HighLevel Masterclass - Complete Guide To Using GHL

Explore the High Level dashboard and launchpad to connect profiles like Facebook and Google, manage conversations, opportunities, payments, and marketing from one platform, with 24/7 support and real-time updates.

Use the green lightning bolt quick actions to add contacts, book appointments, send review requests, and create opportunities within pipelines and stages in GHL.

Explore a comprehensive overview of sub account settings in high level, including business profile, billing, staff, pipelines, calendar, email, phone, WhatsApp, domains, media, integrations, and audits.

Configure your business profile by uploading the logo and entering the legal name, contact details, website, and address to enable automated messages, custom fields, and accurate records.

Learn to add unlimited staff to your subaccount and configure each member's login, two-factor authentication, calendar, availability, avatar, and permissions.

Learn to add and forward a phone number in Go High Level, customize call flow with whisper and recording options, and complete ATP/A2P compliance for SMS.

Connect your marketing channels in the integrations settings, linking Google (business profile, analytics, ads) and Facebook and Instagram, TikTok, LinkedIn, QuickBooks, Stripe, and Shopify, to consolidate messaging in conversations.

Master standard values, custom values, and custom fields in GHL. Use custom values to centralize recurring information like services, prices, and about us across emails, pages, and workflows.

Explore how to create and organize custom fields using folders in sub account settings, distinguish standard fields, and understand where fields appear in contact profiles.

Explore the launchpad tab to set up app, connect Google business profile and social profiles, enable a lead generating chatbot, configure stripe payments, and boost local seo with Yext citations.

Explore the dashboard tab to view lead capture, nurturing, and closing across stages, with a central hub that integrates data from Google Ads, Facebook, and GMB analytics.

Learn to use the conversations tab to consolidate messages from Google, Facebook, Instagram, email, and text into one inbox for channel-specific replies, with filters, templates, and workflows.

Explore the calendar tab with day, week, and month views, use filters for appointments or blocked slots, annotate, and create new bookings across multiple calendars and groups.

Learn to access calendar settings, create and edit calendars (including simple calendar), set availability and meeting durations, configure forms, payments, notifications, and Google Calendar integrations for streamlined bookings.

Block off time by switching to month view, selecting a day, and creating, editing, or deleting a block or appointment. Connect Stripe in calendar settings to accept deposits.

Learn why a calendar slug can be taken in High Level and fix it by using a unique slug or embedding the calendar on a domain-connected page.

Explore the contacts tab in high level, filter by tags, pipelines, stages, and unlimited contacts. Add contacts, assign campaigns, and export or import lists.

Learn how to import and export contacts in high level, filter and map fields for CSV imports, and name lists while applying tagging and advanced options.

Learn how to delete a contact in HighLevel, including bulk delete, filtering, selecting all records, and confirming deletion that removes conversations, opportunities, and history.

Learn to create and save smart lists in HighLevel by filtering audiences with tags like Facebook leads or location, then manage, share, and apply them to automations.

Learn to merge duplicate contacts after uploading by filtering, selecting records, and choosing a master record, then confirming and resolving to combine data into one contact.

Utilize the notes in the contact view to capture important details from conversations, create tasks for follow-ups, and reference past talks to guide future outreach.

Create and manage tasks from the full contact view, assign to teammates, set due dates, and track progress on the dashboard with filters for pending and completed.

Learn how to bulk add contacts to a workflow from a contact list, choose timing and batch size, and manage scheduled actions via campaigns and bulk actions.

Learn how to use bulk actions to move contacts across pipeline stages in the opportunities tab, including filtering, applying stage changes, and tracking value and source.

Filter active patients by location, select all, and bulk send review requests via email or SMS, with scheduled timing and batch control for delivery.

Learn how to bulk add or remove tags to contacts, filter by tag, select records, and track with a description of what you did and when you did it.

Filter your contacts by tag, location, or custom values, then perform a bulk SMS or email send with scheduling or drip options and a descriptive message.

Explore the automations tab to manage folders, pre-built workflows, and snapshots, customize triggers and campaigns, and automate messages and actions to save time and boost conversions.

Create a workflow from scratch in high level, exploring triggers, actions, tagging, opportunities, internal notifications, wait steps, if-else branches, and prebuilt templates to automate processes.

Assign a price to contacts to reveal total potential revenue at each pipeline stage, via manual updates or automated lead value workflows.

Learn how to duplicate contacts across pipeline stages in highlevel, using workflows or subaccount settings, and decide when duplication suits static versus multi-stage pipelines.

Explore the payments tab, overview invoices, templates, payment links, orders, subscriptions, products, coupons, taxes, and stripe integration to streamline client payments.

Create and manage products in the payments tab, attach them to invoices, and set one-time or recurring pricing with taxes. Add discounts and send invoices or request payments from conversations.

Test your stripe integration before going live by creating a $1 invoice and sending a payment link to yourself to verify funds arrive instantly and you receive Stripe notifications.

Manually record payments to invoices using cash, card, check, or bank transfer, and save frequent invoices as templates.