Coordinating a meeting with multiple team members can feel like herding cats 🐱🐱🐱.
One person’s available at 10, another’s booked until 2, and the third mysteriously “only has time between 11:43 and 12:11.” 🙄
But now? HighLevel dropped a feature that’ll make your life way easier: Collective Booking.
And if you run a sales team, support squad, or any kind of group workflow—you’re gonna want to know how this works.
If you want hands-on experience on how to set up a collective booking, here’s an interactive tutorial!
So What Is Collective Booking?
Collective Booking lets you create a shared calendar that pulls in availability from multiple team members—so clients can schedule a time that works for everyone, instantly.
No back-and-forth. No confusion. No Slack threads that spiral out of control.
It’s perfect for:
- 🤝 Sales calls that need both an AE and an SDR
- 🛠️ Tech support that requires a rep + an engineer
- 🧑💼 Interviews where both a recruiter and hiring manager need to show up
- 💼 Or literally any “2+ people need to be in the room” situation
How to Set One Up (Super Simple)
Here’s the step-by-step:
- Head over to Calendars → Calendar Settings
- Click “Create Calendar”
- Choose Collective Booking
- Add your team members, set the location, and give it a clean URL
- Boom—you’ve got yourself a shared calendar with synced-up team availability 🎯
What’s This “Primary Owner” Thing?
Every collective calendar needs a Primary Owner—the main point of contact for each booking.
Here’s what that means:
- They become the appointment owner
- They get assigned the contact (if assignments are enabled)
- They’re usually the first person you add—but you can change that later
⚠️ Important: All participants still get notified when a booking happens, so no one’s left in the dark. 📬
Want to Charge for Appointments? You Can.
Yup, you can attach payment to your collective calendars, too.
Here’s how it works:
- The client pays first 💳
- Then the meeting gets confirmed 📅
- No payment = no booking = no wasted time (or no-shows)
Whether you’re offering paid consultations or premium onboarding sessions, this adds a layer of automation and security that just works.
Why I Love This Feature (And You Will Too)
I’ve seen Collective Booking totally clean up the chaos for agency owners and sales teams.
Instead of juggling a bunch of tools or Slack messages, now:
- Your team shows up aligned 🧠
- Clients book without friction 🙌
- You look like a total pro 😎
And if you’re combining this with Stripe, smart automations, and our HL Pro Tools stack… you’ve basically built yourself a self-scheduling, revenue-generating, team-aligning machine.
Want Help Making This Work for Your Agency?
Want done-for-you tools, weekly strategy calls, and the most helpful HighLevel community online?
Join us at gohighlevele.com and make your HighLevel setup run like a machine.💡
You’ll find:
- Pre-built tools that plug right into your account ⚙️
- Weekly strategy Zooms to keep you ahead 📈
- And training that doesn’t make your eyes glaze over 🧠
Ready to stop guessing and start dominating with HighLevel?