Knowledge base

Customer Support

Learn more about HighLevel customer support, billing inquires, and more!

General Support Info (3)

• 24/7 Customer Support Options
• Troubleshooting Zoom Issues in HighLevel Support Calls
• Kollab Support Dashboard

Software Migration Guides (16)

• ActiveCampaign to HighLevel (Migration Guide)
• ClickFunnels to HighLevel (Migration Guide)
• Skool to HighLevel (Migration Guide)

View all 16

Agency View

Learn more about the Agency View, including tabs and settings exclusive to account owners and admins!

Agency Dashboard (2)

• Agency Dashboard for Rebilling
• Selling Marketplace Snapshots with SaaS Plans

Prospecting Tool (5)

• Core Functionality
• Marketing Audit Reports
• Performance Metrics

View all 5

Reselling (1)

• SaaS: Reselling Add-Ons with SaaS Plans

Agency Settings (2)

• How do I check my agency plan?
• SaaS: Multiple Payment Providers/UI Enhancement

AI Employee

Get Started w/ AI Employee (3)

• AI Tools in HighLevel
• AI Employee Overview
• HighLevel’s AI Employee Promo

Voice AI (5)

• AI Voice Agents Overview
• Creating Voice AI Agents
• Testing Voice AI Agents

View all 5

Funnel AI (1)

• How to Enable and Rebill Funnel AI

Workflow AI (1)

• Workflow AI Assistant

Conversation AI (6)

• General
• Training the Bot
• Modes

View all 6

Content AI (6)

• Content AI in Social Planner
• Content AI in the Email Builder
• Content AI in Funnels and Website

View all 6

SaaS Mode

Saas Mode (34)

• SaaS Mode - Full Setup Guide + FAQ
• Best Practices For Using Stripe With Your Agency Dashboard
• How To Connect Stripe To Your Agency Dashboard

View all 34

Phone System

General (5)

• Number Intelligence - Number Validation, Spam Detection, and Unknown Caller
• How to use the client's own Twilio account for the location?
• How to use Custom CSS to hide the Twilio error banner

View all 5

Calling (21)

• Call Events Not Working for Twilio
• Geo Permissions Issues with Twilio
• Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"

View all 21

LC Phone System (12)

• How do I migrate my agency and sub-account over to LC Phone?
• Why is your account suspended
• Regulatory Bundle and Address Creation for Sub-Accounts

View all 12

Messaging (21)

• SMS Not Sending / Delivering to Contacts
• SMS Contains Pieces of Code
• SMS still coming from old Twilio number when I got a new one?

View all 21

A2P registration (12)

• US Phone Number Registrations
• [A2P Registration] Opt-In Form - Terms and Conditions Guidelines
• A2P 10DLC Brand Approval Best Practices

View all 12

Voicemail (2)

• Voicemail For Company And For Users
• Voicemail Drop File Conversion

Phone numbers (15)

• Moving numbers out of an LC Phone Sub-account to the client's own Twilio account
• Moving numbers to an LC Phone Sub-account from the client's own Twilio account
• Moving Numbers tool across sub-accounts

View all 15

Email

General (7)

• Sending Priority - From Name & Address
• Email Services Configuration - Reply & Forward Settings
• List of all outgoing system generated emails

View all 7

Deliverability (9)

• An Introduction To Email Deliverability
• Step by Step guide to Creating Custom Unsubscribe Links
• Workflow Action based on Email Event Clicked/Opened

View all 9

LC Email (17)

• LC Email Dedicated Domain and IP
• LC Email Settings
• What is LC Email?

View all 17

MailGun (16)

• Mailgun - Overview
• Step-by-step guide to set up Mailgun
• Mailgun Setup - GoDaddy Domain Setup

View all 16

SMTP Providers (9)

• Setting Up SMTP Providers
• Using Google/Gmail/Google Workspace as your SMTP Provider
• Setting alias for Google smtp

View all 9

Troubleshooting Email (9)

• Email Error Library for supported SMTPs
• How to check logs for a specific email in Mailgun
• How to fix links in the email that do not open?

View all 9

LC Communication Billing (1)

• How do I analyze my Agency's Spending on LC Communications?

Contacts

Smart Lists (22)

• Adding Files To Contacts
• Allow duplicate contact explained
• AND/OR Filters

View all 22

Contact Details View (1)

• Create Subscriptions & Invoices in Contact Profile

Bulk Actions (3)

• Bulk Add and Remove Tags from Contacts
• Bulk Send SMS via Contacts
• Importing Contacts and Opportunities via CSV

Contacts (6)

• Documents
• Contact Type
• Followers

View all 6

Updating Contact Properties (1)

• Associating Contacts using Custom Labels

Conversations

Conversations (18)

• Unread VS Read - Must Manually Mark as Read
• View & Edit AI Response Info in Conversations
• How to use Conversation Filters & Bulk Actions Overview

View all 18

Marketing

Social Planner (38)

• How to connect to your Facebook Page(s)
• Facebook Publishing Troubleshooting Guide
• How to connect to your Google My Business Location(s)

View all 38

Email Builder (38)

• Email Templates vs Email Campaigns
• How to send a Regular Email Campaign (Send Now or Schedule)?
• How-to Send RSS Email Campaign(s)

View all 38

Ad Manager (6)

• Getting Started w/ Ad Manager
• Ad Manager Setup & Configuration
• Ad Campaign Creation and Management

View all 6

Template Library (11)

• Template Library Overview & Setup
• How to add your own template in Template Library?
• How to clone templates in template library?

View all 11

Campaigns (19)

• Improved Email Campaign Flow and Campaign Summary Page
• How to Personalize Your Campaigns with Conditional Elements
• Using the Inline Forms/ Surveys Element in email campaign

View all 19

Bulk Requests (1)

• Bulk Requests - Overview

Trigger Links (1)

• Trigger Links - Overview

SMS & Email Templates (3)

• SMS Templates (Snippets) - Overview
• Message Templates (Snippets)
• How to Use the Kajabi Email Template Importer

Brand Board (5)

• How to create a Brand Board?
• How to use Brand Boards in emails?
• How to change default Brand Boards?

View all 5

AI Appointment Booking Bot (2)

• AI Conversational Appointment Booking Workflow and Setup
• Appointment Booking Conversation AI Workflow Action

Countdown Timer (8)

• Help Guide: Redirection links in Countdown Timer
• Editing a countdown timer
• How to create a recurring timer?

View all 8

Opportunities and Pipelines

Manual Actions (2)

• Manual Call - How to add a Manual Call Action (Power Dialer)
• How to set up a Manual SMS action

Opportunities & Pipeline (10)

• Introduction to Opportunities
• Getting Started with Opportunities
• Managing Opportunities

View all 10

Sites

Funnels and Websites (82)

• Two-Step Order Form (Step 2: Adding An Up-Sell Product)
• Two-Step Order Form (Step 1)
• Style the Funnel

View all 82

Analytics (Funnels, Websites, & QR Codes) (1)

• Pie Chart Visualizations in Funnels and Websites Analytics

Blog (18)

• What has changed in Blog?
• How to Create a Blog?
• How to Customize Blog Design and Layout

View all 18

Wordpress (3)

• WordPress: Single Sign On Admin
• WordPress: Domain Connect Integration
• Cloning Wordpress Websites in HighLevel

Client Portal (1)

• Branded Mobile App Builder: In-app Form and Customizer

Forms (25)

• Where Do Form Responses Show Up?
• Exporting Form answers to Google Sheets
• Sticky Contact in Forms, Surveys, and Calendars

View all 25

Surveys (6)

• Surveys with Conditional Logic
• Exporting Survey Answers to Google Sheets
• Where do Survey Answers Show Up

View all 6

Chat Widget (14)

• Getting Started with Chat Widget
• Overview of Chat Widget Customizations
• Chat Widget - Business Office Hours in Live Chat

View all 14

QR Codes (2)

• How to create a QR Code linked with Review Page
• How to create a QR Code linked with Website

Troubleshooting Funnels (9)

• Instant Redirect Page - Funnel Troubleshooting
• How to set up Root Domain/Subdomain for your Funnels/Websites?
• Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?

View all 9

Privacy Policy (1)

• How to link privacy policy when you collect personal data from your leads or customers

General Setup (2)

• Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
• XML Sitemaps

Quizzes (1)

• Quiz Builder

Workflows

Getting Started w/ Workflows (10)

• Introduction to Workflows and Automations
• Workflow Notes, Action Notes & Sticky Notes
• Workflows Pro Plan - Pricing

View all 10

Workflow Builder (64)

• Create Task Event In Campaigns
• Standard Triggers - Contact Tag
• Action - Update Contact Field

View all 64

Workflow Triggers (29)

• Contact Workflow Triggers
• Events Workflow Triggers
• Appointments Workflow Triggers

View all 29

Workflow Actions (20)

• Contact Workflow Actions
• Communication Workflow Actions
• Send Data Workflow Actions

View all 20

Developer Resources (3)

• Trigger - Video Tracking
• Trigger - Inbound Webhook
• Trigger - Number Validation

Troubleshooting Workflows (1)

• Facebook Conversion API Workflow Trigger Not Working

Unpublished Articles (1)

• How to set up Workflow Goal Events

Calendars & Appointments

This section helps you optimize scheduling with HighLevel’s calendar and appointment tools through comprehensive guides, tutorials, and troubleshooting tips.

Getting Started w/ Calendars (1)

• Embedding HighLevel Calendars using HTML Code

Creating Calendars (23)

• Calendar Types
• Calendar Service Menus
• Calendar Rooms & Equipment

View all 23

Calendar Groups (5)

• HighLevel Group Calendar Overview
• How to find the Calendar ID for a Group Calendar
• Neo Group View Template

View all 5

Calendar Settings & Preferences (9)

• Calendar Availability Settings
• Setting Up Linked Calendars & Conflict Calendars
• Calendar: Email & In-App Appointment Notifications

View all 9

Scheduling Appointments (4)

• Manually confirmed appointment setup
• Calendar: Add Notes Per Appointment
• Appointment List View in Calendars (Smart List)

View all 4

Calendar Integrations (12)

• Calendly - How to Integrate Calendly with HighLevel Calendars
• Google - How to Integrate Google with HighLevel Calendars
• Hide Third-Party Calendar Details

View all 12

Troubleshooting Calendars (11)

• Google Calendar Writer Access Error
• What to do if the calendar says No slot available this month
• How to Re-Integrate Google Calendar for a User

View all 11

Calendar FAQ's (2)

• Disable Contact Timezone - How to Remove Ability to Adjust Timezones When Scheduling
• Can I Show Multiple Calendars Without Using a Calendar Group?

Payments

Payments (48)

• Import Products / Price From Stripe
• Text-To-Pay Links
• How To Set Up A PayPal Integration

View all 48

Invoices & Estimates (4)

• Invoices - New revamped UI
• Pause and Resume Subscriptions
• Bank-Only Transfers for Invoice Payments (SEPA & ACH)

View all 4

Orders, Subscriptions, and Transactions (1)

• Create or Schedule Subscriptions and Send Invoice within Contact Details Page

Products & Coupons (1)

• How to Bulk Import Products into HighLevel

Payment Settings & Integrations (1)

• Adding PayPal Buttons to Payment Elements

Settings

Agency Settings (12)

• An Inside Look at Agency Company Settings: What You Need to Know
• How to Configure Brand System-Generated Links (API Domain)
• How To Upgrade To The HighLevel Pro Plan

View all 12

Account Settings (10)

• Business Profile
• Call Connect & Missed Call Text-Back
• How do I change my Client's Address?

View all 10

User Settings (10)

• User Access
• User Permissions, Assigned Data, and Owners
• Email Signatures

View all 10

Documents and Contracts

Documents and Contracts (17)

• How to use Documents & Contracts?
• How to customise notifications sent in Documents & Contracts
• Automatic invoice creation after Document/Contract is signed

View all 17

Dashboards

Getting Started w/ Dashboards (14)

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Lead source report explained
• Feature Document - Multiple Dashboards

View all 14

Dashboard Widgets (16)

• Dashboard Widget Types
• What Are Dashboard Widgets?
• How to Create & Add Dashboard Widgets

View all 16

Configuring Dashboards (2)

• How to Customize Dashboard Themes
• How to Create Dashboard Templates

Tasks

Creating Tasks (1)

• Recurring Tasks (currently in Labs)

Affiliate Manager

An Affiliate Manager system within the CRM to make keeping track of Affiliates easier

Getting Started (6)

• Glossary
• Affiliate Manager Walkthrough Videos
• How does the Affiliate Manager work?

View all 6

Campaigns (8)

• Prerequisite to Launch Your First Affiliate Campaign
• How to create an Affiliate Campaign
• How to Set Up Multi-Tier Commissions

View all 8

Affiliates (8)

• How to Add Affiliates in the Affiliate Manager
• How to Add Sub-Affiliates in the Affiliate Manager
• How to Navigate the Affiliate Profile Page for Efficient Management

View all 8

Payouts (6)

• How to Manage Affiliate Payouts and Commissions
• What Payment Gateways supported in Affiliate manager for Product Sales?
• How to pay your Affiliates

View all 6

Affiliate Manager Automation (6)

• Why Use Affiliate Automations?
• Getting started with Affiliate Automations
• How to Automate Affiliate Sales with the New Affiliate Sales Trigger

View all 6

Reporting and Insights (1)

• Affiliate Manager Dashboard

Onboarding Series

Onboarding Series (2)

• HighLevel Pricing Guide
• HighLevel Basic Ideas Overview

HighLevel Affiliates Program

Affiliates Program (20)

• Become A HighLevel Affiliate
• Promoting HighLevel As An Affiliate
• How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)

View all 20

Weekly Q&A Recordings

Weekly Q&A Recordings (13)

• Weekly Q&A | Topic: Reviewing a Chiro Snapshot - Wednesday, November 6th, 2019
• Weekly Q&A | Topic: Real Estate Snapshot Review - Wed, Nov 13th 2019
• Weekly Q&A | Topic: Email Deliverability - Wed, Dec 4th 2019

View all 13

Account Snapshots

Snapshots (12)

• Snapshots - Overview
• Create Snapshots
• How to Share Snapshots

View all 12

Industry Snapshots (15)

• Marketing Agency Snapshot
• Chiropractor Snapshot
• Dentist Snapshot - Free Whitening Offer

View all 15

Notifications

Notifications (3)

• Activate Notifications
• Sales & Use Tax FAQ
• How to set up Custom Notifications as a User in a Sub-Account

Developer Resources

Developer Resources (13)

• HighLevel API
• How to update your API keys
• How to Use Webhook.site to Troubleshoot your API Requests

View all 13

Advanced Configurations (2)

• Web Chat Widget - Advanced Configurations + Public API/Events
• How to add Business Name in Zapier

Reporting

Tracking & Attribution (20)

• Understanding Attribution Source (Ad Reporting)
• Understanding Google Ad Reporting Terminology
• How to set up Google Ad Reporting

View all 20

Appointments (1)

• Appointment Report

Custom Reports (1)

• How to create and schedule reports

Logic & Fulfillment

Logic & Fulfillment (41)

• Triggers
• Zapier
• Contact Flow

View all 41

Marketplace & Sales Trainings

Listings (1)

• HighLevel Listings

Whitelabel Desktop App (1)

• How to Set Up a Whitelabel Domain for the Desktop Web App

Compliance (1)

• GDPR Compliance and Data Privacy

Sales Trainings and Case Studies (28)

• Cold Outreach
• How to prepare for SaaS Mode?
• How to Land Qualified Demos for your Agency

View all 28

University

HighLevel How-To's (20)

• HighLevel How-To's: Build A Payment Page To Sign Up New Clients
• How To Build A Double Opt-In Flow
• How to setup HL Chat Widget as support for your clients

View all 20

Prospecting & Sales (2)

• How To Generate Leads From Local Chamber & BNI Meetups
• Guide To Bulk SMS: Send Messages People Actually Want To Receive

Miscellaneous

UX Issues (3)

• CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
• My CRM Data is Loading Slowly What Can I Do?
• Enabling Cross-Site Tracking (3rd Party Cookies)

Miscellaneous (2)

• Rebilling, Reselling, and Wallets Explained
• Alpine HVAC Case Study

Reselling Products

Wordpress (16)

• Getting Started with WordPress | Client side setup guide
• How to resell WordPress to your clients
• How to Add Domains in the WordPress Dashboard

View all 16

Online Listings (11)

• Online Listing Overview & Setup Doc
• How to Resell Yext Listings to Your Clients
• How to deploy Yext directly without charging the client?

View all 11

WhatsApp (30)

• WhatsApp Full Setup Guide for Agency
• WhatsApp - Messaging Limits
• WhatsApp Overview: Sub-Account Set Up and Best Practices

View all 30

Client Portal Branded Mobile APP (1)

• Client Portal Branded Mobile APP -Full Setup Guide For Agency

Reselling (1)

• How to Retry a Failed Payment for Any Reselling Products

Mobile App

Mobile App Help Articles

Whitelabel Mobile App (3)

• White Label the iPhone App
• White Label the Android App
• How to Promote and Customize Your Mobile App: A Comprehensive Guide

Get Started (4)

• How to Download the Highlevel-Beta Mobile APP
• How to create invoices in HighLevel (Mobile App)
• Mobile Apps Overview

View all 4

Contacts (1)

• How to Use the Business Card Scanner in the Mobile App

Calendars (3)

• How to Switch Contacts and Use Custom Values in the Mobile App Calendar
• Multiple Calendar Views in Mobile App
• Share Calendar Links from Mobile App

Mobile Payment (6)

• Pay For Service Appointments In The Mobile App POS
• Mobile App POS Adjusts To iPad and Tablets Screens
• Accept Payments on Stripe Mobile POS Terminals

View all 6

Conversations (1)

• Custom Conversation Providers in Mobile App

Priority Support Upgrade

Priority Support Upgrade (1)

• Priority Support Upgrade Overview

Agency Reporting

Rolled Up Reporting (3)

• Agency Rolled-up Reporting
• How to schedule and send email reports to your sub-accounts?
• How can agencies export their client list?

Eliza Agent Platform

For all things, Eliza related.

Eliza Agent Platform Onboarding (6)

• Eliza Agent Platform - Introduction and FAQs
• Eliza Agent Platform Settings
• Eliza Agent Platform Conversations

View all 6

Memberships and Communities

Membership/Courses Sites (27)

• Add Membership Signups To Funnel Pages
• Courses Mobile- How to Navigate the New Lessons & Courses UI
• Courses: In-app notifications for comment, unlocked & drip content

View all 27

Communities (24)

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities

View all 24

Internationalization

The Internationalization of High Level (1)

• The Internationalization Of HighLevel Has Begun!

Compliance

Compliance (3)

• Highlevel Security and Compliance Overview
• HIPAA Compliance With HighLevel
• Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024

Industry Guides

Industry based set-up guides

Industry Playbooks (13)

• Industry Playbook - Dental Practice/Dentistry
• Industry Playbook - Hair/Nail Salon
• Industry Playbook - Coaching & Consultation Agency

View all 13

App Marketplace

View and install marketplace apps developed by 3rd party developers.

View, Install & Uninstallation Apps (6)

• Agency-Level Marketplace Apps Installation
• Managing Marketplace App Permissions: White Label Agency Control
• How to resell Marketplace Apps

View all 6

Workflow Triggers & Actions (2)

• Marketplace Workflow Actions
• Marketplace Workflow Triggers

Snapshots in App Marketplace (2)

• How to get snapshot URL?
• Selling Snapshots on the App Marketplace

E-commerce store

E-Commerce Store (29)

• How to Set Up an E-Commerce Online Store (Websites)
• Manual Payment Method in E-commerce Stores & Order Forms
• Shipping and Delivery rates for Ecommerce Stores

View all 29

Certificates

Templates (3)

• Create a Template
• Manually Issue Certificates
• How to Toggle Certificates User Permissions + Undo & Redo Functionality

Issue Certificates (4)

• Issue certificates on Course Completion
• Download all your Certificates from Client Portal
• Set Expiry for Certificates

View all 4

Client Portal

The Client Portal is a centralized platform that enhances customer engagement by providing a comprehensive view of all their interactions with your business. It offers a personalized user experience across various features such as affiliate commissions, membership courses, and community groups.

Client Portal (13)

• How can my customers use the Client Portal?
• How to set up the Client Portal?
• Client Portal Dashboard

View all 13

Merge Fields & Custom Variables

Merge Fields & Custom Variables (2)

• List of Merge Fields
• Overview of Merge Fields & Custom Variables

Domain Purchase

Domain Purchase (2)

• How to Enable and Rebill Domain Purchase?
• How to Purchase Domain Step by Step

Reputation Management & Reviews

Review Requests (18)

• Reputation Management - How to Customize the Review Request Messages (SMS/Email)
• How to Dispute a Google Review and Check on the Dispute Status
• Review widget - Powered By going to Bad request page

View all 18

Integrations

Google Integrations (3)

• How to Integrate Your Google Business Profile (formerly GMB) into the CRM
• Google Business Profile - Chat sunset starting Jul 15, 2024
• Google Drive Integration in Media Storage

Stripe Integration (2)

• Stripe - Integration
• How does the Stripe One Time Charge trigger work?

Facebook Integration (18)

• (Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
• A Facebook Token Has Expired In Your HighLevel Account
• Connect Multiple Facebook Pages to HighLevel Sub-account

View all 18

Online Listings Integration (1)

• One time Stripe Charge Action

Zapier Integration (6)

• How to connect your HighLevel Sub-Account with Zapier
• Zapier Troubleshooting - Leads Coming into Wrong HighLevel Location
• Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times

View all 6

QuickBooks (1)

• Automatic Review Request When Invoice Paid in Quickbooks

Other Integrations (8)

• Setting Up ActiveProspect Consent Tracking On A HighLevel Form & Survey
• Zoom Integration for Users' Calendar Bookings
• Google Integration going to This site can't be reached page "Check if there is a typo in highlevel-backend.appspot.com"

View all 8

Shopify (3)

• How To Integrate HighLevel With Shopify
• How To Use Shopify Variables
• Shopify Elements in HighLevel

TikTok (1)

• How to Integrate TikTok Lead Ads

Private Integrations (1)

• Private Integrations: Everything you need to know

Custom Objects.

Getting Started with Custom Objects (5)

• Getting Started with Custom Objects
• Creating and Editing Custom Objects
• Creating and Updating Custom Object Records

View all 5

Managing Custom Object Records (3)

• Custom Object Audit Logs
• Advanced Filters for Custom Objects
• List View for Custom Objects

Associations (1)

• Associations for Custom Objects