appointments booked through a certain platform are reflected in the user's Outlook Calendar.

💡Time Zone Differences

Time Zone Differences refer to the variations in time across different geographical locations. The script highlights how discrepancies between the user profile time zone and the account time zone can lead to confusion and errors in scheduling, emphasizing the need to align these settings for accurate calendar functionality.

💡Minimum Scheduling Notice

Minimum Scheduling Notice is the minimum amount of time required before a booking can be made or changed. The video explains that setting this too high, like weeks or months instead of hours or days, can prevent clients from booking appointments, thus it should be adjusted to allow for more flexible scheduling.

💡Date Range

Date Range in the context of the video refers to the span of dates within which appointments can be booked. The script points out the importance of ensuring there is an adequate date range set up to avoid issues where clients cannot find available dates to book appointments.

💡Double Booking

Double Booking occurs when two appointments are scheduled for the same time slot. The video outlines several reasons this might happen, such as sync issues, incorrect settings for appointments per slot, or multiple users being available at the same time. It provides solutions for resolving double booking issues.

💡Appointment Time Slots

Appointment Time Slots are specific periods designated for booking appointments. The video addresses issues where time slots that should be available are not showing up or vice versa. It suggests checking sync issues and ensuring that events are marked as 'busy' to prevent such issues.

💡User Profile

User Profile in the context of the video refers to the personal settings and information of a user within a system. The script explains how updating the user profile, particularly the availability section, can resolve issues with booking appointments and ensure that the calendar reflects the correct free times.

💡Calendar Settings

Calendar Settings are the configurations that determine how a calendar operates, including availability, integrations, and notification preferences. The video emphasizes the importance of correctly setting up calendar settings to avoid common issues like no available slots or double bookings.

💡Skip Assigning Contact

Skip Assigning Contact is a feature that, when enabled, allows appointments to be booked without assigning the contact to their respective appointment user. The video provides an example where this feature can lead to confusion, such as when a contact is reassigned to another user, and explains how to disable this feature to ensure the correct user receives notifications.

Highlights

Introduction to common Go High Level Calendar issues and their solutions

Issue 1: 'No slot available this month' could be due to a full calendar or incorrect availability settings

Check if the user's calendar is free for the desired week or month

Update user availability in the profile to fix no slot issues

Ensure AM and PM settings are correct to avoid booking errors

Set up proper availability within the calendar to resolve booking issues

Consider time zone differences between user profile and account settings

Issue 2: Meeting bookings not showing in Google or Outlook calendars due to integration issues

Integrate user profile with Google or Outlook calendar to sync bookings

Check and configure calendar settings within the profile to ensure proper syncing

Issue 3: Double booking issues can arise from sync problems or multiple bookings per slot

Re-integrate the calendar if sync issues are detected

Set maximum bookings per slot to one to prevent double bookings

Check for cancelled or invalid appointments causing double booking appearances

Issue 4: Unwanted time slots showing up or needed ones not showing

Mark non-availability times as 'busy' in Google or Outlook calendars

Use additional time settings in the profile to control visible time slots

Issue 5: Contacts being re-assigned to another user during booking

Disable 'skip assigning contact' feature to ensure correct user assignment

Final thoughts and thanks for watching the video

Transcripts

play00:01

hello everyone welcome to another video

play00:04

my name is Sachin mandal from Aisha

play00:06

media in this video I will talk about

play00:08

five common go high level calendar

play00:10

issues and how to fix it starting with

play00:13

the first issue that is the calendar

play00:16

says no slot available this month and

play00:20

the reason for this might be user

play00:22

calendar is full of events and booking

play00:25

their Google or their Outlook calendar

play00:27

is already full of booking and and

play00:30

events for the month or for the week

play00:32

user avability is not set up in their

play00:35

profile

play00:37

properly either they have not updated

play00:39

their available time or it is totally

play00:43

blank the time setup in their user

play00:45

profile are wrong like from 8:00 a.m. to

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9:00 a.m. or 8:00 p.m. to 9:00 p.m. the

play00:52

avability inside the calendar is not set

play00:54

up properly the calendar that they have

play00:57

clear does not have proper

play01:00

availability set up so that might be the

play01:02

reason and there might be another reason

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that is the difference in the user

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profile time zone and the accounts time

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zone so first go to your calendar and

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check whether you are free for the week

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or for the month that you are looking

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for so this is my calendar and it is

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free for the week so that's not the

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issue the second thing to check is go to

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settings my profile or you can also go

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to my stuff and click on ADD it and then

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you can update your availability I would

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recommend to use my profile and once you

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are in my profile you can select the

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days that you are available in the week

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and the time make sure that the AM and

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PM are all set up correctly once you

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have updated

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that once you have updated that click on

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update availability and this is how the

play02:01

calendar will look like and no avability

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is there once you have done that refresh

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it and check whether the calendar is

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showing the ability or not if not then

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go to calendars inside settings and open

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up the calendar for which you want to

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set it

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up this is for group calendar not for un

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unassigned calendar go to availability

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and over here make sure the Avail weekly

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available hours are all set up properly

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and the days are checked the days when

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you are available if you have already

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set up your availability inside my

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profile then I will suggest to update

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this time to 12 24hour format just like

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0 and amm and in the second slot just

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select 12 and a.m. so what this will do

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is this will open the slot for 24 hours

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but it will only show the available

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slots that you have set inside your

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profile so now once you have done that

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the next big thing to check is the

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minimum scheduling notice is set to

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like hours or like one day not weeks or

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months because that might cause the

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issue and the second thing to check is

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the date range make sure that you have

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enough date range available for the

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client to book in once you have update

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it all of that save the

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calendar and again check it so I have

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save the avability and I will just

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refresh

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it and it should update the avability

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now so now you can

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see the times are showing up the reason

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I have done

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it as 24hour form it is

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because if you you also have your

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business account profile time zone set

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to another reason and your profile time

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zone set to different reason that I will

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recommend it this and if not then you

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can just set the time according to your

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needs moving to the second issue that is

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meeting book in calendar are not showing

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in Google SL Outlook calendar so the

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reason for this might be that you have

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not integrated your Google or Outlook

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calendar with your user profile or if

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you have already integrated it then you

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must have uh not set it up properly with

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your profile so to fix this let's just

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book a call and see it so I will just

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book a demo call in the demo calendar I

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go to my calendars here is the

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calendar we'll just open it up and book

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a

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demo so I will just book a demo call on

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14th so as you can see I have booked a

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call for June 14 8:00 a.m. to

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8:3 a.m. and if I check my

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calendar it will not sync with it

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because I haven't connected my calendar

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yet in my profile if I go to my profile

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and open it up the calendar settings you

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can see there is no calendar so that's

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why it will not show up over here but

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you can see the calendars booking inside

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your ghl calendar here you can see it is

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showing up in 13 because the account

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time zone is set to Los Angeles let me

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just quickly change it to ISD to

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understand it

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better so I go

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back now we can see that it has pain

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book on 14 at 8:00 a.m. to 8:30 a.m. now

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it is not sync because my calendar is

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not connected so to connect the calendar

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go to my

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profile calendar setting add new over

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here you can just click on connect in

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the front of the Google Calendar Outlook

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or iCloud to connect it I have a I have

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Google calendar so I will just click on

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connect and for Google Calendar you have

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to click on sign in with Google

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select the account that you want to

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connect and then hit continue and allow

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all the permission that it ask once you

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have done

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that it will just take a time to

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integrate it once that is done just

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close it now if I go to my profile my

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Google account is connected with it so

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it will show up something like this now

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if I book another

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call with

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myself again it

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will not sure let's book for 13 and the

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reason for this I will explain

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it and schedule now I have booked

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another call on 13 same time 8:00 a.m.

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to 8:30 if I go to my uh c section and

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my profile you can see 13 but if I go to

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my calendar there is no meeting showing

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up at 8:00 a.m. on 13 or 14 because

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not by just connecting your Google it

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will not work you just have to integrate

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it with the system to do so again go to

play08:20

my profile in the calendar section over

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here you can see a section called add a

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calendar to sync your booking in this

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section click add select your calendar

play08:31

that you have just

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connected save and wait while it press

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now over in the conflict section this is

play08:41

where you can check for the conflict of

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the booking that you will made on this

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calendar over here once you have done

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all of this

play08:52

step now if you book the calendar it

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will show up so make sure first thing to

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check is you have you have connected

play08:59

your Google and then the second thing is

play09:02

to configure your calendar now if I

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again book another

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call at

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12 on the same

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time with the same

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[Music]

play09:26

details so I have booked another call at

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12 June 8:00 a.m. to 8:30 a.m. and if I

play09:34

go to the calendar section of high level

play09:37

you can see it is showing up over here

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and now you can also see all the events

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that are inside my Google Calendar are

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now sync with my go high level and if I

play09:49

go to my calendar and go to 12th of June

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now you can see I am able to see my

play09:56

meeting inside my Google Calendar

play09:59

so this is how you can fix the issue

play10:01

moving to the third issue that is double

play10:04

booking issue so if you are facing

play10:06

double booking issue the reason for that

play10:09

might be calendar sync issue that your

play10:13

Google or outlook Calendar Sync has

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expire or it is not syncing it properly

play10:18

in that case you have to re integrate

play10:20

your calendar to solve it the second

play10:24

possible reason might be the appointment

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per slot is more than one one if you

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have created a calendar and in which you

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have enabled five

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appointment per slot then on the same

play10:39

time there will be five bookings made

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with you or the third reason you might

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see it because somebody else has booked

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at that time and that event is now

play10:52

cancel or invalid so that's where you

play10:55

can see the duplicate looking the fourth

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reason might be there are multiple user

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available in your calendar at the same

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time so that might also cause you to see

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multiple or double booking the last

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possible reason is the user calendar

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conflicts are not set up so we will go

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through all the reason one by one so the

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first reason is calendar syn issue to

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just double check it go to settings my

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profile and in the calendar setting if

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it's saying a red mark over here or over

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any of there then you have to resync it

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and then you have to check it whether it

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is solved or

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not and then if if this is not the case

play11:47

then moving to the next step that is

play11:50

appointment per slot is more than one so

play11:52

go to your

play11:53

calendar in which the issue is occurring

play11:57

so I have just tested this one so I will

play12:00

just open it up go to edit go to

play12:04

availability and in the maximum booking

play12:07

per slot per user in this section make

play12:11

sure that it is selected to one if you

play12:14

have selected it to two and only there

play12:18

is only one user in this case if I only

play12:24

available in this calendar and I have

play12:25

set the maximum booking per slot to two

play12:28

then

play12:30

there will be two booking made on the

play12:32

same time slot all right so make sure

play12:36

that this is selected to one and save it

play12:40

if this is not the case then the third

play12:42

option is one of the other appointment

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May Be A cancelled or invalid option go

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back go to the calendar over here so you

play12:51

can see there is a appointment that is

play12:54

book on 8:00 a.m. to 8:30 a.m. so for

play12:58

example somebody has already booked and

play13:00

just cancel it and somebody else has

play13:03

booked this slot so you might see two

play13:05

booking at the same time so just open up

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the slot and check the status of it

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whether it is confirm cancel or

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not and then the next thing you can do

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is multi if you are in a multi-user

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calendar that means you have a multiple

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user in your calendar and they all are

play13:29

available at the same time that you are

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then you possibly may

play13:34

see uh multiple bookings on the same

play13:38

time but the owner of the appointment

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will be different so you don't need to

play13:44

worry on that so that's normal if you

play13:47

have a multi calendar

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and they are also available on the same

play13:52

time that you are then you might see

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like two or three booking on the same

play13:57

time but they all have

play14:00

they all will have different user with

play14:02

them so that's the case and the last one

play14:04

is the user conflicts are not set up

play14:07

properly so if you are only the one who

play14:11

is inside the calendar then you should

play14:14

most probably check your

play14:16

conflicts maybe you have set end time

play14:19

inside your Google calendar but

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the status over there is not set to busy

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or you have keep it free so that's why

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you are seeing double booking in your

play14:32

calendar make sure whatever appointment

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or event that you do inside your Google

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or Outlook calendar Mark the status as

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busy so that go high level recognize it

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and block that time slot so that this

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issue won't occur so this is how you can

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check and solve the double booking issue

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moving to the fourth issue that is

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appointment time slots that should be

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showing but they are not and the time

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that not that not should be showing

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those are showing up so an example of

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that is that you are unavailable for

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example 12:00 p.m. to 300 p.m. then you

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have marked this as an event in your

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calendar and still the calendar in your

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go high level is showing that so the

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reason for that might be a calendar sync

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issue and the second one is that the

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event or the appointment that you have

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put inside your Google or Outlook

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calendar is not Mark as busy or it is

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Mark as free so to fix that the first

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thing you have to do is go to setting my

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profile and make sure that your calendar

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is properly sync with your account to

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check that you have to go to my profile

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calendar setting and make sure that

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there is a green tick and you have

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already linked your calendar and you

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have already checked the conflicts on it

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once you have done that and it is the

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calendar is still showing up the time SL

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that you are not available then what you

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can do

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is go to my

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profile on that

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certain day of the week what you can do

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is you can add a additional time for

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example on Wednesday you are only

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available from 8:

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a.m. to

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10: a.m. so you can either set a

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separate time just like this or you can

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just fragment the time for example on

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Tuesday 9:00 a.m.

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to 10:00 a.m. and then

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from and then

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from 12:00 p.m. to 5:00 p.m. you are

play16:59

available so this is

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the work around

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this either you can add your times

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according to the week that you are

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setting up inside

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your profile and then update it so that

play17:16

will also reflect in your Google

play17:19

calendar so on Tuesday what we have done

play17:21

is 9:00 a.m. to 10: a.m. so if I refresh

play17:24

the calendar on Tuesday it should show

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up the availability just like 10 on

play17:30

Tuesday from 9 a.m. to 10:00 a.m. so

play17:33

it's only showing two slots and then

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from 12: to the next slots that is 12 to

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5 and on Wednesday only 8:00 a.m. to

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10:00 a.m. so on Wednesday only from 8

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to 10:00 a.m. so this is how you can

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control the slots that you want and if

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any slot that you doesn't want to show

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up over here so this is how you can

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block it or you can what you can do is

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you can just go to your

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calendar Google or Outlook calendar

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select the time from where you are not

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available add the title or whatever and

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just go to the edit section and Mark

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that one as busy make sure to double

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check it is not marked as free just

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click on busy save it so we have uh

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marked the time slot from 11:00 a.m. to

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1 p.m. busy on 14th so let's refresh

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your

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calendar and if we check on 14 you can

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see that after 10:00 a.m. there is no

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time slot available till 100 p.m. so

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this is how you can block the time and

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this is how you can set your different

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time on the same day or a particular day

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now moving to the fifth issue that is

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contact go re assigned to another user

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when booking an appointment this issue

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occur when you enable skip assigning

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contact to their respective appointment

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assigned user so what it does is let me

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explain it with an example so in for

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example in this account we have two

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users one is me and one is my other

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teammate so what it does is if I book a

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call

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or I booked somebody's into for example

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a discovery call or

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a strategy session call where my other

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teammate is the user active user in it

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so the appointment user will be my

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teammate and I will be the contact

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assigned teammate so what it will look

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like that is let me just show

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it so whenever

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somebody books an

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appointment so it show up over here in

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the appointment section and over here it

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says the owner of the appointment that

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will be my teammate and the owner over

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here will be me so if you don't want to

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happen this where the owner is different

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contact owner is different from the

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appointment owner so this is where you

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have to disable the skip assigning

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contact feature just go to your

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calendar open up the calendar in which

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you are facing this issue where you are

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getting the reminders of the appointment

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that has been booked with your teammate

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so to fix that simply open up click on

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edit go to notification and additional

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option and make sure that this option is

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disabled if you enable this then the

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contact owner will receive the internal

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notification or the notification that

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you have sent for the sign user instead

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of your teammate receiving it so

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just uh uncheck this so that the

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assigning user of the contact and the

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assigned user of the appointment will be

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the same so that the right person

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receives the notification so if you ever

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face this issue this is how you can fix

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it just disable this and save the

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calendar and that's it I hope this video

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helps thank you

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Étiquettes Connexes
Calendar IssuesTime ManagementGoogle CalendarOutlook SyncBooking ProblemsAvailability SettingsDouble BookingCalendar TipsAppointment SchedulingUser Profile
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