Documentation

Appointment Booking Setup Guide

Install, configure and go live with Appointment Booking inside GoHighLevel in under 10 minutes.

What this agent does

AI books appointments directly into your calendar during the call — checks availability, confirms and sends reminders.

  • Live availability check
  • Books during live call
  • Confirmation SMS + email
  • Reminder sequences
  • Reschedule handling
  • GHL + Google Calendar sync
1

Install from the GHL Marketplace

Find "Appointment Booking" in the GoHighLevel App Marketplace and click Install. Choose the sub-account (location) you want the agent to run in. Installation is instant and does not affect your existing workflows.

Includes a 14-day free trial. No credit card required.
2

Connect your GHL sub-account

Authorise the app against the location you selected. The agent needs access to the phone number it will answer on, the calendar it books into, and the pipeline it writes to.

  • A phone number connected to GHL (Twilio or LC Phone)
  • A GHL calendar with availability configured
  • A pipeline for the agent to create opportunities in
3

Configure the agent

Set the greeting, the qualification questions and the call flow. Appointment Booking ships pre-configured for its industry, so in most cases you only need to change the business name, the services you offer and your hours.

  • Live availability check
  • Books during live call
  • Confirmation SMS + email
  • Reminder sequences
4

Set routing and booking rules

Decide what happens at the end of a call: book straight into the calendar, live-transfer to a human, or capture the details and trigger an SMS follow-up. Set your business hours and what should happen outside them.

Configure call recording announcements and, where required, AI disclosure before you go live — see the Acceptable Use & AI Policy.
5

Test, then go live

Call your GHL number and run the full flow end to end: greeting, qualification, booking, confirmation SMS. Watch the transcript appear in the CRM. When it behaves the way you want, flip Agent Status to Live.

Appointment Booking is now answering calls 24/7 and writing every outcome back into GHL.

Before you go live

This agent records and transcribes phone calls. Consent rules differ by country and by US state, and some jurisdictions also require you to disclose that the caller is talking to an AI. Read the Acceptable Use & AI Policy and configure your announcements accordingly — the obligation sits with you as the operator of the agent.

Stuck on setup?

We respond within 2 hours on all plans and will walk you through it live.

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