Getting notified is the most important part—there’s nothing worse than a "ghost" meeting you didn't know existed!

In GoHighLevel, notifications are handled through Workflows. While there is a "Default Confirmation" toggle in the calendar settings, I highly recommend using a Workflow because it’s more reliable and allows you to customize exactly what information you see.

Step 1: Create the Trigger

  1. Go to Automation > Workflows and click Create New Workflow.

  2. Select Start from Scratch.

  3. Click Add New Workflow Trigger.

  4. Search for Customer Booked Appointment.

  5. (Optional but Recommended) Click "Add Filters," select In Calendar, and choose your specific calendar. This ensures this specific notification only fires for this meeting type.

  6. Click Save Trigger.

Step 2: Add the Notification Action

  1. Click the "+" icon below your trigger.

  2. Search for Internal Notification.

  3. Choose your Type of Notification:

    • Email: Best for detailed records.

    • SMS: Best for immediate alerts on your phone.

    • App Notification: Best if you have the "LeadConnector" or GHL mobile app installed.

  4. Fill in the details:

    • To User: Select "All Users" or a specific "Assigned User."

    • Subject/Message: Use Custom Values (the little tag icon) to pull in the lead's name and meeting time.

    Example Message: "Hey! {{contact.name}} just booked a meeting for {{appointment.start_time}}."

Step 3: Publish and Save

  1. Switch the toggle in the top right from Draft to Publish.

  2. Click Save.

Pro-Tip: Don't forget the Lead!

While you are in this workflow, you should also add a step to send a Confirmation Email/SMS to the Lead. This reduces no-shows and makes you look professional. You can even add a "Wait" step to send them a reminder 24 hours before the meeting starts.

Would you like me to walk you through how to set up those 24-hour reminder messages so people actually show up?