How are you fast onboarding with the new A2P regulations? Don’t most of you rely on SMS marketing as a selling point. Ie chat widget MCTB reminder automations, review text reminders — The original post in the GoHighLevel Official Facebook group discusses the challenge of fast onboarding with the new A2P (Application-to-Person) regulations and how… Read More »
Anyone know of ways or have suggestions to automate/streamline onboarding new clients? e.g. setting up their profile, staff, integrations, calendar, facebook. We have an encyclopedia right now of all onboarding steps, so curious how others have cracked this. Especially interested in automation ideas (rather than outsourcing the task). — Original Post Summary: The original post… Read More »
We will have 200+ account users that need to get onboarded but we don’t want them to see one another’s emails inside of GHL settings > integrations or calendar settings on the round robin. Is there a custom code or some way to hide:#1: Emails on integration section  Calendar Settings for someone who is… Read More »
how to start a free trial after onboarding call, the sass configuration setting are set for 7 day free trial, I want the free trial to start not after sign up but after the customer sets a onboarding call. — One member of the “GHL Experts” Facebook group is seeking advice on how to set… Read More »
Need a good onboarding add-on, so far all of them suck. Same goes for a secure client area, where clients can check balances, etc HHHHHEEELP!!! — The original post in the “GHL Experts” Facebook group is from a user who is seeking recommendations for a good onboarding add-on and a secure client area within the… Read More »
Is there an updated demo of the review widget? Onboarding and etc? — Original post: Is there an updated demo of the review widget? Onboarding and etc? The original post in the “GHL Experts” Facebook group is asking if there is an updated demo available for the review widget in GoHighLevel CRM software. The user… Read More »
On my tech onboarding call the rep said he would fix this button but its still not fixed. How can I remove this? — Title: Troubleshooting Unresolved Button Issues in GoHighLevel CRM Summary: In a post from the “GHL Experts” Facebook group, a user shares their frustration concerning a button that was promised to be… Read More »
Hi there. I am an affiliate and agency for HighLevel. This tasklist is not a direct referral link to sign up for HL. I assume if you are visiting this subreddit that you have questions and have already signed up. Of course I can field questions about the product, but I would need to have… Read More »
I’m looking for an automated solution to assist in onboarding new projects and confirming crucial details and scope of work. I’m assuming some sort of AI based SMS bot would do the trick but have little to no experience in this realm. Any adivist appreciated — Title: Automating Project Onboarding and Confirmation with GoHighLevel CRM… Read More »