Are you considering moving over to HighLevel calendars from Calendly?
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.
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 Calendly 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 Calendly to HighLevel.
1. Review Your Current Calendly Setup
Before beginning the migration, take stock of your current Calendly setup:
- List all your events: Note down all the different types of events you currently have set up in Calendly.
- Check your integrations: Identify any third-party integrations (e.g., Zoom, Google Calendar) linked to your Calendly account.
- Note your settings: Document your notification settings, buffer times, maximum event durations, and any other specific configurations.
- 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evolving platform with regular updates, so be aware that any “how to” guides and videos you find online may be already outdated.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.
2. Plan Your HighLevel Calendar Structure
HighLevel Calendars offer similar functionality to Calendly but with added features. Plan how you want your new calendar system to be structured:
- Create corresponding event types: Replicate your event types from Calendly in HighLevel.
- Set up your availability: Define your availability slots and buffer times in HighLevel.
- Configure notifications and reminders: HighLevel allows customization of email and SMS notifications. Set these up to match your preferences.
3. HighLevel Calendly Importer
- The HighLevel Calendly importer enables you to easily replicate Calendly events in the HighLevel calendars.
4. Reconnect Integrations
Re-establish any integrations you were using in Calendly with HighLevel. This could include:
- Calendar Sync: Connect HighLevel to your Google or Outlook calendars to ensure all appointments are synchronized.
- Communication Tools: If you were using Zoom or another video conferencing tool, make sure to set it up in HighLevel.
5. Test Your New Setup
Before fully switching over, test your new HighLevel Calendar setup:
- Create test appointments: Schedule a few test appointments to ensure everything is working correctly.
- Check notifications: Make sure email and SMS notifications are being sent as expected.
- Verify integrations: Ensure all integrations are functioning properly.
6. Communicate with Your Clients
- Inform your clients: Notify your clients about the switch and any new steps they might need to follow.
- Update your booking links: Replace all Calendly links with HighLevel links on your website, social media, and email signatures.
7. Monitor and Optimize
- Monitor the transition: Keep an eye on the new system for any issues or feedback from clients.
- Optimize settings: Adjust your settings and workflows based on the feedback and your own observations to ensure a smooth experience.
Conclusion
Migrating from Calendly to HighLevel Calendars involves careful planning and execution, but the benefits of having an integrated scheduling and CRM platform are worth the effort. By following these steps, you can ensure a seamless transition that minimizes disruptions for both you and your clients. With HighLevel’s advanced features, you can take your scheduling and client management to the next level.
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.
