All-in-one Marketing Software
Learn How to Setup
Your Account
Start to finish and step-by-step guides to help you get fully setup with HighLevel.
Setup Highlevel
Learn How to Get The Most From Your Account
System Overview & Introduction
One-Time Setup Items
Business Profile
Required step prior to proceeding with any other setup items within Highlevel.
Phone/SMS Compliance
Required step prior to sending any text message marketing, appointment reminders, etc.
Integrations
Optional setup item if you want to utilize Google Business Profile, Google Calendar, or other items.
Add Team Members
Optional setup if you have other people on your team or who you would like to have access to your Highlevel account.
Tracking Phone Numbers
Optional setup if you want to run Facebook Ads, manage leads within Highlevel, automate new lead nurture campaigns, etc.
Calendar / Scheduling
Optional setup if you want to utilize the built-in online booking system with automated nurture campaigns or new leads.
Additional Features & Functionality
Dashboard
Gives an overview report of activity in your account.
Conversations
Manage all two-way communications with leads and customers.
Calendars
Manage your schedule and allow online booking for customers.
Contacts
View and manage all of your contacts including leads, customers, vendors, team, etc.
Opportunities
View leads, manage them, and turn them into paying customers.
Marketing
Manage your social media planner, email marketing, templates, trigger links, and affiliate management.
Automation
View and control the majority of Highlevels automated components, such as Workflows and Content AI.
Sites
View and manage Funnels, Websites, Blogs, WordPress, Forms, Surveys, Chat Widget, Media, and URL Redirects.
Memberships
Build memberships for your patients, complete with one-time or recurring payment links.
Reputation
Manage your online reputation through Google, Facebook, and many other review sites.
Reporting
Allows you to see reporting from multiple sources.
Getting Help
Email Support
We offer Assisted Setup for a one-time fee of $125 for up to 1 hour of setup time on a screenshare with you and we will guide you through the whole process, train you on the system, and answer any questions you may have during the process.
Contact Your Account Manager
Having issues or need help diagnosing a technical issue? We offer Premium Support for $125 per incident and we will work with you to identify, diagnose, and try to resolve it as thoroughly as possible so you can get on with your marketing.
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