THE RESULT YOU'RE WORKING TOWARD
Done means it works.
The visitor selection corresponds to the correct appointment and cancellation or rescheduling produces the intended state.
Practice project: Harbor Demo01 / GET READY
Before you start.
- Platform / editor
- HighLevel sub-account; feature availability varies by account
- Access & plan
- Authorized demo sub-account and relevant user permissions. Calendar, messaging and AI features may require additional plan access or usage charges. No purchase is part of these guides.
- Starting point
- Complete the previous lesson or use an equivalent prepared demo project.
Keep a note of the exact account, project and version you use. Work with demo data and record the expected result before making changes. Never place passwords, verification codes or private customer records in your evidence.
02 / LEARN THE TOOL
Open the official walkthrough.
Use the publisher's instructions and available screenshots to locate the current controls. Then return here for the SETLY exercise and its result checks. These links open on the publisher's website.
Source credit belongs to the named publisher. These are external references, not SETLY recordings or a claim of affiliation. Screen names and plan availability can change.
03 / PUT IT INTO PRACTICE
Your task, step by step.
Use one labelled demo record or project so you can find your work again. Finish each action before continuing; if the screen differs, consult the matching official source rather than guessing.
- 01
Step 1
Use an approved test contact and open the booking page as a visitor. Record the displayed time zone before selecting a slot.
- 02
Step 2
Choose an available appointment and enter the approved demo details. Only submit when the test's notification settings are understood.
- 03
Step 3
Find the appointment in the demo account and compare service, owner, contact, start time and time zone.
- 04
Step 4
Cancel or reschedule the test, then verify the updated record and relevant workflow behavior. Remove the test only after retaining non-sensitive evidence.
04 / GET UNSTUCK
If something goes wrong.
Start with the likely cause
If the times seem different, compare time zones before declaring the appointment wrong. Check calendar and contact records separately.
My screen is different from the guide
Check the product, editor, account role and selected project first. Open the credited official instructions for your version. Record the difference and pause any action whose effect you cannot verify.
The screen looks correct, but the result is missing
Inspect the saved record, published page or execution log that should prove the action. A preview, success message or draft is not always evidence that data was stored or a message was delivered. Retest with one unique demo value.
05 / PROVE THE RESULT
Check it before you call it done.
The visitor selection corresponds to the correct appointment and cancellation or rescheduling produces the intended state.
Keep useful evidence
Record the test date, project/version, expected result, observed result and a non-sensitive screenshot or record reference. Mark anything you did not test as untested. Your checkmarks do not certify an untested result.
Download the editable verification checklist ↓Guide status: original written practice exercise with credited external references. SETLY screen recording and independent learner reproduction are not yet complete.