GoHighLevel Tutorial for Beginners: 10 Steps to Get Set Up

Choose a trial offer and confirm its duration, selected plan and billing start date on the official signup page. Set a reminder before the trial ends and use test data while you learn.

Open your sub-account and work through the Launchpad setup prompts. Connect only what you need for the first lead-to-booking flow, and keep a list of items waiting for verification.

In the business profile settings, add accurate business details, contact information, address and time zone. Check branding and sender details before publishing pages or sending messages; use your real information rather than template placeholders.

Start with one test contact or a small clean import and map the columns to the correct fields. Preserve consent records, remove duplicates and do not automatically message an old list just because it imported successfully.

Create simple stages such as New lead, Contacted, Booked and Won, then add a test opportunity. Assign an owner and a realistic deal value so dashboard figures have a clear meaning.

Create an appointment type, set availability and connect the appropriate external calendar. Test booking, cancellation and rescheduling from a customer’s point of view, including time zones and reminder timing.

Configure your supported phone service and sending domain using the current setup guides. Complete required verification and US A2P registration where applicable; sending charges, consent and opt-out rules still apply.

Start from a template and replace its text, images, links and business details. Add a form or booking calendar, then test the submission reaches your contact record before connecting a domain and publishing.

Pick a simple recipe for lead follow-up or appointment confirmation, then set its trigger, actions and stop rules. Test it with your own contact and confirm replies, cancellations and opt-outs do not keep receiving unwanted messages.

Connect the relevant business review account and choose when to request honest feedback. Test the link and message, respect consent, and avoid review gating or template claims that do not match your business.