# HYROS Installation: GoHighLevel Scheduler (Calendars & Forms)

## OVERVIEW

This guide covers tracking for:
- GHL Calendars (appointment booking)
- GHL Forms (optional)
- GHL Lead Stages (optional)

**Prerequisites:** Complete the main GoHighLevel integration first (see gohighlevel.md).

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## REQUIREMENTS - Collect Before Starting

| Item | Ask User |
|------|----------|
| GoHighLevel Integration | "Is the main GoHighLevel integration already set up in HYROS?" |
| Thank-You Page URL | "What is your thank-you page URL after booking?" |
| Calendar Names | "Which calendars do you want to track?" |

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## TRACKING GHL CALENDARS

### Step 1: Open Calendar Settings

**If automating:**
In GoHighLevel, go to the Calendars tab. Find the calendar you want to track and click the pencil icon to edit it.

**If guiding user:**
1. "In GoHighLevel, go to the Calendars tab."
2. "Find the calendar you want to track and click the pencil icon to edit it."

→ Confirm: "Are you in the calendar settings?"

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### Step 2: Add Tracking Parameter to Redirect URL

**HYROS Calendar Tracking Parameter:**
```
?phone={{contact.phone}}&email={{contact.email}}
```

**If your URL already has parameters, use:**
```
&phone={{contact.phone}}&email={{contact.email}}
```

**If automating:**
In the calendar settings, open the Forms & Payment section. Find the Redirect URL field (the thank-you page link). Add the HYROS tracking parameter to the end. Click Save.

**If guiding user:**
1. "In the calendar settings, open the Forms & Payment section."
2. "Locate the Redirect URL field (the link to your Thank You page)."
3. "At the end of this URL, add the Hyros tracking parameter:"
   - `?phone={{contact.phone}}&email={{contact.email}}`
4. "If you already have UTM parameters, replace the '?' with an '&' before adding."
5. "Click Save."

→ Confirm: "Is the tracking parameter added to the redirect URL?"

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### Step 3: Ensure Proper Embedding

**Important:** Make sure the calendar is embedded on a page hosted on your own domain. This allows Hyros to track the lead's click history and attribute call events correctly.

→ Confirm: "Is the calendar embedded on your own domain?"

---

## TRACKING GHL FORMS (Optional)

### Step 1: Open the Form

**If automating:**
In GoHighLevel, go to Sites → Forms. Find the form you want to track and click Edit.

**If guiding user:**
1. "In GoHighLevel, go to the Sites tab. Click on Forms."
2. "Find the form you want to track and click Edit."

→ Confirm: "Are you in the form editor?"

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### Step 2: Add HTML Element with Script

**If automating:**
In the form editor, find the HTML element. Drag and drop it to the top of the form. Click on the HTML element, then click Edit HTML. Paste the HYROS tracking script. Click Save.

**If guiding user:**
1. "Inside the form editor, locate the HTML element."
2. "Drag and drop it to the top of the form."
3. "Click on the HTML element, then click Edit HTML."
4. "Go to your Hyros account → Tracking tab."
5. "Click Copy to copy your Hyros tracking script."
6. "Paste the script into the HTML editor."
7. "Click Save."

→ Confirm: "Is the script added to the form?"

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## TRACKING GHL LEAD STAGES (Optional)

### Step 1: Open GHL Integration Settings

**If automating:**
In HYROS, go to Integrations. Find the GoHighLevel integration and click the Edit button.

**If guiding user:**
1. "In your Hyros account, go to Integrations."
2. "Find the GoHighLevel integration and click the Edit button."

→ Confirm: "Are you in the GHL integration settings?"

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### Step 2: Configure Lead Stage Rules

**If automating:**
In the integration settings, find the Lead Stages Rules section. Click Lead Stage to configure. Use the tags applied in GoHighLevel to define each stage. Create the corresponding lead stage in Hyros for each tag.

**If guiding user:**
1. "In the integration settings, locate the Lead Stages Rules section."
2. "Click the Lead Stage button to configure tracking."
3. "Use the tags applied in GoHighLevel to define each stage."
4. "For each tag that represents a stage in GHL, create the corresponding lead stage in Hyros."

When the specified tag is applied to a lead in GoHighLevel, Hyros will automatically mark that lead as having reached the corresponding lead stage.

→ Confirm: "Are lead stages configured?"

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## TROUBLESHOOTING

### Calendar bookings not tracking?
- Verify the redirect URL includes the tracking parameter
- Make sure the calendar is embedded on a tracked page (with Universal Script)

### Forms not tracking?
- Check the HTML element is at the top of the form
- Verify the HYROS script is pasted correctly

### Lead stages not updating?
- Confirm the tags in GHL match the ones configured in HYROS
- Check that the tag is actually being applied to contacts

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## Source
Synced from: docsContent.ts (gohighlevelSchedulerGuide)
Last synced: 2026-01-03