Calendar (Cal)

The calendar feature replaces the need for an external booking widget. Customers often try to get their leads on calls to discuss tactics, do demonstrations, or provide services. The team's calendars can allow a single user to offer multiple appointment types(i.e., spas, and salons) or for multiple users to get round-robin assigned to the same type of appointment (i.e., sales calls).

Calendar>Appointments Per Day 

The appointments per day refer to the total number of appointments that can be booked on a single day. For example, if there are 30-minute appointment slots in an 8-hour day, that's 16 appointments per day. That may not be desired, so setting a number of appointments per day will limit the number of appointments to that number on a daily basis.

Calendar>Appointments Per Slot

The appointments per slot refer to the number of people who can book an appointment. Normally, this is kept at 1 unless a multiperson event such as a webinar exists.

Calendar>Buffer Duration

Buffer Duration determines how frequently appointments can be booked in relation to each other by adding a buffer time after every appointment. For example, if an appointment slot duration is 30 minutes and is set for 10 AM with a buffer of 15 minutes, the very next appointment time would be 10:45 AM.

Calendar>Date Range

The date range refers to how far in advance an appointment can be booked.

Calendar>Minimum Scheduling Notice 

The minimum scheduling notice is the minimum amount of time an appointment must be booked ahead of the requested appointment.

Calendar>Slot Duration

Slot Duration determines the length of the appointment.

Calendar>Slot Interval

Slot Interval determines how frequently the appointments are available.

Campaign 

A campaign refers to the software portion where you will set up various online avenues to promote your products and services.

Chat Widget 

A pop-up can be placed on a website to gather contact info and create a conversation for the contact. Think of it as a sophisticated contact us form since there is no two-way chatting on this feature. All follow-ups will be done over the phone or by email.

CNAME Record 

A Canonical Name or CNAME record is a type of DNS (Domain Name System) record that maps an alias name to a true or canonical domain name. In other words, it's the "master version" of a page on your website that you want search engine crawlers to find. As you launch marketing campaigns and track users, information gets added to the end of your unique page URLs. From the crawlers’ point of view, this means you have multiple versions of the same page without a clear indication of which one is "right." When you set up a canonical URL in the page's HTML, you tell search engines which version of the page you want visitors to see.

Company 

The company is the place where you can make changes to the client's business information.

Contact (aka Lead) 

A profile of an individual who can be tracked on the platform. Typically, the profile includes the name, contact methods, additional info about the individual, a history of activity, and appointments booked. Conversations can also be held on the contact profile. (See also Lead)

Conversations (Convo)

Many companies have a presence across many communication channels (i.e., SMS, email, Facebook messenger). The conversations area allows users to see all the messages from the lead regardless of the platform or contact method. This means customers no longer have to flip through multiple tabs and applications to track what was said to the lead.

Conversion Leads

Facebook conversion leads integration helps your Facebook lead ads optimize for the quality of leads instead of the volume of leads. When users submit the lead form, their contact information is captured and synced in Highlevel's CRM. This contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnel. As each Lead moves through the sales funnel, the conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales conversion.

CRM

(Technical Jargon Abbreviation) Customer Relationship Management. The CRM is the list of contacts in the system and the tools you have to interact with them. We provide options to book appointments, send them communication, and maintain data about each individual.

CSS

(Technical Jargon Abbreviation) Cascading Style Sheets

CSV

(Technical Jargon Abbreviation) Comma-separated values

Custom CSS (aka Custom Coding) 

CSS coding can be used to modify the appearance of the platform. HTML coding can be used to modify the functionality of the platform. We typically do not do builds or provide support for any custom coding, but we have several partners that can provide these services.