Lets say you want your bot to book to one calendar in certain situations and book to another calendar in other situations. This could be to other team member's calendars, different appointment types, or any other circumstance where you need your bot to have access to multiple different calendars. CloseBot has the power to do this!
Updating Field Used to Point to Different Calendars Later
For this scenario, my bot works for a plumbing company. I have an objective set up to find out whether the type of job is a repair or install. Depending on what type of job it is, we will then book to either our repair calendar or our install calendar.
First, we are going to create the Type of Job objective so we can conversationally update a custom field as either repair or install. If this field updates to Install, we will book an appointment on our install calendar. If this field updates to Repair, we will book an appointment on the repair calendar.
Dynamic Calendar ID
Next, lets create our booking objective. Select Other from the dropdown of calendar options and reference our custom field variable that will hold the calendar ID where we want to book an appointment.
We will create a Custom Field in GoHighLevel that will have the Contact ID of the calendar that we want to book an appointment on. We will use a workflow to update the value of this field when we know the Type of Job from above.
Workflow Trigger
We want our workflow to trigger when our field Type of Job has updated. When this field has changed, we want to update our Custom Field to reflect the Calendar ID that we want to use (you will have to create this custom field on your own).
Workflow Action to Update Calendar Field
Now that the trigger is ready lets add a condition with my two Type of Job options (repair and install). If the job is Repair, we want to update our Calendar field accordingly. Alternatively, if the job is Install we want to update the Calendar field with the appropriate calendar ID for our install calendar.
Finding Calendar IDs
To find your calendar IDs, navigate to the following in your GoHighLevel sub-account:
Calendars ➡️ Calendar Settings
Then click copy next to the calendar ID that you want to copy
Paste the appropriate permanent links into your custom field Calendar value section.
Do this for bot the Repair scenario and the Install scenario.
Click save and publish this new workflow to dynamically book to different calendars with CloseBot!
Important: Keep in mind with this setup that if the field Calendar is ever blank, your bot will not be able to appropriately find availability or book an appointment to the calendar.