Knowledge base

LevelUp 2025 Releases

Ecommerce (1)

• Wishlisting Products in Ecommerce Stores

Getting Started w/ HighLevel

Foundational Setup (10)

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

View all 10

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 (5)

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

View all 5

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 (2)

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

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 (3)

• Customize Default Naming Conventions for New SaaS Accounts
• SaaS Multi-Brands Overview
• Sub-Account Bulk Actions & History

Prospecting Tool (20)

• Core Functionality
• Marketing Audit Reports
• Performance Metrics

View all 20

Sub-Accounts (3)

• How to Enable SaaS Mode for Multiple Sub-Accounts in Bulk
• New Sub-Accounts List UI for $97 & $297 Agency Plans
• What Is an Agency Sub-Account in HighLevel?

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

View all 8

SaaS Configurator

Saas Mode (52)

• 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 52

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 (21)

• 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 21

Messaging (30)

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

View all 30

A2P registration (14)

• 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 14

Voicemail (1)

• How to Setup Voicemail in HighLevel

Phone numbers (21)

• 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 21

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 (18)

• "Add Contact" Form Upgrade and Customizations
• Adding Files To Contacts using a Custom Field
• Adding Multiple Phone Numbers for a Contact

View all 18

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

View all 7

Contacts (7)

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

View all 7

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 (57)

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

View all 57

Email Marketing (6)

• Campaigns
• Statistics
• Templates

View all 6

Ad Manager (14)

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

View all 14

Template Library (19)

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

View all 19

Trigger Links (1)

• Trigger Links - Overview

SMS & Email Templates (3)

• SMS Templates (Snippets) - Overview
• Text Snippets (Templates)
• 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
• How to use Brand Boards in emails?
• How to change default Brand Boards?

View all 10

AI Appointment Booking Bot (2)

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

Countdown Timer (17)

• How to Create a Fixed countdown Timer
• How to use Countdown Timers in Funnels?
• How to use countdown timer in emails?

View all 17

Events (11)

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

View all 11

Opportunities & Pipelines

Introduction to Opportunities (2)

• Understanding Pipelines
• Understanding Opportunities in HighLevel

Getting Started with Opportunities (8)

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

View all 8

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 (109)

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

View all 109

Stores (E-commerce) (1)

• Custom Product Details Page for E-commerce Stores

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?
• How to Create a Blog?
• Create Blog Posts

View all 25

Wordpress (46)

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

View all 46

Client Portal (2)

• Branded Mobile App Builder: In-app Form and Customizer
• Unified Client Portal Experience

Forms (42)

• Exporting Form answers to Google Sheets
• Sticky Contact in Forms, Surveys, and Calendars
• Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)

View all 42

Surveys (12)

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

View all 12

Chat Widget (25)

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

View all 25

QR Codes (10)

• How to Create Custom Profile Card QR Codes
• QR Code Bulk Actions, Renaming & Copy Link Shortcut
• How to Create Custom Business Card QR Codes

View all 10

Troubleshooting Funnels (7)

• 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 7

Privacy Policy (1)

• How to Link Your Privacy Policy When Collecting Personal Data

General Setup (2)

• 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 Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!

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 (2)

• Custom Objects and Company Objects in Forms, Surveys & Quizzes
• Bulk Import Custom Object Records (CSV) with Bulk Actions

Webinars (2)

• Recurring Webinar Settings
• Webinar Video Analytics

Workflows

Getting Started w/ Workflows (46)

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

View all 46

Workflow Builder (59)

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

View all 59

Workflow Triggers (31)

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

View all 31

Workflow Actions (29)

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

View all 29

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

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 (32)

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

View all 32

Services (16)

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

View all 16

Rentals (13)

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

View all 13

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 (14)

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

View all 14

Scheduling Appointments (9)

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

View all 9

Calendar Integrations (14)

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

View all 14

Troubleshooting Calendars (11)

• 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 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

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 (30)

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

View all 30

Documents & Contracts (2)

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

Orders, Subscriptions, and Transactions (11)

• Payments - What is listed on the Subscriptions page?
• Subscription & Refund trigger for payments
• Subscription Settings - Failed Payment Retries

View all 11

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 (5)

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

View all 5

Settings

Agency Settings (16)

• Agency Company Settings in HighLevel
• Branding System-Generated Links (API Domain)
• How To Upgrade to HighLevel's Agency Pro Plan ($497 SaaS plan)

View all 16

Sub-Account Settings (11)

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

View all 11

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 (3)

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

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 (14)

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• How To Create A Custom Dashboard
• How To Manage Dashboard Permissions

View all 14

Dashboard Widgets (32)

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

View all 32

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 (34)

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

View all 34

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
• How to set up Custom Notifications as a User in a Sub-Account

View all 4

Developer Resources

Developer Resources (25)

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

View all 25

Advanced Configurations (3)

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

Reporting

Tracking & Attribution (20)

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

View all 20

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 (22)

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

View all 22

WhatsApp (107)

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

View all 107

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 (16)

• 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: A Comprehensive Guide

View all 16

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 (49)

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

View all 49

Communities (47)

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

View all 47

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 (4)

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

View all 4

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 (46)

• 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 46

Certificates

Templates (5)

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

View all 5

Issue Certificates (12)

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

View all 12

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 (24)

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

View all 24

Merge Fields & Custom Variables

Merge Fields & Custom Variables (7)

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

View all 7

Reputation Management & Reviews

Review Requests (29)

• 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 29

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 (10)

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

View all 10

Managing Custom Object Records (7)

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

View all 7

Companies

Introduction to Companies (6)

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

View all 6

Managing Company records (2)

• Bulk Delete for Companies
• Using Company Fields Across HighLevel

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

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Actions (3)

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

Associations (2)

• Association Limits in Objects
• Associations Between Opportunities, Companies & Custom Objects

GoKollab

GoKollab (10)

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

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Tasks

Creating Tasks (4)

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

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Media Storage

Getting Started w/ Media Storage (5)

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

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AI Employee

AI Employee (11)

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

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Voice AI (47)

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

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Workflow AI (4)

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

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Conversation AI (26)

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

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Content AI (6)

• Content AI in Social Planner
• Content AI in the Email Builder
• Content AI in Blogs

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Reviews AI (1)

• Reputation Management – Drip Mode in Reviews AI

Ask AI (24)

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

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AI Studio (10)

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

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Agent Studio (29)

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

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Email AI (1)

• Email Campaign Agent (Beta)

MCP Server (5)

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

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Knowledge Bases (10)

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

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Project management

Project Management (9)

• Introduction to Project Management
• Organize work with Spaces, Folders, and Lists
• Create a task or subtask

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