Prerequisites
Before setting up GoHighLevel integration, you’ll need:- An active GoHighLevel account
- Calendar(s) configured in your GoHighLevel location
- Admin or appropriate permissions to authorize app connections
Setup Process
1. GoHighLevel Account Requirements
Account Setup:- Ensure you have an active GoHighLevel account
- Verify that your calendars are properly set up in your account
- Confirm you have the necessary permissions to connect external applications
- Create or verify existing calendars in your GoHighLevel location
- Set appropriate availability times and booking settings
- Configure any required custom fields for appointments
2. Connecting GoHighLevel to Your Assistant
- In your AI assistant settings, navigate to the Tools section
- Select Appointment Scheduling from the available tools
- Choose GoHighLevel as your calendar integration type
- Click Connect to GoHighLevel
- You’ll be redirected to GoHighLevel’s authorization page
- Choose your account from the available options
- Authorize the application to access your calendar data
- You’ll be redirected back to your assistant settings
If you have issues connecting to GoHighLevel, try using an Incognito/Private browsing window as this can resolve authentication conflicts.
3. Calendar Selection
After successful connection:- Select the specific calendar from your GoHighLevel location
- Your available calendars will be automatically fetched and displayed
- Choose the calendar where appointments should be booked
4. Testing the Integration
Essential testing steps:- Make a test call to your AI assistant
- Request to schedule an appointment during the conversation
- Verify the booking appears in your GoHighLevel calendar
- Check that confirmation details are sent appropriately
- Test different scenarios (available/unavailable times)
Required Information from GoHighLevel
To complete the integration, the system needs access to:From Your GoHighLevel Account:
- Location ID: Automatically obtained during OAuth authorization
- Calendar IDs: Retrieved from your location’s available calendars
- Access Tokens: Managed automatically through OAuth flow
Calendar Permissions:
- Read calendar availability: To check open time slots
- Create appointments: To book new meetings
- Access calendar details: To retrieve calendar names and settings
Integration Features
Automatic Appointment Booking
- Real-time availability checking: AI verifies open time slots
- Instant booking confirmation: Appointments created immediately in GoHighLevel
- Conflict prevention: System prevents double-booking
- Time zone handling: Respects calendar and customer time zones
Email Requirement for Appointments
Important: To book appointments, your AI assistant needs an email address from the customer. Setup options:- Define email in input variables: Add
email
as an input variable in your assistant settings - Import leads with email: When importing leads, ensure email addresses are included
- AI collection during call: Configure your assistant to ask for email during the conversation if not available
Best Practices
Calendar Management
- Keep calendars updated: Ensure availability is current in GoHighLevel
- Set buffer times: Configure appropriate gaps between appointments
- Use clear calendar names: Makes selection easier during setup
Assistant Configuration
- Include calendar context in system prompt: Help AI understand booking scenarios
- Define appointment variables: Extract relevant information for GoHighLevel
- Configure appointment duration: Specify how long appointments should be
- Customer says: “Can we meet at 2:00 PM?”
- AI books: 2:00 PM - 2:45 PM (45-minute slot)
- Test various scenarios: Different time requests, conflicts, rescheduling
Security & Compliance
- Token management: OAuth tokens are refreshed automatically
- Data privacy: Only necessary calendar data is accessed
- Permission scope: Integration uses minimal required permissions
Troubleshooting
Quick Fixes:
Missing API Key Error:- Solution: Disconnect and reconnect your GoHighLevel account, then select an assistant and save
- Steps: Go to assistant settings → Appointment Scheduling → Disconnect → Connect again → Select assistant → Save
- Try incognito mode for OAuth authorization
- Verify account permissions and calendar setup
- Refresh connection if calendars don’t appear
- Check time zones and availability settings
For comprehensive GoHighLevel troubleshooting, including detailed solutions and additional issues, see GoHighLevel Issues.