Opportunities Scheduling; Not simply contact scheduling.
M
Mark Ferreira
Making a scheduling connection between appointments and opportunities. Right now, the connection is between the appointment & the client, but in our niche of home service, a client can have several opportunities. Its limiting to not get the freedom to connect the opportunity to the appointment, it instead feels cut out.
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P
Pallavi Kothari
Merged in a post:
Manage Calendar Events Directly Inside the Opportunity
M
Meg Slatyer
Users need to edit, delete, re-assign, or update calendar appointments from within an opportunity’s calendar view. Right now, these actions aren’t possible on the opportunity page itself, which means extra steps and a higher risk of missing updates. Giving full control over events at the opportunity level would streamline workflows and keep records accurate.
P
Pallavi Kothari
Merged in a post:
Link Calendar Appointments to the Correct Opportunity
M
Meg Slatyer
At present, calendar events attach to every opportunity connected to a contact, rather than to the single opportunity they relate to. This creates clutter and confusion, especially when a client has multiple active leads. Appointments should be linked to one opportunity only, ensuring the history for that deal stays clean and relevant.
P
Pallavi Kothari
Merged in a post:
Link Calendar Appointments to Specific Opportunity Cards (Multi-Opportunity Support)
B
Blake Pleasants
Currently, GoHighLevel links calendar appointments exclusively at the Contact level. When a contact has multiple active Opportunity Cards (e.g., different pipelines, distinct products, or recurring services), an appointment booked for that contact globally attaches to all of their opportunity cards.
This creates massive confusion. Each opportunity card is supposed to track a unique sales cycle with its own specific due dates, notes, and milestones. Having a single appointment override or clutter every single card breaks the workflow.
Real-World Use Case
Imagine a client who runs a digital marketing agency:
Opportunity A (Web Design Pipeline): The contact is scheduled for a "Design Review" on Friday.
Opportunity B (SEO Pipeline): The same contact is scheduled for an "SEO Onboarding" next month.
Currently, both appointments show up on both cards, scrambling the next-step dates and history for the sales team.
Proposed Solution / Feature Request
We need the ability to isolate and map calendar appointments directly to a specific Opportunity ID, rather than just the Contact ID.
Appointment Booking Dropdown: When booking an appointment manually within a contact record, allow users to select which active Opportunity Card the appointment belongs to.
Workflow Automation Triggers/Actions: In the Workflow Builder, update the "Create/Update Appointment" action to include an optional field: Associate with Opportunity (e.g., "Current Opportunity in Workflow").
Card Isolation: Ensure that the "Next Appointment" date and appointment history displayed on an Opportunity Card only reflect the appointment linked to that specific opportunity.
Why This Matters
For agencies and high-volume sub-accounts managing multi-product sales cycles, this is a critical scalability feature. It will prevent data contamination across pipelines and ensure accurate tracking of unique due dates per deal.
P
Pallavi Kothari
Merged in a post:
Associate Appointment with Opportunity
A
Aaron Watkins
Currently appointments are only associated with contacts.
This means if you have "multiple opportunities per contact" turned on, the "Book/Update Appointment" tab in the opportunity effects every opportunity for that contact when changed instead of just that opportunity.
I would like to be able to associate an appontment/event to the opportunity itself.
(This also holds true for notes)
R
Robert Robbins
This is a major need for contractor and home-service workflows.
Appointments should be tied to the specific opportunity/job, not only the contact. We often have customers with more than one opportunity over time, and production appointments need to update the correct job/opportunity stage.
For example, garage install, closet install, floor, paint, and punch-out appointments may all need to move the related opportunity, update job-specific fields, and trigger internal notifications. When the appointment is only tied to the contact, workflows have to use Find Opportunity workarounds, which creates risk if the contact has multiple opportunities.
Ideal solution:
* Appointment can be associated directly with a specific opportunity
* Appointment-triggered workflows can reference that exact opportunity
* Notes, tasks, and appointment activity can be tied to the opportunity/job
* Workflow actions can update the correct opportunity without guessing
* Calendar booking from an opportunity should keep the appointment linked to that opportunity
P
Pallavi Kothari
Merged in a post:
Subject: One contact, multiple opportunities — appointments don't link to the right one
A
Andrew Quinn
One contact can have multiple opportunities open at the same time, often all in the same pipeline.
When I open a specific opportunity and click "Book Appointment", the appointment is attached to the contact — not to the opportunity I booked from.
The result:
- Every opportunity card for that contact shows the same appointment badge, even though the appointment was booked from one specific opportunity.
- There is no reliable way to tell which opportunity an appointment belongs to.
- Workflows cannot move the correct opportunity through pipeline stages, because they cannot tell which opportunity the appointment is 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 or enquiries running at the same time.
K
Keith Besherse
J
Jason Taylor
This would be huge! This is probably the biggest shortcoming of the entire local services workflow.
A
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.
A
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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