Overview -
Go High Level is designed to save you time by automating repetitive tasks, ranging from appointment booking to lead communication and pipeline management. Our integration is built to help in your customer acquisition phase. This article will walk you through how to integrate ChiroHD and GHL. With this integration, GHL calendars and ChiroHD will communicate with each other so that customers can schedule their own appointments through your office's marketing campaigns. By leveraging GHL calendars, you can effortlessly manage appointments, ensuring a cohesive experience for both your team and clients.
Per Go High Level, an office has to be working with a marketing company in order to use GHL.
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Our integration with Go High Level will only sync the following:
customer data
scheduled appointments
referral sources
Instructions -
1. Navigate to Your Location
Go to your live location (you cannot set this up at the system level or within your training location) > Initial Setup > Integrations.
2. Enable Go High Level Integration
Navigate to Go High Level > toggle to Enable > click Authenticate.
Note: Ensure you are logged into GHL on a different tab in the SAME browser that you have ChiroHD open. If not, you will be redirected and prompted to log in.
3. Select the Location to Sync
Select the location you would like to sync via the sub-account drop-down menu. It should pop up automatically.
If your sub-account does not automatically pop up, click in the blank drop-down menu to pull it up.
4. Connect to a Go High Level Calendar
Click Connect to a Go High Level calendar.
Calendar Configurations
A - Go High Level Calendar: Select the GHL calendar that you would like to sync to ChiroHD.
B - ChiroHD Calendar: Select the ChiroHD calendar where you would like the GHL appointments to show up. If certain settings are selected (step E), it can also sync appointments on this calendar into the above selected Go High Level calendar (step A).
C - Appointment Type: All appointments synced to ChiroHD will be created with this appointment type.
What this means is that when a lead has booked on the specified GHL calendar (Step A), we will copy that lead over as a patient on your ChiroHD calendar (Step B) with the desired appointment type (Step C).
D - Send SMS & Emails: This will enable or disable communication from ChiroHD to appointments that are synced from GHL. This is typically used when communication, such as paperwork, is sent out through GHL. If you choose to not disable communication, please know that your patients may receive duplicate emails as they will come from ChiroHD as well as any settings you have set up in GHL.
E - Syncing Method:
Sync from Go High Level to ChiroHD: This is only a one way sync method. It will only sync appointments that are created in GHL, and sync them into ChiroHD. The only data we push back to GHL is if any changes are made to the synced appointment.
Sync both ways between calendars: This setting will allow two-way syncing by additionally taking any new patients that you manually add into ChiroHD, and sync them into GHL. Please note, appointments will only sync over to GHL that match your configurations that have been set up in the prior steps.
F - Sync Availability to Go High Level (BETA): This setting will block off times on your GHL calendar if the calendar in ChiroHD is full. This will help prevent double booking of your new patient appointments.
Please note this is a beta feature meaning it is in a trial and testing process, so please expect some unexpected behavior and updates.
5. Hit Save
6. Contacts
Sync Contacts from go High Level Without Appointments: Disable this to only sync contact from Go High Level that are created in conjunction with an appointment. Alternatively, if this is enabled, any contact created GHL (regardless if that lead has an appointment) will sync into ChiroHD.
Referral Sources
Go High Level contacts have a field called "Contact Source." When a contact is synced from Go High Level to ChiroHD, this field can be mapped to a referral source in ChiroHD. This can help you accurately track where you new patients are coming from in ChiroHD. This setting will simply map that referral source name in GHL into ChiroHD and set the referral source in the patient's profile. This will help ensure that your marketing analysis report in ChiroHD is accurate.
This function is automatically enabled. You do not need to "set up" anything on this tab because when contacts are added in GHL, the mapping will add to this tab automatically. Please check this tab periodically to make sure mapping is correct.
7. Calendar Icon
An appointment that has been synced from GHL into CHD will appear on your calendar with a sparkle icon. This way you can quickly identify the source of this appointment.
FAQ -
Does a clinic need two different Twilio numbers for GHL? Or can they use the same number for CHD and GHL?
A clinic needs to use two different Twilio numbers. Each service requires a separate Twilio account, so the clinic will need one number for ChiroHD and a different number for Go High Level (GHL will manage that number).
Is there a limit to the number of calendars you can sync with GHL?
No there is no limit at this time.
Can you only link one calendar per appointment type? Meaning can I only have one GHL calendar sync to one appointment type, or could I have two different GHL calendars sync with one appointment type? If I had two different New Patient calendars sync to one ChiroHD new patient visit type?
You can only sync one GHL calendar with one ChiroHD calendar. However, it's possible to sync multiple GHL calendars with one ChiroHD calendar...as long as the appointment types differ.
For instance:
GHL Calendar 1 > Synced with CHD Calendar 1 > Appointment Type 1
Then,
GHL Calendar 2 > Synced with CHD Calendar 1 > Appointment Type 2
This setup ensures seamless integration while accommodating various appointment types.