Are you considering moving over to HighLevel calendars from Acuity?
Firstly – why would you want to do this?
1. Cost – for a single subscription to HighLevel you can have unlimited user accounts. Whatever the size of your team it is just one monthly cost that does not go up as you add more users. Check out a previous post where the client was paying Acuity $500/mo for ten users.
2. Functionality. HighLevel does so much more that schedule online meetings. With HighLevel you have a constantly expanding set of online marketing tools (of which calendars are just one). One area where Acuity lacks is marketing automation integrations – even when using Zapier to connect to CRM’s it has restrictions. Not so with HighLevel, you have many ways to schedule and automate appointments follow up. A nice feature in the HighLevel CRM is it be able to schedule meetings from within the contact record i.e. when on a call to a prospect – schedule a call there and then. And offline meetings are no problem either.
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Steps on how to migrate calendars from Acuity to HighLevel.
1. Document all the calendars you wish to bring over.
2. Map out how your calendars fit into your overall marketing and sales “machine”. Do not think about calendars in isolation they need to be an integrated part of your marketing machine. For instance – what happens when you have a “No Show” for a call? – do your sales guys have to then write an email asking for them to reschedule – or do they mark them as a No Show and the system then automatically sends them reminders until they re book? Better to spend time upfront working out how it all works for maximum efficieny.
2. Make sure you are familiar with the latest functionality and set up in HighLevel. Please note HighLevel is a rapidly evolving platform with regular updates, so be aware that any “how to” guides and videos you find online may be already outdated. I suggest you use the help provided by your HighLevel agency provider. Here are the latest support guides from HighLevel.
3. Set up for a single user first. The easiest way to learn how to set up HighLevel calendars would be to set up the calendars for yourself first. Before looking to set up your entire team.
If you need any further pointers I would be happy to get on a quick discovery call.
If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.
