Knowledge base

LevelUp 2026

LevelUp 2026 (136)

• Saved Customer Addresses in Ecommerce Stores
• How to Customize Product Cards in Ecommerce Stores
• How to Sort and Filter Products in Ecommerce Stores

View all 136

New HighLevel Interface (1)

• Voice intelligence

Project management

Note: Project Management is currently in Private Beta and may not be visible to all customers. Access is being rolled out gradually to selected customers. It will soon be available through Labs, allowing all customers to enable it and explore the new and enhanced experience.

Project Management (11)

• Introduction to Project Management
• Organize work with Spaces, Folders, and Lists
• Board (Kanban) and list views

View all 11

Creating Tasks (4)

• Managing Tasks
• Recurring Tasks
• Unified Task Management Across Contacts and Opportunities

View all 4

Getting Started w/ HighLevel

Foundational Setup (12)

• Getting Started - Create and Manage Contacts
• Getting Started - Import Existing Contacts
• How top Launch a HighLevel Funnel

View all 12

Marketing & Lead Generation (3)

• Getting Started - Setup Social Planner
• Getting Started - Setup Facebook and Instagram Lead Ads
• Getting Started - Launch an SMS Campaign

Sales & Conversations (3)

• Getting Started - Connect Personal Inbox
• Getting Started - Set Up a Live Chat Widget
• Getting Started - Setup Facebook and Instagram Messenger

Website & Content (4)

• Getting Started - Launch a Website From Template
• Getting Started - Launch a Website from Blank
• ​ Disable or Enable the Mandatory Profile Modal for Community Members

View all 4

Commerce (6)

• Getting Started - Create & Sell Products
• Getting Started - Launch a Course
• Getting Started - Connect Stripe

View all 6

Customer Support

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

General Support Info (7)

• 24/7 Customer Support Options
• Troubleshooting Zoom Issues in HighLevel Support Calls
• Accessibility Enhancements - Topbar & Help Drawer

View all 7

Premium Support Upgrade (2)

• Overview of Premium Customer Support
• Upgrade to Premium Customer Support at HighLevel

Billing Support (3)

• HighLevel Pricing Guide
• Wallet Auto Recharge and Smart Adjustment Settings
• Unified Reselling Experience in HighLevel Wallet

Software Migration Guides (18)

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

View all 18

Legal (3)

• Texas SMS Safeguard – One-Toggle Block for SB 140
• HighLevel Platform Updates - What’s Changed
• Accessibility at HighLevel

Agency View

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

AI Agents Contest (3)

• How to Enable Support Access for Your HighLevel Account
• Skills Platform for AI Agents
• New MCP connectors

Agency Launchpad (1)

• Agency Launchpad

Agency Dashboard (7)

• Agency Dashboard for Rebilling
• Selling Marketplace Snapshots with SaaS Plans
• Agency Dashboard - SaaS Analytics & MRR

View all 7

SaaS Configurator (1)

• Sub-Account Bulk Actions & History

Prospecting Tool (20)

• Core Functionality
• Marketing Audit Reports
• Performance Metrics

View all 20

Sub-Accounts (4)

• How to Enable SaaS Mode for Multiple Sub-Accounts in Bulk
• New Sub-Accounts List UI for Unlimited & Founder Plans
• What Is an Agency Sub-Account in HighLevel?

View all 4

Account Snapshots (1)

• Snapshots: Introducing the New Design System (UI)

Reselling (2)

• SaaS: Reselling Add-Ons with SaaS Plans
• How to Cancel Location Subscriptions from the Agency Billing Page

Template Library (1)

• Template Library - Marketplace Integration

Agency Settings (8)

• Labs Features - Complete Overview
• SaaS: Multiple Payment Providers/UI Enhancement
• Subaccount Launchpad

View all 8

SaaS Configurator

Saas Mode (51)

• Activate SaaS Mode, Request Payment, and Configure Phone Rebilling
• SaaS Mode Sub-Accounts Are Not Being Generated
• SaaS User Level Permissions Vs Sub-Account Level Permissions

View all 51

Phone System

General (9)

• Number Intelligence - Spam Detection, Caller ID & SMS Validation
• Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
• Call Forwarding to Your HighLevel Phone Number

View all 9

Calling (23)

• Voice Geo Permissions for HighLevel Phone System
• Using Call Connect to Ensure Accurate Call Status Tracking
• How to Set Up Call Tracking (Number Pool)

View all 23

LC Phone System (23)

• 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 23

Messaging (33)

• Troubleshooting SMS Delivery Issues
• How to Send Inbound SMS Notifications via a Workflow
• Error: The "From" number is not SMS-capable.

View all 33

A2P registration (15)

• Error 30034: Linking a Phone Number to an Approved A2P Campaign
• Pre-Built A2P Campaign Registration with Chat Widget
• Registering Your A2P Brand

View all 15

Voicemail (1)

• How to Setup Voicemail in HighLevel

Phone numbers (23)

• Moving Phone Numbers across accounts (US and International)
• Moving US numbers from Twilio to LeadConnector(LC)
• Moving Numbers between Sub-Accounts (Same Agency)

View all 23

Email

General (17)

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

View all 17

Deliverability (10)

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

View all 10

LC Email (22)

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

View all 22

MailGun (15)

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

View all 15

SMTP Providers (9)

• Setting Up SMTP Providers
• Using SendGrid As The SMTP Provider
• Using Zoho as your SMTP Provider

View all 9

Troubleshooting Email (7)

• How to check logs for a specific email in Mailgun
• How to fix links in the email that do not open?
• When email replies are not showing up in Conversation

View all 7

LC Communication Billing (1)

• How to Analyze an Agency's Spending on LC Communications

Email Delivery Troubleshooting (8)

• Authentication & Security
• Reputation & Throttling
• Technical & Configuration

View all 8

Contacts

Smart Lists (19)

• "Add Contact" Form Upgrade and Customizations
• Add Association Columns and Filter Contacts by Associated Records in Smart Lists
• Adding Files To Contacts using a Custom Field

View all 19

Contact Details View (6)

• Activity Section Upgrade
• Contacts – All-New Contact Detail Page
• How to Create Subscriptions & Invoices from Contact's Profile

View all 6

Bulk Actions (7)

• Adding Tags to Multiple Contacts
• Removing Contact Tags From Multiple Contacts
• Importing Contacts and Opportunities via CSV

View all 7

Contacts (8)

• Documents
• How to Use Contact Types to Organize and Segment Contacts
• Contact and Opportunity Followers in HighLevel

View all 8

Updating Contact Properties (1)

• Associating Contacts using Custom Labels

Getting Started with Contacts (1)

• Importing Contacts using a CSV file

Contacts and Other Modules (1)

• How to Share and Manage Documents via Client Portal and CRM?

Conversations

Conversations (29)

• How to Mark a Conversation as Read
• View & Edit AI Response Info in Conversations
• Overview of Conversation Filters

View all 29

Manual Actions (2)

• How To Add a Manual Call Action to a Workflow
• How to set up a Manual SMS action

Marketing

Social Planner (58)

• @Mention or Tag Profile in Posts from Social Planner
• Add Location Tagging to Social Post
• Add Pinterest Pins in Social Planner

View all 58

Email Marketing (6)

• Campaigns
• Statistics
• Templates

View all 6

Ad Manager (17)

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

View all 17

Template Library (18)

• Template Library Overview & Setup
• Add Custom Templates to Template Library
• How to clone templates in template library?

View all 18

Trigger Links (1)

• Trigger Links - Overview

SMS & Email Templates (3)

• SMS Templates (Snippets) - Overview
• Create and Use Text and Email Snippets in HighLevel
• How to Use the Kajabi Email Template Importer

Affiliate Manager (6)

• Getting Started w/ Affiliate Manager
• Affiliate Campaigns
• Managing Affiliates

View all 6

Brand Board (10)

• How to Create a Brand Board in HighLevel
• How to Use Brand Boards in Email Campaign/Templates
• How to Change Default Brand Boards in HighLevel

View all 10

Countdown Timer (16)

• How to Use the "Copy Code" Feature in Countdown Timers
• Hiding Countdown Timers in Apple Mail
• Countdown Timer Placeholder

View all 16

Events (12)

• How to Create and Manage Events in HighLevel
• Check-in Experience for In Person Events
• Events: Custom CSS with Live Element Selection

View all 12

Loyalty and Referral (For BETA Users Only) (1)

• Getting Started with Loyalty and Referral Program

Opportunities & Pipelines

Introduction to Opportunities (2)

• Understanding Pipelines
• Understanding Opportunities in HighLevel

Getting Started with Opportunities (10)

• Step-by-Step Guide: Creating Pipelines
• Step-by-Step Guide to Creating Opportunities
• How to use Custom Fields for Opportunities

View all 10

Managing Opportunities (17)

• How to Filter Opportunities
• Searching for Opportunities
• List View for Opportunities

View all 17

Opportunities Module Interactions (4)

• Automating Opportunities
• Multiple Opportunities Toggle in Workflows
• How to Use Opportunity Notes?

View all 4

Bulk Actions for Opportunities (2)

• Bulk Edit Opportunities
• Bulk Actions for Opportunity Cards

Sites

Funnels and Websites (102)

• FAQs and Common Troubleshooting Steps
• Funnel & Website Settings
• Funnel & Website Builder

View all 102

Stores (E-commerce) (2)

• Custom Product Details Page for E-commerce Stores
• Interactive Live Data Preview in Ecommerce Store Builder

Analytics (Funnels, Websites, & QR Codes) (7)

• Pie Chart Visualizations in Funnels and Websites Analytics
• Funnels and Websites - Browsers and IPs in Funnel Analytics
• Analytics for Top Countries, States and Cities in Funnel Analytics

View all 7

Blog (25)

• How to move from Old Blog to New Blog?
• Create Blog Posts
• Canonical URLs Explained: Boost Your HighLevel Blog SEO

View all 25

Wordpress (49)

• WordPress: Single Sign On Admin
• Cloning Wordpress Websites in HighLevel
• How to Disable SEO Indexing for WordPress Sites

View all 49

Client Portal (1)

• Unified Client Portal Experience

Forms (41)

• Sticky Contact in Forms, Surveys, and Calendars
• Themes in Forms/Surveys
• Source Field in Forms and Surveys

View all 41

Surveys (12)

• Exporting Survey Answers to Google Sheets
• How to Access and Export Survey Submissions
• New Footer in Surveys

View all 12

Chat Widget (24)

• Chat Widget - Business Office Hours in Live Chat
• Chat Widget - Send your leads to Whatsapp Chat
• How to Install HighLevel's Chat Widget

View all 24

QR Codes (15)

• Create and Manage QR Codes for Calendars, Services & Rentals
• How to Use Your Automatically Created Profile and Business Cards
• Saving QR Codes to Apple Wallet or Google Wallet

View all 15

Troubleshooting Funnels (6)

• How to Set Up Root Domain/Subdomain for Funnels/Websites
• Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?
• Why does my Domain not show the Edit Button?

View all 6

Privacy Policy (1)

• How to Link Your Privacy Policy When Collecting Personal Data

General Setup (3)

• How Fixed-Stage Email Domain Warmup Works in HighLevel
• How to Set Up Different Domain Types in HighLevel: Websites, Email, WordPress & More
• XML Sitemaps

Quizzes (8)

• Quiz Builder Guide
• Workflow Trigger - Quiz Submitted
• How to Set Up Quiz Scoring, Categories, and Result Pages

View all 8

SEO (9)

• SEO Unsubscription Flow & Project States
• SEO - How to Delete Site Projects
• SEO: AI Recommendations - Infinite Scroll

View all 9

Custom Objects (1)

• Bulk Import Custom Object Records (CSV) with Bulk Actions

Webinars (2)

• Recurring Webinar Settings
• Webinar Video Analytics

Workflows

Getting Started w/ Workflows (49)

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

View all 49

Workflow Builder (57)

• Create Task Event In Campaigns
• Workflow Trigger - Contact Tag
• Workflow Action - Edit Conversation

View all 57

Workflow Triggers (30)

• CRM Workflow Triggers
• Events Workflow Triggers
• Appointments Workflow Triggers

View all 30

Workflow Actions (30)

• CRM Workflow Actions
• Communication Workflow Actions
• Send Data Workflow Actions

View all 30

Developer Resources (4)

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

View all 4

Troubleshooting Workflows (1)

• Facebook Conversion API Workflow Trigger Not Working

Unpublished Articles (2)

• Split Action
• Text Formatter - How to format text the way you want

Workflow Recipes (3)

• Workflow Recipes - Instagram Comment Automation
• Workflow Recipes - Facebook comments + Workflow AI
• Workflow Recipes - Facebook Comment Automation

Workflow Maps (9)

• Introduction to Workflow Maps
• Read the map and understand connections
• Navigate, search, and filter Workflow Maps

View all 9

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 (4)

• Embedding HighLevel Calendars using HTML Code
• User Permissions in Calendars
• Add Guests Features in Calendar Bookings

View all 4

Creating Calendars (33)

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

View all 33

Services (18)

• Mobile App
• Services - Overview & How to Get Started
• How to Create Services?

View all 18

Rentals (15)

• Rentals - Listings & Categories
• Rentals Create & Edit Listings
• Rentals - Configuring Pricing & Discounts

View all 15

Calendar Groups (5)

• HighLevel Group Calendar Overview and Setup Guide
• How to Find Group Calendar ID in HighLevel
• Neo Group View Template

View all 5

Calendar Settings & Preferences (13)

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

View all 13

Scheduling Appointments (10)

• Manually Booking Calendar Appointments
• How to Create & Manage Appointment Notes & Sync them Across Records
• How to Manage Appointments with Appointment List View

View all 10

Calendar Integrations (14)

• Calendar Integration Disconnection Notifications
• Guide To iCloud Calendar Integration
• Hide Third-Party Calendar Details

View all 14

Troubleshooting Calendars (10)

• Google Calendar Writer Access Error
• How to Re-Integrate Google Calendar for a User
• Why Appointment Time Slots Are Missing on Your Calendar

View all 10

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

Getting Started w/ Payments (36)

• How-to add Taxes Overview
• Using Apple Pay and Google Pay in order forms
• Customize Email and SMS notifications for invoicing

View all 36

Mobile Payments (Tap-to-Pay) (2)

• Tap to Pay
• Automatic Taxes on Mobile

Invoices & Estimates (31)

• Invoices - New revamped UI
• Bank-Only Transfers for Invoice Payments (SEPA & ACH)
• How to Edit Recurring Invoices

View all 31

Documents & Contracts (2)

• Send HighLevel Documents and Contracts via SMS
• Capture Feedback and Automate Follow-Ups With Decline Documents Feature

Orders, Subscriptions, and Transactions (12)

• Payments - What Is Listed on the Subscriptions Page?
• Subscription & Refund trigger for payments
• Subscription Settings - Failed Payment Retries

View all 12

Payment Links (5)

• How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
• How to Customize Payment Links with Your Brand Colors
• Text-To-Pay Links

View all 5

Products, Taxes & Coupons (9)

• How to Bulk Import Products into HighLevel
• How Product Deletion Works
• Import Products / Price From Stripe

View all 9

Payment integrations, methods and settings (15)

• Supported Payment Providers & Methods by Product Area (What Works Where)
• Adding PayPal Buttons to Payment Elements
• How To Set Up A PayPal Integration

View all 15

Gift Cards (6)

• Getting Started with Gift Cards
• How to Track Gift Card Performance (Analytics & Metric Tracking)
• How to Sell Gift Cards

View all 6

Settings

Agency Settings (18)

• Agency Company Settings in HighLevel
• Branding System-Generated Links (API Domain)
• Introducing the HighLevel Founder Plan

View all 18

Sub-Account Settings (10)

• Business Profile Settings
• How do I find my Client's Location ID?
• Media Storage File Types, Limits & Advanced Features

View all 10

User Settings (12)

• User Access
• Email Signatures
• Admin Vs. User Roles and Permission Scopes

View all 12

Domains (3)

• Domain Connect
• Domain Purchase / Transfer
• Prevent Domain Connection Conflicts in Highlevel

Audit Logs (4)

• Audit Logs
• Exporting Audit Logs
• Audit Logs for Email Preferences and Subscriptions

View all 4

Documents & Contracts

Documents and Contracts (31)

• How to use Documents & Contracts?
• Documents & Contracts: Email Templates and Team Notifications Setup
• Multiple recipient support on Documents & Contracts

View all 31

Dashboards

Getting Started w/ Dashboards (12)

• How To Create A Custom Dashboard
• How To Manage Dashboard Permissions
• How To Clone A Subaccount Dashboard

View all 12

Dashboard Widgets (33)

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

View all 33

Configuring Dashboards (6)

• How to Customize Dashboard Themes
• How to Create Dashboard Templates
• Using custom values in dashboards and custom reports

View all 6

Subaccount Dashboards (1)

• Subaccount Dashboard Page - View or Edit

HighLevel Affiliates Program

Affiliates Program (19)

• Become A HighLevel Affiliate
• How to Set Up Affiliate Program Postbacks to Run Automations (FirstPromoter Webhooks)
• 5 Ways To Find Your First 5 Affiliate Referrals

View all 19

Account Snapshots

Snapshots (35)

• Snapshots - Overview
• Creating New Snapshots in HighLevel
• How to Share Snapshots

View all 35

Industry Snapshots (15)

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

View all 15

Notifications

Notifications (4)

• Activate Notifications
• Sales & Use Tax FAQ
• Manage Notification Settings in a Sub-Account

View all 4

Developer Resources

Developer Resources (29)

• HighLevel API Documentation
• How to Use Webhook.site to Troubleshoot your API Requests
• How to Get Started with the Developer's Marketplace

View all 29

Advanced Configurations (2)

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

Reporting

Tracking & Attribution (19)

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

View all 19

Custom Reports (2)

• How to create a custom report, schedule and export report as PDF
• Template Library for Custom Reports

Marketing Audit Reports (2)

• How to Use Local Marketing Audits & Compare Reports for Strategic Growth
• Website Detection in Marketing Audit Reports

Logic & Fulfillment

Logic & Fulfillment (13)

• Manychat to HighLevel Integration
• How to Find Pipeline, Stage, and Opportunity IDs in HighLevel
• How to use Custom Values

View all 13

Add-ons & Sales Trainings

Whitelabel Desktop App (2)

• How to Set Up a Whitelabel Domain for the Desktop Web App
• White-Label Desktop App Setup Guide

Compliance (1)

• GDPR Compliance and Data Privacy

Sales Trainings and Case Studies (2)

• Add-Ons (Formally Marketplace) Quick Reference Guide
• Prospect new clients with SaaS Audits

University

HighLevel How-To's (3)

• HighLevel How-To's: Build A Payment Page To Sign Up New Clients
• How To Build A Double Opt-In Flow
• How to use Custom Values for images in funnels and websites

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

Online Listings (23)

• Online Listing Overview & Setup Doc
• How to Resell Listings to Your Clients
• Deploy Listings without Directly Charging the Client

View all 23

WhatsApp (116)

• WhatsApp Full Setup Guide for Agency
• WhatsApp - Messaging Limits
• How to Set Up WhatsApp for a Sub-Account

View all 116

Client Portal Branded Mobile APP (1)

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

Reselling (5)

• How to Retry a Failed Payment for Any Reselling Products
• Cancellation for reselling subscriptions: In-app
• Reselling - Paywall Payment Error Handling Improvements

View all 5

Mobile & Desktop App

Mobile App (22)

• New Mobile App Experience
• Mobile Payments
• How to Use Invoices in the Mobile App

View all 22

Desktop App (1)

• Download HighLevel & LeadConnector Desktop App for Windows, macOS & Linux

Whitelabel Mobile App (18)

• Setting up an Apple Developer Account for your Whitelabel Mobile App
• Setting up a Google Developer Account for your Whitelabel Mobile App
• How to Promote and Customize Your Whitelabel Mobile App

View all 18

Agency Reporting

Rolled Up Reporting (3)

• Agency Rolled-up Reporting
• Setting Up Automated Email Reports for Sub-Accounts with the Report Scheduler
• How to Export a List of Sub-Accounts

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 & Communities

Membership/Courses Sites (51)

• Adding Closed Captions and Subtitles to your video courses
• Automate Group Join Requests with Workflows
• Checkout Orchestrator

View all 51

Communities (49)

• How to Setup, Customize, and Manage Your Communities
• Communities - How to Manage Members Inside Groups
• Communities: How to Manage Content

View all 49

Internationalization

The Internationalization of High Level (4)

• The Internationalization Of HighLevel Has Begun!
• How to Submit In-App Translation Feedback
• Internationalization For Client-Portal & Child Apps

View all 4

Compliance

Compliance (6)

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

View all 6

Industry Guides

Industry based set-up guides

Industry Playbooks (18)

• Health & Wellness
• Home Services
• Beauty & Fashion

View all 18

App marketplace

Get Started w/ App Marketplace (9)

• API Security - OAuth Consent for Marketplace Apps
• App Marketplace- Agency Reselling for Apps with Usage-Based Pricing
• App Marketplace - Agency Control Over Daily Usage Limits for Usage-Based Apps

View all 9

View, Install & Uninstallation Apps (6)

• App Marketplace - Pricing
• Agency-Level Marketplace Apps Installation
• Managing Marketplace App Permissions: White Label Agency Control

View all 6

Workflow Triggers & Actions (3)

• Marketplace Workflow Actions
• Marketplace Workflow Triggers
• Marketplace Apps - Managing External Connections

Snapshots in App Marketplace (2)

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

Conversation AI and Voice AI Templates on Marketplace (1)

• How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation

E-commerce store

E-Commerce Store (45)

• 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 45

Certificates

Templates (5)

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

View all 5

Issue Certificates (10)

• Issue certificates on Course Completion
• Download all your Certificates from Client Portal
• Set Expiry Dates and Reminder Emails for Certificates and Badges

View all 10

Certificate cloning (1)

• Cloning Certificate Templates Across Locations

Issue Badge (3)

• How to Use Badges in Certificate Builder
• Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)
• Automate Badge Issuance with Workflows

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 (23)

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

View all 23

Reputation Management & Reviews

Review Requests (27)

• How to Customize the Review Request Messages (SMS/Email)
• How to Dispute a Google Review and Check on the Dispute Status
• How to Send Review Requests

View all 27

Competitor Analysis (1)

• Reputation Management: Competitor Analysis in HighLevel

GBP Optimization (2)

• Easily Optimize Your Google Business Profile in HighLevel
• Google Business Profile (GBP) Post Scheduler in HighLevel

Listings (2)

• Listings for Food & HealthCare Add-Ons
• How to Schedule and Automate Performance Reports for Online Business Listings

Video Testimonials (2)

• Reputation Management - Video Testimonials
• Workflow Trigger – Video Testimonial Received

Integrations

Google Integrations (5)

• How to Integrate Google Business Profile (GBP) With HighLevel
• Google Business Profile - Chat sunset starting Jul 15, 2024
• Google Drive Integration in Media Storage

View all 5

Stripe Integration (3)

• How to Connect Stripe to Your Sub-Account
• How does the Stripe One Time Charge trigger work?
• Stripe Refund Status Sync (Fixed)

Facebook Integration (17)

• (Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
• Connect Multiple Facebook Pages to HighLevel Sub-account
• Facebook Conversion Leads Walkthrough

View all 17

Zapier Integration (4)

• Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times
• Zapier Troubleshooting - Zap Isn't Working!
• Connect ServiceTitan + HighLevel (Zapier)

View all 4

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
• How to use WebinarKit's HighLevel Integration (Guest Tutorial)

View all 8

Shopify (2)

• How to Use the Shopify Integration with Your Account
• Shopify Elements in HighLevel

TikTok (3)

• How to Integrate TikTok Lead Ads
• Integrate Tiktok Messaging
• TikTok Channel Support in Conversations AI

Private Integrations (1)

• Private Integrations: Everything you need to know

Jobber Integration (1)

• How to Integrate Jobber with HighLevel

Custom Objects.

Getting Started with Custom Objects (12)

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

View all 12

Managing Custom Object Records (8)

• Custom Object Audit Logs
• Advanced Filters for Custom Objects
• List View for Custom Objects: Sort, Filter, and Manage Records

View all 8

Companies

Introduction to Companies (8)

• Getting Started with Companies
• Company Based Workflows - Company Triggers & Actions
• Import Contacts and Automatically Create Associate Companies

View all 8

Managing Company records (6)

• Bulk Delete for Companies
• Using Company Fields Across HighLevel
• Automatic Company Creation and Enrichment

View all 6

CRM

Import / Export (3)

• Bulk Import Companies Using a CSV File
• Import data from HubSpot
• Bulk Import Companies

Managing your CRM Views (4)

• Searching an Object Record
• Viewing Your CRM Records: List Views, Sorting, and Filters
• CRM FAQs

View all 4

Actions (3)

• HighLevel Notes for Managing Contacts, Opportunities and Company Records
• CRM Notes Association – Link Notes Across Contacts & Opportunities
• Tasks Across Multiple Objects

Associations (3)

• Association Limits in Objects
• Associations Between Opportunities, Companies & Custom Objects
• How to set default activity associations

GoKollab

GoKollab (13)

• How to integrate Stripe with GoKollab
• Pin Your Favorite Groups
• Integration of Membership Courses with GoKollab

View all 13

Media Storage

Getting Started w/ Media Storage (5)

• Media Storage - Built-In Image Editor
• Effortless File Search: Media Center’s File Type Filter for Quick Access
• Media Storage - Canva Integration

View all 5

AI Employee

AI Employee (10)

• AI Tools in HighLevel
• AI Employee: Access, Rebilling and Reselling
• AI Product Pricing

View all 10

Voice AI (52)

• Overview of Voice AI Agents
• How to Create Voice AI Agents
• How to Test Voice AI Agents

View all 52

Workflow AI (4)

• Workflow AI Assistant
• Voice Dictation in AI Builder & Assistant
• SMS AI: Generate SMS Messages with AI in Workflows

View all 4

Conversation AI (29)

• Getting Started w/ Conversation AI
• Conversation AI - Response Modes
• Conversation AI - Training Bots

View all 29

Content AI (5)

• Content AI in Social Planner
• Content AI in Blogs
• How to Find Past Records of Content Generated by Content AI

View all 5

Reviews AI (1)

• Reputation Management – Drip Mode in Reviews AI

Ask AI (28)

• How to Generate a Contact's Summary Using Ask AI
• Funnel Creation Agent in Ask AI
• How to Generate and Edit Images Using Ask AI

View all 28

AI Studio (17)

• AI Studio in HighLevel
• Connect Forms and Calendars in AI Studio
• Code Editor in the AI Studio

View all 17

Agent Studio (34)

• Overview of Flow Agents in Agent Studio
• Agent Studio - Setting Up Triggers for Flow Agents
• How to Setup Flow Agents in Agent Studio

View all 34

Email AI (1)

• Email Campaign Agent (Beta)

MCP Server (6)

• How to Setup and Use the HighLevel MCP Server
• Automate Workflows with GHL MCP and N8N
• MCP Connectors for Managed Agents

View all 6

Knowledge Bases (10)

• Knowledge Base - Web Crawler
• AI Employee - Knowledge Base Tables
• Auto Refresh of Knowledge Base Trained Links

View all 10

Merge Fields & Custom Variables

Merge Fields & Custom Variables (9)

• List of Merge Fields
• Overview of Merge Fields & Custom Variables
• Custom Object Templates: Pre-Built CRM Setup in One Click

View all 9