Select Staff, multiple services & book appointment based on client request.
upcoming
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Ahmed Abdelkhalek
Conversation AI ability to book appointments, choose services & assign staff based on client request in the chat.
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Abhishek Kumar
upcoming
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Abhishek Kumar
Ahmed Abdelkhalek booking appointments is still possible , conversation ai can book appointments , you need to use the actions .
rest will be supported soon
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Ahmed Abdelkhalek
Abhishek Kumar multiple services selection does not appear in the appointment details page, it only shows one calendar source.
Imo, services should be a standalone feature like "Products" and be linked to services calendar instead of creating a calendar for each service.
I did create an idea about this under "Payment" kindly check it out.
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Abhishek Kumar
Ahmed Abdelkhalek are you speaking about new service menu that is released.
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Ahmed Abdelkhalek
Abhishek Kumar Partially yes, when clients choose 2 services, GHL creates 2 appointments for the same client and each appointment shows which service selected as "Calendar source".
Here's my struggle, I work with services based businesses (beauty salons, barbers .. etc) and they use "Alteg.io" CRM.
I want to make them switch to GHL but GHL lacks some important features for this type of businesses:
1- No offline payment feature (away from forms because product list uncategorized and won't work with services menu) as clients pay at the counter after service is done.
2- No standalone "Services" feature with it's categories.
3- No services analytics/reports for revenue by service, staff, client ... etc, away from opportunities.
4- Appointment details page doesn't show all services selected by same client, it shows only "source" and create other appointments for each service selected.
My proposal is:
To make "Services" as a standalone feature, where you can create services and categorize it (with prices, tax, discount codes).
now, services menu to feed from "services categories & services" created by admin. Also to have it's own analytics/reports. Instead of creating service calendars, we create services and categorize it and somehow to be linked to calendars.
Please check below links:
- https://ideas.gohighlevel.com/scheduling-calendar/p/urgent-manual-offline-payment-for-services-based-businesses (IMPORTANT)
- https://ideas.gohighlevel.com/invoice/p/standalone-services (IMPORTANT)
- https://ideas.gohighlevel.com/invoicing/p/cash-card-bank-transfer-filters (IMPORTANT)
- https://ideas.gohighlevel.com/invoice/p/tax-should-be-global-non-us
- https://ideas.gohighlevel.com/scheduling-calendar/p/appointment-as-a-card-view (would look better)
- https://ideas.gohighlevel.com/scheduling-calendar/p/multiple-service-calendar-send-multiple-invoices (IMPORTANT)
- https://ideas.gohighlevel.com/scheduling-calendar/p/create-invoice-button-in-appointment-page
- https://ideas.gohighlevel.com/scheduling-calendar/p/multiple-service-selected-does-not-appear
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Abhishek Kumar
Ahmed Abdelkhalek have you explored the new services menu of GHL
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Abhishek Kumar
these are all calendar features , we have released new services menu and this will be integrated with conversation ai soon
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Ahmed Abdelkhalek
Abhishek Kumar Trust me I did. all my ideas/struggles are based after using it. kindly check my comment and attached links.
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Ahmed Abdelkhalek
Abhishek Kumar Ya I understand, to whom I can reach for these concerns then?
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Abhishek Kumar
Ahmed Abdelkhalek so , please please post these issues in ideas board , which you already did , I will help you setup a call with calendar team
once they .enable it only then we can integrate it with conversation ai
can you email me abhishek.kumar2@gohighlevel.com and mark cc: swadha.bhoj@gohighlevel.com