Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Calendar disconnected
Plan a calendar review when a previously used booking setup is turned off.
Watch the playbook
The client problem
A calendar used for bookings has been turned off.
What GoCSM looks for
A calendar that had bookings in the previous 90 days was turned off in the last 30 days.
What to do next
- Review the affected calendar.
- Check the booking path.
- Offer help restoring the required connection.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Calendar disconnected" workflow.
- Uses calendar changes GoCSM reads from the client account (not part of the Login Activity plan).
Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.
70 playbooks. 48 install as ready workflows.
Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.
Related playbooks
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.