BR x David: Zenoti and GHL Sync

matched

Fri, Nov 21, 2025, 11:00 AM • —

Client

Princeton Medspa Partners

Participants

0 attendees

Action Items

0 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[-]NEUTRAL

No conversational content is provided to infer satisfaction, concerns, or tone; only participant metadata is available.

Meeting Quality

EFFECTIVENESS10%

NEEDS IMPROVEMENT

Relationship Status

stable

Executive Summary

The provided transcript contains only meeting metadata (title and participant list) and does not include any spoken dialogue, notes, or outcomes. As a result, no decisions, action items, or unresolved questions can be reliably extracted beyond the inferred meeting purpose of syncing Zenoti with GoHighLevel (GHL).

Key Topics Discussed

Zenoti and GoHighLevel (GHL) integration/synchronizationData mapping and sync requirements (inferred)Technical feasibility and implementation approach (inferred)

Follow-up Items

→Share the full meeting transcript/recording or detailed notes so decisions, requirements, and next steps can be captured accurately.
→Confirm the meeting objective and success criteria for the Zenoti ↔ GHL sync (e.g., which objects sync: leads/contacts, appointments, invoices, memberships, tags, custom fields).
→Identify the integration approach (native connector, middleware like Zapier/Make, custom API) and assign an owner to evaluate feasibility and effort.
→Schedule a technical discovery session to review Zenoti API access, GHL API/webhooks, authentication, rate limits, and data mapping.

Open Questions

?What specific data needs to sync between Zenoti and GHL (contacts, leads, appointments, services, providers, locations, payments, memberships)?
?Is the sync one-way or bi-directional, and what is the source of truth for each data type?
?What are the required triggers and timing (real-time via webhooks vs scheduled batch sync)?
?How should duplicates be handled (matching rules by email/phone, merge logic, conflict resolution)?
?What compliance/security constraints apply (HIPAA/PHI considerations, data retention, access controls)?
?Who owns ongoing monitoring and support, and what are the SLAs for sync failures?
?What environments are available for testing (sandbox accounts) and what is the rollout plan?

AI Recommendations

★Without an actual transcript or documented outcomes, effectiveness cannot be assessed; no decisions or action items are captured in the provided material.

Analysis generated: Dec 15, 2025, 7:44 PM