Documentation

Using Attendly

Attendly marks HighLevel appointments held on Zoom and Google Meet as Showed or No-show, per attendee, and saves meeting notes to each contact. Microsoft Teams support is coming soon.

Install

1. Open the HighLevel Marketplace and find Attendly.
2. Click Install and choose the sub-account. Agencies can install it on several sub-accounts at once.
3. Approve the requested access. Attendly gets the sub-account's calendar and contact access automatically; there is nothing to copy or paste.

On install, a few contact custom fields are created (see Fields and tags).

Connect a platform

1. In the sub-account, open Attendly from the left sidebar. You are signed in automatically.
2. Under Meeting platforms, click Connect next to Zoom or Google Meet.
3. Sign in with the account your HighLevel calendars use to create meetings, and click Allow.

Connect the account that hosts the meetings. Attendly can only read attendance for meetings that account organizes. You can connect all three platforms.

Requirements

The appointment's meeting location must be the Zoom or Google Meet link. HighLevel's own calendar integrations do this automatically.

How attendance is decided

About 10 minutes after an appointment ends, Attendly reads the participant list from the platform and matches each person to the booked contact:

1. Email matches the contact's email: strongest match.
2. Full name matches the contact's first and last name.
3. Similar name (accents, spacing and typos tolerated).
4. On a one-to-one appointment, a single unidentified guest is a possible match and is sent for review.

Hosts, HighLevel users on the appointment, and notetaker bots are ignored. If someone leaves and rejoins, their time is added up. Only time inside the appointment window counts, so a reused meeting room is handled correctly.

An attendee is marked Showed when they attended at least the minimum (5 minutes or 50% of the meeting, whichever is lower, by default). An attendee who never joined is marked No-show, as long as the meeting took place.

Only appointments still set to New or Confirmed are changed. A status your team sets by hand is never overwritten. HighLevel workflows that trigger on appointment status run as usual.

Rules and settings

All settings are on the app page in the sidebar and are saved in your HighLevel account (custom value Attendly Settings).

Class bookings

For class and group calendars, every booked contact has their own appointment with the same join link. Attendly treats them as one meeting, reads the participant list once, and decides each attendee separately. If an unidentified person joined, attendees who could not be matched get a review task instead of a No-show.

Meeting notes

For attendees who showed, a note is added to the contact's Notes with the attendance line and, when a transcript or platform summary exists, an AI-written summary, key points, decisions and action items.

• One-to-one appointments: full AI notes (default), attendance only, or no note.
• Class bookings: attendance only (default), the same session summary for everyone, or the session summary plus each person's own points.

Notes are generated with Google's Gemini model from the transcript. Transcripts are not stored. AI notes can contain mistakes; review important details.

Recording and transcription laws differ by country and state. Tell participants when meetings are transcribed.

Fields and tags

Tags: meeting-showed, meeting-noshow, meeting-late, attendance-review. You can rename them, or leave one empty to skip it.

Review tasks

When Attendly is not sure, it creates a task on the contact, assigned to the appointment owner and due today. The task explains why and lists unidentified participants with their minutes. Set the appointment to Showed or No-show in the calendar and complete the task.

Troubleshooting

Still stuck? Contact support.