📅 Factronics USA — User & Calendar Configuration

Create these users and calendars in GHL Settings → Team & Calendars.

👤 Team Members

NameEmailRoleCalendar Assignment
Jovan Guticjovan.gutic@factronicsusa.comAdminPersonal sales calls calendar
Alejandro Guticalejandro.gutic@factronicsusa.comAdminPersonal sales calls calendar
Frank Castellanosfrank.castellanos@factronicsusa.comSalesPersonal calls + Demo Van Visits (round-robin)
Jesus Castrojesus.castro@factronicsusa.comSalesPersonal calls + Demo Van Visits (round-robin)
Michael Hernandezm.hernandez@factronicsusa.comSalesPersonal calls + Demo Van Visits (round-robin)

📆 Calendar Configuration

Calendar NameTypeDurationAvailabilityAssigned ToBooking Rules
Demo Van Visits 🚐 Round-robin 90 min Mon–Fri 9am–4pm ET Frank C., Jesus C., Michael H. Min 2 business days advance. Max 2/day. 30 min buffer.
Frank Castellanos — Sales Calls Fixed 45 min Mon–Fri 10am–5pm ET Frank Castellanos Max 3/day
Jesus Castro — Sales Calls Fixed 45 min Mon–Fri 10am–5pm ET Jesus Castro Max 3/day
Michael Hernandez — Sales Calls Fixed 45 min Mon–Fri 10am–5pm ET Michael Hernandez Max 3/day
🚐 Demo Van Rule: Visits must be scheduled minimum 2 business days in advance. The round-robin calendar assigns the visit to whichever sales rep is available. Personal calendars are for follow-up calls and virtual meetings.

🔔 Notification Settings

EventRecipientChannelTiming
New BookingAssigned sales repIn-app + EmailImmediately
Reminder (to sales rep)Assigned sales repIn-app24h before
Reminder (to lead)ContactWhatsApp24h + 1h before
CancellationAssigned sales repIn-app + EmailImmediately
ReschedulingAssigned sales repIn-appImmediately
No-show follow-upContactWhatsApp30 min after

🔌 Integration Settings

IntegrationStatusNotes
Google CalendarPendingPrimary calendar for booking
WhatsApp BusinessPendingPrimary messaging channel
Gmail / SMTPPendingEmail sending
Facebook / InstagramPendingSocial + ads connection
LinkedInPendingProfessional network
Google Business ProfilePendingLocal presence