{"slug":"booking-flow-email-capture","title":"Always Capture Email During Manual Booking to Enable Full Reminder Flow","tags":["ghl","booking","sales","sop"],"agent_summary":"When manually booking appointments in GHL (not through a form embed), the sales rep must capture and enter the email and first name on the contact record BEFORE creating the appointment, otherwise email reminders and calendar invites are skipped.","trigger_phrases":["booking without email ghl","manual appointment booking sop","email missing on booked contact","booking reminder not sending","ghl appointment booking flow","capture email during booking"],"runnable":true,"markdown":"## Manual Booking Flow: Always Capture Email\n\n### Problem\nWhen a sales rep books appointments manually in GHL (not through the embedded booking form), the form doesn't require email or first name. This means:\n- Email reminders get **skipped** (no email on file)\n- Calendar invites can't be sent\n- Desktop join links don't work\n- The booking confirmation workflow skips email steps\n\n### SOP for Sales Reps\n\n1. **Before booking**, navigate to the contact's detail page\n2. Fill in:\n   - **Email address** (ask on the call: \"What's a good email for the calendar invite?\")\n   - **First name** (if not already captured)\n3. Save the contact\n4. Go to **Appointments** tab on the contact\n5. Click **Add** to create the appointment\n6. Book as normal\n\n### Why This Matters\n- Booking confirmation SMS references checking email: \"You'll get a calendar invite at your email\"\n- No-show follow-up emails won't fire without email\n- Show rate drops significantly without email reminders\n- Desktop join links (for screen share demos) require email delivery\n\n### Script Addition\nAfter confirming the time:\n> \"Perfect, locking that in. What's the best email to send the calendar invite to?\"\n> \"And sorry, I didn't catch your name — what was it?\"\n\nThis naturally captures both data points before the booking is created.\n","html":"<h2>Manual Booking Flow: Always Capture Email</h2>\n<h3>Problem</h3>\n<p>When a sales rep books appointments manually in GHL (not through the embedded booking form), the form doesn't require email or first name. This means:</p>\n<ul>\n<li>Email reminders get <strong>skipped</strong> (no email on file)</li>\n<li>Calendar invites can't be sent</li>\n<li>Desktop join links don't work</li>\n<li>The booking confirmation workflow skips email steps</li>\n</ul>\n<h3>SOP for Sales Reps</h3>\n<ol>\n<li><strong>Before booking</strong>, navigate to the contact's detail page</li>\n<li>Fill in:\n<ul>\n<li><strong>Email address</strong> (ask on the call: \"What's a good email for the calendar invite?\")</li>\n<li><strong>First name</strong> (if not already captured)</li>\n</ul>\n</li>\n<li>Save the contact</li>\n<li>Go to <strong>Appointments</strong> tab on the contact</li>\n<li>Click <strong>Add</strong> to create the appointment</li>\n<li>Book as normal</li>\n</ol>\n<h3>Why This Matters</h3>\n<ul>\n<li>Booking confirmation SMS references checking email: \"You'll get a calendar invite at your email\"</li>\n<li>No-show follow-up emails won't fire without email</li>\n<li>Show rate drops significantly without email reminders</li>\n<li>Desktop join links (for screen share demos) require email delivery</li>\n</ul>\n<h3>Script Addition</h3>\n<p>After confirming the time:</p>\n<blockquote>\n<p>\"Perfect, locking that in. What's the best email to send the calendar invite to?\"\n\"And sorry, I didn't catch your name — what was it?\"</p>\n</blockquote>\n<p>This naturally captures both data points before the booking is created.</p>\n"}