Coordinating a meeting with multiple team members can feel like herding cats đąđąđą.
One person’s available at 10, anotherâs booked until 2, and the third mysteriously âonly has time between 11:43 and 12:11.â đ
But now? HighLevel dropped a feature thatâll make your life way easier: Collective Booking.
And if you run a sales team, support squad, or any kind of group workflowâyou’re gonna want to know how this works.
If you want hands-on experience on how to set up a collective booking, hereâs an interactive tutorial!
So What Is Collective Booking?
Collective Booking lets you create a shared calendar that pulls in availability from multiple team membersâso clients can schedule a time that works for everyone, instantly.
No back-and-forth. No confusion. No Slack threads that spiral out of control.
Itâs perfect for:
- đ¤ Sales calls that need both an AE and an SDR
- đ ď¸ Tech support that requires a rep + an engineer
- đ§âđź Interviews where both a recruiter and hiring manager need to show up
- đź Or literally any â2+ people need to be in the roomâ situation
How to Set One Up (Super Simple)
Hereâs the step-by-step:
- Head over to Calendars â Calendar Settings
- Click âCreate Calendarâ
- Choose Collective Booking
- Add your team members, set the location, and give it a clean URL
- Boomâyouâve got yourself a shared calendar with synced-up team availability đŻ
Whatâs This âPrimary Ownerâ Thing?
Every collective calendar needs a Primary Ownerâthe main point of contact for each booking.
Hereâs what that means:
- They become the appointment owner
- They get assigned the contact (if assignments are enabled)
- They’re usually the first person you addâbut you can change that later
â ď¸ Important: All participants still get notified when a booking happens, so no oneâs left in the dark. đŹ
Want to Charge for Appointments? You Can.
Yup, you can attach payment to your collective calendars, too.
Hereâs how it works:
- The client pays first đł
- Then the meeting gets confirmed đ
- 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)
Iâve 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 đ§
- Clients book without friction đ
- You look like a total pro đ
And if you’re combining this with Stripe, smart automations, and our HL Pro Tools stack⌠youâve 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 hlprotools.com and make your HighLevel setup run like a machine.đĄ
Youâll find:
- Pre-built tools that plug right into your account âď¸
- Weekly strategy Zooms to keep you ahead đ
- And training that doesnât make your eyes glaze over đ§
Ready to stop guessing and start dominating with HighLevel?