Cal.com & GHL Calendar Setup

Setting Up Calendar Booking Integration with Cal.com and Go High Level (GHL)

Introduction to Calendar Integration

This video tutorial explains how to integrate calendar booking systems specifically with Cal.com and Go High Level (GHL), facilitating the scheduling of appointments directly through AI-driven prompts.

Organizing Calendar Availability

The tutorial begins by illustrating how the system organizes calendar availability into distinct time slots. These slots are structured to be easily manageable by the AI, allowing it to efficiently handle appointment scheduling. The AI receives these time slots at the bottom of interaction prompts, streamlining the booking process during customer interactions.

Prompt Configuration for AI

Users are guided on configuring AI prompts to focus on scenarios that are likely to lead to an appointment. The system automatically appends available dates and times at the bottom of these prompts, relieving users from having to manually specify how to present dates and times.

Fetching Calendar Credentials

For Cal.com users:

Users must navigate to the settings within Cal.com to retrieve their username.
API keys are generated with an emphasis on setting them to never expire to prevent service interruptions.
Event IDs are necessary for specific meetings and can be found in the URL of the meeting settings. It's crucial that the booking questions required by the AI are minimal to ensure successful API interactions.

For Go High Level users:

The setup involves creating a simple calendar, as round robin or complex calendars are not supported due to API constraints.
Calendar IDs are obtained from the URL or the GHL interface where the calendar is created.
Special Instructions for Round Robin Settings in Cal.com

Setting up round robin booking involves obtaining a user ID from the team settings in Cal.com, which appears as a numerical value in the URL. This ID, along with the standard API key and the specific event ID for round robin events, are essential for the configuration.

Integration with AI Agents

Each AI agent that requires the capability to book appointments must have the relevant calendar information added to its settings. This ensures that each agent can accurately schedule appointments according to the available time slots and specific calendar configurations.

Final Validation and Activation

After inputting all necessary data, users validate their configurations to ensure correctness. Successful validation confirms the integration of the calendar with the AI agent, enabling it to effectively schedule appointments.

Conclusion

This tutorial provides a detailed guide on integrating calendar booking functionality with Cal.com and Go High Level, emphasizing precise configuration to ensure smooth operation. This integration enables AI agents to efficiently manage appointment scheduling, improving the operational efficiency of business practices.