New visit

Schedule a home visit

Pick a client and rep, choose a time, and book. The rep gets a text — no GHL login needed.

Client

Select a client from the list on the left.

Assignment

Assigned rep *

Service

Duration

When & where

Date *

Start time *

Open slots load when you pick a date.

Rep availability notesChoose a rep to see their availability notes.

Booked by

Who took this booking — saved in the appointment notes. Customer Care always owns the appointment.

Visit address

Prefilled from the client record — edit if the visit is somewhere else.

Notes for the rep

Dispatch ticketNot booked

When—

Client—

Rep—

Service—

Where—

On booking: added to the dispatch calendar, rep texted, client confirmed.

New appointment

Book an appointment

Pick a client, a calendar and a host, then a time. GHL uses the calendar's own meeting location and sends its own confirmations.

Client

Select a client from the list on the left.

Calendar & host

Calendar *

Host *

Only people on that calendar's team in GHL.

When

Date *

Start time *

Open slots load when you pick a date.

Duration

Notes

Team

Sales reps

Add or edit reps. New reps get a test calendar invite with setup steps, so their appointments land on their calendar.

Dispositions

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Office Console

Schedule a home visit

Book an appointment

Sales reps

Dispositions

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