Calendar

Granular Calendar Permissions for Restricted Users
### Description: Currently, when a user in a subaccount is set to “Restricted: can only view their own leads” , this restriction also limits which calendars they can see and access. That means: If a user (for example, a caller or appointment setter) is restricted, they can only see calendars they are directly assigned to. Event calendars or sales calendars (that are not assigned to them) become invisible — even if the user’s job is to book appointments for other team members. This leads to major workflow problems in sales teams where: A caller books appointments for sales reps , but cannot access the reps’ calendars. Event calendars that are not tied to a specific user cannot be accessed or used by restricted users at all. --- ### Proposed Solution: Add granular calendar permissions independent of the “restricted” user setting. For example, in each calendar’s settings, allow admins to configure: ✅ Who can view the calendar (All users / Selected users / Only assigned users) ✅ Who can book into the calendar (All users / Selected users / Only assigned users) This would make it possible for restricted users (like callers or assistants) to still book appointments into certain calendars, without giving them full access to all leads or data. --- ### Why This Matters: This change would solve a huge problem for agencies and teams using GoHighLevel for multi-role workflows — especially where some users are restricted for data privacy but still need cross-calendar access for scheduling. It would bring much more flexibility , less confusion for restricted users , and allow cleaner role separation between callers, sales reps, and admins. --- ### Example Use Case: A caller (restricted user) calls leads and needs to book appointments for a sales rep into the "Sales Calendar." Currently: ❌ Not possible due to calendar visibility restrictions. With this improvement: ✅ The caller can book into the calendar while still having limited lead visibility.
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👉 Calendars -> New Project Calendar Type for Managing Projects and Consultations 📅
Ideally a gantt chart type of calendar for home service businesses such as construction, renovation, plumbing, heating and gas engineers, roofing, fencing, tiling, painting, and other niches that would benefit from a new project calendar type that offers booking and tracking of work over multiple dates i.e. from stripping down any existing installation, running prep, quoting, procurement, and then performing a fresh install or upgrade — such as for a new boiler, a new bathroom or kitchen installation, or even garden, patio, home renovations, upgrades or new installs. Clients must be able to schedule a series of appointments and block time for a particular project, both over the phone and remotely, as well as at their property. The current calendar types are not suited for logging these activities, and identifying and blocking dates over a period of a week, fortnight, a month, or more at once. So if clients can define typical stages/lifecycle of their projects or consultations within the calendar, then customers or even clients themselves or staff simply would choose the date for each stage and assign a staff member to carry out the work. I assume we'll need some level of integration with Docs and Contracts, Estimates, Invoices, and Payment products, too. This would be useful to dentists, chiros, etc. and every service business that does consultation sessions, as they could then configure the sequence of consultations after a set number of days, weeks, or months after the 1st consultation.
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