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Category: GoHighLevel

How to Connect Google Calendar to GoHighLevel: A Step-by-Step Guide for Seamless Scheduling in 2024

If you’re using GoHighLevel for your business, connecting your Google Calendar is a must for ensuring your schedule is always up to date. In this guide, we will walk you through the process of integrating your Google Calendar with GoHighLevel so that you can manage your appointments effortlessly and prevent any scheduling conflicts.

Step 1: Accessing Calendar Settings

First, log into your GoHighLevel account. On the left-hand menu, click on Calendars, then select Calendar Settings from the upper menu. Here, you will see your current calendar setup.

You might notice open slots in your calendar, which will soon be synced and updated automatically once you connect your Google Calendar.

Step 2: Adding a New Calendar

In the upper menu, click on Connections. Under the Calendars section, click on Add New. Now, choose Google Calendar as the service you want to connect.

Step 3: Signing in with Google

You’ll be prompted to sign in with your Google account. Select the account that you want to sync with GoHighLevel and click Continue.
GoHighLevel uses a system called “Lead Connector” to sync with Google. When asked, click on Allow to complete the connection.

Step 4: Checking Calendar Connections

Although there isn’t an immediate confirmation, go back to Calendar Settings and click on Connections again. You should now see your Google Calendar listed as available.

Step 5: Adding a Conflict Calendar

It’s crucial to set your connected Google Calendar as a Conflict Calendar to avoid double bookings. Select your Google Calendar from the list, name it (for example, “Google Calendar” or your company name), and click Save.

Step 6: Syncing Your Appointments

You’ll see a “processing” status as the sync happens. If this seems to take a while, try refreshing the page to speed up the process. Once it’s done, you’ll see that GoHighLevel is now synced with your calendar. You can test this by checking your available slots—appointments should now reflect correctly in your calendar.

All Set and Ready to Schedule

Syncing your Google Calendar with GoHighLevel is a quick process that helps you stay on top of your appointments and prevents scheduling conflicts. Follow these steps, and you’ll have a fully integrated system for managing your schedule in no time!

How to Set Up a Review System like Birdeye or ReviewLead using GoHighLevel Automation: Step-by-Step Guide

Collecting customer feedback is essential for any business that wants to grow and build credibility. Reviews not only help potential customers make informed decisions but also improve your business’s reputation. But manually managing reviews can be time-consuming. That’s where automating the review process comes in. In this blog, we’ll walk you through setting up an automated review system in GoHighLevel to streamline feedback collection, manage negative experiences, and boost your positive reviews.

Let’s dive into the step-by-step process of setting up this system to automatically gather and manage reviews for your business.

Creating a Custom Review Link

The first step to automating your review process is creating a custom review link that you can share with your customers. This link will direct them to your review page.

  1. Log into your GoHighLevel account.
  2. Navigate to Settings and click on Domains.
  3. Add a subdomain specifically for reviews. We recommend using something like reviews.yourdomain.com.
  4. Verify the DNS settings with your provider (e.g., GoDaddy, Namecheap) by adding the required CNAME record. Once verified, your domain is ready for use.

Designing a Thumbs-Up/Thumbs-Down Review Page

Next, you’ll need to create a simple review page where users can indicate if they had a good or bad experience. This will allow you to filter feedback based on customer satisfaction.

  1. Go to Sites > Websites and create a new page.
  2. Design the page with two simple buttons: Thumbs-Up for positive feedback and Thumbs-Down for negative feedback.
  3. Add a thank-you message above the buttons, expressing appreciation for their time.

Example text: “Thank you for choosing us! Your feedback helps others find trusted businesses like ours.”

Redirecting Positive Reviews to Google

If a customer clicks on the thumbs-up button, you’ll want to direct them to leave a review on your Google Business profile.

  1. Go to your Google Business Profile and copy the direct link for leaving a review.
  2. In GoHighLevel, select the thumbs-up button, set the action to open a URL, and paste the Google review link.
  3. Save your changes.

Now, anytime a customer has a positive experience, they’ll be directed to leave a review on Google!

Creating a Bad Experience Feedback Page and Staying Google Compliant

One of the most important steps in building an automated review system is handling negative feedback effectively. For this, GoHighLevel allows you to create a separate page for customers to share their bad experiences, ensuring you receive private feedback and maintain Google compliance.

Step 1: Create a "Tell Us About Your Bad Experience" Page

After setting up your main review request page, it’s time to add a dedicated page for customers who didn’t have a positive experience. Here’s how to do it:

  1. Navigate back to Websites in GoHighLevel, and select the Request Review site.
  2. Create a new page named “Tell Us About Your Bad Experience.” You can create the URL path as something like /sorry/tell-us-more to keep it simple.
  3. For the design, start with a blank, full-width layout. Add a single-column section where you’ll include your logo and a headline, such as:
    • “Please tell us about your experience with our company.”

Step 2: Add a Feedback Form

ext, you’ll need to collect detailed feedback about their bad experience. Here’s how to add a form:

  1. Add a form element to the page that asks for basic information, such as First Name, Last Name, Phone, Email, and a multiline text box for them to describe their experience.
  2. Customize the form’s submit action by selecting Form Builder, then under Options, set up a message that thanks the customer for completing the form. Example message:
    • “Thank you for taking the time to share your feedback. A member of our team will be in touch shortly.”

This ensures the customer feels heard and reassures them that their concerns are being addressed.

Step 3: Linking the Bad Experience Option

After creating the feedback page, link it to the “I had a bad experience” button on your main review page. Follow these steps:

  1. Copy the URL of your bad experience page.
  2. Edit your main review request page, go to the “I had a bad experience” image, and set the action to go to website URL.
  3. Paste the URL of the bad experience page and save your changes. Now, when a customer clicks on “I had a bad experience,” they’ll be directed to your feedback form.

Step 4: Staying Google Compliant

Google requires that all customers, including those with bad experiences, be given the option to leave a public review. To comply with this:

  1. On the bad experience page, add a text link at the bottom that says:
    • “No, thank you. I would like to leave a review.”
  2. Link this text to your Google review page. Be sure to open the link in a new window, so customers don’t lose their place on your feedback form.

Step 5: Publish and Test

Once you’ve set up everything, preview your pages to ensure they function correctly. Customers should be able to navigate smoothly between the review request page and the bad experience page. For the final step, publish your changes and test the system.

With this setup, you’ve created an effective way to privately manage negative feedback while still complying with Google’s requirements for review collection.

By ensuring that negative feedback is handled internally while still allowing customers to publicly review your business, you can address concerns privately and maintain your reputation. This is a critical component of building trust with your customers and ensuring you’re continuously improving.

Creating Review Request Automations

Now that your review pages and forms are set up, it’s time to implement automations that will simplify the process of collecting reviews. Automations help you send reminders and requests without manual effort, ensuring that you stay engaged with your customers and gather more reviews.

1. Creating the Review Request Emails and SMS

To keep your review requests polite but effective, we recommend sending three emails and one SMS over the course of a few days. Here’s a breakdown of what each email and text message should include:

  • Email 1 (Day 1):
    Subject: Thank you for placing your trust in us
    Body:
    • Thank the customer for their business and offer to answer any questions they may have.
    • Ask them to take a moment to leave a review and provide a direct link to the review page.
    • Example: “Would you take a moment to review us at the link below? Your review will help others find the best service for their needs.”
  • Email 2 (Day 3):
    Subject: Just a reminder and a thank you
    Body:
    • Remind the customer about your review request and thank them again for their trust.
    • Reiterate how their review will help others in the market find your services.
    • Include the review link again.
  • Email 3 (Day 6):
    Subject: One last reminder
    Body:
    • Let the customer know that this is the final reminder and that you won’t send any more review requests.
    • Provide the review link and mention how their feedback helps others.
  • SMS (Day 1):
    Message:
    • Keep it short and simple: “Hi, [Company Name] here. Just wondering if you could take a moment to leave us a review. [Insert Link]”

Each email and SMS should include a review link to make it easy for customers to click through and leave their feedback.

2. Automating Review Requests

Now that your messaging is ready, it’s time to build the automations in GoHighLevel:

  • Step 1: Create a Workflow
    Go to Automation > Create Workflow, and start from scratch. Name this workflow something like “Review Request Automation.”
  • Step 2: Trigger the Workflow
    You can trigger the workflow by adding a tag to the customer’s profile after they’ve completed a service with you. For example, you can create a tag called “Request Review.” When the tag is added, the workflow starts.
  • Step 3: Send the SMS
    Once the workflow starts, send the first SMS message, asking the customer to leave a review.
  • Step 4: Wait for 15 Minutes
    Add a 15-minute wait to see if the customer responds by clicking the review link. If they do, the automation ends. If not, proceed to the next step.
  • Step 5: Send Email 1
    If the customer hasn’t clicked the link in the SMS, send the first email request with the review link.
  • Step 6: Wait for 3 Days
    Wait for three days to see if the customer clicks the review link in the email.
  • Step 7: Send Email 2
    If they haven’t left a review yet, send the second email reminding them to review your business.
  • Step 8: Wait for 3 More Days
    Wait another three days to give the customer time to click the review link.
  • Step 9: Send Email 3
    Send the final reminder, letting the customer know it’s their last chance to leave a review.

3. Creating Trigger Links

To stop sending review requests once a customer has completed a review, you need to create trigger links:

  • Step 1: Go to Marketing > Trigger Links, and add a link to your review page.
  • Step 2: Name the link something like “Request Reviews” and save it.
  • Step 3: Use this trigger link in your emails and SMS messages. When the customer clicks on it, the automation will stop sending further review requests.

4. Internal Notifications for Bad Experiences

Finally, set up a separate workflow for handling bad experiences:

  • Step 1: Create a new workflow called “Bad Experience Submitted.”
  • Step 2: Set the trigger as the submission of the bad experience form.
  • Step 3: Assign an internal notification to alert your team when someone submits the form. The notification can include the customer’s name, email, phone number, and their feedback so your team can follow up quickly.

Launch Your Review Request System

Once you have your workflows, trigger links, and messaging set up, your automated review request system is ready to go. Now, you can start tagging customers and collecting reviews effortlessly, all while handling negative feedback with care.

With everything in place, your business will enjoy more customer reviews and valuable feedback, which can help boost your online presence and improve customer satisfaction!

How to Create Recurring Monthly Tasks in Go High Level: A Detailed Tutorial

Managing repetitive tasks can be a challenge in any business, especially when it comes to ensuring consistency and accuracy. If you or your employees need to create recurring monthly tasks in Go High Level, this guide is for you!

By following the steps outlined here, you’ll be able to automate tasks like generating monthly Google Ads conversion reports, ensuring they are completed on time every month without the need for manual intervention.

Why Create Recurring Monthly Tasks?

In many businesses, certain tasks need to be performed on a monthly basis. For example, generating and sending Google Ads conversion reports to clients is a common need. Previously, this process had to be managed manually, but with Go High Level, you can automate these tasks by setting them up to recur each month. This not only saves time but also reduces the risk of human error.

Step 1: Start a New Workflow

The first step in creating a recurring monthly task is to go to your Automations tab in Go High Level. Here, click on Create Workflow and choose the Start from Scratch option. You’ll want to name this workflow something descriptive, such as “Create Monthly Google Ads Conversion Report.”

Step 2: Add the Task

Once your workflow is created, the next step is to add the task itself. Click on Add Task and enter the details of the task, such as “Create and send the monthly Google Ads conversion report to [Client’s Name].” In the description, include any additional instructions or reminders that are relevant to the task. For example, you might remind the team member responsible for the task to ask the client to review the report in Google Ads.

Select the team member who will be assigned this task and set the task’s due date. You can choose any number of days, but in this example, we’ll use five days. Once you’re done, click on Save Action.

Step 3: Set Up Workflow Branches

To ensure that the task recurs monthly, you’ll need to set up branches in the workflow that correspond to the different types of months—those with 31 days, 30 days, and February (with and without a leap year).

  1. 31-Day Months: Create a branch that triggers when the current month is January, March, May, July, August, October, or December.
  2. 30-Day Months: Create a branch for April, June, September, and November.
  3. February: Create two branches—one for leap years (e.g., 2028) and one for non-leap years.

Step 4: Add Wait Steps

Now that the branches are set up, you need to add a waiting period before the task reappears. The waiting period will depend on the number of days in the current month minus the number of days you’ve set for the task to be due.

  • For 31-day months: Wait 26 days (31 minus 5).
  • For 30-day months: Wait 25 days (30 minus 5).
  • For February in a leap year: Wait 24 days (29 minus 5).
  • For February in a non-leap year: Wait 23 days (28 minus 5).

After setting the wait times, save your workflow.

Step 5: Make the Workflow Recurring

To make the task recur monthly, add a “Go To” action at the end of each branch that loops back to the “Add Task” step. This will ensure that the task is created anew each month.

Step 6: Set the Trigger

Finally, you’ll need to add a trigger to start the workflow. In this case, you’ll use a tag as the trigger. Create a tag such as “Task – Monthly Google Conversion Report” and assign it to the relevant contact. On a specific day each month, apply this tag to the contact, which will start the entire automation process.

Applying the Tag Based on the Month

The day you apply the tag will depend on the number of days in the month:

  • 30-Day Month: Apply the tag on the 27th of the month.
  • 31-Day Month: Apply the tag on the 28th of the month.
  • February in a Leap Year: Apply the tag on the 26th of the month.
  • February in a Non-Leap Year: Apply the tag on the 25th of the month.

Once the tag is applied, the workflow will automatically create the task, ensuring it is completed on time.

By following these steps, you can easily set up recurring monthly tasks in Go High Level. This automation not only saves time but also ensures that important tasks are completed consistently and accurately each month.

With this system in place, you can focus on more strategic aspects of your business, knowing that routine tasks are being handled efficiently!

Get Your Free Snapshot of the Recurring Task Automation Process!

Ready to streamline your monthly tasks and boost productivity?

We’ve made it even easier for you! Download a free snapshot of this entire recurring task automation process in Go High Level. With just a few clicks, you can have the full workflow set up and ready to go for your business.

🚀 Click here to get your snapshot now

Don’t waste any more time on repetitive tasks—let automation do the work for you!