A Calendar that is for booking/scheduling "opportunities".
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Zak Harman
Every calendar in high level is associated with the contact as the primary object, which it is necessary to have the contact part of the appointment for reminders and notifications, etc. However, when it comes to businesses that may have multiple opportunities for the same contact, for example: home service businesses, where one contact may have multiple properties or job addresses, high level has no way of booking/scheduling these "job opportunities". In this scenario, an appointment for a contact with multiple opportunities, shows up on every opportunity that contact belongs to.
It is also almost impossible to update the correct opportunity from a booking that is meant for a particular job opportunity.
For people in this situation, the only solution is to use third party booking systems and link the data through APIs/automations to connect it in high level.
If there was an "opportunity calendar" where the booking/scheduling was primarily linked to the opportunity itself, instead of the contact, I think this would be a game changer for home service based businesses, or really any business that is trying to "schedule an opportunity" instead a "contact".
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Scott Shortt
This is absolutely needed. I run a wedding venue, but I can have event planners who refer my many "opportunities"
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Lisa Donaldson
Having the same issue - this is almost a make or break for me. I need to be able to have multiple opportunities per same contact and be able to book these opportunities on the calendar. Please !
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Andrew Quinn
Same issue mate. Massive issue for my clients. I wish GHL would sort this out. I posted something similar but upvoted this.
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Lisa Donaldson
Andrew Quinn agree quinn... do you have any ways your are getting around this ?
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Andrew Quinn
Lisa Donaldson i am trying to work on building my own front end for opportunities. GHL has let us down badly with this quirk.
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Lisa Donaldson
Andrew Quinn Agree - i have 3 business set up in ghl and I assumed this would not be an issue. Let me know if you get around to a solution. I feel the more we comment around this the more likely this simple but fundamentally major issue will get picked up
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Yaniv Avshalomov
Good idea! Until that gets traction, I would just use a 'User' (named whatever you want) and only use it for booking those calls.
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Lisa Donaldson
Yaniv Avshalomov Im not sure if i understand you. If you have a serviced based booking off site and needing to book more than one opportunity for the client this method wont work.