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Back to WorkPROJECT 04
CRM & Calendar Systems

Multi-Calendar Booking & Pipeline Routing

Round-robin calendar distribution with SMS confirmation reminders and pipeline updates.

Role:CRM & Calendar Systems Specialist
Core Systems:GoHighLevel, Calendars
Verification: Tested In-Prod
Multi-Calendar Booking & Pipeline Routing
( SYSTEM ARCHITECTURE )

How Data Flows

01
Booking Widget
Round-Robin Calendar
02
Assignment Logic
Staff Availability Check
03
Confirmation Engine
SMS & ICS Email Invite
04
Pipeline Sync
Stage: Appointment Booked
( PROBLEM )

The Operational Bottleneck

Inbound booking requests suffered from high no-show rates because confirmation emails lacked clear calendar invitations and SMS reminders were not scheduled dynamically according to customer time zones.

( SOLUTION )

System Architecture & Logic

Implemented a round-robin scheduling architecture inside GoHighLevel with automatic staff availability distribution. Built a multi-step reminder workflow with 24-hour and 1-hour SMS notifications, timezone adjustments, and 1-click confirmation links that automatically mark pipeline deals as 'Confirmed'.

( SCOPE & IMPLEMENTATION )

What I Built & Tested

01

Round-robin calendar setup with team member priority rules

02

Dynamic SMS reminder workflow with timezone conversion logic

03

Pipeline stage automation for Booked, Showed, No-Show, and Rescheduled states

04

2-way SMS response listener detecting '1' to confirm or '2' to reschedule

( IMPLEMENTATION EVIDENCE )

Inside the Build

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Calendar Round-Robin Routing
Calendar

Calendar Round-Robin Routing

Distributing consultation calls based on representative schedule availability.

( SYSTEM WALKTHROUGH )

See how the system works.

A walkthrough of the architecture, workflow logic, integrations, and implementation.

Walkthrough Video: Multi-Calendar Booking & Pipeline Routing

Loom Walkthrough Embed Area • Configurable by Gerald

( OUTCOMES )

Verified Operational Results

Automated appointment distribution among team members

Reduced appointment no-shows through timed SMS confirmation reminders

Clear visibility into calendar status across sales pipeline columns