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Overview

Automate deposit collection when clients book appointments. This reduces no-shows and streamlines the booking process using GoHighLevel’s payment system and workflow automation.

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Setup

1

Create the Deposit Product

  1. Go to Payments > Products in GoHighLevel
  2. Click + Create Product
  3. Name: “Appointment Deposit”
  4. Type: Digital Good / Service
  5. Price: Your desired amount (e.g., $50)
  6. Save
2

Generate the Payment Link

  1. Go to Payments > Payment Links
  2. Click Create Payment Link
  3. Select your deposit product
  4. Copy the generated URL
3

Create the Booking Trigger Workflow

  1. Go to Automation > Workflows > Create New
  2. Trigger: Appointment Status → Confirmed
  3. Action: Send SMS:
“Hi {{contact.first_name}}, your appointment is reserved! Secure your spot: [Payment Link]”
  1. (Optional) Add a Wait step + reminder if unpaid after 24 hours
4

Create the Payment Confirmation Workflow

  1. Create a second workflow
  2. Trigger: Order Submitted (filter: Appointment Deposit product)
  3. Action: Send SMS/Email: “Thank you! Your deposit is received. Your appointment is fully secured.”
  4. Action: Update Contact Tag → “Deposit Paid”

No-Show Followup

Automate no-show follow-ups

Transcript Workflows

Send conversation transcripts

Multi-Calendar Booking

Book across multiple calendars