GoHighLevel build sheet
How the booking funnel is built
A landing page, a qualifying form, a GHL calendar and a confirmation page, connected to one pipeline. The goal is not just booked appointments. It is patients who actually show up.
Funnel steps
Step 1Landing page · /free-consultationOffer, treatments, dentist, studio, reviews, financing, FAQ. Every button goes to the form.
Step 2Qualifying form · /book3 questions, then contact details. Contact is saved before the calendar, so drop-offs can be followed up.
Step 3Calendar · /book/timeGHL calendar widget. Visit type and length set from the treatment answer.
Step 4Confirmation · /bookedAppointment details, add to calendar, what to bring, directions, reschedule link.
Form fields
| Question | Custom field | Options → value | Used for |
|---|---|---|---|
| What would you like to improve? | treatment_interest | aligners · implants · veneers · whitening · unsure | Calendar type, email content, pipeline value |
| When would you like to start? | start_timeline | asap · 1-3m · research | Lead priority. "research" gets a nurture sequence |
| Do you have dental insurance? | insurance_status | ppo · other · none · unsure | Front desk checks benefits before the visit |
| Name, email, mobile | Standard fields | + sms_consent | Confirmation and reminders |
Calendars
| Treatment answer | Calendar | Length | Opportunity value |
|---|---|---|---|
| aligners | Clear aligner consultation | 30 min | $4,800 |
| implants | Implant consultation + 3D scan | 45 min | $4,200 |
| veneers | Smile design consultation | 30 min | $9,600 |
| whitening | Whitening consultation | 20 min | $495 |
| unsure | Smile consultation | 30 min | $2,500 |
Pipeline: New Patients
Stage 1Form started
Stage 2Booked
Stage 3Confirmed
Stage 4Showed
Stage 5Treatment accepted
LostNo-show / Not now
Workflow 1: form submitted, not booked
TriggerForm submitted, no appointment after 30 minContact is in stage "Form started".
+30 minSMS: Still want your free scan?Direct link to the calendar.
+1 dayEmail: See what your new smile could look likeBefore/after stories for their treatment.
+3 daysTask for front deskCall the lead. Highest-value treatments first.
Workflow 2: appointment booked
TriggerCustomer booked appointmentMove to "Booked", add tag consult:booked, set opportunity value.
InstantlyEmail + SMS confirmationDate, time, address, parking, reschedule link.
InstantlyInternal notificationFront desk alerted with treatment and insurance answers.
2 days beforeEmail: health formSaves time at check-in.
24 hours beforeSMS: Reply C to confirmA reply of C moves the contact to "Confirmed".
2 hours beforeSMS: See you soonWith directions and parking.
Workflow 3: after the visit
ShowedThank-you email + plan recapTreatment plan and financing link. Review request after 3 days.
No-showSMS within 15 min: We missed youRebooking link. Then email on day 1 and a call task on day 2.
Not nowMonthly nurture for 6 monthsOffers, patient stories and a re-booking link.