Create a Full Booking + Payment + Reminder Flow

✅ What You’ll Learn

• How to create a calendar booking link in HighLevel
• How to collect payments using Stripe at the time of booking
• How to send automated reminders before the appointment

🔍 Before You Start

• You must have a HighLevel account with calendar and workflow access
• You need a free Stripe account to collect payments
• Optional: a custom domain to host your booking page

📘 Step-by-Step Instructions

🟦 Part 1: Connect Stripe

1. Go to Settings → Integrations in your HighLevel sub-account
2. Click Connect Stripe and log into your Stripe account
3. Authorize the connection — you’re now ready to accept payments inside forms and calendars

🟨 Part 2: Set Up a Calendar

1. Go to Settings → Calendars → Click + New Calendar
2. Choose Unassigned or link to a specific team member (user)
3. Set your availability (days, time range, buffer time, max bookings per slot)
4. Enable “Use Sticky Contact” and “Send Notifications” (optional)
5. Save and publish the calendar

🟩 Part 3: Add a Payment Form

1. Go to Sites → Forms and create a new form
2. Add fields: Full Name, Email, Phone (optional)
3. Under Elements, drag in the “Stripe One-Time Payment” field
4. Set the payment amount (e.g., $50 deposit or full amount)
5. Click Integrate with Stripe if prompted
6. Save and name your form (e.g., “Consult Booking + Payment”)

🟧 Part 4: Build the Booking Page

1. Go to Sites → Funnels → + New Funnel
2. Add a page step → Use a simple booking layout or start from blank
3. Drag in your Calendar and your Payment Form
4. Add a short explanation of the service and pricing
5. Preview and test the booking flow from start to finish

🟨 Part 5: Automate Reminders with a Workflow

1. Go to Automations → Create Workflow
2. Trigger: Appointment Booked → Choose your Calendar
3. Actions:
   • Send SMS Reminder → 1 day before
   • Send Email Reminder → 2 hours before
   • Optional: Add Tag or Update Contact Info
4. Activate the workflow

🟩 Part 6: Test Everything

1. Use incognito mode to book a test appointment and pay with Stripe
2. Confirm the appointment shows in the Calendar
3. Check that the payment appears in Stripe
4. Ensure the SMS/email reminders are delivered on time

⚠️ Common Issues & Fixes

• Payments not showing in Stripe? — Double-check the Stripe field is connected and not in test mode
• Calendar not visible? — Make sure it’s added to the funnel page and published
• Reminders not firing? — Ensure workflow trigger is linked to the correct calendar

🧰 Tools & Pricing Breakdown

• HighLevel – $97/month
• Stripe – No monthly fee, 2.9% + 30¢ per transaction
• Custom Domain (optional) – ~$12/year