A sub-account with a clear identity
Name the account for the client and business. Set the correct time zone so appointments land where they should.
BookRight / GoHighLevel setup
Get your booking system built right.
A clean GoHighLevel foundation for your next client—or your own business. Calendars, pipelines and permissions, set up for the Retell connection.
For agencies onboarding clients. For owners taking control.
The foundation first
Organized. Connected. Ready.
Our setup commitments
Clear naming. No account clutter.
Permissions with purpose.
Optional automations, not extra noise.
The BookRight blueprint
Every connection starts with a solid foundation.
One repeatable setup sequence. Seven checkpoints to bring your sub-account into shape before connecting Retell.
New client or master account?
Use the same blueprint. Tailor the hours, services and follow-up to the business.
A calendar built around real working hours
Create BookRight Bookings or use your existing calendar. Choose appointment duration, working hours and buffer times. Online booking is optional.
A pipeline you can actually follow
New Lead → Appointment Booked → Showed / Completed → No-Show → Closed Won or Closed Lost. Keep the journey visible from first contact to outcome.
Tags that tell the story
BookRight-AI, Appointment-Booked, Missed-Call-Recovered and Transferred-to-Human make each interaction easier to identify.
Useful context, without the clutter
Optional custom fields capture preferred contact method, service type, estimated job value and source: AI Voice or Missed Call Text.
The bridge to Retell
Create a private integration named Retell AI. Configure the required contact, opportunity, calendar and custom-field permissions, then securely retain the token and Location ID.
Follow-up that fits your operation
Optional workflows send booking confirmations by SMS or email, notify the owner when Appointment-Booked is applied, and support a weekly summary. Reports can also run through Make.
Retell integration: exact permission scopes
- contacts.readonly + contacts.write
- opportunities.readonly + opportunities.write
- calendars.readonly + calendars/events.readonly + calendars/events.write
- locations/customFields.readonly
Find these in Settings → Private Integrations. Keep the token private; do not share it through a public form.
Your next account. Done right.
Stop piecing it together.
Start with BookRight.
Tell us whether you’re setting up a client or your own master account. Let’s map the foundation for your Retell connection.
Let’s plan your setup