Getting Started!
This is an easy checklist to get you all up and running
**All HighLevel Trainings start at the Left Sidebar when you are logged in
Platform Overview
Get a solid 30,000 foot view of our platform and see the basics of where everything is and how to use HighLevel
Tech Setup
Our Team will get you all set up in HighLevel, but we need information from you first.
(If you'd prefer we go through this together, book a call HERE).
Your Business Profile
Your first step is to go to "settings" on the bottom left column and fill out the business profile and company profile in full. Don't forget to hit the "save" button on each section as you get it filled out.
Your Personal Profile
Get your profile set up and your computer synced. The next area under "settings is My Profile. Fill out all the parts, including your notification preferences
Download Lead Connector App
Connect with your Messages, your Contacts, Schedule Appointments and get notifications directly to the phone. Login information is your HighLevel info.
Set Up Your Integrations
Navigate to Settings --> Integrations and set your business up for success by connecting all the accounts you use, including your social media, google business, and others.
Integrate Your Payment Processor
Now let's get you connected to collect money. You can integrate Stripe, PayPal, Authorize.net, Square and many others into HighLevel.
Add Team Members
Training Coming Soon!
Add Your First Form
This form is often a Calendar Information Collection Form or a Contact Us Form for your website. Go to Sites --> Forms --> Builder to get started.
Add Your First Calendar
This form is often a Calendar Information Collection Form or a Contact Us Form for your website. Go to Calendars --> Calendar Settings
HighLevel Office Hours and Group Training
You have been automatically invited to the group. You'll be directed to create a password when you log in. Trainings are live 1x per week, but you have all-access tech support and training through our services.
