Add Guests Features in Calendar Bookings
This article will show you how to use the improved Add Guests features in HighLevel’s calendar bookings. You can now require guest information and charge payments based on total attendee count—making it well-suited for group sessions, classes, or any service involving multiple participants. TABLE OF CONTENTS Overview of Adding Guests in Calendar Bookings Key Benefits of Add Guests to Bookings How To Enable Add Guests Features Require Guests for Booking Collect Payment for All Attendees Frequently Asked Questions Related Articles Overview of Adding Guests in Calendar Bookings The Add Guests feature allows customers to include additional attendees during the appointment
User Permissions in Calendars
Overview The Calendar module now supports granular user permissions, allowing you to control who can view and manage different aspects of the calendar system. This helps ensure that users have access only to the data and functionalities relevant to their roles. Types of Permissions There are two main types of permissions: View Permissions: Grants users the ability to see specific elements within the calendar module. Manage Permissions: Grants users the ability to create, edit, and delete elements within the calendar module. Assigned Data Access In addition to general permissions, users can also have Assigned Data toggled on or off: If
Embedding HighLevel Calendars using HTML Code
Go to "Calendars" > "Calendar Settings" For the specific calendar you'd like to embed, click the "three dots" icon and select "Share" In the pop-up modal, select the "Embed Code" tab Click "Copy" Past the embed code in a custom code element on another website as desired. Note: If you are looking to embed a HighLevel Calendar in a funnel or website page in HighLevel, you can use the Calendar element in the page builder. This element will allow you to choose the calendar you'd like to display and automatically insert it without the need for adding an embed code
How to set up a Manual SMS action
Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns? SMS marketing has become an essential tool for businesses to reach their customers. However, automated SMS campaigns can sometimes lack the personalization and human touch that customers crave. This is where manual SMS actions come in handy. Manual SMS actions are a great way to add the human element and incorporate personalized communication and into your SMS campaigns. In this article, we will explore the benefits of manual SMS actions and how they can
How To Add a Manual Call Action to a Workflow
This article will show you how to add a Manual Call action to a workflow in HighLevel. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for sales or support follow-ups that require a personal touch. TABLE OF CONTENTS What is Manual Call Action? Key Benefits of Manual Call Action How To Add a Manual Call Action to a Workflow Viewing Assigned Manual Calls Frequently Asked Questions Related Articles What is Manual Call Action? Manual Call Action is a type of Manual Action used in HighLevel workflows. It allows you to
How to Track SLA Performance in Conversations
The SLA Performance Dashboard in HighLevel helps you measure how consistently your team is meeting Conversation SLA response-time goals. It gives Admins a clear view of SLA adherence, response speed, and performance across users and channels. This makes it easier to identify delays, improve accountability, and support faster, more consistent customer responses. IMPORTANT: This feature is currently available in Labs. If you don’t see it, ask an admin to enable it at Agency Settings > Labs. For more, refer to Labs Features - Complete Overview. TABLE OF CONTENTS What is the SLA Performance Dashboard? Key Benefits of the SLA Performance Dashboard
How to Access Form Submissions in Conversations
Access form submissions directly in Conversations to review responses and follow up faster without leaving the conversation thread. This article shows how to enable the feature, view individual or all submissions, and filter submission-based conversations in HighLevel. TABLE OF CONTENTS What is Form Submissions Access in Conversations? Key Benefits of Form Submissions Access in Conversations How To Access Form Submissions in Conversations Frequently Asked Questions Related Articles What is Form Submissions Access in Conversations? Viewing form submissions in Conversations lets you see a contact’s submitted form responses directly inside the conversation thread. This gives agents and team members immediate context before they reply, which
Web Chat inside Conversations
Web Chat inside Conversations allows businesses to communicate with website visitors in real time through a website chat widget. Messages sent from the widget appear directly in the Conversations inbox, where teams can manage them alongside SMS, email, and other communication channels. This article explains how Web Chat works, how to configure the chat widget, and how to manage Web Chat conversations inside Conversations. Important: Web Chat is distinct from Live Chat. Channel labels are now consistent across the platform to clearly differentiate the two experiences. TABLE OF CONTENTS How Web Chat Works
How to Create and Share Conversation Views
Conversation Views let you save frequently used conversation filters as reusable, one‑click views in HighLevel. This makes it easy to focus on unassigned, channel‑specific, or high‑priority chats without rebuilding filters. This article shows how to create and share Conversation Views in HighLevel. TABLE OF CONTENTS What is Conversation Views? Key Benefits of Conversation Views How To Create and Share Conversation Views Frequently Asked Questions Related Articles What is Conversation Views? Conversation Views are saved sets of conversation filters inside the Conversations Inbox. After you define filters (e.g., Assignee, Channel, Tags), you can save them as a named view and switch
Signed URL File Upload API
Signed URL File Upload lets you stream files directly from the client to Google Cloud Storage (GCS) using secure, time-limited URLs. This improves upload speed and reliability, eliminates server memory pressure, and enables support for larger media—up to 100MB on WhatsApp and 5MB on other channels. Learn how it works, key safeguards, and how to implement the three-step flow. TABLE OF CONTENTS What is Signed URL File Upload? Key Benefits of Signed URL File Upload Three-Step Upload Flow Channel-Based Size Limits Content-Type Validation Security Guards & Access Control Error Handling & Expiry Implementation Tips Frequently Asked Questions What is Signed URL File