GoHighLevel Tutorial 2023 – How To Use Go High-Level

GoHighLevel, the ultimate all-in-one solution designed to streamline operations and workflows for agencies and businesses.

Signing Up for a GoHighLevel Account:

To get started, the first step is to sign up for a Go High-Level account. We highly recommend using our affiliate link in the description box below to take advantage of a 14-day or 30-day free trial.

Using Go High-Level with WordPress

After signing up, you have the option to use the main Go High-Level website or access your account through WordPress by installing the Go High-Level (GHL) plugin. This powerful plugin seamlessly connects the popular CRM Go High-Level with WordPress, enabling you to integrate your website with Go High-Level’s robust CRM capabilities.

The GHL plugin enhances user management and marketing automation. When a new user registers on your WordPress site, their contact information is automatically added to Go High-Level. Additionally, contact data is synced when users log in to WordPress, ensuring that your CRM remains up to date with the latest information.

The plugin also offers seamless integration with WooCommerce. Whenever a user makes a purchase on your WooCommerce store, you can apply specific tags to that contact within Go High-Level. This feature allows you to create targeted and personalized marketing campaigns based on purchase behavior. Furthermore, the plugin enables you to add contacts to selected campaigns and workflows, ensuring streamlined communication and automated processes.

Understanding the Go High-Level Website Homepage Navigation

Before we delve into exploring the Go High-Level website, let’s familiarize ourselves with the main menu. The Go High-Level navigation menu consists of the following items:

  1. Agency Dashboard: The Agency Dashboard serves as the central hub for agencies using Go High-Level. It provides an overview of important metrics, client accounts, and allows for managing multiple client campaigns. From the Agency Dashboard, you can monitor key performance indicators, track leads, and access various features and functionalities within Go High-Level.
  2. Prospecting: The Prospecting feature is designed to help agencies find and generate leads for their clients. It includes tools for lead generation, tracking, and nurturing. With Prospecting, agencies can identify potential customers, track their interactions, and nurture them through the sales process.
  3. Sub-Account: The Sub-Account feature allows agencies to create and manage separate accounts for their clients. This enables agencies to provide a personalized experience for each client and manage their campaigns independently. Sub-Accounts in Go High-Level provide a clear separation of client data and streamline the management of multiple client campaigns.
  4. Account Snapshots: Account Snapshots provide a summary of key metrics and performance indicators for each client account. It gives agencies a quick overview of the health and progress of their client campaigns. With Account Snapshots, agencies can easily assess the performance of their clients’ campaigns and make data-driven decisions.
  5. Reselling: The Reselling feature is for agencies that want to offer Go High-Level as a white-label solution to their clients. It allows agencies to rebrand the platform with their own branding and offer it as their own CRM software. With Reselling, agencies can provide a seamless experience for their clients while leveraging the power of Go High-Level.
  6. Marketplace: The Marketplace is a hub for agencies to access and purchase additional tools, integrations, and services to enhance their Go High-Level experience. It offers a range of add-ons and extensions to customize the platform according to specific business needs. With Marketplace, agencies can expand the capabilities of Go High-Level and integrate with other popular tools and platforms.
  7. Affiliate Portal: The Affiliate Portal is designed for agencies or individuals who want to earn commissions by referring new customers to Go High-Level. It provides resources and tracking tools for affiliates to effectively promote the platform. With the Affiliate Portal, agencies can capitalize on their network and generate additional income by recommending Go High-Level to others.
  8. Partners: The Partners section is for agencies or individuals who want to partner with Go High-Level. It offers partnership opportunities, resources, and support for agencies looking to collaborate with the platform. With the Partners section, agencies can explore strategic partnerships and leverage the expertise of Go High-Level to enhance their service offerings.
  9. University: The University is a learning resource center that provides training, tutorials, and educational materials to help agencies and users maximize their use of Go High-Level. It offers courses and certifications to enhance skills and knowledge. With the University, agencies can continuously upskill themselves and stay updated with the latest features and best practices in using Go High-Level.
  10. SAAS Education: SAAS Education is a section dedicated to educating agencies and users on the benefits and best practices of using software as a service (SAAS) solutions like Go High-Level. It provides insights and resources to help agencies succeed in the SAAS industry. With SAAS Education, agencies can gain a deeper understanding of the SAAS business model and leverage it to grow their businesses.
  11. Ideas: The Ideas section serves as a platform for users to share their ideas, suggestions, and feedback for improving Go High-Level. It allows users to contribute to the development and enhancement of the platform. With the Ideas section, users can actively participate in shaping the future of Go High-Level by sharing their valuable insights and suggestions.

Navigating the Go High-Level Website

Now that we understand the main menu items of Go High-Level, let’s dive into navigating the website effectively. The Go High-Level website offers a user-friendly interface with intuitive navigation. Here are the steps to access some of the key sections from the Go High-Level homepage:

  1. Contacts: From the homepage, click on the “Contacts” menu item. This will take you to the contact management section where you can view, add, and manage your contacts.
  2. Campaigns: From the homepage, click on the “Marketing” or “Opportunities” menu item. This will take you to the campaign management section where you can create and manage your marketing campaigns.
  3. Automations: From the homepage, look for the “Automation” or “Triggers” menu item. Click on it to access the automation features where you can set up automated workflows and sequences.
  4. Appointments: From the homepage, click on the “Scheduling” menu item. This will take you to the appointment scheduling section where you can manage your calendar and schedule appointments.
  5. Tasks: From the homepage, look for the “Tasks” menu item. Click on it to access the task management section where you can create and track tasks.
  6. Pipeline: From the homepage, click on the “Opportunities” menu item. This will take you to the pipeline section where you can manage your sales opportunities and track progress.
  7. Forms: From the homepage, click on the “Marketing” or “Conversations” menu item. This will take you to the forms section where you can create and customize forms.
  8. Websites: From the homepage, click on the “Marketing” or “Conversations” menu item. Look for the “Elements” or “Sections” sub-menu. This will take you to the website builder section where you can create and customize websites.
  9. Integrations: From the homepage, click on the “Contacts” or “Marketing” menu item. Look for the “Integrations” sub-menu. This will take you to the integration settings where you can connect Go High-Level with other tools and platforms.

Please note that the specific steps may vary slightly depending on the version, setup, and layout of your Go High-Level account. It’s always recommended to refer to the official documentation or tutorials for detailed instructions.

Exploring Key Features of Go High-Level

Now that we have familiarized ourselves with the Go High-Level main menu and website navigation, let’s explore some of the key features and functionalities that make Go High-Level a powerful platform for agencies and businesses. By leveraging these features, you can consolidate your operations, automate workflows, manage leads and appointments, build websites and funnels, and optimize your marketing efforts.

  1. Launch Pad: The Launch Pad feature guides users through the initial setup steps to effectively configure the software. It provides a step-by-step process for connecting Google Business, setting up mobile links, managing contacts and leads, and integrating with various platforms like Shopify and WordPress. The Launch Pad ensures a seamless onboarding experience and helps users quickly get started with Go High-Level.
  2. Dashboard: The Dashboard provides an overview of your business’s pipeline, opportunities, and leads. It allows you to track and manage calls, text messages, emails, and lead sources effectively. With the Dashboard, you can have a clear view of your business’s performance and take necessary actions to drive growth.
  3. Conversations: The Conversations feature organizes all text messages and emails in one place, allowing you to filter and manage them easily. It supports automated messages and reminders for appointments. With Conversations, you can have seamless communication with your leads and customers, ensuring a personalized and engaging experience.
  4. Calendar: The Calendar feature offers a convenient way to view and manage appointments by day, week, or month. You can connect multiple calendars, set availability preferences, and integrate with Google Calendar. The Calendar in Go High-Level helps you stay organized and never miss an appointment.
  5. Appointments: The Appointments section provides a detailed list of upcoming appointments, including the date, time, and source calendar. You can request, confirm, or reschedule appointments directly from the software. With Appointments, you can streamline your scheduling process and provide a smooth booking experience for your clients.
  6. Contacts: The Contacts section allows you to manage your contacts and filter them by tags. It offers the ability to send text messages and emails directly to contacts and add them to different campaigns or workflows. With Contacts, you can effectively nurture your leads and build strong relationships with your customers.
  7. Opportunities: The Opportunities feature helps you track leads through customizable pipelines. You can create your own pipeline steps, such as new leads, hot leads, booking requests, and confirmations. With Opportunities, you can manage your sales process efficiently and increase your conversion rates.
  8. Integrations: Go High-Level integrates with various payment gateways like Stripe, allowing you to accept payments, send invoices, and set up recurring payments or subscriptions. With integrations, you can seamlessly connect Go High-Level with other tools and platforms, extending its functionalities and enhancing your overall business operations.
  9. Marketing: The Marketing section includes features for social media marketing, email campaigns, affiliate management, and more. You can plan and schedule social media posts, manage email templates, and set up affiliate programs. With Marketing, you can streamline your marketing efforts and reach your target audience effectively.
  10. Sites: The Sites feature enables you to build websites, funnels, blogs, and forms. It provides templates, drag-and-drop functionality, and integrates with WordPress. You can create and manage website content easily. With Sites, you can showcase your business online and drive conversions.
  11. Automation: The Automation feature empowers you to set up customized workflows and automations. You can create sequences of actions triggered by events like appointment confirmations, send automated emails and texts, and track customer interactions. With Automation, you can automate repetitive tasks and save time while providing a personalized experience for your customers.
  12. Reporting: The Reporting section provides detailed analytics and reports on various aspects of your business, including Google Ads, Facebook, calls, appointments, and more. You can track performance and make data-driven decisions to optimize your strategies. With Reporting, you can measure the effectiveness of your campaigns and identify areas for improvement.
  13. Master Class: Go High-Level offers a master class that provides in-depth training on using the platform effectively. It covers all the features and provides step-by-step guidance. The master class equips you with the knowledge and skills to leverage Go High-Level to its fullest potential. Make sure to check out the free master class to enhance your expertise in using Go High-Level for your business or agency.

Conclusion

Congratulations! You now have a comprehensive understanding of the Go High-Level website and its key features. By following the steps and tips provided in this tutorial, you can effectively navigate the platform, consolidate your operations, automate workflows, manage leads and appointments, build websites and funnels, and optimize your marketing efforts.

Go High-Level is a powerful tool that empowers agencies and businesses to scale their operations and drive growth. Remember to refer to the official documentation and tutorials for detailed instructions and keep exploring the Go High-Level platform to unlock its full potential.

Thank you for reading this article, and we wish you tremendous success on your Go High-Level journey!