Schedule Opportunity Appointments Not Just Contact Appointments
A
Anna Empey
I have multiple clients (over 10) who provide a variety of services to the same client at different times and different days. IE. Electricians who provide a variety of services and appointments, with different technicians that provide different services on different days to the SAME contact.
The ability to schedule based on a unique opportunity and pull the opportunity details through including the opportunity name, and fields would be a game changer for my clients.
So many service based businesses provide multiple services to the same contacts over different timelines. This is a pretty basic feature in other CRMs so I hope its in the list to connect soon!
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M
Matthias Wissmann
For service-based businesses, this isn't just a 'nice to have'—it's an operational bottleneck. We are managing multi-service clients where the same contact has 3+ distinct projects (Opportunities) running at once. Because calendars currently link to the Contact and not the Opportunity, we lose the ability to pull project-specific custom fields, technician assignments, and job notes into our automated reminders. HighLevel needs to treat an Opportunity and clients separate to truly support the service industry at scale.
B
Bryce Claudin
Exactly. This is pushing me away from high level right now