Operations
Coordinate client appointments, internal attendees, availability, and future Google/Zoom integrations.
Phase 4 — Calendar & Scheduling. Schema is live in Supabase. Multi-attendee role-based booking (Lead Agent, Required Co-Presenter, Office Manager, Observer) solves the GoHighLevel single-organizer limitation. Google Calendar and Zoom integrations are scaffolded only — OAuth and sync wire up in Phase 4b/c.
Appointments This Week
4
Pending Scheduling Requests
2
Available Staff
3
Multi-Attendee Meetings
2
Internal staff with role designations.
Google Sync
Not Connected
OAuth lands in Phase 4b/c.
Zoom Readiness
Phase 4b
Tied to appointment lifecycle.
May 3, 2026 · 2:00 PM – 2:45 PM
Primary Client
David Chen
Organizer
Marisol Lopez
May 4, 2026 · 2:00 PM – 3:00 PM
Primary Client
Patrice Thompson
Organizer
Marisol Lopez
May 6, 2026 · 1:00 PM – 1:45 PM
Primary Client
Reina Velasquez
Organizer
Marisol Lopez
May 3, 2026 · 4:00 PM – 4:20 PM
Primary Client
Patrice Moreau
Organizer
Donna Pinder