Full Setup Guide
Setup Your Entire Highlevel Account
Complete these steps in order for the best experience.
For easier setup, we recommend having these instructions open in a separate window / screen so you can follow along with the setup instructions as you complete them.
Business Profile
Update your business information
Your account is setup to use the information entered into your business profile on your templates and customer communications. It's important that your business profile is filled out completely and correctly.
Setup Phone + Texting / A2P Registration
Allows for Text Messaging + Phone Calls
Telecomm companies require ALL businesses to register their marketing phone numbers to be able to send and receive text messages and phone calls through any software system, including Highlevel. There is a small fee to register ($10-20). This is HIGHLY recommended to get the most out of your marketing.
Connect Google
Connect your Calendar and Google Business Profile
By connecting your Google account you can integrate with your Google Calendar and your Google Business Profile which will allow for synced scheduling, review requests, and more.
Connect Facebook
Connect your Facebook Business Page and Ads Manager
By connecting your Facebook Business Page you can then connect your Business Manager and Ads Manager so you can easily run your social media posting and scheduling from Highlevel and also run and manage your Facebook/Instagram Ads directly from Highlevel.
Setup Calendars / Online Scheduling
Setup or integrate existing online scheduling
Get more new customers by making booking appointments easy by integrating or setting up your online scheduling calendar. You can use the built-in scheduling system in Highlevel -or- use your existing online scheduling system.
Connect Domain
Connect your domain so you can setup landing pages / funnels
If you are planning on using landing pages, funnels, or website features of Highlevel you will need to connect your existing domain name or purchase a new one to use.
Setup Landing Page / Funnels
Improve lead quality with landing pages and funnels
Landing pages and funnels are a great way to educate people about your services before they claim an offer or schedule an appointment, this helps improve your lead quality (people more likely to book an appointment, show up, and purchase treatment).
Setup A.I. Chat Bot
Automate lead communication
Setup and train your A.I. Chat Bot to handle your frequently asked questions and book appointments for new customers - so you can focus on your patients in-office instead of chasing leads and answering redundant questions.
Setup Social Posting / Scheduling
Schedule your social media posts
Get more leads, establish a following, build trust and loyalty, and stay in front of existing customers through active and consistent social media posting. You can even have A.I. help write the posts!
Setup Reputation Management / Reviews
Improve SEO and get more leads and customers
Setup and utilize the built-in reputation management system to get more reviews on your Google Business Profile which will help increase your SEO and generate more leads and new customers (because of all your great reviews!)
Run Facebook / Instagram Ads
It's time to grow your business
Once you are fully setup, it's time to run Facebook Ads to help you grow your business by getting new leads and new customers. With all of the other features properly setup, this will create a fully automated marketing system for getting leads, booking them onto your calendar, and helping to increase your clientele (and revenue!) Follow this guide to easily setup and run Facebook Ads directly through Highlevel.