Schedule Opportunity Appointments Not Just Contact Appointments
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Anna Empey
I have multiple clients (over 10) who provide a variety of services to the same client at different times and different days. IE. Electricians who provide a variety of services and appointments, with different technicians that provide different services on different days to the SAME contact.
The ability to schedule based on a unique opportunity and pull the opportunity details through including the opportunity name, and fields would be a game changer for my clients.
So many service based businesses provide multiple services to the same contacts over different timelines. This is a pretty basic feature in other CRMs so I hope its in the list to connect soon!
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Pallavi Kothari
Hi everyone, this is now built and in private beta as part of the new Opportunities experience. Appointments can now be booked against a specific opportunity, so when the same contact has several jobs or services on the go, each appointment sits on the right opportunity and each opportunity shows only its own appointments.
If you'd like early access, fill in this short form and we'll switch it on for your sub-account: https://api.leadconnectorhq.com/widget/form/SKdrNsiMIr9gIVrRYjh3
It's a private beta, so some things may change before full release, and your feedback will shape what ships.
Pallavi
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Pallavi Kothari
updated the status to
in progress
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Jordan Miller
Running into this exact issue with a pressure washing and exterior cleaning client. One customer books gutter cleaning, window washing, and pressure washing — three separate opportunity cards, same contact — and all three show the same appointment. On top of that, the appointment reminder workflow fires three times for the same customer. For a busy service business in season this is a real operational problem. Appointment-to-opportunity linking is essential for any multi-service business. Upvoted and hope this gets prioritized soon.
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Andrew Quinn
One contact can have multiple opportunities open at the same time, often in the same pipeline. When I open an opportunity and click 'Book Appointment', the appointment attaches to the contact — not to the opportunity I booked from. Every opportunity card for that contact then shows the same appointment badge, and workflows can't tell which opportunity the appointment is actually for. Please link appointments to the opportunity they were booked from, not just to the contact. This is essential for any business where one customer can have multiple deals running at the same time.
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Matthias Wissmann
For service-based businesses, this isn't just a 'nice to have'—it's an operational bottleneck. We are managing multi-service clients where the same contact has 3+ distinct projects (Opportunities) running at once. Because calendars currently link to the Contact and not the Opportunity, we lose the ability to pull project-specific custom fields, technician assignments, and job notes into our automated reminders. HighLevel needs to treat an Opportunity and clients separate to truly support the service industry at scale.
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Bryce Claudin
Exactly. This is pushing me away from high level right now