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:
Appointments that are specific to an Opportunity
I
Irrum Uddin
Is there a way to create appointments specific to an opportunity, as well as a contact?
P
Pallavi Kothari
Merged in a post:
🗓️One Contact, Two Jobs, One Mess 🤦♂
D
David List
Currently, GoHighLevel appointments are tied to the contact, not the opportunity. This causes issues when a contact has multiple active opportunities (e.g. for different jobs). Each opportunity can end up showing the same appointment — the most recent one — even if it doesn’t relate to that job.
As shown in the screenshot, both opportunities display the same appointment even though they should represent separate jobs with distinct bookings.
Suggested Improvement:
Introduce a native association between appointments and opportunities, not just contacts. This could potentially be solved using the new "Custom Objects" framework, allowing an appointment to be uniquely linked to a specific opportunity.
This would:
Avoid confusion when contacts have overlapping or ongoing jobs.
Accurately reflect job-specific timelines and next steps.
Enable multiple valid appointments across the same contact without overwriting other opportunities.
B
Bryce Claudin
Need to be able to associate and manage multiple appointments with one opportunity. It is impossible to effectively manage opportunities and multiple appointments with the current system. Examples 👇
🌿 Landscaping:
• Appointment 1: On-site quote
• Appointment 2: Service
• Appointment 3: Touch up / fix an issue
🏡 Real Estate:
• Appointment 1: Buyer consultation / needs analysis
• Appointment 2: Property showing(s)
• Appointment 3: Offer review & negotiation
• Appointment 4: Inspection walkthrough / closing prep
🛠️ Home Remodeling:
• Appointment 1: In-home estimate
• Appointment 2: Design & material selection
• Appointment 3: Demo start date
• Appointment 4: Final walkthrough & sign-off
💼 Consulting:
• Appointment 1: Discovery call
• Appointment 2: Strategy review
• Appointment 3: Implementation check-in
🚰 Plumbers:
• Appointment 1: On-site quote
• Appointment 2: Service
• Appointment 3: Follow-up / fix an issue
B
Bryce Claudin
Been struggling with this issue all year. 110% needs to be fixed
K
Keith Brandenburg
Highly agree! We need this or else the appointment calendar system is completely useless.