Getting Started with Go High Level
Create and Access Your Go High Level Account
Sign up at gohighlevel.com, log in, and explore the dashboard for managing funnels, automation, and CRM.
Understand the Dashboard and Tools
The sidebar lets you navigate through funnels, campaigns, forms, appointments, and integrations.
Set Up Your Business Settings
Add your company info, set working hours, and define your pipeline stages before launching.
How to Set Up Go High Level the Right Way
Set Up Sub-Accounts (Snapshots)
Use pre-built snapshots or create a custom one for your business niche.
Add Your Team and Assign Roles
Invite your team and assign permissions to manage clients, leads, or sales.
Customize Your Branding
Upload your logo, set colors, and personalize your domain for a branded experience.
How to Create a Funnel in Go High Level
Go to the Funnels Tab
Click on “Funnels” from the menu and choose “+ New Funnel.”
Add Funnel Steps
Name each step (landing page, thank you, upsell) and select templates or designs from scratch.
Connect Automation
Attach workflows to funnel steps for lead follow-up, tagging, and nurturing.
Preview and Launch
Test all steps, ensure mobile responsiveness, and publish your funnel live.
How to Create a Form in Go High Level
Navigate to the Forms Section
Click “Form Builder” and hit “+ New Form.”
Add Form Fields
Drag fields like name, email, phone number, or custom inputs as needed.
Design and Style the Form
Customize fonts, spacing, and button colors to match your brand.
Integrate the Form
Embed it on a funnel, or website, or send via a direct URL. Connect it to a workflow for automation.
How to Connect Twilio to Go High Level
Create a Twilio Account
Sign up at twilio.com, then generate your Account SID and Auth Token.
Add Twilio in Go High Level Settings
Go to Settings > Twilio and paste the credentials to integrate SMS/phone functionality.
Verify and Test
Send test messages from Go High Level to confirm the integration is active.
How to Connect Zoom to Go High Level
Get Your Zoom API Credentials
Login to Zoom Marketplace and create an App to obtain your API Key and Secret.
Go to Integrations in Go High Level
Navigate to Settings > Integrations and choose Zoom.
Paste Your API Credentials
Add the keys and click “Connect” to sync Go High Level with your Zoom account.
Use Zoom for Appointments
Automate Zoom link generation for calendar bookings and webinar funnels.
How to Cancel Your Go High Level Account or Subscription
Access Billing Settings
Log in and go to Settings > Company Billing.
Click ‘Cancel’ Next to Subscription
Select your plan and click “Cancel” to start the cancellation process.
Complete Feedback & Confirmation
Fill out any exit survey and confirm to finalize the cancellation. An email confirmation will follow.
Conclusion
Mastering Go High Level doesn’t take long. Whether you’re building funnels, and forms, or automating with Twilio and Zoom, this guide helps you get started. And if it’s not fit, canceling your subscription is just a few clicks away.
