Look Up the Client
Type a name, email, or phone
Contact & Job Details
Verify contact info and capture what the client needs.
Contact saved as Disqualified
The contact was updated. No appointment or opportunity was created.
Pick a Time Slot
Choose a calendar, date, and available time.
Calendar
Date
Slots
Review &
Confirm
Double-check everything below, then book.
All Set
The appointment has been created in GHL.
Availability Board
Review user slots, reserve proposed times, or continue into booking.
| User / Slot | Status | Contact | Address | Job Type | Booked By | Action |
|---|---|---|---|---|---|---|
| Choose a calendar and date. | ||||||
| Reserved Time | User | Contact | Address | Job Type | Booked By | Action |
|---|---|---|---|---|---|---|
| No reservations yet. | ||||||
Booking details
Are you sure?
Reserve slot
Booking Analytics
Booking rate by CSR based on qualified contacts and created appointments.
Booking Volume
Qualified contacts and created appointments over time.
Booking Rate by CSR
Qualified contacts, appointments, and booking rate by user.
| CSR | Goal | Qualified Contacts | Appointments | Booking Rate | Goal Progress |
|---|---|---|---|---|---|
| Open Analytics to load data. | |||||
Booking Rate by Lead Source
Qualified contacts and resulting appointments grouped by CRM source.
| Lead Source | Qualified | Appointments | Booking Rate |
|---|---|---|---|
| No data loaded. | |||
Booking Rate by Day / Hour
See when qualified leads and bookings are created.
| Period | Qualified | Appointments | Booking Rate |
|---|---|---|---|
| No data loaded. | |||
Location Settings
Control booking fields, calendar sync, ZIP coverage, and authorization.
Field Mapping
Control what appears in the booking form and map each value to Contact, Opportunity, or both.
Calendar Sync
Configure each scheduling button, its calendars, map mode, ZIP coverage, and external calendar sync.
User Settings
Choose booking widget users, then configure their Job Types, ZIP areas, routes, and priority.
Incoming Call Autofill
Send GHL Workflow call events here. Answered calls route to the matching CSR without replacing work already in progress.
Named Territories
Create reusable ZIP areas, then assign them to calendars or estimators.
Authorization
Manage your GHL connection.
If the widget shows "not authorized" or you need to connect a different GHL account, reconnect below.
Location Settings
Configure your booking widget.
Active Calendars
Job Types
Service Area
Authorization
Manage your GHL connection.
Re-authorize
If the widget shows "not authorized" or you need to connect a different GHL account, click the button below to go through the OAuth flow again.