# GHL Customer Care Help Centre > Guides, tutorials and troubleshooting for GHL Customer Care. Search thousands of articles or browse by topic. 2,893 articles across 49 categories. Every article is also available as plain Markdown by adding .md to its URL. GHL Customer Care is the support desk for websites, GoHighLevel and onboarding: guides, walkthroughs and a team that answers. - Live MCP server for AI assistants (search, answers with citations, full articles): https://connect.docs.ghlcustomercare.com/mcp - Setup guide for Claude, ChatGPT, Cursor, VS Code and other clients: https://docs.ghlcustomercare.com/mcp - Support: support@ghlcustomercare.com ## Full text by category - [Sites](https://docs.ghlcustomercare.com/llms/sites.txt): every Sites article in full, as one Markdown file (317 articles) - [AI Employee](https://docs.ghlcustomercare.com/llms/ai-employee.txt): every AI Employee article in full, as one Markdown file (202 articles) - [Phone System](https://docs.ghlcustomercare.com/llms/phone-system.txt): every Phone System article in full, as one Markdown file (117 articles) - [Calendars & Appointments](https://docs.ghlcustomercare.com/llms/calendars-and-appointments.txt): every Calendars & Appointments article in full, as one Markdown file (144 articles) - [Marketing](https://docs.ghlcustomercare.com/llms/marketing.txt): every Marketing article in full, as one Markdown file (321 articles) - [Payments](https://docs.ghlcustomercare.com/llms/payments.txt): every Payments article in full, as one Markdown file (115 articles) - [Email](https://docs.ghlcustomercare.com/llms/email.txt): every Email article in full, as one Markdown file (103 articles) - [Workflows](https://docs.ghlcustomercare.com/llms/workflows.txt): every Workflows article in full, as one Markdown file (329 articles) - [Reselling Products](https://docs.ghlcustomercare.com/llms/reselling-products.txt): every Reselling Products article in full, as one Markdown file (135 articles) - [Integrations](https://docs.ghlcustomercare.com/llms/integrations.txt): every Integrations article in full, as one Markdown file (45 articles) - [Agency View](https://docs.ghlcustomercare.com/llms/agency-view.txt): every Agency View article in full, as one Markdown file (71 articles) - [Settings](https://docs.ghlcustomercare.com/llms/settings.txt): every Settings article in full, as one Markdown file (60 articles) - [Contacts](https://docs.ghlcustomercare.com/llms/contacts.txt): every Contacts article in full, as one Markdown file (42 articles) - [Dashboards](https://docs.ghlcustomercare.com/llms/dashboards.txt): every Dashboards article in full, as one Markdown file (54 articles) - [Memberships & Communities](https://docs.ghlcustomercare.com/llms/memberships-and-communities.txt): every Memberships & Communities article in full, as one Markdown file (96 articles) - [Account Snapshots](https://docs.ghlcustomercare.com/llms/account-snapshots.txt): every Account Snapshots article in full, as one Markdown file (48 articles) - [Mobile & Desktop App](https://docs.ghlcustomercare.com/llms/mobile-and-desktop-app.txt): every Mobile & Desktop App article in full, as one Markdown file (54 articles) - [Opportunities & Pipelines](https://docs.ghlcustomercare.com/llms/opportunities-and-pipelines.txt): every Opportunities & Pipelines article in full, as one Markdown file (33 articles) - [Customer Support](https://docs.ghlcustomercare.com/llms/customer-support.txt): every Customer Support article in full, as one Markdown file (31 articles) - [Reputation Management & Reviews](https://docs.ghlcustomercare.com/llms/reputation-management-and-reviews.txt): every Reputation Management & Reviews article in full, as one Markdown file (36 articles) - [Getting Started w/ GHL Customer Care](https://docs.ghlcustomercare.com/llms/getting-started-w-ghl-customer-care.txt): every Getting Started w/ GHL Customer Care article in full, as one Markdown file (26 articles) - [Reporting](https://docs.ghlcustomercare.com/llms/reporting.txt): every Reporting article in full, as one Markdown file (24 articles) - [Developer Resources](https://docs.ghlcustomercare.com/llms/developer-resources.txt): every Developer Resources article in full, as one Markdown file (27 articles) - [Conversations](https://docs.ghlcustomercare.com/llms/conversations.txt): every Conversations article in full, as one Markdown file (31 articles) - [Certificates](https://docs.ghlcustomercare.com/llms/certificates.txt): every Certificates article in full, as one Markdown file (21 articles) - [SaaS Configurator](https://docs.ghlcustomercare.com/llms/saas-configurator.txt): every SaaS Configurator article in full, as one Markdown file (51 articles) - [Documents & Contracts](https://docs.ghlcustomercare.com/llms/documents-and-contracts.txt): every Documents & Contracts article in full, as one Markdown file (31 articles) - [App marketplace](https://docs.ghlcustomercare.com/llms/app-marketplace.txt): every App marketplace article in full, as one Markdown file (24 articles) - [E-commerce store](https://docs.ghlcustomercare.com/llms/e-commerce-store.txt): every E-commerce store article in full, as one Markdown file (44 articles) - [Client Portal](https://docs.ghlcustomercare.com/llms/client-portal.txt): every Client Portal article in full, as one Markdown file (24 articles) - [GHL Customer Care Affiliates Program](https://docs.ghlcustomercare.com/llms/ghl-customer-care-affiliates-program.txt): every GHL Customer Care Affiliates Program article in full, as one Markdown file (19 articles) - [Custom Objects.](https://docs.ghlcustomercare.com/llms/custom-objects.txt): every Custom Objects. article in full, as one Markdown file (17 articles) - [Industry Guides](https://docs.ghlcustomercare.com/llms/industry-guides.txt): every Industry Guides article in full, as one Markdown file (97 articles) - [Logic & Fulfillment](https://docs.ghlcustomercare.com/llms/logic-and-fulfillment.txt): every Logic & Fulfillment article in full, as one Markdown file (13 articles) - [CRM](https://docs.ghlcustomercare.com/llms/crm.txt): every CRM article in full, as one Markdown file (12 articles) - [GoKollab](https://docs.ghlcustomercare.com/llms/gokollab.txt): every GoKollab article in full, as one Markdown file (10 articles) - [Project management](https://docs.ghlcustomercare.com/llms/project-management.txt): every Project management article in full, as one Markdown file (9 articles) - [Companies](https://docs.ghlcustomercare.com/llms/companies.txt): every Companies article in full, as one Markdown file (8 articles) - [Merge Fields & Custom Variables](https://docs.ghlcustomercare.com/llms/merge-fields-and-custom-variables.txt): every Merge Fields & Custom Variables article in full, as one Markdown file (7 articles) - [Eliza Agent Platform](https://docs.ghlcustomercare.com/llms/eliza-agent-platform.txt): every Eliza Agent Platform article in full, as one Markdown file (6 articles) - [Add-ons & Sales Trainings](https://docs.ghlcustomercare.com/llms/add-ons-and-sales-trainings.txt): every Add-ons & Sales Trainings article in full, as one Markdown file (5 articles) - [University](https://docs.ghlcustomercare.com/llms/university.txt): every University article in full, as one Markdown file (5 articles) - [Miscellaneous](https://docs.ghlcustomercare.com/llms/miscellaneous.txt): every Miscellaneous article in full, as one Markdown file (5 articles) - [Media Storage](https://docs.ghlcustomercare.com/llms/media-storage.txt): every Media Storage article in full, as one Markdown file (5 articles) - [Notifications](https://docs.ghlcustomercare.com/llms/notifications.txt): every Notifications article in full, as one Markdown file (4 articles) - [Internationalization](https://docs.ghlcustomercare.com/llms/internationalization.txt): every Internationalization article in full, as one Markdown file (4 articles) - [Compliance](https://docs.ghlcustomercare.com/llms/compliance.txt): every Compliance article in full, as one Markdown file (4 articles) - [Agency Reporting](https://docs.ghlcustomercare.com/llms/agency-reporting.txt): every Agency Reporting article in full, as one Markdown file (3 articles) - [Tasks](https://docs.ghlcustomercare.com/llms/tasks.txt): every Tasks article in full, as one Markdown file (4 articles) ## Sites - [How to Add a Two‑Step Order Form to a Funnel](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-add-a-two-e2-80-91step-order-form-to-a-funnel.md): Build a two‑step order form in GHL Customer Care Funnels! Learn how to attach products, enable Cart Mode, add order bumps, test payments, and go live with confidence. - [Tracking Scripts/Pixel Code](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/tracking-scripts-pixel-code.md): How and where to install tracking scripts on either all pages or specific pages within the GHL Customer Care Funnel Builder Important Note in regard to… - [SEO Meta Data](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/seo-meta-data.md): Enhance your website's visibility and performance with GHL Customer Care's SEO Meta Data Suggester. This powerful tool provides recommendations for… - [Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons for Websites and Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/click-to-call-click-to-text-and-click-to-email-links-buttons-for-websites-and-fu.md): Easily create click-to-call, text, and email links in GHL Customer Care to improve mobile engagement, streamline communication, and trigger automation workflows. - [Sticky Contact - Two-Step Order Form](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/sticky-contact-two-step-order-form.md) - [How to import a Funnel From ClickFunnels?](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-import-a-funnel-from-clickfunnels.md): The ClickFunnels to GHL Customer Care importer is useful for individuals or businesses looking to switch from ClickFunnels to GHL Customer Care and want to migrate their existing funnels and pages without having to rebuild them from scratch. - [Navigation Menus In The GHL Customer Care Funnel Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/navigation-menus-in-the-ghl-customer-care-funnel-builder.md): Learn how to create and configure Navigation Menus in the GHL Customer Care Funnel Builder, including the new wrap option and improved submenu behavior. - [Custom Meta Tags](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/custom-meta-tags.md): Learn how to add custom meta tags to your Funnels and Websites in GHL Customer Care to boost SEO and control browser behavior with easy step-by-step instructions. - [Show Popup on Entering Funnel/Website](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/show-popup-on-entering-funnel-website.md): Learn how to automatically show a popup when a visitor lands on your funnel or website page in GHL Customer Care. Step-by-step guide with settings, tips, and FAQs. - [Funnels & Websites | Creating Categories in the Navigation Menu](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/funnels-websites-creating-categories-in-the-navigation-menu.md): Learn how to organize your website’s navigation using drag-and-drop categories. Improve user experience with clean, nested menu structures in GHL Customer Care. - [Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products?](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/stripe-troubleshooting-why-is-my-stripe-plan-not-shown-in-the-funnel-products.md): One time products are not shown in Stripe Plan dropdown, they can be set up directly on GHL Customer Care. The Stripe Plan dropdown only shows the subscription plans. - [How to Add a Slider / Carousel to your Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-add-a-slider-carousel-to-your-funnels-websites.md): Learn how to add an image slider to your GHL Customer Care funnel and website in no time. Elfsight gives you best free tools to use with your websites for free. - [Delay Appearance of Elements on Funnels or Websites using the Minute Timer](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/delay-appearance-of-elements-on-funnels-or-websites-using-the-minute-timer.md): You can show or hide any element on your funnel or website using a minute timer. The timer itself can be hidden or shown based on your set up requirements. - [Scroll to Elements or Sections in Websites or Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/scroll-to-elements-or-sections-in-websites-or-funnels.md): Learn how to scroll to any section on your funnel or website using links, buttons, or menu items in GHL Customer Care. Simple setup using CSS selectors. - [How to have different websites for desktop and phone](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-have-different-websites-for-desktop-and-phone.md): This article will help you understand how to have different websites for desktop and phone. - [How to properly add a Hyperlink to funnels/websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-properly-add-a-hyperlink-to-funnels-websites.md): Learn how to add hyperlinks to your GHL Customer Care funnels and websites the right way. Make sure you hit the 'Enter' button before saving your page so that it works fine. - [Why Tracking Code doesn't get copied on copying a page?](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/why-tracking-code-doesn-t-get-copied-on-copying-a-page.md): Why Tracking Code doesn't get copied on copying a page? - [Products With Payment Plans + Authorization](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/products-with-payment-plans-authorization.md) - [Funnel Statistics](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/funnel-statistics.md): Learn how to view and interpret GHL Customer Care funnel and website statistics. Track page views, opt-ins, sales, and revenue to optimize your funnel performance. - [How to Change Heading Tags (h1, h2, etc) on Funnels/Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-change-heading-tags-h1-h2-etc-on-funnels-websites.md): Learn how to change H1–H6 heading tags in GHL Customer Care Funnels & Websites to improve SEO, structure, and mobile readability with simple step-by-step edits. - [How to Setup 301 URL Redirects](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-setup-301-url-redirects.md): How to create and manage 301 redirects in GHL Customer Care. Follow step-by-step instructions to improve SEO, preserve rankings, and ensure a seamless user experience. - [How to authorize card payments using the old funnel builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-authorize-card-payments-using-the-old-funnel-builder.md): Payment Verification Process in Funnels (Version 1) - [How to authorize card payments in funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-authorize-card-payments-in-funnels.md): Payment Verification Process in Funnels (Version 2) - [How to Create and Add Products To a Funnel/ Website (Payments)](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-create-and-add-products-to-a-funnel-website-payments.md): How to manage all your products from one area within the system. - [How to authorize card payments in Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-authorize-card-payments-in-websites.md): Covered in this Article: How to authorize card payments in Websites How Authorization Works Setting up Authorization How to authorize card payments in… - [How to authorize card payments using the old Website builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-authorize-card-payments-using-the-old-website-builder.md): How to authorize card payments using the older version of the website builder (Version 1) - [Converting funnels and websites with the new import feature](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/converting-funnels-and-websites-with-the-new-import-feature.md): Overview Ever wanted to convert or import a website or funnel page into a new funnel/website you're building? With the new import feature this can now be… - [How to fix Error while displaying webpage after a purchase](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-fix-error-while-displaying-webpage-after-a-purchase.md): If you're getting the error: "Order successfully placed! However, Something went wrong while displaying this webpage, please contact the seller." Here's… - [Hosted Video Player For Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/hosted-video-player-for-funnels.md): Now upload and stream videos with an all new video Player, third party video hosting is no longer a necessity - [Tracking Viewer Progress on a Funnel Hosted Video](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/tracking-viewer-progress-on-a-funnel-hosted-video.md): More Tutorials from the Community https://youtu.be/XCA4ozQbiQ4 https://youtu.be/MCsdgS-Bpfs https://youtu.be/Gp-w49UvLsE https://youtu.be/4PahJqXfjhI Now… - [Split Testing in Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/split-testing-in-funnels.md): Split testing is an effective way to evaluate ideas for optimizing a page to attract and retain users. This can lead to increased traffic to your website and improved search visibility. By utilizing SEO, you can reap the benefits of increased web traffic - [How to Create a Customizable 404 Error Page](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-create-a-customizable-404-error-page.md): Enhance your user experience with our existing customizable 404 error page feature! Seamlessly redirect users encountering errors to a custom, brand-aligned webpage instead of the default error page. - [How to use the Domain Connect feature?](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-domain-connect-feature.md): Domain Connect transforms the complex domain connection process into a seamless experience. By automatically detecting and configuring domains with a mere click, it is replacing the need for manual DNS record adjustments. - [Lead Generation with Hosted Videos Using Forms](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/lead-generation-with-hosted-videos-using-forms.md): generate more leads by setting a timestamp lock on the hosted video, which then displays a popup form. The viewer will need to complete and submit this form to continue watching the video. - [Image Slider Element for Engaging Web Design](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/image-slider-element-for-engaging-web-design.md): empowers users to craft dynamic and visually striking image sliders, enhancing user interaction and engagement on their websites and funnels. - [Video Background](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/video-background.md): A new and exciting feature has been introduced in the funnel/website builder, known as the "Video Background." This feature allows users to seamlessly… - [Social Media Icons](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/social-media-icons.md): Learn how to add, edit, and style social media icons in GHL Customer Care’s website builder to drive engagement and link to your social profiles. - [Creating Mobile-Responsive Designs Made Easy: Funnel & Website Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/creating-mobile-responsive-designs-made-easy-funnel-website-builder.md): This articles talks about simplifying the creation of mobile-responsive funnels and sites. Users can now enjoy improved customization with… - [Resolution of Figerprint Issue in Order form on Wordpress](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/resolution-of-figerprint-issue-in-order-form-on-wordpress.md): If you are facing the fingerprint issue in order form on wordpress. You should be seeing the below error in your order form As of now, there can be two… - [Websites Overview](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/websites-overview.md): Learn how to use GHL Customer Care Websites (Site Builder) to create pages with sections, rows, and elements, manage navigation, and publish a complete website. - [Hide and Show Elements on Button Click (Funnels & Websites)](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/hide-and-show-elements-on-button-click-funnels-websites.md): Introducing a powerful enhancement to our platform with the addition of the "Show/Hide Elements on Click" feature. This new button action empowers users to dynamically hide or reveal hidden elements on both mobile and desktop views. - [Save, Draft and Publish Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/save-draft-and-publish-funnels-and-websites.md): Funnels and Websites now has a powerful feature that allows you to effortlessly save drafts and publish various versions of your live funnels and… - [Page View Triggers for Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/page-view-triggers-for-funnels-and-websites.md): Learn how to use the Funnel/Website PageView trigger in workflows to automate actions when contacts visit pages, page paths, or UTMs on funnels or sites. - [Hydration event in custom code in Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/hydration-event-in-custom-code-in-funnels.md): A new custom event hydrationDone has been introduced in the preview. This event will be dispatched when the funnel/website preview has completed its… - [Font Weight in Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/font-weight-in-funnels-and-websites.md): Key features & benefits: Users now have the flexibility to select the font weight for any given component within their website or funnel. The font-weight… - [How to Use Prebuilt Elements in Your Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-prebuilt-elements-in-your-funnels-and-websites.md): We have released something cool on the left sidebar - Prebuilt Elements. Powerful design elements that will streamline your design process and bolster… - [How to Add Dynamic Animations to Text Elements](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-add-dynamic-animations-to-text-elements.md): We’re thrilled to introduce our new Entrance Animations for Text Elements feature! This update allows you to add dynamic animations to text (Heading… - [How to Use the New Block Editor in Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-new-block-editor-in-funnels-and-websites.md): Learn how to use the new Block Editor in GHL Customer Care Funnels and Websites to format text, apply custom fonts, and refine lists and typography in seconds. - [How to Easily Add and Edit Shadows in Your Website Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-easily-add-and-edit-shadows-in-your-website-builder.md): Excited to announce the launch of our latest feature in Funnels and Websites Builder Editor – the ability to add shadows to your elements effortlessly… - [How to Use Site and Funnel Analytics in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-site-and-funnel-analytics-in-ghl-customer-care.md): Learn how to use GHL Customer Care Site & Funnel Analytics. Select asset types, apply filters and explore your results to analyze funnels, sites, blogs, and more. - [How to Enhance Your Images in the Funnel and Website Builder with the Image Action Feature](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-enhance-your-images-in-the-funnel-and-website-builder-with-the-image-acti.md): New options have been added to the Image Action feature, enhancing functionality for images within the funnel / website builder. These updates provide… - [How to Enhance Your Content with Dynamic Visual Effects](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-enhance-your-content-with-dynamic-visual-effects.md): New Entrance and Hover Animations for Images and Buttons!! Enhance your content with dynamic visual effects, making your presentations and online… - [Webinar Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/webinar-funnels.md): Learn how to build webinar funnels that convert. Capture leads, drive engagement, and automate follow-ups using GHL Customer Care’s powerful funnel tools. - [Funnels & Websites: Photos Gallery Element](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/funnels-websites-photos-gallery-element.md): This new feature empowers users to create professional-looking, customizable galleries effortlessly, without needing any technical skills. This… - [Advanced Image Settings for Mobile & Desktop View](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/advanced-image-settings-for-mobile-desktop-view.md): With advanced control over image dimensions, users can properly optimize the appearance of their websites and funnels for both mobile and desktop views… - [Web Widget Marketplace for Funnels and Websites Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/web-widget-marketplace-for-funnels-and-websites-builder.md): We’re excited to share a new feature that makes it easier for you to customize your online funnels, websites, stores, and blogs. Our new Web Widget… - [Navigation Menu Revamp with Mega Navigation Support](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/navigation-menu-revamp-with-mega-navigation-support.md): The mega menu option enables website owners to present additional information in an organized, visually appealing manner. This update streamlines menu… - [How to Create an Exit-Intent Pop-Up in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-create-an-exit-intent-pop-up-in-ghl-customer-care.md): Learn how to create an exit-intent pop-up in GHL Customer Care to capture leads before they leave. Follow this guide to set up customize pop-ups and boost conversions. - [Sync Your Countdown: Dynamic Timer for Emails & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/sync-your-countdown-dynamic-timer-for-emails-websites.md): TABLE OF CONTENTS Introduction How It Works Step-by-Step Guide 1. Create a Dynamic Timer in Email Builder 2. Add the Timer to Funnels and Website Builder… - [Manual Payment Support for Forms & Surveys](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/manual-payment-support-for-forms-surveys.md): TABLE OF CONTENTS Overview Available Payment Types How It Works 1. Enable Manual Payments 2. Automatic Display in Forms & Surveys 3. Order Processing &… - [How to Use the Cookie Consent Banner in GHL Customer Care Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-cookie-consent-banner-in-ghl-funnels-websites.md): TABLE OF CONTENTS Setting Up the Cookie Consent Banner 1. Enable the Banner 2. Configure Button Actions 3. Customize Cookie Preferences Customizing the… - [Troubleshooting URL Indexing Issues in Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/troubleshooting-url-indexing-issues-in-funnels.md): Learn how to fix funnel URL indexing issues in GHL Customer Care, remove random numbers from URLs, update paths, add canonical tags, and use redirects. - [Auto-Save and Version History for Funnels, Websites, and More!](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/auto-save-and-version-history-for-funnels-websites-and-more.md): We've introduced Auto-Save and an improved Version History feature to make the editing experience more reliable and user-friendly across Funnels… - [Prebuilt Mega Menu Headers](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/prebuilt-mega-menu-headers.md): This article shows you how to add Prebuilt Mega Menu Headers to your funnels or websites using GHL Customer Care’s visual editor. Mega menus help structure… - [Using the New Revamped Sidebar in Funnel & Website Builders](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/using-the-new-revamped-sidebar-in-funnel-website-builders.md): Enable and master the revamped sidebar in GHL Customer Care’s Funnel & Website Builder. Discover tab-based controls, collapsible panels, persistent UI states, and a modern minimal design to streamline your workflow. - [Audit Logs in Funnels, Websites, Webinars & Stores](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/audit-logs-in-funnels-websites-webinars-stores.md): Learn how to use Audit Logs in Funnels, Websites, Webinars, and Stores to track who made changes, when updates happened, and what was modified. - [Saved Sections - Funnels, Websites, Webinars and E-Commerce Store](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/saved-sections-funnels-websites-webinars-and-e-commerce-store.md): Create and sync reusable page sections across funnels, websites, webinars, blogs & e-commerce stores with GHL Customer Care’s Universal Section Templates. - [How to Use the Logo Showcase Element](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-logo-showcase-element.md): Learn to add and customize GHL Customer Care's Logo Showcase element to display client logos in ticker or carousel modes, boosting your trust and user engagement - [How to Use the Download File Action for Buttons](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-download-file-action-for-buttons.md): This feature allows you to set button, image and link actions to download a file from the media library. Improve use experience in websites and funnels! - [Customizing Forms Inside Funnels Using the Form Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/customizing-forms-inside-funnels-using-the-form-builder.md): Learn how to customize forms directly inside the GHL Customer Care Funnel Builder using the pop-up Form Builder, including editing fields, styling, and localized interface behavior. - [Animation Customizations in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/animation-customizations-in-funnels-websites.md): Learn how to customize animations in GHL Customer Care’s Page Builder, including scale, duration, delay settings, and improved animation delay behavior. - [Funnels & Websites: Number Counter Widget](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/funnels-websites-number-counter-widget.md): Showcase revenue milestones and social proof with GHL Customer Care's Number Counter Widget. Add animated, smart formatted stats to sites and funnels. No code needed. - [Download File Action for Buttons, Images, and SVGs](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/download-file-action-for-buttons-images-and-svgs.md): Use GHL Customer Care’s Download File Action to let visitors instantly download PDFs, images, ZIPs and more from buttons, images and SVGs. Zero coding needed! - [Guide: Funnel & Website Stats Definitions](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/guide-funnel-website-stats-definitions.md): Learn what each Funnel and Website Stat means. This guide explains Page Views, Opt-ins, Sales metrics, and more to help you improve your funnel performance. - [URL Parameters in Websites and Funnels](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/url-parameters-in-websites-and-funnels.md): Learn how to use URL Parameters in GHL Customer Care to personalize Funnels, Websites, Stores, and Webinars with defaults, text formatting, and safe rendering. - [Nested URL Paths Support for Websites, Funnels, Ecomm & Webinars](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/nested-url-paths-support-for-websites-funnels-ecomm-webinars.md): Learn how to create clean, SEO‑friendly nested URL Paths in Funnels, Websites, E‑commerce, and Webinars in GHL Customer Care. Improve SEO and website organization. - [Nested Layouts in Funnel and Website Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/nested-layouts-in-funnel-and-website-builder.md): Master GHL Customer Care’s Nested Layouts to craft flexible, responsive funnels and websites fast. Step‑by‑step setup, pro tips, and FAQs ensure pixel‑perfect pages. - [Drag and Drop with Auto-Hierarchical Layout in Funnel & Website Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/drag-and-drop-with-auto-hierarchical-layout-in-funnel-website-builder.md): Build pages and funnels faster with GHL Customer Care’s true drag‑and‑drop freedom. The auto-hierarchical layout instantly creates Sections, Rows, and Columns so you can design without manual prep. - [How to Use the Color Picker for Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-color-picker-for-funnels-websites.md): Learn how to use GHL Customer Care’s Color Picker to apply brand, default, and custom colors, set per-character styling, and keep palettes consistent with validation. - [How to Create Multiple Popups Per Page for Funnels and Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-create-multiple-popups-per-page-for-funnels-and-websites.md): Learn how to create and manage multiple popups in GHL Customer Care, including improved column resizing, mobile touch support, and flexible trigger settings. - [How to Use Rich Text Elements in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-rich-text-elements-in-funnels-websites.md): Learn how to use List Item Spacing in GHL Customer Care Page Builder to control the space between bullet list items for cleaner, more readable pages. - [How to Use the Testimonial Element](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-the-testimonial-element.md): Add on-brand social proof in GHL Customer Care. Create testimonial grids, vertical masonry, or carousels; customize card styles, fonts, spacing, and visible details. - [Using Custom Font in Funnels And Websites](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/using-custom-font-in-funnels-and-websites.md): Upload and manage custom fonts directly inside GHL Customer Care’s Funnels & Websites Builder. Keep brand typography consistent with no CSS or external hosting needed. - [Complete Guide to Creating Webinars in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/complete-guide-to-creating-webinars-in-ghl-customer-care.md): Learn how to create live and on-demand webinars in GHL Customer Care, including webinar setup, cloning, scheduling, templates, reminders, and automations. - [How to Let Users Choose a Webinar Slot with a Form and Send a Confirmation Email](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-let-users-choose-a-webinar-slot-with-a-form-and-send-a-confirmation-email.md): This guide explains how to set up a form in GHL Customer Care where users can select a preferred webinar time slot and automatically receive a confirmation… - [Whitelabel Funnel Sharing: Step-by-Step Guide](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/whitelabel-funnel-sharing-step-by-step-guide.md): Learn how to share funnels in GHL Customer Care using your own custom domain. Step-by-step guide to create branded funnel share links for sub-account users. - [How to Use Pricing Table Element](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-use-pricing-table-element.md): Build clear, high‑converting pricing tables in GHL Customer Care. Compare plans with grids, carousels, or tables, add badges, and configure powerful button actions. - [How to Get Customer Consent or Track Legal Basis to Process Your Lead's or Customer's Personal Data](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-get-customer-consent-or-track-legal-basis-to-process-your-lead-s-or-custo.md): Please Note: While GHL Customer Care provides tools to help you collect and manage customer data, your legal team or outside counsel are the best resource… - [Funnel & Website AI](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/funnel-website-ai.md): Learn how to generate complete, on-brand funnels and websites in minutes. Explore Assist and Build modes, import designs from links or images, auto-generate SEO content. - [Gradients and Background Blur in the Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/gradients-and-background-blur-in-the-page-builder.md): Create multi-color gradients, use linear/radial/angular styles, and add background blur in GHL Customer Care’s Page Builder. - [Height & Width Controls for Page Builder Elements](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/height-width-controls-for-page-builder-elements.md): Use Container Size in GHL Customer Care’s Page Builder to set width and height for any element, choose units, set desktop/mobile values without the need for CSS. - [Universal Elements in the GHL Customer Care Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/universal-elements-in-the-ghl-customer-care-page-builder.md): Create and manage Universal Elements in GHL Customer Care’s Page Builder to keep branding consistent and speed up builds across funnels, websites, blogs, and stores. - [How to Add a One‑Step Order Form to a Funnel](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-add-a-one-step-order-form-to-a-funnel.md): Set up a one‑step order form in GHL Customer Care funnels. Learn how to attach products, configure fields, enable cart mode, bumps, and coupons. - [Services Notifications: Custom Email & In-App Alerts](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/services-notifications-custom-email-in-app-alerts.md): Learn how to configure customizable email and in-app notifications for Services, including triggers, recipients, templates, and service-specific custom values. - [Audit & Fix Consent Text Across All Your Assets](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/audit-fix-consent-text-across-all-your-assets.md): This guide explains how to scan all your lead‑capture assets for compliant consent language, review issues at a glance, and bulk‑apply standardized… - [Product Media Layouts for the Product Details Page in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/product-media-layouts-for-the-product-details-page-in-ghl-customer-care.md): Master Product Media Layouts in GHL Customer Care. Configure carousels, grids, zoom options, and keyboard shortcuts for a seamless shopping experience. - [How to Add Gradient Backgrounds to Buttons in Forms, Surveys, and Quizzes](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/how-to-add-gradient-backgrounds-to-buttons-in-forms-surveys-and-quizzes.md): Learn how to add gradient backgrounds to buttons in GHL Customer Care Forms, Surveys, and Quizzes using solid colors, gradient types, angles, and color stops. - [Make Your Sites AI-ready with llms.txt](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/make-your-sites-ai-ready-with-llms-txt.md): Learn how to create and publish an llms.txt file in GHL Customer Care to improve AI search visibility, support PageSpeed audits, and guide AI agents to key pages. - [Entrance Animations for Sections, Rows & Columns](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/entrance-animations-for-sections-rows-columns.md): Learn how to add entrance animations to sections, rows, and columns in GHL Customer Care. Customize animation effects, timing, easing, sequencing, delays, and mobile behavior to create engaging page layouts. - [Create Pages in the Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/create-pages-in-the-page-builder.md): Learn how to create, organize, and manage multiple pages directly in the Page Builder. Build multi-page websites and funnels without leaving the editor and switch between pages with ease. - [Custom Product Details Page for E-commerce Stores](https://docs.ghlcustomercare.com/docs/sites/stores-e-commerce/custom-product-details-page-for-e-commerce-stores.md): Build story-driven, branded product pages in GHL Customer Care. Learn to create, assign, and manage Custom PDPs, verify routing from PLP/links, and use safe fallbacks. - [Pie Chart Visualizations in Funnels and Websites Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/pie-chart-visualizations-in-funnels-and-websites-analytics.md): We’re thrilled to announce a major update to our Funnel Analytics: Pie Chart Visualization! This feature provides an easy way to see page views and sales… - [Funnels and Websites - Browsers and IPs in Funnel Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/funnels-and-websites-browsers-and-ips-in-funnel-analytics.md): TABLE OF CONTENTS Key Benefits of Top Browsers and Client IP Analytics Top Browsers Breakdown View the top 10 browsers your visitors use (e.g., Chrome… - [Analytics for Top Countries, States and Cities in Funnel Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/analytics-for-top-countries-states-and-cities-in-funnel-analytics.md): Drill down by country, state, & city in Sites Analytics. Compare regions with a live map & ranked lists to focus campaigns and optimize marketing spend. - [Sites - Traffic Source Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/sites-traffic-source-analytics.md): Learn Traffic Source Analytics in GHL Customer Care. Compare Paid vs Organic, use drill-down and tooltips, and fix UTMs to improve attribution and reporting accuracy. - [Average Time in Site Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/average-time-in-site-analytics.md): Discover how long visitors spend on your funnels, websites, and webinars with Average Time metrics in in GHL Customer Care Site Analytics. - [Advanced Filters in Site Analytics](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/advanced-filters-in-site-analytics.md): Learn how to use Advanced Filters in Site Analytics in GHL Customer Care to segment Funnel, Website, and Webinar data with nested filters and AND/OR logic. - [Analytics for External Tracking](https://docs.ghlcustomercare.com/docs/sites/analytics-funnels-websites-and-qr-codes/analytics-for-external-tracking.md): Track external website and form performance in GHL Customer Care with native analytics. Monitor page views, conversions, and audience insights easily. - [How to move from Old Blog to New Blog?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-move-from-old-blog-to-new-blog.md): Based on the feedbacks and constant iteration, blogs changed its perspective - [How to Create a Blog?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-create-a-blog.md): Blog can be created by navigating to Sites from the subaccount. - [Create Blog Posts](https://docs.ghlcustomercare.com/docs/sites/blog/create-blog-posts.md): Blog Post can be created from Blog List > click on the name of Blog and in the list view of blog post there is option to create New Post. - [Canonical URLs Explained: Boost Your GHL Customer Care Blog SEO](https://docs.ghlcustomercare.com/docs/sites/blog/canonical-urls-explained-boost-your-ghl-customer-care-blog-seo.md): Learn how to set canonical URLs in GHL Customer Care to avoid duplicate content, consolidate link equity, and enhance your blog’s SEO performance effortlessly. - [How to add blog search and category navigation?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-blog-search-and-category-navigation.md): Adding search and category navigation help in building better SEO hierarchy on the content, it allows users to scan and better understand the content on Blog. - [How to add Blog Sitemap?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-blog-sitemap.md): Having XML sitemaps allows search engines to crawl and index a website sufficiently, and allowing all search engines to be notified of the site map - [RSS Feed for Blogs](https://docs.ghlcustomercare.com/docs/sites/blog/rss-feed-for-blogs.md): RSS feed links are a great way to automate blog post sharing on your social media accounts or email marketing campaigns. This can save time and energy as you don't have to post every piece of content manually. - [Blog and Blog Post Statuses](https://docs.ghlcustomercare.com/docs/sites/blog/blog-and-blog-post-statuses.md): Learn what each blog and post status means in GHL Customer Care - Draft, Published, Scheduled, Archived, and Deleted, so you can control visibility confidently. - [Getting Started with Blogs and Blog Posts](https://docs.ghlcustomercare.com/docs/sites/blog/getting-started-with-blogs-and-blog-posts.md): Learn how to set up GHL Customer Care Blogs, create posts, add authors and categories, configure the Blog Post List, optimize SEO, and publish on your domain. - [How to Add and Edit SEO Information for Blog Posts](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-and-edit-seo-information-for-blog-posts.md): Learn how to add and edit SEO information for GHL Customer Care blog posts, including titles, cover images, alt text, and descriptions to improve search visibility. - [How to Add Author(s) to The Blog Builder](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-author-s-to-the-blog-builder.md): Every blog can be written by authors who are marketers, contributors, or content specialists. Authors should be added first in the blog builder (as shown in this article) before they can be selected as the authors for the blog post. - [How to Preview Blog Post](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-preview-blog-post.md): Your blog post is done and you're ready for the world to see it. Before you do it's always best to preview what it looks like on desktop and mobile. In this article, we will cover how to preview your blog post within the builder. - [How to Schedule a Blog Post in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-schedule-a-blog-post-in-ghl-customer-care.md): Learn how to schedule a blog post in GHL Customer Care for a specific date and time, complete publishing details, and confirm it is queued to publish automatically. - [Add Blog Post Element in Funnel Step or Website Page](https://docs.ghlcustomercare.com/docs/sites/blog/add-blog-post-element-in-funnel-step-or-website-page.md): Blog : Go to any funnel step or website page add the element of Blog Post, there is option to add new blog with different sorting options. - [Sharing Blog Content Across Sub-Accounts via a Snapshot](https://docs.ghlcustomercare.com/docs/sites/blog/sharing-blog-content-across-sub-accounts-via-a-snapshot.md): Reusing Blog content across multiple sub-accounts just got that much easier! - [Blogs - Import Blog Posts Using URL](https://docs.ghlcustomercare.com/docs/sites/blog/blogs-import-blog-posts-using-url.md): Import blog posts into GHL Customer Care using a URL. Scan, review, map authors, categories, and tags, then import posts as published or draft with the improved importer. - [How to add 'Table of content' to my blog?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-table-of-content-to-my-blog.md): Now you can automatically generate a Table of Contents based on your blog's headings. It helps you structure the blog and provide the linking capability… - [How to add Hero or Featured Post in Blog?](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-add-hero-or-featured-post-in-blog.md): Add your featured hero post to blogs allows in building more strategic content marketing to guide what drives the trend and main topics to highlight. - [How to Use the Blog Template Library](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-use-the-blog-template-library.md): This article will show you how to save time and streamline your blog creation process using GHL Customer Care's Blog Template Library. Choose from a… - [How to Use Auto-Save on Blog Posts](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-use-auto-save-on-blog-posts.md): This article will show you how to use the new Auto Save feature in the Blog Post Editor! With Auto Save, your changes are automatically saved while you… - [Blog Analytics - Track Blog & Post Performance](https://docs.ghlcustomercare.com/docs/sites/blog/blog-analytics-track-blog-post-performance.md): Track blog and post performance in one dashboard. See views, clicks, top posts, trends, device and category breakdowns to optimize content with GHL Customer Care today. - [Blogs - Bulk Import Using CSV](https://docs.ghlcustomercare.com/docs/sites/blog/blogs-bulk-import-using-csv.md): Learn how to import blogs in bulk using CSV and Excel in GHL Customer Care. Save time by uploading multiple posts at once with the correct formatting and structure. - [Subscribe to Blog](https://docs.ghlcustomercare.com/docs/sites/blog/subscribe-to-blog.md): The Subscribe to Blog feature allows website visitors to subscribe to your blog via email. Subscribers automatically receive an update in their inbox. - [Create Blog Posts with AI](https://docs.ghlcustomercare.com/docs/sites/blog/create-blog-posts-with-ai.md): Create SEO-friendly blog posts faster with Blog Post AI in GHL Customer Care using Assist Mode, Build Mode, smart editing tools, images, and web search. - [How to Restore Deleted Blog Posts](https://docs.ghlcustomercare.com/docs/sites/blog/how-to-restore-deleted-blog-posts.md): Learn how to restore deleted blog posts in GHL Customer Care Blogs, use the Deleted filter, recover posts within 30 days, and permanently remove content safely. - [WordPress: Single Sign On Admin](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-single-sign-on-admin.md): SSO: Easy WP Admin Access The “WP Admin” button makes it super easy to log into your WordPress admin panel with just one click from your WordPress… - [Cloning Wordpress Websites in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/wordpress/cloning-wordpress-websites-in-ghl-customer-care.md): This article explains how to clone a WordPress site within GHL Customer Care. The cloning process allows you to duplicate an existing site while retaining… - [How to Disable SEO Indexing for WordPress Sites](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-disable-seo-indexing-for-wordpress-sites.md): Learn how to use GHL Customer Care’s Disable SEO Indexing feature to hide WordPress sites from search engines. Ideal for staging, development, or private websites. - [How to Select Country Server Location for WordPress Hosting](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-select-country-server-location-for-wordpress-hosting.md): Learn how to select the optimal server location during site creation using WordPress Hosting in GHL Customer Care to cut page‑load times and boost user experience. - [WordPress: Payment Failure Notifications via Email & LC Plugin](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-payment-failure-notifications-via-email-lc-plugin.md): Learn how to enable Payment Failure Notifications in your WordPress Admin via the LC Plugin to address billing issues quickly and keep services active. - [SSH access for WordPress](https://docs.ghlcustomercare.com/docs/sites/wordpress/ssh-access-for-wordpress.md): For developers and advanced users, Secure Shell (SSH) access provides a direct, secure, and encrypted connection to your WordPress server environment… - [The Complete Guide to the LeadConnector (LC) WordPress Plugin](https://docs.ghlcustomercare.com/docs/sites/wordpress/the-complete-guide-to-the-leadconnector-lc-wordpress-plugin.md): GHL Customer Care WordPress LC (LeadConnector) Plugin Overview | Chat Widgets, Funnels, & SEO - [How to Install Popular WordPress Plugins During Site Creation](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-install-popular-wordpress-plugins-during-site-creation.md): How to Install Popular WordPress Plugins During Site Creation | GHL Customer Care Guide - [How to Migrate a WordPress Site to GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-migrate-a-wordpress-site-to-ghl-customer-care.md): Migrate WordPress sites to GHL Customer Care with the LC Migrator Plugin or White-Glove Assistance. Prepare, test, launch, and reduce downtime during migration. - [WordPress: Automatic Updates Management for Core, Plugins, and Themes](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-automatic-updates-management-for-core-plugins-and-themes.md): Effortlessly keep your WordPress site secure and up to date! With enhanced update management, you can individually enable automatic updates for WordPress… - [New WordPress Site From Template](https://docs.ghlcustomercare.com/docs/sites/wordpress/new-wordpress-site-from-template.md): You can create a new Wordpress Website from scratch, by copying an existing site, or by starting from a Template. Here we will talk about how to start a… - [WordPress Access & Activity Logs](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-access-activity-logs.md): This guide is designed to help users understand the new Access & Activity Logs feature available in their WordPress Admin Panel on the GHL Customer Care… - [Create Sites Using Cloning functionality](https://docs.ghlcustomercare.com/docs/sites/wordpress/create-sites-using-cloning-functionality.md): The Site Cloning feature enables you to swiftly duplicate existing WordPress sites, including all content, configurations, themes, and plugins. This… - [WordPress - Staging Environment Access](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-staging-environment-access.md): earn how to use GHL Customer Care WordPress staging: create a staging site, switch environments with the selector, recognize indicators, and publish changes to live. - [WordPress Plugin and Theme Management](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-plugin-and-theme-management.md): The Wordpress Plugin and Theme Management feature provides to user a holistic view of all the plugins and themes installed in their Wordpress site. - [How to Setup SFTP for your WordPress Site](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-setup-sftp-for-your-wordpress-site.md): SFTP is a way for you to access the files and folders on a website via a client program on your local computer. SFTP stands for Secure File Transfer Protocol (or SSH File Transfer Protocol). It was designed as an extension of the SSH (Secure SHell) protoc - [WP File Manager Plugin (Stable Alternative for FTP Access)](https://docs.ghlcustomercare.com/docs/sites/wordpress/wp-file-manager-plugin-stable-alternative-for-ftp-access.md): A WordPress file manager is a plugin that enables users to perform file management tasks from the WordPress dashboard. - [WordPress Error Codes and Troubleshooting](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-error-codes-and-troubleshooting.md): Our WordPress Hosting system has a few error codes that are unique only to our system and need specific troubleshooting steps to take care of them. - [WordPress - How to Add Domains to Sites](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-how-to-add-domains-to-sites.md): Learn how to add primary domains and subdomains to your GHL Customer Care WordPress site, verify DNS/SSL, and use Domain Connect. Includes Live-only guidance. - [List of blocked WordPress plugins](https://docs.ghlcustomercare.com/docs/sites/wordpress/list-of-blocked-wordpress-plugins.md): Below is the list of WordPress plugins which are banned on our platform (We keep on adding plugins in the banned plugin list if we find any issues): - [How to Resell WordPress to Clients](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-resell-wordpress-to-your-clients.md): Learn how to resell WordPress Hosting to clients in GHL Customer Care. Set client pricing, create personalized offers, deploy hosting, and manage client billing. - [How to Set Up WordPress Hosting for Clients](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-setup-wordpress-for-clients.md): Learn how to set up WordPress on the client side, including prerequisites, plugin installation, and connecting WordPress with GHL Customer Care features like chat widgets and lead capture. - [WordPress Hosting: Specs, Market Comparison, and New Pricing Plans](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-hosting-specs-market-comparison-and-new-pricing-plans.md): Some of the features that the CRM offers for WordPress hosting include: Easy website setup and management Fast page loading speed Reliable uptime Automatic backups and security measures 24/7 customer support - [Multiple WordPress Site Installs Under the Same Sub-Account](https://docs.ghlcustomercare.com/docs/sites/wordpress/multiple-wordpress-site-installs-under-the-same-sub-account.md): We’re thrilled to announce a game-changing feature that’s going to transform the way you manage WordPress sites within your subaccounts! Say goodbye to… - [Granular Permissions for WordPress](https://docs.ghlcustomercare.com/docs/sites/wordpress/granular-permissions-for-wordpress.md): The WordPress team at GHL Customer Care is excited to introduce Granular Permissions for WordPress. Now, agency and sub-account admins can control which… - [Understanding the Migration View: What You See vs. What Sub-Accounts See](https://docs.ghlcustomercare.com/docs/sites/wordpress/understanding-the-migration-view-what-you-see-vs-what-sub-accounts-see.md): As an agency owner, you're seeing the full suite of migration options inside the WordPress Hosting dashboard. This includes access to our premium… - [How to Increase PHP Upload Limits on Your WordPress Site (Post Max Size, Upload Max Filesize)](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-increase-php-upload-limits-on-your-wordpress-site-post-max-size-upload-ma.md): If your WordPress site is hosted with us and you are experiencing issues uploading large files, themes, or plugins (such as encountering the "exceeds the… - [WordPress - User Feedback Box for Agencies](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-user-feedback-box-for-agencies.md): Submit insights, suggestions, or frustrations right inside the WP Hosting dashboard using the Agency Feedback Box, so we can improve your hosting faster. - [How to Use the WordPress Plugin Troubleshooter](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-use-the-wordpress-plugin-troubleshooter.md): GHL Customer Care's WordPress Plugin Troubleshooter pinpoints faulty plugins. Dashboard tests isolate issues and restore sites fast, even after a White Screen of Death. - [WordPress PHP Version Update](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-php-version-update.md): Managing your WordPress site’s performance and security has never been easier. With the PHP Version Update feature in Advanced Settings, you now have… - [WordPress - Custom HTML Pages](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-custom-html-pages.md): Learn how to upload, preview, and publish custom HTML pages directly inside GHL Customer Care WordPress hosting—no builder required. Fast, flexible, and secure. - [WordPress - Website Performance Report](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-website-performance-report.md): Improve site speed with GHL Customer Care’s Website Performance Report. Monitor mobile/desktop PageSpeed Insights, Core Web Vitals, and fixes in WordPress Hosting. - [Custom Values in WordPress](https://docs.ghlcustomercare.com/docs/sites/wordpress/custom-values-in-wordpress.md): Use GHL Customer Care Custom Values in WordPress with the LC Plugin to sync and display live data dynamically—no code, no manual updates. - [Setup Guide for WordPress Hosting](https://docs.ghlcustomercare.com/docs/sites/wordpress/setup-guide-for-wordpress-hosting.md): Use GHL Customer Care’s WordPress Hosting Setup Guide to create your site, import content, connect a domain with SSL, enable logs, manage users, and view analytics. - [How to Use FTP to Access Your WordPress Website](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-use-ftp-to-access-your-wordpress-website.md): FTP (File Transfer Protocol) is a secure and fast way to access your website’s files. You can upload, download, or edit files directly, just like… - [WordPress - Disk Space Add-on](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-disk-space-add-on.md): Expand WordPress storage in +25 GB increments, no plan change required. Manage add-ons, monitor usage, and avoid capacity issues for $12/month per 25 GB. - [How to Get Customer Support for WordPress Issues](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-get-customer-support-for-wordpress-issues.md): Use Quick Links in GHL Customer Care’s WordPress Setup Guide to book Customer Support calls, join Townhalls, and open the in‑app KB—faster help for Agency Admins. - [WordPress - SEO Reports](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-seo-reports.md): Learn how to use, and troubleshoot SEO issues using the WordPress SEO Report in GHL Customer Care. Optimize titles, meta descriptions, and keywords with guided fixes. - [WordPress - Uptime Monitor](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-uptime-monitor.md): Monitor WordPress uptime, response times, and incidents in GHL Customer Care. Learn how to enable the Uptime Monitor and read events for faster troubleshooting. - [WordPress LC Plugin - Reviews, Calendars, Surveys & Quizzes Support](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-lc-plugin-reviews-calendars-surveys-quizzes-support.md): Add GHL Customer Care Reviews, Calendars, Surveys, and Quizzes to WordPress with the LC Plugin v3.0.13. Use blocks or shortcodes, keep data in sync, and publish faster. - [Word Press Hosting — Search & Replace Tool](https://docs.ghlcustomercare.com/docs/sites/wordpress/word-press-hosting-search-replace-tool.md): Safely update URLs and text at scale with GHL Customer Care’s built‑in Search & Replace. Preview matches, replace confidently, and work in Live or Staging. - [WordPress - AI-Powered Page Builder](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-ai-powered-page-builder.md): Generate WordPress landing pages with AI in GHL Customer Care, then refine content, change tone, update styles, and keep editing easily in Elementor for your brand. - [How to create a secure access link for White-Glove Migration](https://docs.ghlcustomercare.com/docs/sites/wordpress/how-to-create-a-secure-access-link-for-white-glove-migration.md): White-Glove Migration lets a LeadConnector Expert migrate your WordPress site for you. Instead of sharing your WordPress username and password, you… - [WordPress File Manager](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-file-manager.md): Manage WordPress files with ease. Browse, upload, download, edit files and folders, set permissions, and handle archives—all from one streamlined interface. - [WordPress - LeadConnector Plugin Hub](https://docs.ghlcustomercare.com/docs/sites/wordpress/wordpress-leadconnector-plugin-hub.md): Access all LeadConnector WordPress plugins from the dedicated plugin hub at wordpress.leadconnectorhq.com. Download LeadConnector, Migrator, Visibility plugin. - [Customize AI-Generated WordPress Pages Directly in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/wordpress/customize-ai-generated-wordpress-pages-directly-in-ghl-customer-care.md): Customize supported text and images on AI-generated WordPress pages in GHL Customer Care using direct editing, AI rewrite tools, tone changes, and image regeneration. - [Branded Mobile App Builder: In-app Form and Customizer](https://docs.ghlcustomercare.com/docs/sites/client-portal/branded-mobile-app-builder-in-app-form-and-customizer.md): This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app… - [Unified Client Portal Experience](https://docs.ghlcustomercare.com/docs/sites/client-portal/unified-client-portal-experience.md): Learn how the new unified Client Portal brings Courses, Communities, billing, files, and account settings into one seamless, branded customer experience. - [Exporting Form answers to Google Sheets](https://docs.ghlcustomercare.com/docs/sites/forms/exporting-form-answers-to-google-sheets.md) - [Sticky Contact in Forms, Surveys, and Calendars](https://docs.ghlcustomercare.com/docs/sites/forms/sticky-contact-in-forms-surveys-and-calendars.md): Sticky contact is essentially like Google browser's Autofill, if active the fields come pre-filled with info added earlier. They are Embedded cookies into the browser which help to auto fill information in. - [Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)](https://docs.ghlcustomercare.com/docs/sites/forms/gain-consent-with-custom-checkboxes-in-forms-gdpr-compliance.md): The Custom Checkbox element in Form Builder will allow your visitors to confirm their consent to receive information from your/your client's business… - [Conditional Logic V2 in Forms and Surveys!](https://docs.ghlcustomercare.com/docs/sites/forms/conditional-logic-v2-in-forms-and-surveys.md): Learn how to set up conditional logic in GHL Customer Care forms. Automate redirects, show custom messages, disqualify leads, and improve form conversions. - [Themes in Forms/Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/themes-in-forms-surveys.md): Apply and Customize Themes for Forms and Surveys in GHL Customer Care - [Source Field in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/source-field-in-forms-and-surveys.md): Learn how to use the Source field in GHL Customer Care forms and surveys, override values with a URL parameter, and verify Contact Source after submission. - [Timezone in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/timezone-in-forms-and-surveys.md): The incorporation of the Timezone feature into your forms and surveys plays a pivotal role in ensuring precision in timestamping responses and gaining a… - [Email Notifications in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/email-notifications-in-forms-and-surveys.md): Email Notifications in Forms & Surveys offer a convenient and efficient way to stay updated on form submissions without the need for constant manual monitoring. - [Payment in Forms (Including Donations)](https://docs.ghlcustomercare.com/docs/sites/forms/payment-in-forms-including-donations.md): Payment element in Forms makes collecting donations and user defined amounts possible. Now, you can find it under the Add Element in form builder. - [How To Create Automated Email Notifications for Form and Survey Submissions](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-create-automated-email-notifications-for-form-and-survey-submissions.md): This feature sends an automated response to the person who fills out the form. Users can customize the email's subject upon toggling the feature, opting for a more specific title than the default form title. - [How to Use Products in Payment Element in Forms](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-products-in-payment-element-in-forms.md): We are excited to introduce new feature Products in Forms to enhance your Forms experience! With this update, users can seamlessly add products to their… - [Email Validation feature in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/email-validation-feature-in-forms-and-surveys.md): We are thrilled to announce the launch of the Email Validation feature for our Forms and Surveys module. This new functionality allows form and survey… - [How to Use the Enhanced Form Builder Features for Greater Flexibility](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-the-enhanced-form-builder-features-for-greater-flexibility.md): We’ve introduced single forms and new layout options in our form builder to give you greater flexibility and control over your form designs. What's New… - [Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic](https://docs.ghlcustomercare.com/docs/sites/forms/populate-custom-fields-and-capture-in-submission-using-custom-html-javascript-lo.md): Auto populating the existing custom field in forms / Survey using custom HTML/Javscript and later saved in submisison is simple and straightforward… - [How to Use the Spread to Column Option in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-the-spread-to-column-option-in-forms-and-surveys.md): We are thrilled to announce the launch of our "Spread to Column" feature, now available for radio buttons, radio images, and checkboxes in forms and… - [How to Use SMS Verification in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-sms-verification-in-forms-and-surveys.md): We are thrilled to announce the launch of the SMS Verification feature for our Forms and Surveys module. This new functionality allows form and survey… - [How to Quickly Add and Edit Custom Fields in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-quickly-add-and-edit-custom-fields-in-forms-and-surveys.md): Learn how to quickly add and edit custom fields in GHL Customer Care Forms and Surveys. Use Quick Add Fields to speed up building and keep forms up to date. - [Math Calculations in Forms/Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/math-calculations-in-forms-surveys.md): Create Math Calculations in Forms & Surveys | GHL Customer Care - [How to Use Address Auto-Complete in GHL Customer Care Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-address-auto-complete-in-ghl-customer-care-forms-and-surveys.md): Learn how to enable Address Auto-Complete in GHL Customer Care forms and surveys. Capture accurate address data instantly — now free and unlimited for all - [Right Sidebar in Form and Survey Builder](https://docs.ghlcustomercare.com/docs/sites/forms/right-sidebar-in-form-and-survey-builder.md): Use the Right Sidebar to style GHL Customer Care forms and surveys. Control layout, spacing, colors, and per‑field label alignment (Single Column only; mobile = Top). - [Analytics for Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/analytics-for-forms-and-surveys.md): ): Learn how to use GHL Customer Care analytics for forms and surveys: filter by asset/date, key metrics, compare periods, and reduce survey drop-off with insights. - [Revamped Forms and Surveys Submissions Page](https://docs.ghlcustomercare.com/docs/sites/forms/revamped-forms-and-surveys-submissions-page.md): What's new? Expanded Column View: Previously, only 3 columns (such as name, email) were displayed. Now, all the columns of the form submissions are… - [Embedding GHL Customer Care Forms on Non-GHL Customer Care Websites](https://docs.ghlcustomercare.com/docs/sites/forms/embedding-ghl-customer-care-forms-on-non-ghl-customer-care-websites.md): Learn how to embed GHL Customer Care forms on Squarespace, Wix, Shopify, WordPress, and Duda websites using embed code for seamless lead capture and CRM sync. - [How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-embedding-options-for-forms-triggers-layouts-and-deactivation-setting.md): TABLE OF CONTENTS Introduction Use Cases Step By Step Guide Step 1: Access the Integration Settings Step 2: Choose an Embed Layout Type Step 3: Configure… - [How to Create and Manage a Contact Form in GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-create-a-contact-form-in-ghl-customer-care.md): Learn how to create a contact form in GHL Customer Care with this step-by-step guide. Easily customize, embed, and automate your forms to capture leads and inquiries. 🚀 - [How to make my form submissions secure from spammers?](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-make-my-form-submissions-secure-from-spammers.md): TABLE OF CONTENTS How to secure your forms? 1. Use CAPTCHA to Prevent Spam 2. Validate Email and Phone Numbers 3. Restrict SMS Permissions Based on… - [Forms and Surveys: "Other" Option](https://docs.ghlcustomercare.com/docs/sites/forms/forms-and-surveys-other-option.md): Enable the “Other” option on radio buttons in GHL Customer Care Forms & Surveys to capture custom answers, store them in submissions, and unlock richer data insights. - [Forms, Surveys & Quizzes: Inline Editing](https://docs.ghlcustomercare.com/docs/sites/forms/forms-surveys-quizzes-inline-editing.md): Format Text, Headings, and TnC inline and set mobile-specific copy in Forms, Surveys, and Quizzes with instant live preview. - [Mobile Editor for Forms, Surveys, and Quizzes](https://docs.ghlcustomercare.com/docs/sites/forms/mobile-editor-for-forms-surveys-and-quizzes.md): Set separate Desktop and Mobile styles and mobile-specific text with live preview for Forms, Surveys, and Quizzes. - [Rating Element for Forms, Surveys & Quizzes](https://docs.ghlcustomercare.com/docs/sites/forms/rating-element-for-forms-surveys-quizzes.md): Learn how to add and customize the Rating Element in GHL Customer Care to collect user feedback in forms, surveys, and quizzes visually using stars, hearts, and more. - [Forms - How to Setup and Use Order Bumps](https://docs.ghlcustomercare.com/docs/sites/forms/forms-how-to-setup-and-use-order-bumps.md): Add order bumps to your GHL Customer Care forms to increase conversions. Use customizable visuals, trigger settings, and pre-built templates for frictionless upsells. - [Math Calculation v2 in Forms & Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/math-calculation-v2-in-forms-surveys.md): The Forms & Surveys tool now offers expanded math calculation capabilities, giving you more flexibility to build dynamic, score-based experiences… - [Tracking External Forms with GHL Customer Care](https://docs.ghlcustomercare.com/docs/sites/forms/tracking-external-forms-with-ghl-customer-care.md): Automatically capture third-party form submissions in GHL Customer Care using External Tracking. No Zapier or coding required—track leads, map fields, and trigger workflows instantly. - [Element & Slide Cloning in Quizzes, Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/element-slide-cloning-in-quizzes-forms-and-surveys.md): Duplicate form elements and survey/quiz slides with one click in GHL Customer Care. Build faster, keep styling consistent, and scale multi-step builds efficiently. - [Understanding the Primary Color in Forms, Surveys and Quizzes](https://docs.ghlcustomercare.com/docs/sites/forms/understanding-the-primary-color-in-forms-surveys-and-quizzes.md): Learn how Primary Color powers hover, focus, dropdowns, date pickers, and selections across forms, surveys, and quizzes with optional button mapping. - [How to Add Custom CSS to Forms, Surveys, and Quizzes!](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-add-custom-css-to-forms-surveys-and-quizzes.md): Learn how to add and customize CSS in GHL Customer Care forms, surveys, and quizzes. Step-by-step guide with easy examples for buttons, inputs, and layouts. - [How to Use Order Upsell in Forms](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-order-upsell-in-forms.md): Learn how to set up Order Upsells in forms using V2 Funnels. Increase revenue with one-click post-purchase offers and seamless checkout experiences. - [Forms & Surveys - Auto-Scroll to First Error + Improved Error Handling](https://docs.ghlcustomercare.com/docs/sites/forms/forms-surveys-auto-scroll-to-first-error-improved-error-handling.md): Boost submissions with auto‑scroll to the first error and inline messages. Enabled by default for Forms, Surveys, and Quizzes—especially helpful on mobile. - [Forms, Surveys & Quizzes - On Submit Message Customisation](https://docs.ghlcustomercare.com/docs/sites/forms/forms-surveys-quizzes-on-submit-message-customisation.md): Design branded on‑submit messages with rich text, device‑specific styles, background blur, and live preview for Forms, Surveys, and Quizzes in GHL Customer Care. - [HTML Editor Security Validation](https://docs.ghlcustomercare.com/docs/sites/forms/html-editor-security-validation.md): Overview We’ve added security validation to the HTML Code Editor inside: Forms Surveys Quizzes This update prevents unsafe JavaScript from being saved… - [How to Generate Submission Documents for Forms, Surveys & Quizzes](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-generate-submission-documents-for-forms-surveys-quizzes.md): Automatically create & store PDF documents of form, survey, and quiz submissions in GHL Customer Care. Learn how to enable submission document generation & access PDFs. - [How to Skip Credit Card Collection for $0 Orders in Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-skip-credit-card-collection-for-0-orders-in-forms-and-surveys.md): Learn how to skip credit card collection on free orders in Forms and Surveys using the new Require Credit Card setting for $0 checkouts. - [Exporting Survey Answers to Google Sheets](https://docs.ghlcustomercare.com/docs/sites/surveys/exporting-survey-answers-to-google-sheets.md): Surveys · Google Sheets How to Send Survey Responses to Google Sheets in GHL Customer Care Automatically send new survey submissions to Google Sheets using… - [How to Access and Export Survey Submissions](https://docs.ghlcustomercare.com/docs/sites/surveys/how-to-access-and-export-survey-submissions.md): Easily find and export survey answers in GHL Customer Care. Learn where submissions appear, how they connect to contact records, and how to manage survey data. - [New Footer in Surveys](https://docs.ghlcustomercare.com/docs/sites/surveys/new-footer-in-surveys.md): You can now tailor your survey footer by customizing themes, background, font, height, progress bar, button color, and position, allowing it to align… - [Survey Create Contact on Partial Completion](https://docs.ghlcustomercare.com/docs/sites/surveys/survey-create-contact-on-partial-completion.md): You can capture and store contact information progressively as respondents move through the survey, ensuring that even partially completed surveys can… - [Payments Integration in Surveys | Collect Payments & Sell Products](https://docs.ghlcustomercare.com/docs/sites/surveys/payments-integration-in-surveys-collect-payments-sell-products.md): TABLE OF CONTENTS What’s New: Key Highlights: How It Works: Configuration: Execution: Notes: What’s New: We’re excited to introduce Payments Integration… - [One Question at a Time (Survey Builder)](https://docs.ghlcustomercare.com/docs/sites/surveys/one-question-at-a-time-survey-builder.md): “One Question at a Time” is a setting in the Survey Builder that shows one question per screen when someone is filling out your form. It creates a… - [Conditional Logic in Surveys (v2)](https://docs.ghlcustomercare.com/docs/sites/surveys/conditional-logic-in-surveys-v2.md): Learn how to create dynamic, personalized GHL Customer Care surveys with conditional logic.Step-by-step guide to show/hide fields, branching, custom messages, redirects - [Progress Bar for Surveys & Quizzes on Mobile](https://docs.ghlcustomercare.com/docs/sites/surveys/progress-bar-for-surveys-quizzes-on-mobile.md): Add a Progress Bar to your Quizzes and Surveys in GHL Customer Care to reduce drop-offs and increase completions. Customize the colors to match your branding. - [Surveys - How to Setup and Use Order Bumps](https://docs.ghlcustomercare.com/docs/sites/surveys/surveys-how-to-setup-and-use-order-bumps.md): Add revenue-boosting order bumps inside GHL Customer Care surveys. Use modern templates, visuals, and flexible triggers to upsell seamlessly without hurting completion. - [Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)](https://docs.ghlcustomercare.com/docs/sites/surveys/enhanced-consent-checking-for-voice-ai-outbound-calling-forms-surveys-calendars.md): GHL Customer Care Voice AI now validates consent from Forms, Surveys, and Calendars before dialing. Learn setup steps, logs, and best practices to keep calls compliant. - [Save Progress for Forms, Surveys & Quizzes](https://docs.ghlcustomercare.com/docs/sites/surveys/save-progress-for-forms-surveys-quizzes.md): Enable Save Progress to let respondents pause multi-step forms, surveys, and quizzes and resume later. Automatically saves progress and matches your branding. - [Customize Image Layouts in Forms & Surveys](https://docs.ghlcustomercare.com/docs/sites/surveys/customize-image-layouts-in-forms-surveys.md): Learn how to use the new image layout options in GHL Customer Care Forms & Surveys, including focal point selection, corner radius, and slide-level customization. - [Schedule Form, Survey & Quiz Availability with Custom Open & Expiry Experiences](https://docs.ghlcustomercare.com/docs/sites/surveys/schedule-form-survey-quiz-availability-with-custom-open-expiry-experiences.md): Learn how to schedule Forms, Surveys, and Quizzes in GHL Customer Care, set open and close times, choose a time zone, and customize pre-open and expiry experiences. - [Getting Started with Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/getting-started-with-chat-widget.md): Learn how to set up the GHL Customer Care Chat Widget, configure Web Chat (Live Chat), and manage website messaging channels inside Conversations. - [Overview of Chat Widget Customizations](https://docs.ghlcustomercare.com/docs/sites/chat-widget/overview-of-chat-widget-customizations.md): Learn how to customize the GHL Customer Care Chat Widget, including style, placement, dimensions, chat window, compliance consent, messaging, and language settings. - [Chat Widget - Business Office Hours in Live Chat](https://docs.ghlcustomercare.com/docs/sites/chat-widget/chat-widget-business-office-hours-in-live-chat.md): Set business office hours for GHL Customer Care Live Chat widgets. Configure hours in Chat Window settings so visitors see availability and agents reply on schedule. - [Chat Widget - Send your leads to Whatsapp Chat](https://docs.ghlcustomercare.com/docs/sites/chat-widget/chat-widget-send-your-leads-to-whatsapp-chat.md): Allow users visiting your landing page with option to fill the message and form to redirect the chat to Whatsapp number selected - [How to Install GHL Customer Care's Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-install-ghl-customer-care-s-chat-widget.md): Installing the GHL Customer Care Live Chat widget on client websites is one of the easiest ways to generate leads without ad spend. Where traditional live chat often results in a bad user experience due to lengthy response times, the GHL Customer Care chat widget excels - [Track Chat Widget Activity Using Google Analytics 4 (GA4)](https://docs.ghlcustomercare.com/docs/sites/chat-widget/track-chat-widget-activity-using-google-analytics-4-ga4.md): Track GHL Customer Care’s Chat Widget activity using Google Analytics 4 (GA4) to monitor user interactions, optimize performance, and improve UX across platforms. - [Add GHL Customer Care's Chat Widget to Your Wix Website](https://docs.ghlcustomercare.com/docs/sites/chat-widget/add-ghl-customer-care-s-chat-widget-to-your-wix-website.md): Are you looking for an easy way to connect with your website visitors and convert them into customers? GHL Customer Care Webchat for Wix is the perfect solution for you! In this article, we'll walk you through the steps to start with GHL Customer Care Webchat for Wix. - [Add GHL Customer Care's Chat Widget to Your Shopify Website](https://docs.ghlcustomercare.com/docs/sites/chat-widget/add-ghl-customer-care-s-chat-widget-to-your-shopify-website.md): Are you looking for an easy way to connect with your website visitors and convert them into customers?GHL Customer Care Webchat for Shopify is the perfect solution for you! In this article, we'll walk you through the steps to start with HL Webchat for Shopify - [Add GHL Customer Care's Chat Widget to Your Squarespace Website](https://docs.ghlcustomercare.com/docs/sites/chat-widget/add-ghl-customer-care-s-chat-widget-to-your-squarespace-website.md): Are you looking for an easy way to connect with your website visitors and convert them into customers? GHL Customer Care Webchat for Squarespace is the perfect solution for In this article, we'll walk you through the steps to start with GHL Customer Care Webchat for Wee - [Add GHL Customer Care's Chat Widget to Your Duda Website](https://docs.ghlcustomercare.com/docs/sites/chat-widget/add-ghl-customer-care-s-chat-widget-to-your-duda-website.md): Are you looking for an easy way to connect with your website visitors and convert them into customers? GHL Customer Care Webchat for Duda is the perfect solution for you! In this article, we'll walk you through the steps to start with GHL Customer Care Webchat for Duda. - [Add GHL Customer Care's Chat Widget to Your Weebly Website](https://docs.ghlcustomercare.com/docs/sites/chat-widget/add-ghl-customer-care-s-chat-widget-to-your-weebly-website.md): Are you looking for an easy way to connect with your website visitors and convert them into customers? GHL Customer Care Webchat for Weebly is the perfect solution for you! - [How to Create Multiple Chat Widgets in a Single Sub-Account](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-create-multiple-chat-widgets-in-a-single-sub-account.md): Create multiple Chat Widgets in one sub-account. Set a site-wide chat widget or embed page‑specific chat widgets to tailor the user experience even further! - [Adding Custom Fields in the Chat Widget Contact Form](https://docs.ghlcustomercare.com/docs/sites/chat-widget/adding-custom-fields-in-the-chat-widget-contact-form.md): Learn how to add custom fields to the GHL Customer Care chat widget contact form to collect visitor details before SMS, Email, or WhatsApp chats start for lead capture - [How to Use the All-in-One Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-use-the-all-in-one-chat-widget.md): Learn how to set up and use GHL Customer Care’s All-in-One Chat Widget to capture leads, manage conversations, and engage website visitors through a unified messaging experience. - [Collect Visitor Details Before Live Chat Starts](https://docs.ghlcustomercare.com/docs/sites/chat-widget/collect-visitor-details-before-live-chat-starts.md): Enable a Contact Form in the Chat widget to capture every lead, prevent anonymous threads, and keep sessions reliable with smart re-entry and auto-reconnect. - [How to set up and use the Voice AI Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-set-up-and-use-the-voice-ai-chat-widget.md): Learn how to set up the Voice AI Chat Widget in GHL Customer Care. Enable it from Labs, configure the widget, install it on pages, and test visitor calls. - [How to Use Voice Notes and Attachments in Live Chat Widgets](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-use-voice-notes-and-attachments-in-live-chat-widgets.md): Learn how visitors can send voice notes, audio, images, PDFs, and attachments in GHL Customer Care Live Chat Widgets and manage them in Conversations. - [Voice AI Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/voice-ai-chat-widget.md): man-like voice in your GHL Customer Care chat widget—no phone numbers or downloads. WebRTC streaming, reCAPTCHA protection, and a clear non-recording notice. - [How to create an Embedded Voice AI Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-create-an-embedded-voice-ai-chat-widget.md): Learn how to create and embed a Voice AI Chat Widget inline on your website or funnel for a seamless, branded conversation experience. - [Customizable Message Field in Chat Widgets](https://docs.ghlcustomercare.com/docs/sites/chat-widget/customizable-message-field-in-chat-widgets.md): Add a pre-filled message to WhatsApp, Email/SMS, All-in-One, or Voice AI widgets to capture clear first messages and protect visitor data. - [Facebook and Instagram Chat Widgets](https://docs.ghlcustomercare.com/docs/sites/chat-widget/facebook-and-instagram-chat-widgets.md): Add Facebook Messenger and Instagram DM chat widgets to your site. Drive faster replies by routing visitors to Messenger or IG DMs on their preferred channel. - [Notification Sound Option in Chat Widgets](https://docs.ghlcustomercare.com/docs/sites/chat-widget/notification-sound-option-in-chat-widgets.md): Enable sound, popup, badge, and tab alerts for website chat. Learn how to set up and configure Notification Sound for All-in-One and Live Chat widgets. - [Automating customer replies from an All-in-One chat widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/automating-customer-replies-from-an-all-in-one-chat-widget.md): This guide provides a comprehensive walkthrough for configuring workflows that execute when a customer replies through an All-in-One Chat widget using… - [How to Create an Embedded Live Chat Widget](https://docs.ghlcustomercare.com/docs/sites/chat-widget/how-to-create-an-embedded-live-chat-widget.md): Learn how to create an Embedded Live Chat Widget in GHL Customer Care, customize inline placement, add the embed code, and improve on-page engagement. - [How to Create Custom Profile Card QR Codes](https://docs.ghlcustomercare.com/docs/sites/qr-codes/how-to-create-custom-profile-card-qr-codes.md): Learn how to create and customize Profile Card QR codes in GHL Customer Care, add links, share contact details, capture leads, and configure settings. - [QR Code Bulk Actions, Renaming & Copy Link Shortcut](https://docs.ghlcustomercare.com/docs/sites/qr-codes/qr-code-bulk-actions-renaming-copy-link-shortcut.md): Learn to select, move, download, delete, rename, and copy links for multiple QR Codes from the List View. Includes folder actions, async ZIPs, and fallbacks. - [How to Create Custom Business Card QR Codes](https://docs.ghlcustomercare.com/docs/sites/qr-codes/how-to-create-custom-business-card-qr-codes.md): Learn how to design a digital business card QR code in GHL Customer Care. Share your contact info instantly with a scannable, mobile-friendly, and professional layout. - [How to Create vCards in the QR Code Builder](https://docs.ghlcustomercare.com/docs/sites/qr-codes/how-to-create-vcards-in-the-qr-code-builder.md): Create a vCard QR Code using the GHL Customer Care QR Code Builder. Share your contact details with a single scan, ideal for networking, events, and lead generation. - [Quizzes and QR Codes in SaaS Plan Configurations](https://docs.ghlcustomercare.com/docs/sites/qr-codes/quizzes-and-qr-codes-in-saas-plan-configurations.md): This article explains how you can now enable or disable Quizzes and QR Codes independently within your SaaS Plan Configuration and Sub-Account… - [QR Code Features Landing Page](https://docs.ghlcustomercare.com/docs/sites/qr-codes/qr-code-features-landing-page.md): The QR Code Features landing page gathers everything you need to know about QR Codes into one place. Navigate to Sites > QR Codes . When you don't have… - [Bulk QR Code Creation](https://docs.ghlcustomercare.com/docs/sites/qr-codes/bulk-qr-code-creation.md): Learn how to generate multiple QR codes at once using GHL Customer Care’s Bulk QR Code Creation feature. Upload a CSV, assign folders, and track progress in real time. - [QR Code Generation and Download Guide](https://docs.ghlcustomercare.com/docs/sites/qr-codes/qr-code-generation-and-download-guide.md): Learn how to generate and download QR codes in GHL Customer Care for funnels, forms, and more—quick setup and sharing made easy. - [How to create a QR Code linked with Review Page](https://docs.ghlcustomercare.com/docs/sites/qr-codes/how-to-create-a-qr-code-linked-with-review-page.md): GHL Customer Care's new QR code functionality allows businesses to generate custom QR codes with ease. Users can create dynamic QR codes that link to… - [How to create a QR Code linked with Website](https://docs.ghlcustomercare.com/docs/sites/qr-codes/how-to-create-a-qr-code-linked-with-website.md): GHL Customer Care's new QR code functionality allows businesses to generate custom QR codes with ease. Users can create dynamic QR codes that link to… - [How to Set Up Root Domain/Subdomain for Funnels/Websites](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/how-to-set-up-root-domain-subdomain-for-funnels-websites.md): Adding a domain to your account enables website and funnel functionalities to be created and utilized. A domain refers to the web address, for example, a root domain like mydomain.com or a subdomain like www.mydomain.com. - [Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/stripe-troubleshooting-why-does-my-funnel-product-show-null-in-the-stripe-plan-d.md): If your Stripe product is showing (null) in front of the product name, it's not a problem and you can change it by following the steps shown in the video. - [Why does my Domain not show the Edit Button?](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/why-does-my-domain-not-show-the-edit-button.md): Edit button is only shown on the location where you first add the domain. It will not be shown in other locations as the default page can only have one value. - [SEO Metadata troubleshooting for GHL Customer Care Pages](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/seo-metadata-troubleshooting-for-ghl-customer-care-pages.md): Metatags are not refreshing on your social media page? Here is how you can troubleshoot your issue. - [Fixed / Parallax Background Image not showing on Mobile Phone, why?](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/fixed-parallax-background-image-not-showing-on-mobile-phone-why.md): Parallax images or also known as Fixed background images do not properly work on iPhones and iPad. This is a limitation by iOS which blocks the… - [Funnel Troubleshooting | Sticky Contacts not working on calendar/form in funnels](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/funnel-troubleshooting-sticky-contacts-not-working-on-calendar-form-in-funnels.md): When adding a form/calendar to your funnels, use the form and calendar elements for both, or if you are using custom embed for one then do it for the other too. - [Why does my Popup button have a Red Mark? | Disable Popup Option](https://docs.ghlcustomercare.com/docs/sites/troubleshooting-funnels/why-does-my-popup-button-have-a-red-mark-disable-popup-option.md): If your funnel/website popup button shows a red mark, please go to the popup settings and turn off the disable popup option and then save the new settings. - [How to Link Your Privacy Policy When Collecting Personal Data](https://docs.ghlcustomercare.com/docs/sites/privacy-policy/how-to-link-your-privacy-policy-when-collecting-personal-data.md): Learn how to add a privacy policy link in GHL Customer Care forms, funnels, calendars, and more to ensure complete compliance and build trust with your leads. - [How to Set Up Different Domain Types in GHL Customer Care: Websites, Email, WordPress & More](https://docs.ghlcustomercare.com/docs/sites/general-setup/how-to-set-up-different-domain-types-in-ghl-customer-care-websites-email-wordpress-more.md): Nearly everything you need to know about connecting your domain into GHL Customer Care - [XML Sitemaps](https://docs.ghlcustomercare.com/docs/sites/general-setup/xml-sitemaps.md): How to configure XML sitemaps for your domains connected to GHL Customer Care. - [Quiz Builder Guide](https://docs.ghlcustomercare.com/docs/sites/quizzes/quiz-builder-guide.md): Learn how to use the Quiz Builder to create interactive quizzes, configure scoring, and publish across funnels and websites. - [Workflow Trigger - Quiz Submitted](https://docs.ghlcustomercare.com/docs/sites/quizzes/workflow-trigger-quiz-submitted.md): Learn how to use the Quiz Submitted trigger to automate personalized follow‑ups based on quiz scores, categories and custom fields in GHL Customer Care Workflows. - [How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!](https://docs.ghlcustomercare.com/docs/sites/quizzes/how-to-assign-categories-and-scoring-in-quizzes-with-dynamic-result-messages-a-c.md): Learn to set up quiz categories, assign points, and show dynamic result messages in GHL Customer Care. This guide helps you deliver personalized quiz scoring. - [Quiz Template Library: Create Quizzes Faster with Pre-Built Templates](https://docs.ghlcustomercare.com/docs/sites/quizzes/quiz-template-library-create-quizzes-faster-with-pre-built-templates.md): Easily create quizzes with GHL Customer Care’s Quiz Template Library. Learn how to access, customize, and launch ready-made quiz templates - [Setting Up Personality-Style Quizzes (Highest/Lowest Category)](https://docs.ghlcustomercare.com/docs/sites/quizzes/setting-up-personality-style-quizzes-highest-lowest-category.md): Learn how to set up quizzes in that display the highest or lowest scoring category on the result page. Perfect for personality quizzes, assessments, and skill-gap evaluations. - [Customizing Quiz Result Pages](https://docs.ghlcustomercare.com/docs/sites/quizzes/customizing-quiz-result-pages.md): Learn how to customize quiz result pages in GHL Customer Care using section controls, templates, and global 0–100 score tiers for consistent scoring and better analytics. - [Map Quiz Results Directly to CRM Custom Fields](https://docs.ghlcustomercare.com/docs/sites/quizzes/map-quiz-results-directly-to-crm-custom-fields.md): Automatically map quiz results to CRM contact fields for personalized automation, segmentation, and data-driven follow-ups. - [Individual Category Result Personalization for Personality Quizzes](https://docs.ghlcustomercare.com/docs/sites/quizzes/individual-category-result-personalization-for-personality-quizzes.md): Learn how to customize quiz result content for individual categories using personalized text, media, CTAs, and links in GHL Customer Care Quiz Builder. - [SEO Unsubscription Flow & Project States](https://docs.ghlcustomercare.com/docs/sites/seo/seo-unsubscription-flow-project-states.md): Learn what happens when you cancel GHL Customer Care SEO, including Frozen project behavior, live SEO Pixel fixes, paused automation, and reactivation steps. - [SEO - How to Delete Site Projects](https://docs.ghlcustomercare.com/docs/sites/seo/seo-how-to-delete-site-projects.md): Learn how to delete Site Projects in GHL Customer Care SEO to free quota, revert applied fixes, and manage audits. Includes steps, safeguards, and rollback details. - [SEO: AI Recommendations - Infinite Scroll](https://docs.ghlcustomercare.com/docs/sites/seo/seo-ai-recommendations-infinite-scroll.md): Review SEO fixes faster with lazy-loaded rows that respect filters and keep counts in sync. Learn setup, tips, and FAQs for GHL Customer Care’s AI Recommendations. - [Keyword Research and Rank Tracking in GHL Customer Care SEO](https://docs.ghlcustomercare.com/docs/sites/seo/keyword-research-and-rank-tracking-in-ghl-customer-care-seo.md): Keyword strategy is at the heart of SEO. In this article, we’ll walk through how to use keyword tracking tools effectively. You’ll learn how to discover… - [Local SEO: Tracking Local Rankings with Heatmaps](https://docs.ghlcustomercare.com/docs/sites/seo/local-seo-tracking-local-rankings-with-heatmaps.md): For businesses that rely on local customers - think brick-and-mortar stores or service providers in specific cities – ranking in Google’s local results… - [Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO](https://docs.ghlcustomercare.com/docs/sites/seo/site-audit-monitor-analyze-and-optimize-your-website-s-technical-seo.md): Site Projects in GHL Customer Care SEO are your hub for tracking the health and performance of websites (domains). This feature aggregates data about your… - [Content Creation & SEO Assistance!](https://docs.ghlcustomercare.com/docs/sites/seo/content-creation-seo-assistance.md): Creating high-quality, SEO-optimized content is often resource-intensive. This tool aims to simplify and accelerate this process using AI and smart SEO… - [SEO Plan Comparison: GHL Customer Care vs Ahrefs vs SEMrush (2025)](https://docs.ghlcustomercare.com/docs/sites/seo/seo-plan-comparison-ghl-customer-care-vs-ahrefs-vs-semrush-2025.md): Compare SEO tools for 2025: GHL Customer Care, Ahrefs, and SEMrush. Discover which platform offers the best value, features, and performance for your SEO strategy. - [SEO - A Guide to Boosting Your Search Rankings](https://docs.ghlcustomercare.com/docs/sites/seo/seo-a-guide-to-boosting-your-search-rankings.md): Learn the basics of the SEO tool in this guide. Discover how our SEO tool can improve your website’s search engine rankings using Ai powered by Search Atlas. - [Custom Objects and Company Objects in Forms, Surveys & Quizzes](https://docs.ghlcustomercare.com/docs/sites/custom-objects/custom-objects-and-company-objects-in-forms-surveys-quizzes.md): TABLE OF CONTENTS What They Are What You Can Do How to Use Them Best Practices Works Best For Won’t Work For Quick Fixes Examples In Short What They Are… - [Bulk Import Custom Object Records (CSV) with Bulk Actions](https://docs.ghlcustomercare.com/docs/sites/custom-objects/bulk-import-custom-object-records-csv-with-bulk-actions.md): Learn how to bulk import Custom Object records via CSV in GHL Customer Care with dedupe controls, update options, and Bulk Actions tracking. - [Recurring Webinar Settings](https://docs.ghlcustomercare.com/docs/sites/webinars/recurring-webinar-settings.md): Automate recurring webinars in GHL Customer Care with daily, weekly, monthly, or evergreen schedules. Use one broadcast page, single registration, and smart reminders. - [Webinar Video Analytics](https://docs.ghlcustomercare.com/docs/sites/webinars/webinar-video-analytics.md): See drop-offs, engagement, and attendance across live, on-demand, and recurring webinars with GHL Customer Care Video Analytics to optimize timing and conversions. - [FAQs, Basic Troubleshooting - Funnels, Websites, Webinars](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/faqs-basic-troubleshooting-funnels-websites-webinars.md): Overview This article provides troubleshooting steps for common issues encountered while using certain features within funnels, websites, and webinars… - [How to Improve Funnel & Website Page Speed](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/how-to-improve-funnel-website-page-speed.md): Learn how to speed up funnels & websites with image optimization, fewer elements, and faster loading best practices. - [Troubleshooting: Extra HTML or Unrelated Text Appearing in Calendar Embed](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/troubleshooting-extra-html-or-unrelated-text-appearing-in-calendar-embed.md): Learn why unrelated text may appear when embedding a calendar and how to fix it. The calendar embed code is clean; extra snippets come from hidden page content and can be removed in the builder or site editor. - [Fixing Google Ads Rejections Caused by Funnel URL Redirects or Extra Paths](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/fixing-google-ads-rejections-caused-by-funnel-url-redirects-or-extra-paths.md): Overview When a funnel is published on a subdomain (example: offers.example.com ), Google Ads may reject the landing page due to: Circumventing Systems… - [Can GHL Customer Care Websites Be Exported?](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/can-ghl-customer-care-websites-be-exported.md): GHL Customer Care websites are built using a proprietary page builder and do not have a supported method for exporting a website for use on another… - [Google Analytics (GA4) Debug Checklist](https://docs.ghlcustomercare.com/docs/sites/faqs-and-common-troubleshooting-steps/google-analytics-ga4-debug-checklist.md): Purpose This checklist helps you verify that your Google Analytics (GA4) tag and events are properly installed and sending data from your funnel pages… - [Bubble Style for Radio & Checkbox Elements](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-builder/bubble-style-for-radio-checkbox-elements.md): Give your GHL Customer Care forms, surveys, and quizzes a fresh, modern feel with the new Bubble Style for radio buttons and checkboxes. - [How to Save & Use Element Templates in Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-builder/how-to-save-use-element-templates-in-page-builder.md): Quickly reuse styled buttons, forms, and images with Element Templates in GHL Customer Care's Page Builder. Save elements once and insert them into any page in a click. - [QR Code Element in Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-builder/qr-code-element-in-page-builder.md): Learn to add, select, create, and edit QR codes in GHL Customer Care’s Page Builder. Use search, handle deleted/cross‑location QRs, and style for mobile and desktop. - [Using Global Sections in the Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-builder/using-global-sections-in-the-page-builder.md): Learn how to use Global Sections in the Page Builder, including the new search feature that lets you quickly find saved Global Sections by name. - [Border Control in Page Builder](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-builder/border-control-in-page-builder.md): Learn how to use Border Control in GHL Customer Care Page Builder to customize border color, width, sides, styles, and corner radius for supported elements. - [Create Forms & Surveys Inside the Site Builder](https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-settings/create-forms-surveys-inside-the-site-builder.md): Build and manage forms and surveys inside GHL Customer Care’s Funnel and Website builders. Add existing assets, use templates, enable payments, and track results.Learn how to create, customize, and manage forms and surveys directly inside GHL Customer Care’s Funnel - [How to Manually Add Schema Markups in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/schema-markup/how-to-manually-add-schema-markups-in-funnels-websites.md): Create, validate, and publish schema markup in GHL Customer Care Websites & Funnels using Form or JSON view. Add multiple schemas per page easily for better ranking. - [Generate Schema Markups Using AI in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/schema-markup/generate-schema-markups-using-ai-in-funnels-websites.md): Learn how to use Schema Markup AI in GHL Customer Care to generate, refine, and publish structured data for website and funnel pages with stronger SEO performance. - [How to Delete Schema Markups in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/schema-markup/how-to-delete-schema-markups-in-funnels-websites.md): Learn how to delete schema markup in Funnels and Websites using Form View, JSON View, or AI. Remove individual or all schemas and restore using version history. - [Auto-Generate Schema Markup on Publish in Funnels & Websites](https://docs.ghlcustomercare.com/docs/sites/schema-markup/auto-generate-schema-markup-on-publish-in-funnels-websites.md): Learn how GHL Customer Care's AI-powered schema auto-generation adds structured data to pages on publish, improving SEO and AI search visibility without manual work. ## AI Employee - [AI Suite Plans and Pricing: Ask AI, AI Studio and Managed Agents](https://docs.ghlcustomercare.com/docs/ai-employee/ai-suite-plans-seats-and-limits/ai-suite-plans-and-pricing.md): From September 1, 2026, Ask AI, AI Studio and Managed Agents are paid products. Compare pay-per-use with the AI Employee Growth and Unlimited plans. - [AI Assistant Seats: Per-User Ask AI and AI Studio Across Every Sub-Account](https://docs.ghlcustomercare.com/docs/ai-employee/ai-suite-plans-seats-and-limits/ai-assistant-seats-per-user-ask-ai-and-ai-studio.md): An AI Assistant Seat gives one user Ask AI and AI Studio in every sub-account they can access, for $20 a month. It does not cover Conversation AI or other AI Employee products. - [Set AI Usage Limits Before You Use Pay-Per-Use (Protect Your Wallet)](https://docs.ghlcustomercare.com/docs/ai-employee/ai-suite-plans-seats-and-limits/set-ai-usage-limits-before-you-use-pay-per-use.md): Pay-per-use AI is charged as it is used. Set spending limits in AI Suite → Plans & Limits for every pay-per-use sub-account so AI usage cannot empty the wallet. - [AI Tools in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-tools-in-ghl-customer-care.md): Learn about current GHL Customer Care AI tools, compare features, plans, and use cases, and choose the right solution for content, conversations, and automation. - [AI Employee: Access, Rebilling and Reselling](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-employee-access-rebilling-and-reselling.md): Compare AI Employee Growth and Unlimited plans, understand Voice AI and phone charges, and learn how to manage access, rebilling, and reselling in GHL Customer Care. - [AI Product Pricing](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-product-pricing.md): See GHL Customer Care AI pricing by product, including AI Employee Unlimited, Voice AI per-minute rates, token pricing, Agent Studio, Workflow AI, and fair-use limits. - [How to Use Public APIs in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/how-to-use-public-apis-in-agent-studio.md): Learn how to use Agent Studio Public APIs to list, retrieve, and execute AI agents securely using OAuth or PIT for external integrations. - [Agent Logs Overview](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/agent-logs-overview.md): Learn what Agent Logs is in GHL Customer Care, explore its key benefits, and understand how to use its three-level view to troubleshoot AI agent activity. - [Google sheet integration for Knowledge Base](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/google-sheet-integration-for-knowledge-base.md): Connect Google Sheets to GHL Customer Care Knowledge Base with manual refresh or near real-time sync, helping AI agents use current spreadsheet data. - [Agent Logs Metrics](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/agent-logs-metrics.md): Learn how to use Agent Logs Metrics in GHL Customer Care to track AI performance with widgets, filters, auto-refresh, and customizable dashboard layouts. - [AI Usage Dashboard](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-usage-dashboard.md): Learn how to use GHL Customer Care's AI Usage Dashboard in AI Suite to monitor transactions, wallet charges, token usage, billing coverage, costs, and product activity. - [AI Usage Limits](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-usage-limits.md): Manage GHL Customer Care AI usage limits, alerts, & monthly spend with real-time tracking, smart controls, and clear insights to avoid overspending and optimize costs. - [How to Use Workflow AI Assistant Performance Analytics](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/how-to-use-workflow-ai-assistant-performance-analytics.md): Track workflow performance with AI-powered analytics. Get instant insights on entries, completion rates, triggers, and contact progress in GHL Customer Care. - [AI Glossary and Frequently Asked Questions](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-glossary-and-frequently-asked-questions.md): Learn common GHL Customer Care AI terms like requests, tokens, input and output tokens, and how AI usage and pricing are measured across GHL Customer Care products. - [Overview of Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/overview-of-voice-ai-agents.md): Learn how Voice AI Agents in GHL Customer Care helps businesses automate phone conversations, book appointments, qualify leads, and improve customer communication. - [How to Create Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-create-voice-ai-agents.md): Learn how to create, configure, test, and deploy a Voice AI Agent in GHL Customer Care with clear steps for prompts, actions, phone routing, and launch checks. - [How to Test Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-test-voice-ai-agents.md): Learn how to test Voice AI agents in GHL Customer Care with Web Call and Phone Call, review test logs, understand limitations, and prepare outbound testing safely. - [Voice AI - How to Configure Inbound Call Flow](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-how-to-configure-inbound-call-flow.md): Learn how to configure inbound call flow for Voice AI in GHL Customer Care. Choose when your AI agent answers calls to optimize efficiency and caller experience. - [How to Set Working Hours for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-set-working-hours-for-voice-ai-agents.md): Learn how to set working hours for Voice AI agents in GHL Customer Care so they answer calls only on selected days and times to suit business needs and better control. - [Multi-Language Support for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/multi-language-support-for-voice-ai-agents.md): Learn how to configure GHL Customer Care Voice AI Agents for multiple languages, including Multilingual English and Spanish conversations, voice options, and setup. - [How to Use Custom Values in Voice AI Agent Prompts](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-use-custom-values-in-voice-ai-agent-prompts.md): Learn how to insert Custom Values into Voice AI prompts to personalize calls with contact, appointment, account, and business details in GHL Customer Care. - [Voice AI Agents Dashboard Overview](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-agents-dashboard-overview.md): Learn how to use the Voice AI Agents Dashboard to review call analytics, triggered actions, sentiment trends, filters, logs, and performance insights. - [How to Keep Callers Engaged with the Voice AI Idle Reminder Timer](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-keep-callers-engaged-with-the-voice-ai-idle-reminder-timer.md): Learn how to configure the Idle Reminder Timer for Voice AI agents, choose a silence delay, test reminder behavior, and troubleshoot call timing. - [How to Assign Twilio Numbers to Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-assign-twilio-numbers-to-voice-ai-agents.md): ​Learn how to assign Twilio numbers or number pools to Voice AI agents, configure phone availability, review routing, and test inbound call handling. - [How to View Test Call Logs in the Voice AI Dashboard](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-view-test-call-logs-in-the-voice-ai-dashboard.md): Learn how to view Voice AI test call logs, use the Live/Test filter, review recordings and transcripts, and understand why test calls exclude metrics. - [How to Configure Voice AI Performance Summary Emails](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-configure-voice-ai-performance-summary-emails.md): Learn how to configure Voice AI Performance Summary Emails, choose report frequency, select recipients, add custom emails, and save reporting settings. - [Number Pool Support in Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/number-pool-support-in-voice-ai-agents.md): Learn how to manage a Number Pool for your Voice AI Agents in GHL Customer Care. Route calls across multiple phone numbers based on your agent's configuration. - [Knowledge Base Integration for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/knowledge-base-integration-for-voice-ai-agents.md): Integrate knowledge bases with Voice AI Agents in GHL Customer Care to deliver real-time, accurate answers using trigger prompts and dynamic user query matching. - [Separate During-Call and Post-Call Actions in Voice AI](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/separate-during-call-and-post-call-actions-in-voice-ai.md): TABLE OF CONTENTS Overview What’s New Key Improvements How to Use It Supported Action Types During the Call After the Call Overview Voice AI actions are… - [Appointment Booking in Voice AI](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/appointment-booking-in-voice-ai.md): Learn how to set up appointment booking in Voice AI in GHL Customer Care with single or multiple calendars, advanced routing, and caller-friendly scheduling. - [Voice AI Custom Actions](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-custom-actions.md): This article explains how to use Voice AI Custom Actions to send real-time POST webhook requests during live calls. Custom Actions allow Voice AI agents… - [How to Upgrade a Voice AI Agent to the New Voice AI Experience](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-upgrade-a-voice-ai-agent-to-the-new-voice-ai-experience.md): Upgrade your Voice AI Agent in GHL Customer Care for enhanced voice quality smarter call handling and greater reliability to deliver a superior customer experience. - [Managing Granular Permissions for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/managing-granular-permissions-for-voice-ai-agents.md): Assign dashboard, goal and agent permissions for Voice AI Agents in GHL Customer Care. Secure workflows while giving admins, analysts and support the access they need. - [Voice AI: Translation Service for Call Transcript & Summary](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-translation-service-for-call-transcript-summary.md): Enable GHL Customer Care’s Voice AI Translation Service to instantly translate call transcripts and summaries, boost team accessibility, and improve multilingual client communication. - [How to Edit a Voice AI Agents Voice](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-edit-a-voice-ai-agents-voice.md): Edit a Voice AI agent’s voice and compare options from the multilingual library, or import custom voices from ElevenLabs with My Voices. - [Call Logs for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/call-logs-for-voice-ai-agents.md): Review Voice AI call logs, export filtered CSV data, view transcripts and summaries, and download available call recordings. - [Voice AI Public APIs](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-public-apis.md): Learn how to authenticate, configure agents and actions, retrieve call log(s), and stream events with webhooks using GHL Customer Care's Voice AI Public APIs. Explore GHL Customer Care Voice AI Public APIs to manage agents, retrieve call data, and browse voices with new - [Voice AI Chat Widget reCAPTCHA Protection](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-chat-widget-recaptcha-protection.md): The Voice AI Chat Widget includes automatic reCAPTCHA protection to help prevent repeated misuse and bot-like connection behavior. This safeguard helps… - [Voice AI Outbound Calling](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-outbound-calling.md): Learn how to set up Voice AI Outbound Calling in GHL Customer Care - [Voice AI Outbound Calling Compliance Checks](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-outbound-calling-compliance-checks.md): Learn Voice AI outbound calling rules, consent responsibilities, KYC requirements, call limits, call hours, and domestic calling safeguards. - [Voice AI Outbound Calling Dashboard](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-outbound-calling-dashboard.md): Track outbound Voice AI calls in GHL Customer Care with attempted calls, connected calls, call duration, sentiment analysis, actions, and detailed call logs. - [Voice AI : Noise Cancellation & Backchanneling](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-noise-cancellation-backchanneling.md): Improve Voice AI call clarity with Noise Cancellation and Backchanneling. Learn how to enable the Labs feature, reduce background noise, and customize affirmations. - [Folders for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/folders-for-voice-ai-agents.md): Learn how to create, rename, move, and delete folders for Voice AI agents in GHL Customer Care. Use bulk actions, grouping, and sorting to manage up to 100 agents. - [Voice AI - Exposed System Prompts for Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-exposed-system-prompts-for-agents.md): View and edit Voice AI system prompts. Customize personality, understand behaviors, and use Reset to Default to restore GHL Customer Care's battle-tested configuration. - [How Auto-Translated Greetings Work in Voice AI](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-auto-translated-greetings-work-in-voice-ai.md): Learn how GHL Customer Care automatically translates your Voice AI Agent’s initial greeting when you change the agent language for a faster, localized setup. - [Voice AI: Edit Prompts with AI](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-edit-prompts-with-ai.md): Learn how to use Edit Prompts with AI for Voice AI in GHL Customer Care to refine selected prompt text, review changes, and improve agent behavior faster in GHL Customer Care. - [Web Call Testing for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/web-call-testing-for-voice-ai-agents.md): Use Web Call to test Voice AI Agents in GHL Customer Care from your browser, review logs, validate prompts, and avoid buying a phone number for early testing. - [Voice AI Agent Logs and Call Details](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-agent-logs-and-call-details.md): Learn how to use Voice AI Agent Logs in GHL Customer Care to review calls, inspect execution timelines, trace transfers, check latency, and debug failures quickly. - [Voice AI - Prompt Optimizer](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-prompt-optimizer.md): Use Prompt Optimizer to test Voice AI Agents, review call results, improve prompts, and safely apply optimized variations in GHL Customer Care before launch today. - [Voice AI: Agent Transfer](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-agent-transfer.md): Use Agent Transfer in GHL Customer Care Voice AI to move live calls between specialized AI agents while keeping summaries, transcripts, and workflows connected. - [Voice AI Performance Reports](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-performance-reports.md): Learn how to enable Voice AI Performance Reports in GHL Customer Care, configure report frequency, choose recipients, and review agent call performance by email. - [Voice AI - META Form Consent Guide For Outbound](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-meta-form-consent-guide-for-outbound.md): Learn how to add Voice AI consent to Meta Facebook Lead Forms, map fields in GHL Customer Care, and confirm approval for compliant outbound calling workflows. - [Create and Use Voice AI Voice Cloning](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/create-and-use-voice-ai-voice-cloning.md): Learn how to enable Voice AI voice cloning in GHL Customer Care, upload or record a sample, create cloned voices, and assign them to Voice AI Agents. - [WhatsApp Voice Calling in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/whatsapp-voice-calling-in-ghl-customer-care.md): Learn how to enable WhatsApp Voice Calling in GHL Customer Care, configure call buttons, callback requests, call hours, and eligibility settings. - [Voice AI Flexible Outbound Calling Framework](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/voice-ai-flexible-outbound-calling-framework.md): Learn how Voice AI outbound calling supports flexible consent management, faster campaign launches, and location-level acceptable use safeguards. - [Send WhatsApp Messages from Voice AI Calls](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/send-whatsapp-messages-from-voice-ai-calls.md): Configure Voice AI agents to automatically send WhatsApp templates during live calls. Learn how to set up and trigger WhatsApp messages with approved templates in GHL Customer Care. - [Build with AI for Voice AI Flows](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/build-with-ai-for-voice-ai-flows.md): Create and edit Voice AI conversation flows through natural language chat. Build with AI understands your requirements and generates optimized flow graphs in minutes. - [Model Context Protocol (MCP) Integration for Voice AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/model-context-protocol-mcp-integration-for-voice-ai-agents.md): Learn how to connect GHL Customer Care Voice AI agents to external tools and systems using Model Context Protocol (MCP) for smarter automation and context-aware interactions. - [How to Identify and Resolve Voice AI Knowledge Gaps](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-identify-and-resolve-voice-ai-knowledge-gaps.md): Learn how Voice AI Knowledge Gaps captures unanswered caller questions, groups similar topics, and helps you improve Knowledge Base answers in GHL Customer Care. - [How to Use Voice AI Flow Builder Templates and Guided Setup](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-use-voice-ai-flow-builder-templates-and-guided-setup.md): Learn how to build Voice AI agents with ready-made templates, guided setup alerts, and the Update Tag action for faster, easier call automation. - [How to Use Smart Call Ending & Spam Protection in Voice AI](https://docs.ghlcustomercare.com/docs/ai-employee/voice-ai/how-to-use-smart-call-ending-spam-protection-in-voice-ai.md): Learn how to configure Voice AI call ending, spam detection, automatic inbound DND blocking, thresholds, and email notifications for unwanted callers. - [Workflow AI Assistant](https://docs.ghlcustomercare.com/docs/ai-employee/workflow-ai/workflow-ai-assistant.md): Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to… - [Voice Dictation in AI Builder & Assistant](https://docs.ghlcustomercare.com/docs/ai-employee/workflow-ai/voice-dictation-in-ai-builder-assistant.md): Use GHL Customer Care voice dictation in AI Builder and Assistant to create workflows by voice. Build automations faster with speech-to-text input. - [SMS AI: Generate SMS Messages with AI in Workflows](https://docs.ghlcustomercare.com/docs/ai-employee/workflow-ai/sms-ai-generate-sms-messages-with-ai-in-workflows.md): Learn how to use SMS AI to instantly generate professional, high-converting SMS messages in your GHL Customer Care workflows with simple AI-powered prompts. - [Copy and Delete Workflow Triggers in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/workflow-ai/copy-and-delete-workflow-triggers-in-ghl-customer-care.md): Duplicate triggers instantly and streamline your automation workflow with improved trigger management tools. - [Bot Status for Individual Contacts](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/bot-status-for-individual-contacts.md): Learn how to pause, sleep, or disable Conversation AI for one contact. Control AI replies per contact, coordinate with workflows, and avoid unwanted messages. - [Guided Form Based Setup for Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/guided-form-based-setup-for-conversation-ai.md): This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach in GHL Customer Care. With the Guided Form… - [Conversation AI Agents Dashboard](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-agents-dashboard.md): View consolidated analytics for all Conversation AI agents in GHL Customer Care. Filter by date range, channel, and agent. Learn setup, permissions, metrics, and FAQs. - [Conversation AI- Bot Snapshots](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-bot-snapshots.md): Learn how to create Conversation AI bot snapshots in GHL Customer Care to copy bot prompts, actions, settings, and training data across sub-accounts. - [Cancellation and Rescheduling of Appointments in Form Based Bots](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/cancellation-and-rescheduling-of-appointments-in-form-based-bots.md): Learn exactly how to give your chat bot the power to let clients change or cancel their appointments on their own, streamlining workflows without coding. - [Managing Granular Permissions For Conversation AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/managing-granular-permissions-for-conversation-ai-agents.md): Learn how to configure granular permissions for Conversation AI Agents in GHL Customer Care to control bot management, goals, and training securely. - [Conversation AI Flow Builder](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-flow-builder.md): Learn how to build, configure, and manage bot logic with GHL Customer Care’s Conversation AI Flow Builder, including actions, triggers, and settings. - [Conversations AI Bots can now Respond to Images](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversations-ai-bots-can-now-respond-to-images.md): Enable bots to understand customer images across chat, social, and SMS/MMS. Faster resolutions, multi-image support, and channel compatibility in GHL Customer Care. - [How to Generate Conversation Summaries and Transcript in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/how-to-generate-conversation-summaries-and-transcript-in-conversation-ai.md): ​Learn how to generate, route, and save Conversation AI summaries and transcripts in GHL Customer Care using inactivity rules, workflows, and email alerts. - [Conversation AI Public API](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-public-api.md): Learn how to use the Conversation AI Public API to create and manage AI Agents, configure Actions, retrieve AI generation data, and integrate Conversation AI into your applications and workflows. - [Conversations AI Bots can now Respond to Audio](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversations-ai-bots-can-now-respond-to-audio.md): Learn how to enable Conversation AI Audio Response in GHL Customer Care. Automatically transcribe voice notes, process audio messages, and generate intelligent AI replies across WhatsApp, Instagram, Facebook Messenger, and SMS. - [Conversation AI Multi-Calendar Booking Setup Guide](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-multi-calendar-booking-setup-guide.md): Learn how to use GHL Customer Care Conversation AI to book appointments across multiple calendars using smart AI detection and fallback calendar routing. - [Forward Emails from Conversations in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/forward-emails-from-conversations-in-ghl-customer-care.md): Learn how to forward inbound emails from Conversations in GHL Customer Care, preserve customer context, include supported attachments, and keep records organized. - [Configure Response Settings in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/configure-response-settings-in-conversation-ai.md): Learn how to enable Response Style Settings in GHL Customer Care Conversation AI and choose Concise, Balanced, or Detailed replies per bot for better chats. - [Conversation AI Email Channel Support](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-email-channel-support.md): Learn how to set up Conversation AI Email Channel Support in GHL Customer Care, configure replies, choose email formats, and keep automated inbox conversations organized - [Services Calendar Support in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/services-calendar-support-in-conversation-ai.md): Learn how to set up Services Calendar Support in Conversation AI so GHL Customer Care can book public-facing services in chat with staff, add-ons, and variations. - [Conversation AI - Agent Logs](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/conversation-ai-agent-logs.md): Learn how Agent Logs helps teams review Conversation AI activity, troubleshoot AI responses, inspect tool use, and monitor performance across contacts. - [How to Manage Conversation AI Bot Channels and Routing](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/how-to-manage-conversation-ai-bot-channels-and-routing.md): Learn how to assign Conversation AI bots to channels, route contacts by tags, manage multi-bot setups, and verify which bot responds in GHL Customer Care. - [Build and Deploy Conversation AI Bots With Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/build-and-deploy-conversation-ai-bots-with-ask-ai.md): Learn how Ask AI builds an on-brand Conversation AI bot from calls, emails, and chats, then deploys it based on Channel Management settings. - [Test & Optimize Conversations AI Agents with Prompt Optimizer](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/test-optimize-conversations-ai-agents-with-prompt-optimizer.md): Learn how to test, evaluate, and optimize GHL Customer Care Conversations AI prompts using Prompt Optimizer with AI-generated scenarios and live chat testing. - [How to Use Custom Conversation Providers with Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai/how-to-use-custom-conversation-providers-with-conversation-ai.md): Learn how to enable Channel Management in Labs, add Marketplace messaging apps to Conversation AI, set contact rules, and manage custom channels. - [How to Find Past Records of Content Generated by Content AI](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai/how-to-find-past-records-of-content-generated-by-content-ai.md): Content AI provides users to check the generated content along with variations. We understand each penny matters. Thus we have provided a log of the generated content. Users can check the previous logs of generated content and use them whenever required. - [Brand Voice Integration in Content AI](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai/brand-voice-integration-in-content-ai.md): Learn how to integrate your brand voice into Content AI in GHL Customer Care to generate consistent, on-brand copy across email, social planner, blog, funnel and more. - [Thumbs Up/Down Feedback for Content AI](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai/thumbs-up-down-feedback-for-content-ai.md): This article will show you how to give feedback on AI-generated content using GHL Customer Care’s new Thumbs Up/Down Feedback for Content AI ! You can rate… - [Reputation Management – Drip Mode in Reviews AI](https://docs.ghlcustomercare.com/docs/ai-employee/reviews-ai/reputation-management-drip-mode-in-reviews-ai.md): Learn how to use Reviews AI Drip Mode in GHL Customer Care to reply to older reviews, control timing and limits, choose AI agents, and track campaign progress. - [Ask AI Assistant](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-assistant.md): Learn what Ask AI Assistant is in GHL Customer Care, how to use it, and the key benefits for branded content creation, guided actions, and faster daily workflows. - [How to Generate a Contact's Summary Using Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-generate-a-contact-s-summary-using-ask-ai.md): Learn how to use Ask AI in GHL Customer Care to generate a contact summary, review contact details, and take faster follow-up actions from one workspace easily. - [Funnel Creation Agent in Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/funnel-creation-agent-in-ask-ai.md): Use Ask AI’s Funnel Creation Agent in GHL Customer Care to launch branded, high-converting funnels faster with smart templates, automations, and guided setup. - [How to Generate and Edit Images Using Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-generate-and-edit-images-using-ask-ai.md): Generate stunning visuals and edit them instantly in GHL Customer Care using Ask AI’s natural-language prompts, perfect for social posts, email creatives, and websites. - [How to Use Edit with Ask AI Feature in Social Planner](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-edit-with-ask-ai-feature-in-social-planner.md): Learn how to use Edit with Ask AI in Social Planner to revise content, preview changes, replace or copy edits, and continue saved editing sessions. - [How to Use the MCP Server within Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-the-mcp-server-within-ask-ai.md): Ask AI has graduated from answering questions to executing actions . Whether you need to create a contact, reschedule an appointment, or bulk-update… - [Using Ask AI to Create and Update SaaS Plans](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/using-ask-ai-to-create-and-update-saas-plans.md): Learn how to use Ask AI in GHL Customer Care to create and update SaaS plans faster with natural language prompts, pricing, features, and basic configuration. - [Using Ask AI Artifacts and Mermaid Diagrams in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/using-ask-ai-artifacts-and-mermaid-diagrams-in-ghl-customer-care.md): Learn how Ask AI artifacts and Mermaid diagrams in GHL Customer Care help create structured tables, charts, todo lists, approvals, and visual workflows. - [Ask AI Session Examples & Usage Costs](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-session-examples-usage-costs.md): Learn how Ask AI session pricing works with real-world examples of content creation, approvals, workflows, product imports, and multi-channel campaigns. - [Create and Attach Knowledge Bases with Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/create-and-attach-knowledge-bases-with-ask-ai.md): ​Learn how to use Ask AI to create Knowledge Bases from Brand Voice or website content and connect them to Conversation AI or Voice AI. - [What is Ask AI Memory?](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/what-is-ask-ai-memory.md): Complete Guide on how Ask AI Memory saves user context, uses recent memories, imports details, and helps personalize future Ask AI conversations in GHL Customer Care. - [How to Use Scheduled Tasks in Ask AI to Automate Prompts](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-scheduled-tasks-in-ask-ai-to-automate-prompts.md): Learn how to use Scheduled Tasks in Ask AI to automate prompts, run recurring workflows, and get insights automatically in GHL Customer Care. - [How to Generate SEO-Friendly Blog Posts Using Ask AI in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-generate-seo-friendly-blog-posts-using-ask-ai-in-ghl-customer-care.md): Learn how to use Ask AI in GHL Customer Care to generate SEO-friendly blog posts, create outlines, and produce long-form content faster in one workflow. - [How to Use Ask AI Voice Mode](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-ask-ai-voice-mode.md): ​Learn how to enable and use Ask AI Voice Mode in GHL Customer Care to speak prompts, hear updates, pause voice, switch to text, and confirm supported actions. - [How to Provide Feedback on Ask AI Responses](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-provide-feedback-on-ask-ai-responses.md): ​Learn how to rate Ask AI responses with thumbs up or thumbs down, add feedback reasons, update ratings, and share constructive feedback in GHL Customer Care. - [How to Use Ask AI to Create and Manage Courses](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-use-ask-ai-to-create-and-manage-courses.md): Learn how to use Ask AI in GHL Customer Care to create course outlines, generate lesson content, build quizzes, manage settings, and create offers. - [How to setup the Ask AI LeadConnector Chrome Extension](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-setup-the-ask-ai-leadconnector-chrome-extension.md): The Ask AI LeadConnector Chrome Extension allows Ask AI to open webpages, click, type, scroll, and complete supported browser tasks for you. You can… - [Ask AI Templates](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-templates.md): Discover Ask AI's 90+ ready-made templates. Follow step-by-step workflows for campaigns, bookings, compliance, and more—organized by category and permission level. - [AI Browser Control Extension](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ai-browser-control-extension.md): Let Ask AI control your browser—opening pages, clicking buttons, and filling forms. Secure, isolated automation for Chrome-based browsers. - [How to Access and Manage Media Storage Using Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/how-to-access-and-manage-media-storage-using-ask-ai.md): Manage your media library, Google Drive, and Canva through natural-language conversations in AskAI. Browse, organize, and act on files with conversational commands. - [Ask AI Multi-Threading: Run Multiple Tasks at Once](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-multi-threading-run-multiple-tasks-at-once.md): Run up to 10 AI conversations at once in GHL Customer Care. Get background notifications, switch accounts freely, and never lose work with multi-threaded Ask AI. - [Ask AI Skills and Connectors](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-skills-and-connectors.md): Connect Ask AI to Notion, Canva, GitHub, and 100+ MCP apps. Upload or write custom Skills to teach Ask AI your playbooks and SOPs—invoked on demand or matched automatically. - [Create Email Templates with Ask AI](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/create-email-templates-with-ask-ai.md): Learn how to use Email AI in Ask AI to create, update, preview, and refine Design Editor email templates before opening them in Email Builder. - [Ask AI - Audio & Video Generation](https://docs.ghlcustomercare.com/docs/ai-employee/ask-ai/ask-ai-audio-video-generation.md): Learn how to create cinematic videos and natural voiceovers with Ask AI, direct style and delivery, use image frames, and save generated media for reuse. - [AI Studio in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/ai-studio-in-ghl-customer-care.md): Learn how to use AI Studio in GHL Customer Care to create websites, landing pages, and interactive experiences using prompts - [Connect Forms and Calendars in AI Studio](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/connect-forms-and-calendars-in-ai-studio.md): Learn how to connect forms and calendars in AI Studio so your AI-generated pages can capture leads, collect submissions, and support automations. - [Code Editor in the AI Studio](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/code-editor-in-the-ai-studio.md): The AI Studio Code Editor in GHL Customer Care lets you edit and manage your project’s code without leaving the builder. - [Advanced SEO Support in AI Studio](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/advanced-seo-support-in-ai-studio.md): Learn how Advanced SEO Support for AI Studio improves crawlability, social previews, and sitemap setup for better search and AI visibility. - [Visual Edits in AI Studio](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/visual-edits-in-ai-studio.md): Make direct changes to a AI Studio project without relying on prompts or editing code. Use Visual Edits to edit text, page elements, styles, prompts and more - [Bulk Enable/Disable AI Studio Across Sub-Accounts](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/bulk-enable-disable-ai-studio-across-sub-accounts.md): This article explains how Agency owners and admins can disable AI Studio in bulk across multiple sub-accounts. - [AI Studio Form Submitted Workflow Trigger](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/ai-studio-form-submitted-workflow-trigger.md): Learn how to use the AI Studio Form Submitted trigger to automate follow-up workflows when visitors submit forms on your AI Studio websites. - [AI Studio - Pricing](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/ai-studio-pricing.md): AI Studio can build everything from a single landing page to complete, multi-page web experiences with forms, booking flows, and connected domains… - [AI Studio Success Pack Course](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/ai-studio-success-pack-course.md): Master GHL Customer Care AI Studio with the AI Studio Success Pack. Learn to build AI-powered websites and apps through step-by-step training, real-world use cases, feature walkthroughs, and advanced AI strategies. - [Download AI Studio Codebase as ZIP](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/download-ai-studio-codebase-as-zip.md): Download your complete AI Studio project codebase as a ZIP file. Export current or previous versions to continue development externally or host anywhere. - [AI Studio: Introducing SSR + Server Functions + Secrets](https://docs.ghlcustomercare.com/docs/ai-employee/ai-studio/ai-studio-introducing-ssr-server-functions-secrets.md): Build full-stack apps in GHL Customer Care AI Studio with SSR, server functions, REST APIs, and Secrets, plus learn how to publish and connect a custom domain. - [Overview of Flow Agents in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/overview-of-flow-agents-in-agent-studio.md): Complete Guide on how to manage, edit, test, and maintain existing flow-based agents in Agent Studio, and when to use SuperAgents for new agent creation. - [Agent Studio - Setting Up Triggers for Flow Agents](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/agent-studio-setting-up-triggers-for-flow-agents.md): Learn how to configure real-time Start triggers for existing Flow Agents in GHL Customer Care's Agent Studio, that includes setup, testing, and publishing steps. - [How to Setup Flow Agents in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-setup-flow-agents-in-agent-studio.md): Learn how GHL Customer Care Agent Studio works. Explore triggers, nodes, templates, and AI tools to build, test, and publish intelligent AI agents. - [Agent Studio - Router Tool (AI & Conditional Router)](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/agent-studio-router-tool-ai-conditional-router.md): Learn how to use the router tool in GHL Customer Care's Agent Studio. Use AI Router, Conditional Router, and No Condition routing to build smarter conversation flows. - [How to Create and Manage Folders in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-create-and-manage-folders-in-agent-studio.md): Learn how to manage Folders in Agent Studio using bulk actions, status labels, search, and pagination to organize AI agents efficiently. - [How to Test and Debug AI Conversations in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-test-and-debug-ai-conversations-in-agent-studio.md): Learn how to test and debug AI conversations in GHL Customer Care Agent Studio using execution logs, performance metrics, and the chat emulator. - [How to Use Custom Values and Variables in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-use-custom-values-and-variables-in-agent-studio.md): Learn how to use Custom Values and variables in GHL Customer Care Agent Studio to personalize AI agents, pull CRM data, and build reusable workflows. - [How to Clone and Share Agent Studio Agents Using Snapshots](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-clone-and-share-agent-studio-agents-using-snapshots.md): Learn how to clone, load, and share Agent Studio AI agents using Account Snapshots to deploy automations across sub-accounts or sell via the Marketplace. - [How to Use Brand Voice and Brand Kit in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-use-brand-voice-and-brand-kit-in-agent-studio.md): Learn how to apply Brand Voice and Brand Kit in GHL Customer Care Agent Studio to generate on-brand text, images, video, and audio automatically. - [Agent Studio - Multi Agent System Builder](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/agent-studio-multi-agent-system-builder.md): Learn how to use Agent Studio in GHL Customer Care to build, test, and publish AI agent workflows with nodes, tools, variables, routing, and Knowledge Bases. - [Graph Builder Copy, Paste, and Bulk Delete in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/graph-builder-copy-paste-and-bulk-delete-in-agent-studio.md): Learn how to copy, paste, and bulk delete nodes in GHL Customer Care Agent Studio Graph Builder to reuse flows faster and keep graphs organised. - [Build Smarter AI Agents Using AI Agent Node in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/build-smarter-ai-agents-using-ai-agent-node-in-agent-studio.md): Learn how to configure the AI Agent Node in Agent Studio. Understand prompts, tools, and variables to build intelligent AI agents in GHL Customer Care. - [How to Build Structured Agent Flows Using Sequential Node in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-build-structured-agent-flows-using-sequential-node-in-agent-studio.md): Learn how to use Sequential Node in Agent Studio to build structured, step-by-step flows, capture data, and execute actions reliably in GHL Customer Care. - [How to Collect User Inputs with Capture Tools in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-collect-user-inputs-with-capture-tools-in-agent-studio.md): Learn how to use Capture Tools in GHL Customer Care Agent Studio to collect emails, phone numbers, choices, and text inputs in Sequential Node flows. - [How to Create AI Content with Generative AI tools In Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-create-ai-content-with-generative-ai-tools-in-agent-studio.md): Learn how to use Generative AI tools in GHL Customer Care Agent Studio to create text, audio, images, and videos with prompts and variables. - [How AI Agents Use the Knowledge Base Tool to Answer Customer Inquiries](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-ai-agents-use-the-knowledge-base-tool-to-answer-customer-inquiries.md): ​Learn how to use the Knowledge Base Tool in GHL Customer Care Agent Studio so AI agents can answer questions using stored business content. - [Setup and Use Managed Agents in Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/setup-and-use-managed-agents-in-agent-studio.md): Create production-ready AI agents in minutes using plain language in GHL Customer Care. Managed Agents (formerly Super Agents) automates workflows, answers questions, and performs CRM actions. - [Import cURL in Agent Studio API Call Tool](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/import-curl-in-agent-studio-api-call-tool.md): Learn how to import cURL commands into the Agent Studio API Call Tool to auto-fill API methods, URLs, headers, and request bodies in GHL Customer Care. - [How to Use Web Search Tool in Agent Studio for Real-Time Responses](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-use-web-search-tool-in-agent-studio-for-real-time-responses.md): Learn how to configure the Web Search Tool in Agent Studio to fetch real-time data, improve responses, and build smarter AI agents in GHL Customer Care. - [Scheduled Triggers for Managed Agents in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/scheduled-triggers-for-managed-agents-in-ghl-customer-care.md): Learn how to schedule Managed Agents (formerly Super Agents) in GHL Customer Care using one-time runs, recurring intervals, cron expressions, multiple schedules, and natural language. - [How to Clone and Share Managed Agents Using Snapshots](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-clone-and-share-managed-agents-using-snapshots.md): Learn how to add Managed Agents to GHL Customer Care Snapshots, load them into subaccounts, review conflicts, refresh configurations, and verify transferred agents. - [Appointment Triggers in Managed Agents](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/appointment-triggers-in-managed-agents.md): Launch GHL Customer Care Managed Agents (formerly Super Agents) automatically when customers book, confirm, cancel, or miss appointments. Configure appointment triggers in Agent Studio for real-time engagement. - [Custom MCP Connectors for Managed Agents - Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/custom-mcp-connectors-for-managed-agents-agent-studio.md): Connect any MCP server to your Managed Agents (Formerly Super Agents) with custom MCP connectors. Add third-party or internal tools, configure authentication, and extend agent capabilities. - [Managed Agents, Conversation AI & Ask AI: What's the Difference?](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/managed-agents-conversation-ai-ask-ai-what-s-the-difference.md): Managed Agents (formerly Super Agents), Conversation AI & Ask AI: What's the Difference? - [Managed Agent Activity Feed: Monitor & Debug AI Agents](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/managed-agent-activity-feed-monitor-debug-ai-agents.md): Track every Managed Agent (formerly Super Agents) action in real time. View chat sessions and trigger runs, inspect reasoning, debug tool calls, and verify automated executions — all in one timeline. - [How to Use the Actions Platform in GHL Customer Care Agent Studio](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/how-to-use-the-actions-platform-in-ghl-customer-care-agent-studio.md): Learn how GHL Customer Care Actions Platform lets Agent Studio agents send messages, update CRM data, apply tags, and perform automated actions in real time. - [Parallel Conversations in Managed Agents](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/parallel-conversations-in-managed-agents.md): Run up to 10 Managed Agent conversations in parallel, monitor active work from the Activity tab, and return to each conversation without losing context. - [Create Custom Skills for Managed Agents in GHL Customer Care](https://docs.ghlcustomercare.com/docs/ai-employee/agent-studio/create-custom-skills-for-managed-agents-in-ghl-customer-care.md): Learn how to create, manage, assign, and use Custom Skills in GHL Customer Care Managed Agents to keep agent instructions consistent and reusable across teams. - [Email Campaign Agent (Beta)](https://docs.ghlcustomercare.com/docs/ai-employee/email-ai/email-campaign-agent-beta.md): Use GHL Customer Care’s Email Campaign Agent to generate on‑brand copy with Ask AI, run A/B tests, target Segments or Smart Lists, and set up a dedicated sending domain - [How to Setup and Use the GHL Customer Care MCP Server](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/how-to-setup-and-use-the-ghl-customer-care-mcp-server.md): Connect AI agents to GHL Customer Care tools with MCP Server. Learn setup, scopes, authentication, supported clients, and examples for secure automation today. - [Automate Workflows with GHL Customer Care MCP and N8N](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/automate-workflows-with-ghl-mcp-and-n8n.md): Connect GHL Customer Care MCP with N8N instantly. No plugins required. Learn how to automate workflows between GHL Customer Care and N8N easily. - [MCP Connectors for Managed Agents](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/mcp-connectors-for-managed-agents.md): Connect third-party MCP apps to your GHL Customer Care Superagents. Integrate tools like HubSpot, Notion, Apify, Make, Fathom, Calendly, Canva, and OpenArt to extend agent capabilities. - [GHL Customer Care MCP Multi-Account Support for Claude](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/ghl-customer-care-mcp-multi-account-support-for-claude.md): Connect Claude to multiple GHL Customer Care sub-accounts from one integration. Switch between locations instantly with the new Anthropic MCP endpoint. - [GHL Customer Care MCP for Anthropic — Increased Scopes](https://docs.ghlcustomercare.com/docs/ai-employee/mcp-server/ghl-customer-care-mcp-for-anthropic-increased-scopes.md): Connect Claude to GHL Customer Care with the new Anthropic MCP endpoint. Access 625 operations across 40 domains with OAuth-based authentication and user-controlled scopes. - [Knowledge Base - Web Crawler](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/knowledge-base-web-crawler.md): GHL Customer Care’s Enhanced Web Crawler captures 30–50% more content tabs, accordions, and lazy loads, so Conversation AI delivers richer, more accurate answers. - [AI Employee - Knowledge Base Tables](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/ai-employee-knowledge-base-tables.md): Add tables to your GHL Customer Care Knowledge Base for AI employees to pick key columns, upload CSVs, and keep working while indexing finishes in the background. - [Auto Refresh of Knowledge Base Trained Links](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/auto-refresh-of-knowledge-base-trained-links.md): Automatically re-crawl and retrain web URLs for Conversation AI. Schedule daily, weekly, or monthly refreshes, monitor statuses, and keep answers accurate. - [Knowledge Base - Document & Rich-Text Support](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/knowledge-base-document-rich-text-support.md): Upload DOC, DOCX, and PDF files or write in a rich‑text editor to power GHL Customer Care Knowledge Bases. Automatic parsing, fast indexing, and source management. - [Bundle Knowledge Bases with AI Agent Templates](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/bundle-knowledge-bases-with-ai-agent-templates.md): Learn how to include a Knowledge Base with GHL Customer Care AI Agent Marketplace templates so agencies install smarter, faster, and get value on day one. - [Knowledge Base Overview](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/knowledge-base-overview.md): Learn about the refreshed Knowledge Base UI in GHL Customer Care, including the new Summary view, tabbed data sources, and the centralized federated Knowledge Base component. - [What is the Knowledge Base Retrieval Tester?](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/what-is-the-knowledge-base-retrieval-tester.md): Use GHL Customer Care’s Knowledge Base Retrieval Tester to validate sources, review retrieved chunks, troubleshoot gaps, and improve AI response accuracy. - [How to Download Knowledge Base Tables in CSV](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/how-to-download-knowledge-base-tables-in-csv.md): Learn how to export GHL Customer Care Knowledge Base Tables as CSV for reporting, QA, backups, and synced Google Sheets data management. - [Knowledge Base - Google Drive Integration](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/knowledge-base-google-drive-integration.md): Learn how to Import PDFs, Google Docs, DOC, and DOCX files directly from Google Drive into your Knowledge Base and manually re-sync updates when needed. - [Google Drive Daily Sync for Knowledge Base Files](https://docs.ghlcustomercare.com/docs/ai-employee/knowledge-bases/google-drive-daily-sync-for-knowledge-base-files.md): Enable Daily Scheduled Sync for Google Drive files in GHL Customer Care Knowledge Base to keep supported documents current with automatic checks every 24 hours. - [Content AI with Social Planner](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-social-planner/content-ai-with-social-planner.md): Content AI is an AI-powered writing assistant that can help generate content faster, easier, and better. It can be used to create content with specific tones and keywords and generate multiple variations. - [How to generate images for Social Planner using Content AI](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-social-planner/how-to-generate-images-for-social-planner-using-content-ai.md): Content AI is a powerful AI-powered assistant designed to generate high-quality content, including text and images, to enhance productivity. It's an innovative tool that can help users craft unique social media posts, focusing on creating realistic images - [How to fix grammar and spelling, make longer content and improve writing in Social Post?](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-social-planner/how-to-fix-grammar-and-spelling-make-longer-content-and-improve-writing-in-socia.md): Craft the perfect generation with AI content that iterates based on your feedback and test content for tone, structure, and intent that wins over your audience. - [Content AI: Guided Content Questions in Social Planner](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-social-planner/content-ai-guided-content-questions-in-social-planner.md): This article explains how to use the new guided content questions powered by Content AI in Social Planner. Create higher-quality, platform-specific posts… - [How to create blog post outline with Content AI?](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-blogs/how-to-create-blog-post-outline-with-content-ai.md): Content AI, a cutting-edge writing assistant, makes content creation 2X faster and effortless and produces higher-quality results. - [How to fix grammar and spelling, make longer content and improve writing in Blogs?](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-blogs/how-to-fix-grammar-and-spelling-make-longer-content-and-improve-writing-in-blogs.md): Craft the perfect generation with AI content that iterates based on your feedback and test content for tone, structure, and intent that wins over your audience. - [How to create Emails using Content AI?](https://docs.ghlcustomercare.com/docs/ai-employee/content-ai-in-the-email-builder/how-to-create-emails-using-content-ai.md): Writing emails with Content AI offers several benefits, like generating content faster and more efficiently, tailoring Content to specific business needs, and saving time for other tasks. Content AI can generate different email contexts and variations. - [Appointment Booking in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/appointment-booking-in-conversation-ai.md): Explore the power of Conversation AI, designed to streamline your appointment booking process across diverse channels. With the Suggestive and Auto-Pilot modes, either guide AI-generated messages or let the AI independently manage responses. - [AI Prompting 101](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/ai-prompting-101.md): Learn how to write clear, effective AI prompts in GHL Customer Care using practical frameworks, real-world examples, testing tips, and proven best practices today. - [How to Customize Conversation AI Agent Responses with Prompts and Instructions](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/how-to-customize-conversation-ai-agent-responses-with-prompts-and-instructions.md): Learn how to customize Conversation AI agent responses with prompts, instructions, response rules, examples, testing tips, and best practices. - [How to Configure Bot Goals in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/how-to-configure-bot-goals-in-conversation-ai.md): ​Learn how to configure Bot Goals in Conversation AI to collect contact details, book appointments, trigger workflows, test settings, and improve handoffs. - [How to Use the Add Contact Info Action in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/how-to-use-the-add-contact-info-action-in-conversation-ai.md): Learn how the Add Contact Info action updates empty contact fields from Conversation AI chats. - [Bot Goals Overview - Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/bot-goals-overview-conversation-ai.md): Learn how Bot Goals in Conversation AI control prompts, actions, appointment booking, workflows, contact info, and testing for better bot performance. - [AI Action Logging & Filtering in Conversations](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/ai-action-logging-filtering-in-conversations.md): This article explains how the new AI Action Logging and Filtering features enhance transparency and tracking for AI interactions inside the Conversations… - [Conversation AI - Transfer Bot Action](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/conversation-ai-transfer-bot-action.md): Learn how to use Transfer Bot Action in GHL Customer Care Conversation AI to route conversations between bots based on user intent and trigger conditions. - [Conversation AI - Auto Follow-Up Action](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/conversation-ai-auto-follow-up-action.md): Learn how to set up Auto Follow-Up in GHL Customer Care Conversation AI to re-engage inactive contacts, preserve flow context, and automate timely follow-ups. - [Conversation AI - Human Handover Action](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-goals-prompts-and-actions/conversation-ai-human-handover-action.md): Learn how to set up Human Handover in GHL Customer Care Conversation AI to transfer chats to your team, pause the bot, create tasks, and tag contacts. - [Auto-Pilot Mode in Conversation AI for Efficient Communication](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-response-modes/auto-pilot-mode-in-conversation-ai-for-efficient-communication.md): How to Utilize Auto-Pilot Mode in Conversation AI - [Auto-Pilot Mode in Conversation AI for Efficient Communication](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-response-modes/auto-pilot-mode-in-conversation-ai-for-efficient-communication-155000008094.md): Conversation AI Auto-Pilot Mode in Conversation AI Let your AI bot handle conversations autonomously with extended 100-message capacity and smart sleep… - [Conversation AI Bot Explained](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/conversation-ai-bot-explained.md): Learn what the Conversation AI Bot is in GHL Customer Care, how it automates customer conversations, and where to find setup guides for each major configuration area. - [How to Use Conversation AI in the Mobile App (GHL Customer Care & LeadConnector)](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/how-to-use-conversation-ai-in-the-mobile-app-ghl-customer-care-leadconnector.md): Use Conversation AI on mobile in GHL Customer Care and LeadConnector to manage Autopilot replies, suggested responses, bot pauses, and reactivation settings fast. - [How to Set Up a Conversation AI Bot](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/how-to-set-up-a-conversation-ai-bot.md): Learn how to set up Conversation AI in GHL Customer Care, create bots, assign channels, configure goals, test responses, and launch with the right bot status. - [Conversation AI - Primary vs Non-Primary Bots](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/conversation-ai-primary-vs-non-primary-bots.md): Learn how primary and non-primary Conversation AI bots work in GHL Customer Care, including channel assignments, workflow use, and when each bot responds to inputs. - [Conversation AI - Advanced Settings Overview](https://docs.ghlcustomercare.com/docs/ai-employee/getting-started-w-conversation-ai/conversation-ai-advanced-settings-overview.md): Learn how to configure Advanced Settings for Conversation AI bots, including response timing, bot sleep controls, image support, voice notes, & response styles. - [Web URLs and Links](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/web-urls-and-links.md): Web URLs and Links allow you to train Conversation AI by adding website pages to a GHL Customer Care Knowledge Base. GHL Customer Care crawls the selected… - [Conversation AI: New Query Detection Flow](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/conversation-ai-new-query-detection-flow.md): Conversation AI’s New Query Detection Flow helps GHL Customer Care better understand what a contact is asking during an active conversation. Instead of… - [Review and Edit Website Content Used by Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/review-and-edit-website-content-used-by-conversation-ai.md): When you add a website as a training source, Conversation AI can crawl and extract content from the pages you provide. Reviewing and editing that crawled… - [Response Info for your AI message](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/response-info-for-your-ai-message.md): Understand how AI-generated responses are created, review the sources used to generate answers, and make improvements directly from Conversations… - [Conversation AI - New Knowledge Sources & Quality Upgrades](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/conversation-ai-new-knowledge-sources-quality-upgrades.md): Boost Conversation AI with tables, rich text, and file support. A new retrieval engine delivers precise, context-aware answers with source transparency. - [How to Use Knowledge Base Triggers in Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/how-to-use-knowledge-base-triggers-in-conversation-ai.md): Learn how to use nested folders in GHL Customer Care to organize campaigns, templates, and sequences for faster navigation and scalable email management. - [Training Your Conversation AI Bot](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-training-bots/training-your-conversation-ai-bot.md): Learn how to train a GHL Customer Care Conversation AI bot with websites, FAQs, files, tables, and Knowledge Bases, then test and maintain accurate responses. - [Conversation AI: Live Chat Channel in Workflow Action](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-workflows/conversation-ai-live-chat-channel-in-workflow-action.md): TABLE OF CONTENTS What's New? How it Works: What's New? We’ve added the ability to include live chat as a channel in workflow actions. This new feature… - [Trigger a Workflow within Conversation AI](https://docs.ghlcustomercare.com/docs/ai-employee/conversation-ai-workflows/trigger-a-workflow-within-conversation-ai.md): TABLE OF CONTENTS Introduction Step 1: Once you're in the Bot Goals tab, click on the Trigger a workflow button to explore the details Step 2: Click on… ## Phone System - [Number Intelligence - Spam Detection, Caller ID & SMS Validation](https://docs.ghlcustomercare.com/docs/phone-system/general/number-intelligence-spam-detection-caller-id-sms-validation.md): Learn how Number Intelligence detects inbound spam, identifies callers, validates numbers before SMS, and helps protect SMS deliverability in GHL Customer Care. - [Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)](https://docs.ghlcustomercare.com/docs/phone-system/general/setting-up-webhooks-to-receive-incoming-calls-messages-and-status-updates-for-ca.md): Learn how to configure Twilio webhooks for GHL Customer Care so inbound calls, SMS messages, and call status updates are sent to the correct GHL Customer Care endpoints. - [Call Forwarding to Your GHL Customer Care Phone Number](https://docs.ghlcustomercare.com/docs/phone-system/general/call-forwarding-to-your-ghl-customer-care-phone-number.md): Learn how to forward calls from Verizon, AT&T, T-Mobile, Xfinity & Spectrum to your GHL Customer Care number so you can use Voice AI while keeping your existing number. - [Understanding Default Phone Preferences for New Sub-Accounts](https://docs.ghlcustomercare.com/docs/phone-system/general/understanding-default-phone-preferences-for-new-sub-accounts.md): Understand the default phone, messaging, and A2P registration settings applied to new sub-accounts in GHL Customer Care. Streamline onboarding with smart defaults. - [How to Create and Use Call Scripts in Web & App Dialers](https://docs.ghlcustomercare.com/docs/phone-system/general/how-to-create-and-use-call-scripts-in-web-app-dialers.md): Standardize phone calls with Call Scripts: now in GHL Customer Care Web Dialer, GHL Customer Care App & LeadConnector App. Guide agents, ensure compliance, boost conversions. - [The Phone Dialer Overview](https://docs.ghlcustomercare.com/docs/phone-system/general/the-phone-dialer-overview.md): Communications The Phone Dialer Overview Use GHL Customer Care's Web Dialer to place outbound calls, manage active conversations, transfer calls, and… - [Moving Phone Numbers: Migration Guide](https://docs.ghlcustomercare.com/docs/phone-system/general/moving-phone-numbers-migration-guide.md): Learn how to move or port phone numbers in GHL Customer Care, prepare required IDs and documents, handle bulk VoIP numbers, and validate calls and SMS after cutover. - [Understanding the 5% Markup on Phone System Pass-Through Charges](https://docs.ghlcustomercare.com/docs/phone-system/general/understanding-the-5-markup-on-phone-system-pass-through-charges.md): GHL Customer Care removed the 5% Stripe markup from all Phone System charges. Learn how this update improves billing accuracy, transparency, and compliance. - [Audio Device Settings in the Web Dialer](https://docs.ghlcustomercare.com/docs/phone-system/general/audio-device-settings-in-the-web-dialer.md): Learn how to select your speaker, microphone, and ring multiple devices simultaneously in the GHL Customer Care web dialer to ensure you never miss an inbound call. - [Voice Geo Permissions for GHL Customer Care Phone System](https://docs.ghlcustomercare.com/docs/phone-system/calling/voice-geo-permissions-for-ghl-customer-care-phone-system.md): Geo Permissions Issues with Twilio in GHL Customer Care - [Using Call Connect to Ensure Accurate Call Status Tracking](https://docs.ghlcustomercare.com/docs/phone-system/calling/using-call-connect-to-ensure-accurate-call-status-tracking.md): Learn how the Call Connect feature improves call tracking accuracy by requiring agent confirmation before connecting calls. Avoid false “Completed” statuses. - [How to Set Up Call Tracking (Number Pool)](https://docs.ghlcustomercare.com/docs/phone-system/calling/how-to-set-up-call-tracking-number-pool.md): Number pools are a great way to track the calls driven by paid campaigns. By using number pools you are able to attribute call-tracking conversations based on specific phone numbers being shown to leads that land on designated landing pages and or website - [Ringless Voicemail/Voicemail Drops Setup Guide](https://docs.ghlcustomercare.com/docs/phone-system/calling/ringless-voicemail-voicemail-drops-setup-guide.md): Learn to set up ringless voicemail (voicemail drops) in GHL Customer Care workflows. Review prerequisites, upload 64kbps MP3/WAV files, and send with consent. - [Workflow Trigger - Call Details](https://docs.ghlcustomercare.com/docs/phone-system/calling/workflow-trigger-call-details.md): Learn how to configure the Call Details workflow trigger in GHL Customer Care using call direction, status, number pools, phone numbers, and custom dispositions. - [How To Forward Inbound Calls to Mobile App](https://docs.ghlcustomercare.com/docs/phone-system/calling/how-to-forward-inbound-calls-to-mobile-app.md): Now you can get inbound calls in the mobile APP -Currently only in android - [Outbound Calls with Dialer in Web App (Softphone)](https://docs.ghlcustomercare.com/docs/phone-system/calling/outbound-calls-with-dialer-in-web-app-softphone.md): Learn how to place outbound calls using the Dialer in GHL Customer Care’s web app softphone. Set caller ID, use the keypad, record calls, and manage call controls. - [How to Fix Bad Call Quality in GHL Customer Care](https://docs.ghlcustomercare.com/docs/phone-system/calling/how-to-fix-bad-call-quality-in-ghl-customer-care.md): Steps to fix your VoIP Call Quality issues. Good call quality is crucial for any business relying on VoIP (Voice over Internet Protocol) technology. - [Fix Call Disconnections in GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/phone-system/calling/fix-call-disconnections-in-ghl-customer-care-mobile-app.md): Resolve call disconnection issues by configuring the correct permissions for background app refresh and microphone access on your mobile device. - [Why are my Calls marked as Spam, and How can I avoid it ?](https://docs.ghlcustomercare.com/docs/phone-system/calling/why-are-my-calls-marked-as-spam-and-how-can-i-avoid-it.md): Learn why GHL Customer Care calls may show as Spam Likely and how Voice Integrity, SHAKEN/STIR, CNAM, and caller reputation best practices can help improve trust. - [Ring Incoming Calls to Multiple Users](https://docs.ghlcustomercare.com/docs/phone-system/calling/ring-incoming-calls-to-multiple-users.md): Users can configure GHL Customer Care to redirect calls to multiple users in their account. Useful for numbers where answering the call is critical. - [Recommendations and Best Practices for Maintaining a Positive Caller Reputation](https://docs.ghlcustomercare.com/docs/phone-system/calling/recommendations-and-best-practices-for-maintaining-a-positive-caller-reputation.md): Best practices to maintain positive caller reputation by using Trust Center tools in GHL Customer Care like CNAM and SHAKEN/STIR. - [Understanding Inbound Call Rate Limits](https://docs.ghlcustomercare.com/docs/phone-system/calling/understanding-inbound-call-rate-limits.md): Learn how GHL Customer Care inbound call rate limits work for IVR, Voice AI, and regular numbers, including concurrency guidance, violations, and support recovery. - [SIM-based calling with the Mobile App](https://docs.ghlcustomercare.com/docs/phone-system/calling/sim-based-calling-with-the-mobile-app.md): Call leads instantly from the GHL Customer Care mobile app using your phone’s SIM—no LC Phone number needed. Learn setup, prerequisites, and FAQs to start today. - [Remediate 'Spam Likely' on your Caller ID using Free Caller Registry](https://docs.ghlcustomercare.com/docs/phone-system/calling/remediate-spam-likely-on-your-caller-id-using-free-caller-registry.md): Overview In this article, we will learn how we can increase our call answer rates by remediating 'spam likely' / 'potential spam' / 'scam likely' on the… - [Local Presence Dialing with the GHL Customer Care Phone System](https://docs.ghlcustomercare.com/docs/phone-system/calling/local-presence-dialing-with-the-ghl-customer-care-phone-system.md): Boost call answer rates with Local Presence Dialing in GHL Customer Care. Use local caller IDs to increase trust, improve engagement, and reduce missed calls. - [What is SHAKEN/STIR?](https://docs.ghlcustomercare.com/docs/phone-system/calling/what-is-shaken-stir.md): Learn how SHAKEN/STIR authenticates caller ID in GHL Customer Care, its requirements, how registration works, and how it differs from CNAM and Voice Integrity. - [What is CNAM?](https://docs.ghlcustomercare.com/docs/phone-system/calling/what-is-cnam.md): Learn what CNAM is, why it matters, and how to register your business name in GHL Customer Care to improve caller recognition and trust on outbound phone calls. - [Inbound Calls: IVR, AI, Routing & Call Flow Explained](https://docs.ghlcustomercare.com/docs/phone-system/calling/inbound-calls-ivr-ai-routing-call-flow-explained.md): Learn how inbound call systems work—from IVR and Voice AI to simultaneous ringing and voicemail. A complete step-by-step call routing guide for CRM and SaaS teams. - [Auto-minimize, Pin & Drag GHL Customer Care Dialer](https://docs.ghlcustomercare.com/docs/phone-system/calling/auto-minimize-pin-drag-ghl-customer-care-dialer.md): Learn how GHL Customer Care dialer auto-minimize, pin, and drag work in the web app to reduce clutter, improve multitasking, and keep call controls accessible. - [India Phone Numbers & Voice Calling](https://docs.ghlcustomercare.com/docs/phone-system/calling/india-phone-numbers-voice-calling.md): Learn how to purchase and use India phone numbers in GHL Customer Care, including voice calling rules, pricing, regulatory requirements, setup, and restrictions. - [Branded Calling: Improve Your Phone Number Reputation](https://docs.ghlcustomercare.com/docs/phone-system/calling/branded-calling-improve-your-phone-number-reputation.md): Learn how SHAKEN/STIR, CNAM, and Voice Integrity authenticate calls, display your business name, & strengthen your phone number reputation in GHL Customer Care. - [How do I migrate my agency and sub-account over to LC Phone?](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-do-i-migrate-my-agency-and-sub-account-over-to-lc-phone.md): Effective immediately, the LeadConnector Phone system will be available for all the agencies. You can skip the hassle of integrating the service with our CRM and directly with one click set up the system to use it. - [Why is your account suspended](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/why-is-your-account-suspended.md): Understanding Account Suspensions: What You Need to Know If your GHL Customer Care account has been suspended, this guide provides essential information to… - [Regulatory Bundle and Address Creation for Sub-Accounts](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/regulatory-bundle-and-address-creation-for-sub-accounts.md): Address Bundle is preselected; forms auto-populate from the location profile; deletions require confirmation and block when in use. Reduce errors and speed provisioning in GHL Customer Care. - [What is the GHL Customer Care’s Native Phone System? (LC Phone)](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/what-is-the-ghl-customer-care-s-native-phone-system-lc-phone.md): LC - Phone acts as a Telephone service provider, which has Incredible Deliverability, Error Monitoring, and Better Compliance and is much more affordable when compared to any of the Telephony service providers. - [Phone System Pricing & Billing Guide](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/phone-system-pricing-billing-guide.md): Learn about LC Phone pricing for SMS, MMS, voice calls, phone numbers, and A2P 10DLC fees. This guide includes U.S., Canada, and international costs plus SaaS rebilling details for GHL Customer Care agencies. - [How to Disable LC Phone System for Subaccount/Location (LC to Twilio)](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-to-disable-lc-phone-system-for-subaccount-location-lc-to-twilio.md): Unfortunately, there is no bulk solution for removing LC Phone from existing sub-accounts. - [Phone System Messaging Analytics Overview](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/phone-system-messaging-analytics-overview.md): Learn how to use GHL Customer Care Messaging Analytics to track SMS delivery, failures, opt-outs, source filters, trends, error codes, and detailed message results. - [Know Your Customer (KYC) in the United Kingdom](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/know-your-customer-kyc-in-the-united-kingdom.md): E-KYC process for GHL Customer Care customers based in the United Kingdom - [How to Enable Call Transcriptions for Recorded Calls](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-to-enable-call-transcriptions-for-recorded-calls.md): Learn how to easily enable call transcriptions for recorded calls so you can read and review conversations anytime within your GHL Customer Care account. - [Configure SMS Compliance Settings](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/configure-sms-compliance-settings.md): Set up SMS Compliance in GHL Customer Care—add sender ID, opt‑out text, and re‑insert them every 1–60 days to boost deliverability and meet carrier guidelines. - [Physical VoIP Deskphones (SIP)](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/physical-voip-deskphones-sip.md): Discover how to integrate your physical VoIP deskphone directly to GHL Customer Care with seamless call management for both outbound and inbound calls! - [LC Phone System - Error Code and Warning Dictionary](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/lc-phone-system-error-code-and-warning-dictionary.md): Explore the full list of LC Phone System error codes and warnings. Learn what each code means and how to fix calling, messaging, and number-related issues. - [Why You Can't Delete a Twilio Subaccount from the GHL Customer Care?](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/why-you-can-t-delete-a-twilio-subaccount-from-the-ghl-customer-care.md): Learn why externally managed Twilio subaccounts cannot be closed in GHL Customer Care, what to preserve first, and how to migrate or close them safely in Twilio. - [KYC Verification on Persona — Best Practices](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/kyc-verification-on-persona-best-practices.md): Learn best practices for completing Persona KYC verification in GHL Customer Care, including ID and selfie requirements, common issues, and troubleshooting tips. - [Custom Dispositions for Voice Calls](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/custom-dispositions-for-voice-calls.md): Turn call outcomes into data: create dispositions, trigger follow-ups, and analyze results in Call Reporting and Power Dialer. - [Avoid Call Loops When Routing Calls to Internal Phone Numbers](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/avoid-call-loops-when-routing-calls-to-internal-phone-numbers.md): Learn how GHL Customer Care warns you about potential call loops when routing calls to internal phone numbers, and follow best practices to help prevent failed calls. - [How to Reduce Inbound Spam Calls](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-to-reduce-inbound-spam-calls.md): Cut spam calls using GHL Customer Care’s Number Intelligence, custom dispositions, DND workflows, and IVR filtering. Learn setup, safe-listing, rollback, and measurement. - [How to create and link a Regulatory Bundle for Australian local numbers](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/how-to-create-and-link-a-regulatory-bundle-for-australian-local-numbers.md): Deadline: 1 July 2026 Australia (+61) local numbers Action required by 1 July 2026. Existing Australian local numbers not linked to an approved… - [LC Phone - Inbound Call Routing by Working Hours](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/lc-phone-inbound-call-routing-by-working-hours.md): Learn how to route inbound calls only during scheduled working hours in GHL Customer Care, manage user availability, and handle after-hours calls automatically. - [Please Don't Change or Delete Your Phone System API Keys](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/please-don-t-change-or-delete-your-phone-system-api-keys.md): Phone System Please Don't Change or Delete Your Phone System API Keys(Non Isv/BYOT) These auto-managed keys keep your calling and messaging working… - [Moving Numbers Between Sub-Accounts (Same Parent Account)](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/moving-numbers-between-sub-accounts-same-parent-account.md): Learn how to move phone numbers between sub-accounts under the same parent account, review eligibility, limits, compliance requirements, and post-move checks. - [Troubleshooting SMS Delivery Issues](https://docs.ghlcustomercare.com/docs/phone-system/messaging/troubleshooting-sms-delivery-issues.md): Fix SMS not sending or delivering in GHL Customer Care. Learn delivery flow, decode Twilio errors, resolve DND, 10DLC limits, carrier filtering & MMS size. - [How to Send Inbound SMS Notifications via a Workflow](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-send-inbound-sms-notifications-via-a-workflow.md): Incoming SMS only shows up in Conversation / not forwarding to the forwarding number for GHL Customer Care - [Error: The "From" number is not SMS-capable.](https://docs.ghlcustomercare.com/docs/phone-system/messaging/error-the-from-number-is-not-sms-capable.md): Resolve “From number not SMS-capable” errors by checking capabilities, ownership, A2P (US), and E.164 formatting in LC Phone or Twilio. - [Troubleshooting: Inbound SMS Showing as Calls or Not Appearing at all.](https://docs.ghlcustomercare.com/docs/phone-system/messaging/troubleshooting-inbound-sms-showing-as-calls-or-not-appearing-at-all.md): SMS Troubleshooting Incoming SMS Not Showing Up (or Appearing as Calls) How to troubleshoot and resolve missing or miscategorized inbound texts, for both… - [Why Calls or Messages May Appear Incorrectly in Conversations](https://docs.ghlcustomercare.com/docs/phone-system/messaging/why-calls-or-messages-may-appear-incorrectly-in-conversations.md): Understanding why anonymous callers, group text replies, and integration-triggered messages sometimes display unexpectedly in GHL Customer Care. - [Twilio Error 21610 "Recipient unsubscribed (STOP)" when sending SMS](https://docs.ghlcustomercare.com/docs/phone-system/messaging/twilio-error-21610-recipient-unsubscribed-stop-when-sending-sms.md): Learn what Twilio Error 21610 means, why SMS messages are blocked after a recipient opts out, and how contacts can resubscribe to receive messages again. - [Understanding Common SMS Delivery Errors](https://docs.ghlcustomercare.com/docs/phone-system/messaging/understanding-common-sms-delivery-errors.md): Learn how to find and resolve common SMS and MMS delivery errors in GHL Customer Care, including carrier filtering, A2P issues, opt-outs, and failed attachments. - [How to Use Twilio Messaging Logs to Troubleshoot SMS(non-isv)](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-use-twilio-messaging-logs-to-troubleshoot-sms-non-isv.md): Twilio offers several tools for investigating the interaction between Twilio and your application. If a message fails to go through, is delayed, or otherwise behaves unexpectedly, these tools should be your first stops for debugging. - [How to Calculate SMS and MMS Costs](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-calculate-sms-and-mms-costs.md): Learn how to calculate SMS and MMS costs in GHL Customer Care. Discover pricing breakdowns, segment rules, MMS fees, and tips to reduce your messaging expenses. - [Using media in SMS campaign - how will it look on receiver's device?](https://docs.ghlcustomercare.com/docs/phone-system/messaging/using-media-in-sms-campaign-how-will-it-look-on-receiver-s-device.md): Learn how images and videos appear in SMS campaigns, how MMS works across devices, and what to expect when sending media to iPhone and Android users. - [LC - Phone Messaging Policy](https://docs.ghlcustomercare.com/docs/phone-system/messaging/lc-phone-messaging-policy.md): This messaging policy applies to all subaccounts that are using LC - Phone for any sort of communication available in the CRM. - [How to Prevent SMS Filtering by Carriers: Error 30007](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-prevent-sms-filtering-by-carriers-error-30007.md): Fix SMS error 30007 in GHL Customer Care by following best practices to avoid carrier filtering and ensure better message delivery. - [Shortened URLs and SMS Deliverability](https://docs.ghlcustomercare.com/docs/phone-system/messaging/shortened-urls-and-sms-deliverability.md): SMS Deliverability Shortened URLs and SMS Deliverability Why public link shorteners get your texts blocked, and how branded domains keep your messages… - [International SMS Compliance: UK & Turkey Regulations](https://docs.ghlcustomercare.com/docs/phone-system/messaging/international-sms-compliance-uk-turkey-regulations.md): Learn the UK and Turkey SMS compliance rules for sender registration, KYC, URL restrictions, carrier filtering, error codes, and international delivery. - [Best Practices for SMS deliverability and Avoiding SMS Restrictions](https://docs.ghlcustomercare.com/docs/phone-system/messaging/best-practices-for-sms-deliverability-and-avoiding-sms-restrictions.md): Follow these SMS best practices to prevent message blocking, reduce delivery errors, and ensure your texts reach the intended recipients. - [Why SMS in Mexico May Appear from a Different Number](https://docs.ghlcustomercare.com/docs/phone-system/messaging/why-sms-in-mexico-may-appear-from-a-different-number.md): Learn why SMS in Mexico may display a different number, how carrier sender ID rules affect messages, and how registration helps keep sender IDs consistent. - [Which Twilio phone number will the leads be getting the SMS from?](https://docs.ghlcustomercare.com/docs/phone-system/messaging/which-twilio-phone-number-will-the-leads-be-getting-the-sms-from.md): SMS · Messaging How the “From” Number Is Chosen for SMS Understand and control exactly which of your phone numbers your contacts see when you send them… - [File Size Limits for Attachments in SMS and Email](https://docs.ghlcustomercare.com/docs/phone-system/messaging/file-size-limits-for-attachments-in-sms-and-email.md): SMS carriers and Email Providers have attachment file size limitations to prevent deliverability issues and to make sure that their servers are not overloaded with hefty file sizes while millions of worldwide use their services to send messages. - [Track SMS Restriction History](https://docs.ghlcustomercare.com/docs/phone-system/messaging/track-sms-restriction-history.md): See why SMS sending was restricted in a sub-account. View timestamps, reasons, and thresholds, then fix issues to resume compliant sending. - [Messaging Ramp Progress Card](https://docs.ghlcustomercare.com/docs/phone-system/messaging/messaging-ramp-progress-card.md): Learn how to use GHL Customer Care’s Messaging Ramp Progress Card to plan sends, avoid blocks, and unlock higher daily SMS/MMS limits safely. - [Where and How to Configure the Missed Call Text Back Feature](https://docs.ghlcustomercare.com/docs/phone-system/messaging/where-and-how-to-configure-the-missed-call-text-back-feature.md): In this how-to guide, we'll take you through everything you need to know to set up and use the GHL Customer Care missed-call-text-back feature, so you can streamline your communication and focus on growing your business. Let's get started! - [How to increase Messaging Limits?](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-increase-messaging-limits.md): Messaging · SMS How to Increase Messaging Limits Learn how Messaging Limits work, how they differ from Messaging Ramp, and how eligible agencies can… - [Set Up Automatic Opt-Out and Sender Info Updates in Messaging Compliance](https://docs.ghlcustomercare.com/docs/phone-system/messaging/set-up-automatic-opt-out-and-sender-info-updates-in-messaging-compliance.md): Automatically add opt-out and sender info to SMS/MMS for compliance and better deliverability. Configure periodic updates easily in GHL Customer Care. - [Updated Messaging Guidelines for the U.S. & Canada](https://docs.ghlcustomercare.com/docs/phone-system/messaging/updated-messaging-guidelines-for-the-u-s-canada.md): Messaging Compliance A2P & Persona Messaging Requirements- US/Canada We've simplified A2P requirements across the US and Canada to make messaging more… - [The Complete Guide to RCS in GHL Customer Care](https://docs.ghlcustomercare.com/docs/phone-system/messaging/the-complete-guide-to-rcs-in-ghl-customer-care.md): IMPORTANT : This feature is currently available as part of the RCS Private Beta.If you're interested in early access, please reach out to your Customer… - [How to Onboard an RCS Sender ID in GHL Customer Care (Non-ISV)](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-onboard-an-rcs-sender-id-in-ghl-customer-care-non-isv.md): Overview This document describes the standard procedure for registering a Rich Communication Services (RCS) Sender ID using the Twilio platform… - [RCS in GHL Customer Care](https://docs.ghlcustomercare.com/docs/phone-system/messaging/rcs-in-ghl-customer-care.md): What is Covered What it is, how it works, and what you need to know before you send your first message. What Is RCS? SMS has been the backbone of… - [How to Create RCS Snippets and Send RCS Messages](https://docs.ghlcustomercare.com/docs/phone-system/messaging/how-to-create-rcs-snippets-and-send-rcs-messages.md): RCS Messaging Creating and Sending RCS Snippets Automate rich, interactive RCS conversations directly from GHL Customer Care Workflows with RCS-specific… - [RCS Billing & Pricing in GHL Customer Care](https://docs.ghlcustomercare.com/docs/phone-system/messaging/rcs-billing-pricing-in-ghl-customer-care.md): Billing & Usage How RCS Messaging Is Billed How RCS charges are calculated from message type, direction, and country — including US vs. Non-US rules… - [Error 30034: Linking a Phone Number to an Approved A2P Campaign](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/error-30034-linking-a-phone-number-to-an-approved-a2p-campaign.md): Learn how to link a GHL Customer Care number to an approved A2P campaign, check A2P Verified status, and troubleshoot SMS error 30034. - [Pre-Built A2P Campaign Registration with Chat Widget](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/pre-built-a2p-campaign-registration-with-chat-widget.md): Learn how to register a pre-built A2P campaign in GHL Customer Care, install the generated chat widget, review consent details, and submit your application for review. - [Registering Your A2P Brand](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/registering-your-a2p-brand.md): Learn how to register an A2P Brand for 10DLC SMS with EIN verification, Trust Center steps, fees, Trust Scores, and campaign setup requirements. - [A2P Campaign Rejections, Required Fixes & Vetting Errors](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-campaign-rejections-required-fixes-vetting-errors.md): Learn why A2P 10DLC campaigns get rejected, what common error codes mean, and how to fix issues like sample messages, opt-in, and use case mismatches. - [How to get your phone number A2P approved in 2026](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/how-to-get-your-phone-number-a2p-approved-in-2026.md): Get A2P 10DLC approved with these guidelines: distinct marketing vs non‑marketing consent, unchecked and optional boxes, Privacy & T&C links required. - [A2P 10DLC Messaging Fees: Registration, Monthly, and Carrier Costs](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-10dlc-messaging-fees-registration-monthly-and-carrier-costs.md): Understand A2P 10DLC fees for LC Phone, including brand registration, vetting, monthly campaign charges, and carrier SMS/MMS rates for U.S. messaging. - [Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/updated-messaging-policies-for-canadian-10dlc-numbers-a2p-registration-requireme.md): Learn when Canadian 10DLC numbers require A2P registration or Persona verification for Canada-to-Canada and Canada-to-U.S. SMS messaging in GHL Customer Care. - [A2P Campaign Registration: Step by Step Guide and FAQs](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-campaign-registration-step-by-step-guide-and-faqs.md): Learn how to register your A2P 10DLC campaigns in GHL Customer Care. Ensure compliance, improve SMS deliverability, and avoid message filtering by carriers in the U.S. - [What is Message Throughput (MPS)?](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/what-is-message-throughput-mps.md): Learn how A2P 10DLC message throughput, MPS, Trust Scores, Brand type, and Campaign approval affect SMS sending speed in GHL Customer Care. - [What is A2P 10 DLC: Brand and Campaign Registration](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/what-is-a2p-10-dlc-brand-and-campaign-registration.md): When sending SMS/MMS messages to US recipients, there are specific phone registrations and approvals that must take place. Learn what they are here! - [A2P 10DLC Brand Approval Best Practices](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-10dlc-brand-approval-best-practices.md): Learn the key requirements, common pitfalls, and best practices for A2P 10DLC brand registration approval on GHL Customer Care. - [A2P 10DLC Campaign Use Cases](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-10dlc-campaign-use-cases.md): Learn which A2P 10DLC campaign use case type to register. Full list with definitions for marketing, 2FA, alerts, nonprofit, political, and more - [A2P 10DLC Campaign Approval Best Practices](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/a2p-10dlc-campaign-approval-best-practices.md): Improve A2P 10DLC campaign approval with clear consent, matching sample messages, compliant opt-in forms, webiste checks,a nd rejection troubleshooting. - [Forbidden message categories for SMS and MMS in the US and Canada](https://docs.ghlcustomercare.com/docs/phone-system/a2p-registration/forbidden-message-categories-for-sms-and-mms-in-the-us-and-canada.md): The following messaging use cases are not allowed on SMS or MMS in the United States or Canada. The below information applies to long code messaging with the rollout of the new A2P 10DLC system, in addition to short code and Toll-Free messaging. Lastly, w - [How to Setup Voicemail in GHL Customer Care](https://docs.ghlcustomercare.com/docs/phone-system/voicemail/how-to-setup-voicemail-in-ghl-customer-care.md): Learn how to set up voicemail in GHL Customer Care for your company & individual users, including greetings, notifications, routing, & essential configuration options. - [Moving Phone Numbers across accounts (US and International)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/moving-phone-numbers-across-accounts-us-and-international.md): Move US & International numbers: LC→Twilio, Twilio→LC, and LC→LC (different agencies). What to collect, 2-step flow, and 1–2 business day timeline. - [Moving US numbers from Twilio to LeadConnector(LC)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/moving-us-numbers-from-twilio-to-leadconnector-lc.md): Learn how to migrate US phone numbers from your client's Twilio account to an LC Phone sub-account in GHL Customer Care. Step-by-step instructions, tips, and FAQs included. - [Moving Numbers between Sub-Accounts (Same Agency)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/moving-numbers-between-sub-accounts-same-agency.md): Use the in-app Move Numbers tool to transfer US/Canada phone numbers between sub-accounts in the same Agency. Supports LC→LC and same-master Twilio→Twilio. - [Buying a Twilio Number in Your Connected Twilio Account](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/buying-a-twilio-number-in-your-connected-twilio-account.md): Learn how to buy a Twilio number from the correct sub-account, sync it to GHL Customer Care, verify the number, and resolve common connection and setup issues. - [Overview of Phone Number Configuration Options](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/overview-of-phone-number-configuration-options.md): This article explains the available phone number settings in GHL Customer Care, helping users understand and control their configuration preferences. - [How to buy a toll free number](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/how-to-buy-a-toll-free-number.md): Understanding how to buy a toll-free number can be critical for your business operations. This guide provides a straightforward walkthrough on purchasing a toll-free number for your subaccounts. - [Porting Options: US In-App vs International Manual Process](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/porting-options-us-in-app-vs-international-manual-process.md): Step-by-step to port a non-Twilio number into a GHL Customer Care Location, with cut-over checks plus A2P/Toll-Free and international compliance tips. - [Toll-Free Number Verification Guide for LC - Phone (US/Canada)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/toll-free-number-verification-guide-for-lc-phone-us-canada.md): Verify LC Phone toll-free numbers for US and Canada SMS/MMS. Prepare business details, compliant opt-in proof, sample messages, and track approval status. - [Number Hosting Guidelines for LC Phone Locations](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/number-hosting-guidelines-for-lc-phone-locations.md): Learn how Number Hosting works in GHL Customer Care, which US and Canada numbers are eligible, how to request Hosted SMS/MMS, and complete messaging compliance. - [How to Assign LC Phone Numbers to Users](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/how-to-assign-lc-phone-numbers-to-users.md): Learn how to assign an LC Phone number to one GHL Customer Care user or route the same number to multiple team members for flexible inbound call handling. - [How to request a number that's not available](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/how-to-request-a-number-that-s-not-available.md): Learn what to do when a phone number is unavailable in GHL Customer Care, including inventory checks, LC Phone support, Twilio requests, and regulatory requirements. - [Restore a Deleted Phone Number](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/restore-a-deleted-phone-number.md): Learn how to restore a deleted Twilio number in GHL Customer Care. Step-by-step instructions for LC Phone users and Twilio Console users, with tips, FAQs, and support links. - [How to Purchase a Phone Number](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/how-to-purchase-a-phone-number.md): Learn how to purchase a phone number in GHL Customer Care, complete required verification, resolve purchase errors, and prepare your number for calls and SMS. - [Migrating International Numbers(Twilio to LC Phone)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/migrating-international-numbers-twilio-to-lc-phone.md): Learn how to migrate international numbers from Twilio to LC Phone, including porting steps, regulatory bundle setup, and submission requirements. - [Improve your Phone Number's reputation with Voice Integrity](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/improve-your-phone-number-s-reputation-with-voice-integrity.md): Learn how to clear “spam likely” labels, boost answer rates, and authenticate your U.S. numbers with GHL Customer Care’s Voice Integrity powered by SHAKEN/STIR. - [Enhanced Number Pool Management for Visitor Activity Tracking](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/enhanced-number-pool-management-for-visitor-activity-tracking.md): Easily manage visitor tracking numbers—move, remove, delete, or reassign between pools without deleting the entire pool, with full audit logging for all actions - [Identity Verification for Phone Number Purchases (US/CA/PR/IL)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/identity-verification-for-phone-number-purchases-us-ca-pr-il.md): Find out when Persona ID verification is required to buy +1 numbers in LC Phone, how to complete it quickly, and what to do next for messaging and calling. - [Phone Number Edit Configuration (Incoming Calls Settings)](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/phone-number-edit-configuration-incoming-calls-settings.md): Learn how Incoming Call Settings work in GHL Customer Care, including call routing priority, backup behavior, and new guidance for setting a healthy Incoming Call Timeout. - [Mandatory 2FA for Phone Number Updates](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/mandatory-2fa-for-phone-number-updates.md): Strengthen security in GHL Customer Care. Phone number updates now require 2FA via verified email, SMS, or TOTP with daily attempt limits to prevent account takeovers. - [Use Your Existing Phone Number for Outbound Calls with Verified Caller ID](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/use-your-existing-phone-number-for-outbound-calls-with-verified-caller-id.md): Learn how to place voice calls in GHL Customer Care using a phone number you already own without purchasing a GHL Customer Care number first. Start calling faster. - [How to Submit and Track Port-In Number Requests](https://docs.ghlcustomercare.com/docs/phone-system/phone-numbers/how-to-submit-and-track-port-in-number-requests.md): Learn how Agency Owners and Admins can submit US port-in number requests, upload billing documents, sign the LOA, and track status in GHL Customer Care. ## Calendars & Appointments This section helps you optimize scheduling with GHL Customer Care’s calendar and appointment tools through comprehensive guides, tutorials, and troubleshooting tips. - [Embedding GHL Customer Care Calendars using HTML Code](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/embedding-ghl-customer-care-calendars-using-html-code.md): Embed your GHL Customer Care calendar on any website using HTML iframe code. Learn the steps to display a mobile-friendly, fully functional calendar for booking. - [User Permissions in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/user-permissions-in-calendars.md): Overview The Calendar module now supports granular user permissions, allowing you to control who can view and manage different aspects of the calendar… - [Add Guests Features in Calendar Bookings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/add-guests-features-in-calendar-bookings.md): Learn to enable Add Guests and per-attendee payments in GHL Customer Care calendar bookings. Require guest info, auto-calculate totals, and streamline group sessions. - [Using Custom Values in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/getting-started-w-calendars/using-custom-values-in-calendars.md): Use Custom Values in GHL Customer Care Calendars to personalize appointment titles, reminders, and notifications with your own data. - [Show seats per slot for Class booking on the booking widget](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/show-seats-per-slot-for-class-booking-on-the-booking-widget.md): Learn how to display remaining seats per time slot on Class Booking calendars and understand how slot capacity is calculated with overlapping appointments. - [Pre and Post buffers](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/pre-and-post-buffers.md): Learn how to configure pre and post buffer times in GHL Customer Care, view buffers in Day and Week calendar views, and understand how buffers affect availability. - [How to Enable Consent Checkbox Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-enable-consent-checkbox-calendars.md): Enable and customize the calendar consent checkbox in GHL Customer Care to request consent from contacts when they book appointments through your online calendar. - [In App Calendar view](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/in-app-calendar-view.md): We're dedicated to making your appointment management effortless and efficient. The newly upgraded in-app calendar view, accessible from the calendar… - [Google Organic Booking](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/google-organic-booking.md): In This Article What is Booking Redirect? Who is this applicable for? What do you need? Uploading Feeds Tips for Success How to Disable Integration? What… - [Calendar Widget Customization](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/calendar-widget-customization.md): More Tutorials from the Community https://youtu.be/RSU2w1qPNSs https://youtu.be/yWd2HvfQgG0 https://youtu.be/gSwhkno90Zc https://youtu.be/xhPyG7cGLf8… - [One Time Link](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/one-time-link.md): Learn how to create and share a one-time link for GHL Customer Care calendars. Send single-use booking access to contacts and manage calendar sharing securely. - [View Calendar & Appointments in User Timezone](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/view-calendar-appointments-in-user-timezone.md): Learn how to view appointments in any timezone using the View Appointments In setting. Control appointment display without affecting availability. - [Workflow Action for Generating One Time Link](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/workflow-action-for-generating-one-time-link.md): In This Article Understanding One-Time Links Key Benefits of Integrating One-Time Links into Your Workflow How to Generate Dynamic One-Time Links Related… - [Calendar Availability - Weekly Working Hours & Date-Specific Hours](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/calendar-availability-weekly-working-hours-date-specific-hours.md): Set Weekly Working Hours and Date‑Specific Hours in a GHL Customer Care calendar. Copy hours fast, manage time zones, and prevent missing booking slots - [Partial Payment: Collect Deposit Amount](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/partial-payment-collect-deposit-amount.md): In This Article What is Partial Payment? Impact of Partial Payment on Transactions & Invoices How to Use Partial Payment? How to collect the remaining… - [Restore Deleted Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/restore-deleted-calendars.md): In This Article Overview How to Restore a Deleted Calendar? Important Points to Note Overview Users can now utilize the "Restore Calendar" feature to… - [Calendar Widget Reorder](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/calendar-widget-reorder.md): TABLE OF CONTENTS Overview Configuring the Widget Order How Does This Work? How Do Payments Work? Calendar Widget Order (Possible Scenarios) FAQs… - [Multiple Meeting Location Selector in Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/multiple-meeting-location-selector-in-calendar.md): TABLE OF CONTENTS Overview How to Set Multiple Meeting Locations Limitations Configuration Steps Available Meeting Locations Booking Widget - How do… - [Cancellation & Reschedule Policy (Booking Widget)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/cancellation-reschedule-policy-booking-widget.md): Easily manage appointment changes by setting cancellation and reschedule policies in your booking widget. Reduce no-shows and automate client communications. - [How to Use Service Calendars in the Mobile App](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-use-service-calendars-in-the-mobile-app.md): We're thrilled to announce our latest update to our Mobile Apps - The introduction of Service Calendars. Sub-account admins and users will now be able to… - ['Look Busy' in Calendar Settings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/look-busy-in-calendar-settings.md): In this Article Overview How It Works? How to Enable "Look Busy"? Supported Calendar Types Important Notes Overview The "Look Busy" feature is designed… - [Recurring Appointments](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/recurring-appointments.md): TABLE OF CONTENTS Overview How to Set Up Recurring Appointments in a Calendar Recurrence Settings Handling Unavailable Slots Creating Recurring… - [Collect Payments with Recurring Appointments (Booking Widget)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/collect-payments-with-recurring-appointments-booking-widget.md): TABLE OF CONTENTS Payment Options for Recurring Appointment How to Set This Up Recurring appointments are appointments that repeat according to a set… - [How to Set Up a Personal Booking Calendar with GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-set-up-a-personal-booking-calendar-with-ghl-customer-care.md): TABLE OF CONTENTS What's New? How to Use? Note: What's New? Users wanting to create one-on-one bookings were often hesitant to use the Round Robin… - [How To Duplicate A Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-duplicate-a-calendar.md): Quickly clone any GHL Customer Care calendar—keeping availability, meeting locations, notifications, and forms intact—to streamline setup and maintain consistency. - [How to Schedule Recurring Appointments on the Mobile App](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/how-to-schedule-recurring-appointments-on-the-mobile-app.md): Easily set up and manage recurring appointments on the GHL Customer Care mobile app. Create weekly or monthly meetings, edit series, and keep clients in sync. - [View Appointments in Your Preferred Timezone on the Mobile App](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/view-appointments-in-your-preferred-timezone-on-the-mobile-app.md): Choose how appointment times display in the GHL Customer Care mobile app with user, business, or custom timezone preferences without changing client bookings. - [SMS Notifications for Rentals in GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/sms-notifications-for-rentals-in-ghl-customer-care.md): Learn how to configure SMS notifications for rental bookings in GHL Customer Care. Send automated text confirmations, reminders, and updates to customers and your team. - [Calendar Setup Assistant in GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/calendar-setup-assistant-in-ghl-customer-care.md): Learn how Calendar Setup Assistant helps eligible users create calendars, preview booking pages, and book test appointments in GHL Customer Care. - [Screen Sharing Enhancements in GHL Customer Care Meeting Rooms](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/screen-sharing-enhancements-in-ghl-customer-care-meeting-rooms.md): Learn about enhanced screen sharing in GHL Customer Care Meeting Rooms, designed to make presenting and sharing content during meetings smoother, clearer, and more seamless. - [Date Range — Count Available Days Only](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/date-range-count-available-days-only.md): The Count available days only toggle changes how your Date Range is calculated. Instead of counting every calendar day — including weekends or days you… - [Offer Multiple Meeting Durations in One Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/offer-multiple-meeting-durations-in-one-calendar.md): Learn how to add up to three meeting durations in one GHL Customer Care calendar, choose a default option, and let bookers select the meeting length they need. - [Services - Overview & How to Get Started](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/services-overview-how-to-get-started.md): Enable Services for one or many sub-accounts in GHL Customer Care. Then configure staff, payments, and automations to launch and start booking services quickly. - [How to Create Services?](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/how-to-create-services.md): Build new services in GHL Customer Care, set timing and pricing, add variations and add-ons, assign staff and resources, and preview your public booking page. - [Categories in Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/categories-in-services.md): Create, edit, share, delete, and reorder service categories in GHL Customer Care. Understand how Categories organize your services, making it easier for your clients - [Configuring Staff in Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/configuring-staff-in-services.md): Learn how to add staff, assign services, set weekly and date-specific hours, enable service-specific pricing, and apply appointment limits in GHL Customer Care. - [Resources in Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/resources-in-services.md): Use Resources in Services to reserve rooms, chairs, or stations, prevent double bookings, and control capacity. Assign to services and set per-location limits. - [Add-ons in Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/add-ons-in-services.md): Learn to create add-ons, control visibility, set pricing and duration, and assign them to specific services. Manage edits and boost revenue with upsells. - [Locations in Services (v2)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/locations-in-services-v2.md): TABLE OF CONTENTS What is a Location? Managing Multiple Locations How to Add New Locations Setting Staff Availability for Locations FAQs What is a… - [Global Settings in Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/global-settings-in-services.md): Configure Global Settings for Services in GHL Customer Care: booking options, payments, scheduling, notifications, and calendar sync to streamline servicewide bookings. - [Calendar View - Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/calendar-view-services.md): TABLE OF CONTENTS Overview Scheduling Types in Calendar View Meetings Services Enabling or Disabling Scheduling Types How the View Changes Filters by… - [Workflow Trigger – Service Booking (Services v2)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/workflow-trigger-service-booking-services-v2.md): Automate at the booking level with the Service Booking trigger. Prevent duplicates, apply filters, and personalize confirmations with custom values and add-ons. - [Taxes and Processing Fees for Services (v2)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/taxes-and-processing-fees-for-services-v2.md): Learn how to configure manual taxes and processing fees in Services (v2). Show itemized totals on bookings, receipts, and exports for accurate reporting. - [Manage Service Appointments in the Appointment Modal](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/manage-service-appointments-in-the-appointment-modal.md): Edit unpaid bookings, reschedule paid ones, duplicate, block time, view resources, and add custom values, right from the Services Calendar Appointment modal. - [Services (v2) – Reporting Guide (Migrate from old widgets)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/services-v2-reporting-guide-migrate-from-old-widgets.md): Note: This update is now live. Overview We’ve introduced Services (v2) Reporting , a dedicated module within the Reporting Dashboard for all… - [Ask the Booker Location for Services (v2)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/ask-the-booker-location-for-services-v2.md): How to Ask the Booker location in GHL Customer Care Services v2 so customers can enter service addresses during booking for on-site and mobile appointments quickly. - [Ask the Booker Location Support for Service v2 Mobile Appointments](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/ask-the-booker-location-support-for-service-v2-mobile-appointments.md): Learn how Ask the Booker locations collect required service addresses for Service v2 appointments in the GHL Customer Care mobile app. - [Rentals - Listings & Categories](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-listings-categories.md): Learn how listings and categories work in GHL Customer Care Rentals; what they control, how category order shapes your booking page, and how to set them up correctly. - [Rentals Create & Edit Listings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-create-edit-listings.md): Learn how to create listings, add variants, set pricing rules, control booking options, and sync calendars in GHL Customer Care Rentals—then preview and publish. - [Rentals - Configuring Pricing & Discounts](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-configuring-pricing-discounts.md): Configure base price and layered rules—Seasonal, DOW, Hour‑of‑Day, Duration, Quantity—and understand deposits for clear, predictable Rentals pricing. - [Rentals - Overview of Bookings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-overview-of-bookings.md): Learn how to use the Rentals Appointments List View in GHL Customer Care—see rows by listing, sort and filter bookings, and create and edit bookings and statuses. - [Rentals - Creating a Booking](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-creating-a-booking.md): Learn how to create admin bookings in GHL Customer Care Rentals—entry paths, form details, deposits, statuses, timezone behavior, and what to do after saving. - [Rentals - Editing a Booking](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-editing-a-booking.md): Learn how to edit GHL Customer Care Rentals bookings—change times, items, and payments, understand invoices/transactions, and see where updates appear after saving. - [Rentals - Global Settings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-global-settings.md): Configure business hours, time selection, booking page, notifications, currency, and deposits for GHL Customer Care Rentals - [Rentals - Calendar View](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-calendar-view.md): Learn how to use GHL Customer Care’s Rentals Calendar View—filters, color statuses, sync, and quick booking—to manage rental bookings with confidence. - [Rentals - Overview & How to Get Started](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-overview-how-to-get-started.md): Learn how to configure rental listings, pricing, availability, payments, and bookings in GHL Customer Care. Complete setup guide for the Rentals scheduling system. - [How To Enable/Disable Rentals For Your Locations](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/how-to-enable-disable-rentals-for-your-locations.md): TABLE OF CONTENTS Overview What's New in Rentals How to Enable Rentals for a Single Sub-Account? How to Enable Rentals for Multiple Sub-Accounts? Getting… - [Rentals - Taxes](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-taxes.md): Taxes for Rentals lets you connect tax setup to the product linked to each rental listing, so future bookings automatically include the configured tax amount. - [Rentals - Blocked Slots for Listings](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-blocked-slots-for-listings.md): Learn how to create, edit, and delete blocked slots for rental listings in GHL Customer Care to manage maintenance, internal use, and inventory holds. - [How to Set Up WhatsApp Notifications for Rentals](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/how-to-set-up-whatsapp-notifications-for-rentals.md): Configure WhatsApp notifications for your rental calendar in GHL Customer Care. Automate booking confirmations, reminders, cancellations, and follow-ups via WhatsApp. - [GHL Customer Care Group Calendar Overview and Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/ghl-customer-care-group-calendar-overview-and-setup-guide.md): Learn how to use Group Calendars in GHL Customer Care to simplify team scheduling and easily manage appointments. - [How to Find Group Calendar ID in GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/how-to-find-group-calendar-id-in-ghl-customer-care.md): Need your Group Calendar ID in GHL Customer Care? This guide shows you where to find it in just a few steps. - [Neo Group View Template](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/neo-group-view-template.md): Welcome to the Neo Group View Template, a contemporary solution for enhancing your group management experience. In this documentation, we will delve into… - [Adding Unassigned Calendars to Groups](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/adding-unassigned-calendars-to-groups.md): You can now assign Groups to the Unassigned Calendar type as well as other Round-robin Calendars Go to Settings> Calendars: Click on the 3 dots on the… - [Deactivating Calendar Groups](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-groups/deactivating-calendar-groups.md): You can deactivate a single group by clicking on the “ ellipses ” against the group which you wish to deactivate. 1. Clicking on the ellipses would open… - [Setting Up Linked Calendars & Conflict Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/setting-up-linked-calendars-conflict-calendars.md): Connect Google, Office 365, or Outlook calendars to GHL Customer Care. Sync events, enable two-way write-back, and block double-bookings with conflict calendars. - [Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/calendar-email-in-app-sms-whatsapp-appointment-notifications.md): Enable SMS, Email, and In-app notifications for calendar and service appointments. Choose recipients, select templates, and send test SMS to boost show rates - [Calendar Scheduling Conflicts](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/calendar-scheduling-conflicts.md): In Teams/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular user can be synced to Third Party… - [Assigning a Primary Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/assigning-a-primary-calendar.md): In This Article Primary Calendar Primary Calendar Dropdown Allow Contact Creation Allow Trigger In Teams/Group calendars (Round Robin, Service, Class… - [Collecting Payments in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/collecting-payments-in-calendars.md): Calendar Payments are now possible when booking an appointment. It allows the company to receive payments when somebody books for a certain calendar appointment. - [Custom URL for Unassigned Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/custom-url-for-unassigned-calendars.md): Learn how to set and manage a custom URL for Unassigned Calendars in GHL Customer Care, including branding, best practices, setup steps, FAQs, and troubleshooting. - [Configuring Calendar Widget Style (Classic & Neo)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/configuring-calendar-widget-style-classic-neo.md): Learn the differences between Classic and Neo calendar widget styles in GHL Customer Care. Discover benefits, setup steps, and which style best fits your needs. - [Configure Recurring Calendar Appointments](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/configure-recurring-calendar-appointments.md): Recurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month. Recurring appointments can be used in calendars to help save time and effort when scheduling regular meetings. - [How to Use List View in the GHL Customer Care Mobile Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/how-to-use-list-view-in-the-ghl-customer-care-mobile-calendar.md): How to Use List View in the GHL Customer Care Mobile Calendar This article will show you how to use the new List View in GHL Customer Care’s mobile Calendar… - [PayPal in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/paypal-in-calendars.md): GHL Customer Care now lets you accept PayPal for calendar bookings—giving clients a familiar, trusted checkout experience while you get paid instantly. Add… - [Calendar View Enhancements](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/calendar-view-enhancements.md): Discover GHL Customer Care’s new Calendar View Enhancements—dedicated scheduling types, smart filters, and more space to manage Meetings or Services efficiently. - [GHL Customer Care Voice AI: Book Across Multiple Calendars (Intent‑Based Selection)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/ghl-customer-care-voice-ai-book-across-multiple-calendars-intent-e2-80-91based-selection.md): Enable intent‑based scheduling with Voice AI. Auto‑select the right calendar, use AI‑generated triggers, and configure fallbacks for no‑match requests. - [Buy Now, Pay Later with Klarna and Affirm in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/buy-now-pay-later-with-klarna-and-affirm-in-calendars.md): Learn how to enable Klarna and Affirm for calendar bookings in GHL Customer Care using Stripe so eligible customers can book now and pay in installments. - [Manually Booking Calendar Appointments](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/manually-booking-calendar-appointments.md): Learn how to manually book appointments in GHL Customer Care’s calendar. Add leads or clients directly into your CRM schedule in just a few clicks. - [How to Create & Manage Appointment Notes & Sync them Across Records](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/how-to-create-manage-appointment-notes-sync-them-across-records.md): Understand GHL Customer Care appointment notes: where they appear, how to add, edit, and filter them, and what does or doesn’t sync with Google/Outlook across records. - [How to Manage Appointments with Appointment List View](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/how-to-manage-appointments-with-appointment-list-view.md): Learn how to use Appointment List View in GHL Customer Care to manage appointments with Smart Lists, advanced filters, and customizable columns. - [Workflow Action: Book Appointment](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/workflow-action-book-appointment.md): Use the Book Appointment action to auto-schedule in workflows—set dynamic times, branch on success/failure, and use the “Modified By” status filter. - [Create Appointment Note - Workflow Action](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/create-appointment-note-workflow-action.md): TABLE OF CONTENTS Overview Inputs How It Works How to Set Up Important Considerations Overview We have introduced a new action under the Appointments… - [View Custom Form Submissions (Appointment Side Drawer)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/view-custom-form-submissions-appointment-side-drawer.md): TABLE OF CONTENTS Overview ? What’s New? ? How to Use ⚠️ Important Notes ? Use Cases Overview The View Form Submissions feature allows users to see… - [View Form Submissions in Appointment Modal](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/view-form-submissions-in-appointment-modal.md): This article explains how you can now view custom form submissions directly inside the Appointment Modal. This enhancement makes it easier to access… - [Coupon Codes in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/coupon-codes-in-calendars.md): Enable coupon codes on calendars, create discounts in Payments, and track totals in the Payments Tab. Boost conversions with targeted, time-bound offers. - [Payments Tab in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/payments-tab-in-calendars.md): Learn how GHL Customer Care’s Payments tab in the appointment modal summarizes balances, tracks attendee payments, shows transactions, and lets you collect remaining amounts. - [Calendar Integration Disconnection Notifications](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/calendar-integration-disconnection-notifications.md): Overview Stay informed when your calendar or video conferencing integrations disconnect. You would be notified via Email , SMS , and Push notifications… - [Guide To iCloud Calendar Integration](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/guide-to-icloud-calendar-integration.md): Integrate your iCloud calendar into your GHL Customer Care subaccount to sync appointments and status. - [Hide Third-Party Calendar Details](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/hide-third-party-calendar-details.md): We’ve added a Private Mode for synced events , allowing users to keep their third-party calendar details confidential . When this setting is enabled… - [How Calendly Syncs With GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/how-calendly-syncs-with-ghl-customer-care-calendars.md): Learn how Calendly appointments sync into GHL Customer Care calendars. This guide explains the one-way sync, what data transfers, and key limitations to know. - [How to sync GHL Customer Care Calendars With Outlook](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/how-to-sync-ghl-customer-care-calendars-with-outlook.md): The Outlook Calendar integration with the CRM allows users to sync their Outlook Calendar with the CRM, access their events, and manage them in one place. Users can connect their Outlook accounts, configure their settings, and create new appointments that - [iCloud - How to Integrate iCloud with GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/icloud-how-to-integrate-icloud-with-ghl-customer-care-calendars.md): In This Article Overview Prerequisites Getting Started Step 1: Obtain your unique app-specific password from Apple Step 2: How to Connect iCloud… - [Integrate Calendly with GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/integrate-calendly-with-ghl-customer-care-calendars.md): Integrate Calendly with GHL Customer Care to import events, auto-create contacts, and enable CRM automation from your calendar bookings. - [Integrating Google with GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/integrating-google-with-ghl-customer-care-calendars.md): Easily connect Google Calendar with GHL Customer Care to sync appointments, streamline scheduling, and boost productivity across your workflows. - [Integrating Outlook with GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/integrating-outlook-with-ghl-customer-care-calendars.md): A simple guide to integrating Outlook with GHL Customer Care calendars. Sync your appointments and streamline your scheduling with ease. - [Integrating Zoom with GHL Customer Care Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/integrating-zoom-with-ghl-customer-care-calendars.md): Set up Zoom with GHL Customer Care calendars to automate meeting links for appointments. Learn the two connection methods, setup steps, and calendar-specific tips. - [Microsoft Teams Integration For Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/microsoft-teams-integration-for-calendars.md): TABLE OF CONTENTS Overview Prerequisites How to Connect Microsoft Teams How to Add Microsoft Teams Links to Your Calendar Important Notes Limitations… - [Setting Up Reserve with Google for Local Services Ads](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/setting-up-reserve-with-google-for-local-services-ads.md): Learn how to configure Google Organic Booking in GHL Customer Care, uploaad service feeds, link your Google Business Profile, and activate LSA bookings. - [Stripe Integration on Calendar (05/14/19 )](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/stripe-integration-on-calendar-05-14-19.md): With this integration, you can collect payments when someone books an appointment. - [Use Embedded GHL Customer Care Calendar Booking for Facebook Lead Ads](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-integrations/use-embedded-ghl-customer-care-calendar-booking-for-facebook-lead-ads.md): Learn how to use GHL Customer Care Calendar links with Facebook Lead Ads Instant Forms so leads can book appointments from the Thank You page after submitting a form. - [Google Calendar Writer Access Error](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/google-calendar-writer-access-error.md): This tutorial will show you to connect your Google calendar to your GHL Customer Care calendar if you are receiving the following error: You need to have… - [How to Re-Integrate Google Calendar for a User](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/how-to-re-integrate-google-calendar-for-a-user.md): Fix sync issues by re-integrating Google Calendar with GHL Customer Care. A step-by-step guide with tips for reconnecting and troubleshooting. - [Why Appointment Time Slots Are Missing on Your Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/why-appointment-time-slots-are-missing-on-your-calendar.md): Appointment slots not showing in your GHL Customer Care calendar? Learn the top reasons and how to fix them with this step-by-step troubleshooting guide. - [When {{appointment.start_time}} or any other appointment custom values are not showing up](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/when-appointment-start-time-or-any-other-appointment-custom-values-are-not-showi.md): When {{appointment.start_time}} or any other appointment custom values are not showing Or When the appointment reminder campaign is not firing properly… - [Contact got reassigned to another user when booking an appointment in Group calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/contact-got-reassigned-to-another-user-when-booking-an-appointment-in-group-cale.md): Funnel setup User calendar link setup… - [Troubleshoot and Fix Calendar Double Booking in GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/troubleshoot-and-fix-calendar-double-booking-in-ghl-customer-care.md): Fix double booking problems in your GHL Customer Care calendar with this step-by-step troubleshooting guide to ensure smooth and conflict-free scheduling. - [No google accounts added in integrations settings yet even if Google account is connected as the user](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/no-google-accounts-added-in-integrations-settings-yet-even-if-google-account-is.md): Click Add another account Select the same Google account you are trying to integrate - [Why Google Calendar Integration Breaks](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/why-google-calendar-integration-breaks.md): TABLE OF CONTENTS What Causes the Google Calendar Integration to Break? How to Fix a Broken Google Calendar Integration Frequently Asked Questions… - [When rescheduling link is blank when sending email/SMS in conversation](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/when-rescheduling-link-is-blank-when-sending-email-sms-in-conversation.md) - [Troubleshooting Tool for Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/troubleshooting-tool-for-calendar.md): Use the Share and Troubleshoot Calendar buttons in the calendar header to copy links, embed, preview, and run diagnostics—without leaving the editor. - [Count Only Available Days in Booking Windows](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/count-only-available-days-in-booking-windows.md): Learn how Count available days only skips closed days in GHL Customer Care booking windows for Meetings, Services, and Rentals so customers see useful dates. - [Disable Contact Timezone - How to Remove Ability to Adjust Timezones When Scheduling](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-faqs/disable-contact-timezone-how-to-remove-ability-to-adjust-timezones-when-scheduli.md): Disabling the contact timezone will prevent users from scheduling appointments in time zones other than the business's timezone. - [Can I Show Multiple Calendars Without Using a Calendar Group?](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-faqs/can-i-show-multiple-calendars-without-using-a-calendar-group.md): How to display more than one calendar on a page Video Overview: Using Calendar Links: 1. Open each calendar link in a new tab by clicking the link icons… - [Adding Custom Forms to Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/customizing-calendars/adding-custom-forms-to-calendars.md): Learn how to attach custom forms to calendars in GHL Customer Care to collect info before bookings, automate intake, and improve lead qualification. - [Customizing Calendar Colors](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/customizing-calendars/customizing-calendar-colors.md): Learn to customize color schemes in your GHL Customer Care calendars for enhanced organization and brand consistency. Make your appointments visually appealing! - [How to Use the Rich Text Editor to Enhance Your Calendar Descriptions](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/customizing-calendars/how-to-use-the-rich-text-editor-to-enhance-your-calendar-descriptions.md): We are excited to introduce the rich text editor for calendar descriptions! This new feature allows users to create more engaging , readable, and… - [Adjusting Availability Settings for Individual Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-availability-settings/adjusting-availability-settings-for-individual-calendars.md): In today's fast-paced world, effective time management is crucial, especially when it comes to scheduling appointments. This article delves into the nuances of appointment slot settings, demonstrating their functionality through practical examples. - [Schedules - Centralized Availability Management](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-availability-settings/schedules-centralized-availability-management.md): Schedules provide a centralized, reusable way to manage calendar availability for every user in GHL Customer Care. By setting hours once and applying them… - [How to Bulk Edit Calendar Availability for Multiple Team Members](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-availability-settings/how-to-bulk-edit-calendar-availability-for-multiple-team-members.md): Learn how to bulk edit Weekly Working Hours and Date-Specific Hours in GHL Customer Care to safely update availability for multiple team members. - [Class Booking Calendar Overview](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/class-booking-calendars/class-booking-calendar-overview.md): Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking. These calendars are ideal for webinars, workshops, training sessions, and sports events. - [How to Create a Class Booking Calendar (Seats, Capacity & Availability Explained)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/class-booking-calendars/how-to-create-a-class-booking-calendar-seats-capacity-availability-explained.md): Learn how to create a Class Booking calendar, set seat limits, configure availability, and understand updated slot capacity logic for overlapping bookings. - [Round Robin Calendar Staff Selection](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/round-robin-calendar-staff-selection.md): Our booking widget includes a popular feature: Staff Member Selection. This function lets your clients select their preferred staff member when making appointments, offering a personalized touch to their booking experience. - [Appointment Distribution Logic for Round Robin Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/appointment-distribution-logic-for-round-robin-calendars.md): This guide provides a comprehensive overview of Round Robin calendar's appointment distribution logic in GHL Customer Care. It explains how appointments… - [Round Robin Calendars: Setup, Distribution & Availability Explained](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/round-robin-calendars-setup-distribution-availability-explained.md): Learn how to set up Round Robin Calendars, configure team appointment distribution, and understand updated slot capacity and availability rules. - [Managing Team Member Assignments in Round Robin Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/managing-team-member-assignments-in-round-robin-calendars.md): Properly assigning team members in Round Robin Calendars ensures fair and efficient appointment distribution. This feature allows businesses to automate… - [Collective Bookings Calendar Overview](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/collective-booking-calendars/collective-bookings-calendar-overview.md): Collective Booking is a feature that enables scheduling meetings involving multiple team members simultaneously. It integrates individual team members' availability into a shared calendar, allowing for unified scheduling. - [Collective Booking Calendar Use Cases](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/collective-booking-calendars/collective-booking-calendar-use-cases.md): Use Case Slot Intervals Slot Availability User Availability Interview Scheduling The slot interval can be customized based on the duration of the… - [Creating Collective Booking Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/collective-booking-calendars/creating-collective-booking-calendars.md): TABLE OF CONTENTS Set Calendar Primary Owner How would the Notifications work? Payments Go to Calendars ➝ Calendar Settings Click on "Create Calendar"… - [How To Create Service Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/how-to-create-service-calendars.md): A Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businesses . In this calendar type, users can… - [Automotive Detailing - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/automotive-detailing-service-calendar-setup-guide.md): Set up an automotive detailing service calendar in GHL Customer Care. Create services, set availabilities, assign staff/resources, and share booking links online. - [Yoga Studio - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/yoga-studio-service-calendar-setup-guide.md): Set up a yoga studio service calendar in GHL Customer Care. Create services, configure availability and resources, and publish a booking link for clients to schedule. - [Photographer - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/photographer-service-calendar-setup-guide.md): Learn how to set up a Service Calendar for photographers in GHL Customer Care. Create services, set availability and resources, and share a booking link for clients. - [MedSpa - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/medspa-service-calendar-setup-guide.md): Set up a MedSpa Service Calendar in GHL Customer Care. Create services, configure availability, assign staff and resources, and publish a booking link for clients. - [Barbershops - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/barbershops-service-calendar-setup-guide.md): Learn how to set up barbershop service calendars in GHL Customer Care. Add staff, rooms, and equipment, and create a seamless client booking experience. - [Hair Salon - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/hair-salon-service-calendar-setup-guide.md): Set up a hair salon service calendar in GHL Customer Care. Create services, set different availabilities and resources, and share a booking link online for clients. - [Dog Groomer - Service Calendar Setup Guide](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/dog-groomer-service-calendar-setup-guide.md): Set up a dog groomer service calendar in GHL Customer Care: add staff availability, create service groups, assign rooms/equipment, and publish a service menu. - [How to Create Service Menus for Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-service-menus/how-to-create-service-menus-for-calendars.md): Set up a Service Menu in GHL Customer Care to display multiple services in one booking page. Customize calendars, assign staff, and streamline client scheduling. - [Rooms and Equipment](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/rooms-and-equipment.md): More Tutorials from the Community https://youtu.be/99jJIedI64w?si=3WCjJNPeM-xJCrO9 https://youtu.be/0elZYa5DTog https://youtu.be/CXX7H1hVaO0… - [Creating Rooms in GHL Customer Care](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/creating-rooms-in-ghl-customer-care.md): Learn how to create Rooms, assign them to service calendars, prevent double-bookings, and link equipment for accurate scheduling and resource control. - [How to Create Equipment](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-rooms-and-equipment/how-to-create-equipment.md): Learn how to set up and manage equipment to avoid double-bookings, automate scheduling logic, and streamline resource availability across calendars. - [How to Create and Send Personalized Videos from the GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/mobile-app-2/how-to-create-and-send-personalized-videos-from-the-ghl-customer-care-mobile-app.md): This article will show you how to send personalized videos using the native video message feature inside the GHL Customer Care mobile app! Personalized… - [How to Book Service (v2) Appointments Using the Mobile App](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/mobile-app-2/how-to-book-service-v2-appointments-using-the-mobile-app.md): Learn how to book multi-service appointments in the GHL Customer Care mobile app using Services (v2), including variations, add-ons, staff pricing, and availability. - [How to Create Event Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/simple-calendars/how-to-create-event-calendars.md): Learn how to create Event Calendars in GHL Customer Care, understand sync behavior, and manage bookings for seminars, expos, and shared events. ## Marketing - [@Mention or Tag Profile in Posts from Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/mention-or-tag-profile-in-posts-from-social-planner.md): Mentions will work for socials like Facebook, Linkedin , Twitter (X) and plain text will be available Instagram, Tiktok and GMB. - [Add Location Tagging to Social Post](https://docs.ghlcustomercare.com/docs/marketing/social-planner/add-location-tagging-to-social-post.md): Add Location tagging for enhanced Engagement, Increased Visibility, Local SEO Boost and Targeted Marketing. - [Add Pinterest Pins in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/add-pinterest-pins-in-social-planner.md): We're thrilled to unveil a brand-new feature in Social Planner: the ability to connect multiple Pinterest accounts and create endless pins. - [Social Planner - How to Add Multiple Watermarks](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-how-to-add-multiple-watermarks.md): Assign unique PNG watermarks to each social account in GHL Customer Care’s Social Planner. Upload, preview, and assign per social; automation respects current settings. - [Schedule Posts using RSS URL](https://docs.ghlcustomercare.com/docs/marketing/social-planner/schedule-posts-using-rss-url.md): Social Planner recently launched option to create automated sharing using RSS urls. Save your time . Automatically publish RSS feed content to social media using Social Planner. Learn setup, posting frequency, and duplicate pand keep your feeds upto date. - [Clear LinkedIn Link Preview Cache Using LI Post Inspector](https://docs.ghlcustomercare.com/docs/marketing/social-planner/clear-linkedin-link-preview-cache-using-li-post-inspector.md): Shared your website link on LinkedIn with incorrect link preview title, description or image? - [Connect Instagram: Facebook-Linked vs. Direct Instagram Integration](https://docs.ghlcustomercare.com/docs/marketing/social-planner/connect-instagram-facebook-linked-vs-direct-instagram-integration.md): To successfully post to the Instagram Business or Creator Profile, including direct publishing, your Instagram Business profile must be connected to a Facebook Page. - [Connect TikTok in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/connect-tiktok-in-social-planner.md): Social Planner allows users to connect TikTok personal or business accounts but to use Comment Management for TikTok in Social Planner, you must connect… - [Facebook Publishing Troubleshooting Guide](https://docs.ghlcustomercare.com/docs/marketing/social-planner/facebook-publishing-troubleshooting-guide.md): This guide is intended to help you troubleshoot issues with your Facebook page. If you’re having trouble, please read through the steps and see if they… - [Failed Post Error in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/failed-post-error-in-social-planner.md): There are several instances when social posts fail. Here are all the reasons and solutions to apply to resolve the issues. Failed Message with Solutions… - [Follow up Comment](https://docs.ghlcustomercare.com/docs/marketing/social-planner/follow-up-comment.md): Social media experts always know the skill of engaging with their followers. Follow up comment is first automated comment which is posted out on social media. - [Grouping of Social Media Profiles](https://docs.ghlcustomercare.com/docs/marketing/social-planner/grouping-of-social-media-profiles.md): There are times when there are multiple social media profiles or networks. It becomes tough to select each time social profiles while creating a new post. It would become a lot faster to select them all at once with Social Grouping - [How to auto-optimise the images for social scheduling?](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-auto-optimise-the-images-for-social-scheduling.md): Overview: We are excited to roll out a new enhancement to your Social Planner experience: Media Optimization . This feature ensures your images are… - [How to connect to your Facebook Page(s)](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-connect-to-your-facebook-page-s.md): Social Planner gives you the ability to add all your fan pages to publish posts and engage with your Facebook audience through a Facebook Page. Facebook… - [How to connect to your Google My Business Location(s)](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-connect-to-your-google-my-business-location-s.md): While publishing to GMB, please make sure you do the following: - [Connecting LinkedIn Profile and Business Pages to Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/connecting-linkedin-profile-and-business-pages-to-social-planner.md): How to connect to your LinkedIn Profile(s) and Page(s)? - [How to Create Group Hashtags within the Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-create-group-hashtags-within-the-social-planner.md): A hashtag is a combination of letters, numbers, or emoji preceded by the # symbol (e.g., #NoFilter). They are used to categorize content and make it more searchable. It is the best way to expand your audience and get more reach. - [How to Customize post for each socials?](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-customize-post-for-each-socials.md): Revolutionize social media marketing with our new 'Customize for Each Post' feature. Tailor your content for different platforms, effortlessly overcoming character limitations, and manage diverse campaigns all in one place. - [How to post PDF's as photos in a LinkedIn carousel post?](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-post-pdf-s-as-photos-in-a-linkedin-carousel-post.md): Social Planner now offers a powerful new feature: users can upload PDF's and post them as photos in a carousel on LinkedIn. Additionally, users can… - [Social Planner - Recurring Social Posts](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-recurring-social-posts.md): Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly. Through a simple process, users can generate quality content using AI, schedule it across flexible times - [Social Planner Content Guidelines - Image, Video, and Text](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-content-guidelines-image-video-and-text.md): Learn GHL Customer Care's full content rules for social posting. Use text, images, and videos that meet platform standards to ensure compliance, reach, and engagement. - [Sharing Social Planner Content Across Sub-Accounts via a Snapshot](https://docs.ghlcustomercare.com/docs/marketing/social-planner/sharing-social-planner-content-across-sub-accounts-via-a-snapshot.md): Reusing Social Planner content across multiple sub-accounts just got that much easier! With the power of Snapshots, you can share social calendars from within the agency settings to any sub-account. - [Post Approval Flow in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/post-approval-flow-in-social-planner.md): Social Planner now has post approval flow where the user can take get the content of social post reviewed and analyzed by another team member. - [How to Use the Instagram Story Post Composer in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-use-the-instagram-story-post-composer-in-social-planner.md): Harness the power of the Instagram Story Post Composer in Social Planner. This integrated tool allows you to design and schedule your Instagram stories expertly. Use it to manage your digital marketing, drive engagement, and promote your brand seamlessly - [Instagram Reels Publishing Guide for the Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/instagram-reels-publishing-guide-for-the-social-planner.md): Want to enhance your social media marketing and expand your reach on Instagram? Look no further than The Social Planner! We're here to guide you through the latest trend on the platform: Instagram reels. - [Social Post on TikTok](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-post-on-tiktok.md): Don't miss out – supercharge your TikTok experience NOW! #TikTokMagic #DirectPostingRevolution - [Share your Reviews as Posts on social media using Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/share-your-reviews-as-posts-on-social-media-using-social-planner.md): Discover the Power of Social Proof and Supercharge Your Success with Reviews! - [Post Facebook Reel From Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/post-facebook-reel-from-social-planner.md): Short form videos are in trend with ever-growing way in social media marketing world. With the same, in social planner we are launching Facebook Reels… - [How to Manage Social Planner Email Notifications](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-manage-social-planner-email-notifications.md): Set up and customize Social Planner email notifications to manage account expiry alerts, post approvals, rejected posts, and publishing failures in GHL Customer Care. - [Schedule your Youtube Shorts and Videos in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/schedule-your-youtube-shorts-and-videos-in-social-planner.md): YouTube, being one of the biggest social media platforms, is crucial for content creators and marketing agencies. - [How to Schedule Community Posts from Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-schedule-community-posts-from-social-planner.md): Schedule your posts in advance for your community groups and channels. - [Social Planner - Track Social Performance Using Advance Analytics](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-track-social-performance-using-advance-analytics.md): Learn how to use GHL Customer Care Social Planner analytics to track weekly performance, interpret key metrics, and optimize your social media content strategy with data. - [Why can't I see my X (formerly Twitter) account when connecting or scheduling posts?](https://docs.ghlcustomercare.com/docs/marketing/social-planner/why-can-t-i-see-my-x-formerly-twitter-account-when-connecting-or-scheduling-post.md): Due API cost structure changes, our team had to remove X access. We are working on finding alternate solutions. - [Search and Smart Filter View](https://docs.ghlcustomercare.com/docs/marketing/social-planner/search-and-smart-filter-view.md): This article will show you how to use Search and Smart Filter Views in the Social Planner. These features make it easier to find specific posts and… - [Collaborator Posts support for Instagram](https://docs.ghlcustomercare.com/docs/marketing/social-planner/collaborator-posts-support-for-instagram.md): This article will walk you through how to create Instagram Collaborator Posts directly from GHL Customer Care’s Social Planner! Collaborator Posts are a… - [Social Planner - Link Shortener](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-link-shortener.md): Learn how to use the Link Shortener in GHL Customer Care’s Social Planner to turn long URLs into clean, concise links and improve the readability of your social posts. - [How to Create Facebook Story in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-create-facebook-story-in-social-planner.md): Facebook Stories are short 20-second videos or 5-second photos that disappear after 24-hours. Now you can post to your Facebook account with these three… - [Prerequisite for Bulk CSV - Basic and Advance CSV](https://docs.ghlcustomercare.com/docs/marketing/social-planner/prerequisite-for-bulk-csv-basic-and-advance-csv.md): CSV is a “comma-separated values” file that allows you to save your information in a structured way. Social Planner supports both format .csv and .xlxs. - [LinkedIn - Social Planner Statistics](https://docs.ghlcustomercare.com/docs/marketing/social-planner/linkedin-social-planner-statistics.md): We are excited to announce our latest addition of Linkedin analytics to our Social Planner Statistics which we initially rolled out for Instagram &… - [Social Planner - Category Queue](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-category-queue.md): Learn how to create and manage Category Queues in Social Planner, configure schedules, add or reorder posts, prioritize new content, and automate publishing. - [Social Planner: In-App Notification Banner for Disconnected Accounts](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-in-app-notification-banner-for-disconnected-accounts.md): Get real-time alerts in GHL Customer Care when a social account disconnects. Stay on top of scheduling and avoid missed posts with in-app Social Planner notifications. - [Social Planner - Advanced CSV for Bulk Scheduling](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-advanced-csv-for-bulk-scheduling.md): Bulk schedule social media posts like a pro using GHL Customer Care’s Advanced CSV tool. Plan, manage, and automate campaigns with precision across multiple platforms. - [Best Time to Post Feature in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/best-time-to-post-feature-in-social-planner.md): Use GHL Customer Care’s Best Time to Post feature to schedule content when your audience is most active. Boost social media reach and engagement with smart timing. - [Social Planner - Social Listening](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-social-listening.md): TABLE OF CONTENTS What is Social Listening? Why Use It? What You’ll See? How to Use Social Listening Step 1: Open Social Planner and click the Social… - [Manage Comments in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/manage-comments-in-social-planner.md): Learn how to manage comments directly in Social Planner. View, reply, like, and filter comments from posts published via Social Planner. - [Social Planner - Discover Trends with Social Listening](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-discover-trends-with-social-listening.md): Discover trends from Google, Pinterest, Wikipedia, TikTok, and YouTube in GHL Customer Care’s Social Planner to plan timely, data-driven social content fast. - [Social Planner - Meta Threads Integration](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-meta-threads-integration.md): Connect Threads via Instagram and compose, schedule, and auto-post text, images, or videos inside Social Planner. Use Review Flow, Category Queue & CSV upload. - [Social Planner - Bluesky Integration](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-bluesky-integration.md): Connect your Bluesky account to GHL Customer Care’s Social Planner and publish directly. Step-by-step setup guide plus FAQs for easy scheduling and smooth posting. - [Add Messaging & Social Channels to Your Google Business Profile (GBP)](https://docs.ghlcustomercare.com/docs/marketing/social-planner/add-messaging-social-channels-to-your-google-business-profile-gbp.md): Connect WhatsApp, Text/SMS, and social links to your Google Business Profile from GHL Customer Care. Increase engagement, centralize messaging, and manage per page. - [TikTok DMs & Comment Automations](https://docs.ghlcustomercare.com/docs/marketing/social-planner/tiktok-dms-comment-automations.md): Connect TikTok Messaging in GHL Customer Care to manage DMs and comments in Conversations. Build automations for replies and capture leads. - [How to Schedule & Publish Instagram Stories via Push Notifications](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-schedule-publish-instagram-stories-via-push-notifications.md): Schedule Instagram Stories via push notifications in GHL Customer Care Social Planner. Get reminders, auto-download media, copy captions, and complete posting. - [Social Planner - Facebook Post Sync](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-facebook-post-sync.md): Learn how to sync existing Facebook posts into Social Planner to view past content, track insights, and manage reporting in one place in GHL Customer Care easily. - [External Link Approval Flow in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/external-link-approval-flow-in-social-planner.md): Approval flow via external link in social planner - [Social Planner - Post Sync](https://docs.ghlcustomercare.com/docs/marketing/social-planner/social-planner-post-sync.md): Automatically sync Instagram posts into Social Planner. Manage content, track engagement, and improve reporting with centralized analytics in GHL Customer Care. - [How to Create Facebook Text Posts with Backgrounds in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/how-to-create-facebook-text-posts-with-backgrounds-in-social-planner.md): Create eye-catching Facebook text posts with native backgrounds in Social Planner. Schedule, preview, and publish without leaving GHL Customer Care. - [LinkedIn Poll Posts in Social Planner](https://docs.ghlcustomercare.com/docs/marketing/social-planner/linkedin-poll-posts-in-social-planner.md): Add a. poll in linked post in social planner - [Why You Should Grant Access to All Pages When Connecting a Social Account](https://docs.ghlcustomercare.com/docs/marketing/social-planner/why-you-should-grant-access-to-all-pages-when-connecting-a-social-account.md): The problem this prevents If posts to a previously connected Facebook Page suddenly start failing with a token or permission error, the most common cause… - [Exporting Email Marketing Data](https://docs.ghlcustomercare.com/docs/marketing/email-marketing/exporting-email-marketing-data.md): Learn how to export email marketing performance data from GHL Customer Care Email Statistics. Download campaign, workflow, and bulk email metrics as CSV files. - [Ad Manager Run As Ad & Create Engagement Ad](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/ad-manager-run-as-ad-create-engagement-ad.md): New buttons bring one-click ad creation links (“breadcrumbs”) straight into two of GHL Customer Care’s most-used tools—WhatsApp and Social Planner—so you… - [How to view advanced preview and get shareable preview links for Meta Ads](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/how-to-view-advanced-preview-and-get-shareable-preview-links-for-meta-ads.md): This guide explains how to use Advanced Preview and Shareable Preview Links in Ad Manager for Meta campaigns. These features allow you to review how your… - [Opportunity Score in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/opportunity-score-in-ad-manager.md): ​Learn how to use Opportunity Score in GHL Customer Care Ad Manager to review Meta campaign readiness, prioritize fixes, and improve setup before publishing. - [Ad Manager Public APIs: Campaign Creation & Reporting](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/ad-manager-public-apis-campaign-creation-reporting.md): Automate advertising across Facebook, Google, and LinkedIn with GHL Customer Care's Ad Manager Public APIs. Create campaigns, manage ads, and pull reports programmatically. - [Using AskAI for Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/using-askai-for-ad-manager.md): Learn how to create, manage, and optimize Meta and Google Ads campaigns using GHL Customer Care's AskAI conversational interface with natural language commands. - [Fix Google and LinkedIn Campaign Errors Before Publishing](https://docs.ghlcustomercare.com/docs/marketing/ad-manager/fix-google-and-linkedin-campaign-errors-before-publishing.md): Learn how to find and fix multiple Google and LinkedIn campaign errors in GHL Customer Care Ad Manager before publishing and resolve issues faster. - [Template Library Overview & Setup](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-overview-setup.md): The Template Library feature in the CRM is a collection of designer-made templates that users can use to create websites, funnels, social media posts, and email campaigns. The templates come with free high-quality stock images and content. - [Add Custom Templates to Template Library](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/add-custom-templates-to-template-library.md): The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to… - [How to clone templates in template library?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-clone-templates-in-template-library.md): More Tutorials From the Community https://youtu.be/gkUtOinHmQY https://youtu.be/7ut-r0lnWPM To ensure that you have symmetry in your branding and reduce… - [How to add descriptions to your templates?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-add-descriptions-to-your-templates.md): N ow, you can add short descriptions and types to your templates, injecting a burst of clarity and customisation into your project . Who can do it? The… - [Steps for Agency A to Share Templates Effectively with Agency B?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/steps-for-agency-a-to-share-templates-effectively-with-agency-b.md): More Tutorials from the Community https://youtu.be/zOm6QzaCGvY https://youtu.be/xYsowxyBtsE https://youtu.be/jYM-RkapZdA We're delighted to unveil a… - [How to Manage and Create Templates from the Admin Screen](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-manage-and-create-templates-from-the-admin-screen.md): Introducing better template management feature in our Template Library for Agency admins. Problem Statement: Previously, admins navigated through… - [How to manage categories, types and tags?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-manage-categories-types-and-tags.md): We’ve enhanced admin features to make managing categories, types, and tags easier and more efficient. Capabilities supported: Create, Edit, and Delete… - [How to add your email templates in Template Library?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-add-your-email-templates-in-template-library.md): Uploading your email templates to a template library helps you keep everything organized and easily accessible. This guide will show you how to upload… - [Template Library of Social Planner](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-of-social-planner.md): We're thrilled to introduce a powerful new update to our Social Planner! You can now kickstart your posts using the Template Library —a collection of… - [How to hide default or GHL Customer Care templates from template library?](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/how-to-hide-default-or-ghl-templates-from-template-library.md): We’re excited to introduce a new feature for agency admins: the ability to hide default templates added by the GHL Customer Care team! This enhancement allows you to… - [Customizing the Template Library for Subaccounts](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/customizing-the-template-library-for-subaccounts.md): Agency admins can now control access to templates and categories for subaccounts, enabling them to tailor the template library based on subaccount needs… - [Template Library in Ads Manager](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-in-ads-manager.md): Save time with pre-built ad templates in GHL Customer Care's Ads Manager. Launch high-performing campaigns faster and streamline your ad creation process with ease. - [Template Library Visibility Control for Sub-Accounts](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-visibility-control-for-sub-accounts.md): Control Template Library access per sub-account or by product in GHL Customer Care. Hide the library or allow only selected modules like Funnels, Websites, or Emails. - [Access Your Favorite Templates with the Favorites Feature](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/access-your-favorite-templates-with-the-favorites-feature.md): This article will show you how to quickly access your most-used templates in GHL Customer Care using the Favorites feature. By marking templates as… - [Hide Individual Templates From Subaccounts](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/hide-individual-templates-from-subaccounts.md): The Agency Template Library has several settings to manage the Template Libraries and Templates in Subaccounts. There is not a way to directly hide an… - [Template Library for Webinars](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-for-webinars.md): Easily save, manage, and insert reusable webinar sections with GHL Customer Care’s Template Library. Streamline webinar page builds and maintain design consistency. - [Template Library for Workflows](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-for-workflows.md): Discover how GHL Customer Care’s new Template Library for Workflows accelerates automation setup with expert-designed templates—enable in Beta Labs and launch proven workflows in minutes. - [Simplify Your Template Library by Hiding Types and Tags](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/simplify-your-template-library-by-hiding-types-and-tags.md): Learn how admins can hide or show Types and Tags in GHL Customer Care’s Template Library to create a cleaner, more customized experience for sub-accounts. - [Extended Access: Template Library (For Admins on $97 & $297 Plans)](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/extended-access-template-library-for-admins-on-97-297-plans.md): Give your agency more control and stronger branding with the newly-expanded Template Library access permissions for $97 & $297 plans. TABLE OF CONTENTS… - [Trigger Links - Overview](https://docs.ghlcustomercare.com/docs/marketing/trigger-links/trigger-links-overview.md): Trigger links are a great way to pivot off a "click" within an SMS or Email. When a trigger link is clicked the system will attribute the click to the contacts activity timeline as well as trigger a predetermined action or a workflow - [SMS Templates (Snippets) - Overview](https://docs.ghlcustomercare.com/docs/marketing/sms-and-email-templates/sms-templates-snippets-overview.md): Now you can easily create and save templates, eliminating the need to repeatedly write the same emails or SMS. This feature allows you to maintain… - [Text Snippets (Templates)](https://docs.ghlcustomercare.com/docs/marketing/sms-and-email-templates/text-snippets-templates.md): Learn how to create and use text snippets in GHL Customer Care to answer FAQs faster, save time in conversations, and streamline SMS responses with custom templates. - [How to Use the Kajabi Email Template Importer](https://docs.ghlcustomercare.com/docs/marketing/sms-and-email-templates/how-to-use-the-kajabi-email-template-importer.md): Users can seamlessly import templates from Kajabi by simply sending it in an email from Kajabi to our dynamically generated email ID in just a few steps… - [How to Create a Brand Board](https://docs.ghlcustomercare.com/docs/marketing/brand-board/how-to-create-a-brand-board.md): Learn how to set up a Brand Board and create a Design Kit from a URL, template or from scratch. Add logos, colors, and fonts to ensure branding consistency. - [How to use Brand Boards in emails?](https://docs.ghlcustomercare.com/docs/marketing/brand-board/how-to-use-brand-boards-in-emails.md): Brand boards are a great way to keep your email marketing on point with your brand’s look and feel. They ensure that your emails are consistent with your… - [How to change default Brand Boards?](https://docs.ghlcustomercare.com/docs/marketing/brand-board/how-to-change-default-brand-boards.md): Learn what the Default Brand Board controls in GHL Customer Care and how to change your default board. Keep email, funnel, and page styling consistent and on-brand. - [Editing a Design Kit](https://docs.ghlcustomercare.com/docs/marketing/brand-board/editing-a-design-kit.md): Learn how to edit Design Kit colors, logos, and fonts, set your default Brand Board, and understand how those changes appear in pickers for future edits - [How to use Brand Boards in Funnels and Websites?](https://docs.ghlcustomercare.com/docs/marketing/brand-board/how-to-use-brand-boards-in-funnels-and-websites.md): Apply Brand Boards in the GHL Customer Care funnel and website builder to keep branding consistent. Learn setup, usage, tips, and FAQs in this complete guide. - [Brand Voice in Brand Boards](https://docs.ghlcustomercare.com/docs/marketing/brand-board/brand-voice-in-brand-boards.md): Introducing a new Brand Voice feature within Brand Boards, allowing you to define your brand's communication style and integrate it seamlessly with AI… - [Help Guide: Global Custom Color](https://docs.ghlcustomercare.com/docs/marketing/brand-board/help-guide-global-custom-color.md): Maintaining brand consistency across all your designs can be time-consuming. With Global Custom Colors , you can define your brand colors once and use… - [Global Custom Colors in Color Picker](https://docs.ghlcustomercare.com/docs/marketing/brand-board/global-custom-colors-in-color-picker.md): Set brand‑safe colors once and reuse them across emails, funnels, and forms. Import from Custom Values, sync updates everywhere, and manage centrally. - [How to Create Brand Voice from Text or URL](https://docs.ghlcustomercare.com/docs/marketing/brand-board/how-to-create-brand-voice-from-text-or-url.md): Create a Brand Voice in GHL Customer Care from a website URL or 50–100 words. Instantly generate an editable voice that AI uses for consistent, on-brand content. - [Brand Board Colors in the Form, Survey and Quiz Builder](https://docs.ghlcustomercare.com/docs/marketing/brand-board/brand-board-colors-in-the-form-survey-and-quiz-builder.md): Use Brand Board colors in GHL Customer Care Form, Survey, and Quiz Builder to apply saved brand colors faster and keep styling consistent across assets. - [AI Conversational Appointment Booking Workflow and Setup](https://docs.ghlcustomercare.com/docs/marketing/ai-appointment-booking-bot/ai-conversational-appointment-booking-workflow-and-setup.md): The following is a step-by-step guide on how to set up your own AI Conversational Appointment booking bot within a workflow. - [Appointment Booking Conversation AI Workflow Action](https://docs.ghlcustomercare.com/docs/marketing/ai-appointment-booking-bot/appointment-booking-conversation-ai-workflow-action.md): Utilize the new "Appointment Booking Conversation AI" workflow action to harness the power of AI and book appointments for you and your clients TABLE OF… - [How to Create a Fixed countdown Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-create-a-fixed-countdown-timer.md): Create and customize a fixed countdown timer in GHL Customer Care, including timer settings, styling, Brand Colors, Global Custom Colors, and expiration options. - [How to use Countdown Timers in Funnels?](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-use-countdown-timers-in-funnels.md): Learn how to create and add countdown timers to GHL Customer Care funnels using built-in elements or embed code. Customize styling and timer types to boost urgency. - [How to use countdown timer in emails?](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-use-countdown-timer-in-emails.md): Countdown timers in emails are dynamic elements that create urgency by counting down to a specific deadline. They help convey the sense of exclusivity… - [Timezone Adaptation in Countdown Timers](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/timezone-adaptation-in-countdown-timers.md): Learn how timezone adaptation in GHL Customer Care countdown timers uses contact, visitor, and fallback timezones for accurate email, funnel, and website deadlines. - [How to Add a Countdown Timer in WhatsApp Templates](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-add-a-countdown-timer-in-whatsapp-templates.md): Learn to add countdown timer buttons to WhatsApp templates in GHL Customer Care. Configure timer type and details based on your the needed action. - [Countdown Timer Labels Update](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/countdown-timer-labels-update.md): Create urgency that speaks your audience’s language. With custom Countdown Timer labels, you can display any wording you’d like and match your campaign. - [How to Create a Recurring Timer?](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-create-a-recurring-timer.md): Learn how to create, style, and embed a recurring countdown timer in GHL Customer Care. Keep urgency fresh for weekly sales and more, without any manual resets. - [How to Use Wait Time in Recurring Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-use-wait-time-in-recurring-timer.md): This article shows you how to add a custom wait time between cycles of a recurring countdown timer . Use the feature to run “Every Friday” flash sales… - [How to Use the "Copy Code" Feature in Countdown Timers](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/how-to-use-the-copy-code-feature-in-countdown-timers.md): Countdown timers are a powerful tool for adding urgency to your website or email campaigns. They can help you drive conversions by showing customers how… - [Hiding Countdown Timers in Apple Mail](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/hiding-countdown-timers-in-apple-mail.md): Prevent countdown timers from displaying incorrectly in Apple Mail on iOS 15+ with GHL Customer Care’s one-click “Hide for Apple users” feature. - [Guide: Dynamic Countdown Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/guide-dynamic-countdown-timer.md): We’ve introduced a Dynamic Countdown Timer that personalizes the countdown for each contact based on when they receive or open your email. You can now… - [Countdown Timer Placeholder](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/countdown-timer-placeholder.md): When you embed a countdown timer into a template, and then copy that template to a different subaccount, the countdown timer will be replaced by a static… - [Help Guide: Redirection links in Countdown Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/help-guide-redirection-links-in-countdown-timer.md): TABLE OF CONTENTS What Are Redirection Links? Why Use Them? Where to Access Redirection Links: How to Create a Timer with Redirection What Are… - [Countdown Timers - Optional End Time for Dynamic Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/countdown-timers-optional-end-time-for-dynamic-timer.md): TABLE OF CONTENTS Key Benefits of the Optional End Time Feature Example Use Cases How to Use the Optional End Time for Dynamic Timers Important… - [Editing a countdown timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/editing-a-countdown-timer.md): Editing a countdown timer is essential when you want to update its appearance, change its timing details, modify linked actions, or adjust its name… - [Sync your countdown timer in email and funnels](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/sync-your-countdown-timer-in-email-and-funnels.md): To ensure your countdown timer is authentic and effective, it must be consistent across both your email and the active page where users take action… - [Getting started with Countdown Timer](https://docs.ghlcustomercare.com/docs/marketing/countdown-timer/getting-started-with-countdown-timer.md): Introducing the Countdown Timer to boost all your marketing activities towards more conversion TABLE OF CONTENTS What is a Countdown Timer? Benefits of… - [How to Create and Manage Events in GHL Customer Care](https://docs.ghlcustomercare.com/docs/marketing/events/how-to-create-and-manage-events-in-ghl-customer-care.md): Create Ticketed and RSVP events in GHL Customer Care, customize event pages, manage tickets, registrations, check-in, notifications, and attendee checkout. - [Check-in Experience for In Person Events](https://docs.ghlcustomercare.com/docs/marketing/events/check-in-experience-for-in-person-events.md): Check-in allows event organizers to mark attendees as arrived at their venue using the mobile app. It works for in-person events only—both ticketed and… - [Events: Custom CSS with Live Element Selection](https://docs.ghlcustomercare.com/docs/marketing/events/events-custom-css-with-live-element-selection.md): Style your GHL Customer Care event pages instantly with the new live Custom CSS editor. Click elements to get selectors, use quick presets, and preview changes in real time. - [Embed Events with Code Snippet](https://docs.ghlcustomercare.com/docs/marketing/events/embed-events-with-code-snippet.md): Learn how to embed public event pages directly into your funnels, websites, or external platforms using GHL Customer Care's event embed code feature. - [Events - How to Manually Add Attendees](https://docs.ghlcustomercare.com/docs/marketing/events/events-how-to-manually-add-attendees.md): Learn how to manually register attendees for your events, handle walk-ins, process offline payments, and issue tickets instantly from the Registrations page. - [Multi-Attendee Registration with Individual Details and Data Copying](https://docs.ghlcustomercare.com/docs/marketing/events/multi-attendee-registration-with-individual-details-and-data-copying.md): Capture attendee information for every ticket purchased in GHL Customer Care Events. Speed up group registrations with data copying and individual attendee tracking. - [Events and Workflows Integration](https://docs.ghlcustomercare.com/docs/marketing/events/events-and-workflows-integration.md): Automate registration confirmations, reminders, check-ins, and follow-ups with GHL Customer Care's Events and Workflows integration. Trigger workflows from event activity. - [Multi-Attendee Registration in GHL Customer Care Events Guide](https://docs.ghlcustomercare.com/docs/marketing/events/multi-attendee-registration-in-ghl-customer-care-events-guide.md): Learn how GHL Customer Care Events collects attendee details for every ticket and lets buyers copy attendee information for faster multi-ticket registrations. - [How to Duplicate and Reuse Events](https://docs.ghlcustomercare.com/docs/marketing/events/how-to-duplicate-and-reuse-events.md): Learn how to duplicate GHL Customer Care events, copy tickets, schedules, speakers, design, and page settings, and preview changes before creating a new draft. - [Meta Pixel Tracking for Events](https://docs.ghlcustomercare.com/docs/marketing/events/meta-pixel-tracking-for-events.md): Learn how to add Meta Pixel tracking to GHL Customer Care Events, map RSVP and ticket actions, track conversions, and send purchase data to Meta campaigns. - [How to Manage Event Refunds, Cancellations, and Check-In Eligibility](https://docs.ghlcustomercare.com/docs/marketing/events/how-to-manage-event-refunds-cancellations-and-check-in-eligibility.md): Learn how to issue full or partial event refunds, cancel registrations, review refund history, track accurate revenue, and control QR code check-in. - [How to Test Campaigns](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-test-campaigns.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Video Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/video-element-in-email-builder.md): Easily embed YouTube, Vimeo, Wistia, HTML5 or Loom videos in emails via the design editor. Auto-generate thumbnails based on the video platform selected. - [Using custom fonts in the Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/using-custom-fonts-in-the-email-builder.md): When creating your own HTML Email Design System, you may want to use a custom font beyond the standard ones available. When working with brand guidelines… - [How to edit your Email Format for Mobile under Appearance tab](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-edit-your-email-format-for-mobile-under-appearance-tab.md): Mobile devices are an increasingly popular way for your contacts or subscribers to view your email campaigns. This means it's now more important than ever to design with mobile devices in mind. - [Hide Email Elements on Mobile View](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/hide-email-elements-on-mobile-view.md): Optimizing emails for mobile has quickly gone from important to essential. This feature allows you to easily hide elements of your email templates or… - [How to set up A/B testing for your Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-set-up-a-b-testing-for-your-email-campaigns.md): Email marketers! Are you looking for a way to test and improve the impact of your emails? With A/B Test Campaigns, you can now test two different versions of an email campaign with your recipient list. By testing multiple variations of your email camp - [How to use the Email Builder and its In-line Editor](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-use-the-email-builder-and-its-in-line-editor.md): Master GHL Customer Care’s Email Builder and in-line editor: dock the panel left or right, work side-by-side with Email AI, and publish faster with a streamlined, accessible UI. - [Add Product Element in Email Campaign](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/add-product-element-in-email-campaign.md): Email Campaign now dazzles with the ability to showcase your amazing products! Get ready to captivate your audience like never before! - [How to preview Custom Field in Email Builder?](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-preview-custom-field-in-email-builder.md): More Tutorials From the Community https://youtu.be/a20mMxuOgtE https://youtu.be/0F3uyXM33Bw https://youtu.be/6vAR0K1BBH4 https://youtu.be/jPoE5YZsfdA… - [How to save items in email builder for quick access?](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-save-items-in-email-builder-for-quick-access.md): Creating professional and symmetric emails can be challenging and time-consuming. This guide will show you how to save design elements and layouts for… - [How to add GIFs to your email?](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-add-gifs-to-your-email.md): Adding GIFs to your emails can make them more engaging and fun. Here's a simple guide to help you easily insert GIFs into your emails, making your… - [How to Personalize Your Campaigns with Conditional Elements](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-personalize-your-campaigns-with-conditional-elements.md): Use Conditional Elements in GHL Customer Care to personalize email content by contact data. Show the right text, images, and CTAs to the proper audience in a single send. - [Using the Inline Forms/ Surveys Element in email campaign](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/using-the-inline-forms-surveys-element-in-email-campaign.md): earn how to add Inline Forms/Surveys to GHL Customer Care emails, choose feedback types, and track responses - [Border Customization: Color, Radius, and Thickness](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/border-customization-color-radius-and-thickness.md): The Border Customization feature allows you to fully control the appearance of borders on layouts. With this feature, you can adjust the color, radius… - [Layout Margins and Text Spacing Controls](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/layout-margins-and-text-spacing-controls.md): Learn how to adjust layout margins and text spacing in GHL Customer Care’s builder. Control padding, line height, letter spacing, and alignment for clean designs. - [Spacer Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/spacer-element-in-email-builder.md): Learn how to use the Spacer Element in GHL Customer Care’s Email Builder to add clean, responsive spacing in your email layouts for better design & mobile optimization. - [Visibility Section for Layouts in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/visibility-section-for-layouts-in-email-builder.md): You can now control the visibility of entire layouts in email templates! This powerful new setting lets you hide or show full sections based on device… - [How to add Products in Email Templates](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-add-products-in-email-templates.md): This article will show you how to add and use the Product Element inside Email Templates using GHL Customer Care’s Email Builder. This new feature makes it… - [Rearrange Elements and Layouts with Arrow Controls in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/rearrange-elements-and-layouts-with-arrow-controls-in-email-builder.md): This article shows you how to quickly rearrange elements and layouts in the Email Builder using new arrow controls. This feature makes editing emails… - [How to Use Template Library to Create Branded Review Request Emails](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/how-to-use-template-library-to-create-branded-review-request-emails.md): Learn how to use GHL Customer Care’s Template Library in Email Review Requests to design custom or pre-built emails, save time, and boost reputation management. - [Different elements in email builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/different-elements-in-email-builder.md): Gain complete control over how you design and customize emails with drag-and-drop Elements in the Email Builder. From text and buttons to images, videos… - [A/B Testing in Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/a-b-testing-in-email-campaigns.md): Overview Boost your email performance with A/B Testing in the Email Builder. A/B testing allows you to send up to six variations of your email (either… - [Text Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/text-element-in-email-builder.md): Learn how to add and format text in GHL Customer Care’s Email Builder. Use fonts, colors, links, lists, spacing, and mobile-responsive controls to design emails. - [Image Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/image-element-in-email-builder.md): The Image Element in Email Builder allows you to easily add and customise images within your email templates. With support for multiple image sources… - [Button Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/button-element-in-email-builder.md): The Button Element allows you to add clickable buttons to your email templates, helping you drive engagement through clear and visually appealing calls… - [Logo Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/logo-element-in-email-builder.md): The Logo Element allows you to easily insert your brand logo into email templates, helping you maintain consistent branding and visual identity across… - [Footer Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/footer-element-in-email-builder.md): The Footer Element allows you to create consistent and professional email footers that include important information such as contact details, unsubscribe… - [Code Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/code-element-in-email-builder.md): The Code Element allows you to insert custom HTML or CSS snippets into your email templates, giving you full creative control beyond standard design… - [FAQ Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/faq-element-in-email-builder.md): The FAQ Element allows you to add structured question-and-answer sections inside your email templates. It’s designed to help you address common customer… - [Social Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/social-element-in-email-builder.md): The Social Element allows you to easily add social media icons with clickable links to your email templates. It helps your audience connect with your… - [Shopping Cart Element in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/shopping-cart-element-in-email-builder.md): The Shopping Cart Element allows you to display product information, pricing, and checkout links directly within your emails. It’s designed to help you… - [Attach Files to Email Campaigns in the Email Builder](https://docs.ghlcustomercare.com/docs/marketing/email-builder-capabilities/attach-files-to-email-campaigns-in-the-email-builder.md): Learn how to attach files to an email campaign using Email Builder’s Send or Schedule screen, plus tips for deliverability and previews. - [From Address - Campaign Configurations](https://docs.ghlcustomercare.com/docs/marketing/campaign-configurations/from-address-campaign-configurations.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Stop on Response - Campaign Configurations](https://docs.ghlcustomercare.com/docs/marketing/campaign-configurations/stop-on-response-campaign-configurations.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Allow Multiple - Campaign Configurations](https://docs.ghlcustomercare.com/docs/marketing/campaign-configurations/allow-multiple-campaign-configurations.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Event Start Date - Campaign Configurations](https://docs.ghlcustomercare.com/docs/marketing/campaign-configurations/event-start-date-campaign-configurations.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Duplicate or Copy Campaign to New Location](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/duplicate-or-copy-campaign-to-new-location.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Campaigns Overview](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/campaigns-overview.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Campaigns Paused/Draft](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/campaigns-paused-draft.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [How to Send or Schedule a Regular Email Campaign](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-send-or-schedule-a-regular-email-campaign.md): Learn how to create, send now, or schedule a regular email campaign in GHL Customer Care. See delivery options, setup steps, tips for testing, and managing sends fast. - [How to Batch Schedule Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-batch-schedule-email-campaigns.md): Schedule batch email campaigns in GHL Customer Care—set start and end times with time-range validation, control send windows, select recipients, and confirm delivery. - [How to Preview & Test Your Email Campaigns/Templates](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-preview-test-your-email-campaigns-templates.md): Learn how to preview, test, and validate email campaigns/templates in GHL Customer Care, including personalization, unsubscribe behavior, A/B variants, and analytics. - [Different Email Sending/ Delivery Method(s) - Send Now, Schedule, Batch, RSS Schedule](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/different-email-sending-delivery-method-s-send-now-schedule-batch-rss-schedule.md): Learn about GHL Customer Care email delivery methods: Send Now, Schedule, Batch Schedule, and RSS Schedule. See benefits, setup steps, and FAQs. - [How to change the Content of An Ongoing Email Campaign](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-change-the-content-of-an-ongoing-email-campaign.md): There are many times when an ongoing email campaign for Simple Schedule, RSS Schedule and Batch Schedule Delivery has content errors like spelling mistakes, text changes, or link changes to meet the standards of the brand. - [How to Reschedule an Email Campaign (Email Builder)](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-reschedule-an-email-campaign-email-builder.md): Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule one hour (60mins) ahead of the execution date. The user will be required to visit Marketing > Email. Please visit the Email Campaign tab: it will have a lis - [A Guide to Email Attribution Settings: How to customize it?](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/a-guide-to-email-attribution-settings-how-to-customize-it.md): The conversion metric is a vital tool to gauge how effectively your marketing campaigns contribute to revenue generation. An essential element of this… - [Resend to un-opened : Best Practices and Guide](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/resend-to-un-opened-best-practices-and-guide.md): More Tutorials from the Community https://youtu.be/wTO2PEzxAh4 https://youtu.be/14A8XhxEfjo https://youtu.be/hZfAupBmOIM https://youtu.be/0iY5LIvSIKE… - [How to Add Google Fonts in Email Templates and Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-add-google-fonts-in-email-templates-and-campaigns.md): Ensure consistency with your websites' typography by adding Google fonts to your emails. This option provides better design options to elevate your… - [Understanding UTM parameters for email campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/understanding-utm-parameters-for-email-campaigns.md): Learn about UTM tracking, how it works, and how you can use it in your GHL Customer Care email marketing to better understand how well your marketing efforts are… - [How to Use the Plain Text Editor for Emails](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-use-the-plain-text-editor-for-emails.md): We are pleased to announce the addition of a Plain Text editor for emails, expanding our editor options to three. TABLE OF CONTENTS Why Plain Text? What… - [Guide to Pre-Built Contact Segments](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/guide-to-pre-built-contact-segments.md): This "Guide to Pre-Built Contact Segments" offers a comprehensive overview of the pre-built segments available within the platform. These segments allow… - [How to Pause or Cancel a Scheduled Email Campaign](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-pause-or-cancel-a-scheduled-email-campaign.md): Learn how to pause, resume, or cancel your scheduled email campaigns in GHL Customer Care to make edits, stop sends, and ensure accurate, timely email delivery. - [Improved Email Campaign Flow and Campaign Summary Page](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/improved-email-campaign-flow-and-campaign-summary-page.md): Introducing streamlined email campaigns with direct creation, clear warnings, and a better preview Start Campaigns Directly from the Template Library… - [Using "Add Tags" in the Send or Schedule Page: Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/using-add-tags-in-the-send-or-schedule-page-email-campaigns.md): Learn how to instantly generate and apply contact tags from the Send or Schedule page in GHL Customer Care—streamline your email campaigns and boost automation flexibility. - [How to Set Default Values for Custom Fields Via Conditional Sending](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-set-default-values-for-custom-fields-via-conditional-sending.md): Personalise your emails with contact details—like name, company, or location—to boost engagement. If a custom field (such as First Name) is empty… - [How to Import Emails from Any Platform Using Email AI](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-import-emails-from-any-platform-using-email-ai.md): Import emails from any platform into GHL Customer Care with Email AI and convert them into editable templates to save time, reuse campaigns, and launch faster now. - [How to Build Recipient Segments in Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-build-recipient-segments-in-email-campaigns.md): Learn how to build recipient Segments for GHL Customer Care email campaigns using filters like tags, activity, and more to keep audiences updated automatically. - [Resend Campaign Visibility & Control](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/resend-campaign-visibility-control.md): This article explains how to automate and manage resend campaigns in GHL Customer Care, enabling you to pre-configure resends for unopened emails, track… - [Email Builder: Create New Tags in the Send or Schedule Page](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/email-builder-create-new-tags-in-the-send-or-schedule-page.md): This article explains how to create new tags directly from the Send or Schedule page while setting up automations for your email campaigns in… - [How to Set Up the Sender Preferences in Email Builder](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/how-to-set-up-the-sender-preferences-in-email-builder.md): Learn how to set up Sender Preferences in GHL Customer Care Email Builder. Configure defaults, verified emails, reply-to settings, and save time on campaigns. - [Configuring Unsubscribe Flows (One-Step, Two-Step, Dynamic)](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/configuring-unsubscribe-flows-one-step-two-step-dynamic.md): Learn One‑Step, Two‑Step, and Dynamic unsubscribe flows in GHL Customer Care emails. Reduce accidental or bot opt‑outs, stay compliant, and set up links correctly. - [Smart Send: Email Marketing Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/smart-send-email-marketing-campaigns.md): Automatically schedule campaigns at the best time using 60-day engagement data. Lift opens and clicks with zero setup and clear post-send analytics. - [Understanding Email Campaign Statuses](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/understanding-email-campaign-statuses.md): Overview Track the progress and performance of your email sends using campaign statuses in Email Marketing . Each campaign type Email Campaigns… - [Smart Send: Best Time Recommendation in Email Marketing Campaigns](https://docs.ghlcustomercare.com/docs/marketing/campaign-settings-functionalities/smart-send-best-time-recommendation-in-email-marketing-campaigns.md): Overview Smart Send helps you send emails at the best possible time to boost engagement. It analyses recipient activity (opens, clicks, and events) from… - [How To Build Check-in (Loop) Campaigns](https://docs.ghlcustomercare.com/docs/marketing/types-of-workflow-campaigns/how-to-build-check-in-loop-campaigns.md): A digital check-in and ticketing system allows businesses to manage customer visits, offers, and campaigns efficiently. This article provides a… - [Timezones with Campaign reminders of event dates](https://docs.ghlcustomercare.com/docs/marketing/types-of-workflow-campaigns/timezones-with-campaign-reminders-of-event-dates.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Next Day Campaigns For Event Followup](https://docs.ghlcustomercare.com/docs/marketing/types-of-workflow-campaigns/next-day-campaigns-for-event-followup.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [How To Build SMS Opt-In Campaigns](https://docs.ghlcustomercare.com/docs/marketing/types-of-workflow-campaigns/how-to-build-sms-opt-in-campaigns.md): SMS opt-in campaigns (or "text-in campaigns") are great for clients who want to rent billboards or send postcards with an offer that customers can claim… - [Repeating Reminders For Recurring Meetings & Events (Guest Post)](https://docs.ghlcustomercare.com/docs/marketing/types-of-workflow-campaigns/repeating-reminders-for-recurring-meetings-events-guest-post.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Google Lead Forms](https://docs.ghlcustomercare.com/docs/marketing/campaigns/google-lead-forms.md): Easily capture Google Lead Form submission with LC inbound webhooks . - [Campaign Verify (CV) Token Requirements for Political Toll-Free Messaging](https://docs.ghlcustomercare.com/docs/marketing/campaigns/campaign-verify-cv-token-requirements-for-political-toll-free-messaging.md): Learn how Campaign Verify (CV) Auth Tokens are required for Political Election Campaign toll-free messaging in GHL Customer Care beginning February 17, 2026. - [RSS Blocks In Email Builder](https://docs.ghlcustomercare.com/docs/marketing/rss-guide/rss-blocks-in-email-builder.md): Are you a business looking for a more efficient way to communicate with your customers? Consider using an RSS feed for emails! This powerful tool lets you easily distribute your content to subscribers, keeping them up-to-date on your latest news and pr - [RSS Email Body showing HTML tags?](https://docs.ghlcustomercare.com/docs/marketing/rss-guide/rss-email-body-showing-html-tags.md): Issue: RSS Email body shows html tags like this

Fix: Need to use Custom RSS Item element in the email builder, and instead of using… - [How-to Send RSS Email Campaign(s)](https://docs.ghlcustomercare.com/docs/marketing/rss-guide/how-to-send-rss-email-campaign-s.md): Introduction. RSS enables you as a business owner to deliver updates and newly published blog content via email. And, rather than sending an email every… - [A basic guide of RSS Campaign](https://docs.ghlcustomercare.com/docs/marketing/rss-guide/a-basic-guide-of-rss-campaign.md): In GHL Customer Care, you can include an RSS feed (Item and Header) in your direct and automated campaigns using the RSS content block. This allows your… - [Resend to Unopened for RSS and Batch Scheduled Emails](https://docs.ghlcustomercare.com/docs/marketing/rss-guide/resend-to-unopened-for-rss-and-batch-scheduled-emails.md): You now have more control when it comes to reconnecting with contacts who didn’t open your emails. Previously, the Resend to Unopened feature was limited… - [Email Templates vs Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/templates-2/email-templates-vs-email-campaigns.md): Difference between Email templates and campaigns - [How to import HTML Email Templates/ Campaigns](https://docs.ghlcustomercare.com/docs/marketing/templates-2/how-to-import-html-email-templates-campaigns.md): Are you tired of manually building email templates on different platforms, or do you happen to have several go-to template With the HTML Email builder, you can effortlessly import your pre-existing email templates from a variety of systems. This conveni - [Importing and Editing Mailchimp Email Templates in the GHL Customer Care Design Editor](https://docs.ghlcustomercare.com/docs/marketing/templates-2/importing-and-editing-mailchimp-email-templates-in-the-ghl-customer-care-design-editor.md): Learn how to import and edit Mailchimp email templates in GHL Customer Care’s Design Editor. Reuse layouts, customize visually, and simplify your email workflow. - [How to import Email Template(s) from ActiveCampaign](https://docs.ghlcustomercare.com/docs/marketing/templates-2/how-to-import-email-template-s-from-activecampaign.md): In order to import an email template from Active Campaign, please log in to your ActiveCampaign account before continuing this guide. - [Share Email Template across Agencies](https://docs.ghlcustomercare.com/docs/marketing/templates-2/share-email-template-across-agencies.md): This feature allows agency admins to easily share and manage email templates using a simple link. Follow this guide below to learn how to share templates… - [Whitelabel Email Template Sharing: Step-by-Step Guide](https://docs.ghlcustomercare.com/docs/marketing/templates-2/whitelabel-email-template-sharing-step-by-step-guide.md): You can create template share links that let sub-account users import a template directly into their own account. With a quick adjustment, these links… - [How to Edit an Email Template](https://docs.ghlcustomercare.com/docs/marketing/templates-2/how-to-edit-an-email-template.md): An email template is a reusable email layout or design that can be used multiple times when sending emails. Instead of creating an email from scratch… - [How to Set Up Nested Folders for Email Campaigns, Templates & Sequences](https://docs.ghlcustomercare.com/docs/marketing/templates-2/how-to-set-up-nested-folders-for-email-campaigns-templates-sequences.md): Learn how to use nested folders in GHL Customer Care to organize campaigns, templates, and sequences for faster navigation and scalable email - [Set Defaults for Custom Values in Emails](https://docs.ghlcustomercare.com/docs/marketing/templates-2/set-defaults-for-custom-values-in-emails.md): Learn how to set default values for custom values in GHL Customer Care emails to prevent blank personalization in subject lines, preview text, and email content. - [Spintax: Create dynamic email variations automatically](https://docs.ghlcustomercare.com/docs/marketing/templates-2/spintax-create-dynamic-email-variations-automatically.md): Improve personalization and reduce repetitive messaging by generating multiple content variations from one template. TABLE OF CONTENTS What is Spintax… - [Email Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/email-statistics.md): Tracking your emails is an important part of being a good sender and learning about how your users interact with your email. Every Campaign provides basic statistics along with the granular details. - [Understanding ROI Conversion Metrics for Tracking Email Campaigns](https://docs.ghlcustomercare.com/docs/marketing/statistics/understanding-roi-conversion-metrics-for-tracking-email-campaigns.md): More Tutorials from the Community https://youtu.be/j3EatZEd3wg?si=vhqp15dH3LsA_76o https://youtu.be/jjm-LKgqYY4 https://youtu.be/xCkz7G1fTWM… - [Guide to Email Campaign Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/guide-to-email-campaign-statistics.md): More Tutorials from the Community https://youtu.be/djbFA1EJ8To https://youtu.be/4VrNHSZLi_o https://youtu.be/43sYeRq535E https://youtu.be/zF4QTiyBh-Y The… - [Guide to click tracking in email campaigns](https://docs.ghlcustomercare.com/docs/marketing/statistics/guide-to-click-tracking-in-email-campaigns.md): This guide would explain the basic of click tracking and how to use it. What is Click Tracking? Click tracking is a feature that provides insights into… - [Workflow Email Actions Included in Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/workflow-email-actions-included-in-statistics.md): We’ve introduced a similar way to view for all your email campaign statistics—whether sent through workflows or email campaigns—for a more streamlined… - [Tag Contacts from Campaign Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/tag-contacts-from-campaign-statistics.md): Segmenting contacts just got easier! You can now add and automate tags directly from your campaign statistics page based on interactions like opens and… - [All-in-One Dashboard for Email Marketing](https://docs.ghlcustomercare.com/docs/marketing/statistics/how-to-access-the-all-in-one-dashboard-for-email-marketing.md): Access GHL Customer Care’s All-in-One Email Marketing Dashboard to track Campaigns, Workflows, and Bulk Actions in one view, with filters and top emails. - [Click Performance in Email Statistics](https://docs.ghlcustomercare.com/docs/marketing/statistics/click-performance-in-email-statistics.md): The Click Performance section provides detailed insights into how your audience interacts with the links in your email campaigns. It tracks metrics like… - [Email Statistics – Summary Page](https://docs.ghlcustomercare.com/docs/marketing/statistics/email-statistics-summary-page.md): The Summary section in Email Statistics provides a complete overview of your campaign’s performance after it’s been sent. It displays delivery, open, and… - [How to add/link a new payout method for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/how-to-add-link-a-new-payout-method-for-affiliates.md): How to add/link Affiliate's Paypal Account for Payouts - [How to Manage Affiliate Payouts and Commissions](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/how-to-manage-affiliate-payouts-and-commissions.md): Affiliate payouts are the amounts distributed to affiliates for each sale made through their efforts. This article will guide you through how commissions… - [What Payment Gateways supported in Affiliate manager for Product Sales?](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/what-payment-gateways-supported-in-affiliate-manager-for-product-sales.md): To enhance your experience, our platform supports the integration of four major payment gateways for product sales and transactions: Stripe NMI… - [How to pay your Affiliates](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/how-to-pay-your-affiliates.md): GHL Customer Care allows you to pay your affiliates using any provider or method of your choice, as long as you mark the payouts as completed. However, GHL Customer Care offers some… - [How to Set Up and Pay Affiliates Using PayPal Auto Payouts](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/how-to-set-up-and-pay-affiliates-using-paypal-auto-payouts.md): How to Set Up and Pay Affiliates Using PayPal Auto Payouts This guide will help you configure PayPal Payouts API with GHL Customer Care for paying your affiliates… - [FAQs for Affiliate Payouts](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/faqs-for-affiliate-payouts.md): TABLE OF CONTENTS What steps are mandatory to use the Auto Payout feature? How do I hide the PayPal button from my Funnel/Website's order forms after… - [Sub Account Affiliate Manager: Bulk Actions for Affiliate Commissions](https://docs.ghlcustomercare.com/docs/marketing/affiliate-payouts/sub-account-affiliate-manager-bulk-actions-for-affiliate-commissions.md): Speed up affiliate commission reviews with Bulk Actions in GHL Customer Care: approve, deny or delete multiple payouts at once to save time and reduce admin work. - [Overview of Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-ad-manager/overview-of-ad-manager.md): Learn how to use GHL Customer Care Ad Manager to run Facebook, Instagram, Google, and LinkedIn ads in one place. Includes setup, pricing, and reselling guidance. - [How to create a Meta Business Manager and Ad account?](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-ad-manager/how-to-create-a-meta-business-manager-and-ad-account.md): In this article we will be highlighting the steps that should be taken to create a Meta BM and an ad account under it. Once the ad account is created… - [Connecting Facebook Business Account to Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager-setup-and-configuration/connecting-facebook-business-account-to-ad-manager.md): When you integrate your Facebook account with Ad Manager, we ask for some necessary permissions to access your Business page. Prerequisite for Ad Manager… - [How to Get Started with Meta Campaigns in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager-setup-and-configuration/how-to-get-started-with-meta-campaigns-in-ad-manager.md): Learn how to activate Ad Manager in GHL Customer Care, connect a Meta ads account and Facebook page, and start managing Meta campaigns from Ad Manager. - [Setting a Facebook page as Default for Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-manager-setup-and-configuration/setting-a-facebook-page-as-default-for-ad-manager.md): In this article, we will be describing how to set a connected Facebook page from the list of all the connected pages as the default page. This page will… - [Audiences Tab Overview - Ad Manager Settings](https://docs.ghlcustomercare.com/docs/marketing/ad-manager-setup-and-configuration/audiences-tab-overview-ad-manager-settings.md): In this article, we will explore how to locate your existing custom and lookalike audiences, along with the actions you can take, such as creating a new… - [Ad Manager - Create New Facebook Ad Campaigns](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-create-new-facebook-ad-campaigns.md): Learn how to create Meta campaigns in GHL Customer Care, manage ad sets and ads, set budgets and audiences, and publish faster with clear testing limits and tips. - [How to create a Facebook form in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-a-facebook-form-in-ad-manager.md): In Ad Manager, while creating the Ad Campaign and selecting objective of Leads allows you to create or select the Facebook Form. - [Ad Manager: Campaign budget definition](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-campaign-budget-definition.md): In this article, we will be discussing about the budget definition process for an ad campaign in Ad Manager. Understanding your campaign budget Campaign… - [Ad Manager - Audience Controls](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-audience-controls.md): Learn how to set geographic and intended audience targeting in Ad Manager. Use interests, lookalikes, and retargeting to boost ad performance and reach. - [Create custom audiences in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/create-custom-audiences-in-ad-manager.md): Learn how to create Custom Audiences in GHL Customer Care Ad Manager and use them during campaign setup. Find the option in Settings or the campaign creation flow. - [Create lookalike audiences in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/create-lookalike-audiences-in-ad-manager.md): In this article we will be elaborating on the steps one needs to take to create Lookalike Audiences and how to use it during the campaign creation… - [Ad Manager: Create Ad campaigns using templates](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-create-ad-campaigns-using-templates.md): In this article, we will be discussing in detail about the template library integration with Ad Manager and ways to: 1. Create campaigns using templates… - [Ad Manager - Statistics of Ad campaigns](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-statistics-of-ad-campaigns.md): Monitor Google & Facebook ad performance in Ad Manager. Track clicks, ROI, leads, and sales to analyze results and optimize campaigns with data-driven insights. - [Carousel ads in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/carousel-ads-in-ad-manager.md): In this article, we will be discussing the steps taken to create carousel ads in the GHL Customer Care Ad Manager and how it is beneficial to the ad… - [Ad Manager: Clone a campaign](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-clone-a-campaign.md): The ability to clone a campaign can be highly beneficial and it is discussed in detail in the following section. TABLE OF CONTENTS What are the benefits… - [Editing a Published or In-Review Meta Ad Campaigns](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/editing-a-published-or-in-review-meta-ad-campaigns.md): In this article, we will understand the importance of editing a live campaign and how it can be done in Ad Manager. TABLE OF CONTENTS Why to edit a… - [How to create Customer List Custom Audience](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-customer-list-custom-audience.md): Learn how to create a Customer List Custom Audience in Ad Manager. Upload a CSV or use Smart Lists, and choose static or dynamic syncing for retargeting. - [Instagram Ads: Overview](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/instagram-ads-overview.md): In order to give users the option to publish their ad campaigns on Instagram too, we have added the option to either add their own Instagram professional… - [How to Create a Meta Click to Direct(CTX )Ad for Engagement](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-a-meta-click-to-direct-ctx-ad-for-engagement.md): In this article, we will discuss in detail the steps to create a Meta Ad for Engagement objective with added exceptions and limitations regarding how the… - [How to create a conversation form in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-a-conversation-form-in-ad-manager.md): In this article we will discuss in detail about the steps to be taken to create a new conversation form, used for the Engagement objective of Meta ads… - [How to create a Meta Sales objective campaign for Conversion](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/how-to-create-a-meta-sales-objective-campaign-for-conversion.md): In this article, we will discuss in detail the steps to create a Meta Ad for Sales objective with conversion locations as Messaging Apps and Website… - [Opportunity Score for Meta Campaigns](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/opportunity-score-for-meta-campaigns.md): Ad Manager Opportunity Score for Meta Campaigns Analyze your Meta campaign setup before publishing, spot configuration gaps, and apply priority… - [Ad Manager - Custom Values in Ad Copy](https://docs.ghlcustomercare.com/docs/marketing/ad-campaign-creation-and-management/ad-manager-custom-values-in-ad-copy.md): Insert reusable business details like name, city, and phone into Meta, Google, and LinkedIn ad copy. Build campaigns faster with Custom Values in Ad Manager. - [How to Send Meta Conversion Data from GHL Customer Care Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/facebook-conversion-api-capi/how-to-send-meta-conversion-data-from-ghl-customer-care-ad-manager.md): Sending conversion data from GHL Customer Care to Meta helps improve campaign measurement, attribution, and optimization by connecting meaningful customer… - [How to send a Meta Conversion API action for Ad Manager?](https://docs.ghlcustomercare.com/docs/marketing/facebook-conversion-api-capi/how-to-send-a-meta-conversion-api-action-for-ad-manager.md): In this article we will be talking about the process of creating a workflow for sending back Conversion API action to Meta and the newly added ad manager… - [Workflow Trigger - Affiliate Enrolled In Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/workflow-trigger-affiliate-enrolled-in-campaign.md): Learn how to use the Affiliate Enrolled In Campaign trigger in GHL Customer Care to automate onboarding, send alerts, and personalize communication with ease. - [Why Use Affiliate Automations?](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/why-use-affiliate-automations.md): Managing an affiliate program can be time-consuming, especially as your network of affiliates grows. Automating repetitive tasks and processes allows you… - [Getting started with Affiliate Automations](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/getting-started-with-affiliate-automations.md): Learn how to use Affiliate Manager automations in GHL Customer Care. Set up key workflow triggers and actions to onboard affiliates, assign leads, and track sales. - [Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/automate-affiliate-sales-follow-ups-with-the-new-affiliate-sale-trigger.md): Want to save time and maintain communication with Contacts after an affiliate sale? The New Affiliate Sale trigger in Workflows helps you automatically… - [Automate Lead Assignment & Notifications in Affiliate Manager Workflows](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/automate-lead-assignment-notifications-in-affiliate-manager-workflows.md): Work smarter and keep affiliates motivated by automating lead-related actions in your workflows. With the powerful combination of the "Lead Created"… - [Automating Affiliate Commissions with 'Add Manual Sales For An Affiliate' Workflow Action](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/automating-affiliate-commissions-with-add-manual-sales-for-an-affiliate-workflow.md): The "Add Manual Sales For An Affiliate" action in workflows enables you to efficiently manage and assign manual sales to specific affiliates within… - [TypeScript/JavaScript SDK for OAuth 2.0 Automation](https://docs.ghlcustomercare.com/docs/marketing/affiliate-manager-automation/typescript-javascript-sdk-for-oauth-2-0-automation.md): API Development TypeScript/JavaScript SDK for OAuth 2.0 Automation A developer-friendly SDK that automates OAuth 2.0 workflows, token management, and API… - [Inclusion of Ad Manager in Snapshots](https://docs.ghlcustomercare.com/docs/marketing/reselling-ad-manager/inclusion-of-ad-manager-in-snapshots.md): In this article, we will be discussing the steps needed to duplicate Ad campaigns from one sub-account to another using snapshots. Using Snapshots… - [How to Enable and Resell Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/reselling-ad-manager/how-to-enable-and-resell-ad-manager.md): Learn how to enable and resell Ad Manager in GHL Customer Care, choose pricing plans, and offer tailored ad services to your sub-accounts for added revenue. - [How to resell Ad Manager with your SaaS plan](https://docs.ghlcustomercare.com/docs/marketing/reselling-ad-manager/how-to-resell-ad-manager-with-your-saas-plan.md): The option to resell Ad Manager with SaaS plans as an add on is now available inside the SaaS Configurator. Addition of Ad Manager as a bundle add on… - [Glossary](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/glossary.md): Understand all the recurring and useful terms in the affiliate manager - [Affiliate Manager Walkthrough Videos](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/affiliate-manager-walkthrough-videos.md): Looking to get started with your affiliate campaigns quickly? This guide is here to help! - [How does the Affiliate Manager work?](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/how-does-the-affiliate-manager-work.md): Understand the basics of the Affiliate Manager - [Managing Multiple Campaigns in Affiliate Marketing](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/managing-multiple-campaigns-in-affiliate-marketing.md): Campaigns are an essential way to organize your affiliates, allowing you to segment them into different groups based on products, services, or commission… - [How to Migrate from FirstPromoter to GHL Customer Care Affiliate Manager](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/how-to-migrate-from-firstpromoter-to-ghl-customer-care-affiliate-manager.md): Learn how to migrate FirstPromoter campaigns, affiliates, referrals, and commissions to GHL Customer Care and configure links and tracking after import. - [Affiliate Manager: Improved Media Library](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/affiliate-manager-improved-media-library.md): We’ve listened to your feedback and made major improvements to the Affiliate Manager: Media Library! Now, it's easier than ever to upload, download, and… - [Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions](https://docs.ghlcustomercare.com/docs/marketing/getting-started-w-affiliate-manager/affiliate-manager-import-firstpromoter-campaigns-affiliates-commissions.md): Move FirstPromoter campaigns, affiliates, and commissions into GHL Customer Care with a guided import. Clean contacts, preserved history, and fast setup—no CSVs. - [Prerequisite to Launch Your First Affiliate Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/prerequisite-to-launch-your-first-affiliate-campaign.md): Before you can launch your first affiliate campaign, make sure to complete the following steps: Enable Stripe Connect : Set up Stripe Connect for… - [How to create an Affiliate Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-create-an-affiliate-campaign.md): Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process… - [How to Set Up Multi-Tier Commissions](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-multi-tier-commissions.md): TABLE OF CONTENTS Introduction to Multi-Tier Commissions How Multi-Tier Commissions Work Example 1 Example 2 Steps to Set Up Multi-Tier Commissions… - [How to track leads from an Affiliate Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-track-leads-from-an-affiliate-campaign.md): Lead tracking is a crucial aspect of any successful affiliate marketing campaign. By automating the process of tracking leads from forms, surveys, and… - [How to Set Up and Pay Affiliates for Generating Leads](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-and-pay-affiliates-for-generating-leads.md): Introduction Affiliate marketing programs can benefit from diverse commission structures. While traditional models often focus on pay-per-sale, our… - [FAQs for Affiliate Campaigns](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/faqs-for-affiliate-campaigns.md): TABLE OF CONTENTS Can an affiliate be part of multiple campaigns? My Affiliate Campaign won't publish. What can I do? Where can I find my affiliate Links… - [Referral Link Click Tracking for Affiliate Campaigns](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/referral-link-click-tracking-for-affiliate-campaigns.md): Track affiliate referral link clicks in real time across Manager Dashboard, Affiliate List, Profiles, and the Affiliate Portal to optimize campaigns and ROI. - [How to Use Commission Length & Variable Commissions in Affiliate Manager](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-use-commission-length-variable-commissions-in-affiliate-manager.md): Overview The new Commission Length and Variable Commissions Over Time features allow you to customize how and for how long affiliates are rewarded for… - [Affiliate Manager External Website Support](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/affiliate-manager-external-website-support.md): Big News! You can now run affiliate campaigns on any external website—not just GHL Customer Care websites and funnels. This game-changing update allows your affiliates… - [How to Add Affiliates in the Affiliate Manager](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-add-affiliates-in-the-affiliate-manager.md): Affiliates are individuals or businesses that promote your products or services and earn commissions based on the sales or leads they generate. Using… - [How to Add Sub-Affiliates in the Affiliate Manager](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-add-sub-affiliates-in-the-affiliate-manager.md): Sub-affiliates are affiliates who work under a parent affiliate. They promote products or services through their own networks, and the parent affiliate… - [How to Navigate the Affiliate Profile Page for Efficient Management](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-navigate-the-affiliate-profile-page-for-efficient-management.md): The Affiliate Profile Page provides a comprehensive view of affiliate performance, allowing users to manage and track affiliate activities from one… - [How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-use-the-affiliate-portal-a-comprehensive-guide-for-affiliates.md): The Affiliate Portal (also referred to as the Client Portal) is a dedicated platform designed to help affiliates easily track and manage their… - [How to add Manual Sales](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-add-manual-sales.md): Manual Sale Attribution empowers admins to credit affiliates for sales, even when affiliate links weren’t used or the sales occurred offline. This… - [How to Set Custom Affiliate Commissions](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-set-custom-affiliate-commissions.md): Affiliate-Level Commission Settings: Customize and Reward Top Performers Managing affiliate commissions effectively is key to motivating affiliates and… - [How to track Affiliate sales using coupons](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-track-affiliate-sales-using-coupons.md): GHL Customer Care enables you to effectively track your affiliates and influencers through referral links and coupon codes. Coupon codes are particularly useful in… - [FAQs for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/faqs-for-affiliates.md): TABLE OF CONTENTS How Do New Affiliates Get Their Unique Referral Link? Can Sales Be Tracked Using Coupon Codes? Can I Customize the Referral ID for My… - [Managing Customers under Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/managing-customers-under-affiliates.md): Managing Customers under Affiliates - [Manage Affiliates with Quick Campaign Actions](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/manage-affiliates-with-quick-campaign-actions.md): Manage affiliates faster with GHL Customer Care’s Quick Campaign Actions—add, remove, suspend, or move them between campaigns in seconds. - [How to Automatically Level Up Affiliates Based on Performance](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-automatically-level-up-affiliates-based-on-performance.md): Automatically promote affiliates to a higher-tier campaign when they reach specific goals - [Reassigning CRM Contacts Between Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/reassigning-crm-contacts-between-affiliates.md): Reassign an affiliate’s linked CRM contact in GHL Customer Care to fix campaign registration conflicts and keep commissions, reports & workflows accurate and clean. - [Affiliate Pay Per Sale for Forms, Surveys, Calendars](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/affiliate-pay-per-sale-for-forms-surveys-calendars.md): Learn how to set up Pay Per Sale commissions for Forms, Surveys, and Calendars in Affiliate Manager and reward affiliates for qualifying purchases and sales. - [Affiliate Manager Dashboard](https://docs.ghlcustomercare.com/docs/marketing/affiliate-reporting-and-insights/affiliate-manager-dashboard.md): The Affiliate Manager Dashboard is designed to streamline your affiliate management tasks, providing you with essential metrics and insights to optimize… - [How to analyze workflow campaigns?](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/how-to-analyze-workflow-campaigns.md): TABLE OF CONTENTS What is Workflow Campaigns? Why is This Beneficial?: How to Use What is Workflow Campaigns? Workflow campaigns refer to the combination… - [Managing Email Templates in Workflow Steps](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/managing-email-templates-in-workflow-steps.md): Learn how to use, edit, and manage email templates in GHL Customer Care workflows. Safely customize content in Send Email actions without affecting original templates. - [Snapshot Workflow Email Action – Enhanced Flow](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/snapshot-workflow-email-action-enhanced-flow.md): Template management is now simpler. Only original templates and workflows appear in the target location, while linked email action templates are handled… - [How to use the Sync Edit Checkbox for Email Actions in Workflows(Continuous Sync)](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/how-to-use-the-sync-edit-checkbox-for-email-actions-in-workflows-continuous-sync.md): The new Sync Changes feature gives you control over whether changes in your workflow’s email action should update the template or not. Enable or disable… - [New UI for Email Actions in workflows](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/new-ui-for-email-actions-in-workflows.md): The Email Action in Workflows has been redesigned for simplicity and consistency. You can now compose, customize, and analyze emails seamlessly within… - [New UI for Email creation via Bulk action in Contacts](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/new-ui-for-email-creation-via-bulk-action-in-contacts.md): The redesigned Bulk Email Builder inside GHL Customer Care’s Contacts screen provides a modern, unified experience for creating and sending bulk emails… - [Jira - Actions and Triggers in Workflows](https://docs.ghlcustomercare.com/docs/marketing/workflow-email-action/jira-actions-and-triggers-in-workflows.md): Connect Jira with GHL Customer Care Workflows to automate issue creation and updates, add comments and files, link related issues, log work, and manage sprints easily. - [How to cancel Ad Manager subscription for a sub-account?](https://docs.ghlcustomercare.com/docs/marketing/troubleshooting-ad-manager/how-to-cancel-ad-manager-subscription-for-a-sub-account.md): In this article we will be discussing on the steps to be taken by a sub-account who no longer desires to continue its Ad Manager subscription. TABLE OF… - [Meta: Custom Audiences and Conversions restrictions](https://docs.ghlcustomercare.com/docs/marketing/troubleshooting-ad-manager/meta-custom-audiences-and-conversions-restrictions.md): Beginning September 2, 2025, we will begin rolling out more proactive restrictions on custom audiences and custom conversions that may include… - [Connect Google with Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/google-ads/connect-google-with-ad-manager.md): As part of this article, we will be discussing the onboarding flow which includes connecting your Google account and the Ad account you want to use with… - [Ad Manager - Create a Google Search Ad Campaign](https://docs.ghlcustomercare.com/docs/marketing/google-ads/ad-manager-create-a-google-search-ad-campaign.md): Build, configure & publish Google Ads with Ad Manager in GHL Customer Care. Use ad groups, custom targeting & A/B testing to streamline and scale ad campaigns easily. - [How to view Google Ad Campaign Statistics in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/google-ads/how-to-view-google-ad-campaign-statistics-in-ad-manager.md): This guide explains how to view detailed statistics for your Google Ad Campaigns using the Ad Manager statistics tab in GHL Customer Care. You can review… - [Ad Manager - Create & Manage Google Ads Offline Conversions](https://docs.ghlcustomercare.com/docs/marketing/google-ads/ad-manager-create-manage-google-ads-offline-conversions.md): GHL Customer Care's Ad Manager allows you to create, manage, and edit Google Ads offline conversion actions — directly from within the platform. This… - [Multiple Ad Groups in Google Ads Campaigns](https://docs.ghlcustomercare.com/docs/marketing/google-ads/multiple-ad-groups-in-google-ads-campaigns.md): This article will show you how to create and manage Google Ads campaigns with multiple ad groups using GHL Customer Care’s Ad Manager! You can now… - [Ad Manager - Configure Google Ads Additional Assets at Campaign Level](https://docs.ghlcustomercare.com/docs/marketing/google-ads/ad-manager-configure-google-ads-additional-assets-at-campaign-level.md): Easily set Business Logos, Image Assets, Call Extensions & Sitelinks at the campaign level in Google Ads. Ensure consistency across all ad groups & formats. - [Ads Manager - Audience Segments for Google Ads](https://docs.ghlcustomercare.com/docs/marketing/google-ads/ads-manager-audience-segments-for-google-ads.md): Manage and target Google Audience Segments in GHL Customer Care—Customer Match, Website Visitors, Interest and Lookalike—with inline creation and dual‑tab targeting. - [How to create Google Demand Gen campaigns in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/google-ads/how-to-create-google-demand-gen-campaigns-in-ad-manager.md): Learn how to create Google Demand Gen campaigns in GHL Customer Care Ad Manager, choose the right goal, set targeting, add creatives, and publish with confidence. - [Guide to Changing Agency System Email Templates](https://docs.ghlcustomercare.com/docs/marketing/others/guide-to-changing-agency-system-email-templates.md): Learn how to customize and edit system email templates in your GHL Customer Care agency account. Learn where to find the templates and use custom values. - [Email Actions for Company & Custom Object Workflows](https://docs.ghlcustomercare.com/docs/marketing/others/email-actions-for-company-custom-object-workflows.md): Learn how to send automated emails from Company and Custom Object workflows in GHL Customer Care. Enable email actions, configure associations, and automate communications. - [Creating and Managing LinkedIn Ads in GHL Customer Care Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/linkedin-ads/creating-and-managing-linkedin-ads-in-ghl-customer-care-ad-manager.md): Create and manage LinkedIn B2B ad campaigns in GHL Customer Care Ad Manager. Connect your LinkedIn account and track ad performance easily. - [How to create a LinkedIn ad campaign in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/linkedin-ads/how-to-create-a-linkedin-ad-campaign-in-ad-manager.md): Ad Manager organizes LinkedIn advertising into a three-level hierarchy : Campaign Group : The top-level container. Campaign : Defines budget, audience… - [How to create a LinkedIn lead form in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/linkedin-ads/how-to-create-a-linkedin-lead-form-in-ad-manager.md): LinkedIn Lead Forms allow you to capture user details directly within LinkedIn ads, without requiring them to leave the platform. Ad Manager makes it… - [Audience targeting for LinkedIn campaigns in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/linkedin-ads/audience-targeting-for-linkedin-campaigns-in-ad-manager.md): Audience targeting defines who will see your LinkedIn ads . Ad Manager gives you powerful controls to build precise audiences while keeping the setup… - [Understanding LinkedIn statistics in Ad Manager](https://docs.ghlcustomercare.com/docs/marketing/linkedin-ads/understanding-linkedin-statistics-in-ad-manager.md): GHL Customer Care Ad Manager provides an integrated dashboard for tracking your LinkedIn ad performance alongside Meta and Google campaigns. With LinkedIn… - [How to create an email sequence?](https://docs.ghlcustomercare.com/docs/marketing/email-sequences-beta-labs/how-to-create-an-email-sequence.md): Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. Walkthrough video TABLE OF… - [Email Sequences in GHL Customer Care](https://docs.ghlcustomercare.com/docs/marketing/email-sequences-beta-labs/email-sequences-in-ghl-customer-care.md): Learn how to create Email Sequences in GHL Customer Care with threaded follow-ups, delays, conditions, Stop on Reply, and sequence-level statistics. ## Payments - [How-to add Taxes Overview](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-taxes-overview.md): Efficiently managing taxes for your business is crucial for staying compliant and organized. The Tax Settings feature in your CRM streamlines this process, allowing you to add, manage, and apply taxes easily. This powerful tool saves time, reduces errors. - [Using Apple Pay and Google Pay in order forms](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/using-apple-pay-and-google-pay-in-order-forms.md): Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customers. These payment methods offer convenience, security, and speed that traditional payment methods cannot match. - [Customize Email and SMS notifications for invoicing](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/customize-email-and-sms-notifications-for-invoicing.md): This new feature lets businesses make email and text notifications for invoicing instead of using the system's default ones. You can also choose which notifications to send and add info like customer details and invoice amount. ​ - [How to manage Refunds within the CRM?](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-manage-refunds-within-the-crm.md): The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments. - [How to Manage Sales Receipts for Order Form, Calendar and Invoice payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-manage-sales-receipts-for-order-form-calendar-and-invoice-payments.md): Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient rece - [Selling products on order forms with available payment providers](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/selling-products-on-order-forms-with-available-payment-providers.md): Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2. (Note: All new funnels and websites are created… - [How to Send Confirmations After a Purchase/Order](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-send-confirmations-after-a-purchase-order.md): GHL Customer Care enables businesses to send automated confirmation emails to customers after a purchase. These emails include detailed information about… - [List of countries and bank acquirers available with NMI](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/list-of-countries-and-bank-acquirers-available-with-nmi.md): Merchants can process payments within GHL Customer Care using an NMI integration. Businesses can open an account with the relevant acquirer in the list provided below… - [Manage payment methods displayed with Stripe integration](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/manage-payment-methods-displayed-with-stripe-integration.md): LeadConnector displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments… - [How to Streamline Payments with Automated Invoice Reminders](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-streamline-payments-with-automated-invoice-reminders.md): Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly… - [How to Add Recurring Products to Your Products List in Documents and Contracts](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-recurring-products-to-your-products-list-in-documents-and-contracts.md): What's new? You can now add recurring products to your product list in Document Builder If your product has a set up fee associated, it would show up as… - [How to Implement Direct Checkout in Email Campaigns](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-implement-direct-checkout-in-email-campaigns.md): Our latest release simplifies adding product elements to email campaigns and setting up direct checkout. TABLE OF CONTENTS Problem Statement: What We… - [How to Use the Manual Payment Method in Your Ecommerce Store](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-use-the-manual-payment-method-in-your-ecommerce-store.md): Store owners can now collect payments manually from buyers for any order. Buyers can complete checkout by selecting a manual payment method and then pay… - [How to Use BNPL in Order Forms and Payment Links](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-use-bnpl-in-order-forms-and-payment-links.md): We are excited to announce that Buy Now Pay Later (BNPL) payment methods are now supported in Order Forms and Payment Links. This is applicable for both… - [How to Enable Editable Quantities in Payment Links](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-enable-editable-quantities-in-payment-links.md): TABLE OF CONTENTS What's New? How to Use? Why We Built It? What's New? We’ve added a new feature that lets your customers edit product quantities… - [Multiple recipient support on Proposals and Estimates](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/multiple-recipient-support-on-proposals-and-estimates.md): Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document This… - [Tax Inclusive or Exclusive Pricing](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/tax-inclusive-or-exclusive-pricing.md): This help article explains the difference between tax-inclusive and tax-exclusive pricing in GHL Customer Care and guides you through setting up the… - [VAT FAQs](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/vat-faqs.md): Learn why GHL Customer Care adds VAT, GST, or HST to invoices. Understand tax rules by country and when your tax ID affects billing compliance for your location. - [How to add and manage your customer's cards on file](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-and-manage-your-customer-s-cards-on-file.md): Overview Managing customer payment methods efficiently is essential for streamlining transactions and ensuring a seamless customer experience. This… - [What happens in case of a payment failure for a Subscription?](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/what-happens-in-case-of-a-payment-failure-for-a-subscription.md): What happens when a subscription payment fails. Learn about invoices, retry attempts, and how customers can update payment methods or cancel subscriptions. - [Custom Values and Partial Quantity Support for Estimates](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/custom-values-and-partial-quantity-support-for-estimates.md): What is Custom Values and Partial Quantity Support for Estimates? Custom Values and Partial Quantity Support enhance the flexibility of estimates for… - [Coupon Application on Subscription Products](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/coupon-application-on-subscription-products.md): Overview The coupon creation flow now includes the ability to define how long a coupon should be applied to a subscription product. Businesses can… - [How to Manage Stripe Payment Methods inside GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-manage-stripe-payment-methods-inside-ghl-customer-care.md): Manage Stripe payment methods directly in GHL Customer Care. Simplify payments across invoices, funnels, and stores while gaining full control in one dashboard. - [Using Square as a Payment Provider for POS and Mobile Payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/using-square-as-a-payment-provider-for-pos-and-mobile-payments.md): Accept In-Person Payments Using Square on the GHL Customer Care and LeadConnector Mobile Apps This article will show you how to start accepting in-person… - [Tap to Pay on Square for POS and Mobile Payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/tap-to-pay-on-square-for-pos-and-mobile-payments.md): Learn how to connect Square and use Tap to Pay in GHL Customer Care mobile POS to accept contactless cards and digital wallet payments directly from your phone. - [Adding Processing Charges or Additional Fees to Customer Payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/adding-processing-charges-or-additional-fees-to-customer-payments.md): Easily view and analyze processing charges in GHL Customer Care reports, filter by date range, channel or custom label, and export detailed fee data for straightforward reconciliation. - [How to Setup and Use International Automatic Taxes](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-setup-and-use-international-automatic-taxes.md): Configure automatic tax calculations for global markets including the US, Canada, and EU to ensure accurate location-based tax compliance in GHL Customer Care. - [CDN Caching on Core Payment Pages](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/cdn-caching-on-core-payment-pages.md): This article explains how CDN Caching dramatically improved load times for core payment pages in GHL Customer Care, leading to faster performance and… - [Assigning User Permissions for Payments Module](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/assigning-user-permissions-for-payments-module.md): Overview Roles & Permissions for payment operations have been redesigned. Instead of one generic “Payments” block, there are now six dedicated sections… - [Configure Payment Providers by Channel](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/configure-payment-providers-by-channel.md): Learn how to configure payment providers by channel in GHL Customer Care. Optimize payment routing, manage Live and Test modes, and improve checkout performance. - [Configure your Stripe account for Nacha compliance](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/configure-your-stripe-account-for-nacha-compliance.md): Overview Stripe is tightening requirements for ACH Direct Debit to align with Nacha operating rules. If you accept US bank account payments through… - [Domain Redemption Period: Why a Redemption Fee Is Required and How Recovery Works](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/domain-redemption-period-why-a-redemption-fee-is-required-and-how-recovery-works.md): Learn what the domain redemption period is, why a redemption fee is charged, typical recovery costs, and how to restore an expired domain in GHL Customer Care. - [Coupon Targeting by Product, Price, and Variant](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/coupon-targeting-by-product-price-and-variant.md): *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-scroll-anchor="true" data-testid="conversation-turn-10"… - [Automatic Tax Calculation with Stripe for SaaS Subscriptions](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/automatic-tax-calculation-with-stripe-for-saas-subscriptions.md): Learn how to enable automatic tax calculation in GHL Customer Care using Stripe Tax. Ensure compliance, accurate billing, and flexible SaaS pricing globally. - [How to Customize Product Selector Styles on the Product Details Page](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-customize-product-selector-styles-on-the-product-details-page.md): Learn how to customize Product Details Page selector styles in GHL Customer Care using Dropdown or Pills for variants, pricing, quantities, and upsells. - [Payments Tab in Contacts and Opportunities on Mobile](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/payments-tab-in-contacts-and-opportunities-on-mobile.md): Managing payment activity from the GHL Customer Care mobile app is now faster and more connected to the customer or deal you are already working on. The… - [Tap to Pay](https://docs.ghlcustomercare.com/docs/payments/mobile-payments-tap-to-pay/tap-to-pay.md): Simplify your checkout experience with a swift and secure way to make payments. - [Automatic Taxes on Mobile](https://docs.ghlcustomercare.com/docs/payments/mobile-payments-tap-to-pay/automatic-taxes-on-mobile.md): Learn how to enable Automatic Taxes in GHL Customer Care mobile app to calculate taxes on invoices, POS, and estimates using customer location and product tax codes. - [Invoices - New revamped UI](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/invoices-new-revamped-ui.md): What’s New? We’ve revamped the invoice design with a fresh layout, featuring a preview on the right side and editing options on the left. You can switch… - [Bank-Only Transfers for Invoice Payments (SEPA & ACH)](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/bank-only-transfers-for-invoice-payments-sepa-ach.md): This article explains how to configure invoices to support bank-only transfers in GHL Customer Care. This new feature provides businesses with the… - [How to Edit Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-edit-recurring-invoices.md): TABLE OF CONTENTS What’s New? Enhanced Editing Capabilities for Recurring Invoices How to Use the New Features Why We Built It What’s New? Enhanced… - [How to View Invoices and Download Receipts in the Mobile App](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-view-invoices-and-download-receipts-in-the-mobile-app.md): More Tutorials from the Community https://youtu.be/lMv5YjmBoNQ https://youtu.be/uZ9Am63DHe0 https://youtu.be/7VaJo57KBFw https://youtu.be/Linp_vh9HTY - [Setting up QuickBooks Integration](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/setting-up-quickbooks-integration.md): Learn how to use the 2-way integration between GHL Customer Care and QuickBooks. TABLE OF CONTENTS More Tutorials From the Community What does the… - [Editing of Payment Schedules and Partially Paid Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/editing-of-payment-schedules-and-partially-paid-invoices.md): This article will show you how to edit invoices even after they’ve been partially paid. You can now update invoice details, product line items, payment… - [PDF Generation for Invoices and Receipts](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/pdf-generation-for-invoices-and-receipts.md): This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in GHL Customer Care. This update enhances performance… - [Import Invoices Using CSV](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/import-invoices-using-csv.md): This article will show you how to quickly import invoices from external platforms using a CSV file. Whether you're migrating from another system or… - [Attachments in Estimates and Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/attachments-in-estimates-and-invoices.md): You can now attach up to 10 files (with a 20MB total size limit ) directly to your estimates, invoices, recurring invoices, and estimate templates . This… - [How To Link Opportunities with Invoices and Estimates](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-link-opportunities-with-invoices-and-estimates.md): Learn how to link invoices and estimates to Opportunities in GHL Customer Care. Connect records from an Opportunity, the Payments tab, or automate linking with workflows. - [Create Estimates using Templates on Mobile(v3.98.1)](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/create-estimates-using-templates-on-mobile-v3-98-1.md): Use estimate templates on the GHL Customer Care mobile app (v3.98.1) to create, send, and track professional estimates fast. Supports Direct Payments and workflows. - [Xero Integration with GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/xero-integration-with-ghl-customer-care.md): Sync invoices from GHL Customer Care to Xero with contacts, line items, discounts, taxes, and currencies. One GHL Customer Care account connects to one Xero org. - [How to view all "Chart of Accounts" in Xero Integration?](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-view-all-chart-of-accounts-in-xero-integration.md): If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in… - [How to Create Invoices in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-invoices-in-ghl-customer-care.md): Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do. You can easily create invoices from within the system​. - [How to Create and Manage Recurring Invoices in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care.md): Learn how to create recurring invoices in GHL Customer Care. Set frequency, track status, and automate billing to save time and streamline customer payments. - [How to Use Partial Payment for Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-use-partial-payment-for-invoices.md): More Tutorials from the Community https://www.youtube.com/watch?v=EFSqKgxke88 https://youtu.be/LKgoPzDZgM0 https://youtu.be/nWvxS5gKKgw… - [Common use cases for Payments and Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/common-use-cases-for-payments-and-invoices.md): Payments are used to pay for goods or services. They can be made by credit card, debit card, bank transfer, cheque, cash, or any other method of payment. - [Apple Pay and Google Pay in invoices and Text2Pay links](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/apple-pay-and-google-pay-in-invoices-and-text2pay-links.md): Apple Pay and Google Pay are now supported with one-time and recurring invoices as well as Text2Pay links. Your customers will see Apple Pay and Google… - [ACH Debit payment method on invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/ach-debit-payment-method-on-invoices.md): ACH Direct Debit is now available as a payment method on invoices. This supports one-time invoices, Text2Pay links, and recurring invoices along with… - [How to Set Up Flexible Payment Plans in Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-set-up-flexible-payment-plans-in-invoices.md): We are excited to announce capability to add Payment plans to invoices Users can now split their invoices into a payment plan installments A split can be… - [Auto Payments in Recurring Templates](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/auto-payments-in-recurring-templates.md): Learn how GHL Customer Care Auto Payments charge recurring invoices automatically, card options, failure retries, notifications, edits, and best practices. - [How to Add Setup Fees to Your Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-add-setup-fees-to-your-recurring-invoices.md): Let's say you have a product with an initial setup fee and then a monthly recurring charge. So far, you were not able to use a single invoice to let the… - [How to add Payment Plans to your Invoices?](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-add-payment-plans-to-your-invoices.md): You can now add payment plans and split a single invoice into multiple scheduled payments. - [How to Create and Send Estimates Using in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-send-estimates-using-in-ghl-customer-care.md): TABLE OF CONTENTS What's New? How to Use? Access Estimates Create an Estimate: Users/sender can accept/reject this estimate Convert to Invoice Track… - [Mobile: AutoPayment in Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/mobile-autopayment-in-recurring-invoices.md): Enable card Auto-Payment on mobile recurring invoices. Choose saved or customer cards, convert POS to invoice, and automate on-time collections. - [Add Product Images to Estimates in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/add-product-images-to-estimates-in-ghl-customer-care.md): Learn how to add up to four photos per estimate line item in GHL Customer Care. Create visual proposals clients approve faster using built-in Media Storage. - [Customizing Invoice Layouts](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/customizing-invoice-layouts.md): Change invoice colors, button text, sections, and labels in GHL Customer Care. Add custom business fields, preview live, and save a professional, on-brand layout. - [How to send your first Invoice using GHL Customer Care?](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-send-your-first-invoice-using-ghl-customer-care.md): Invoicing is a critical part of any business, helping you track revenue and ensuring you are paid promptly for your work. You can easily create and… - [How to Display Business and Client Tax IDs on Invoices?](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-display-business-and-client-tax-ids-on-invoices.md): TABLE OF CONTENTS Create Custom Fields and Values 1. Creating custom field called Tax ID which will be available to fill against every contact. 2… - [Flexible Invoice Editing for Partially Paid Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/flexible-invoice-editing-for-partially-paid-invoices.md): Edit partially paid invoices in GHL Customer Care without reissuing them. Update invoice details, products, taxes, and payment schedules while preserving payments. - [Send GHL Customer Care Documents and Contracts via SMS](https://docs.ghlcustomercare.com/docs/payments/documents-and-contracts/send-ghl-customer-care-documents-and-contracts-via-sms.md): Learn how to send documents and contracts via SMS in GHL Customer Care. Configure defaults, create SMS templates, and deliver contracts faster with higher visibility. - [Capture Feedback and Automate Follow-Ups With Decline Documents Feature](https://docs.ghlcustomercare.com/docs/payments/documents-and-contracts/capture-feedback-and-automate-follow-ups-with-decline-documents-feature.md): Learn how to use Decline Documents in GHL Customer Care to capture client feedback, trigger automations, and track declined documents for better follow-up. - [Payments - What Is Listed on the Subscriptions Page?](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/payments-what-is-listed-on-the-subscriptions-page.md): Learn what appears on the GHL Customer Care Payments Subscriptions page, how statuses sync, what details are shown, and how eligible SaaS V1 plan changes stay aligned. - [Subscription & Refund trigger for payments](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/subscription-refund-trigger-for-payments.md): With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the… - [Subscription Settings - Failed Payment Retries](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/subscription-settings-failed-payment-retries.md): TABLE OF CONTENTS What is Failed Payment Retry Configuration? Key Benefits of Failed Payment Retry Configuration How to Configure Failed Payment Retries… - [Pause and Resume Subscriptions](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/pause-and-resume-subscriptions.md): Our flexible ‘Pause and Resume Subscription’ feature gives customers the freedom to temporarily pause one of their subscription whenever they need… - [Import Transactions and Orders using CSV files](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/import-transactions-and-orders-using-csv-files.md): This article will show you how to import historical transactions and orders into your GHL Customer Care sub-account using CSV files. This allows businesses to… - [How to Modify Existing Subscriptions](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/how-to-modify-existing-subscriptions.md): Overview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates . This helps manage customer needs… - [Shipping Profiles: Custom Shipping Rates and App Integrations](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/shipping-profiles-custom-shipping-rates-and-app-integrations.md): Learn how to create and manage Shipping Profiles in GHL Customer Care to set accurate, product-based shipping rates and ensure smooth checkout for your ecommerce store. - [Export or Download Transactions as CSV](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/export-or-download-transactions-as-csv.md): Learn how to export transactions as a CSV in GHL Customer Care Payments. Filter by date, status, and payment source, then download the report for accounting. - [Export or Download Orders as CSV](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/export-or-download-orders-as-csv.md): This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product… - [Export or Download Subscriptions as CSV](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/export-or-download-subscriptions-as-csv.md): This help document explains how to export Subscriptions into a detailed CSV file for compliance, revenue analytics, retention monitoring, and billing… - [In-App Cancellation for Reselling Subscriptions](https://docs.ghlcustomercare.com/docs/payments/orders-subscriptions-and-transactions/in-app-cancellation-for-reselling-subscriptions.md): Learn how subaccount users can view, manage, and cancel eligible reselling subscriptions from Settings > Billing > Subscriptions in GHL Customer Care. - [How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)](https://docs.ghlcustomercare.com/docs/payments/payment-links/how-to-set-up-a-payment-link-for-multiple-products-one-time-recurring.md): Learn how to create GHL Customer Care payment links with multiple one-time and recurring products. Streamline checkout, boost sales, and simplify product bundling. - [How to Customize Payment Links with Your Brand Colors](https://docs.ghlcustomercare.com/docs/payments/payment-links/how-to-customize-payment-links-with-your-brand-colors.md): Learn how to apply your brand colors & styles to GHL Customer Care payment links using Brand Boards or custom themes. Boost trust & create consistent user experiences. - [Text-To-Pay Links](https://docs.ghlcustomercare.com/docs/payments/payment-links/text-to-pay-links.md): Learn how to set up and send Text-To-Pay links in GHL Customer Care via SMS - [Payment Links](https://docs.ghlcustomercare.com/docs/payments/payment-links/payment-links.md): Sell products or services without a website by creating payment links in GHL Customer Care - quick setup, full payment pages, and zero coding required. - [How to send personalized payment links to multiple contacts?](https://docs.ghlcustomercare.com/docs/payments/payment-links/how-to-send-personalized-payment-links-to-multiple-contacts.md): how you can send payment links to your contacts where their details like name, email, phone number etc. already filled in the payment link. - [How to Bulk Import Products into GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/how-to-bulk-import-products-into-ghl-customer-care.md): Managing a large inventory can be a time-consuming task, but GHL Customer Care makes it easy to import multiple products at once using a simple CSV file… - [How Product Deletion Works](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/how-product-deletion-works.md): This help document walks you through how to delete products in your account. You’ll learn the different ways you can delete a product, how bulk deletion… - [Import Products / Price From Stripe](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/import-products-price-from-stripe.md): Which pricing plans can be imported? Applicable for Recurring / Subscription plans only. One-Time prices cannot be imported, these need to be created in… - [Automatic Tax Category IDs and Names](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/automatic-tax-category-ids-and-names.md): This document provides an overview of the tax categories available in GHL Customer Care (GHL Customer Care). These categories help ensure accurate tax calculations… - [Bulk Actions on the Product Page](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/bulk-actions-on-the-product-page.md): Quickly manage products in bulk with GHL Customer Care—update prices, visibility, collections, and more from the product list. - [Products: Manual and Smart Collections](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/products-manual-and-smart-collections.md): Learn how to create and manage Manual and Smart Collections in GHL Customer Care to organize your store products efficiently using manual or automated rules. - [Add and Track Product Cost Price & Margin](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/add-and-track-product-cost-price-margin.md): Product Cost Price & Margin provide a structured and accurate view of each products profitability, cost and margin directly inside the Products module. - [Getting Started with Coupons](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/getting-started-with-coupons.md): Overview Coupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply to one- time… - [Image Zoom on the Product Details Page](https://docs.ghlcustomercare.com/docs/payments/products-taxes-and-coupons/image-zoom-on-the-product-details-page.md): Learn how to use Image Zoom Options on GHL Customer Care Product Details Pages to let customers inspect product images with hover zoom or lightbox zoom. - [Supported Payment Providers & Methods by Product Area (What Works Where)](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/supported-payment-providers-methods-by-product-area-what-works-where.md): See exactly where payment providers like Stripe, PayPal, NMI, AuthorizeDotNet, Square, and Razorpay work across particular product areas in GHL Customer Care. - [Adding PayPal Buttons to Payment Elements](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/adding-paypal-buttons-to-payment-elements.md): Learn how to add PayPal buttons to GHL Customer Care Payment Elements across forms, invoices, payment links, order forms, and stores. Connect PayPal and enable PayLater - [How To Set Up A PayPal Integration](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-set-up-a-paypal-integration.md) - [Authorize.net integration for processing payments](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/authorize-net-integration-for-processing-payments.md): Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of features. It has been in operation for over 20 years, providing payment processing services to businesses of all sizes. Authorize.Net provides - [How to set up the NMI integration?](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-set-up-the-nmi-integration.md): NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficiently. - [How to build a custom payments integration on the platform](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-build-a-custom-payments-integration-on-the-platform.md): This guide walks you through building a custom payment provider that plugs into all GHL Customer Care payment use cases including checkouts, subscriptions… - [How to integrate Razorpay within the CRM](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-integrate-razorpay-within-the-crm.md): Business users are able to process payments via Razorpay, a payment provider popular in India. This integration is available as a marketplace application… - [How to Connect and Use Square Payment Processor in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-connect-and-use-square-payment-processor-in-ghl-customer-care.md): Business users will now be able to connect their Square accounts for processing payments within GHL Customer Care This is available under sub-account Payments ->… - [Managing Granular Permissions for Payments](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/managing-granular-permissions-for-payments.md): Control who can view, edit, refund, export, or configure Payments in GHL Customer Care. Learn category-level permissions, recommended role presets, and setup steps to stay secure. - [Square Payments: Smoother and More Secure Payments with 3D Secure (3DS)](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/square-payments-smoother-and-more-secure-payments-with-3d-secure-3ds.md): GHL Customer Care now supports 3D Secure (3DS) with Square to meet SCA, cut fraud, and capture more payments—automatic verification when issuers require it. - [How to set up the Adyen integration?](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-set-up-the-adyen-integration.md): Connect Adyen to GHL Customer Care to accept card payments with 3DS in the EU, UK, US, and Canada. Learn prerequisites, setup, routing, testing, refunds, and FAQs. - [Missing payment methods in Stripe checkout element](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/missing-payment-methods-in-stripe-checkout-element.md): This is a common question from clients. If you are using Stripe, the payment methods shown at checkout such as Klarna, Afterpay, cards, and others are… - [ACH - bank transfer support on NMI](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/ach-bank-transfer-support-on-nmi.md): Learn how to accept NMI ACH bank transfers from US and Canadian accounts, monitor processing, and use saved bank accounts for recurring payments. - [How to integrate with Mercado Pago for accepting payments?](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/how-to-integrate-with-mercado-pago-for-accepting-payments.md): Learn how to connect Mercado Pago in GHL Customer Care, configure webhooks, assign providers by channel, and use localized checkout flows for payments. - [Details about fixed schedule subscriptions and charge when needed on Razorpay](https://docs.ghlcustomercare.com/docs/payments/payment-integrations-methods-and-settings/details-about-fixed-schedule-subscriptions-and-charge-when-needed-on-razorpay.md): This is a placeholder doc. The content will be published as soon as our feature is live for usage - [Getting Started with Gift Cards](https://docs.ghlcustomercare.com/docs/payments/gift-cards/getting-started-with-gift-cards.md): Learn how to create, sell, send, track, and redeem Gift Cards in GHL Customer Care. See mode rules, inventory, delivery options, and redemption across checkouts. - [How to Track Gift Card Performance (Analytics & Metric Tracking)](https://docs.ghlcustomercare.com/docs/payments/gift-cards/how-to-track-gift-card-performance-analytics-metric-tracking.md): Track gift card performance in GHL Customer Care: issued totals, total value, AOV, unique customers, and top denominations. Find details for specific gift card orders. - [How to Sell Gift Cards](https://docs.ghlcustomercare.com/docs/payments/gift-cards/how-to-sell-gift-cards.md): Learn every way to sell Gift Cards though GHL Customer Care. Dedicated links, embed, QR, and existing checkouts along with Test vs Live, delivery, and key setup tips. - [How to Send Gift Cards](https://docs.ghlcustomercare.com/docs/payments/gift-cards/how-to-send-gift-cards.md): Learn how to send digital gift cards without payment for loyalty rewards, customer support, promotions, or testing—delivered via email, SMS, or QR code. - [How to Redeem Gift Cards for Business-Initiated Payments](https://docs.ghlcustomercare.com/docs/payments/gift-cards/how-to-redeem-gift-cards-for-business-initiated-payments.md): Learn how to redeem customer Gift Cards in GHL Customer Care Orders, Invoices, Contacts, and subscriptions, including split payments, balances, and limitations. ## Email - [Sending Priority - From Name & Address](https://docs.ghlcustomercare.com/docs/email/general-2/sending-priority-from-name-address.md): Email Configuration Sender Email Priority & Configuration Understand which sender email your contacts will see — and where to configure it for manual… - [Email Services Configuration - Reply & Forward Settings](https://docs.ghlcustomercare.com/docs/email/general-2/email-services-configuration-reply-forward-settings.md): Here are a few additional configurations that you can use to receive copies of the Emails that you get in your account using a Forwarding Address or BCC. Reply Tracking is also elaborated. - [List of all outgoing system generated emails](https://docs.ghlcustomercare.com/docs/email/general-2/list-of-all-outgoing-system-generated-emails.md): List of all system generate outbound emails - [How to Filter Contacts by Email Statistics](https://docs.ghlcustomercare.com/docs/email/general-2/how-to-filter-contacts-by-email-statistics.md): Filter contacts by email stats in GHL Customer Care using date ranges, sending type, and smart filters to refine segments, boost engagement, and improve deliverability. - [Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!](https://docs.ghlcustomercare.com/docs/email/general-2/introducing-enhanced-sub-account-filtering-manage-email-providers-with-ease.md): Agency · Email Management Filter Sub-Accounts by Email Provider Quickly find and bulk-manage sub-accounts by their email provider, domain, and… - [Bot Detection Preventing Statistics Increment and Automation Execution](https://docs.ghlcustomercare.com/docs/email/general-2/bot-detection-preventing-statistics-increment-and-automation-execution.md): Email Deliverability Bot Detection: Preventing Statistics Increment & Automation Execution Keep your email engagement metrics honest. This feature… - [Enhanced Email Verification for Campaigns!](https://docs.ghlcustomercare.com/docs/email/general-2/enhanced-email-verification-for-campaigns.md): Email Compliance Verify Your From Email Address Before Sending Campaigns A short OTP-based check that protects your sender reputation and prevents anyone… - [AI Schedule for Smarter Email Timing (Smart Send Time Optimization)](https://docs.ghlcustomercare.com/docs/email/general-2/ai-schedule-for-smarter-email-timing-smart-send-time-optimization.md): Optimize email timing in Conversations with AI Schedule. Chooses the best send time within your selected optimization window. - [Email AI (Beta 2.0) — Create On-Brand Emails Faster](https://docs.ghlcustomercare.com/docs/email/general-2/email-ai-beta-2-0-create-on-brand-emails-faster.md): Use GHL Customer Care’s Email AI to generate on-brand emails from a prompt or reference, apply your Brand Board, iterate conversationally, and track versions safely. - [Email Blocking for Invalid or Restricted Recipient Domains](https://docs.ghlcustomercare.com/docs/email/general-2/email-blocking-for-invalid-or-restricted-recipient-domains.md): GHL Customer Care blocks emails before sending when a recipient domain is invalid or restricted. See the warning message, fix the contact email, and resend quickly. - [Domain Removal Blocked Due to Active Campaign Assignment](https://docs.ghlcustomercare.com/docs/email/general-2/domain-removal-blocked-due-to-active-campaign-assignment.md): Email Infrastructure How to Unlink a Domain From Active Campaigns Before Deleting It Step-by-step guide to safely remove a domain that’s still tied to… - [How to Set Up Click & Open Tracking for Mailgun](https://docs.ghlcustomercare.com/docs/email/general-2/how-to-set-up-click-open-tracking-for-mailgun.md): Email Deliverability How to Set Up Click & Open Tracking for Mailgun Configure Mailgun webhooks and domain tracking to see accurate click and open rate… - [LC Email: Email Service Agency UI](https://docs.ghlcustomercare.com/docs/email/general-2/lc-email-email-service-agency-ui.md): EMAIL DELIVERABILITY Email Services Dashboard Monitor domain health and sub-account email performance — all in one place. What You'll Learn The Email… - [How to Add Your Own Email Service (MailGun) in Agency](https://docs.ghlcustomercare.com/docs/email/general-2/how-to-add-your-own-email-service-mailgun-in-agency.md): Email Infrastructure How to Add Your Own Email Service (Mailgun) in Agency Connect your own Mailgun account to the platform so your agency sends email… - [Auto-Enable Email DND When a Contact's Email Bounces](https://docs.ghlcustomercare.com/docs/email/general-2/auto-enable-email-dnd-when-a-contact-s-email-bounces.md): Workflow Automation Auto-Enable Email DND When a Contact's Email Bounces Use the Email Events trigger and the DND Contact action together to… - [Email AI - Smart Countdown Timer Creation](https://docs.ghlcustomercare.com/docs/email/general-2/email-ai-smart-countdown-timer-creation.md): Learn how Email AI automatically detects time-sensitive campaigns and guides you through adding live countdown timers to boost urgency and conversions. - [Email AI Access for Agency Users Across Locations](https://docs.ghlcustomercare.com/docs/email/general-2/email-ai-access-for-agency-users-across-locations.md): Learn how agency users can access Email AI across locations, create and manage templates, and understand access when Email AI is disabled for location users. - [An Introduction To Email Deliverability](https://docs.ghlcustomercare.com/docs/email/deliverability/an-introduction-to-email-deliverability.md): Email Deliverability Email Deliverability: A Complete Overview Understand what deliverability means, why it matters for GHL Customer Care agencies and… - [Step by Step guide to Creating Custom Unsubscribe Links](https://docs.ghlcustomercare.com/docs/email/deliverability/step-by-step-guide-to-creating-custom-unsubscribe-links.md): Workflow Automation Creating Custom Unsubscribe Links Replace the default unsubscribe link with a branded landing page and a trigger-based DND workflow… - [Workflow Action based on Email Event Clicked/Opened](https://docs.ghlcustomercare.com/docs/email/deliverability/workflow-action-based-on-email-event-clicked-opened.md): Workflows & Automation How To Add an Email Event Trigger (Clicked / Opened) to a Workflow Trigger workflows the moment a contact opens or clicks an… - [Why Are My Emails Going To Spam?](https://docs.ghlcustomercare.com/docs/email/deliverability/why-are-my-emails-going-to-spam.md): Learn why your emails land in spam folders and how to fix it. Improve deliverability with domain verification, clean lists, and smart email content practices. - [What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox](https://docs.ghlcustomercare.com/docs/email/deliverability/what-is-email-deliverability-a-guest-tutorial-from-krystin-ruschman-of-email-2-i.md): Email Deliverability What is Email Deliverability? Delivered vs. Deliverability — what's the difference, why does it matter, and what actually controls… - [What Email Deliverability Stats Should I Look For?](https://docs.ghlcustomercare.com/docs/email/deliverability/what-email-deliverability-stats-should-i-look-for.md): Email Deliverability What Email Deliverability Stats Should I Look For? "How do I know if my stats are good?" A definition-by-definition breakdown of the… - [How List-Unsubscribe helps email deliverability](https://docs.ghlcustomercare.com/docs/email/deliverability/how-list-unsubscribe-helps-email-deliverability.md): Email Deliverability List-Unsubscribe Header How the list-unsubscribe header works, why it protects your sending reputation, and what to do if it isn't… - [Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024](https://docs.ghlcustomercare.com/docs/email/deliverability/achieving-compliance-meeting-google-and-yahoo-s-email-sender-requirements-in-202.md): Email Compliance Google & Yahoo Sender Requirements Six steps every sender must complete to meet the February 2024 authentication and policy mandates… - [How to Resubscribe After Unsubscribing from an Email List](https://docs.ghlcustomercare.com/docs/email/deliverability/how-to-resubscribe-after-unsubscribing-from-an-email-list.md): Learn how GHL Customer Care’s resubscribe link restores email eligibility, how to verify DND changes, address reporting, and automate confirmation and re-engagement. - [Preference Management (Email Unsubscription Management)](https://docs.ghlcustomercare.com/docs/email/deliverability/preference-management-email-unsubscription-management.md): Enable category‑level email opt‑outs in GHL Customer Care. Improve compliance, deliverability, and personalization with automatic audience filtering by category. - [What is LC Email?](https://docs.ghlcustomercare.com/docs/email/lc-email/what-is-lc-email.md): LC - Email is designed to help agencies avoid the hassle of signing up for Mailgun or any 3rd party email service provider. In the past, when an agency signed up With LeadConnector Email, sending & receiving email in the CRM works right out of the box! - [How to Migrate My Agency Over to LC - Email](https://docs.ghlcustomercare.com/docs/email/lc-email/how-to-migrate-my-agency-over-to-lc-email.md): If you are an existing client with Mailgun or SMTP integrated into your CRM please follow the guide below. If you are a 'New Agency' and have not integrated any SMTP/Mailgun provider you are already on LC - Email by default. You can check by testing - [Managing Default Unsubscribe Links in LC Email](https://docs.ghlcustomercare.com/docs/email/lc-email/managing-default-unsubscribe-links-in-lc-email.md): An unsubscribe link is a link within your email that allows recipients to opt out from receiving any email newsletters for your products or services. It is beneficial to maintain a clean and legitimate email list, and you can place it in the email footer - [What is email Bounce Suspension, and How to avoid it](https://docs.ghlcustomercare.com/docs/email/lc-email/what-is-email-bounce-suspension-and-how-to-avoid-it.md): Your account will be suspended for having a high hard bounce rate. - [Email Authentication - DMARC](https://docs.ghlcustomercare.com/docs/email/lc-email/email-authentication-dmarc.md): Email Compliance DMARC for Email Authentication Understand what DMARC is, how to configure it, and how to resolve common failures when using shared… - [SSL Certificates for Dedicated LC Email Domains](https://docs.ghlcustomercare.com/docs/email/lc-email/ssl-certificates-for-dedicated-lc-email-domains.md): Email Infrastructure SSL Certificates for Email Domains Keep your email links secure and working by understanding and managing SSL certificates on your… - [How to Enable and Rebill LC Email Verification](https://docs.ghlcustomercare.com/docs/email/lc-email/how-to-enable-and-rebill-lc-email-verification.md): Email Validation is a process that checks if an email address is deliverable. In other words, this tool determines if it’s possible to deliver mail to that email address before you send an email. - [How to use the Email Risk Assessment Tool for LC Email](https://docs.ghlcustomercare.com/docs/email/lc-email/how-to-use-the-email-risk-assessment-tool-for-lc-email.md): The Risk Assessment feature is designed to optimize your email marketing campaigns. Harnessing the power of Bulk Verification, it analyzes your imported contact list, offering detailed insights into deliverability and risk levels. - [Email Sending Guide: Email Best Practices & Email Warm Up](https://docs.ghlcustomercare.com/docs/email/lc-email/email-sending-guide-email-best-practices-email-warm-up.md): This guide is designed to give GHL Customer Care Users everything they to know to avoid the SPAM folder and send emails to their email lists. - [Reverse DNS white labeling - Dedicated IP](https://docs.ghlcustomercare.com/docs/email/lc-email/reverse-dns-white-labeling-dedicated-ip.md): Email Infrastructure Reverse DNS (rDNS) for Dedicated IPs Display your company name as the sender instead of a third-party service — improve… - [Where Can I Find My Dedicated Domain SMTP Credentials?](https://docs.ghlcustomercare.com/docs/email/lc-email/where-can-i-find-my-dedicated-domain-smtp-credentials.md): Find and create SMTP credentials for your LC Email dedicated domain. See smtp.mailgun.org settings, ports (25, 465, 587, 2525), plus reset and delete steps. - [How to Add a Domain and Verify DNS Record](https://docs.ghlcustomercare.com/docs/email/lc-email/how-to-add-a-domain-and-verify-dns-record.md): Learn how to add and verify your domain in GHL Customer Care. Step‑by‑step guide for DNS setup, SPF, DKIM, DMARC, auto‑configure, and troubleshooting tips. - [Manage Sub-account Email Settings and Migration in LC Email](https://docs.ghlcustomercare.com/docs/email/lc-email/manage-sub-account-email-settings-and-migration-in-lc-email.md): How to Manage Sub-Account Email Settings and Migration in LC Email for GHL Customer Care - [Google Postmaster Tools](https://docs.ghlcustomercare.com/docs/email/lc-email/google-postmaster-tools.md): Email Deliverability Google Postmaster Tools: Setup & Insights Track your domain and IP reputation with Gmail, monitor spam rates, and verify SPF, DKIM… - [Microsoft Smart Network Data Services (SNDS)](https://docs.ghlcustomercare.com/docs/email/lc-email/microsoft-smart-network-data-services-snds.md): EMAIL DELIVERABILITY IP Status Monitoring with Microsoft SNDS Monitor the deliverability health of your dedicated IPs on Outlook and Hotmail before… - [Domain Warmup: How It Works (Fixed-Stage Model)](https://docs.ghlcustomercare.com/docs/email/lc-email/domain-warmup-how-it-works-fixed-stage-model.md): Learn how GHL Customer Care’s fixed-stage domain warmup helps improve email deliverability by gradually building sender reputation with Gmail, Outlook, and others. - [LC Email: Email Service Provider Block Notification - Email Sending Temporarily Restricted (Action Required)](https://docs.ghlcustomercare.com/docs/email/lc-email/lc-email-email-service-provider-block-notification-email-sending-temporarily-res.md): Email Deliverability New ESP Block Policy — Action Required A full walkthrough of the new ESP Block System, the steps to take right now, and how to keep… - [How Sender Domains Work in LC Email Campaigns](https://docs.ghlcustomercare.com/docs/email/lc-email/how-sender-domains-work-in-lc-email-campaigns.md): Learn how sender domains work in LC Email campaigns, how to choose the right domain, avoid send errors, improve deliverability, and configure domains correctly. - [LC Email: Email Service Provider Block Detected - Immediate Action Required to Restore Email Sending](https://docs.ghlcustomercare.com/docs/email/lc-email/lc-email-email-service-provider-block-detected-immediate-action-required-to-rest.md): Email Deliverability New ESP Block Policy Understand how ESP block rates, warnings, and temporary suspensions work — and what you need to do before the… - [LC Email :Sub-account Rampup: Smart Sending Graduation & Shared Domain Reputation Protection](https://docs.ghlcustomercare.com/docs/email/lc-email/lc-email-sub-account-rampup-smart-sending-graduation-shared-domain-reputation-pr.md): Email · What's New LC Email — Sub-account Rampup: Smart Sending Graduation & Shared Domain Reputation Protection Sub-accounts on a shared sending domain… - [Mailgun - Overview](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-overview.md): Learn how Mailgun works with GHL Customer Care, its pricing, and subdomain setup options so you can send branded, reliable bulk email for clients at scale easily. - [Step-by-step guide to set up Mailgun](https://docs.ghlcustomercare.com/docs/email/mailgun/step-by-step-guide-to-set-up-mailgun.md): EMAIL INFRASTRUCTURE Mailgun Step-by-Step Setup Guide Sign up for Mailgun, add your sending domain, configure your DNS records, and send your first test… - [Mailgun Setup - GoDaddy Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-godaddy-domain-setup.md): Email Infrastructure Mailgun + GoDaddy Domain Setup Step-by-step DNS configuration for connecting Mailgun to a domain registered with GoDaddy. What… - [MailGun Setup - HostGator Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-hostgator-domain-setup.md): Email Infrastructure Mailgun + HostGator Domain Setup Step-by-step DNS configuration for connecting Mailgun to a domain hosted with HostGator's cPanel… - [Mailgun Setup - Namecheap Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-namecheap-domain-setup.md): EMAIL INFRASTRUCTURE Step-by-Step Mailgun Setup: Namecheap Domain Setup Sign up for Mailgun, add your domain, and publish the TXT, MX, and CNAME records… - [Mailgun Setup - CloudFlare Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-cloudflare-domain-setup.md): Email Infrastructure Mailgun + Cloudflare Domain Setup Step-by-step DNS configuration for connecting Mailgun to a domain managed through Cloudflare. What… - [Mailgun Setup - Google Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-google-domain-setup.md): Email Infrastructure Mailgun + Google Domains Setup Step-by-step DNS configuration for connecting Mailgun to a domain registered with Google Domains… - [Mailgun Setup - Siteground Domain Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-setup-siteground-domain-setup.md): Email Infrastructure Mailgun + SiteGround Domain Setup Step-by-step DNS configuration for connecting Mailgun to a domain hosted with SiteGround. What… - [Mailgun: Private API Key Setup](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-private-api-key-setup.md): Find your Mailgun Private API key, add it at Agency or Location in GHL Customer Care, select a US‑region verified domain, and validate sending and replies. - [Cold Email Inbound Setup Mailgun](https://docs.ghlcustomercare.com/docs/email/mailgun/cold-email-inbound-setup-mailgun.md): This guide walks you through setting up inbound email handling using Mailgun for your domain in GHL Customer Care. It also explains important limitations… - [How to setup Replies in MailGun](https://docs.ghlcustomercare.com/docs/email/mailgun/how-to-setup-replies-in-mailgun.md): In this article, "How to Setup Replies in Mailgun," you'll learn how to configure Mailgun in GHL Customer Care to effectively manage email replies. The… - [What will be the order of Email Provider we will use to send emails?](https://docs.ghlcustomercare.com/docs/email/mailgun/what-will-be-the-order-of-email-provider-we-will-use-to-send-emails.md): The order of Email Provider we will use to send emails: 1. Sub-account Default Provider (Sub-account view) 2. Email Settings for Locations (Agency view)… - [Mailgun - Unsubscribe Settings](https://docs.ghlcustomercare.com/docs/email/mailgun/mailgun-unsubscribe-settings.md) - [Why won't my DNS records work in SquareSpace?](https://docs.ghlcustomercare.com/docs/email/mailgun/why-won-t-my-dns-records-work-in-squarespace.md): Domain & DNS Setup Can't Update DNS Records on Squarespace? Squarespace blocks DNS record changes made from Google Chrome. Here's how to work around it… - [Email Verification From Mailgun within the CRM](https://docs.ghlcustomercare.com/docs/email/mailgun/email-verification-from-mailgun-within-the-crm.md): Activate Email Validation to have MailGun validate your new emails automatically inside the CRM. - [Setting Up SMTP Providers](https://docs.ghlcustomercare.com/docs/email/smtp-providers/setting-up-smtp-providers.md): Email Services SMTP Setup Guide Everything you need to configure, test, and troubleshoot your SMTP provider integration with GHL Customer Care. ⚠️ Before… - [Using SendGrid As The SMTP Provider](https://docs.ghlcustomercare.com/docs/email/smtp-providers/using-sendgrid-as-the-smtp-provider.md): Using SendGrid as the SMTP Provider in GHL Customer Care - [Using Zoho as your SMTP Provider](https://docs.ghlcustomercare.com/docs/email/smtp-providers/using-zoho-as-your-smtp-provider.md): Using Zoho as your SMTP Provider with GHL Customer Care SMTP server: smtp.zoho.com Port Number: 587 - [Why Can't I use My Free Email Address As The SMTP?](https://docs.ghlcustomercare.com/docs/email/smtp-providers/why-can-t-i-use-my-free-email-address-as-the-smtp.md): Can I use my free email in GHL Customer Care? - [Limitation of using SMTP when emails are not sending](https://docs.ghlcustomercare.com/docs/email/smtp-providers/limitation-of-using-smtp-when-emails-are-not-sending.md): Email Deliverability Why Your SMTP Emails Aren't Delivering The most common cause of SMTP delivery failures — a sender email mismatch — plus how to check… - [Hide The SMTP Setup Help Doc Link](https://docs.ghlcustomercare.com/docs/email/smtp-providers/hide-the-smtp-setup-help-doc-link.md): How to hide The SMTP Setup Help Doc Link in GHL Customer Care - [Creating Your SaaS Affiliate Program (Using FirstPromoter)](https://docs.ghlcustomercare.com/docs/email/smtp-providers/creating-your-saas-affiliate-program-using-firstpromoter.md): In this video, we will show you how to set up your own affiliate referral program integrated with GHL Customer Care using FirstPromoter. And for help… - [New Agency-Level Control for Email SMTP Services](https://docs.ghlcustomercare.com/docs/email/smtp-providers/new-agency-level-control-for-email-smtp-services.md): Email · What's New New: Agency-Level Control Over Email Services Centrally manage whether sub-accounts can add their own Email Services, with per-account… - [How to Add Your Own Email Service (SMTP)](https://docs.ghlcustomercare.com/docs/email/smtp-providers/how-to-add-your-own-email-service-smtp.md): Email Infrastructure Setting Up a Custom SMTP Service Connect your own third-party email sending service — Gmail, SendGrid, Mailgun, Amazon SES, and more… - [How to check logs for a specific email in Mailgun](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/how-to-check-logs-for-a-specific-email-in-mailgun.md): Email Deliverability Mailgun Sending Logs Look up the delivery status for any email sent through Mailgun and resolve the most common delivery errors… - [How to fix links in the email that do not open?](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/how-to-fix-links-in-the-email-that-do-not-open.md): Learn how to fix email links that do not open in GHL Customer Care. Follow simple steps to troubleshoot DNS, tracking domains, and SSL issues across any provider. - [When email replies are not showing up in Conversation](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/when-email-replies-are-not-showing-up-in-conversation.md): This guide troubleshoots issues with email replies not appearing in conversations. This could be due to several factors like incorrect Mailgun setup, faulty MX records, or issues with domain providers like WIX. Follow these steps to diagnose and resolve t - [Troubleshooting Warning: Please contact your agency to change email settings](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/troubleshooting-warning-please-contact-your-agency-to-change-email-settings.md): Billing & Usage SMTP Provider Error & Email Rebilling Settings Understand the SMTP provider error tied to Email Reselling, and learn how to disable Email… - [Troubleshooting Email Statistics](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/troubleshooting-email-statistics.md): Email Deliverability Email Statistics Not Showing Why open, click, delivered, and bounce stats might be missing — and how to fix it. Overview If email… - [How to send a test email in the Conversation](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/how-to-send-a-test-email-in-the-conversation.md): Email Deliverability How to Send a Test Email in a Conversation Create a test contact, send a test email, configure your sender address, and troubleshoot… - [Send Test Email Error in Campaign's Email step: An error occurred, please try again](https://docs.ghlcustomercare.com/docs/email/troubleshooting-email/send-test-email-error-in-campaign-s-email-step-an-error-occurred-please-try-agai.md): Workflow Automation Send Email Trigger Action Not Firing A quick checklist for the most common reasons a Send Email action in a workflow silently fails… - [How to Analyze an Agency's Spending on LC Communications](https://docs.ghlcustomercare.com/docs/email/lc-communication-billing/how-to-analyze-an-agency-s-spending-on-lc-communications.md): Billing & Usage Agency Spend Analytics for LC Communications Track, analyze, and manage your agency's spend on LC Phone, LC Email, and WhatsApp — all… - [Gmail Error: 4.7.28 – Unusual Rate of Unsolicited Mail Detected](https://docs.ghlcustomercare.com/docs/email/email-delivery-troubleshooting/gmail-error-4-7-28-unusual-rate-of-unsolicited-mail-detected.md): EMAIL DELIVERABILITY Gmail Error 4.7.28: Unusual Rate of Unsolicited Mail What this temporary Gmail rate limit means, why it happens, and how to get your… - [Email Sending Health: Maintaining Great Rates & Recovering When Things Go Wrong](https://docs.ghlcustomercare.com/docs/email/email-delivery-troubleshooting/email-sending-health-maintaining-great-rates-recovering-when-things-go-wrong.md): Email Deliverability Email Sending Health: Bounces, Complaints & Opens The three metrics inbox providers use to judge your emails — what each one means… - [ESP Block Monitoring and Progressive Email Enforcement](https://docs.ghlcustomercare.com/docs/email/email-delivery-troubleshooting/esp-block-monitoring-and-progressive-email-enforcement.md): Learn how GHL Customer Care monitors ESP blocks, sends warnings, pauses email sending, and helps protect sender reputation and deliverability. - [Dedicated Email Sending Domains Overview & Setup](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/dedicated-email-sending-domains-overview-setup.md): Email marketing is a great way to reach customers and increase sales. Don't let your email marketing efforts go unnoticed! Get started right away with a dedicated sending domain. - [GoDaddy Dedicated Sending Domain Setu (LC Email)](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/godaddy-dedicated-sending-domain-setu-lc-email.md): Email Infrastructure LC Email Dedicated Domain Setup — GoDaddy A step-by-step guide to adding and verifying your dedicated sending domain using GoDaddy… - [Google Dedicated Sending Domain Setup (LC Email)](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/google-dedicated-sending-domain-setup-lc-email.md): Email Infrastructure LC Email Dedicated Domain Setup — Google Domains A step-by-step guide to adding and verifying your dedicated sending domain using… - [Siteground Dedicated Sending Domain Setup (LC Email)](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/siteground-dedicated-sending-domain-setup-lc-email.md): Dedicated Sending Domain Setup on Siteground for LC Email with GHL Customer Care - [LC Email - Complete Guide to Dedicated IP](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/lc-email-complete-guide-to-dedicated-ip.md): Explore the benefits of dedicated IPs for email deliverability, sender reputation, and security. Learn how to buy, manage & assign IPs in LC Email today. - [Migrate Mailgun Sending Domain to LC Email](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/migrate-mailgun-sending-domain-to-lc-email.md): Email Infrastructure Move Your Sending Domain from Mailgun to LeadConnector How to delete a sending domain in Mailgun and recreate it under LeadConnector… - [Deleting Your LC Email Sending Domain](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/deleting-your-lc-email-sending-domain.md): Email Infrastructure How to Delete Your LC Email Dedicated Sending Domain When and why to remove a dedicated sending domain from your sub-account, where… - [Manually Adding DNS Records for Dedicated Sending Domains](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/manually-adding-dns-records-for-dedicated-sending-domains.md): Email Deliverability Manually Adding DNS Records for Your Dedicated Sending Domain How to create the required DNS records in your hosting provider's… - [Default Headers for Dedicated Sending Domains](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/default-headers-for-dedicated-sending-domains.md): Email Deliverability Default Headers & the From Email Fallback Chain for Your Dedicated Sending Domain How the Default Header overrides your campaigns… - [Assigning Dedicated Sending Domains to Different Email Types](https://docs.ghlcustomercare.com/docs/email/lc-email-dedicated-domain-and-ip/assigning-dedicated-sending-domains-to-different-email-types.md): \ Email Deliverability Domain Configuration: Frequency Settings & Default Sending Domains Assign different sending sub-domains to specific email types… - [Email Tracking for LC Email](https://docs.ghlcustomercare.com/docs/email/lc-email-settings/email-tracking-for-lc-email.md): Learn how to enable or disable open and click tracking in LC Email. Customize tracking per sub-account domain to measure engagement and refine campaigns. - [Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues](https://docs.ghlcustomercare.com/docs/email/authentication-and-security/email-authentication-errors-fix-spf-dkim-and-dmarc-issues.md): EMAIL DELIVERABILITY Fixing SPF/DKIM/DMARC Authentication Failures Set up and verify the authentication records recipient servers require before they'll… - [Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery](https://docs.ghlcustomercare.com/docs/email/authentication-and-security/blacklisted-domain-or-ip-remove-from-blocklists-and-restore-delivery.md): EMAIL DELIVERABILITY Resolving Blacklisted URL/IP/Domain Email Blocks Diagnose why your emails are bouncing, get delisted from public blacklists, and… - [Spam Filter Blocks - Improve Content and Sender Reputation](https://docs.ghlcustomercare.com/docs/email/authentication-and-security/spam-filter-blocks-improve-content-and-sender-reputation.md): Email Deliverability Resolving Spam-Like Content and Unsolicited Email Blocks Why recipient servers are flagging your campaigns as spam, and the… - [Low Domain Reputation - Rebuild Trust and Improve Deliverability](https://docs.ghlcustomercare.com/docs/email/reputation-and-throttling/low-domain-reputation-rebuild-trust-and-improve-deliverability.md): EMAIL DELIVERABILITY Fixing Low Domain Reputation Issues How to diagnose, monitor, and rebuild a damaged sending domain reputation. What You'll Learn… - [Low IP Reputation - Restore Sending IP Credibility](https://docs.ghlcustomercare.com/docs/email/reputation-and-throttling/low-ip-reputation-restore-sending-ip-credibility.md): EMAIL DELIVERABILITY Fixing Low IP Reputation Issues: Restore Sending IP Credibility How shared and dedicated IP senders can diagnose and recover from… - [Rate Limited Emails - Resolve Throttling and Sending Limits](https://docs.ghlcustomercare.com/docs/email/reputation-and-throttling/rate-limited-emails-resolve-throttling-and-sending-limits.md): EMAIL DELIVERABILITY Rate Limited/Throttled Email Delivery: Complete Resolution Guide Why recipient servers slow down your sending, and how batch sending… - [Mail Loop Detected - Resolve Email Routing Conflicts](https://docs.ghlcustomercare.com/docs/email/technical-and-configuration/mail-loop-detected-resolve-email-routing-conflicts.md): EMAIL DELIVERABILITY Mail Loop Detection Issues: Complete Troubleshooting Guide Diagnose circular routing loops, fix the root cause, and get your sending… - [Email Standards Compliance: Resolving RFC 5322 Violations](https://docs.ghlcustomercare.com/docs/email/technical-and-configuration/email-standards-compliance-resolving-rfc-5322-violations.md): EMAIL DELIVERABILITY RFC 5322 Non-Compliant Email Messages: Complete Troubleshooting Guide Why recipient servers reject emails that don't meet RFC 5322… - [Resolving Multiple Email Delivery Issues: Complete Recovery Guide](https://docs.ghlcustomercare.com/docs/email/complex-delivery-issues/resolving-multiple-email-delivery-issues-complete-recovery-guide.md): EMAIL DELIVERABILITY Resolving Multiple Email Delivery Issues: Complete Recovery Guide A step-by-step plan for untangling compounding reputation… - [Recipient Policy Block - Bypass Server Restrictions](https://docs.ghlcustomercare.com/docs/email/recipient-and-server-issues/recipient-policy-block-bypass-server-restrictions.md): EMAIL DELIVERABILITY Recipient Policy Block Resolution Guide Why recipient mail servers reject your emails on policy grounds, and how to work through it… ## Workflows - [Introduction to Workflows and Automations](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/introduction-to-workflows-and-automations.md): Streamline tasks and trigger powerful automations using GHL Customer Care Workflows and Automations. Automate customer journeys, actions, and contact management easily. - [Workflow Notes, Action Notes & Sticky Notes](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-notes-action-notes-sticky-notes.md): TABLE OF CONTENTS Overview All-New Sidebar Workflow-Level Notes Overview Who Can Add Notes: How to Use: Saving the Notes: Tracking: Action-Level Notes… - [Workflows Pro Plan - New Pricing Tiers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-pro-plan-new-pricing-tiers.md): Save on premium workflow executions and flexible rebilling with agency markups in GHL Customer Care’s Workflow Pro Plan. Streamline billing and power up workflows. - [Comprehensive workflow stats](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/comprehensive-workflow-stats.md): Workfow Stats Introducing a new "Stats" button on the Workflow List page, allowing users to easily view communication channel performance metrics such as… - [Workflows - Advanced Filters & Smart List](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-advanced-filters-smart-list.md): Keeping track of workflows in GHL Customer Care is now easier with Advanced Filters and Smart Lists. This article walks you through how to use Advanced… - [Workflow - Oauth2 in Custom Webhook](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-oauth2-in-custom-webhook.md): OAuth2 support for Custom Webhooks TABLE OF CONTENTS Overview How it works: Overview OAuth2 is one of the most important and widely used authorization… - [Workflows- Improved Execution Logs & Enrollment History](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-improved-execution-logs-enrollment-history.md): Track every contact journey with enhanced Execution Logs & Enrollment History—clear timelines, instant error alerts, and faster fixes for smoother workflows. - [New Discover button - Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/new-discover-button-workflows.md): We’ve made it easier to discover and install marketplace apps directly within the workflow builder. Now, you no longer need to visit the marketplace… - [If/Else Workflow Action - Appointment Filter Options](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/if-else-workflow-action-appointment-filter-options.md): The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events… - [Workflows pro plan - Black friday & Cyber monday promotion](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-pro-plan-black-friday-cyber-monday-promotion.md): Introducing the Exclusive Black Friday and Cyber monday Offer for workflows pro plan We're excited to announce an exclusive black friday and cyber monday… - [Workflows Nested Folders](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-nested-folders.md): In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline… - [Workflows Landing Page: New Onboarding Experience](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-landing-page-new-onboarding-experience.md): Learn the redesigned Workflows landing page: AI Builder creation, niche-based onboarding, curated templates, videos, and quick paths to build your first workflow. - [Highlighting & Resolving Errors in a Workflow](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/highlighting-resolving-errors-in-a-workflow.md): TABLE OF CONTENTS Overview Why This Feature Matters Key Features Using Error Resolution AI (Step-by-Step Guide) Error Resolution Types FAQs Overview The… - [Custom Webhook Action – Secure Credential Management](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/custom-webhook-action-secure-credential-management.md): This guide walks you through the latest improvements to the Custom Webhook action, focusing on enhanced security measures and streamlined credential… - [Workflow Builder: Learn More Using AI](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-builder-learn-more-using-ai.md): Get contextual, AI-powered help inside GHL Customer Care’s Workflow Builder. Learn how to use the Learn More button to simplify setup, reduce errors, and save time. - [ClickUp - Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/clickup-actions-triggers-in-workflows.md): Connect GHL Customer Care workflows to ClickUp to create tasks, build spaces, and store AI docs. Learn benefits, setup, pricing, and troubleshooting best practices. - [Workflow Trigger and Action: Google Contact](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-trigger-and-action-google-contact.md): Connect GHL Customer Care Workflows with Google Contacts for instant two-way sync. Trigger on new contacts/groups and create, update, or dedupe—no zaps required. - [Airtable - Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/airtable-actions-triggers-in-workflows.md): Connect Airtable to GHL Customer Care to sync data, run native actions, and trigger workflows reliably. Learn benefits, setup, use cases, billing, and FAQs. - [How to enable and rebill Premium Features for Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/how-to-enable-and-rebill-premium-features-for-workflows.md): - Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow - Premium Features. - Once Premium Features are enabled via the Agency… - [Notion Integration with GHL Customer Care](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/notion-integration-with-ghl-customer-care.md): Automate Notion with GHL Customer Care Workflows: create/update database items, build pages, add comments, and react to Notion changes via 5-minute polling. - [Experiment: Waiving Premium Action/Trigger Charges for Selected Marketplace Apps](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/experiment-waiving-premium-action-trigger-charges-for-selected-marketplace-apps.md): Program Update: This experiment has now concluded its enrollment phase and is no longer accepting new developer or app participation requests. Existing… - [Workflow AI Builder](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-ai-builder.md): Learn how to create, review, and refine workflows in GHL Customer Care using Workflow AI Builder. See entry points, steps, editing, point‑and‑edit, chat mode, and best practices. - [Basecamp Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/basecamp-actions-triggers-in-workflows.md): Automate Basecamp with GHL Customer Care. Use instant triggers and premium actions to create projects, to‑do lists, tasks, and documents—plus setup, tips, and FAQs. - [Typeform – Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/typeform-actions-triggers-in-workflows.md): 1. Introduction The Typeform integration in GHL Customer Care enables seamless automation between your CRM workflows and Typeform’s interactive form… - [Asana Actions and Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/asana-actions-and-triggers-in-workflows.md): Automate Asana from GHL Customer Care: instant task/project triggers, create comments/subtasks, and keep teams in sync without Zapier or polling. - [Typeform – Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/typeform-actions-triggers-in-workflows-155000006676.md): Set up the Typeform integration in GHL Customer Care. Learn the instant trigger, actions, setup steps, FAQs, and billing to automate submissions in real time. - [Delinked Nodes (Independent Branches): Advanced Builder Workflow](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/delinked-nodes-independent-branches-advanced-builder-workflow.md): Learn how Delinked Nodes let you create independent workflow branches on the canvas for parallel automation paths using Trigger Go-To. - [Automations-Overview](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/automations-overview.md): Monitor automations at a glance—total workflows, enrollments over time, trigger analysis filters, and an Error Review Summary with “Needs Review.” - [Workflows - Bulk Actions in List Page](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-bulk-actions-in-list-page.md): Use Bulk Actions to publish, move, delete, or manage permissions for multiple workflows and folders from the list page. Faster, consistent workflow management. - [Monday.com - Actions and Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/monday-com-actions-and-triggers-in-workflows.md): Automate Monday.com with GHL Customer Care Workflows. Create, update, and find items today; triggers coming soon for real-time, event-driven automation. - [Google Forms - Actions and Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/google-forms-actions-and-triggers-in-workflows.md): ​Learn how to use Google Forms triggers and actions in GHL Customer Care Workflows to automate follow-up, contact management, and response-based processes. - [Standard vs Advanced: How to Set Default Workflow Builder](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/standard-vs-advanced-how-to-set-default-workflow-builder.md): Choose the default builder for new workflows (Standard or Advanced) and control who can switch views. Learn setup steps, permissions, and safe switching tips. - [Vapi - Actions and Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/vapi-actions-and-triggers-in-workflows.md): Connect GHL Customer Care workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling —… - [Manus - Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/manus-actions-triggers-in-workflows.md): Learn how to use Manus triggers and actions in GHL Customer Care Workflows to automate AI tasks, manage execution, and scale structured automation. - [What are AI-Powered Field Tooltips in Workflows?](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/what-are-ai-powered-field-tooltips-in-workflows.md): AI-Powered Field Tooltips bring smart, contextual help directly to individual fields inside the Workflow Builder. Instead of guessing what a setting… - [Fathom Action & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/fathom-action-triggers-in-workflows.md): Connect Fathom to GHL Customer Care workflows to use meeting recordings, transcripts, and summaries for automated follow-ups, task creation, and team notifications. - [Apify - Actions & Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/apify-actions-triggers-in-workflows.md): Learn how to connect Apify to GHL Customer Care workflows to run actors, scrape URLs, fetch dataset items, and automate data-driven workflow actions. - [Using the Workflow Switcher in GHL Customer Care](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/using-the-workflow-switcher-in-ghl-customer-care.md): Switch between workflows faster in GHL Customer Care using the Workflow Switcher. Learn how to search, manage, and navigate workflows in one panel - [Cal.com: Workflow Actions & Triggers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/cal-com-workflow-actions-triggers.md): Connect Cal.com to GHL Customer Care Workflows to automate booking triggers, create bookings, reschedule meetings, handle cancellations, and manage follow-up. - [How to Use Hubspot Workflow Actions & Triggers in GHL Customer Care](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/how-to-use-hubspot-workflow-actions-triggers-in-ghl-customer-care.md): Connect HubSpot with GHL Customer Care workflows to trigger automations, create contacts, search existing records, map fields, test actions, and prevent duplicates. - [Klaviyo: Workflow Actions & Triggers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/klaviyo-workflow-actions-triggers.md): TABLE OF CONTENTS Overview About the Integration Key Benefits of Klaviyo in Workflows How to Set Up Klaviyo Connect via the Workflow Builder… - [Browse AI - Workflow Actions and Trigger](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/browse-ai-workflow-actions-and-trigger.md): TABLE OF CONTENTS Overview About the Integration How to Set Up Browse AI Connect via the Workflow Builder (recommended) Connect via Settings (alternative… - [Test Action for Integrations](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/test-action-for-integrations.md): Overview Test Action is a live testing capability available on every external-app action step inside the Workflow Builder. When you click the Test Action… - [Housecall Pro - Workflow action and triggers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/housecall-pro-workflow-action-and-triggers.md): TABLE OF CONTENTS Overview About the Integration How to Set Up Housecall Pro Connect via the Workflow Builder (recommended) Connect via Settings… - [Calendly - Workflow Actions & Triggers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/calendly-workflow-actions-triggers.md): TABLE OF CONTENTS Overview About the Integration How to Set Up Calendly Connect via the Workflow Builder (recommended) Connect via Settings (alternative… - [Todoist: Workflow actions & triggers](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/todoist-workflow-actions-triggers.md): TABLE OF CONTENTS Overview About the Integration How to Set Up Todoist Connect via the Workflow Builder (recommended) Connect via Settings (alternative… - [Create Task Event In Campaigns](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/create-task-event-in-campaigns.md): The Task Event action is a great way to assign users tasks and keep track of tasks. You can create a task event for any type of task, whether it’s an appointment or a project. - [Workflow Trigger - Contact Tag](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-trigger-contact-tag.md): Learn how to use the Contact Tag trigger in GHL Customer Care workflows to automate actions when specific tags are applied to contacts. - [Workflow Action - Edit Conversation](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-edit-conversation.md): Managing conversations efficiently is crucial for any business handling customer interactions. The Edit Conversation Workflow Action in GHL Customer Care… - [Workflow Action - Update Contact Field](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-update-contact-field.md): Learn how to use the Update Contact Field workflow action to write or clear contact data using static or dynamic values, including numeric, select, and monetary fields. - [Workflow Action - Update Contact Field - Date type field](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-update-contact-field-date-type-field.md): Update Date type fields with the following options: Custom Date Update using custom values/fields in the recommended formats: MM-DD-YYYY, Ex : 12-21-2021… - [Workflow Action - Math Operation](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-math-operation.md): The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling. This feature supports custom variables and fields, offering flexibility for different business needs. - [Troubleshooting Workflow Executions - Race Conditions](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/troubleshooting-workflow-executions-race-conditions.md): A Race Condition is when two (or more) updates happen at the same time (in the same second). The two changes "race" and they might execute in a different… - [How To Attach Files to MMS Using Custom Values](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-attach-files-to-mms-using-custom-values.md): Custom values are exceptionally powerful and versatile. In this guide, we will cover how you can use custom values to send MMS messages within workflows. - [Workflow Folder Permission](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-folder-permission.md): With folder permissions users without access, won't be able to see, create and edit any workflows within that folder. So, if the folder permissions are set to agency admin, then only users with the agency admin role can see, create and edit workflows. - [Workflow Trigger - Order Submitted](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-trigger-order-submitted.md): The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step and 2-Step order forms, giving businesses the flexibility to customize their - [Workflows vs Campaigns/Triggers (Deprecated features)](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflows-vs-campaigns-triggers-deprecated-features.md): Workflows make it easy to create automation with triggers and actions, and it is similar to campaigns and triggers but with much more capabilities. Workflows also have capabilities like using if-else statements, wait times, Math functions and so much more - [How to use the Inbound Webhook Workflow Premium Trigger](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-use-the-inbound-webhook-workflow-premium-trigger.md): Inbound Webhooks enable seamless CRM integration using JSON and POST requests, allowing real-time data transfer and streamlined workflows with external systems. - [Guide to Google Sheets Premium Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/guide-to-google-sheets-premium-workflow-action.md): LC Premium Actions for Google Sheets is a tool to streamline data management processes by automating row creation, updating, and deletion. Seamlessly integrate your Google Sheets documents within our workflow system, enabling efficient data management. - [Guide to Custom Webhook Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/guide-to-custom-webhook-workflow-action.md): The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services. It allows tailored requests with various HTTP methods, authorization, headers, and query parameters. - [Guide to Slack Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/guide-to-slack-workflow-action.md): Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaboration. - [Guide to Date/Time Formatter Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/guide-to-date-time-formatter-workflow-action.md): The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows. - [Workflow Trigger - Payment received](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-trigger-payment-received.md): The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and more. It can be customized with filters, such as source type. - [Workflow Settings - Overview](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-settings-overview.md): The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategies. Their impact is significant, and they can make or break the effectiveness of an automation system. - [How to copy contacts from one sub-account to another sub-account?](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-copy-contacts-from-one-sub-account-to-another-sub-account.md): Learn how to use GHL Customer Care's 'Copy Contact' workflow action to duplicate contacts between sub-accounts, including tags and custom fields, while maintaining data integrity. - [How to Copy Workflow to another Sub-Account?](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-copy-workflow-to-another-sub-account.md): More Tutorials From the Community https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be https://www.youtube.com/watch?v=DnLKoZF0mug… - [Workflow Builder Walkthrough](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-walkthrough.md): Learn how to use the GHL Customer Care Workflow Builder to add triggers, actions, conditions, waits, and branches so you can build and publish automations faster. - [How to Automatically Assign Users to Leads In Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-automatically-assign-users-to-leads-in-workflows.md): This article guides you through setting up a Workflow to assign new contacts to specific users in a round-robin and notify those users about new leads. - [Guide to Facebook & Instagram Comment Automation & AI](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/guide-to-facebook-instagram-comment-automation-ai.md): Learn how to automate Facebook and Instagram comment replies using workflows and AI to boost engagement and streamline social interactions with GHL Customer Care - [Workflow Action - Create & Update Multiple Rows in Google Sheets](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-create-update-multiple-rows-in-google-sheets.md): This guide shows how to create and update multiple rows in Google Sheets using workflow actions in GHL Customer Care, with easy setup steps, mapping tips, and FAQs. - [Campaigns are no longer maintained](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/campaigns-are-no-longer-maintained.md): Our platform has been evolving rapidly and Workflows is a robust feature designed to enhance your automation experience. As a part of this evolution, we… - [Workflow Action - Custom Code](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-custom-code.md): TABLE OF CONTENTS What is Custom Code? How it works 1. Add Action 2. Programming Language 3. Property to be included in code 4. Code Editor 5. Enhanced… - [Workflow Action - End IVR call](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-end-ivr-call.md): More Tutorials from the Community https://youtu.be/rGDIYVSOKHY In this Article What is End IVR call? How does End IVR call work? How to setup end IVR… - [Getting Started with Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/getting-started-with-workflows.md): Learn how to build and automate workflows in GHL Customer Care using triggers, actions, and templates. - [A List of Workflow Triggers](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/a-list-of-workflow-triggers.md): Explore our list of workflow triggers to get a feel of the infinite possibilities you have to automate and improve your business with GHL Customer Care Workflows. - [What Are Workflow Actions? (Complete List)](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/what-are-workflow-actions-complete-list.md): Explore our list of workflow actions to learn the limitless possibilities you have to automate and improve your business with GHL Customer Care Workflows. - [GPT-4 in GHL Customer Care](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/gpt-4-in-ghl-customer-care.md): Learn how to use GPT-4 Turbo in GHL Customer Care workflows for smart automation. Create AI-driven messages, email content, summaries, and more. Premium action. - [Facebook comments + Workflow AI](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/facebook-comments-workflow-ai.md): We have the "Respond on Comment" action. In this action you can enter multiple pre defined comment options but what if you want to tailor your comments… - [Issue Certificates: Triggers and Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/issue-certificates-triggers-and-actions.md): The Issue Certificates Triggers and Actions in Workflows allows you to send certificates or take an action when a certificate is already issued TABLE OF… - [In app call for IVR](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/in-app-call-for-ivr.md): In this Article What is In app call for IVR? How to configure? What are the supported communication channels? What happens if I want to choose multiple… - [Understanding Workflow Behaviour with SMS and Customer Replies](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/understanding-workflow-behaviour-with-sms-and-customer-replies.md): Scenario: A contact is in a workflow and an automated SMS is sent to them. The workflow includes a wait step that pauses until the "Customer Reply" is… - [How to Restore Deleted Workflow](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-restore-deleted-workflow.md): TABLE OF CONTENTS What is this feature? How to restore deleted workflows? Permissions? FAQs What is this feature? This feature gives the ability to the… - [How to use Email Template Builder in the Workflow Send Email Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-use-email-template-builder-in-the-workflow-send-email-action.md): The email template builder is now integrated into our "Send Email" workflow action. With this you can now view and edit email templates directly in the… - [Workflow Action - Add Leads under an Affiliate](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-add-leads-under-an-affiliate.md): What it does The "Add Leads under an Affiliate" action assigns a contact (lead) to an affiliate and their associated campaign, making sure affiliates are… - [Workflow Action - Add Manual Sales For An Affiliate](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-add-manual-sales-for-an-affiliate.md): The "Add Manual Sales For An Affiliate" action in workflows empowers you to efficiently manage and assign manual sales for specific affiliates within… - [Appointment scenarios in Workflow](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/appointment-scenarios-in-workflow.md): There can be multiple scenarios when a customer is booking an appointment. This document outlines the scenarios, how the workflow will behave in each… - [Multi Select for Forms, Surveys, Contains Phrase and Exact Match](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/multi-select-for-forms-surveys-contains-phrase-and-exact-match.md): As there was no multi select functionality and users were not able to select the same filters again they had to create multiple triggers. New… - [History for GPT actions (AI Memory Key)](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/history-for-gpt-actions-ai-memory-key.md): Introducing History for GPT actions..!! TABLE OF CONTENTS What's New ? Type of History Advanced Options How to use? Points to be noted What's New ? -… - [Error Notifications in workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/error-notifications-in-workflows.md): Introducing a new workflow feature: users now receive email notifications for errors, with a dedicated Needs Review tab to manage them and options to… - [Pause Workflows on Certain Dates](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/pause-workflows-on-certain-dates.md): The Pause Workflow option in workflows allows you to temporarily halt specific automations without deactivating or deleting them. This guide explores the… - [How to fetch product details purchased by customers in workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-fetch-product-details-purchased-by-customers-in-workflows.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Pluck and Join" feature in workflows allows you to… - [Workflow Action - Custom Code AI](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-custom-code-ai.md): TABLE OF CONTENTS Overview: Previous Behaviour What’s New? How to Use It? Use Cases Overview: Writing custom code in workflows just got smarter, faster… - [Installing Marketplace Apps Directly from the Workflow Builder](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/installing-marketplace-apps-directly-from-the-workflow-builder.md): You can now discover and install marketplace apps directly from inside the Workflow Builder—no need to navigate to the marketplace separately. This… - [GPT-5 in GHL Customer Care Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/gpt-5-in-ghl-customer-care-workflows.md): Learn how to integrate GPT‑5, GPT‑5 Mini, and GPT‑5 Nano models into GHL Customer Care workflows for real‑time AI automation. Explore key benefits, pricing, and setup steps. - [Advanced Builder for Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/advanced-builder-for-workflows.md): Learn how to use GHL Customer Care’s Advanced Workflow Builder. Build on a freeform canvas with multiple trigger paths, parallel branches, sticky notes, and shortcuts. - [Workflows - Auto Save](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflows-auto-save.md): Build faster with Auto Save for Workflows in GHL Customer Care. Canvas edits save to draft continuously and use Save Version for checkpoints. Publish to go live. - [Workflows - Undo/Redo & Change History](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflows-undo-redo-change-history.md): Learn how to undo, redo, and navigate Recent Changes in GHL Customer Care’s Workflow Builder. Experiment safely, roll back session edits, and compare states with ease. - [Workflows: Version History & Restore](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflows-version-history-restore.md): See who changed what and when. Browse up to 10 versions/30 days, restore as a new draft, and publish with confidence—no extra cost. - [How to Switch Between Multiple Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/how-to-switch-between-multiple-workflows.md): Use Workflow Switcher to jump between automations in Advanced Builder without leaving your canvas. Search and open workflows, and reuse actions faster. - [Pause Workflow Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/pause-workflow-actions.md): Temporarily disable any workflow action without breaking connections. Test, debug, and iterate safely—then re-enable the step when ready. - [Keyboard Shortcuts in Workflow Builder](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/keyboard-shortcuts-in-workflow-builder.md): Build automations faster with keyboard shortcuts in Advanced Builder. Copy branches, zoom, navigate by arrows, and open panels—no mouse needed. - [Workflow Setting Stop On Response & Call Action Disable Voicemail Detect](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-setting-stop-on-response-call-action-disable-voicemail-detect.md): This article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting within the… - [Workflow Builder: Find & Replace Option](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-find-replace-option.md): Learn how to use Workflow Find & Replace in GHL Customer Care to quickly search, update custom values, tags, and text across workflows with accuracy and speed. - [Workflow Builder: Resize and Expand Sidebars](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-resize-and-expand-sidebars.md): Resize sidebars and expand workflow steps to full screen in GHL Customer Care's Workflow Builder for better editing on any screen size. - [Version History in Workflow AI Builder](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/version-history-in-workflow-ai-builder.md): Track and restore every AI-generated workflow iteration with artifact cards. Jump between versions instantly without losing any changes. - [Triggers - Overview](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/triggers-overview.md): Note : Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [Workflow Trigger - Exact Match & Contains Phrase](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-exact-match-contains-phrase.md): Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn… - [How to Create A Task Event and Task Reminder in Campaigns](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/how-to-create-a-task-event-and-task-reminder-in-campaigns.md): Learn how to automate internal follow-ups with task events and reminders in GHL Customer Care campaigns. Assign tasks, set due dates, and trigger workflows - [How To Send New Membership Users Custom Emails With Their Login Information](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/how-to-send-new-membership-users-custom-emails-with-their-login-information.md): Introducing our membership welcome email feature - a customizable tool to enhance your onboarding experience. Tailor your welcome email to include personalized content, attachments, and login credentials, ensuring a seamless start for your new members. - [How to Use Live Chat Triggers and Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/how-to-use-live-chat-triggers-and-actions.md): More Tutorials from the Community https://youtu.be/k7x6tR2ulLU https://youtu.be/KYIFI_eT-Q4 https://youtu.be/l0RN6dmblbk https://youtu.be/ZklGChVZPeg - [Workflow Trigger - Messaging Error Code - SMS](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-messaging-error-code-sms.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The "Messaging Error - SMS" trigger allows you to initiate… - [Workflow Trigger - Task Completed](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-task-completed.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Task Completed workflow trigger allows you to automate… - [T&C Filter for Forms, Surveys & Quizzes in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/t-c-filter-for-forms-surveys-quizzes-in-workflows.md): TABLE OF CONTENTS Overview Feature Benefits How It Works Use Cases FAQs Need Help? Overview We’ve introduced a new feature in workflows— T&C Filter… - [Copy or Delete Triggers in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/copy-or-delete-triggers-in-workflows.md): This article will show you how to speed up your workflow building with the new Copy and Delete Trigger enhancements. You can now duplicate triggers in… - [Workflow Trigger - Transcript Generated](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-transcript-generated.md): Learn how to use GHL Customer Care’s Transcript Generated trigger to automate post-call workflows, analyze call transcripts, and boost team productivity. - [Workflow Trigger Narration and Statistics](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-narration-and-statistics.md): Get instant visibility into workflow triggers: human-readable filter narration plus per-trigger stats (Attempted, Matched, Unmatched) with drill-downs. - [Workflow Trigger - Scheduler](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-scheduler.md): Run time‑based, contactless automations in GHL Customer Care. Schedule hourly/daily/weekly/monthly, preview next runs, skip weekends, and integrate via webhooks & apps. - [Go-To Connections for Triggers: Advanced Builder Workflow](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/go-to-connections-for-triggers-advanced-builder-workflow.md): Route each trigger to its own start action with dashed Go-To connections in Advanced Builder. Clean entry logic, no duplicate workflows, faster execution. - [Workflow Triggers- Abandoned Checkout Trigger for E-commerce Stores](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-triggers-abandoned-checkout-trigger-for-e-commerce-stores.md): Learn how to set up the Abandoned Checkout trigger in GHL Customer Care to recover lost sales with automated email, SMS, filters, and Shopify integration. - [Workflow Trigger - Product Review Submitted (for E-commerce Stores)](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-product-review-submitted-for-e-commerce-stores.md): Set up GHL Customer Care’s Product Review Submitted trigger to automate review follow-ups in minutes. Filter by rating, product, store, keywords, and reviewer details. - [Workflow Trigger - Order Fulfilled (For Ecommerce Stores)](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/workflow-trigger-order-fulfilled-for-ecommerce-stores.md): Learn how to use GHL Customer Care’s Ecommerce Stores Order Fulfilled trigger to send shipment updates, segment buyers, and automate post-purchase workflows with filters. - [Connect External MCP Servers to AI Agents in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/connect-external-mcp-servers-to-ai-agents-in-workflows.md): Learn how to connect external MCP servers to AI Agents in GHL Customer Care Workflows for real-time searches, automation, and external tool access. - [How to Use the Client Portal File Uploaded Workflow Trigger](https://docs.ghlcustomercare.com/docs/workflows/workflow-triggers/how-to-use-the-client-portal-file-uploaded-workflow-trigger.md): Set up GHL Customer Care’s Client Portal File Uploaded workflow trigger to automate follow-up, alert your team, and manage client document submissions efficiently. - [Workflow Action - Goal Event](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-goal-event.md): Learn how to use the Goal Event action in GHL Customer Care workflows to automate responses to key actions like link clicks, payments, or appointments. - [Workflow Action - Dare/Time Formatter](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-dare-time-formatter.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Date/Time Formatter action allows you to format and compare… - [Workflow Action - Number Formatter](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-number-formatter.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Number Formatter workflow action is used to format and… - [Conversation AI Post-Appointment Booking Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/conversation-ai-post-appointment-booking-actions.md): We are thrilled to introduce a significant enhancement to our Conversation AI platform—Sub-Account Appointment Booking Intent. This powerful feature… - [How to send Email using AI in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/how-to-send-email-using-ai-in-workflows.md): This article will show you how to quickly generate professional, high-converting emails in your workflows using GHL Customer Care’s new Email Action AI !… - [Workflow Actions - Conversation AI](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-actions-conversation-ai.md): Use the Conversation AI Bot workflow action to ask a question, wait for a reply, branch on conditions, pick a channel, and leverage prompt context effectively. - [How to Generate Custom Code with AI in Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/how-to-generate-custom-code-with-ai-in-workflows.md): Learn how to use Build with AI in workflow Custom code actions to generate JavaScript, add input properties, test output, and save automation code. - [Copy Workflow Actions Across Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/copy-workflow-actions-across-workflows.md): Copy single steps or entire action blocks across workflows in the same sub-account. Use Quick Paste or Paste Below to keep setup consistent and move faster. - [Workflow Action: OpenRouter Generate Response](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-openrouter-generate-response.md): Learn how to use the OpenRouter Generate Response workflow action in GHL Customer Care to generate AI-powered messages, automate responses, and enhance workflows with AI. - [Workflow Action - Invoke Agent Studio Agent](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-invoke-agent-studio-agent.md): Learn how to invoke Agent Studio agents inside GHL Customer Care workflows to automate AI-driven tasks, generate content, enrich leads, and power dynamic branching. - [Workflow Action - Email Verification](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/workflow-action-email-verification.md): Learn how to use the Email Verification Action in GHL Customer Care workflows to validate emails, reduce bounces, branch contacts, and improve deliverability. - [Mistral AI: Workflow Actions](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/mistral-ai-workflow-actions.md): Use Mistral AI in GHL Customer Care Workflows to generate text, create embeddings, analyze images, and automate smarter customer journeys. - [Automate Marketing Audit Reports in GHL Customer Care Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/automate-marketing-audit-reports-in-ghl-customer-care-workflows.md): Learn how to automate marketing audit reports in GHL Customer Care workflows and send personalized emails or SMS with dynamic report links and business data. - [Linear Integration in GHL Customer Care Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/linear-integration-in-ghl-customer-care-workflows.md): TABLE OF CONTENTS What is the Linear Integration in Workflows? Key Benefits of the Linear Integration in Workflows Linear Triggers and Actions Linear… - [Workflow Trigger - Video Tracking](https://docs.ghlcustomercare.com/docs/workflows/developer-resources/workflow-trigger-video-tracking.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview This trigger initiates workflows when a viewer reaches a… - [Workflow Trigger - Inbound Webhook](https://docs.ghlcustomercare.com/docs/workflows/developer-resources/workflow-trigger-inbound-webhook.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Inbound Webhook Trigger in GHL Customer Care allows users… - [Workflow Trigger - Number Validation](https://docs.ghlcustomercare.com/docs/workflows/developer-resources/workflow-trigger-number-validation.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Number Validation Trigger in GHL Customer Care enables… - [Interactive Voice Response (IVR) Guide - Triggers & Actions](https://docs.ghlcustomercare.com/docs/workflows/developer-resources/interactive-voice-response-ivr-guide-triggers-actions.md): Seamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer… - [Facebook Conversion API Workflow Trigger Not Working](https://docs.ghlcustomercare.com/docs/workflows/troubleshooting-workflows/facebook-conversion-api-workflow-trigger-not-working.md): Please make sure that you are not using the test workflow button when testing the Facebook Conversion API in Workflow. Always save and publish and use… - [Split Action](https://docs.ghlcustomercare.com/docs/workflows/unpublished-articles/split-action.md): More Tutorials from the Community https://youtu.be/Fzxfsrf934U https://youtu.be/4lYZzaZbPEc https://youtu.be/YONy1TjgN_8 https://youtu.be/jayuTmTMGEs In… - [Text Formatter - How to format text the way you want](https://docs.ghlcustomercare.com/docs/workflows/unpublished-articles/text-formatter-how-to-format-text-the-way-you-want.md): More Tutorials from the Community https://youtu.be/9in6dO8jEJ8 https://youtu.be/3PiU8g9K04Y https://youtu.be/51rx49XK7tk https://youtu.be/6ovRBVv_lJs In… - [Workflow Recipes - Instagram Comment Automation](https://docs.ghlcustomercare.com/docs/workflows/workflow-recipes/workflow-recipes-instagram-comment-automation.md): Create a workflow from this recipe to get an example of a full IG "comment to get the file" style workflow. Trigger: fires on any first level comment on… - [Workflow Recipes - Facebook comments + Workflow AI](https://docs.ghlcustomercare.com/docs/workflows/workflow-recipes/workflow-recipes-facebook-comments-workflow-ai.md): Create a workflow from this recipe to get an example of an AI-customized reply comment that also sends a DM only if the comment was positive. Trigger… - [Workflow Recipes - Facebook Comment Automation](https://docs.ghlcustomercare.com/docs/workflows/workflow-recipes/workflow-recipes-facebook-comment-automation.md): Create a workflow from this recipe to get an example of a full FB "comment to get the file" style workflow. Trigger: fires on any first level comment on… - [Workflow Trigger - Birthday Reminder](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-birthday-reminder.md): Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. - [Workflow Triggers - Note Changed](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-triggers-note-changed.md): This article explains the Note Changed workflow trigger, a tool designed to automate actions whenever a note in a contact record is modified. You’ll… - [Workflow Trigger - Task Completed](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-task-completed.md): Managing tasks efficiently is key to maintaining smooth business operations. The Task Completed Workflow Trigger in GHL Customer Care helps automate… - [Workflow Trigger - Contact Changed](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-changed.md): Learn how to use the "Contact Changed" workflow trigger in GHL Customer Care to automate actions when contact details are updated, ensuring timely & accurate follow-up. - [Workflow Trigger - Contact Tag](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-tag.md): This article explains the Contact Tag Workflow Trigger in GHL Customer Care, detailing how it can automate workflows when tags are added or removed from a… - [Workflow Trigger - Contact Created](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-created.md): The "Contact Created" Workflow Trigger is designed to initiate workflows when a new contact is added to the system. This allows for automated actions… - [Workflow Trigger - Birthday Reminder](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-birthday-reminder-155000002670.md): The Birthday Reminder Workflow Trigger allows businesses to send automated birthday greetings, special offers, or reminders to contacts based on their… - [Workflow Trigger - Contact DND](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-dnd.md): Use GHL Customer Care’s Contact DND trigger to automate opt-outs and re-engagement. Customize by channel and direction to boost compliance and customer trust. - [Workflow Trigger - Custom Date Remimder](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-custom-date-remimder.md): The Custom Date Reminder Workflow Trigger is designed to help businesses automate reminders and notifications based on specific custom dates, such as… - [Workflow Trigger - Note Added](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-note-added.md): This article explains the "Note Added" workflow trigger, a tool designed to automate actions whenever a new note is added to a contact’s record. You’ll… - [Workflow Trigger - Note Changed](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-note-changed.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Note Changed trigger is designed to initiate specific… - [Workflow Trigger - Task Added](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-task-added.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Task Added trigger allows you to initiate a workflow… - [Workflow Trigger - Task Reminder](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-task-reminder.md): Learn how to use the Task Reminder workflow trigger in GHL Customer Care to automate task notifications, improve deadline management, and streamline task-related workflows. - [Workflow Trigger - Trigger Link Clicked](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-trigger-link-clicked.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Trigger Link Clicked trigger initiates a workflow… - [Workflow Trigger - Contact Engagement Score](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-triggers/workflow-trigger-contact-engagement-score.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Contact Engagement Score trigger is used to add… - [Workflow Action - Go To](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-go-to.md): The Go-To event allows you to jump contacts from one event to another in Workflows. To use a Go-To step, simply add a Go-To event and then draw a line to… - [Workflow Action - Set Event Start Date](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-set-event-start-date.md): In this guide, we'll explore the "Set Event Start Date" function, a dynamic tool that lets you schedule tasks and reminders within your workflow for precise event management. This feature is crucial for maintaining well-organized webinars, and conferences - [Workflow Action - Array Formatter](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-array-formatter.md): The action Array Formatter allow users to perform operations on arrays (lists of data). With these powerful actions, users can manipulate, filter, and… - [Workflow Action - Wait](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-wait.md): Learn how to use the Wait Action in GHL Customer Care Workflows to pause contacts by delay, date, schedule, appointment, reply, action, or custom conditions easily. - [Workflow Action - If/Else](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-if-else.md): Learn how to use the If/Else action in workflows to automate decision-making based on tags, appointments, and custom contact conditions. - [Workflow Action - Remove from Workflow](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-remove-from-workflow.md): In this article, you’ll discover how to use the “Remove from Workflow” action to efficiently manage contacts across your automation workflows. We’ll… - [Action - Add to Workflow -> Workflow Action - Add to Workflow](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/action-add-to-workflow-workflow-action-add-to-workflow.md): The “Add to Workflow” action enables you to automatically move contacts into specific workflows, ensuring smooth transitions between stages of… - [Workflow Action - Split](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-split.md): The Split Action is a powerful tool for optimizing workflows by dividing contacts into different paths. This feature is crucial for automating lead… - [Workflow Action - Stripe One Time Charge](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-stripe-one-time-charge.md): The Stripe One-Time Charge workflow action in GHL Customer Care allows businesses to automate payments by charging customers per lead, appointment, or form… - [Workflow Action - Stripe One Time Charge](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-stripe-one-time-charge-155000003366.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details How to Configure Example Suggested Triggers Additional Notes Overview The "… - [Workflow Action - Send Invoice](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-invoice.md): Learn how to configure GHL Customer Care’s Send Invoice workflow action, choose templates, channels, and modes, and track status for faster, reliable billing. - [Workflow Action - Send Estimate](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-estimate.md): Learn how to configure, test, and track the GHL Customer Care Send Estimate workflow action with best‑practice blueprints, templates, and troubleshooting tips. - [Workflow Trigger - Order Submitted](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-trigger-order-submitted.md): Order Submitted Trigger & PayPal Support for Recurring Invoices for GHL Customer Care - [Workflow Action - Send Recurring Invoice](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-recurring-invoice.md): Learn how to schedule and send recurring invoices automatically in GHL Customer Care workflows. Set start dates, frequencies, Auto‑Pay, and more to streamline billing. - [Workflow Action - GPT Powered by OpenAI](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-gpt-powered-by-openai.md): Learn how to use GHL Customer Care’s GPT Workflow Action powered by OpenAI. Automate tasks, scale AI workflows, and pay zero-markup token pricing. - [Conversation AI: Multiple Messages in One Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/conversation-ai-multiple-messages-in-one-workflow-action.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Conversation AI Bot action is designed to leverage… - [Workflow Action - Update Conversation AI Bot and Status](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-update-conversation-ai-bot-and-status.md): TABLE OF CONTENTS Overview Action Name Action Description Action Use Cases Key Notes Action Details Example & Scenarios Example 1: Dedicated Bot for Each… - [Workflow Action - AI Decision Maker](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-decision-maker.md): Automate contact routing in GHL Customer Care using Workflow AI Decision Maker—build smart branches with plain-English rules and zero code. - [Workflow Action - AI Intent Detection](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-intent-detection.md): The AI Intent Detection action analyzes text to automatically determine sentiment, categorizing it as POSITIVE, NEGATIVE, or NONE. This premium action… - [Workflow Action - AI Summarize](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-summarize.md): The AI Summarize action uses AI to automatically condense long content into concise summaries. Simply specify your desired summary length and input text… - [Workflow Action - AI Translate](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-translate.md): This article will guide you through using the AI Translate action in your workflows. You'll learn how to automatically translate text from a source… - [Workflow Action - AI Agent](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-agent.md): Learn how AI Agent workflow action automates tasks by planning, selecting tools, and executing steps autonomously—saving time and simplifying workflows. - [Workflow Action - AI Extract Data](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-extract-data.md): Learn how to use AI Extract Data in GHL Customer Care workflows to extract structured fields from emails, SMS, webhooks, and AI outputs. - [How to Parse Emails Using AI Extract Data Action](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/how-to-parse-emails-using-ai-extract-data-action.md): Learn how to parse inbound email content in GHL Customer Care workflows using AI Extract Data, then store extracted values and trigger follow-up actions automatically. - [Workflow Action – AI Image Generation](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-image-generation.md): Learn how to use AI Image Generation in GHL Customer Care workflows to create images, choose models and quality, apply brand settings, and access generated image URLs. - [Workflow Action – AI Analyze Image](https://docs.ghlcustomercare.com/docs/workflows/workflow-ai-workflow-actions/workflow-action-ai-analyze-image.md): Learn how to use AI Analyze Image in GHL Customer Care workflows to analyze images, extract text, configure prompts, use outputs, and automate visual data tasks. - [Workflow Trigger - Opportunity Changed](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-opportunity-changed.md): Learn how to use the Opportunity Changed workflow trigger in GHL Customer Care, including Has Changed operators, custom field filters, and date field support. - [Workflow Triggers - Opportunity Created](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-triggers-opportunity-created.md): Runs when the opportunity gets created Filters: Custom Values: - [Workflow Trigger - Stale Opportunities](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-stale-opportunities.md): Learn how to use the Stale Opportunities trigger in GHL Customer Care to re-engage deals, boost pipeline health, automate follow-ups, and improve sales efficiency. - [Workflow Trigger - Pipeline Stage Changed](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-pipeline-stage-changed.md): Tracking and managing opportunities efficiently is key to maintaining a streamlined sales process. The Pipeline Stage Changed Workflow Trigger automates… - [Workflow Trigger - Opportunity status changed](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-opportunity-status-changed.md): This article provides a detailed explanation of the "Opportunity Status Changed" workflow trigger, a tool that automates processes when the status of an… - [Workflow Trigger - Order Form Submission](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-order-form-submission.md): This article provides a detailed explanation of the "Order Form Submission" workflow trigger, a powerful tool for automating actions whenever a customer… - [Workflow Trigger - Order Fulfilled](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-order-fulfilled.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The " Order Fulfilled " trigger automates processes when an… - [Workflow Trigger - Order Placed](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-order-placed.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The "Order Placed" trigger is designed to automate tasks… - [Workflow Trigger - Opportunity Created](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-opportunity-created.md): The Opportunity Created trigger allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for… - [Workflow Trigger - Order Submitted vs Order Form Submission](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-triggers/workflow-trigger-order-submitted-vs-order-form-submission.md): The difference between triggers for a submitted order form and a submitted order comes down to payment . If there is an order form submission, then there… - [Workflow Action - Send Email](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-send-email.md): In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts… - [Workflow Action - Send SMS](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-send-sms.md): Learn how to configure the Send SMS action in GHL Customer Care workflows to send automated, personalized text messages for reminders, promotions, and updates. - [Workflow Action - Internal Notification](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-internal-notification.md): Learn how to set up Internal Notifications in GHL Customer Care workflows to alert your team via email, in-app, SMS, or WhatsApp. Includes new CC/BCC email support. - [Workflow Action - Slack Message](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-slack-message.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The " Slack Message " action enables you to send notifications… - [Workflow Action - Call](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-call.md): The Call workflow action helps your team respond quickly by automatically calling the person responsible for a contact and then connecting that person… - [Workflow Action - Voicemail](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-voicemail.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Voicemail action allows you to send a pre-recorded… - [Workflow Action - Manual SMS](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-manual-sms.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Manual SMS action allows you to create a task for a user to… - [Workflow Action - GMB](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-gmb.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Google My Business (GMB) action allows you to send messages… - [Workflow Action - Review Request](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-review-request.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Review Request action allows you to send a request to your… - [Workflow Action - Reply In Comments](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-reply-in-comments.md): This Workflow Action is used to respond to a comment with a comment. TABLE OF CONTENTS What Is Reply In Comments? Where To Find This Action Components… - [Workflow Action - Drip](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-drip.md): The Drip Action in workflows helps regulate the flow of contacts by processing them in batches at set intervals. This prevents overwhelming your system… - [Workflow Action - Add Task](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-add-task.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Add Task action allows you to create a new task with a… - [Workflow Action - Manual Call](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-manual-call.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Manual Call action allows you to create a call task for a… - [Workflow Action - WhatsApp](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-whatsapp.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The WhatsApp action allows you to send WhatsApp messages… - [Workflow Action - WhatsApp Customer Service Window Check](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-whatsapp-customer-service-window-check.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The WhatsApp Customer Service Window Check action allows you to… - [Workflow Action - Facebook Interactive Messenger](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-facebook-interactive-messenger.md): The Facebook Interactive Messenger action in workflows enables automatic replies through Facebook Messenger. TABLE OF CONTENTS What is Facebook… - [Workflow Action - Instagram Interactive Messenger](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-instagram-interactive-messenger.md): Learn how to set up Instagram Interactive Messenger in GHL Customer Care workflows. Automate DMs, add buttons or quick replies, and boost engagement effortlessly. - [AI Powered Email Generation in Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/ai-powered-email-generation-in-workflow-action.md): Create professional, high-converting emails in seconds with GHL Customer Care’s AI Email Action. Save time, boost engagement, and streamline workflow automation. - [Workflow Action - Create/Update Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-create-update-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Create or Update Opportunity" action in your automation… - [Workflow Action - Remove Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-remove-opportunity.md): Learn how to use the Remove Opportunity action in GHL Customer Care workflows to clean up your pipeline by automatically deleting outdated or irrelevant ones. - [Workflow Action - Find Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-find-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Find Opportunity action allows you to locate an existing… - [Workflow Action - Create Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-create-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Create Opportunity action is used to generate a new… - [Workflow Action - Update Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-update-opportunity.md): Learn how to use the Update Opportunity action in GHL Customer Care workflows to change pipeline stages, values, and more—based on contact activity or triggers. - [Workflow Action - Add Owner to Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-add-owner-to-opportunity.md): Learn how to use the Add Owner to Opportunity workflow action to automatically assign users to opportunities and sync ownership with contacts in GHL Customer Care. - [Workflow Action - Remove Owner from Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-remove-owner-from-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Remove Owner from Opportunity action allows you to clear… - [Workflow Action - Add Follower(s) to Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-add-follower-s-to-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Add Follower(s) to Opportunity action allows you to assign… - [Workflow Action - Remove Followers from Opportunity](https://docs.ghlcustomercare.com/docs/workflows/opportunity-workflow-actions/workflow-action-remove-followers-from-opportunity.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Remove Follower(s) From Opportunity action allows you to… - [Workflow Trigger - Form Submitted](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-form-submitted.md): Learn how to set up the Form Submitted workflow trigger in GHL Customer Care to automate tasks, collect data, send emails, and streamline customer interactions. - [Workflow Trigger - Call details](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-call-details.md): This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls. You will learn what this… - [Workflow Trigger - Customer Replied](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-customer-replied.md): Use the Customer Replied trigger with All-in-One Chat to filter by Chat Type, target specific widgets, and automate follow-ups with precision, every time. - [Workflow Trigger - Email Events](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-email-events.md): The Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions. Whether it’s an… - [Workflow Trigger - Inbound Email](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-inbound-email.md): Learn how to use the Inbound Email workflow trigger in GHL Customer Care to capture, route, filter, and automate actions from incoming emails. - [Workflow Trigger - User Replied](https://docs.ghlcustomercare.com/docs/workflows/events-workflow-triggers/workflow-trigger-user-replied.md): Learn how to use the User Replied trigger in GHL Customer Care workflows. Set up automations, configure filters, and streamline follow-ups with this complete guide. - [Workflow Trigger - Shopify Abandoned Cart](https://docs.ghlcustomercare.com/docs/workflows/shopify-workflow-triggers/workflow-trigger-shopify-abandoned-cart.md): Understand the Shopify Abandoned Checkout workflow trigger in GHL Customer Care. Configure the trigger and automate follow-ups with the shareable abandoned cart link. - [Workflow Trigger - Appointment Status](https://docs.ghlcustomercare.com/docs/workflows/appointments-workflow-triggers/workflow-trigger-appointment-status.md): Managing appointments efficiently is crucial for any business. The Appointment Status Workflow Trigger in GHL Customer Care automates actions based on… - [Workflow Trigger - Customer Booked Appointment](https://docs.ghlcustomercare.com/docs/workflows/appointments-workflow-triggers/workflow-trigger-customer-booked-appointment.md): This article provides an in-depth guide on using the "Customer Booked Appointment" workflow trigger, a powerful tool for automating actions when a… - [Workflow Trigger - Category Completed](https://docs.ghlcustomercare.com/docs/workflows/courses-workflow-triggers/workflow-trigger-category-completed.md): This article introduces the "Category Completed" trigger, a powerful tool for automating workflows based on product or course completion. You’ll learn… - [Workflow Trigger - Courses User Login ( Legacy Portal )](https://docs.ghlcustomercare.com/docs/workflows/courses-workflow-triggers/workflow-trigger-courses-user-login-legacy-portal.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The User Login trigger is designed to initiate specific… - [Workflow Trigger - Offer Access Granted](https://docs.ghlcustomercare.com/docs/workflows/courses-workflow-triggers/workflow-trigger-offer-access-granted.md): This article explains the "Offer Access Granted" workflow trigger, a tool that automates processes when a contact is granted access to a specific offer… - [Workflow Trigger - Offer Access Removed](https://docs.ghlcustomercare.com/docs/workflows/courses-workflow-triggers/workflow-trigger-offer-access-removed.md): This article explains the "Offer Access Removed" workflow trigger, a tool designed to automate processes when access to a specific offer is revoked… - [Workflow Action - Create Contact](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-create-contact.md): This article explains the "Create Contact" workflow action, a powerful tool that automates the creation and updating of contact records in your CRM. You… - [Workflow Action - Find Contact](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-find-contact.md): Learn how to use GHL Customer Care’s Find Contact action to match by email, phone, or custom fields, handle found/not-found branches, and pair with Inbound Webhook. - [Workflow Action - Update Contact Field](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-update-contact-field.md): The Update Contact Field workflow action changes information on a contact record automatically. Use it when GHL Customer Care should update a field as part… - [Workflow Action - Add Contact Tag](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-add-contact-tag.md): Learn how to use the Add Contact Tag workflow action in GHL Customer Care to organize contacts, automate segmentation, and trigger powerful workflows. - [Workflow Action - Add to Notes](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-add-to-notes.md): Learn how to use the Add to Notes workflow action in GHL Customer Care to add notes to a contact record using custom values, keeping context visible in the Notes tab. - [Workflow Action - Remove Contact Tag](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-remove-contact-tag.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Remove Contact Tag action is used to remove specific tags… - [Workflow Action - Remove Assigned User](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-remove-assigned-user.md): This article explains the "Remove Assigned User" workflow action, highlighting its purpose, benefits, and configuration process. You’ll also discover… - [Workflow Action - DND Contact](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-dnd-contact.md): Learn to automate Enable/Disable Do Not Disturb settings in GHL Customer Care workflows. Block inbound spam or respect opt-outs by enabling DND by channel & direction. - [Workflow Action - Copy Contact To Sub Account](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-copy-contact-to-sub-account.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The " Copy Contact " action allows you to duplicate a contact… - [Workflow Action - Assign To User](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-assign-to-user.md): This article provides a detailed guide to the “Assign To User” workflow action, a feature designed to simplify contact assignment within your workflows… - [Workflow Action - Go To](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-go-to.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Go-To event allows you to jump contacts from one place to… - [Workflow Action - GPT History](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-gpt-history.md): TABLE OF CONTENTS Overview Action Name Action Details Type of History How to use? Advanced options Points to be Noted Example Overview Using this feature… - [Workflow Actions - Delete Contact](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-actions-delete-contact.md): This article provides an overview of the Delete Contact action within workflows, how to configure it, and important considerations before using it. TABLE… - [Workflow Actions - Modify Contact Engagement Score](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-actions-modify-contact-engagement-score.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview The Modify Contact Engagement Score action allows businesses… - [Workflow Actions - Add Contact Follower](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-actions-add-contact-follower.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview Utilize the workflow action "Add Contact Followers" to add… - [Workflow Actions - Remove Contact Follower](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-actions-remove-contact-follower.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview Utilize the workflow action "Remove Contact Followers" to… - [Workflow Action - Add Leads Under an Affiliate](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-add-leads-under-an-affiliate.md): Learn how to set up and use the Add Leads Under an Affiliate action in GHL Customer Care workflows to automate lead assignment, attribution, and affiliate tracking. - [Workflow Action - Add Manual Sales For An Affiliate](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-add-manual-sales-for-an-affiliate.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview The "Add Manual Sales For An Affiliate" action in workflows… - [Workflow Actions - Log External Call](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-actions-log-external-call.md): Use this action to log third-party calls and recordings in GHL Customer Care, so all communication stays organized and visible in your CRM. - [Workflow Action - Generate One Time Booking Link](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-generate-one-time-booking-link.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview A one-time link is a unique scheduling link that… - [Workflow Action – Create and Associate Company](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-create-and-associate-company.md): Use the Create and Associate Company action in GHL Customer Care to auto-create a company record and link it to a contact within contact-based workflows. - [Workflow Action - Update Associated Company](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-update-associated-company.md): Automatically update company details linked to a contact in your workflow. Sync names, domains, and other company fields when contact data changes. - [Workflow Action - Clear Associated Company Fields](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-clear-associated-company-fields.md): Automatically clear or reset specific company fields linked to a contact. Use this action to remove outdated company data in your contact workflows. - [Workflow Action – Merge Contact](https://docs.ghlcustomercare.com/docs/workflows/contact-workflow-actions/workflow-action-merge-contact.md): Learn how to use Workflow Action – Merge Contact in GHL Customer Care to automatically merge duplicate contacts, reduce CRM clutter, and track results in logs. - [Workflow Trigger - Invoice](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-invoice.md): The “Invoice” workflow trigger automates actions based on changes in invoice status. Whether an invoice is sent or paid, this trigger can help streamline… - [Workflow Trigger - Product Access Granted](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-product-access-granted.md): This article provides a comprehensive guide to the "Product Access Granted" workflow trigger, a tool that automates actions when a customer gains access… - [Workflow Trigger - Product Access Removed](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-product-access-removed.md): This article explains the "Product Access Removed" workflow trigger, a tool designed to automate actions when a customer’s access to a product is… - [Workflow Trigger - Payment Received](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-payment-received.md): Learn how to use GHL Customer Care’s Payment Received trigger to automate confirmations, update contacts, and streamline follow-ups for invoices, subscriptions, and more. - [Workflow Trigger - Order Submitted](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-order-submitted.md): Managing post-purchase actions efficiently is crucial for any business. The Order Submitted Trigger in GHL Customer Care automates workflows based on… - [Workflow Trigger - Subscription](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-subscription.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Subscription Trigger in GHL Customer Care automates… - [Refund Workflow Trigger in GHL Customer Care](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/refund-workflow-trigger-in-ghl-customer-care.md): Automate refund workflows to improve customer service and operational efficiency with the powerful Refund Trigger feature in GHL Customer Care. - [Workflow Trigger - Estimates](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-estimates.md): Filters can be applied to specify conditions for the event, such as the status of the estimate or its value. - [Workflow Trigger - Coupon Code Applied](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-coupon-code-applied.md): Automate actions the moment a shopper enters a coupon code at checkout in GHL Customer Care. Filter events, upsell, segment customers, and recover abandoned carts. - [Workflow Trigger - Coupon Code Redeemed](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-coupon-code-redeemed.md): Automate actions the moment a shopper redeems a coupon code in GHL Customer Care. Filter events, upsell, segment customers types, and send personalized messages. - [Workflow Trigger - Coupon Redemption Limit Reached](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-coupon-redemption-limit-reached.md): Automate actions the moment a coupon redemption limit is reached using this trigger. Filter events, upsell, segment customers, and recover abandoned carts. - [Workflow Trigger - Coupon Code Expired](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-triggers/workflow-trigger-coupon-code-expired.md): Learn how to set up the Coupon Code Expired workflow trigger to automate promotions, notify teams, and re‑engage customers when a coupon reaches its end date. - [Workflow Trigger - Facebook Lead Form Submitted](https://docs.ghlcustomercare.com/docs/workflows/facebook-instagram-events-workflow-triggers/workflow-trigger-facebook-lead-form-submitted.md): Easily automate your follow-ups and lead nurturing with the Facebook Lead Form Submitted workflow trigger. This guide walks you through everything you… - [Workflow Trigger - Facebook Comment(s) On A Post](https://docs.ghlcustomercare.com/docs/workflows/facebook-instagram-events-workflow-triggers/workflow-trigger-facebook-comment-s-on-a-post.md): This trigger fires when there is a comment on your Facebook post(s). TABLE OF CONTENTS What Is The Trigger - Facebook Comment(s) On A Post? Where To Find… - [Workflow Trigger - Instagram Comment(s) On A Post](https://docs.ghlcustomercare.com/docs/workflows/facebook-instagram-events-workflow-triggers/workflow-trigger-instagram-comment-s-on-a-post.md): This trigger fires when there is a comment on your Instagram post(s). TABLE OF CONTENTS What Is The Trigger - Instagram Comment(s) On A Post? Where To… - [Workflow Trigger - Courses New Sign Up](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/workflow-trigger-courses-new-sign-up.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The New Signup trigger is designed to automatically… - [Workflow Trigger - Product Completed](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/workflow-trigger-product-completed.md): This article provides an in-depth overview of the "Product Completed" workflow trigger, a powerful tool designed to automate actions after a customer… - [Workflow Trigger - Group access granted](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/workflow-trigger-group-access-granted.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Group Access Granted trigger workflows allows for… - [Workflow Trigger - Group Access Revoked](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/workflow-trigger-group-access-revoked.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview Group Access Revoked trigger in GHL Customer Care workflows… - [Workflow Trigger & Action - Grant/Revoke Private Channel Access](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/workflow-trigger-action-grant-revoke-private-channel-access.md): TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview The Grant/Revoke Private Channel Access workflow action… - [Gamification/ Leaderboard triggers and actions for Community groups](https://docs.ghlcustomercare.com/docs/workflows/communities-workflow-triggers/gamification-leaderboard-triggers-and-actions-for-community-groups.md): Objective : This guide helps you set up workflow triggers and actions based on community group membership, focusing on awarding gamification points and… - [Workflow Trigger - Start IVR Trigger](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-triggers/workflow-trigger-start-ivr-trigger.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The "Start IVR Trigger" in GHL Customer Care enables you to… - [Trigger - Note Added -> Workflow Trigger - Note Added](https://docs.ghlcustomercare.com/docs/workflows/notes-workflow-triggers/trigger-note-added-workflow-trigger-note-added.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The "Note Added" trigger is used to initiate specific… - [Workflow Action - Add To Affiliate Manager](https://docs.ghlcustomercare.com/docs/workflows/affiliate-workflow-actions/workflow-action-add-to-affiliate-manager.md): Action - Add To Affiliate Manager - [Workflow Action - Add To Affiliate Campaign](https://docs.ghlcustomercare.com/docs/workflows/affiliate-workflow-actions/workflow-action-add-to-affiliate-campaign.md): Action - Add To Affiliate Campaign - [Action - Update Affiliate -> Workflow Action - Update Affiliate](https://docs.ghlcustomercare.com/docs/workflows/affiliate-workflow-actions/action-update-affiliate-workflow-action-update-affiliate.md): Action - Update Affiliate - [Workflow Action - Remove From Affiliate Campaign](https://docs.ghlcustomercare.com/docs/workflows/affiliate-workflow-actions/workflow-action-remove-from-affiliate-campaign.md): Action - Remove From Affiliate Campaign - [Workflow Trigger - Survey Submitted](https://docs.ghlcustomercare.com/docs/workflows/forms-and-surveys-workflow-triggers/workflow-trigger-survey-submitted.md): Learn how to automate workflows in GHL Customer Care when a survey is submitted. Set filters, apply tags, and streamline follow-ups using the Survey Submitted Trigger. - [Workflow Trigger - Funnel/Website Page View](https://docs.ghlcustomercare.com/docs/workflows/forms-and-surveys-workflow-triggers/workflow-trigger-funnel-website-page-view.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The Funnel/Website PageView trigger allows users to… - [Workflow Trigger - TikTok Form Submit](https://docs.ghlcustomercare.com/docs/workflows/tiktok-workflow-triggers/workflow-trigger-tiktok-form-submit.md): TABLE OF CONTENTS Overview Trigger Name Trigger Description How to Configure Example Overview The TikTok Form Submitted trigger is designed to start a… - [Workflow Action - Messenger](https://docs.ghlcustomercare.com/docs/workflows/social-media-communication/workflow-action-messenger.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Messenger action allows you to send a message directly to a… - [Workflow Action - Instagram DM](https://docs.ghlcustomercare.com/docs/workflows/social-media-communication/workflow-action-instagram-dm.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Instagram DM action allows you to send a direct message to… - [Workflow Action - Google Sheets](https://docs.ghlcustomercare.com/docs/workflows/integrations-workflow-actions/workflow-action-google-sheets.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Google Sheets action allows you to send data from your… - [Workflow Action - Custom Code](https://docs.ghlcustomercare.com/docs/workflows/integrations-workflow-actions/workflow-action-custom-code.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Custom Code action allows you to extend your workflow’s… - [Workflow Action - Add To Google Analytics](https://docs.ghlcustomercare.com/docs/workflows/integrations-workflow-actions/workflow-action-add-to-google-analytics.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details How to Configure Example Suggested Triggers Additional Notes Overview The "… - [Workflow Action - Add To Google Ads](https://docs.ghlcustomercare.com/docs/workflows/integrations-workflow-actions/workflow-action-add-to-google-ads.md): Learn to set up the Add to Google Ads workflow action to track real leads as conversions. Boost ROI by syncing form fills, chats, and bookings to Google Ads. - [Workflow Action - Webhook (Outbound)](https://docs.ghlcustomercare.com/docs/workflows/webhooks-workflow-actions/workflow-action-webhook-outbound.md): Learn how to use the outbound Webhook action in the Workflow Builder. You'll find out how to automatically send contact data (and more) from… - [Workflow Action - Custom webhook](https://docs.ghlcustomercare.com/docs/workflows/webhooks-workflow-actions/workflow-action-custom-webhook.md): Learn to use GHL Customer Care’s Custom Webhook action—configure auth, headers, params, payloads—and test requests. Includes GET/POST/PUT/DELETE examples. - [User Lifecycle Events via Webhooks](https://docs.ghlcustomercare.com/docs/workflows/webhooks-workflow-actions/user-lifecycle-events-via-webhooks.md): Learn how to use GHL Customer Care user lifecycle webhook events including user.created, user.updated, and user.deleted for real-time integrations and automation. - [Workflow Action - Update Custom Values](https://docs.ghlcustomercare.com/docs/workflows/send-data-workflow-actions/workflow-action-update-custom-values.md): The Update Custom Value workflow action in GHL Customer Care allows you to dynamically update or replace existing custom values within workflows. This… - [Workflow Action - Math Operation](https://docs.ghlcustomercare.com/docs/workflows/data-management/workflow-action-math-operation.md): This article explains how to use the Math Operation action in workflows to perform simple calculations like addition, subtraction, multiplication, and… - [Workflow Action - Event Start Date](https://docs.ghlcustomercare.com/docs/workflows/data-management/workflow-action-event-start-date.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Event Start Date action in the workflow allows you to set a… - [Workflow Action - Text Formatter](https://docs.ghlcustomercare.com/docs/workflows/data-management/workflow-action-text-formatter.md): The Text Formatter action allows you to manage and transform text. TABLE OF CONTENTS What is Text Formatter? How To Use Text Formatter Text Formatter… - [Workflow Action - Appointment Booking Conversation AI Booking Bot](https://docs.ghlcustomercare.com/docs/workflows/appointments-workflow-actions/workflow-action-appointment-booking-conversation-ai-booking-bot.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The " Appointment Booking Conversation AI Bot " is designed to… - [Workflow Action - Update Appointment Status](https://docs.ghlcustomercare.com/docs/workflows/appointments-workflow-actions/workflow-action-update-appointment-status.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The " Update Appointment Status " action changes the status of… - [Workflow Action - IVR Say/Play](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-actions/workflow-action-ivr-say-play.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Say/Play action allows you to provide instructions or… - [Workflow Action - IVR Gather Input On Call](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-actions/workflow-action-ivr-gather-input-on-call.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Gather Input On Call action enables users to gather inputs… - [Workflow Action - IVR Connect Call](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-actions/workflow-action-ivr-connect-call.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Connect Call (IVR) action allows you to transfer an ongoing… - [Workflow Action - IVR End Call](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-actions/workflow-action-ivr-end-call.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The End Call (IVR) action allows the IVR system to immediately… - [Workflow Action - Record Voicemail](https://docs.ghlcustomercare.com/docs/workflows/ivr-workflow-actions/workflow-action-record-voicemail.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Record Voicemail (IVR) action allows users to record audio… - [Workflow Action - Course Grant Offer](https://docs.ghlcustomercare.com/docs/workflows/memberships-and-communities-workflow-actions/workflow-action-course-grant-offer.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Course Grant Offer action allows you to automate the… - [Workflow Action - Course Revoke Offer](https://docs.ghlcustomercare.com/docs/workflows/memberships-and-communities-workflow-actions/workflow-action-course-revoke-offer.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Course Revoke Offer action enables you to automate the… - [Workflow Trigger - LinkedIn Lead Form Submitted](https://docs.ghlcustomercare.com/docs/workflows/linkedin/workflow-trigger-linkedin-lead-form-submitted.md): Learn how to capture LinkedIn Lead Gen submissions in GHL Customer Care workflows, add Page/custom field filters, and set up testing, routing, and follow-ups. - [Workflow Action - Create an Associated Record for Contact](https://docs.ghlcustomercare.com/docs/workflows/custom-object-workflow-actions/workflow-action-create-an-associated-record-for-contact.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Create an Associated Record action in Contact-based… - [Workflow Action - Update an Associated Record for Contact](https://docs.ghlcustomercare.com/docs/workflows/custom-object-workflow-actions/workflow-action-update-an-associated-record-for-contact.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example: Tracking Remaining Slots for a Trip Overview The Update an Associated… - [Workflow Action - Clear Fields of Associated Record for Contact](https://docs.ghlcustomercare.com/docs/workflows/custom-object-workflow-actions/workflow-action-clear-fields-of-associated-record-for-contact.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Clear Fields of an Associated Record action allows users to… - [Workflow Action - Send Documents & Contracts](https://docs.ghlcustomercare.com/docs/workflows/documents-and-contracts-3/workflow-action-send-documents-contracts.md): Set up the Send Documents & Contracts action in GHL Customer Care. Map Sender fields to the From User or Template Owner, choose Email or Direct to automate delivery. - [Workflow Action – Find Object Record / Find Company](https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/workflow-action-find-object-record-find-company.md): Use Find Object Record or Find Company in GHL Customer Care to search and match custom object records or companies via inbound webhook data. Map fields, resolve matches - [Workflow Action – Remove Associated Records from Workflow](https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/workflow-action-remove-associated-records-from-workflow.md): Use Remove Associated Records from Workflow in GHL Customer Care to unenroll related contacts, companies, or custom objects by label - [Workflow Action – Add Associated Records to Workflow](https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/workflow-action-add-associated-records-to-workflow.md): Use Add Associated Records to Workflow in GHL Customer Care to enroll related contacts, companies, or custom objects by label—automation across all workflow types. - [Custom Object and Company Based Workflow Actions & Triggers](https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/custom-object-and-company-based-workflow-actions-triggers.md): Learn how to add/remove associated records and find Companies or Custom Objects in GHL Customer Care Workflows. Build data‑aware, relationship‑driven automation. - [Workflow Action: Associate Records](https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/workflow-action-associate-records.md): Automate CRM associations in GHL Customer Care with the Associate Records workflow action. Find and link Contacts, Companies, Opportunities, and Custom Objects using rules. - [Workflow Trigger - Company Changed](https://docs.ghlcustomercare.com/docs/workflows/company-workflow-triggers/workflow-trigger-company-changed.md): Use the Company Changed trigger in GHL Customer Care to start workflows when company fields are updated. - [Workflow Trigger - Company Created](https://docs.ghlcustomercare.com/docs/workflows/company-workflow-triggers/workflow-trigger-company-created.md): Start workflows automatically when a new company is added in GHL Customer Care. Use this trigger to assign owners, send onboarding emails, or tag new companies. - [Workflow Action – Create Company or Associated Contact](https://docs.ghlcustomercare.com/docs/workflows/company-workflow-actions/workflow-action-create-company-or-associated-contact.md): Use the Create Company or Associated Contact action in GHL Customer Care to auto-create company records or linked contacts within company-based workflows. - [Workflow Action - Update Company or Associated Contact](https://docs.ghlcustomercare.com/docs/workflows/company-workflow-actions/workflow-action-update-company-or-associated-contact.md): Use the Update Company or Associated Contact action in GHL Customer Care to auto-update company or linked contact details within company-based workflows. - [Workflow Action - Clear Fields of Company or Associated Contact](https://docs.ghlcustomercare.com/docs/workflows/company-workflow-actions/workflow-action-clear-fields-of-company-or-associated-contact.md): Automatically clear selected fields from company or associated contacts in workflows. Keep CRM data clean by removing outdated or irrelevant values. ## Reselling Products - [Online Listing Overview & Setup Doc](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/online-listing-overview-setup-doc.md): Set up and resell Listings in GHL Customer Care. Improve local SEO, connect social profiles, manage billing, and troubleshoot common Listings issues efficiently. - [How to Resell Listings to Your Clients](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/how-to-resell-listings-to-your-clients.md): Learn to resell Listings, customize pricing and manage subscriptions to generate recurring revenue using GHL Customer Care's directory sync feature for clients. - [Deploy Listings without Directly Charging the Client](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/deploy-listings-without-directly-charging-the-client.md): Learn how to activate Listings for sub-accounts without billing clients directly. Offer local SEO benefits seamlessly using the GHL Customer Care platform. - [How to sell Listings as part of a SaaS Offer](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/how-to-sell-listings-as-part-of-a-saas-offer.md): Add the Listings add-on to SaaS plans using the SaaS Configurator in GHL Customer Care to simplify feature delivery, automate provisioning, and boost recurring revenue. - [Getting Started with Listings](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/getting-started-with-listings.md): Set up and resell Listings with GHL Customer Care. Learn how to activate the feature, sync directories, and grow monthly recurring revenue with client-ready tools. - [Cancelling Listings for Your Sub-account in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/cancelling-listings-for-your-sub-account-in-ghl-customer-care.md): Learn how to cancel the Listings feature in GHL Customer Care, stop billing, and manage online directories effectively. Step-by-step guide and troubleshooting tips. - [Resolving Yext Canceled or Duplicate States – Step-by-Step Guide](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/resolving-yext-canceled-or-duplicate-states-step-by-step-guide.md): Encountering Yext in a duplicate or canceled state can be puzzling, but worry not, for we are here to guide you through the process with ease and… - [Adding Additional Attributes to Listings](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/adding-additional-attributes-to-listings.md): Learn how to enhance your online presence by adding detailed attributes like services, brands, languages and keywords to your business listings in GHL Customer Care. - [Google Business Profile and Facebook Integration with Listings](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/google-business-profile-and-facebook-integration-with-listings.md): Learn how to link your Google Business Profile (GBP) and Facebook Page directly from GHL Customer Care's Listings dashboard to sync data, boost SEO, and save time. - [Online Listings: Supported Countries & Coverage](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/online-listings-supported-countries-coverage.md): Discover where GHL Customer Care Listings is currently available and supported. View the full country coverage list and approximate directory counts for each market. - [How to Use the Listings Suggestions Feature](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/how-to-use-the-listings-suggestions-feature.md): Learn how to manage suggested updates from publishers using the Listings Suggestions feature in GHL Customer Care to keep your business information up-to-date. - [GHL Customer Care Listings](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/ghl-customer-care-listings.md): Enhance your clients' online presence with GHL Customer Care Listings. Manage and sync business info across multiple directories to improve local SEO and visibility. - [How to use Entity History in Listings with GHL Customer Care Audit Logs](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/how-to-use-entity-history-in-listings-with-ghl-customer-care-audit-logs.md): See how GHL Customer Care Listings Entity History audit logs track every change. Access, filter, review before-after edits to stay up to date and troubleshoot quickly. - [Listings Analytics Dashboard](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/listings-analytics-dashboard.md): Learn how to use the Online Listings Analytics Dashboard in GHL Customer Care to track impressions, actions, and performance trends across business directories. - [Multi-Location Management Within a Single Sub-Account](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/multi-location-management-within-a-single-sub-account.md): We’re thrilled to launch Multi-Location Online Listing Management — a powerful feature that brings centralization, bulk control, and efficient oversight… - [GHL Customer Care Listings Engine Selection Guide: Uberall Integration](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/ghl-customer-care-listings-engine-selection-guide-uberall-integration.md): Discover why Uberall could be the ideal GHL Customer Care Listings engine for your agency. See coverage, pricing, setup steps and see how Uberall compares to Yext - [Listings - How to Use White‑Labeled Analytics Reports](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/listings-how-to-use-white-e2-80-91labeled-analytics-reports.md): Create branded, client-ready Listings Analytics reports. Customize graphs, export PDF, and send via your domain to boost trust, retention, and professionalism. - [Listings - Self Service Onboarding](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/listings-self-service-onboarding.md): Self Service Onboarding in GHL Customer Care Listings guides first‑time users through entity setup, hours, publisher connections, attributes, and social links to activate quickly - [Added ability to dismiss “Missing Info” alerts on entity profiles](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/added-ability-to-dismiss-missing-info-alerts-on-entity-profiles.md): Users can now dismiss missing info alerts on the entity detail screen for fields that are not applicable to a business (e.g., TikTok URL, YouTube page… - [Publisher Listing Force Sync (Yext & Uberall)](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/publisher-listing-force-sync-yext-uberall.md): Use Force Sync to prioritize stuck or delayed listing updates across Yext and Uberall. Learn availability, setup steps, limits, and troubleshooting in GHL Customer Care. - [Listings – Duplicate Suppression Management](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/listings-duplicate-suppression-management.md): Find and remove duplicate online listings from major directories. Improve local SEO, protect brand data, and manage suppression requests in GHL Customer Care. - [Split Business Hours, 24-Hour Days, and No-Set-Hours in Listings](https://docs.ghlcustomercare.com/docs/reselling-products/online-listings/split-business-hours-24-hour-days-and-no-set-hours-in-listings.md): Set split business hours in GHL Customer Care Listings with multiple daily time blocks, 24-hour days, or open without set hours. - [WhatsApp Full Setup Guide for Agency](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-full-setup-guide-for-agency.md): WhatsApp Auto-Reselling Guide for Agencies Learn how to resell WhatsApp to your clients, configure pricing, manage billing, and deploy WhatsApp with or… - [WhatsApp - Messaging Limits](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-messaging-limits.md): WhatsApp Messaging Limits Understand how WhatsApp messaging limits work, how to increase them, and best practices to keep your messaging quality high… - [How to Set Up WhatsApp for a Sub-Account](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-set-up-whatsapp-for-a-sub-account.md): Learn how to set up WhatsApp in GHL Customer Care sub-accounts. Covers new/existing number setup, templates, pricing, conversations, and agency reselling options. - [WhatsApp Pricing, Billing, and Rebilling Guide](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-pricing-billing-and-rebilling-guide.md): Learn how the WhatsApp billing, pricing tiers, subscriptions and rebilling work in GHL Customer Care. Stay compliant and optimize costs with this complete guide. - [WhatsApp Template Statuses and Best Practice](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-template-statuses-and-best-practice.md): Learn WhatsApp template statuses, inline variable validation rules, common rejection reasons, approval steps, and best practices for reliable template setup. - [How to create a WhatsApp Template?](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-create-a-whatsapp-template.md): Create WhatsApp templates in GHL Customer Care with valid numbered variables, inline validation, correct variable placement, and a cleaner Meta approval workflow. - [Template Categorisation Guidelines](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/template-categorisation-guidelines.md): WhatsApp Template Categorization Guidelines Our template category guidelines define how message templates are classified on WhatsApp. Use these… - [WhatsApp - Workflow Integration](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-workflow-integration.md): WhatsApp Workflow Automation In this article, we will discuss how WhatsApp can be integrated to create automated workflows in the CRM. Table of Contents… - [WhatsApp Contact Management and Smartlist](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-contact-management-and-smartlist.md): The "Valid WhatsApp" Contact Field Using this feature, users can check if a particular contact is on WhatsApp or not. This field can be used to create a… - [WhatsApp Bulk Action](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-bulk-action.md): Send WhatsApp bulk messages in GHL Customer Care using approved templates. Preview templates, replace media, track delivery stats, and manage Meta messaging limits. - [WhatsApp Business Display Name Guidelines](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-business-display-name-guidelines.md): WhatsApp Business Display Name Guidelines This article provides businesses on the WhatsApp Business Platform with clear guidelines for creating a… - [WhatsApp Media Templates](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-media-templates.md): WhatsApp Media Templates WhatsApp's media templates support enables you to send Images, Videos, Documents, and Location content. This guide shows how to… - [WhatsApp Business Profile Management](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-business-profile-management.md): Setup Guide WhatsApp Business Profile Management Learn how to set up and update your WhatsApp Business profile — including your profile picture, business… - [How to use LeadConnector/Twilio phone number for WhatsApp Business Account](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-use-leadconnector-twilio-phone-number-for-whatsapp-business-account.md): Setup Guide Connect LC / Twilio Number to WhatsApp Business Use your GHL Customer Care or Twilio phone number to register a WhatsApp Business Account — no… - [WhatsApp Delivery Status under Workflows](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-delivery-status-under-workflows.md): WhatsApp Delivery Status in Workflows In this article, we will discuss how to use WhatsApp delivery status inside workflows. Table of Contents… - [WhatsApp Quality Rating, Status Changes, and Messaging Limits](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-quality-rating-status-changes-and-messaging-limits.md): WhatsApp Quality Rating, Status Changes, and Messaging Limits Understand how your WhatsApp Business quality rating works, what happens when your phone… - [WhatsApp FAQs](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-faqs.md): WhatsApp Frequently Asked Questions Answers to common questions about subscriptions, migrations, frequency capping, business verification, and… - [Marketing Opt-out Button to Your Message Template](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/marketing-opt-out-button-to-your-message-template.md): Marketing Opt-Out Button You can now add a Marketing Opt-Out button to new promotional WhatsApp templates — giving customers greater control over how… - [WhatsApp Media Templates Now Available on Mobile Apps](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-media-templates-now-available-on-mobile-apps.md): WhatsApp Media Templates Now Available on Mobile Apps Sub-account admins and users can now send media-rich WhatsApp messages directly from the mobile app… - [WhatsApp Voice Note](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-voice-note.md): WhatsApp Voice Notes Send voice notes to your customers directly from the CRM for faster, more personal conversations Table of Contents • How to Send a… - [Missed Call WhatsApp Back — Overview & Setup](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/missed-call-whatsapp-back-overview-setup.md): Enable Missed Call WhatsApp Back in GHL Customer Care to auto‑reply on WhatsApp, personalize the message, and reduce missed‑lead drop‑off—no workflows required. - [WhatsApp: Send Message Templates (Snippets)](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-send-message-templates-snippets.md): Send WhatsApp snippets and templates in GHL Customer Care with runtime preview, category and language details, and one-click media replacement from Conversations and Bulk Actions. - [WhatsApp: Customer Service Window Check](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-customer-service-window-check.md): WhatsApp: Customer Service Window Check Use this workflow condition to send free-form WhatsApp messages at no cost within the 24-hour service window… - [WhatsApp Schedule Send](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-schedule-send.md): WhatsApp Schedule Send Schedule WhatsApp templates and free-form messages for timely, efficient customer communication Table of Contents • How to… - [WhatsApp Coexistence: Feature for Dual-Platform Messaging](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-coexistence-feature-for-dual-platform-messaging.md): Run WhatsApp from your phone and GHL Customer Care together. Sync chats/contacts, run automations and broadcasts, keep Status/Groups/Calls—no policy risk. - [WhatsApp: Workflow Statistics](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-workflow-statistics.md): WhatsApp Statistics in Workflows Track message performance and export detailed delivery reports for your WhatsApp workflow actions Table of Contents •… - [WhatsApp: Template Level Analytics](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-template-level-analytics.md): WhatsApp Template-Level Analytics Gain powerful insights and optimize your messaging strategy with per-template performance data Table of Contents • How… - [WhatsApp Flows: In app Appointment Booking](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-flows-in-app-appointment-booking.md): WhatsApp Automation WhatsApp Flows for Appointment Booking Create guided, in-chat booking experiences that increase conversions and reduce drop-offs What… - [WhatsApp Business Policy Violations & Appeals](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-business-policy-violations-appeals.md): WhatsApp Business Policy Violations & Appeals View the details of a policy violation on your WhatsApp Business account and learn how to file an appeal… - [WhatsApp Messages Errors: Meta Chose Not to Deliver and Message Undeliverable](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-messages-errors-meta-chose-not-to-deliver-and-message-undeliverable.md): WhatsApp Delivery Errors & Quality Ratings Understand "Meta Chose Not to Deliver" and "Message Undeliverable" errors, and how to improve your quality… - [WhatsApp Error- Message blocked to maintain quality standards.](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-error-message-blocked-to-maintain-quality-standards.md): Per-User Marketing Template Message Limits How WhatsApp caps marketing messages per user, and how to keep your campaigns effective within those limits… - [Voice Notes on WhatsApp (Mobile App)](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/voice-notes-on-whatsapp-mobile-app.md): Voice Notes on WhatsApp (Mobile App) Record and send voice notes directly from a WhatsApp conversation on the mobile app Table of Contents • What's New •… - [How to import WhatsApp templates using Snapshots into sub accounts](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-import-whatsapp-templates-using-snapshots-into-sub-accounts.md): Import WhatsApp Templates Using Snapshots Copy WhatsApp templates and other assets between sub-accounts quickly and consistently Table of Contents • How… - [How to Delete WhatsApp Phone number](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-delete-whatsapp-phone-number.md): How to Delete a WhatsApp Phone Number Remove a phone number from your WhatsApp account in a few confirmed steps Table of Contents • How to Delete a… - [How to Cancel WhatsApp subscription](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-cancel-whatsapp-subscription.md): How to Cancel Your WhatsApp Subscription Cancel or disconnect your WhatsApp subscription, and what to expect afterward TABLE OF CONTENTS How to Cancel… - [WhatsApp Marketing Messages to U.S. Numbers Paused Starting April 1, 2025](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-marketing-messages-to-u-s-numbers-paused-starting-april-1-2025.md): WhatsApp Marketing Messages to U.S. Numbers Paused Starting April 1, 2025 What's changing, what's still allowed, and how to prepare your messaging… - [How to Convert a Marketing Template into a Utility Template Using the Template Rewriter](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-convert-a-marketing-template-into-a-utility-template-using-the-template-r.md): Convert a Marketing Template into a Utility Template Use the Template Rewriter to revise and resubmit your template for a new category Table of Contents… - [WhatsApp Business Display Name: Guidelines, How to Change It, and Declined Fixes](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-business-display-name-guidelines-how-to-change-it-and-declined-fixes.md): Learn WhatsApp display name rules, how to change it in WhatsApp Manager, and how to fix “Declined” display name status in GHL Customer Care. - [Troubleshooting a Restricted WhatsApp Business Account](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/troubleshooting-a-restricted-whatsapp-business-account.md): Troubleshooting a Restricted WhatsApp Business Account Understand why your account was restricted and how to request a review Table of Contents • Why Is… - [How to Verify Your Phone Number on WhatsApp Business](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-verify-your-phone-number-on-whatsapp-business.md): How to Verify Your Phone Number on WhatsApp Business Confirm your business phone number so you can start sending and receiving WhatsApp messages Table of… - [Error: "The message was not delivered due to high-quality user experience"](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-the-message-was-not-delivered-due-to-high-quality-user-experience.md): "Message Not Delivered Due to High-Quality User Experience" Error Understand why this happens and how to get your message delivered Table of Contents •… - [Delete Phone Number Connected to WhatsApp Coexistence](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/delete-phone-number-connected-to-whatsapp-coexistence.md): This is a case where the client sub-account that is connected to WhatsApp Coexistence doesn't have the option to disable it. - [Error: The message was not delivered due to the "WhatsApp undelivered" error](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-the-message-was-not-delivered-due-to-the-whatsapp-undelivered-error.md): "WhatsApp Message Undeliverable" Error Common causes behind the "Message Undeliverable" error and how to resolve them Why This Happens When a WhatsApp… - [The message was not delivered due to per-user marketing template message limits error](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/the-message-was-not-delivered-due-to-per-user-marketing-template-message-limits.md): "Per-User Marketing Template Message Limits" Error Why this error appears and what to expect I am facing an error. The message was not delivered due to a… - [How to Verify Your Business on Meta](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-verify-your-business-on-meta.md): How to Verify Your Business on Meta Get better visibility, support, and protection on Meta platforms with Meta Verified for Business Table of Contents •… - [Why a WhatsApp Message Was Not Delivered](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/why-a-whatsapp-message-was-not-delivered.md): Why a WhatsApp Message Was Not Delivered Common reasons a message shows "sent" but not "delivered," and how to resolve each one Table of Contents •… - [Old WhatsApp Voice Notes Appearing Blank in Conversations](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/old-whatsapp-voice-notes-appearing-blank-in-conversations.md): Old WhatsApp Voice Notes Appearing Blank in Conversations Why older voice notes show as blank messages, and what's behind it We have identified an issue… - [Why You Can’t Edit Certain WhatsApp Templates](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/why-you-can-t-edit-certain-whatsapp-templates.md): Editing a WhatsApp message template and found the option unavailable? You are not alone. There are several reasons why certain templates can't be modified. - [Unable to send whats app text, due to invalid parameter error.](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/unable-to-send-whats-app-text-due-to-invalid-parameter-error.md): WhatsApp "Invalid Parameter" Error Why this happens when the "From" and "To" numbers match WhatsApp text fails with invalid parameter errors, as per the… - [How to troubleshoot "Whatsapp is stuck in pending status"](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-troubleshoot-whatsapp-is-stuck-in-pending-status.md): WhatsApp Troubleshooting WhatsApp Number Stuck in "Pending" Status What to do when a WhatsApp number remains pending for a week or more 1. Issue Summary… - [How to troubleshoot Unable to send OTP to verify Whatsapp number on the sub-account](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-troubleshoot-unable-to-send-otp-to-verify-whatsapp-number-on-the-sub-acco.md): Not Receiving the WhatsApp Verification OTP What to do when a number is already registered with the regular WhatsApp Business app Issue: Users are unable… - [How to send Images, Video, Audio and Document via WhatsApp](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-send-images-video-audio-and-document-via-whatsapp.md): WhatsApp Automation How to Send Images, Video, Audio and Documents via WhatsApp Send media messages from a workflow using the WhatsApp Media action Table… - [Why Does the “Payment Failed” Message Appear During WhatsApp Integration?](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/why-does-the-payment-failed-message-appear-during-whatsapp-integration.md): Why Does "Payment Failed" Appear During WhatsApp Integration? Resolve a failed agency-level payment blocking a sub-account's WhatsApp setup Table of… - [Requesting an Official Business Account: WhatsApp Blue Tick](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/requesting-an-official-business-account-whatsapp-blue-tick.md): WhatsApp Business Accounts Understanding Official Business Accounts (OBA) How to request one, what notability means, and what happens if a request is… - [What to Do When Your Meta Account Is Disabled or Business account is locked](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/what-to-do-when-your-meta-account-is-disabled-or-business-account-is-locked.md): What to Do If Your Meta Account Is Banned A structured appeal process to improve your chances of reinstatement Table of Contents • What to Do If Your… - [How to send WhatsApp Media: Images, Videos, Audio, Document via Workflow](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-send-whatsapp-media-images-videos-audio-document-via-workflow.md): Sending WhatsApp Media via Workflow Automate the delivery of images, videos, documents, and audio directly from a CRM Workflow using the WhatsApp Media… - [What to Do When Business Account has been locked or banned](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/what-to-do-when-business-account-has-been-locked-or-banned.md): What to Do When Your Business Account Has Been Locked Steps to appeal a locked Meta Business Account due to a policy violation, verification failure, or… - [How to Resolve the Issue of Duplicate Contacts for WhatsApp Messages](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-resolve-the-issue-of-duplicate-contacts-for-whatsapp-messages.md): Duplicate Contacts Created for WhatsApp Messages How to resolve duplicate contact entries even when "Allow Duplicate Contact" is disabled. Overview This… - [How to verify the business page in Facebook](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-verify-the-business-page-in-facebook.md): Business Verification on Meta What business verification is, why Meta requires it, and what email address to use. Overview To access certain products and… - [How to fix error "Your phone number isn't eligible to connect to the WhatsApp Business Platform. More activity on the WhatsApp Business App is needed to help determine eligibility." while onboarding for coexistence](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-fix-error-your-phone-number-isn-t-eligible-to-connect-to-the-whatsapp-bus.md): Your phone number isn't eligible to connect to the WhatsApp Business Platform yet — here's why, and how to resolve it. Overview If you're seeing this… - [How to Request a Review for Automatic Reclassification of a Utility Template to Marketing by Meta](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-request-a-review-for-automatic-reclassification-of-a-utility-template-to.md): Requesting a Review for Template Category Reclassification How to appeal when Meta reclassifies a Utility template as Marketing. Overview When submitting… - [WhatsApp Bulk Action - Failure Messages Fallback to SMS](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-bulk-action-failure-messages-fallback-to-sms.md): WhatsApp Bulk Message Fallback to SMS Configure SMS fallback for bulk WhatsApp messages so campaigns keep running despite Meta's marketing message… - [WhatsApp - Organize Templates Using Folders](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-organize-templates-using-folders.md): Learn how to use WhatsApp Template Folders to organize messages, track delivery trends, and view performance metrics with improved navigation and insights. - [WhatsApp V2 Action](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-v2-action.md): WhatsAppV2 Action Build chatbots and workflows that adapt in real time — no code or manual conditions required. WhatsAppV2 Actions is a powerful new way… - [Workflow Trigger: Click to WhatsApp Ads & Facebook Page CTA](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/workflow-trigger-click-to-whatsapp-ads-facebook-page-cta.md): Auto‑engage leads from Click‑to‑WhatsApp Ads & Facebook CTA. Learn setup, free conversations, pricing, and best practices in GHL Customer Care’s step‑by‑step guide. - [How to Use the WhatsApp Business Onboarding Checklist](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-use-the-whatsapp-business-onboarding-checklist.md): Once WhatsApp is connected to GHL Customer Care, the onboarding checklist guides setup of templates, automations, and chat widgets so you can message customers fast. - [Why WhatsApp Display Name is Declined](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/why-whatsapp-display-name-is-declined.md): WhatsApp Display Name: Declined Status & How to Fix It Understand why Meta declined your Display Name, and how to get it approved on resubmission. When… - [Troubleshooting WhatsApp Coexistence Chat History Sync Issues (Right After Onboarding)](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/troubleshooting-whatsapp-coexistence-chat-history-sync-issues-right-after-onboar.md): Troubleshooting Coexistence Chat History Sync Issues Right after onboarding, and your previous chats haven't shown up yet? Here's what to check. If… - [WhatsApp Template Error: “body: Parameter at index contains URL”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-template-error-body-parameter-at-index-contains-url.md): WhatsApp Template Error: "body: Parameter at index contains URL" Why this happens, and two ways to fix it. What This Means Your message template was… - [Interactive WhatsApp Messages](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/interactive-whatsapp-messages.md): Interactive WhatsApp Messages let you add buttons, lists, location, and contact cards to WhatsApp messages sent from GHL Customer Care making it easier for customers. - [WhatsApp Template Error: “New English (US) content can't be added while the existing English (US) content is being deleted. Try again in 4 weeks or consider creating a new message template.”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-template-error-new-english-us-content-can-t-be-added-while-the-existing.md): WhatsApp Template Error: English (US) Content Cool-Down Why you can't re-add English (US) content right after deleting it, and how to work around it… - [How to Setup and Use Trigger Links in WhatsApp Templates](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-setup-and-use-trigger-links-in-whatsapp-templates.md): Add Trigger Link buttons to WhatsApp V2 templates in GHL Customer Care. Track clicks, branch workflows, and analyze button performance. Includes setup steps and limits. - [Why WhatsApp Templates Are Rejected with an “Invalid Format” Error](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/why-whatsapp-templates-are-rejected-with-an-invalid-format-error.md): Learn why WhatsApp templates show Invalid Format errors, how GHL Customer Care catches variable issues inline, and how to fix formatting before submitting to Meta. - [WhatsApp Error: “Message type is currently not supported”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-error-message-type-is-currently-not-supported.md): Fixing the "Message Type Is Currently Not Supported" Error If you see the error "Message type is currently not supported" when sending messages through… - [WhatsApp Onboarding Error: Payment Method Already Exists](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-onboarding-error-payment-method-already-exists.md): Fixing "A Payment Method Already Exists for the Current WhatsApp Business Account" If you encounter the error message "Please create a new WhatsApp… - [WhatsApp as an Internal Notification Channel](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-as-an-internal-notification-channel.md): Enable WhatsApp as a user notification channel in GHL Customer Care to get instant alerts for conversations, tasks, reviews, and app events. Set up in minutes. - [Can I Use My Existing WhatsApp Number in CRM?](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/can-i-use-my-existing-whatsapp-number-in-crm.md): Can I Use My Existing WhatsApp Number in CRM? You can't directly use your existing personal or business WhatsApp number to register in CRM unless that… - [Do I Need a Meta Business Account to Use WhatsApp with CRM?](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/do-i-need-a-meta-business-account-to-use-whatsapp-with-crm.md): Do I Need a Meta Business Account to Use WhatsApp with CRM? Yes — to use WhatsApp with CRM, you need a Meta (Facebook) Business Account in Meta Business… - [WhatsApp Error: "In order to maintain a healthy ecosystem engagement, the message failed to be delivered"](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-error-in-order-to-maintain-a-healthy-ecosystem-engagement-the-message-f.md): Fixing "To Maintain a Healthy Ecosystem Engagement, the Message Failed to Be Delivered" If you're seeing this error, it means Meta (WhatsApp) blocked the… - [WhatsApp Audit Logs](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-audit-logs.md): Track who changed what and when for WhatsApp in GHL Customer Care. Use sub-account Audit Logs to speed troubleshooting, boost accountability, and reduce risk. - [Troubleshooting: Not Receiving the OTP to Verify Your WhatsApp Number](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/troubleshooting-not-receiving-the-otp-to-verify-your-whatsapp-number.md): Troubleshooting: Not Receiving the OTP to Verify Your WhatsApp Number If you are unable to receive the OTP (One-Time Password) while verifying your… - [WhatsApp Marketing & Bulk Actions: Quality Score & Deliverability Best Practices](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-marketing-bulk-actions-quality-score-deliverability-best-practices.md): WhatsApp Quality Score: How It Works and How to Protect It WhatsApp Marketing and Bulk Actions in CRM are powerful tools for customer engagement… - [Save WhatsApp Media to Contact Documents ("Add to Documents")](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/save-whatsapp-media-to-contact-documents-add-to-documents.md): Use Add to Documents to save inbound and outbound WhatsApp images, videos, PDFs, and files to a contact’s Documents for reliable 1‑year retention. - [Error: “This number is registered to an existing WhatsApp account”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-this-number-is-registered-to-an-existing-whatsapp-account.md): What does this error mean? This error appears during WhatsApp onboarding when the phone number you are trying to register is already linked to an… - [Whatsapp Calling in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-calling-in-ghl-customer-care.md): Learn how to configure and use WhatsApp Calling in GHL Customer Care, including setup, business hours, permissions, call routing, dispositions, reporting, and mobile support. - [Error: “This phone number is already registered to a WhatsApp account”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-this-phone-number-is-already-registered-to-a-whatsapp-account.md): What does this error mean? This error appears when the phone number you are trying to onboard for WhatsApp (Business or API) is already connected to an… - [Error: Business account is restricted from messaging users in this country](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-business-account-is-restricted-from-messaging-users-in-this-country.md): You may encounter the following WhatsApp error when attempting to send messages: “Business account is restricted from messaging users in this country.”… - [Native WhatsApp Voice Notes with Transcriptions](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/native-whatsapp-voice-notes-with-transcriptions.md): Send inline WhatsApp voice notes from GHL Customer Care with optional transcripts. Learn setup, limits, workflows, and troubleshooting for reliable delivery. - [Marketing Messages API for WhatsApp (MM Lite)](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/marketing-messages-api-for-whatsapp-mm-lite.md): Learn how MM Lite helps optimize WhatsApp marketing message delivery in GHL Customer Care, including benefits, setup steps, TTL, FAQs, and related resources. - [How to Migrate Your Existing WhatsApp Account to WhatsApp Cloud API](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-migrate-your-existing-whatsapp-account-to-whatsapp-cloud-api.md): How to Migrate Your Existing WhatsApp Account to WhatsApp Cloud API If you're using CRM and want to connect your existing WhatsApp business number to… - [WhatsApp To and From Number Selection](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-to-and-from-number-selection.md): Learn how GHL Customer Care automatically selects the correct WhatsApp From number in Conversations, keeps replies aligned with the 24-hour session. - [WhatsApp Platform Pricing & Feature Comparison](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-platform-pricing-feature-comparison.md): WhatsApp Add-On Pricing Transparent and straightforward — no inflated markups, no hidden surprises. $ Monthly Subscription $10 per month ✉ Messaging Cost… - [WhatsApp Error: “Message failed to send because more than 24 hours have passed since the customer last replied”](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-error-message-failed-to-send-because-more-than-24-hours-have-passed-sin.md): WhatsApp 24-Hour Customer Service Window Error This error occurs when you try to send a WhatsApp message to a customer after the 24-hour customer service… - [WhatsApp Business API Error #131037 — Display Name Approval Required](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-business-api-error-131037-display-name-approval-required.md): WhatsApp Business API Error #131037 — Display Name Approval Required 5 min read ERROR MESSAGE (#131037) WhatsApp provided number needs display name… - [How to Send WhatsApp Media Messages with Captions in Conversations](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-send-whatsapp-media-messages-with-captions-in-conversations.md): Learn how to send WhatsApp media messages with captions, attach files from Media Storage, use supported file types, and save media in GHL Customer Care easily. - [WhatsApp: Unsupported Message Type](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-unsupported-message-type.md): Troubleshooting Guide WhatsApp: Unsupported Message Type Understand why some messages appear as unsupported in GHL Customer Care, what message types are… - [Error 131026 — Message Undeliverable](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-131026-message-undeliverable.md): Troubleshooting Guide Error 131026 — Message Undeliverable Understand why WhatsApp messages fail to deliver with error code 131026, what causes it, and… - [Error 135000 — Generic User Error](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-135000-generic-user-error.md): Troubleshooting Guide Error 135000 — Generic User Error Understand why WhatsApp template messages fail with error code 135000, what causes it, and the… - [Error 131042 — Business Eligibility Payment Issue](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-131042-business-eligibility-payment-issue.md): Troubleshooting Guide Error 131042 — Business Eligibility Payment Issue Understand why WhatsApp messages are blocked with error code 131042, what payment… - [Error 131053 — Media Upload Error](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-131053-media-upload-error.md): Troubleshooting Guide Error 131053 — Media Upload Error Understand why media messages fail to send with error code 131053, which file types and sizes are… - [Error 131042 — Business Eligibility Payment Issue](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-131042-business-eligibility-payment-issue-155000007938.md): Troubleshooting Guide Error 131042 — Business Eligibility Payment Issue Understand why WhatsApp messages are blocked with error code 131042, what payment… - [Error 131000 — Something Went Wrong](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/error-131000-something-went-wrong.md): Troubleshooting Guide Error 131000 — Something Went Wrong Understand why WhatsApp messages fail with error code 131000, what causes it, and how to… - [How to Select WhatsApp Sender Numbers in Conversations](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-select-whatsapp-sender-numbers-in-conversations.md): Learn how to choose the correct WhatsApp sender number in GHL Customer Care Conversations, follow 24-hour messaging rules, and use templates when required. - [Redesigned WhatsApp Onboarding Experience in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/redesigned-whatsapp-onboarding-experience-in-ghl-customer-care.md): The Redesigned WhatsApp Onboarding Experience The redesigned WhatsApp onboarding experience in CRM helps businesses connect WhatsApp based on their… - [WhatsApp Credit Line Management](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-credit-line-management.md): WhatsApp Credit Line Management How credit lines work on WhatsApp Business Accounts — including the permanent attachment rule, sharing, revoking, and… - [WhatsApp Usernames: Contact Capture Without Phone Numbers](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/whatsapp-usernames-contact-capture-without-phone-numbers.md): GHL Customer Care now captures contacts when WhatsApp username adopters message your business. Learn how username-based contact creation works and what remains unchanged. - [How to Utilise the username in interactive messages](https://docs.ghlcustomercare.com/docs/reselling-products/whatsapp/how-to-utilise-the-username-in-interactive-messages.md): Requesting a Contact's Phone Number with a WhatsApp Interactive Message Use the Request Contact Info action in Automation to ask a contact to share their… - [Client Portal Branded Mobile APP -Full Setup Guide For Agency](https://docs.ghlcustomercare.com/docs/reselling-products/client-portal-branded-mobile-app/client-portal-branded-mobile-app-full-setup-guide-for-agency.md): In this article, we will discuss how you can resell Client Portal Branded Mobile APP to your clients and keep track of which all sub-accounts are using… - [How to Retry a Failed Payment for Any Reselling Products](https://docs.ghlcustomercare.com/docs/reselling-products/reselling-2/how-to-retry-a-failed-payment-for-any-reselling-products.md): If your payment for a product has failed, don't worry! You can easily retry your payment by following these simple steps. TABLE OF CONTENTS Why Payments… - [Cancellation for reselling subscriptions: In-app](https://docs.ghlcustomercare.com/docs/reselling-products/reselling-2/cancellation-for-reselling-subscriptions-in-app.md): Cancel resold add-on subscriptions from subaccount Billing. Review plan details, pick end-of-cycle or immediate cancellation, and use the unified unsubscribe flow. - [Reselling - Paywall Payment Error Handling Improvements](https://docs.ghlcustomercare.com/docs/reselling-products/reselling-2/reselling-paywall-payment-error-handling-improvements.md): GHL Customer Care’s latest Paywall enhancements introduce smarter Stripe error handling, clearer on-screen messages, and built-in safeguards that keep… - [Reselling Performance Insights in the Agency Dashboard](https://docs.ghlcustomercare.com/docs/reselling-products/reselling-2/reselling-performance-insights-in-the-agency-dashboard.md): Learn how to use GHL Customer Care’s Location-Level Breakdown widget to review sub-account revenue, cost, profit, margins, product views, graphs, and reselling performance. - [Fixed-Rate Rebilling for AI Products](https://docs.ghlcustomercare.com/docs/reselling-products/reselling-2/fixed-rate-rebilling-for-ai-products.md): Learn how to configure fixed-rate rebilling for Conversation AI and Voice AI in GHL Customer Care to simplify pricing, create predictable costs, and accelerate AI product adoption. ## Integrations - [How to Integrate Google Business Profile (GBP) With GHL Customer Care](https://docs.ghlcustomercare.com/docs/integrations/google-integrations/how-to-integrate-google-business-profile-gbp-with-ghl-customer-care.md): Learn how to connect your Google Business Profile to GHL Customer Care CRM to sync reviews, messages, and reputation tracking for better customer engagement. - [Google Business Profile - Chat sunset starting Jul 15, 2024](https://docs.ghlcustomercare.com/docs/integrations/google-integrations/google-business-profile-chat-sunset-starting-jul-15-2024.md): What is happening? Google is sunsetting its Google Business Profile - Chat starting from Jul 15, 2024 . We understand that this is a frustrating… - [Google Drive Integration in Media Storage](https://docs.ghlcustomercare.com/docs/integrations/google-integrations/google-drive-integration-in-media-storage.md): With the Google Drive integration, you can seamlessly sync files, manage media efficiently, and centralize your file storage. - [Communication and Social channel connection with GBP](https://docs.ghlcustomercare.com/docs/integrations/google-integrations/communication-and-social-channel-connection-with-gbp.md): You can now attach messaging (WhatsApp, Text/SMS) and social channels (Facebook, Instagram, LinkedIn, YouTube, TikTok, X, Pinterest) to your Google… - [Google Lead Ads Integration](https://docs.ghlcustomercare.com/docs/integrations/google-integrations/google-lead-ads-integration.md): Automatically sync Google Ads lead form submissions into your GHL Customer Care CRM. Connect multiple ad accounts, trigger workflows, and engage leads instantly. - [How to Connect Stripe to Your Sub-Account](https://docs.ghlcustomercare.com/docs/integrations/stripe-integration/how-to-connect-stripe-to-your-sub-account.md): Learn how to connect Stripe to a sub-account to enable secure payment processing and streamline billing across platforms with ease. - [How does the Stripe One Time Charge trigger work?](https://docs.ghlcustomercare.com/docs/integrations/stripe-integration/how-does-the-stripe-one-time-charge-trigger-work.md): The Stripe one time charge trigger is always associated with the stripe integration in the Agency Settings! - [Stripe Refund Status Sync (Fixed)](https://docs.ghlcustomercare.com/docs/integrations/stripe-integration/stripe-refund-status-sync-fixed.md): Stripe refunds now sync automatically to GHL Customer Care. Prevent duplicate refunds and keep payment data accurate and consistent. - [(Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/guest-tutorial-pabbly-connect-how-to-integrate-facebook-leads-ads-with-your-sub.md): GHL Customer Care can directly integrate with Facebook Lead Ads (see guide). In the event, you would like to integrate using a 3rd party service like Pabbly Connect or Zapier check out the tutorial below. - [Connect Multiple Facebook Pages to GHL Customer Care Sub-account](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/connect-multiple-facebook-pages-to-ghl-customer-care-sub-account.md): We are excited to announce the release of one of the most asked integration features - connecting multiple Facebook pages. TABLE OF CONTENTS What's new?… - [Facebook Conversion Leads Walkthrough](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-conversion-leads-walkthrough.md): The Lead event in Facebook Conversions API is a standard event that tracks when users provide their contact information on a website or in an app. The Lead event can be used to track various types of leads, such as form submissions and Facebook Lead form - [Facebook Conversions API Trigger in Workflows](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-conversions-api-trigger-in-workflows.md): With Workflows, you can add Facebook Conversion event actions in automation to send conversion data back to Facebook without anyone having to be cookied by a Facebook pixel! - [Facebook Domain Verification by Meta Tag](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-domain-verification-by-meta-tag.md) - [Facebook Lead Ad Integration & Troubleshooting Guide](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-lead-ad-integration-troubleshooting-guide.md): In this article, we will cover how to integrate Facebook Leads Ads directly into the CRM without using Zapier. Before we get started make sure to check the pre-requisite list below: - [Facebook Multi Page Lead Ads Integration](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-multi-page-lead-ads-integration.md): The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRM - [Facebook Multi page Troubleshoot](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-multi-page-troubleshoot.md): TABLE OF CONTENTS Setup facebook integration Troubleshoot: Why are my Lead Ads not making it into my Sub-Account? How do I integrate Facebook Leads using… - [Facebook Pages Don't Show or Won't Connect](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-pages-don-t-show-or-won-t-connect.md) - [Facebook Pages missing in Manage Pages during integration.](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-pages-missing-in-manage-pages-during-integration.md): The issue with Facebook Business Page(s) not showing up when you integrate FB with your CRM account is relatively common, and this article aims to help you troubleshoot that. - [Facebook Troubleshooting - Lead Ad Debugging](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-troubleshooting-lead-ad-debugging.md): This article has moved. Click here for more info - [Facebook Troubleshooting - Unintentionally Disconnecting Your Accounts](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-troubleshooting-unintentionally-disconnecting-your-accounts.md) - [How to set up a Funnel Event Pixel for Facebook Conversion API?](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/how-to-set-up-a-funnel-event-pixel-for-facebook-conversion-api.md): Facebook Conversions API (or CAPI) is designed to help businesses deliver personalized advertising experiences to customers and audiences, all while maintaining data privacy. - [Instagram Direct Messages (DMs)](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/instagram-direct-messages-dms.md): **Enable messaging here Instagram messaging connection settings are only available for Instagram accounts connected to Facebook Pages, Facebook Business… - [Messaging setup & troubleshoot](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/messaging-setup-troubleshoot.md): This guide will help you connect your Facebook Page and Instagram Business Account so that you can manage conversations directly from the CRM. TABLE OF… - [Multiple Facebook Pages - Troubleshooting CTA and Sync Lead Features](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/multiple-facebook-pages-troubleshooting-cta-and-sync-lead-features.md): This article will show you how to use the new Troubleshoot CTA and updated UI in the Facebook integration! With these improvements, you can easily fix… - [Step-by-Step Guide to Facebook Integration in GHL Customer Care](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/step-by-step-guide-to-facebook-integration-in-ghl-customer-care.md): Easily sync your Facebook leads with GHL Customer Care to automate workflows, fill your pipeline, and start campaigns without any one the manual work. - [Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times](https://docs.ghlcustomercare.com/docs/integrations/zapier-integration/zapier-troubleshooting-duplicate-contacts-or-added-to-campaigns-multiple-times.md) - [Zapier Troubleshooting - Zap Isn't Working!](https://docs.ghlcustomercare.com/docs/integrations/zapier-integration/zapier-troubleshooting-zap-isn-t-working.md): March 18th, 2020 Update Previous Updates - [Connect ServiceTitan + GHL Customer Care (Zapier)](https://docs.ghlcustomercare.com/docs/integrations/zapier-integration/connect-servicetitan-ghl-customer-care-zapier.md): Are you tired of manually transferring data between ServiceTitan and GHL Customer Care? What if there was a way to automate this process and save time? ServiceTitan is a powerful platform that helps service businesses manage their operations, - [How to Connect a GHL Customer Care Sub-Account with Zapier](https://docs.ghlcustomercare.com/docs/integrations/zapier-integration/how-to-connect-a-ghl-customer-care-sub-account-with-zapier.md): Learn how to connect your GHL Customer Care sub-account to Zapier using your CRM login credentials. - [Automatic Review Request When Invoice Paid in Quickbooks](https://docs.ghlcustomercare.com/docs/integrations/quickbooks/automatic-review-request-when-invoice-paid-in-quickbooks.md): The Quickbooks integration comes with a built-in automation to send a Review Request whenever a contact's first invoice is paid in full (balance drops to… - [Setting Up ActiveProspect Consent Tracking On A GHL Customer Care Form & Survey](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/setting-up-activeprospect-consent-tracking-on-a-ghl-customer-care-form-survey.md): Learn how to enable ActiveProspect (TrustedForm) consent tracking on GHL Customer Care forms and surveys, add the capture script, map the field, and verify cert URLs. - [Zoom Integration for Users' Calendar Bookings](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/zoom-integration-for-users-calendar-bookings.md): Zoom is a communications platform that allows users to connect with video, audio, phone, and chat simultaneously! Integrating your Zoom account with group calendars is easy to set up and is a great way to take your productivity to the next level. By synci - [How to use WebinarKit's GHL Customer Care Integration (Guest Tutorial)](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/how-to-use-webinarkit-s-ghl-customer-care-integration-guest-tutorial.md): Webinars are great ways to share information with your audience. WebinarKit makes webinars easier than ever by providing a simple way to create professional-looking webinars in minutes. WebinarKit gives you everything you need to make high-quality webinar - [Two Way Email Sync for Outlook](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/two-way-email-sync-for-outlook.md): Using 2-Way Sync for Outlook, Users can link their Outlook account with the CRM and sync emails to and from both platforms. When an email is first sent out from the CRM, a connection will be created between both platforms. - [Connect Google to Use Gmail for Email](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/connect-google-to-use-gmail-for-email.md): Two-way sync for Gmail allows users to integrate their Gmail account with the CRM and enables the synchronization of emails between the two platforms. This integration creates a connection between the platforms when the first email is sent from the CRM. - [LinkedIn Lead Ads integration](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/linkedin-lead-ads-integration.md): Seamlessly fetch all your leads from LinkedIn directly into your CRM with our easy integration. - [Email Failure: Insufficient Permission for 2-Way Sync](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/email-failure-insufficient-permission-for-2-way-sync.md): The "Email Failure: Insufficient Permission for 2-Way Sync" error occurs when GHL Customer Care no longer has the required permissions to access your… - [Integration UI/UX Revamp](https://docs.ghlcustomercare.com/docs/integrations/other-integrations/integration-ui-ux-revamp.md): Learn how to use the revamped Integration Page in GHL Customer Care with improved UI, faster performance, and simplified integration management. - [How to Use the Shopify Integration with Your Account](https://docs.ghlcustomercare.com/docs/integrations/shopify/how-to-use-the-shopify-integration-with-your-account.md): Connect your Shopify store to GHL Customer Care to sync customer data, automate marketing, and boost sales through seamless integration. - [Shopify Elements in GHL Customer Care](https://docs.ghlcustomercare.com/docs/integrations/shopify/shopify-elements-in-ghl-customer-care.md): Automation > Workflow > Triggers Automation > Workflow > Actions > If/Else Condition Custom Values Email Marketing > Email Builder - [How to Integrate TikTok Lead Ads](https://docs.ghlcustomercare.com/docs/integrations/tiktok/how-to-integrate-tiktok-lead-ads.md): TikTok has become one of the fastest-growing social media platforms. Its popularity has increased exponentially over the last couple of years. - [Integrate Tiktok Messaging](https://docs.ghlcustomercare.com/docs/integrations/tiktok/integrate-tiktok-messaging.md): TABLE OF CONTENTS About TikTok Messaging & Comment automation Eligible Geographies Integrating your TikTok account How will TikTok Comment automation… - [TikTok Channel Support in Conversations AI](https://docs.ghlcustomercare.com/docs/integrations/tiktok/tiktok-channel-support-in-conversations-ai.md): Enable Conversations AI to automatically respond to TikTok messages, qualify leads, book appointments, and engage customers 24/7 using AI-powered automation. - [Private Integrations: Everything you need to know](https://docs.ghlcustomercare.com/docs/integrations/private-integrations/private-integrations-everything-you-need-to-know.md): Learn how GHL Customer Care Private Integrations work, how to create secure API tokens, manage scopes, rotate tokens, and connect custom integrations. - [How to Integrate Jobber with GHL Customer Care](https://docs.ghlcustomercare.com/docs/integrations/jobber-integration/how-to-integrate-jobber-with-ghl-customer-care.md): Connect Jobber account with GHL Customer Care for two‑way client sync, bulk deploy to sub‑accounts, historic import, and a ready‑to‑use snapshot to get started fast. ## Agency View Learn more about the Agency View, including tabs and settings exclusive to account owners and admins! - [How to Enable Support Access for Your GHL Customer Care Account](https://docs.ghlcustomercare.com/docs/agency-view/ai-agents-contest/how-to-enable-support-access-for-your-ghl-customer-care-account.md): Overview Support Access allows the GHL Customer Care support team to temporarily access your account to help troubleshoot and resolve issues you may be… - [Skills Platform for AI Agents](https://docs.ghlcustomercare.com/docs/agency-view/ai-agents-contest/skills-platform-for-ai-agents.md): Learn how Skills Platform powers AI Agents with shared capabilities for CRM, automation, Voice AI, Conversation AI, and external integrations. - [New MCP connectors](https://docs.ghlcustomercare.com/docs/agency-view/ai-agents-contest/new-mcp-connectors.md): Learn how to connect Clay, Lemlist, Airtable, Composio, and Reap with GHL Customer Care MCP connectors for Managed Agents and Ask AI, select tools, test, and publish. - [Agency Launchpad](https://docs.ghlcustomercare.com/docs/agency-view/agency-launchpad/agency-launchpad.md): Learn how to use the Agency LaunchPad in GHL Customer Care. Get a guided, video-based onboarding experience that walks agency owners through essential setup steps, helping you launch faster and know exactly what to do next. - [Agency Dashboard for Rebilling](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/agency-dashboard-for-rebilling.md): The Agency Dashboard – Rebilling tab provides a centralized view of your agency’s rebilling activity in GHL Customer Care. It helps you track revenue… - [Selling Marketplace Snapshots with SaaS Plans](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/selling-marketplace-snapshots-with-saas-plans.md): We’re excited to announce a new feature that allows agencies to sell snapshot apps directly through their SaaS plans on the GHL Customer Care Marketplace… - [Agency Dashboard - SaaS Analytics & MRR](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/agency-dashboard-saas-analytics-mrr.md): Learn to use GHL Customer Care’s SaaS Analytics to track MRR, churn, cohorts, ARPA, and plan performance. Learn access, setup, and methodology. Pro plan required. - [GHL Customer Care vs Profitwell vs Stripe MRR](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/ghl-customer-care-vs-profitwell-vs-stripe-mrr.md): TABLE OF CONTENTS Why MRR Can Differ Across Tools Overview: What GHL Customer Care Includes in MRR Comparison: MRR Calculation Across Platforms Currency… - [Agency Dashboard Overview: Summary, SaaS, and Reselling Metrics](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/agency-dashboard-overview-summary-saas-and-reselling-metrics.md): Learn how to read the GHL Customer Care Agency Dashboard, including Summary, SaaS, MRR, customer, revenue, cost, profit, and Reselling metrics. - [How to Read Dashboard Metrics for Revenue MRR and Reselling](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/how-to-read-dashboard-metrics-for-revenue-mrr-and-reselling.md): Learn how to read Dashboard metrics for revenue, MRR, customers, SaaS subscriptions, reselling costs, profit, margins, and overall business performance. - [Summer of AI: Agency Landing & Access Control](https://docs.ghlcustomercare.com/docs/agency-view/agency-dashboard/summer-of-ai-agency-landing-access-control.md): Learn how to manage Summer of AI visibility in GHL Customer Care, control sub-account access individually or in bulk, and use AI Employee settings for offer management. - [Customize Default Naming Conventions for New SaaS Accounts](https://docs.ghlcustomercare.com/docs/agency-view/saas-configurator/customize-default-naming-conventions-for-new-saas-accounts.md): Choose how new SaaS sub-accounts are named in GHL Customer Care—Company Name or Customer Name + ’s Account. Includes setup steps, external checkout tips, and FAQs. - [SaaS Multi-Brands Overview](https://docs.ghlcustomercare.com/docs/agency-view/saas-configurator/saas-multi-brands-overview.md): SaaS Multi-Brands Overview The SaaS Multi-Brands feature allows agencies to manage up to two distinct brands within a single SaaS account. Each brand can… - [Sub-Account Bulk Actions & History](https://docs.ghlcustomercare.com/docs/agency-view/saas-configurator/sub-account-bulk-actions-history.md): Learn how to manage multiple GHL Customer Care sub-accounts with bulk actions, enable SaaS, pause accounts, review job history, and troubleshoot failed updates. - [How to Resell and use Prospecting Tool for Sub-Accounts](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-resell-and-use-prospecting-tool-for-sub-accounts.md): In this article, we will discuss how you can resell Prospecting Tool to your clients. TABLE OF CONTENTS Pre-requisites Connect your Agency Stripe Account… - [Prospecting Tool - Migrate Prospects from Agency to Sub-Account](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account.md): Learn how to transfer agency-level prospects to sub-accounts for focused nurturing, better lead control, and streamlined prospect management with GHL Customer Care. - [How to Reach Out to Prospect Leads Generated via the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool.md): Learn where Prospecting works, how prospects sync to Contacts, and how to engage them via email, SMS, or workflows in a sub-account. - [Prospecting: Competitor Analysis Report](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-competitor-analysis-report.md): Generate a Competitor Analysis Report to compare your business’s online visibility with competitors, providing insights to help improve your online performance. - [Prospecting Tool: Categorization for Prospects](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-categorization-for-prospects.md): We’re excited to introduce a powerful new feature in the Prospecting Tool: Prospect Categories . This update is designed to help users better organize… - [Prospecting at Sub Accounts: Complete Guide Benefits & Setup](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-at-sub-accounts-complete-guide-benefits-setup.md): Prospecting at sub account level enables you to do more advanced prospecting from finding new leads, nurturing and outreach them seamlessly at one place… - [Prospecting Tool - Interactive Heatmap, Customization & Competitors in SEO Analysis](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-interactive-heatmap-customization-competitors-in-seo-analysis.md): Discover the SEO Audit upgrade in GHL Customer Care with interactive heatmaps, custom keywords, adjustable grids, and competitor insights for sharper local analysis. - [Bulk Prospecting in GHL Customer Care](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/bulk-prospecting-in-ghl-customer-care.md): Find up to 60 leads per search, sort by Prospect Score, detect duplicates, and save 15 prospects at once. Use Bulk Prospecting to scale outreach. - [Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/customize-export-marketing-audit-pdf-reports-with-multi-language-support.md): Learn how to customize Marketing Audit PDF reports in GHL Customer Care and export them in multiple languages with automatic localization support. - [Prospecting Tool - AI Recommendations for New Agencies](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-ai-recommendations-for-new-agencies.md): Jump-start prospecting with a one-time list of local, high-fit leads based on your niche and location. Learn eligibility, delivery, & how to enable ongoing AI. - [Prospecting Widgets: Multi-Language Support & Localization Improvements](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-widgets-multi-language-support-localization-improvements.md): Prospecting Widgets now support multi-language functionality. Learn how form fields, emails, and PDF reports automatically adapt to the user’s preferred platform language. - [Manage Prospect Statuses and Onboarding in Prospecting](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/manage-prospect-statuses-and-onboarding-in-prospecting.md): Prospecting now supports a clearer lead lifecycle. You can mark prospects as Open, Closed Won, or Closed Lost, filter them by status, and move won… - [Prospecting Free Tier in Agency Sub-Accounts](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-free-tier-in-agency-sub-accounts.md): Enable Prospecting Free Tier in GHL Customer Care Sub-Accounts to generate leads, sync contacts, and automate outreach without needing a Premium upgrade. - [How Prospecting creates contacts in your CRM](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-prospecting-creates-contacts-in-your-crm.md): Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers… - [Prospect AI Activity Center & CRM Pipeline Integration](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospect-ai-activity-center-crm-pipeline-integration.md): Track AI agent performance, review execution history, and automatically add prospects to CRM pipelines with the redesigned Prospect AI experience. - [How to Enable SaaS Mode for Multiple Sub-Accounts in Bulk](https://docs.ghlcustomercare.com/docs/agency-view/sub-accounts/how-to-enable-saas-mode-for-multiple-sub-accounts-in-bulk.md): Easily convert multiple sub-accounts to SaaS in bulk. Guided workflow for Pro plan agencies using Stripe. Streamline SaaS enablement with smart prompts. - [New Sub-Accounts List UI for $97 & $297 Agency Plans](https://docs.ghlcustomercare.com/docs/agency-view/sub-accounts/new-sub-accounts-list-ui-for-97-297-agency-plans.md): Experience the revamped Sub-Accounts List with modern UI, faster performance, filters, and bulk actions - now available for GHL Customer Care $97 and $297 agency plans. - [What Is an Agency Sub-Account in GHL Customer Care?](https://docs.ghlcustomercare.com/docs/agency-view/sub-accounts/what-is-an-agency-sub-account-in-ghl-customer-care.md): Learn what an Agency Sub-Account is in GHL Customer Care, how it supports SaaS Mode, rebilling, payments, transfers, permissions, and setup. - [Snapshots: Introducing the New Design System (UI)](https://docs.ghlcustomercare.com/docs/agency-view/account-snapshots/snapshots-introducing-the-new-design-system-ui.md): GHL Customer Care Snapshots now uses the New Design System—faster navigation, instant search, multi-filters, sorting, and a unified action bar for Create, Refresh, Push & History. - [SaaS: Reselling Add-Ons with SaaS Plans](https://docs.ghlcustomercare.com/docs/agency-view/reselling/saas-reselling-add-ons-with-saas-plans.md): The SaaS Configurator now lets you add and resell additional products alongside your SaaS plans, right within the configurator itself. Before, only… - [How to Cancel Location Subscriptions from the Agency Billing Page](https://docs.ghlcustomercare.com/docs/agency-view/reselling/how-to-cancel-location-subscriptions-from-the-agency-billing-page.md): Easily cancel location-level subscriptions in GHL Customer Care from the Agency Billing page using a simple 3-step flow—no support needed, full control in your hands. - [Template Library - Marketplace Integration](https://docs.ghlcustomercare.com/docs/agency-view/template-library/template-library-marketplace-integration.md): Browse, preview, install, purchase, and sell templates in GHL Customer Care with Template Library Marketplace Integration from one connected, seamless experience. - [Labs Features - Complete Overview](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/labs-features-complete-overview.md): Learn what GHL Customer Care Labs is, how to enable and assign features to sub-accounts, submit feedback, and safely test early-access updates before general release. - [How do I check my agency plan?](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/how-do-i-check-my-agency-plan.md): To check your agency plan please go to agency level view -> settings Go to billing option in the left menu and your agency plan will be shown like this… - [SaaS: Multiple Payment Providers/UI Enhancement](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/saas-multiple-payment-providers-ui-enhancement.md): Overview The sub-account billing page has been improved to make it easier for SaaS (Software as a Service) sub-accounts with payment options other than… - [Subaccount Launchpad](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/subaccount-launchpad.md): GHL Customer Care LaunchPad for sub‑accounts speeds onboarding with outcome‑based actions, built‑in guidance, PiP, and progress tracking for faster time to value. - [Agency Billing - Wallets & Transactions Summary](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/agency-billing-wallets-transactions-summary.md): Learn how to use the Agency Wallet Summary tab in GHL Customer Care to review wallet spend, compare sub-accounts, track MoM changes, and view product breakdowns. - [Agency Wallet - Monthly Wallet Top-up Receipts](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/agency-wallet-monthly-wallet-top-up-receipts.md): Learn how to download Monthly Wallet Top-up Receipts in GHL Customer Care for agencies, review wallet recharge details, and keep monthly top-up records organized. - [Announcements Builder](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/announcements-builder.md): *]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars… - [In-App Banner Management](https://docs.ghlcustomercare.com/docs/agency-view/agency-settings/in-app-banner-management.md): Use Banner Management to review, prioritize, and control in‑app banners across your agency and sub‑accounts. Reduce noise, keep branding consistent, and inform users. - [How to Generate Leads Using the GHL Customer Care Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-generate-leads-using-the-ghl-customer-care-prospecting-tool.md): The Prospecting Tool helps you to find Local businesses nearby and generate Marketing Audit Reports for them. This report gives you detailed insights about your prospects - that you can use to target and convert them into potential customers. - [How to delete a prospect (Agency view)](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-delete-a-prospect-agency-view.md): To delete a prospect from the prospecting tool, please head into your ' Agency View ' > Click on ' Prospecting ' > Search for the prospect you wish to '… - [Create and Customize Prospecting Widgets for Your Website in GHL Customer Care](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/create-and-customize-prospecting-widgets-for-your-website-in-ghl-customer-care.md): Learn how to create, customize, and embed Prospecting Widgets in GHL Customer Care, including widget branding, field controls, preview mode, automation, and lead capture settings. - [How to find Leads for your business using Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-find-leads-for-your-business-using-prospecting-tool.md): Lead Contact Details Agency users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool… - [Prospecting Tool - Customize and Reorder Your Report Sections!](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/prospecting-tool-customize-and-reorder-your-report-sections.md): We’re thrilled to introduce a powerful new feature that gives you complete control over your report layouts — Select and Reorder Report Sections! TABLE… - [How to Customize Your Prospect Report Layout](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-customize-your-prospect-report-layout.md): Learn how to customize Prospect Report sections and layout in GHL Customer Care. Set a global default or adjust individual Marketing Audit Reports easily. - [Step by Step how to generate Prospects by AI](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/step-by-step-how-to-generate-prospects-by-ai.md): Prospect by AI is a smart, automated way to receive 2–3 high-quality prospect recommendations every week — based on your selected niche and target area… - [Service Area Businesses in Prospecting: Search, Audit, and Generate Heatmaps](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/service-area-businesses-in-prospecting-search-audit-and-generate-heatmaps.md): Discover, add, and audit Service Area Businesses in GHL Customer Care Prospecting. Generate accurate reports and Local SEO Heatmaps without storefront limits. - [Understanding the Conversion Rate in the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/performance-metrics/understanding-the-conversion-rate-in-the-prospecting-tool.md): At GHL Customer Care, we are committed to revolutionising the prospecting process for agencies. With this goal in mind, we are excited to introduce the "Prospect… - [Prospecting Tool: Review Response Time Metric](https://docs.ghlcustomercare.com/docs/agency-view/performance-metrics/prospecting-tool-review-response-time-metric.md): TABLE OF CONTENTS What's New: Key Feature: Benefit For Users: What's New: Introducing an enhancement to our Prospecting Tool! We’ve added functionality… - [Analytics Dashboard for Prospecting in Subaccounts](https://docs.ghlcustomercare.com/docs/agency-view/performance-metrics/analytics-dashboard-for-prospecting-in-subaccounts.md): Learn how to use the GHL Customer Care Analytics Dashboard to track performance, analyze key metrics, and optimize campaigns with real-time insights and reporting. - [Analysing Website Performance of a prospect in the Marketing Audit Report](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/analysing-website-performance-of-a-prospect-in-the-marketing-audit-report.md): Understand how the Website Performance section in the Marketing Audit helps improve UX, SEO, and conversions for prospects. - [Understanding the Differences Between Free and Premium Marketing Audit Reports](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/understanding-the-differences-between-free-and-premium-marketing-audit-reports.md): With the introduction of our new subscription plan for the Prospecting tool, users may have questions about the features available in the Free versus… - [Understanding the Grades in Your Marketing Audit Report](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/understanding-the-grades-in-your-marketing-audit-report.md): This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The aim is to offer… - [Step-by-Step Guide on Customizing Audit Report Sections](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/step-by-step-guide-on-customizing-audit-report-sections.md): When creating or customising reports, it’s important to have control over what information is presented and in what order. This guide will show you how… - [Prospecting Tool: Grading Sheet and Sidebar in Marketing Report](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/prospecting-tool-grading-sheet-and-sidebar-in-marketing-report.md): We’re thrilled to announce a significant update to our Marketing Audit Report, designed to address key usability issues and elevate your user experience… - [Multilingual Prospect Report Sharing (Prospecting Tool)](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/multilingual-prospect-report-sharing-prospecting-tool.md): Share Marketing Audit Reports in multiple languages. Choose a language at share-time and let prospects switch on-page after receiving the report whenever needed - [Workflow Action: Generate Marketing Audit Report](https://docs.ghlcustomercare.com/docs/agency-view/marketing-audit-reports-2/workflow-action-generate-marketing-audit-report.md): Automate Marketing Audit Reports in GHL Customer Care workflows using contact business details. Generate, find, and share audits faster to speed up outreach. - [How to Use SEO Heatmaps in GHL Customer Care’s Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/how-to-use-seo-heatmaps-in-ghl-customer-care-s-prospecting-tool.md): Use GHL Customer Care’s SEO Heatmaps in the Prospecting Tool to visually assess where a prospect ranks for keywords across locations and identify SEO improvement areas. - [How to Use Google Ads Detection in the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/how-to-use-google-ads-detection-in-the-prospecting-tool.md): Introducing an enhancement to our Prospecting Tool! We’ve added a new functionality that allows you to check if a prospect is running Google Ads. This… - [How to find Business Maps URL for your Virtual Businesses to Generate Accurate Reports](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/how-to-find-business-maps-url-for-your-virtual-businesses-to-generate-accurate-r.md): Even if your business doesn't have a physical location, it's still important to have a presence on Google Maps. This guide will help you find the… - [Technostack Analysis: Understanding the Digital Marketing Ecosystem of Your Prospects](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/technostack-analysis-understanding-the-digital-marketing-ecosystem-of-your-prosp.md): The Technostack Analysis feature helps you gain a deeper understanding of your prospects' digital marketing ecosystem. By analysing their website's… - [Workflow Trigger for New Prospects in the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/workflow-trigger-for-new-prospects-in-the-prospecting-tool.md): This guide will help you set up workflow triggers for new prospects generated through the Prospecting Tool, whether they are created directly in-app or… - [Free vs Premium Prospecting in GHL Customer Care](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/free-vs-premium-prospecting-in-ghl-customer-care.md): Compare Free vs Premium Prospecting in GHL Customer Care. Learn features, differences, pricing, and which option is best for your agency needs. - [Prospecting Tool - Fully Customizable Prospect Report Builder](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/prospecting-tool-fully-customizable-prospect-report-builder.md): Create high-converting, branded prospect reports with full control using the new Prospect Report Builder and redesigned Web Report UI. Close more deals easily. - [How to Cancel Your Prospecting Tool Subscription in-app](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-subscription/how-to-cancel-your-prospecting-tool-subscription-in-app.md): We’ve introduced a new feature that allows you to cancel your Prospecting Tool subscription directly from the app. Here’s a step-by-step guide to help… - [How to Share Agency Prospecting Premium Subscription with a Sub-Account](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-subscription/how-to-share-agency-prospecting-premium-subscription-with-a-sub-account.md): Easily link a sub-account to your agency’s Prospecting Premium subscription. Share access without buying multiple plans and streamline your workflow and setup. ## Settings - [Agency Company Settings in GHL Customer Care](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/agency-company-settings-in-ghl-customer-care.md): Learn to configure GHL Customer Care Agency Company Settings: update branding, domains, security, and add custom CSS for a professional client experience. - [Branding System-Generated Links (API Domain)](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/branding-system-generated-links-api-domain.md): With our API domain, you can brand your system-generated links to represent a chosen domain. We highly recommend adding your API domain to increase deliverability and brand recognition when sending out links. - [How To Upgrade to GHL Customer Care's Agency Pro Plan ($497 SaaS plan)](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-to-upgrade-to-ghl-customer-care-s-agency-pro-plan-497-saas-plan.md): Unlock advanced automation, SaaS mode, and deeper analytics by upgrading to GHL Customer Care’s Agency Pro plan, built for scaling and streamlining your business. - [How to Delete a Subaccount/Location](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-to-delete-a-subaccount-location.md): This article will guide you through deleting a sub-account (location) in GHL Customer Care. It also explains the 24-hour grace period that allows you to… - [Customizing GHL Customer Care Menus: A Guide to Custom Menu Links](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/customizing-ghl-customer-care-menus-a-guide-to-custom-menu-links.md): This article explains how to create, manage, and optimize Custom Menu Links in GHL Customer Care to enhance platform navigation and integrate external… - [Optimize Experience Features](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/optimize-experience-features.md): The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users. - [How to change Agency's address in GHL Customer Care?](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-to-change-agency-s-address-in-ghl-customer-care.md): Keeping your agency's address up-to-date in GHL Customer Care ensures accurate billing, communication, and representation across the platform. This guide… - [How do I find my Agency's Relationship Number?](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-do-i-find-my-agency-s-relationship-number.md): This article will help you find your relationship number, key information when interacting with our support, services, customer success or product teams. - [Audit Logs](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/audit-logs.md): Keep Track Of User Activity Across Your Agency Account - [Billing Related Questions for Agencies](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/billing-related-questions-for-agencies.md): Common Billing related questions for GHL Customer Care agencies - quick solutions to your questions about payments, plans, invoices & account billing. - [Login As User (Agency Admin Only)](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/login-as-user-agency-admin-only.md): This feature allows Agency Admins to step in as their Users whether that is to troubleshoot, configure, update settings or respond to a customer as the user they logged in as. - [How to make agency subscription payments with 3DS cards?](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-to-make-agency-subscription-payments-with-3ds-cards.md): Agency subscriptions fail to automatically renew when 3DS cards are added to the account, as 3DS cards require authentication by the card holder in order… - [Agency Tax ID Guide](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/agency-tax-id-guide.md): Follow this guide to add or update your Agency Tax ID in GHL Customer Care. Ensure accurate tax reporting and billing compliance with clear, step-by-step instructions. - [Unified Payment Options Across All SaaS Locations](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/unified-payment-options-across-all-saas-locations.md): Standardized checkout in GHL Customer Care aligns SaaS V1/V2. Agencies get Card, Wallet, and Charge to Agency; locations get Card and Wallet. Wallets enabled. - [Snapshot Version Management](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/snapshot-version-management.md): Track snapshot changes with Version History in GHL Customer Care. See added, removed, and synced assets, reference versions across lists, and streamline audits. - [Add Funds to Your Agency Wallet Using ACH Direct Debit](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/add-funds-to-your-agency-wallet-using-ach-direct-debit.md): Learn how to top up your agency wallet using ACH direct debit for lower-cost, high-value payments. Understand eligibility, processing times, and cost savings compared to card payments. - [How do I find my Client's Location ID?](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/how-do-i-find-my-client-s-location-id.md): Need your client’s Location ID for support or API setup? Learn how to quickly find it in the GHL Customer Care CRM by checking the sub-account URL bar when logged in. - [Media Storage File Types, Limits & Advanced Features](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/media-storage-file-types-limits-advanced-features.md): When it comes to media within the system, it is important to know which media types and formats are supported. Here is the list of media, broken down by feature. - [Company Object Automation](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/company-object-automation.md): The Company Object Automation settings give users the ability to repurpose business details fields for the company. The migration will help users transfer field data, create new companies & map respective contacts under them seamlessly. - [Multi-Select in Media Storage](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/multi-select-in-media-storage.md): GHL Customer Care's Media Storage now features Multi-Select capabilities, enabling users to perform bulk actions such as moving, downloading, and deleting… - [Account Billing Dashboard](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/account-billing-dashboard.md): Learn how to manage sub-account billing in GHL Customer Care: subscriptions, payment methods, billing info, charges, invoices, and wallet credits. - [Custom Values Settings](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/custom-values-settings.md): Learn to create, organize, and configure settings for Custom Values in GHL Customer Care. How to use custom values across emails, SMS, funnels, and automations. - [Complete Guide to Media Storage!](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/complete-guide-to-media-storage.md): GHL Customer Care GHL Customer Care Media Storage Help Document - [Understanding the Manage Scoring Page in HiRise Design](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/understanding-the-manage-scoring-page-in-hirise-design.md): Discover GHL Customer Care’s new HiRise Manage Scoring page—faster load times, clean design, and shareable URLs for seamless engagement score setup and teamwork. - [WhatsApp Settings](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/whatsapp-settings.md): This article provides a comprehensive guide to the WhatsApp Settings page within your GHL Customer Care location. Learn how to manage your account status… - [Wallet Pricing Page](https://docs.ghlcustomercare.com/docs/settings/sub-account-settings/wallet-pricing-page.md): Access centralized pricing for every wallet-billed product in GHL Customer Care. Search, filter, and view country-specific rates across AI, Communication, WhatsApp, and more. - [User Access](https://docs.ghlcustomercare.com/docs/settings/user-settings/user-access.md): Learn how to manage user access in GHL Customer Care. Control permissions, roles, and account types at both agency and sub-account levels for secure collaboration. - [Email Signatures](https://docs.ghlcustomercare.com/docs/settings/user-settings/email-signatures.md): Learn how to set up staff email signatures in GHL Customer Care, enable signatures on outgoing emails, and insert signature in emails using custom values. - [Admin Vs. User Roles and Permission Scopes](https://docs.ghlcustomercare.com/docs/settings/user-settings/admin-vs-user-roles-and-permission-scopes.md): Learn the differences between Admin and User roles in GHL Customer Care. Explore agency vs sub-account permission scopes with a clear quick-reference matrix. - [How to create a user or admin to manage multiple HL locations without giving them agency access?](https://docs.ghlcustomercare.com/docs/settings/user-settings/how-to-create-a-user-or-admin-to-manage-multiple-hl-locations-without-giving-the.md): How to create a user or admin to manage multiple HL locations without giving them agency access? - [Troubleshooting Login issues](https://docs.ghlcustomercare.com/docs/settings/user-settings/troubleshooting-login-issues.md): Having trouble logging into GHL Customer Care? Learn how to resolve 2FA code issues, redirect problems, ISP security blocks, and browser errors with this step-by-step guide. - [Understanding the Agency Owner Role in Your Agency Account: What You Need to Know](https://docs.ghlcustomercare.com/docs/settings/user-settings/understanding-the-agency-owner-role-in-your-agency-account-what-you-need-to-know.md): The Agency Owner role is designed to establish a primary User for an agency account and facilitate critical communications and actions through them. The role will have the same permissions as an Agency Admin but with additional privileges, such as the abi - [How to Manage Agency User Roles and Permissions in GHL Customer Care](https://docs.ghlcustomercare.com/docs/settings/user-settings/how-to-manage-agency-user-roles-and-permissions-in-ghl-customer-care.md): Learn how to manage agency user roles and permissions in GHL Customer Care, restrict sub-account access, control modules, and protect sensitive account settings. - [Sub-account: User Roles, Permissions and Assigned data](https://docs.ghlcustomercare.com/docs/settings/user-settings/sub-account-user-roles-permissions-and-assigned-data.md): Learn how to manage sub-account user roles and granular permissions in GHL Customer Care. Assign access, restrict visibility, and control tools such as Workflows. - [Setting Up Single Sign-On (SSO) on GHL Customer Care](https://docs.ghlcustomercare.com/docs/settings/user-settings/setting-up-single-sign-on-sso-on-ghl-customer-care.md): GHL Customer Care supports Single Sign-On (SSO) using the OpenID Connect (OIDC) protocol. With SSO, agencies can allow users to log in to GHL Customer Care… - [Google Login for WL agencies](https://docs.ghlcustomercare.com/docs/settings/user-settings/google-login-for-wl-agencies.md): Enabling Google Login for White-Label Agencies Agency Admins and Owners can enable Google Login for their white-label (WL) domains by following the steps… - [Authenticator App Support for Two-Factor Authentication (2FA)](https://docs.ghlcustomercare.com/docs/settings/user-settings/authenticator-app-support-for-two-factor-authentication-2fa.md): Enhance your GHL Customer Care account security with Authenticator App 2FA. Protect against phishing & SIM-swap attacks with easy setup & flexible authentication. - [Password Best Practices for Enhanced Security](https://docs.ghlcustomercare.com/docs/settings/user-settings/password-best-practices-for-enhanced-security.md): Learn password requirements and security best practices to protect your account, customer data, and business information with strong passwords and secure authentication habits. - [Prevent Domain Connection Conflicts in GHL Customer Care](https://docs.ghlcustomercare.com/docs/settings/domains/prevent-domain-connection-conflicts-in-ghl-customer-care.md): Learn how GHL Customer Care prevents domain connection conflicts across Funnels, Websites, WordPress, Client Portals, and other product types. - [Audit Logs](https://docs.ghlcustomercare.com/docs/settings/audit-logs/audit-logs.md): Learn GHL Customer Care’s redesigned Audit Logs with right-side drawer, faster keyboard navigation, filters, and 60-day retention. Includes setup, tips, and FAQs. - [Exporting Audit Logs](https://docs.ghlcustomercare.com/docs/settings/audit-logs/exporting-audit-logs.md): Learn how to enable Audit Logs Export in GHL Customer Care, assign permissions, export audit history to CSV, track jobs, and download files for 30 days. - [Audit Logs for Email Preferences and Subscriptions](https://docs.ghlcustomercare.com/docs/settings/audit-logs/audit-logs-for-email-preferences-and-subscriptions.md): Track all changes to contact preferences and subscription types. Learn how to access audit logs for compliance, accountability, and transparency. - [Business Profile Settings](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings.md): Business Profile - GHL Customer Care Location Settings - [Allow Duplicate Contacts (Contact Deduplication Preferences)](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/allow-duplicate-contacts-contact-deduplication-preferences.md): Prevent duplicate contacts by matching on Email or Phone. Choose primary and optional secondary fields, control duplicate creation, and learn key limitations. - [Business Profile Settings - General Information](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-general-information.md): Configure logo, names, email, phone, API domain, website, niche, default currency, and API key for accurate information across your GHL Customer Care sub-account. - [Business Profile Settings - Business Physical Address](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-business-physical-address.md): Set address, time zone, platform language, and outbound language so calendars, automations, and custom values format correctly for your GHL Customer Care sub-account. - [Business Profile Settings - Business Information](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-business-information.md): Enter your business type, industry, registration ID/number, and regions to keep records accurate and accelerate A2P 10DLC approvals using exact legal details. - [Business Profile Settings - Authorized Representative](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-authorized-representative.md): Add a reachable, authorized contact with name, title, email, and phone to speed identity checks and A2P approvals for your GHL Customer Care sub-account. - [Business Profile Settings - General](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-general.md): Configure Facebook merge, booking time zone, bot filtering, email verification, and unsubscribe defaults. See where duplicate, SMS, and intelligence settings - [Business Profile Settings - Enable/Disable Depreciated Features](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-enable-disable-depreciated-features.md): Show or hide legacy modules to guide teams toward Workflows. Enable briefly for audits and migration; disable to prevent new legacy builds & ensure consistency. - [Business Profile Settings](https://docs.ghlcustomercare.com/docs/settings/business-profile-settings/business-profile-settings-155000006223.md): See what Business Profile Settings control, where to find them, and how to configure brand info, address & locale, business details, compliance contacts - [How to Enable and Rebill Domain Purchase?](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/how-to-enable-and-rebill-domain-purchase.md): Set up domain reselling in GHL Customer Care, enable rebilling through Stripe, and charge clients with custom margins. Ideal for SaaS agencies offering domains. - [How to Purchase Domain Step by Step](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/how-to-purchase-domain-step-by-step.md): Learn how to enable Domain Purchase in GHL Customer Care and buy domains from a sub-account. Check availability, purchase, configure DNS, and manage domains. - [Configure & Connect Purchased Domains](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/configure-connect-purchased-domains.md): Learn how to configure a domain purchased through GHL Customer Care, manage DNS records, connect it to a funnel or website, and troubleshoot common setup issues. - [Domain Transfer-out to Cloudflare](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/domain-transfer-out-to-cloudflare.md): Easily transfer your domain from GHL Customer Care to Cloudflare. This guide walks you through everything you need to know to complete the transfer smoothly. - [Get Additional Domain Extensions While Buying or Managing Domains](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/get-additional-domain-extensions-while-buying-or-managing-domains.md): GHL Customer Care suggests popular domain extensions when buying or managing domains, helping you protect your brand, prevent impersonation, and simplify control. - [Domains - Transfer-In Process](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/domains-transfer-in-process.md): Learn how to enable and use Domain Transfer‑In in GHL Customer Care. Move domains from GoDaddy, Name-cheap and more, avoid downtime, and keep billing in one place. - [Releasing Purchased Domains from a Cancelled Account](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/releasing-purchased-domains-from-a-cancelled-account.md): Learn how to request release or transfer of a GHL Customer Care-purchased domain from a cancelled account using the domain release request form. - [Transfer a Domain Out of GHL Customer Care](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/transfer-a-domain-out-of-ghl-customer-care.md): Learn how to check transfer eligibility, unlock your domain, request an EPP code, and move a GHL Customer Care-managed domain safely to another registrar successfully. - [Connecting Your Domain on GHL Customer Care - A Guide](https://docs.ghlcustomercare.com/docs/settings/domain-connect/connecting-your-domain-on-ghl-a-guide.md): Connecting your domain to GHL Customer Care ensures that your branded presence is consistent across websites, funnels, emails, and client-facing tools… ## Contacts - ["Add Contact" Form Upgrade and Customizations](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/add-contact-form-upgrade-and-customizations.md): Learn where to find the Manage Smart Lists and Restore options in the updated GHL Customer Care Contacts Smart Lists interface. - [Adding Files To Contacts using a Custom Field](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/adding-files-to-contacts-using-a-custom-field.md): This article explains how to add and manage files for contacts in GHL Customer Care using a File Upload custom field. This allows you to store documents… - [Adding Multiple Phone Numbers for a Contact](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/adding-multiple-phone-numbers-for-a-contact.md): Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving communication and organization. From adding and editing multiple numbers to designating a primary contact - [Advanced Filters in Smart Lists](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/advanced-filters-in-smart-lists.md): Learn what Advanced Filters are in GHL Customer Care Smart Lists, how they are used, and how date, string, number, DND, status, and opportunity filters work. - [Company Object Feature: A Manual Way to Organize Contacts](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/company-object-feature-a-manual-way-to-organize-contacts.md): The Company Object feature is the ability to create a new entity called “Company” and map contacts under them. - [Contact Activity Tab on Mobile](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/contact-activity-tab-on-mobile.md): Learn how to use the GHL Customer Care mobile Activity tab to view contact timelines, filter activity, and review forms, calls, appointments, and more. - [Contact Profile Picture](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/contact-profile-picture.md): Learn how to upload and manage contact profile pictures in GHL Customer Care. Display contact images in Conversations and Contact Lists to personalize your CRM experience. - [Contacts - Date Of Birth (Birthday)](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/contacts-date-of-birth-birthday.md): Learn how to use the Contact Date of Birth field to automate birthday reminders, personalize customer outreach, and build age-based Smart Lists in GHL Customer Care. - [Contacts – Revamped List View & SmartLists](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/contacts-revamped-list-view-smartlists.md): Discover GHL Customer Care’s revamped Contacts module featuring a modernized List View and SmartLists 2.0. This update streamlines contact management with… - [CSV File Format for Importing Objects](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/csv-file-format-for-importing-objects.md): Learn how to properly format CSV files for importing contacts and opportunities into GHL Customer Care. Includes required fields, formatting tips, and troubleshooting guidance. - [FAQs](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/faqs.md): TABLE OF CONTENTS General Questions Are documents under contacts shareable in nature? General Questions Are documents under contacts shareable in nature?… - [How to Create & Manage Smart Lists](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-create-manage-smart-lists.md): Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreo - [How To Delete Contacts and Their Data](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-delete-contacts-and-their-data.md): Learn how to permanently delete contacts and their data in GHL Customer Care to maintain a clean CRM, comply with privacy regulations, and manage account storage. - [How to get customer consent or track legal basis to process your lead's or customer's personal data](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-get-customer-consent-or-track-legal-basis-to-process-your-lead-s-or-custo.md): Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. What is personal… - [How to Manage and Merge Duplicate Contacts](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-manage-and-merge-duplicate-contacts.md): Learn how to find, review, reject, and merge duplicate contacts in GHL Customer Care using manual merge and the Manage Duplicates tool to keep your CRM accurate. - [How to Manage Multiple Email Addresses for a Contact](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-manage-multiple-email-addresses-for-a-contact.md): The "Multiple Emails for a Contact" feature allows users to add more than one email address to a contact's details: one primary Email Address and Ten Additional Email addresses. Users can add, manage, and edit multiple email addresses for a contact. - [How to Use Do Not Disturb (DND)](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/how-to-use-do-not-disturb-dnd.md): Learn how to use GHL Customer Care’s Do Not Disturb (DND) to control contact communication by channel. Improve compliance, workflows, and customer experience today. - [Troubleshooting Bulk Imports Via CSV](https://docs.ghlcustomercare.com/docs/contacts/smart-lists/troubleshooting-bulk-imports-via-csv.md): A guide to troubleshooting bulk imports. This video covers how you can navigate to the error logs linked to a certain Contact Import Bulk Action and how to work through the errors to resolve them: - [Activity Section Upgrade](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/activity-section-upgrade.md): Learn how to navigate and leverage the redesigned Contacts → Activity section—featuring new icons, date groupings, clickable cards, and enhanced performance. - [Contacts – All-New Contact Detail Page](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/contacts-all-new-contact-detail-page.md): Learn how to use the Contact Detail page in GHL Customer Care to view activity, edit fields, and manage conversations, tasks, notes, and opportunities in one place. - [How to Create Subscriptions & Invoices from Contact's Profile](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/how-to-create-subscriptions-invoices-from-contact-s-profile.md): Learn to create subscriptions and invoices from the Contact Details page in GHL Customer Care, with prerequisites, field guides, steps, and troubleshooting tips. - [How to Customize the Contact Detail Page](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/how-to-customize-the-contact-detail-page.md): This Guide Shows how to customize the Contact Detail Page in GHL Customer Care with views, panels, and role-based layouts to improve team workflows and efficiency. - [Enhanced Document Privacy & Access Controls](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/enhanced-document-privacy-access-controls.md): Learn how to securely share contact documents in GHL Customer Care using configurable link types, expiration dates, password protection, and download permissions for greater privacy and access control. - [How to Use the Contact Overlay in GHL Customer Care](https://docs.ghlcustomercare.com/docs/contacts/contact-details-view/how-to-use-the-contact-overlay-in-ghl-customer-care.md): Learn how to use GHL Customer Care's Contact Overlay to review contact details and conversations from Opportunities and Appointments without losing your place. - [Adding Contact Tags to Multiple Contacts](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/adding-contact-tags-to-multiple-contacts.md): Learn how to bulk add tags to contacts in GHL Customer Care to segment lists, trigger automations, and prep SMS campaign registration. Fast steps, tips, and FAQs. - [Removing Contact Tags From Multiple Contacts](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/removing-contact-tags-from-multiple-contacts.md): This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action. Whether you’re cleaning up outdated… - [Importing Contacts and Opportunities via CSV](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/importing-contacts-and-opportunities-via-csv.md): Importing contacts and opportunities in bulk using a CSV file is an essential feature in GHL Customer Care that helps streamline data entry and… - [New Drip Mode Architecture for Bulk Actions](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/new-drip-mode-architecture-for-bulk-actions.md): Learn how to configure Drip Mode in GHL Customer Care to pace bulk SMS, email, and updates in batches. Improve deliverability, protect reputation, and scale outreach. - [Bulk Actions For Contacts & SmartLists](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/bulk-actions-for-contacts-smartlists.md): Quickly update, manage, or delete multiple contacts in GHL Customer Care using Bulk Actions and SmartLists to streamline your workflow and save time. - [Contacts - Export as CSV Upgrade](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/contacts-export-as-csv-upgrade.md): Exporting contacts made easy: select desired contacts, customize columns, and download a .csv file for seamless transfers or other uses. No hassle, just quick and efficient contact management. - [How to Add Contacts in Bulk to a Workflow](https://docs.ghlcustomercare.com/docs/contacts/bulk-actions/how-to-add-contacts-in-bulk-to-a-workflow.md): How to bulk add contacts to a workflow in GHL Customer Care. Filter and select contacts, enroll them at once or on a schedule, then track progress and results. - [How to Use Contact Types to Organize and Segment Contacts](https://docs.ghlcustomercare.com/docs/contacts/contacts/how-to-use-contact-types-to-organize-and-segment-contacts.md): Learn how to set up, customize, and assign Contact Types in GHL Customer Care to streamline contact management and improve segmentation for smarter marketing engagement - [Contact and Opportunity Followers in GHL Customer Care](https://docs.ghlcustomercare.com/docs/contacts/contacts/contact-and-opportunity-followers-in-ghl-customer-care.md): Learn how to add and manage followers in GHL Customer Care. Collaborate on contacts and opportunities with team-level access and defined permissions. - [Internal Tasks for your Team](https://docs.ghlcustomercare.com/docs/contacts/contacts/internal-tasks-for-your-team.md): Create and manage internal tasks for your team from the Tasks List page. Internal tasks can be created without associating them with a contact, making it… - [Workflow - Adding and Removing Followers for Contacts](https://docs.ghlcustomercare.com/docs/contacts/contacts/workflow-adding-and-removing-followers-for-contacts.md): Utilize the workflow actions "Add Contact Followers" and "Remove Contact Followers" to update followers for a contact automatically. This action can be… - [Contacts: Sync Attachments to Document Management Tab](https://docs.ghlcustomercare.com/docs/contacts/contacts/contacts-sync-attachments-to-document-management-tab.md): With this update, users can now seamlessly sync attachments from conversations across Email, SMS, Instagram, and Facebook channels directly to the… - [Restore Deleted Contacts or Undo Bulk Deletes](https://docs.ghlcustomercare.com/docs/contacts/contacts/restore-deleted-contacts-or-undo-bulk-deletes.md): Recover deleted contacts in GHL Customer Care using the updated Restore page. Multi‑select records, review key columns, confirm totals, and recover within 60 days safely - [Organize and Personalize Tags with Categories and Colors](https://docs.ghlcustomercare.com/docs/contacts/contacts/organize-and-personalize-tags-with-categories-and-colors.md): Learn how to organize GHL Customer Care contact tags with categories and colors, move tags in bulk, manage existing tags, and identify tags faster across Contacts. - [Associating Contacts using Custom Labels](https://docs.ghlcustomercare.com/docs/contacts/updating-contact-properties/associating-contacts-using-custom-labels.md): Managing relationships between contacts is an important aspect of organizing customer data efficiently. GHL Customer Care CRM’s Contact Associations… - [Importing Contacts using a CSV file](https://docs.ghlcustomercare.com/docs/contacts/getting-started-with-contacts/importing-contacts-using-a-csv-file.md): Learn how to import contacts into GHL Customer Care using a CSV file. Step-by-step guide with screenshots for uploading, mapping fields, updating records, and importing opportunities. - [How to Share and Manage Documents via Client Portal and CRM?](https://docs.ghlcustomercare.com/docs/contacts/contacts-and-other-modules/how-to-share-and-manage-documents-via-client-portal-and-crm.md): Enable Client Portal document sharing in CRM: share, upload, preview, download, and manage files seamlessly from Documents section in Contacts - [Overview - Documents](https://docs.ghlcustomercare.com/docs/contacts/documents/overview-documents.md): Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing… ## Dashboards - [Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/dashboard-opportunities-pipeline-value-conversion-rate-funnel-stages-distributio.md): The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul… - [How To Create A Custom Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard.md): Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights… - [How To Manage Dashboard Permissions](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions.md): Learn how to set, customize, and secure the dashboard permissions in GHL Customer Care. Control access by role or user and limit data with "Only Assigned Data." - [How To Clone A Subaccount Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-clone-a-subaccount-dashboard.md): Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to… - [How To Pin Favorite Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-pin-favorite-dashboards.md): Elevate your dashboard accessibility by pinning your favorite and most frequently used dashboards. This feature ensures swift access to your preferred… - [How to Edit a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-edit-a-dashboard.md): Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name… - [How to duplicate a dashboard to another sub-account](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-duplicate-a-dashboard-to-another-sub-account.md): Dashboard can be duplicated to a different subaccount. TABLE OF CONTENTS What Is Dashboard Duplication? Duplicate A Dashboard Step 1: Duplicate To… - [How to switch Timezones for your Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-switch-timezones-for-your-dashboards.md): For teams with members across various time zones, personalize your dashboard experience with the Timezone Switcher. Users can manage and update time… - [How to set a Default Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-set-a-default-dashboard.md): How to set a Default Dashboard - [How to change the Timezone for a Dashboard (Logged in User)](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-change-the-timezone-for-a-dashboard-logged-in-user.md): How to change the Timezone for a Dashboard - [How to load Snapshots with Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-load-snapshots-with-dashboards.md): How to load snapshots with Dashboards - [How to use "Only Assigned Data" setting with Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-use-only-assigned-data-setting-with-dashboard.md): How to use "Only Assigned Data" setting with Dashboard - [Quick Filters on Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/quick-filters-on-dashboards.md): Quick Filters on Dashboards - [Dashboard Summary AI](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/dashboard-summary-ai.md): Reimagined the dashboard experience by bringing AI-powered insights to the forefront. - [What Are Dashboard Widgets?](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/what-are-dashboard-widgets.md): Learn what Dashboard Widgets are in GHL Customer Care and how they help visualize key metrics. Add widgets from “Add Widget,” then customize charts to match reports. - [How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets.md): Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or… - [Customizing Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/customizing-dashboard-widgets.md): Learn nested filter groups (OR), duplicate filters via groups, linked filter warnings, and chart type selection for GHL Customer Care dashboard widgets. - [Edit widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/edit-widgets-on-the-dashboard.md): Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Choose… - [Resize widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/resize-widgets.md): Quickly adjust widget sizes by dragging the corners to expand or shrink them. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Click and drag the… - [Rearrange Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/rearrange-widgets.md): Learn how to drag and drop widgets to customize your GHL Customer Care dashboard layout. Rearranging widgets helps you organize key metrics for better workflow. - [Removing a widget](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/removing-a-widget.md): Switch to "Edit Mode", and select the ellipsis "...", then select "Delete" TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Delete the widget Step… - [FAQs](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/faqs.md): TABLE OF CONTENTS General Questions Which plans offer access to custom dashboard widgets? Why does the widget data show a different time/date format… - [How Funnels and Stage distribution widgets work](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-funnels-and-stage-distribution-widgets-work.md): TABLE OF CONTENTS Funnel Widget How to interpret Funnel widget data Stage Distribution Widget Funnel Widget A Funnel widget is designed to illustrate a… - [How to inject User/Sub account Properties in Iframes on Sub Account Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-inject-user-sub-account-properties-in-iframes-on-sub-account-dashboards.md): You can now inject dynamic user or sub account properties/parameters in embedded content using iframes. Follow these step-by-step instructions to get… - [How to use Table Charts for Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-use-table-charts-for-dashboard-widgets.md): More Tutorials from the Community https://www.youtube.com/watch?v=xBGH_lohcSM https://youtu.be/DwcbZNaqup4 TABLE OF CONTENTS Step 1: Add a widget Step 2… - [How To Embed External Content On A Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-embed-external-content-on-a-dashboard.md): Learn how to embed external content on a GHL Customer Care dashboard using an embed widget. Add reports, docs, videos, calendars, or webpages quickly for your team. - [How to add attribution and UTM parameters as filters on custom widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-add-attribution-and-utm-parameters-as-filters-on-custom-widgets.md): How to add attribution and UTM parameters as filters on custom widgets - [How to Customize Dashboards by Adding Titles, Images, and Text Boxes](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-customize-dashboards-by-adding-titles-images-and-text-boxes.md): We're thrilled to introduce three new elements to enhance your custom dashboards: Titles, Textboxes, and Images! TABLE OF CONTENTS What’s New? How It… - [How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-add-and-utilize-the-new-sales-efficiency-widget-on-your-dashboard.md): What's New? We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your… - [Duplicating widgets on a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/duplicating-widgets-on-a-dashboard.md): Duplicating widgets on a dashboard - [Payments Widget - Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/payments-widget-dashboard.md): This document will help you understand the different dashboards and reports available to you, so you can track and manage your business’s payment… - [How to Add Insight Widgets to Your Dashboard from Key Pages](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-add-insight-widgets-to-your-dashboard-from-key-pages.md): You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context. - [How to Create and Use Custom Metrics For Dashboard Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-and-use-custom-metrics-for-dashboard-reports.md): Learn how to set up Custom Metrics in GHL Customer Care dashboards. Build KPIs, use formula editor, customize charts, and track performance across reports. - [Using Custom Fields in Sub-Account Dashboard Table Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/using-custom-fields-in-sub-account-dashboard-table-widgets.md): You can now add custom fields as selectable columns in your Contacts and Opportunities table widgets. This enhancement provides more flexibility and… - [Dashboards: Meta Ad Widgets and Insights](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/dashboards-meta-ad-widgets-and-insights.md): Add real-time Meta (Facebook/Instagram) ad metrics to GHL Customer Care dashboards and custom reports. Track spend, clicks, conversions, and top campaigns with filters. - [Dashboards: Custom Object Widgets and Insights](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/dashboards-custom-object-widgets-and-insights.md): Learn how to create Custom Object Widgets in GHL Customer Care dashboards and reporting. Visualize counts, sums, and averages with filters, themes, and permissions. - [Google Analytics Widgets in Dashboard and Custom Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/google-analytics-widgets-in-dashboard-and-custom-reports.md): Add GA4 widgets to GHL Customer Care dashboards and custom reports. Track users, engagement, channels, and top pages, then schedule client‑ready emails easily. - [Custom Metrics — Metric-level Filters, Meta Ads & Google Analytics Support](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/custom-metrics-metric-level-filters-meta-ads-google-analytics-support.md): Custom Metrics now supports metric-level filtering, Meta Ads, and Google Analytics as data sources. This article covers what's new, how to use these… - [Services & Rentals Reporting Widgets in Dashboard and Custom Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/services-rentals-reporting-widgets-in-dashboard-and-custom-reports.md): If your sub-account offers Calendar Appointment Services or Rentals, you now have access to a dedicated set of reporting widgets built specifically for… - [SMS Widgets for Dashboards & Reporting](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/sms-widgets-for-dashboards-reporting.md): Track SMS delivery, volume trends, and team activity with five reporting widgets. Build client dashboards with filters and AND/OR condition logic. - [SLA Widgets for Dashboards & Reporting](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/sla-widgets-for-dashboards-reporting.md): Track whether your team is meeting response commitments — without leaving GHL Customer Care. SLA Widgets bring dedicated service-level analytics directly… - [Contacts Widgets in Dashboards & Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/contacts-widgets-in-dashboards-reports.md): TABLE OF CONTENTS Overview Available Contacts Widgets Supported Chart Types Group By Options Date Properties Filtering Contacts Widgets (Conditions)… - [Opportunities Widgets in Dashboards & Reports](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/opportunities-widgets-in-dashboards-reports.md): TABLE OF CONTENTS Overview Available Opportunities Widgets Supported Chart Types Group By Options Date Properties Filtering Opportunities Widgets… - [Google Ads Widgets for Dashboards & Reporting](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/google-ads-widgets-for-dashboards-reporting.md): Track your Google Ads performance directly inside GHL Customer Care — without switching platforms. Google Ads widgets bring dedicated ad analytics into… - [How to Customize Your Dashboard with Services & Rentals Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-customize-your-dashboard-with-services-rentals-widgets.md): Step-by-step guide to adding and configuring Services & Rentals reporting widgets in GHL Customer Care dashboards. Monitor bookings, revenue, and operations easily. - [How to Customize Dashboard Themes](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/how-to-customize-dashboard-themes.md): Customizing your dashboard with themes allows you to personalize its appearance and enhance its visual appeal. Follow these simple steps to apply a theme… - [How to Create Dashboard Templates](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/how-to-create-dashboard-templates.md): Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a… - [Using custom values in dashboards and custom reports](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/using-custom-values-in-dashboards-and-custom-reports.md): Overview Custom values let you insert dynamic, location-specific data into your dashboards — so one dashboard automatically adapts to whichever… - [Choosing Whether an Increase or a Decrease Is "Good" for the trend badge](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/choosing-whether-an-increase-or-a-decrease-is-good-for-the-trend-badge.md): Overview Every widget's number stat shows a small trend badge next to it — an up or down arrow with a percentage, like ↓30% vs last 7 days . By default… - [Use Custom Fields as Metrics in Dashboards, Reports & Custom Metrics](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/use-custom-fields-as-metrics-in-dashboards-reports-custom-metrics.md): Learn how to use Contact and Opportunity numeric and monetary custom fields as metrics across GHL Customer Care dashboards, Custom Reports, and Custom Metrics. - [How to Use Custom Values in Dashboards and Reports](https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/how-to-use-custom-values-in-dashboards-and-reports.md): Learn how to use location, user, and custom values in GHL Customer Care dashboards and reports so one dashboard can automatically adapt to each subaccount. - [Subaccount Dashboard Page - View or Edit](https://docs.ghlcustomercare.com/docs/dashboards/subaccount-dashboards/subaccount-dashboard-page-view-or-edit.md): Subaccount Dashboard viewing and editing. TABLE OF CONTENTS What is the Subaccount Dashboard? What Are Dashboard Modes and States? Dashboard Components… - [Visitor Data Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widget-types/visitor-data-widgets.md): Visitor Data Widgets(Websites/Funnels): Total Funnel Views: Tracks all funnel views (customizable by funnel and page type). Unique Funnel Views: Counts… - [Email Widgets for Dashboards and Reporting](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widget-types/email-widgets-for-dashboards-and-reporting.md): Track every email your team sends — without leaving GHL Customer Care. Email Widgets bring dedicated email analytics directly into your Sub-Account… ## Memberships & Communities - [Adding Closed Captions and Subtitles to your video courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/adding-closed-captions-and-subtitles-to-your-video-courses.md): This article shows you how to upload and edit closed captions and subtitles in your video courses using GHL Customer Care's Course Builder. With support… - [Automate Group Join Requests with Workflows](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/automate-group-join-requests-with-workflows.md): Automate group membership approvals in GHL Customer Care Communities using the Requested to Join Group workflow trigger with dynamic filters based on membership question responses. - [Checkout Orchestrator](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/checkout-orchestrator.md): Meet the new Checkout Orchestrator for Membership Courses—a lightning-fast, self-healing checkout engine that eliminates duplicate orders, slashes… - [Course Announcements](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/course-announcements.md): Course Announcements let course creators post updates with rich content directly inside Courses, while learners receive them through a dedicated… - [Course Filters in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/course-filters-in-communities.md): Learn how to set up and use course filters in GHL Customer Care Communities so members can filter by topic, difficulty, and language and sort courses more easily. - [Course Preview and Drip Scheduling Improvements](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/course-preview-and-drip-scheduling-improvements.md): Discover how GHL Customer Care’s enhanced admin preview toggle, drip validation, and Kajabi import updates improve your Courses’ reliability and learner experience. - [Courses - Embed Media from Third-Party Platforms](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-embed-media-from-third-party-platforms.md): Learn how to embed third-party video and audio in GHL Customer Care course lessons with iframe code, a YouTube example, supported platforms, and best practices. - [Courses - Import from Media Storage](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-import-from-media-storage.md): This article shows how to import audio and video from Media Storage into GHL Customer Care course lessons to reuse media, avoid re-uploads, and build faster. - [Courses Email Notification Preferences and Video Thumbnail Enhancements](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-email-notification-preferences-and-video-thumbnail-enhancements.md): We're excited to introduce Email Notification preferences in the membership courses! This update allows course creators to take complete control over… - [Courses Mobile- How to Navigate the New Lessons & Courses UI](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-mobile-how-to-navigate-the-new-lessons-courses-ui.md): 1. Seamless Category and Lesson Navigation Switch effortlessly between categories and lessons on the same screen without needing to go back and forth… - [Courses: In-App Notifications for Comment, Unlocked & Drip Content](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-in-app-notifications-for-comment-unlocked-drip-content.md): Our latest update is designed to keep you more connected and engaged with your courses and the learning community. Here’s everything you need to know to… - [Courses: Learner Experience Controls and Lesson Auto-Progression](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-learner-experience-controls-and-lesson-auto-progression.md): Learn how to use Courses learner experience controls in GHL Customer Care to enable autoplay, auto-completion, and smoother lesson auto-progression for learners. - [Courses: Pick a Video Frame as Lesson Thumbnail](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/courses-pick-a-video-frame-as-lesson-thumbnail.md): Capture a video frame or upload a custom image to set lesson thumbnails in GHL Customer Care. Improve branding, clarity, and engagement across your courses. - [Custom Values For Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/custom-values-for-courses.md): What’s New? You can now personalize your course content like never before! With custom values, you can tailor the experience for each learner. Custom… - [GHL Customer Care Credentials Preview: Memberships](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/ghl-customer-care-credentials-preview-memberships.md): Use GHL Customer Care Credential Preview to add certificates to LinkedIn, share via public links, and download PNG files. Show issuer and expiry details, and manage reminders. - [How do first time users Set Login Password, Request Forgotten Password for their membership portal?](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-do-first-time-users-set-login-password-request-forgotten-password-for-their.md): This article explains how users can set their password for the first time or reset it if forgotten using the magic link system. Whether access is granted… - [How to Add Funnels as Lessons in GHL Customer Care Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-add-funnels-as-lessons-in-ghl-customer-care-courses.md): Learn how to add funnels to GHL Customer Care courses, embed funnel pages as lessons, boost learner engagement, capture leads, and test the course experience. - [How To Build Courses / Membership Sites](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-build-courses-membership-sites.md): (Click the image above to access the course) Learn how to build GHL Customer Care Memberships/Courses websites by clicking here , which will take you to… - [How to Create a Product and Attach It to a Membership Course Offer](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-create-a-product-and-attach-it-to-a-membership-course-offer.md): Create a product, set up pricing and taxes, then instantly attach it to your membership course offer so customers gain immediate access within GHL Customer Care - [How to Create a Whitelabel Membership PWA in Legacy Memberships](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-create-a-whitelabel-membership-pwa-in-legacy-memberships.md): Your students will love having access to educational content anytime, anywhere. Improve their learning experience with your very unique custom branded membership app. - [Pushing an Updated Offer to Existing Membership Accounts](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/pushing-an-updated-offer-to-existing-membership-accounts.md) - [How to use membership themes](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-use-membership-themes.md): Looking for a way to customize your courses. We got you covered with our membership themes V1. More to come - [Magic Links In Memberships(Courses)](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/magic-links-in-memberships-courses.md): Have you ever been in a situation where you're trying to get somebody in membership, or you want to get them in quickly, and they've lost their password, or they can't figure out how to log in? A Memberships magic link is the one-click solution for that. - [One-Click Upsell In Memberships](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/one-click-upsell-in-memberships.md): Maximize your profit by adding Upsells to your checkout flow. An upsell (also written as “up-sell” or “up sell”) - [In-App Upsell in Memberships](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/in-app-upsell-in-memberships.md): Show locked offers on the My Library page and let members unlock bundles, extra courses, or access—track results and customize the upsell page. An upsell is also written up-sell or up sell. - [How to Manage Comments In Memberships](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-manage-comments-in-memberships.md): Course creators and teachers want to know if their course is effective in helping students learn. Feedback is a critical component of learning. - [How to Create Assessments/ Quizzes for Membership Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-create-assessments-quizzes-for-membership-courses.md): Quizmasters, you've got a lot of work ahead of you! Add quizzes to any course, category, or lesson and add a passing grade if you wish. Create custom quizzes to track students' progress and give them immediate feedback or let them try again. - [How to use Memberships Revenue Analytics in the CRM?](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-use-memberships-revenue-analytics-in-the-crm.md): Revenue Analytics is a feature that provides businesses with detailed insights into their one-time purchase revenue, including data filtering by date and purchase channel. It helps businesses optimize their revenue streams. - [How to use Member Analytics in Memberships?](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-use-member-analytics-in-memberships.md): Discover the hidden story behind your members' journey with Membership Analytics. Dive deep into their progress, engagement, and achievements, and unlock the key to shaping an extraordinary membership experience. - [Kajabi Importer: Easily Move Courses to GHL Customer Care](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/kajabi-importer-easily-move-courses-to-ghl-customer-care.md): Import Kajabi courses into GHL Customer Care with ease. Learn how to move lessons, videos, and content while avoiding common migration issues. - [Legacy Membership To Client Portal Migration](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/legacy-membership-to-client-portal-migration.md): This article talks about migration from Legacy membership to Client Portal TABLE OF CONTENTS Client Portal FAQs Legacy Membership FAQs Start the… - [Offer Duration: Set an expiry date or establish a start date for the offer.](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/offer-duration-set-an-expiry-date-or-establish-a-start-date-for-the-offer.md): Overview Our newest functionality enables course creators to define a fixed access period for members from the moment they sign up. This feature allows… - [How to Grant Access to Membership Courses Using Workflows](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-grant-access-to-membership-courses-using-workflows.md): Learn to automate membership course access in GHL Customer Care with Workflows. Step-by-step guide to streamline onboarding, assign offers, enhance user experience. - [Uploading audio inside Course lessons](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/uploading-audio-inside-course-lessons.md): New Feature: Audio Files in Courses You can now add audio lessons directly into your courses. This feature allows for greater flexibility in how course… - [New theme for courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/new-theme-for-courses.md): Get ready to take your course creation to the next level with the all-new Neo Classic Theme! TABLE OF CONTENTS What is the new Neo Classic courses theme?… - [Membership: New UI for Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/membership-new-ui-for-courses.md): In this article, we’re excited to introduce the brand-new Courses mobile UI, crafted to make learning smoother, faster, and more enjoyable. Discover the… - [Membership: Audio Files in Courses + v2 Offers Migration](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/membership-audio-files-in-courses-v2-offers-migration.md): We're excited to announce a new feature that enhances your courses with audio file integration. Now, course creators can seamlessly upload and include… - [New Theme Customizer for Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/new-theme-customizer-for-courses.md): The New Theme Customizer is a powerful new feature that enables users to personalize the appearance of their course sites with ease. From logos and… - [Understanding Courses Dashboard](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/understanding-courses-dashboard.md): See 30-day enrollments, revenue, AOV, and progress at a glance. Drill into funnels and top/least performers; export CSV. Data refreshes every 6 hours. - [Tagging Courses in a Communities Post/Comment](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/tagging-courses-in-a-communities-post-comment.md): Learn how to tag Courses in Communities posts and comments using #. Add clickable course links, respect access rules, and guide members to the right learning content - [Manage Commenting on Your Posts in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/manage-commenting-on-your-posts-in-communities.md): Learn how to enable or disable comments on posts in GHL Customer Care Communities. Control engagement, manage replies, and adjust commenting settings anytime. - [Using Course Assessment Emails to Streamline Course Communication](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/using-course-assessment-emails-to-streamline-course-communication.md): Learn how Course Assessment Emails notify learners and instructors about quiz submissions, assignments, grades, and comments with customizable templates. - [Welcome Badge for Course Enrolments](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/welcome-badge-for-course-enrolments.md): Learn how Welcome Badges work in GHL Customer Care courses, including setup, templates, and how badges are automatically issued at enrollment. - [How to Set Up Taxes for Course Offers in GHL Customer Care](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-set-up-taxes-for-course-offers-in-ghl-customer-care.md): Learn how to set up tax support for GHL Customer Care course offers, including automatic taxes, manual tax rates, tax-inclusive pricing, and checkout testing. - [Import Content from Another Course](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/import-content-from-another-course.md): Learn how to import lessons, modules, and full course structures from one GHL Customer Care course into another, reuse content faster, and avoid rebuilding courses. - [Tax support in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/tax-support-in-communities.md): Learn how GHL Customer Care Communities applies taxes to paid memberships, courses, and events using automatic taxes, manual tax rates, and Payments settings. - [Tags in Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/tags-in-courses.md): Learn how to add Language, Difficulty, and Topic tags to GHL Customer Care courses so learners can browse and filter their course library more easily. - [Progress Analytics in Courses](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/progress-analytics-in-courses.md): Track course completion, spot learner drop-offs, and review member progress with Course Progress Analytics in GHL Customer Care. Export reports to measure performance. - [Post Creation Nudges in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/post-creation-nudges-in-communities.md): Learn how Post Creation Nudges help you quickly create engaging community posts from new courses, events, and learning milestones with pre-filled content and automatic mentions. - [Rearrange and Rename Community Group Tabs](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/rearrange-and-rename-community-group-tabs.md): Learn how to customize your community's tab layout by reordering, renaming, and disabling tabs to match your community's workflow and branding. - [How to Setup, Customize, and Manage Your Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-setup-customize-and-manage-your-communities.md): Communities is an interactive, centralized platform that combines various educational resources, allowing members to create, connect, and engage in groups based on specific interests. It facilitates interactive discussions and knowledge sharing. - [Communities - How to Manage Members Inside Groups](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-how-to-manage-members-inside-groups.md): Confidently manage GHL Customer Care Community Groups. Learn roles, invites, approvals, privacy, automation, and reporting to onboard, organize and protect members. - [Communities: How to Manage Content](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-how-to-manage-content.md): Content Management in Communities is a powerful feature that enables group admins and members to create, manage and engage with posts and channels. With diverse capabilities, from embedding videos to managing comments and likes - [How to Make Groups Private in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-make-groups-private-in-communities.md): Create private groups in GHL Customer Care for confidential discussions and focused collaboration. Manage access, roles, and settings in a secure, flexible space. - [How to Use Community Tagging Feature](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-use-community-tagging-feature.md): Discover GHL Customer Care's new Community Tagging feature – a game-changer for member engagement. Learn how to tag, get notifications, and foster richer conversations within your community. Dive in now - [Featured Posts (Pinned Posts)](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/featured-posts-pinned-posts.md): Overview We're excited to introduce the "Featured Posts" feature, designed to help Admins and Owners make important content stand out in channels and on… - [Paid Groups](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/paid-groups.md): The new feature inside Communities, Paid Groups, introduces the capability to monetize both Public and Private Communities on the platform. Admins and… - [Learning Tab (Courses)](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/learning-tab-courses.md): Introducing Free Courses in the Learning Tab: Admins and Owners can now add free courses, providing community members with easy access to valuable… - [Workflow Triggers for Communities: Granting and Revoking Group Access](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/workflow-triggers-for-communities-granting-and-revoking-group-access.md): More Tutorials From the Community https://youtu.be/a-eUIs0QFgw https://youtu.be/sYEpEcT87fE https://youtu.be/1AoquZtYhIs Introduction We've introduced… - [Members Approval Questions](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/members-approval-questions.md): More Tutorials from the Community https://youtu.be/8hJBZsaTrPg https://youtu.be/HQDyFGA94FA https://youtu.be/Di1sTrDCmNs https://youtu.be/_9T7OIrMwhU… - [Paid Courses inside Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/paid-courses-inside-communities.md): We're excited to introduce Paid Courses, a feature that allows community owners and admins to monetize their content by selling courses directly within… - [Communities - How to Add Custom CSS/JS to Groups](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-how-to-add-custom-css-js-to-groups.md): Add custom HTML, CSS, and JS to GHL Customer Care community groups: go to Client Portal > Branding > Advanced, preview changes, and troubleshoot with customCode=false. - [Communities - Change your group theme](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-change-your-group-theme.md): Communities themes allow you to customize the appearance of your group interface to match your preferences. Themes can be adjusted for both light and… - [Gamification in Communities - Points, Badges and Leaderboards](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/gamification-in-communities-points-badges-and-leaderboards.md): Learn how gamification in GHL Customer Care uses points, badges, and leaderboards to boost team performance, increase motivation, and improve overall productivity. - [Communities - Private Channels and Channel Emojis](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-private-channels-and-channel-emojis.md): Create private channels and customize them with emojis. Control access, assign channel managers, and keep conversations secure across web and mobile apps. - [How to Ban Members and Report Content in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-ban-members-and-report-content-in-communities.md): New Features: Ban members Now members can be banned from a group by the group Admins and Owners. And the banned member will be removed from the group and… - [What happens when you delete a contact linked to a community group](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/what-happens-when-you-delete-a-contact-linked-to-a-community-group.md): When a contact is a group member When a contact is deleted from a community, the individual will be permanently removed from the community, losing all… - [How to Use GIFs in Communities for Posts and Comments](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-use-gifs-in-communities-for-posts-and-comments.md): Enhanced GIF Support: Get ready for a whole new level of interaction! GIFs are now more accessible and seamlessly integrated within communities, moving… - [Transfer community group ownership](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/transfer-community-group-ownership.md): We’re excited to bring you some self help options in this release that will make your communities experience better. New Features: Transfer Ownership… - [Community Chat Feature](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/community-chat-feature.md): Welcome to Community Chats , where you can easily connect with your community through 1-on-1 private messaging. Whether you're a regular user or an… - [Community Events](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/community-events.md): Learn how to create, gate, and promote Community Events in GHL Customer Care. Configure paid access, calendar adds, and reminder emails to boost attendance. - [How to create your Whitelabel Community](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-create-your-whitelabel-community.md): Creating a white-label community inside a GHL Customer Care (GHL Customer Care) subaccount involves customizing the community features to match your brand. Here’s a… - [Unified Search for Posts and Comments in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/unified-search-for-posts-and-comments-in-communities.md): TABLE OF CONTENTS Overview: Key Benefits: How It Works: How to Use It: Why You’ll Love It: Overview: We’re thrilled to introduce the Search on Post and… - [Advanced Course Unlock Options in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/advanced-course-unlock-options-in-communities.md): Overview We’ve introduced a flexible course unlocking system, allowing community admins to customize how members access courses. You can now set up… - [Communities: Announcement Channel and Notification](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-announcement-channel-and-notification.md): Learn how to create Announcement Channels in Communities, manage posting permissions, and understand the latest notification enhancements for members… - [? Skool Importer: Seamlessly Migrate Your Skool Group to GHL Customer Care Community](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/skool-importer-seamlessly-migrate-your-skool-group-to-ghl-community.md): Welcome to the Skool Importer! This feature is designed to make your transition from Skool to the GHL Customer Care Community platform effortless. Whether you're… - [Communities - Private Channel Based Course Access](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-private-channel-based-course-access.md): Control course visibility in GHL Customer Care Communities by restricting access to specific private channels. Learn how to set up private channel-based course access. - [Communities: How to Use Group Filter in Smartlist](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-how-to-use-group-filter-in-smartlist.md): This article explains the Community Groups filter available in CRM Smart Lists. With this feature, you can quickly segment contacts based on their… - [Communities - Tagging Channels and Events in Posts/Comments](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-tagging-channels-and-events-in-posts-comments.md): Use # to tag channels and events in GHL Customer Care Communities. Add clickable, permission-aware links to posts and comments, with our steps by step guide. - [Live Streaming and Video Calling](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/live-streaming-and-video-calling.md): Bring real-time human connection directly into GHL Customer Care with Media Core’s Interactive Video Rooms and Live Streaming Engine. These fully… - [Communities - Use Go Live to Host Meetings & Broadcasts](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-use-go-live-to-host-meetings-broadcasts.md): Use Go Live in GHL Customer Care Communities to run interactive meetings or broadcasts with chat, reactions, and optional replays seamlessly on web and mobile. - [Communities & Courses — Go Live Technical Specifications](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-courses-go-live-technical-specifications.md): TECHNICAL SPECIFICATIONS FOR LIVE VIDEOS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Key Frame Interval: 2 seconds (recommended) Streaming Protocol: WebRTC… - [Communities - Automatic Newsletters](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-automatic-newsletters.md): Learn how to setup and schedule community newsletters in GHL Customer Care with flexible timing, timezone settings, and recurring delivery options to boost engagement. - [Communities - Customizeable Navigation Tabs In Groups](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-customizeable-navigation-tabs-in-groups.md): Learn how to show or hide tabs per Community Group in GHL Customer Care. Keep Discussion/About mandatory and tailor Learning, Events, Leaderboard, and Members. - [Communities - Private Course & Member-Specific Course Access](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-private-course-member-specific-course-access.md): Learn how to manually grant or revoke course access in GHL Customer Care Communities and use Private Courses for exclusive, admin-controlled learning experiences. - [Communities - How Members Can Leave Groups](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-how-members-can-leave-groups.md): Learn how to leave a community in GHL Customer Care. Learn what happens after exiting, and how admins are notified when members remove themselves from groups. - [Live Rooms in Communities Events](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/live-rooms-in-communities-events.md): Create Community Events with Live Room in GHL Customer Care. Host native live sessions, use Zoom or Meet links, manage access, reminders, and attendee joins easily. - [Communities Live Session Enhancements: Personal Meeting Links, Recordings Hub & Noise Cancellation](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-live-session-enhancements-personal-meeting-links-recordings-hub-nois.md): Learn how to use Personal Meeting Links, the Recordings Hub, and enhanced noise cancellation to improve live sessions inside GHL Customer Care Communities. - [Share Meeting Recordings as Community Posts](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/share-meeting-recordings-as-community-posts.md): Learn how to share meeting recordings directly into GHL Customer Care Communities using Share as Post to improve collaboration and streamline publishing workflows. - [Tag Channels and Events in Communities Posts](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/tag-channels-and-events-in-communities-posts.md): Learn how to tag channels and events in GHL Customer Care Communities posts and comments using # to create clickable, permission-aware links for members. - [Communities UI Refresh in GoKollab (Beta)](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-ui-refresh-in-gokollab-beta.md): Discover the redesigned GoKollab Communities experience with improved navigation, emoji reactions, smarter course cards, and a unified HighRise interface. - [How to Create Polls in Community Posts](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-create-polls-in-community-posts.md): Learn how to create polls directly in Community posts, add options, allow multiple answers, control result visibility, and set an end date in GHL Customer Care. - [Communities Workflow Triggers for Posts, Comments, Requests, and Events](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/communities-workflow-triggers-for-posts-comments-requests-and-events.md): Learn how to use four Communities workflow triggers in GHL Customer Care to automate moderation, member follow-up, post and comment alerts, and event engagement. - [Community Editor Enhancements: Rich Text Toolbar & Moderation Tools](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/community-editor-enhancements-rich-text-toolbar-moderation-tools.md): Learn how to use GHL Customer Care's enhanced community editor with floating rich text formatting, direct user banning, recording downloads, and improved keyboard shortcuts. - [How to Send Voice Notes in Community Chats](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/how-to-send-voice-notes-in-community-chats.md): Record and send voice messages in GHL Customer Care Community Chats. Learn how to use Voice Notes on web & GoKollab mobile apps for faster, more personal conversations. - [GHL Customer Care Meetings: Reusable Links for One-Time & Recurring Calls](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/ghl-customer-care-meetings-reusable-links-for-one-time-recurring-calls.md): Learn how GHL Customer Care Meetings uses reusable links for video calls. Set up one-time and recurring meetings, track session history, and simplify joining for clients and teams. ## Account Snapshots - [Snapshots - Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview.md): Learn how GHL Customer Care Snapshots help agencies copy reusable assets across sub-accounts, what transfers, what does not, and how to create, share, and load them. - [Creating New Snapshots in GHL Customer Care](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care.md): Create reusable snapshots in GHL Customer Care to quickly clone sub-account setups, streamline workflows, and scale your onboarding process with customizable templates. - [How to Share Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-share-snapshots.md): Learn how to share snapshots in GHL Customer Care, choose the right link type, protect assets, handle mixed snapshots, and manage internal or external sharing. - [Load Snapshots Into Existing Sub-Account](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/load-snapshots-into-existing-sub-account.md): Learn how to import snapshots into an existing GHL Customer Care sub-account. Select specific assets, resolve conflicts and streamline your client setup process. - [Refresh or Update Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/refresh-or-update-snapshots.md): Learn how to refresh or update snapshots in GHL Customer Care so your latest workflows, funnels, and assets are included. See how to use the Refresh icon and Push Update to sync changes to your client sub-accounts. - [Delete & Edit the Name of Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/delete-edit-the-name-of-snapshots.md): Delete Snapshots Follow the steps below to delete a Snapshot Click Settings (Agency view) Click Account Snapshot Locate the Snapshot you want to delete… - [Assets Protected Snapshots ( Called "IP Protected" Earlier )](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/assets-protected-snapshots-called-ip-protected-earlier.md): Learn how Assets Protected Snapshots support internal reuse across your GHL Customer Care agency while protected assets remain restricted from external sharing. - [How to Easily Replicate Documents and Contracts Setup Across Different Accounts](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-easily-replicate-documents-and-contracts-setup-across-different-accounts.md): Documents and Contracts are now supported in Snapshots! Now, agencies can effortlessly save time during onboarding and ensure consistent Document… - [Snapshot Push Update History](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-push-update-history.md): You can view a history of all the times you pushed an update to a snapshot into subaccounts. You can see subaccounts processed, pending, and failed. You… - [Granular Permissions for Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/granular-permissions-for-snapshots.md): Overview The granular permissions feature for Snapshots provides more control over who can perform specific snapshot-related actions within the system… - [Creating Custom Objects using Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-custom-objects-using-snapshots.md): This support doc provides step-by-step instructions on using the Custom Object Support in Snapshots feature. Customers can copy custom object data… - [Manage Linked Assets in Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/manage-linked-assets-in-snapshots.md): Manage Linked Assets in Snapshots Gain more control over what gets included in your snapshot pushes! You can now view, link, and unlink assets inside… - [Snapshot Management: Selective Asset Snapshots and Force Snapshot Creation](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-management-selective-asset-snapshots-and-force-snapshot-creation.md): Learn how to refresh or update snapshots in GHL Customer Care so your latest workflows, funnels, and assets are included. See how to use the Refresh icon and Push Update to sync changes to your client sub-accounts. - [Voice AI Configuration Support for Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/voice-ai-configuration-support-for-snapshots.md): Set up Voice AI in GHL Customer Care snapshots to ensure consistent configurations, faster deployments, and accurate voice bot performance across all client accounts. - [Manage Snapshot Push Settings for Individual Sub-Accounts](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/manage-snapshot-push-settings-for-individual-sub-accounts.md): Managing your snapshots just got easier. With our latest update, you can now edit the locations for snapshot push, giving you greater control over where… - [Snapshot Notification Preferences](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-notification-preferences.md): Learn how to tailor GHL Customer Care snapshot notifications—choose email or in-app alerts, adjust frequency, and set ownership preferences to stay informed without inbox overload. - [Create a New Sub-Account Using Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/create-a-new-sub-account-using-snapshot.md): Quickly create a new sub-account in GHL Customer Care using a snapshot to pre-load assets like workflows, funnels, and settings—saving time and ensuring consistency. - [Rolling Notifications for Snapshot Push](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/rolling-notifications-for-snapshot-push.md): Learn how GHL Customer Care’s rolling notifications improve visibility during snapshot pushes to multiple sub-accounts. Understand grouped progress updates, benefits, and how it differs from email notifications. - [How to View Snapshot Assets](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-view-snapshot-assets.md): Preview funnels, workflows, emails & more in any GHL Customer Care snapshot with Snapshot Asset Viewer. Search, verify, and manage assets before loading or sharing - [Integrated Onboarding for Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/integrated-onboarding-for-snapshots.md): Learn how GHL Customer Care’s Integrated Onboarding helps you create, import, share, refresh, and push Snapshot updates faster—right inside the Snapshot module. - [Snapshot Load Retry](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-load-retry.md): Retry failed snapshot loads in GHL Customer Care from Load History. Retry all failed or selected sub-accounts, track progress, and follow 48-hour rules. - [Snapshots - WordPress Support](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-wordpress-support.md): Bundle complete WordPress sites into Snapshots and restore them automatically on deployment. Deploy pages, themes, plugins, and settings faster in GHL Customer Care. - [Load Multiple Sub-Accounts to a Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/load-multiple-sub-accounts-to-a-snapshot.md): Learn how to load and link snapshots across multiple sub-accounts in GHL Customer Care using the new My Account Snapshots workflow - [Copy Custom Contact Views Using Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/copy-custom-contact-views-using-snapshots.md): Learn how to copy custom Contact Detail Page views using snapshots in GHL Customer Care to reuse layouts across sub-accounts and reduce manual setup. - [Shared Snapshots Summary: Track Daily Snapshot Import Activity](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/shared-snapshots-summary-track-daily-snapshot-import-activity.md): Track Shared Snapshot import activity in GHL Customer Care with daily in-app notifications and email digests for better visibility, usage tracking, and reporting. - [How to Import Snapshots in GHL Customer Care](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-import-snapshots-in-ghl-customer-care.md): Learn how to import snapshots in GHL Customer Care, track progress, fix share-link errors, load assets, and understand protected snapshot behavior after import. - [Using Snapshots to Copy Rental Listings and Categories](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/using-snapshots-to-copy-rental-listings-and-categories.md): Learn how to use Snapshots to copy Rental Listings and Categories across GHL Customer Care sub-accounts for faster onboarding and consistent Rentals setup. - [Organized Nested Asset Selection for Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/organized-nested-asset-selection-for-snapshots.md): Learn how to use organized nested asset selection in GHL Customer Care Snapshots to select folders, sub-folders, and assets during create, refresh, and load workflows. - [How to Add Custom Contact Views to Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-add-custom-contact-views-to-snapshots.md): Learn how to add custom Contact Detail Views to snapshots in GHL Customer Care and reuse contact page layouts across multiple sub-accounts. - [How to View Snapshot Load History in a Subaccount](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-view-snapshot-load-history-in-a-subaccount.md): Learn how to view Snapshot load history in a GHL Customer Care subaccount, check versions and users, search records, and review assets from each load. - [Imported Snapshots: Load Modal and History Tracking](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/imported-snapshots-load-modal-and-history-tracking.md): Load shared snapshots directly into any sub-account from the Imported Snapshots tab. Track load history, view asset deployment, and manage snapshot restrictions across your agency. - [Snapshot Support for Flow-Based Voice AI Agents](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-support-for-flow-based-voice-ai-agents.md): Learn how to use Snapshots to package, clone, and deploy flow-based Voice AI agents across sub-accounts, making complex call flows easier to reuse and scale. - [Reusing Protected Assets Within Your Agency (Snapshots)](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/reusing-protected-assets-within-your-agency-snapshots.md): Protected assets can now be reused and redistributed freely within your own agency through snapshots. Previously, once a snapshot with protected assets… - [Marketing Agency Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/marketing-agency-snapshot.md): Setup Guide The Marketing Agency Snapshot provides a foundational template for establishing sub-accounts tailored to marketing agencies. It equips you… - [Chiropractor Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/chiropractor-snapshot.md): Setup Guide The Chiropractor Snapshot provides a foundational template for establishing sub-accounts tailored to chiropractic practices. It equips you… - [Dentist Snapshot - Free Whitening Offer](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/dentist-snapshot-free-whitening-offer.md): For Dentist offering a Free Teeth Whitening With Next Appointment + 6 Months Check-in Campaign Snapshot Name: TEMPLATE - Dentist Snapshot - Download the… - [Real Estate Agent Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/real-estate-agent-snapshot.md): Setup Guide The Real Estate Agent Snapshot provides a foundational template for establishing sub-accounts tailored to real estate agents. It equips you… - [Steakhouse Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/steakhouse-snapshot.md): Setup Guide The Steakhouse Snapshot provides a foundational template for establishing sub-accounts tailored to steakhouse restaurants. It equips you with… - [Gym Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/gym-snapshot.md): Setup Guide The Gym Snapshot provides a foundational template for establishing sub-accounts tailored to gyms. It equips you with a comprehensive toolkit… - [Hair Salon Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/hair-salon-snapshot.md): Setup Guide The Hair Solon Snapshot provides a foundational template for establishing sub-accounts tailored to hair solons. It equips you with a… - [Family Law Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/family-law-snapshot.md): Setup Guide The Family Law Snapshot provides a foundational template for establishing sub-accounts tailored to family lawyers. It equips you with a… - [Career Coaching Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/career-coaching-snapshot.md): Setup Guide The Career Coaching Snapshot provides a foundational template for establishing sub-accounts tailored to career coaches. It equips you with a… - [Automotive Detailing Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/automotive-detailing-snapshot.md): Setup Guide The Automotive Detailing Snapshot provides a foundational template for establishing sub-accounts tailored to automotive detailing businesses… - [Web Designer Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/web-designer-snapshot.md): Setup Guide The Web Designer Snapshot provides a foundational template for establishing sub-accounts tailored to web designers. It equips you with a… - [Bookkeeper Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/bookkeeper-snapshot.md): Setup Guide The Bookkeeper Snapshot provides a foundational template for establishing sub-accounts tailored to bookkeepers. It equips you with a… - [Plumbing Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/plumbing-snapshot.md): Setup Guide The Plumbing Snapshot provides a foundational template for establishing sub-accounts tailored to plumbing businesses practice. It equips you… - [Property and Casualty Insurance Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/property-and-casualty-insurance-snapshot.md): Setup Guide The Property and Casualty Insurance Snapshot provides a foundational template for establishing sub-accounts tailored to property and casualty… - [Travel Agency Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/industry-snapshots/travel-agency-snapshot.md): Setup Guide The Travel Agency Snapshot provides a foundational template for establishing sub-accounts tailored to travel agencies. It equips you with a… ## Mobile & Desktop App - [How to Use Invoices in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/how-to-use-invoices-in-the-mobile-app.md): We're thrilled to announce our latest update to Invoices on the mobile app - a brand new flow! Subaccount admins and users can now create invoices either… - [Media Library – Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/media-library-mobile-app.md): Managing media across conversations, contracts, social planning, and other business operations often becomes challenging when files are scattered across… - [Social Planner for the GHL Customer Care Mobile App v3.88.1 (and higher)](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/social-planner-for-the-ghl-mobile-app-v3-88-1-and-higher.md): We're thrilled to announce our latest addition to the Mobile App - the launch of the much awaited Social Planner on the mobile app! Connect your… - [How to Use Media Optimization and Watermarking in the Mobile Social Planner](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/how-to-use-media-optimization-and-watermarking-in-the-mobile-social-planner.md): This article will show you how to streamline mobile social media publishing using two new features — Media Optimization and Watermarking — now available… - [How to Use the Business Card Scanner in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/how-to-use-the-business-card-scanner-in-the-mobile-app.md): Scan business cards into contacts using the GHL Customer Care mobile app. Learn how to access, scan, review, and save business card data quickly and accurately. - [How to Switch Contacts and Use Custom Values in the Mobile App Calendar](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/how-to-switch-contacts-and-use-custom-values-in-the-mobile-app-calendar.md): TABLE OF CONTENTS What’s New Why it Matters We’re thrilled to announce our latest update to calendars on the mobile app. Custom values are now supported… - [Multiple Calendar Views in Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/multiple-calendar-views-in-mobile-app.md): You can link the schedules of multiple users, calendars, or groups under one single mobile calendar view. Select multiple users - You can view the… - [Share Calendar Links from Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/share-calendar-links-from-mobile-app.md): You can share the links of your calendars to potential leads and customers. Links to all the calendars under a particular subaccount can be accessed from… - [Custom Conversation Providers in Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/custom-conversation-providers-in-mobile-app.md): The mobile app conversations tab supports communication with customers on custom channels that can be integrated from the App Marketplace. Y ou can have… - [Local Presence Dialing in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/local-presence-dialing-in-the-mobile-app.md): Reach more leads and boost answer rates by making every outbound call look local. Local Presence Dialing on the GHL Customer Care mobile app automatically… - [Spam Tagging on Mobile](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/spam-tagging-on-mobile.md): Stay focused and minimize interruptions with Spam Tagging for mobile. This feature automatically flags suspicious calls with a clear “Spam Likely” label… - [How to Use Mobile App DND in Contacts](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/how-to-use-mobile-app-dnd-in-contacts.md): This article will walk you through the newly enhanced DND (Do Not Disturb) features available in the GHL Customer Care mobile app. These updates simplify… - [Mobile App - Inbound Call Transfer](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/mobile-app-inbound-call-transfer.md): Learn how to transfer inbound calls in the mobile app using warm or blind transfer, manage participants, and route calls to the right team member. - [Documents and Files in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/documents-and-files-in-the-mobile-app.md): This article will show you how to streamline your document management using the new Docs and Files tab inside contact records! Upload, send, and track… - [Outbound Calling Using the GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/outbound-calling-using-the-ghl-customer-care-mobile-app.md): Discover how to use the GHL Customer Care mobile app to make outbound calls. Learn about advanced features such as taking notes, scheduling follow-ups and more! - [Unified Contacts Workspace in Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/unified-contacts-workspace-in-mobile-app.md): Say hello to the Unified Contact Workspace for the GHL Customer Care mobile app. The Contacts Workspace pulls every detail, task, note, and activity feed… - [Custom Module Links with Role & Account-Based Visibility](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/custom-module-links-with-role-account-based-visibility.md): Control custom module link visibility in GHL Customer Care using role-based and account-based targeting. Improve navigation, security, and user experience. - [Manage Service v2 Appointments in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/manage-service-v2-appointments-in-the-mobile-app.md): Learn how to edit, reschedule, duplicate, and delete Service v2 appointments directly from the GHL Customer Care mobile app. - [Opportunities V2 Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/opportunities-v2-mobile-app.md): Customize opportunity cards, use quick actions, and manage your sales pipeline with GHL Customer Care Opportunities V2. Learn how to personalize fields, track lead activity, and manage deals from the mobile app. - [GHL Customer Care Mobile App Experience](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-app/ghl-customer-care-mobile-app-experience.md): Discover the redesigned GHL Customer Care Mobile App with role-based dashboards, Universal Search, Dark Mode, and Ask AI assistant for faster business management on the go. - [Download GHL Customer Care & LeadConnector Desktop App for Windows, macOS & Linux](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/desktop-app/download-ghl-customer-care-leadconnector-desktop-app-for-windows-macos-linux.md): Install the GHL Customer Care Desktop App for macOS, Windows or Linux. Faster performance, native notifications, and a focused workspace. Download links and setup steps included. - [Setting up an Apple Developer Account for your Whitelabel Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/setting-up-an-apple-developer-account-for-your-whitelabel-mobile-app.md): To publish apps on the iOS App Store, each business must have its own Apple Developer account . Below is a step-by-step guide for creating one under an… - [Setting up a Google Developer Account for your Whitelabel Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/setting-up-a-google-developer-account-for-your-whitelabel-mobile-app.md): To publish Android apps on the Google Play Store, your business must have its own Google Developer account . Here's a step-by-step guide to help you get… - [How to Promote and Customize Your Whitelabel Mobile App: A Comprehensive Guide](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/how-to-promote-and-customize-your-whitelabel-mobile-app-a-comprehensive-guide.md): This guide will walk you through leveraging a mobile app promotion tool and a white-label mobile app customizer. This will enable agencies to efficiently promote and personalize their apps for sub-accounts, enhancing their branding and outreach. - [How to Customize Your White Label GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/how-to-customize-your-white-label-ghl-customer-care-mobile-app.md): You can customize your mobile app’s branding, layout, and navigation directly from the Mobile App Customiser Step 1: Access Customization Go to Agency… - [Enable Tap to Pay on your Whitelabelled Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/enable-tap-to-pay-on-your-whitelabelled-mobile-app.md): Overview This guide provides a comprehensive step-by-step walkthrough for enabling Tap to Pay on iPhone or on your Android whitelabelled mobile app . Tap… - [Self-Service Whitelabelled Mobile App Customizer](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/self-service-whitelabelled-mobile-app-customizer.md): Create, brand, build & publish your own iOS/Android app with GHL Customer Care’s self‑service customizer. One‑click builds, live status, release tracks, priority updates. - [Linking Apple Appstore account to the Whitelabel Mobile App Customizer](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/linking-apple-appstore-account-to-the-whitelabel-mobile-app-customizer.md): Mobile App Onboarding Flow: App Store API Key, Bundle Identifier, and Firebase Configuration Overview This guide explains every action you need to take… - [Linking Google PlayStore account to the Whitelabel Mobile App Customizer](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/linking-google-playstore-account-to-the-whitelabel-mobile-app-customizer.md): Google Play: Connect Account and App Setup Overview This article consolidates the full Google Play onboarding flow inside GHL Customer Care’s Agency App… - [Publish Your Android White-Label App in Google Play Console](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/publish-your-android-white-label-app-in-google-play-console.md): Overview This guide shows how to create a new app record in Google Play Console. You will open the Console, click Create app, enter the app name and… - [Publish Your iOS White-Label App in App Store Connect](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/publish-your-ios-white-label-app-in-app-store-connect.md): Overview This guide will help you set up and customize your iOS white-label mobile app inside Apple App Store Connect . Follow the steps carefully to… - [Pushing an update to Whitelabel Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/pushing-an-update-to-whitelabel-mobile-app.md): Updating Your Live iOS App in App Store Connect Once your app is live on the App Store, you may need to release updates with bug fixes, new features, or… - [Whitelabel mobile app Build failures](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/whitelabel-mobile-app-build-failures.md): White‑Label Mobile App — Build Failures (Update/Resubmission) A practical checklist to diagnose and fix build errors after you update your app… - [Enable WhatsApp Inbound Calling for Your White-Label Mobile App (Release 4.18.0)](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/enable-whatsapp-inbound-calling-for-your-white-label-mobile-app-release-4-18-0.md): Overview Starting with White-Label Mobile App Release 4.18.0 , agencies can enable WhatsApp Inbound Calling within their whitelabel mobile applications… - [Troubleshooting App Build Issues for White Label Mobile Apps](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/troubleshooting-app-build-issues-for-white-label-mobile-apps.md): Before your White Label Mobile App can be built, Agency App Manager checks that your Apple App Store or Google Play Store setup is complete. These checks… - [Troubleshooting Upload to Store Issues for White Label Mobile Apps](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/troubleshooting-upload-to-store-issues-for-white-label-mobile-apps.md): Resolve upload blockers and warnings for your White Label Mobile App, including missing builds, editable store versions and duplicate build or version codes. - [Troubleshooting Submit for Review Issues for White Label Mobile Apps](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/whitelabel-mobile-app/troubleshooting-submit-for-review-issues-for-white-label-mobile-apps.md): Resolve every blocker that stops a White Label Mobile App submission, including listing metadata, App Store screenshots, compliance fields and the Play production track. - [Pay For Service Appointments In The Mobile App POS](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/pay-for-service-appointments-in-the-mobile-app-pos.md): We're thrilled to announce our latest update to Mobile payments - integration of our POS with service calendars. For all service appointments with a… - [Mobile App POS Adjusts To iPad and Tablets Screens](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/mobile-app-pos-adjusts-to-ipad-and-tablets-screens.md): For businesses that want to accept payment on larger screens, the Point Of Sale mobile payments window will take full advantage of the extra real estate… - [Accept Payments on Stripe Mobile POS Terminals](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/accept-payments-on-stripe-mobile-pos-terminals.md): You can connect select payment terminals (sold by Stripe) to the mobile app and accept payments by having your customers tap, insert, or swipe their… - [Mobile Estimates Dashboard and Builder](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/mobile-estimates-dashboard-and-builder.md): Use GHL Customer Care’s Mobile Estimates Dashboard and Builder to create and send professional estimates in seconds directly from the mobile app on your phone. - [Dynamic Products - Edit Details In Mobile Transaction](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/dynamic-products-edit-details-in-mobile-transaction.md): While performing a transaction, you are not restricted to use the existing details that were already configured for the product(s). Feel free to modify… - [Consolidated Payment Hub in Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/consolidated-payment-hub-in-mobile-app.md): The mobile Point-of-Sale (POS) module is an all-in-one payments hub! Access all three payment products - POS ( Tap to Pay, Cash, Cards, and Manual Entry)… - [Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/accepting-in-person-payments-with-nmi-and-authorize-net-in-the-mobile-pos.md): You can now accept in-person payments via the GHL Customer Care mobile app using NMI and Authorize.net . Whether using saved cards or entering new ones… - [How to use Direct Payments in Estimates in the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/how-to-use-direct-payments-in-estimates-in-the-mobile-app.md): This article explains how to enable and use Direct Payments in Estimates via the GHL Customer Care Mobile App. With this new feature, customers can… - [Active Transaction Inside POS for Mobile Payments](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/active-transaction-inside-pos-for-mobile-payments.md): Active Transactions in the POS for Mobile Payments consolidates due and overdue invoices into one accessible menu where you can easily review, edit, and… - [Collect In-Person Signatures via Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/collect-in-person-signatures-via-mobile-app.md): GHL Customer Care’s mobile app now allows you to collect in-person signatures directly within the app, making it easier than ever to finalize documents and… - [Support for BBPOS WisePOS E and Stripe S700 Internet Readers on Mobile POS](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/support-for-bbpos-wisepos-e-and-stripe-s700-internet-readers-on-mobile-pos.md): This article shows you how to pair Stripe’s Wi-Fi–enabled WisePOS E and S700 readers with the GHL Customer Care, LeadConnector, or your own white-label… - [Mobile UI Improvements for E-commerce Stores](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/mobile-payments/mobile-ui-improvements-for-e-commerce-stores.md): Learn about the latest mobile UI improvements in GHL Customer Care E-commerce stores, including updates to product pages, filters, reviews, cart, checkout, and thank you pages. - [The Revamped Mobile App Experience - Mobile v4.0.0](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/new-mobile-app-experience/the-revamped-mobile-app-experience-mobile-v4-0-0.md): Overview The Revamped Mobile App Experience introduces a completely redesigned GHL Customer Care mobile interface built for speed, intelligence, and… - [Multi-Location Incoming Calls on the Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/new-mobile-app-experience/multi-location-incoming-calls-on-the-mobile-app.md): The Multi-Location Incoming Calls feature in the GHL Customer Care mobile app ensures that teams working across multiple sub-accounts never miss an… - [AI Powered Business Card Scanner](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/new-mobile-app-experience/ai-powered-business-card-scanner.md): Overview Introducing AI Business Card Scanner — the fastest and smartest way to capture new contacts on the go. Designed for professionals who network at… - [Unified Appointment Screen in the GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/new-mobile-app-experience/unified-appointment-screen-in-the-ghl-customer-care-mobile-app.md): Manage appointment details, attendees, forms, notes, activity logs, and payments from one unified appointment screen in the GHL Customer Care mobile app experience. - [Using Media Controls from the Notification Tray in the GHL Customer Care Mobile App](https://docs.ghlcustomercare.com/docs/mobile-and-desktop-app/new-mobile-app-experience/using-media-controls-from-the-notification-tray-in-the-ghl-customer-care-mobile-app.md): Learn how to use GHL Customer Care mobile app media controls from the notification tray to pause, resume, or skip supported playback on iOS and Android. ## Opportunities & Pipelines - [Understanding Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-pipelines.md): Learn how Pipelines in GHL Customer Care help you track, manage, and optimize opportunities across sales and service workflows using stages, automation, and reporting. - [Understanding Opportunities in GHL Customer Care](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-opportunities-in-ghl-customer-care.md): Learn the fundamentals of Opportunities in GHL Customer Care and how they help you create deals, move them through different pipeline stages, and forecast revenue. - [Step-by-Step Guide: Creating Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-creating-pipelines.md): Step-by-step guide to creating pipelines in GHL Customer Care. Learn how to add stages, manage pipeline settings, and configure dashboard visibility. - [Step-by-Step Guide to Creating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities.md): Create and track sales opportunities in GHL Customer Care with ease. This guide helps you manage leads efficiently through every stage of your pipeline. - [How to use Custom Fields for Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/how-to-use-custom-fields-for-opportunities.md): Learn how to create, manage, and use custom fields in GHL Customer Care opportunities. Improve filtering, reporting, automation, and pipeline organization. - [Editing Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities.md): GHL Customer Care offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales… - [Editing Opportunities Status](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities-status.md): Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates. - [Deleting and Restoring Opportunities & Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/deleting-and-restoring-opportunities-pipelines.md): Learn how to delete or restore opportunities and pipelines in GHL Customer Care using Audit Logs, including step-by-step instructions and admin requirements. - [How to Decouple Owners for Contacts and Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/how-to-decouple-owners-for-contacts-and-opportunities.md): GHL Customer Care now allows you to assign different owners to contacts and their related opportunities. This gives teams more flexibility in managing… - [Importing Opportunities using a CSV file](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/importing-opportunities-using-a-csv-file.md): Learn how to bulk import opportunities into GHL Customer Care using a CSV file. This step-by-step guide includes mapping fields, uploading files, and verifying imports—perfect for keeping your sales pipeline clean and up-to-date. - [How to Filter Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-filter-opportunities.md): Learn to filter opportunities in GHL Customer Care with precise steps, operators, and date presets. Narrow by owner, status, value, source, tags, and custom fields. - [Searching for Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/searching-for-opportunities.md): GHL Customer Care offers powerful search capabilities that enable users to locate specific opportunities with ease, saving time and streamlining workflow… - [List View for Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/list-view-for-opportunities.md): Learn how to use Opportunity List View in GHL Customer Care to manage deals in a table, customize columns, filter/search faster, and export pipeline data for reporting. - [How to Decouple Owners for Contacts and Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-decouple-owners-for-contacts-and-opportunities.md): With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced… - [Customize Opportunity Cards in Board View](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/customize-opportunity-cards-in-board-view.md): Learn how to customize Opportunity Cards in GHL Customer Care Board View. Choose which fields appear, adjust counters, and apply layouts across single or multiple pipelines. - [Multiple Opportunities For The Same Person In The Same Pipeline](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/multiple-opportunities-for-the-same-person-in-the-same-pipeline.md): Allow Multiple Opportunities per Contact lets your team track more than one active deal for the same person in the same pipeline. This improves accuracy… - [Opportunities - FAQs](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/opportunities-faqs.md): Get clear answers to common questions about managing Opportunities in GHL Customer Care. Learn how to convert, delete, assign, and automate workflows with ease. - [How to Color-Code Opportunity Pipelines (Smart Tags)](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-color-code-opportunity-pipelines-smart-tags.md): Color-code pipelines with Smart Tags in GHL Customer Care CRM. Set rules for stale, high-value, or new leads; tags appear on cards automatically and stay in sync. - [How to Manage Pipeline Permissions](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-manage-pipeline-permissions.md): Control visibility and editing on GHL Customer Care pipelines with role-based permissions. Cut clutter, protect sensitive deals, and track changes with audit logs. - [Understanding The Create New Opportunity Toggle](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/understanding-the-create-new-opportunity-toggle.md) - [How to Duplicate & Copy Pipelines to Sub-Account(s)](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-duplicate-copy-pipelines-to-sub-account-s.md): Learn how to duplicate pipelines in the same sub-account or copy to multiple sub-accounts in GHL Customer Care while preserving stages and visibility settings. - [Use Kanban View in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/use-kanban-view-in-opportunities.md): Learn how to use Kanban view in GHL Customer Care Opportunities to collapse stages, resize columns, sort opportunities, and save your personal layout settings. - [Opportunity Forecasting in GHL Customer Care](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/opportunity-forecasting-in-ghl-customer-care.md): Learn how to use Opportunity Forecasting in GHL Customer Care to track expected revenue, review risks, improve data hygiene, and forecast revenue more accurately. - [Smart Lists in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/smart-lists-in-opportunities.md): Learn how to create, save, share, export, and manage Opportunity Smart Lists in GHL Customer Care for reusable pipeline List and Board views. - [How to Customize Pipeline Stage Colors in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-customize-pipeline-stage-colors-in-opportunities.md): Learn how to create pipelines, edit stages, and customize stage colors in GHL Customer Care Opportunities to improve deal visibility and streamline pipeline management. - [Reordering Pipelines in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/reordering-pipelines-in-opportunities.md): You can arrange your pipelines in the order that works best for you, right from the Opportunities pipeline view. Reorder by dragging, or move a pipeline… - [Conditional Custom Fields for Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/conditional-custom-fields-for-opportunities.md): Learn how to use Conditional Custom Fields for Opportunities in GHL Customer Care to control field visibility and requirements based on pipeline, stage, status, and field values. - [Automating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/automating-opportunities.md): Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow… - [Multiple Opportunities Toggle in Workflows](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/multiple-opportunities-toggle-in-workflows.md): TABLE OF CONTENTS Overview Setting Name Setting Description How to Configure Example Overview Currently, only the most recent opportunity associated with… - [How to Use Opportunity Notes?](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/how-to-use-opportunity-notes.md): Organize and view notes by opportunity or contact with flexible associations, smart filtering, and robust search for streamlined CRM note management. - [Add Prospects to a Pipeline from the Prospecting Tool](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/add-prospects-to-a-pipeline-from-the-prospecting-tool.md): Add new prospects directly to a pipeline and stage from the Prospecting Tool to speed up follow-up, organize deals, and track ROI in CRM. - [Bulk Edit Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/bulk-actions-for-opportunities/bulk-edit-opportunities.md): Bulk Edit Opportunities feature is designed to streamline your workflow by allowing you to update multiple fields across multiple opportunities… - [Bulk Actions for Opportunity Cards](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/bulk-actions-for-opportunities/bulk-actions-for-opportunity-cards.md): Easily manage multiple opportunities at once in GHL Customer Care’s Kanban/List view. Learn how to select, edit, and update records using bulk actions in a pipeline. ## Customer Support Learn more about GHL Customer Care customer support, billing inquires, and more! - [24/7 Customer Support Options](https://docs.ghlcustomercare.com/docs/customer-support/general-support-info/24-7-customer-support-options.md): Struggling with issues? Get 24/7 customer support from GHL Customer Care! Our dedicated team is here to help you anytime, ensuring your business runs smoothly. - [Troubleshooting Zoom Issues in GHL Customer Care Support Calls](https://docs.ghlcustomercare.com/docs/customer-support/general-support-info/troubleshooting-zoom-issues-in-ghl-customer-care-support-calls.md): Fix common Zoom audio, video, screen-sharing, and annotation issues during GHL Customer Care Support calls using quick checks for devices, permissions, and settings. - [Accessibility Enhancements - Topbar & Help Drawer](https://docs.ghlcustomercare.com/docs/customer-support/general-support-info/accessibility-enhancements-topbar-help-drawer.md): GHL Customer Care’s Accessibility Enhancements refine the user interface by optimizing both the Topbar navigation and the Help & Support Side Drawer. - [How to Submit Feedback or Report a Bug in GHL Customer Care](https://docs.ghlcustomercare.com/docs/customer-support/general-support-info/how-to-submit-feedback-or-report-a-bug-in-ghl-customer-care.md): Learn how GHL Customer Care captures a high-resolution screenshot of your entire screen when you click “Click to upload” while submitting feedback or reporting an issue. - [How to Enable Support Access for Your GHL Customer Care Account](https://docs.ghlcustomercare.com/docs/customer-support/general-support-info/how-to-enable-support-access-for-your-ghl-customer-care-account.md): Learn how to enable, extend, and revoke temporary Support Access in GHL Customer Care for secure troubleshooting and controlled account access. - [Overview of Premium Customer Support](https://docs.ghlcustomercare.com/docs/customer-support/premium-support-upgrade/overview-of-premium-customer-support.md): Get faster responses, 24/7 support, and personalized help with GHL Customer Care’s Premium Support add-on for users that need reliable, priority assistance. - [Upgrade to Premium Customer Support at GHL Customer Care](https://docs.ghlcustomercare.com/docs/customer-support/premium-support-upgrade/upgrade-to-premium-customer-support-at-ghl-customer-care.md): Learn how to upgrade to Premium Customer Support in GHL Customer Care. Choose a plan in Billing, activate Premium features, and manage or cancel anytime. - [GHL Customer Care Pricing Guide](https://docs.ghlcustomercare.com/docs/customer-support/billing-support/ghl-customer-care-pricing-guide.md): Learn GHL Customer Care pricing, billing, wallets, rebilling, and reselling. Review add-on services like LC Phone, LC Email, WhatsApp, and AI Employee. - [Wallet Auto Recharge and Smart Adjustment Settings](https://docs.ghlcustomercare.com/docs/customer-support/billing-support/wallet-auto-recharge-and-smart-adjustment-settings.md): Learn how Wallet Auto Recharge refills your balance at set thresholds, how Smart Adjustment adjusts recharge amounts with usage, and steps to disable it. - [Unified Reselling Experience in GHL Customer Care Wallet](https://docs.ghlcustomercare.com/docs/customer-support/billing-support/unified-reselling-experience-in-ghl-customer-care-wallet.md): Learn how to manage all your reselling operations in one place with GHL Customer Care's unified reselling interface for subscription and usage-based products. - [ActiveCampaign to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/activecampaign-to-ghl-customer-care-migration-guide.md): This is a comprehensive guide to migrating key components from ActiveCampaign to GHL Customer Care. The goal is to ensure a smooth transition, minimize… - [ClickFunnels to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/clickfunnels-to-ghl-customer-care-migration-guide.md): This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to GHL Customer Care. The… - [Skool to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/skool-to-ghl-customer-care-migration-guide.md): Learn how to migrate from Skool to GHL Customer Care, including members, courses, community content, events, and automations for a smooth platform transition. - [Keap to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/keap-to-ghl-customer-care-migration-guide.md): This guide provides detailed instructions for migrating from Keap to GHL Customer Care, covering the transfer of contacts, custom fields, automations… - [Wix to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/wix-to-ghl-customer-care-migration-guide.md): This comprehensive guide is intended to help you through the migration process from Wix to GHL Customer Care, ensuring a smooth and efficient transition… - [Calendly to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/calendly-to-ghl-customer-care-migration-guide.md): Move from Calendly to GHL Customer Care with this migration guide. Learn how to recreate event types, availability, workflows, and notifications for a smooth switch. - [Managing Course Drip Settings in GHL Customer Care](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/managing-course-drip-settings-in-ghl-customer-care.md): Learn how to configure course drip settings in GHL Customer Care, including drip scheduling, lesson release timing, and valid drip value requirements. - [Zoho to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/zoho-to-ghl-customer-care-migration-guide.md): This guide provides detailed instructions for migrating data and functionalities from Zoho’s suite of applications to GHL Customer Care. The objective is… - [Typeform to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/typeform-to-ghl-customer-care-migration-guide.md): This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to GHL Customer Care. The goal is to… - [Hubspot to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/hubspot-to-ghl-customer-care-migration-guide.md): This is a comprehensive guide for migrating your business processes, data, and workflows from HubSpot to GHL Customer Care. The goal is to ensure a smooth… - [MailChimp to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/mailchimp-to-ghl-customer-care-migration-guide.md): This comprehensive guide outlines the process for migrating from Mailchimp to GHL Customer Care, focusing on transferring email campaigns, contact lists… - [ConvertKit to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/convertkit-to-ghl-customer-care-migration-guide.md): This comprehensive guide is intended to help you migrate your email marketing, subscriber management, and automation workflows from ConvertKit to… - [Squarespace to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/squarespace-to-ghl-customer-care-migration-guide.md): This comprehensive guide outlines the process for migrating websites, content, and customer data from Squarespace to GHL Customer Care. The objective is to… - [Jotform to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/jotform-to-ghl-customer-care-migration-guide.md): This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to GHL Customer Care. The goal is to ensure a smooth… - [Pipedrive to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/pipedrive-to-ghl-customer-care-migration-guide.md): This is a comprehensive, step-by-step guide for migrating data and operations from Pipedrive to GHL Customer Care, ensuring a seamless transition of CRM… - [Salesforce to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/salesforce-to-ghl-customer-care-migration-guide.md): This article outlines the steps necessary to migrate data, operations, and workflows from Salesforce to GHL Customer Care. The objective is to ensure a… - [Kartra to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/kartra-to-ghl-customer-care-migration-guide.md): This comprehensive guide outlines the steps necessary for migrating from Kartra to GHL Customer Care. The process includes transferring contacts, courses… - [Klaviyo to GHL Customer Care (Migration Guide)](https://docs.ghlcustomercare.com/docs/customer-support/software-migration-guides/klaviyo-to-ghl-customer-care-migration-guide.md): This comprehensive guide provides detailed instructions for migrating from Klaviyo to GHL Customer Care, covering the transfer of contacts, segments… - [Texas SMS Safeguard – One-Toggle Block for SB 140](https://docs.ghlcustomercare.com/docs/customer-support/legal/texas-sms-safeguard-one-toggle-block-for-sb-140.md): Texas expanded Chapter 302 to cover SMS. See who’s covered, exemptions, registration steps, fees/bond, risks, and what to do as a GHL Customer Care customer. - [GHL Customer Care Platform Updates - What’s Changed](https://docs.ghlcustomercare.com/docs/customer-support/legal/ghl-customer-care-platform-updates-what-s-changed.md): We’ve updated our Terms of Service and Privacy Policy to better serve you and provide clearer guidance on how our platform works. - [Accessibility at GHL Customer Care](https://docs.ghlcustomercare.com/docs/customer-support/legal/accessibility-at-ghl-customer-care.md): Learn how GHL Customer Care supports accessibility with WCAG 2.1 AA standards, screen readers, keyboard navigation, captions, and dedicated support resources. ## Reputation Management & Reviews - [How to Customize the Review Request Messages (SMS/Email)](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-customize-the-review-request-messages-sms-email.md): Learn how to enable, edit, and schedule SMS/Email review requests in GHL Customer Care, set your Review Link, and select templates for live and retry sequences. - [How to Dispute a Google Review and Check on the Dispute Status](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-dispute-a-google-review-and-check-on-the-dispute-status.md): When you flag a review as inappropriate, Google may take action against the reviewer, such as removing the review or banning the reviewer from leaving future reviews. - [How to Send Review Requests](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-send-review-requests.md): In this article, we will cover several ways you can send out a review request from within the system - [Reputation Management - Customizing & Displaying the Review Widget](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-management-customizing-displaying-the-review-widget.md): The review widget is a great way to get feedback from your customers. It’s also a good way to show off your product and services.In this article, we will walk through how you can customize the review widget. - [Call Tracking and Missed Call Text Back Through Google Business Profile](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/call-tracking-and-missed-call-text-back-through-google-business-profile.md): Google Business Profile (GBP) allows a business to register two phone numbers, which creates an excellent opportunity for Agencies to track calls… - [Reputation - Breaking Down the Reputation Overview Dashboard](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-breaking-down-the-reputation-overview-dashboard.md): In this article, we’ll go through the reputation overview dashboard and explain each section and what it achieves. This can be found within a sub-accounts Reputation > Overview tab - [Customizing Review Widgets in Reputation](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/customizing-review-widgets-in-reputation.md): Learn how to customize review widgets in GHL Customer Care Reputation Management. Edit layout, content, appearance, and behavior, and manage multiple widget variations. - [Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/maximizing-customer-engagement-with-reviews-ai-a-guide-to-suggestive-and-auto-pi.md): More Tutorials From the Community https://www.youtube.com/watch?v=neI9odu-m6s https://www.youtube.com/watch?v=Q3MFkj2nBdc Enhancing your online… - [How to Set up Digital QR Code for Maximising Review Generation](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-set-up-digital-qr-code-for-maximising-review-generation.md): Digital QR Codes are an effective way to enhance your reputation management strategy. They allow customers to quickly access review pages, feedback… - [Yext: Online Listings Business Scan Report](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/yext-online-listings-business-scan-report.md): TABLE OF CONTENTS What’s New? How It Works: What’s New? We are excited to introduce the Online Listings Business Scan Report. This new tool provides a… - [Reputation Management - Market Comparison & why you should choose GHL Customer Care to boost your online reputation](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-management-market-comparison-why-you-should-choose-ghl-to-boost-your.md): In today's digital landscape, reputation management is critical for businesses of all sizes. A strong online presence not only builds trust but also… - [How to Setup Workflow Triggers for Google and Facebook Reviews](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-setup-workflow-triggers-for-google-and-facebook-reviews.md): This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review details… - [Review Request Balancing Across Platforms](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/review-request-balancing-across-platforms.md): To improve the distribution and effectiveness of review requests, we have implemented balancing of review requests across multiple review platforms. This… - [Spam Detection of Reviews](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/spam-detection-of-reviews.md): This feature makes it easier to identify and manage spam reviews. With this update, sub-accounts can more effectively maintain the integrity of their… - [How to send Review Request via Whatsapp](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-send-review-request-via-whatsapp.md): Sending review requests via WhatsApp is a powerful way to engage with your customers and gather valuable feedback. This guide walks you through the… - [How to Address Negative Reviews and Manage Reputation with GHL Customer Care](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-address-negative-reviews-and-manage-reputation-with-ghl-customer-care.md): Negative reviews are an inevitable part of running a business. However, addressing them effectively can turn setbacks into opportunities for growth and… - [Integrating Multiple Review Platforms to Manage and Monitor Reviews](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/integrating-multiple-review-platforms-to-manage-and-monitor-reviews.md): Learn how to integrate Google, Facebook, and other review platforms using GHL Customer Care’s Reputation settings. - [How to send recurring emails with multiple email templates](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-send-recurring-emails-with-multiple-email-templates.md): We’ve made it easier than ever to personalise and automate your recurring emails in Reputation Management! Now, you can set different email templates for… - [Reputation Management: Personalize Recurring Emails with Custom Templates](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-management-personalize-recurring-emails-with-custom-templates.md): Reputation Management now allows users to personalize recurring review request emails using custom templates. This feature helps businesses create more… - [Multi-Channel Review Requests](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/multi-channel-review-requests.md): What is Multi-Channel Review Requests? Multi-Channel Review Requests is a new feature that enables businesses to request reviews from customers using… - [Getting Started with Reviews AI Agents](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/getting-started-with-reviews-ai-agents.md): With Reviews AI Agents, you can create personalized AI personalities that automatically respond to reviews based on tone, sentiment, and style… - [Guided Review Setup Wizard (Reputation Management)](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/guided-review-setup-wizard-reputation-management.md): This article introduces the Guided Review Setup Wizard in the Reputation Management Overview. This built-in onboarding tool is designed to help new… - [Understand Customer Sentiment with AI-Powered Review Summaries](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/understand-customer-sentiment-with-ai-powered-review-summaries.md): Understand customer sentiment, themes, and keywords across all review platforms with GHL Customer Care’s AI‑Powered Review Summaries. Save time, spot trends, act fast. - [Reputation Management: New Widget Types + Full AI Summary Control](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-management-new-widget-types-full-ai-summary-control.md): This article introduces new updates to review widgets, including the Floating Badge Widget, Slider Widget, advanced style customization, and fully… - [Reputation Management- Adding Multiple Review Links to Emails](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/reputation-management-adding-multiple-review-links-to-emails.md): Easily collect reviews by adding multiple platform links in one email. Simple setup, built-in validation, and higher review conversion rates in GHL Customer Care. - [How to Personalize Review Requests Using Custom SMS Templates](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/how-to-personalize-review-requests-using-custom-sms-templates.md): Learn how to create and personalize recurring review request SMS templates in GHL Customer Care to boost engagement, add dynamic images, and improve response rates. - [Understanding Your Profile Progress Tracker & Health Score](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/understanding-your-profile-progress-tracker-health-score.md): The Profile Progress Tracker & Profile Health Score helps businesses take full control of their online presence. With this tool, you can see exactly how… - [Attaching Images to Review Requests](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/attaching-images-to-review-requests.md): Attach up to five JPG/PNG images (≤5 MB each) to GHL Customer Care review requests via Email and SMS to add context, boost response rates, and strengthen social proof. - [Manual Reviews - Add & Manage Offline Reviews](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/review-requests/manual-reviews-add-manage-offline-reviews.md): Learn how to enable Manual Reviews, add single or CSV‑imported offline reviews, and display them in GHL Customer Care widgets alongside Google and integrated sources. - [Reputation Management: Competitor Analysis in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/competitor-analysis/reputation-management-competitor-analysis-in-ghl-customer-care.md): Use Competitor Analysis in GHL Customer Care to compare your client’s reviews with up to 3 competitors using real-time data from Google and other platforms. - [Easily Optimize Your Google Business Profile in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/gbp-optimization/easily-optimize-your-google-business-profile-in-ghl-customer-care.md): Easily update business info, photos, reviews in one GHL Customer Care dashboard. Live preview & smart scoring help you boost local search ranking and customer trust. - [Google Business Profile (GBP) Post Scheduler in GHL Customer Care](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/gbp-optimization/google-business-profile-gbp-post-scheduler-in-ghl-customer-care.md): Schedule, automate, and bulk-publish Google Business Profile posts in GHL Customer Care using AI-powered content and centralized GBP management tools. - [Listings for Food & HealthCare Add-Ons](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/listings/listings-for-food-healthcare-add-ons.md): Transform listings with industry‑specific fields, menus, and publisher reach (OpenTable, MenuPix, WebMD, Vitals). Learn setup, benefits, and best practices. - [How to Schedule and Automate Performance Reports for Online Business Listings](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/listings/how-to-schedule-and-automate-performance-reports-for-online-business-listings.md): Learn how to set up and automate listings performance reports in GHL Customer Care. Schedule branded reports, track visibility and engagement, and share results with clients. - [Reputation Management - Video Testimonials](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/video-testimonials/reputation-management-video-testimonials.md): Collect customer video reviews in Reputation management in GHL Customer Care. Create collectors; send via Email/SMS/WhatsApp; manage and display in Review Widgets. - [Workflow Trigger – Video Testimonial Received](https://docs.ghlcustomercare.com/docs/reputation-management-and-reviews/video-testimonials/workflow-trigger-video-testimonial-received.md): Automate follow-up actions the moment a new video testimonial is submitted. The Video Testimonial Received workflow trigger lets businesses notify their… ## Getting Started w/ GHL Customer Care - [Getting Started - Create and Manage Contacts](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-create-and-manage-contacts.md): Quickly learn how to create, manage, and organize contacts within GHL Customer Care, streamlining your client management and improving your workflow efficiency. - [Getting Started - Import Existing Contacts](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-import-existing-contacts.md): Import your existing contacts into GHL Customer Care. Map standard fields and create or map values to custom fields to ensure all contact information is captured. - [How top Launch a GHL Customer Care Funnel](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/how-top-launch-a-ghl-customer-care-funnel.md): Step-by-step guide to launch a funnel in GHL Customer Care: build from a template or blank, add forms, edit pages, and connect a custom domain so you can publish fast. - [Getting Started - Setup Email, Phone, and SMS](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-email-phone-and-sms.md): Set up Email, Phone, and SMS in GHL Customer Care to manage all communication in one place. Authenticate email, configure calling, and send 1:1 or bulk SMS. - [Getting Started - Launch an Email Campaign](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-launch-an-email-campaign.md): Learn how to launch an email campaign in GHL Customer Care using templates, Email AI, testing, scheduling, and campaign settings for a smooth and successful send. - [Getting Started - Automatic Email and SMS Followup](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-automatic-email-and-sms-followup.md): Set up automated email and SMS drip campaigns to nurture 100+ leads over time. Boost your conversion rates by ensuring consistent follow-up without… - [Getting Started - Setup A Booking Calendar](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-a-booking-calendar.md): Learn how to set up a GHL Customer Care booking calendar, integrate Google Calendar, and manage appointments with automated scheduling rules. - [Getting Started - Setup Pipelines and Opportunities](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-pipelines-and-opportunities.md): Learn how to set up sales pipelines and opportunities in GHL Customer Care. Create pipelines, add opportunities manually or by CSV, automate workflows, and manage your sales process. - [Launchpad Contextual In-App Nudges](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/launchpad-contextual-in-app-nudges.md): Learn how Contextual In-App Nudges work in GHL Customer Care. Understand when nudges appear, what resources they include, and how they support onboarding. - [Global Search V2](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/global-search-v2.md): Search across contacts, opportunities, calendars, workflows, and 530+ platform routes instantly with Global Search V2. Keyboard shortcuts, voice commands, and backend speed. - [Getting Started - Setup Social Planner](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/marketing-and-lead-generation/getting-started-setup-social-planner.md): Learn how to set up GHL Customer Care Social Planner to connect social accounts, schedule posts, manage approvals, and publish consistently across platforms. - [Getting Started - Setup Facebook and Instagram Lead Ads](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/marketing-and-lead-generation/getting-started-setup-facebook-and-instagram-lead-ads.md): Learn how to connect Meta assets, create a lead generation campaign, map Facebook lead form fields, set your audience and budget, and publish in GHL Customer Care. - [Getting Started - Launch an SMS Campaign](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/marketing-and-lead-generation/getting-started-launch-an-sms-campaign.md): Learn how to send Bulk SMS, schedule or drip messages, automate SMS with Workflows, monitor campaigns, and prepare your GHL Customer Care messaging setup. - [Getting Started - Connect Personal Inbox](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/sales-and-conversations/getting-started-connect-personal-inbox.md): Sync your Gmail or Outlook inbox with GHL Customer Care to manage all client emails in one place. Centralize conversations, streamline follow-ups, and stay organized. - [Getting Started - Set Up a Live Chat Widget](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/sales-and-conversations/getting-started-set-up-a-live-chat-widget.md): GHL Customer Care’s Chat Widget lets you add different chat experiences to your website. In this guide, you’ll create a Live Chat widget that allows… - [Getting Started - Setup Facebook and Instagram Messenger](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/sales-and-conversations/getting-started-setup-facebook-and-instagram-messenger.md): Learn how to connect Facebook and Instagram Messenger to GHL Customer Care so social messages flow into one inbox, making it easier to reply, track, and convert. - [Getting Started - Launch a Website From Template](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/website-and-content/getting-started-launch-a-website-from-template.md): Quickly launch a professional website with GHL Customer Care using simple tools and templates - perfect for businesses, creators, or personal brands. - [Getting Started - Launch a Website from Blank](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/website-and-content/getting-started-launch-a-website-from-blank.md): Learn how to launch a website from blank in GHL Customer Care, build pages from scratch, add navigation, optimize for mobile, and publish confidently. - [​ Disable or Enable the Mandatory Profile Modal for Community Members](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/website-and-content/disable-or-enable-the-mandatory-profile-modal-for-community-members.md): Learn how to enable or disable the mandatory profile modal for new members in GHL Customer Care Communities using the Show mandatory profile modal setting. - [Knowledge Base Web Crawler Sitemap-Powered URL Selection](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/website-and-content/knowledge-base-web-crawler-sitemap-powered-url-selection.md): Learn how to use sitemap-powered URL selection in the GHL Customer Care Knowledge Base Web Crawler to preview, curate, and train exactly the website pages you need. - [Getting Started - Create & Sell Products](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-create-sell-products.md): Learn how to create and list products—physical, digital, or subscription products on your store. Follow our simple guide to start generating sales today. - [Getting Started - Launch a Course](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-launch-a-course.md): Learn how to create, publish, and launch a course in GHL Customer Care. Set up course content, create offers, configure pricing, and start enrolling learners. - [Getting Started - Connect Stripe](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-connect-stripe.md): Learn how to connect Stripe in GHL Customer Care, explore API/webhook attribution options, and see non-Stripe gateways to track revenue by contact, team, and campaign. - [Getting Started - Setup Payment Links](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-setup-payment-links.md): Learn how to set up and manage payment links in GHL Customer Care. Start collecting payments quickly with a streamlined payment link setup and customization process - [Getting Started - Create and Send Invoices](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-create-and-send-invoices.md): Managing your sales and billing doesn't have to be tedious! Think of invoices as your business calling cards—they represent your professionalism and set… - [Edit Membership Courses with the New Course Editor](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/edit-membership-courses-with-the-new-course-editor.md): The new Memberships course editor gives you a larger, more focused workspace to build and manage courses. It opens a big editing window, keeps your full… ## Reporting - [Understanding Attribution Source](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/understanding-attribution-source.md): The source report provides an in-depth look at which channels are generating traffic on your site. The data represented in the sources report is hugely important in analyzing your marketing efforts, determining your successful campaigns and traffic channe - [Understanding Google Ad Reporting Terminology](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/understanding-google-ad-reporting-terminology.md): Google Ad Reporting provides big-picture campaign analysis, so it is easy to understand your client's ad performance and grow their ROI. - [How to set up Google Ad Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-set-up-google-ad-reporting.md): Google Ad reporting provides live reporting and analysis for your client's digital ad campaigns. Here are a few must-have setup guidelines for Google Ad Reporting. - [How to set up Google Ad Precautionary Tracking Script](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-set-up-google-ad-precautionary-tracking-script.md): The script acts as a fail-safe if the UTM template fails in capturing the attribution data. The script acts as a fail-safe if the UTM template fails in capturing the attribution data. - [Troubleshoot Guide For Google Ad Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/troubleshoot-guide-for-google-ad-reporting.md): Google AdWords is one of the most popular advertising platforms in the world. It’s a great way to promote your business and get more traffic, but it can… - [How to record Pageviews into Google Analytics for Funnels/Websites (GA4)](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-record-pageviews-into-google-analytics-for-funnels-websites-ga4.md): This is a step-by-step tutorial on how to set up the GA4 to record Pageviews into Google Analytics for Funnels/Websites. In this article, we will walk you through setting up your funnel/website to record page views into GA4. - [How to add Client Spend to Google/Facebook Ad Reporting?](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-add-client-spend-to-google-facebook-ad-reporting.md): Client Spend setting is only visible to the Agency Admin and Agency users. The Agency can set the markup value in the setting beside Client Spend. - [How To Set Up Google Ads Offline Conversion Actions (Google Platform Side Setup)](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-set-up-google-ads-offline-conversion-actions-google-platform-side-setup.md): Learn how to create Google Ads conversion actions on the Google platform. Standalone guide with settings tips plus HL Ad Manager/Workflow next steps. - [Understanding Facebook Ad Reporting Terminology](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/understanding-facebook-ad-reporting-terminology.md): Facebook Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Facebook Ad Reporting provides big-picture campaign analysis, so it is easy to understand your client's ad performance and grow their ROI. - [How to set up Facebook Ad Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-set-up-facebook-ad-reporting.md): For better reporting and help identifying your winning campaigns we recommend using Facebook UTM parameters, Facebooks pixel and Conversion A - [Troubleshooting Facebook Ad Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/troubleshooting-facebook-ad-reporting.md): Facebook has been a great platform for advertisers to reach their target audience. However, it’s not always easy to get the most out of your ad spend. In this post we will take you through some common issues and how to fix them. - [User / Agent Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/user-agent-reporting.md): The Agent Reporting feature is available on the Agency Pro plan . For most customized reports, please refer to our custom dashboards where you can add… - [Chat Widget Attribution](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/chat-widget-attribution.md): Viewing The Traffic Source For Web Chat Conversations 1. View Chat Widget Source On Contact Detail Page When a contact initiates a conversation via a… - [How to send data to Google Analytics within a Workflow](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/how-to-send-data-to-google-analytics-within-a-workflow.md): It is easy to set up the workflow with Google Analytics triggers. The "Google Analytics" event trigger will require you to add the following parameters in a workflow. This technique is used when you want to track more than the page view/visit of the user, - [Google Analytics 4 Tracking](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/google-analytics-4-tracking.md): Google Analytics 4 (GA4) is the latest version of the Google Analytics platform that provides a more advanced and comprehensive view of user behavior across different platforms and devices. It offers cross-device tracking, machine learning-powered insight - [Reporting FAQs](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/reporting-faqs.md): TABLE OF CONTENTS FAQ: Understanding the Difference Between Call Reporting and Agent Reporting Q: What is the difference between Call Reporting and Agent… - [Call Reporting](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/call-reporting.md): Call Reporting - [Appointment Report](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/appointment-report.md): Appointment Report - [Geographic Analytics (State & City Drilldown)](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/geographic-analytics-state-city-drilldown.md): Quickly uncover exactly where your visitors come from—right down to the state and city—so you can focus campaigns where they’ll have the greatest impact… - [Enhanced Listings Audit in Prospecting & Marketing Audit Reports](https://docs.ghlcustomercare.com/docs/reporting/tracking-and-attribution/enhanced-listings-audit-in-prospecting-marketing-audit-reports.md): Smarter accuracy, Partial Match status, dynamic country publishers, and new charts in GHL Customer Care Listings Audit for Prospecting & Marketing Audit Reports. - [How to create a custom report, schedule and export report as PDF](https://docs.ghlcustomercare.com/docs/reporting/custom-reports/how-to-create-a-custom-report-schedule-and-export-report-as-pdf.md): Custom Reports allow you to build and schedule tailored reports, perfect for sharing insights and data with your team or clients. Whether you start from… - [Template Library for Custom Reports](https://docs.ghlcustomercare.com/docs/reporting/custom-reports/template-library-for-custom-reports.md): Use GHL Customer Care’s Custom Reports Template Library to launch branded, data‑ready reports fast. Learn setup, access, governance, and scheduling best practices. - [How to Use Local Marketing Audits & Compare Reports for Strategic Growth](https://docs.ghlcustomercare.com/docs/reporting/marketing-audit-reports/how-to-use-local-marketing-audits-compare-reports-for-strategic-growth.md): Local Marketing Audits deliver a fast, accurate snapshot of local visibility. Generate audits with verified business details and compare results to competitors. - [Website Detection in Marketing Audit Reports](https://docs.ghlcustomercare.com/docs/reporting/marketing-audit-reports/website-detection-in-marketing-audit-reports.md): This article explains how Marketing Audit Reports detect a prospect’s website, how each detection outcome is categorized, and what appears in… ## Developer Resources - [GHL Customer Care API Documentation](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/ghl-customer-care-api-documentation.md): Access the official GHL Customer Care API documentation. Learn about authentication methods, rate limits, available endpoints, OAuth setup, and developer resources. - [How to Use Webhook.site to Troubleshoot your API Requests](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-use-webhook-site-to-troubleshoot-your-api-requests.md): Learn how to use Webhook.site to capture, inspect, and troubleshoot API and webhook requests when debugging GHL Customer Care integrations. - [How to Get Started with the Developer's Marketplace](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-get-started-with-the-developer-s-marketplace.md): The CRM Marketplace API v2.0 provides developers comprehensive control over location data at an Agency Level. It facilitates creating, reading, updating, deleting, and searching operations tightly integrated with location-based services. - [Set Up Your MarketplacApp Pricing](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/set-up-your-marketplacapp-pricing.md): Set up app pricing in the GHL Customer Care Marketplace: internal checkout, plans, free trials, usage-based pricing, differential pricing, earnings, and Tipalti payouts. - [Configure Marketplace App Listing Type](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/configure-marketplace-app-listing-type.md): Configure Your App Listing Type for Visibility in GHL Customer Care Accounts. This can be selected while creating the app for the first time. TABLE OF… - [Marketplace App Distribution Type](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/marketplace-app-distribution-type.md): Below is a developer-facing guide covering both the new, simplified Marketplace distribution model and the OAuth flow you’ll need to implement to obtain… - [How to manage developer user accounts?](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-manage-developer-user-accounts.md): In this guide, we'll explain how to manage users within your developer account using our Role-Based Access Control (RBAC) system. This feature allows you… - [Enhanced Account Security](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/enhanced-account-security.md): Learn how Enhanced Account Security protects GHL Customer Care accounts by disabling auto-generated API keys, hiding keys from Location APIs, and limiting legacy APIs. - [Unlocking Customization: Enhancing Marketplace Apps with Custom JavaScript](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/unlocking-customization-enhancing-marketplace-apps-with-custom-javascript.md): Custom JavaScript and CSS via the Marketplace Apps The custom JS feature enhances our platform’s capabilities by adding Custom JavaScript codes on the… - [API - Security Initiatives](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/api-security-initiatives.md): TABLE OF CONTENTS Auto-deletion of API keys after 90 days of inactivity Auto-deletion of API keys after 90 days of inactivity Agency or sub-account API… - [How to reconnect broken Marketplace Apps?](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-to-reconnect-broken-marketplace-apps.md): In case developers lose access to access token or refresh token due to any reason - either due to an incident from GHL Customer Care or due to an error on… - [Developer Guide for selling Web-Widgets on the App Marketplace](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/developer-guide-for-selling-web-widgets-on-the-app-marketplace.md): This guide aims to help developers create custom widgets for use in funnel builder and integrate them seamlessly. We will cover how to create, set up… - [How do I test my draft/private Marketplace app on GHL Customer Care?](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/how-do-i-test-my-draft-private-marketplace-app-on-ghl-customer-care.md) - [Listing Conversation AI and Voice AI Templates on the Marketplace](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/listing-conversation-ai-and-voice-ai-templates-on-the-marketplace.md): Generate a Marketplace Link On GHL Customer Care, in the Conversation AI or Voice AI page, select the agent and click Sell this Template/Agent on… - [Marketplace: App Uninstall API](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/marketplace-app-uninstall-api.md): Uninstall apps from inactive accounts to cut webhook noise, lower costs, and improve latency. Step-by-step setup included, plus upcoming per-account webhook controls. - [Developer Guide to GHL Customer Care’s Webhook Logs Dashboard](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/developer-guide-to-ghl-customer-care-s-webhook-logs-dashboard.md): Learn how to use GHL Customer Care’s Webhook Logs Dashboard to view payloads, retries, timestamps, and delivery statuses for faster debugging and improved visibility. - [Agency App Reselling Config API](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/agency-app-reselling-config-api.md): Prevent price mismatches: fetch the agency’s client-facing app prices with a sub-account token and show accurate, branded totals in your UI. - [Conversations API -Add Inbound Message (with Contact ID)](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/conversations-api-add-inbound-message-with-contact-id.md): Post inbound messages using a Contact ID to auto-thread or auto-create conversations, reduce API calls, and streamline CRM workflows in GHL Customer Care. - [Email Marketing V2 Public APIs](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/email-marketing-v2-public-apis.md): Learn how to use GHL Customer Care Email V2 APIs to manage campaigns, templates, and analytics with improved functionality and scalable integrations. - [Email Template Update API](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/email-template-update-api.md): Learn how to update GHL Customer Care Email Builder templates and email settings using the PATCH API endpoint with simplified editor payload fields. - [Public API for Brand Voices](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/public-api-for-brand-voices.md): Learn how to use GHL Customer Care Brand Voice APIs to create, manage, and automate brand voices with endpoints, setup steps, and validation rules. - [Grey Label API documentation](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/grey-label-api-documentation.md): Learn how White Label partners can access and share grey-labeled API documentation on the LeadConnector domain with customers and developers. - [Design Kits API – Brand Boards API v3](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/design-kits-api-brand-boards-api-v3.md): Learn how to use the Design Kits REST API to programmatically create, read, update, and delete design kits for GHL Customer Care locations through the Brand Boards API v3. - [GHL Customer Care API Migration Guide: How to Move to Private Integrations](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/ghl-customer-care-api-migration-guide-how-to-move-to-private-integrations.md): This simple, step-by-step guide will help you transition your connected apps (like Zapier, Make, or custom tools) from old, legacy API keys to… - [Web Chat Widget - Advanced Configurations + Public API/Events](https://docs.ghlcustomercare.com/docs/developer-resources/advanced-configurations/web-chat-widget-advanced-configurations-public-api-events.md): Chat widget offers many configurations through chat-widget builder but there are few configurations which we are not providing through chat-widget builder - [Creating Sub-Accounts using Zapier](https://docs.ghlcustomercare.com/docs/developer-resources/advanced-configurations/creating-sub-accounts-using-zapier.md): To create new subaccounts via public API please make sure you're currently subscribed to the ProPlan. - [How to add Business Name in Zapier](https://docs.ghlcustomercare.com/docs/developer-resources/advanced-configurations/how-to-add-business-name-in-zapier.md): choose webhooks Custom Request select Post https://api.https://ghlcustomercare.com/zapier/contact/add_update AUTHORIZATION Bearer YouRlocationAPIKEYHERE… ## Conversations - [How to Mark a Conversation as Read](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-mark-a-conversation-as-read.md): Learn how to mark GHL Customer Care conversations as read manually, why opened messages stay unread, and where to automate read status with workflows in GHL Customer Care. - [View & Edit AI Response Info in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/view-edit-ai-response-info-in-conversations.md): This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the… - [Overview of Conversation Filters](https://docs.ghlcustomercare.com/docs/conversations/conversations/overview-of-conversation-filters.md): The Conversation left panel is a new addition in the Conversations UI which helps users filter conversations & perform various actions on them to overall improve their experience & effectiveness. - [How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-cc-carbon-copy-and-bcc-blind-carbon-copy-for-email-composer.md): Our email composer is equipped with the functionality of CC and BCC capabilities, providing a robust emailing experience. This feature allows users to effectively manage communication by engaging multiple stakeholders in a single thread. - [Contact Engagement score](https://docs.ghlcustomercare.com/docs/conversations/conversations/contact-engagement-score.md): Learn how to set up and manage Contact Engagement Scores in GHL Customer Care to track lead activity, prioritize high-value contacts, and boost conversions. - [Live Chat](https://docs.ghlcustomercare.com/docs/conversations/conversations/live-chat.md): Learn how to set up, customize, and manage the Live Chat widget in GHL Customer Care. Connect with website visitors in real time, assign chats to users, and capture new leads instantly. - [Right Panel & Expandable Sidebar in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/right-panel-expandable-sidebar-in-conversations.md): Introducing the Slim Panel within Conversations. This slim, sleek panel, located on the right side of screen, represents the future of intuitive… - [Attachments Made Easy in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/attachments-made-easy-in-conversations.md): Learn how to upload and send attachments in GHL Customer Care Conversations. This guide covers supported file types, limits, and how to share documents or media with contacts. - [Conversations FAQs](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-faqs.md): Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls… - [Workflow Action - Log External Call](https://docs.ghlcustomercare.com/docs/conversations/conversations/workflow-action-log-external-call.md): This document explains how to use the workflow action - Log External Call, to log calls from third-party calling tools into the CRM. Covered in this… - [Instagram DM - Workflow Action](https://docs.ghlcustomercare.com/docs/conversations/conversations/instagram-dm-workflow-action.md): Instagram DM - Action: The workflow action Instagram DM allows you to send an Instagram DM to the contact (contact needs to have previously messaged a… - [How to Save Draft Messages in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-save-draft-messages-in-conversations.md): Exciting news! We've rolled out the capability to automatically retain unsent messages in Conversations, allowing you to resume your work seamlessly… - [Conversations - Snippets](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-snippets.md): Snippets are a time-saving tool designed to streamline communication by providing reusable pre-crafted text templates. This article guides you through… - [Select SMS To and From Numbers](https://docs.ghlcustomercare.com/docs/conversations/conversations/select-sms-to-and-from-numbers.md): Overview: In this article, we will discuss how to select the phone number for sending SMS messages in the Conversations module. This feature gives you… - [Conversations - How to Add Internal Comments & Mention Users](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-how-to-add-internal-comments-mention-users.md): Add private internal comments and @mention teammates in GHL Customer Care Conversations. Collaborate securely, keep notes hidden from contacts, and notify teammates. - [Conversations: Group Chat for SMS (Mobile & Desktop)](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-group-chat-for-sms-mobile-desktop.md): Group Chat lets teams text multiple contacts in one SMS thread using a LeadConnector number, keeping every reply together. Includes image and file attachments. - [Guide to Quick Replies for Facebook & Instagram](https://docs.ghlcustomercare.com/docs/conversations/conversations/guide-to-quick-replies-for-facebook-instagram.md): Overview The Quick Replies feature enables users to create predefined response prompts for Facebook and Instagram messages, allowing for faster and more… - [Conversations - Activity Cards](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-activity-cards.md): Track opportunities, appointments, DND changes, and invoices in real-time with Activity Cards in GHL Customer Care. Manage everything faster—no screen switching needed. - [Internal Chat: Private Team Communication](https://docs.ghlcustomercare.com/docs/conversations/conversations/internal-chat-private-team-communication.md): Enhance team collaboration with GHL Customer Care's Internal Chat. Share private messages, tag team members, and streamline communication—all within your CRM. - [Getting Started with the Conversations Tab](https://docs.ghlcustomercare.com/docs/conversations/conversations/getting-started-with-the-conversations-tab.md): Learn the redesigned Conversations UI—faster inbox, four panels, tags + AND/OR filters, and upgraded email composer. See benefits, setup steps, and FAQs. Track unread conversations in real time in GHL Customer Care. The unread counter now stays visible across all - [Understanding Trigger Links in HiRise Design](https://docs.ghlcustomercare.com/docs/conversations/conversations/understanding-trigger-links-in-hirise-design.md): Explore GHL Customer Care’s Trigger Links HiRise upgrade—faster page loads, cleaner design, custom value picker, and shareable URLs for effortless link tracking. - [Understanding Manual Actions in HiRise Design](https://docs.ghlcustomercare.com/docs/conversations/conversations/understanding-manual-actions-in-hirise-design.md): Discover the HiRise Manual Actions page in GHL Customer Care—cleaner layout, faster task handling, and URL-based filters for seamless team collaboration. - [Understanding Snippets in HiRise Design](https://docs.ghlcustomercare.com/docs/conversations/conversations/understanding-snippets-in-hirise-design.md): Explore GHL Customer Care’s HiRise Snippets page—modern layout, faster loading, and shareable views for efficient, team-wide communication inside Conversations. - [How to Setup Conversation SLAs](https://docs.ghlcustomercare.com/docs/conversations/conversations/conversations-how-to-setup-track-slas.md): Set Conversation SLAs to keep replies on time. Color-coded timers flag urgent threads, per-channel targets for email/SMS/social, and reports track deadlines. - [Signed URL File Upload API](https://docs.ghlcustomercare.com/docs/conversations/conversations/signed-url-file-upload-api.md): Stream files directly to GCS with signed URLs in GHL Customer Care. Faster, safer uploads—100MB on WhatsApp, 5MB on other channels—with validation and strong security. - [How to Create and Share Conversation Views](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-create-and-share-conversation-views.md): Easily Save and share Conversation Views in GHL Customer Care to switch between common filters instantly, stay focused on priority chats, and align team workflows. - [Web Chat inside Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/web-chat-inside-conversations.md): Learn how to set up and manage Web Chat inside Conversations. Configure the chat widget, filter messages, and respond to website visitors in real time. - [How to Access Form Submissions in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-access-form-submissions-in-conversations.md): Learn how to view and manage form submissions in GHL Customer Care Conversations page. Track leads, and engage with contacts instantly after a form is submitted. - [How to Track SLA Performance in Conversations](https://docs.ghlcustomercare.com/docs/conversations/conversations/how-to-track-sla-performance-in-conversations.md): Learn how to use GHL Customer Care’s SLA Performance Dashboard to track SLA metrics, review user and channel performance, and improve response times. - [How To Add a Manual Call Action to a Workflow](https://docs.ghlcustomercare.com/docs/conversations/manual-actions/how-to-add-a-manual-call-action-to-a-workflow.md): Learn how to set up a manual call action in GHL Customer Care workflows and create outbound call tasks automatically using workflow triggers. - [How to set up a Manual SMS action](https://docs.ghlcustomercare.com/docs/conversations/manual-actions/how-to-set-up-a-manual-sms-action.md): Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns? SMS marketing has become an essential tool for businesses to reach their customers. Howe ## Certificates - [Create a Template](https://docs.ghlcustomercare.com/docs/certificates/templates/create-a-template.md): We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your community. With… - [Manually Issue Certificates](https://docs.ghlcustomercare.com/docs/certificates/templates/manually-issue-certificates.md): More Tutorials from the Community https://youtu.be/pNymK-JwNik https://youtu.be/HPf-CQDk8UQ https://youtu.be/BIW1zZk2eao… - [How to Toggle Certificates User Permissions + Undo & Redo Functionality](https://docs.ghlcustomercare.com/docs/certificates/templates/how-to-toggle-certificates-user-permissions-undo-redo-functionality.md): Users can now be granted access to the certificates module in the sub-account (location) level permissions. Undo/Redo in certificate builder Undo/Redo… - [Manual Certificate Email Template](https://docs.ghlcustomercare.com/docs/certificates/templates/manual-certificate-email-template.md): This article explains how to select email templates and customize subject lines when sending manual certificates in GHL Customer Care. This feature… - [How to Import a Canva Project into Credentials (Certificates & Badges)](https://docs.ghlcustomercare.com/docs/certificates/templates/how-to-import-a-canva-project-into-credentials-certificates-badges.md): You can design certificates and badges in Canva and bring them directly into your Credentials editor. This guide walks you through connecting your Canva… - [Issue certificates on Course Completion](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/issue-certificates-on-course-completion.md): More Tutorials From the Community https://www.youtube.com/watch?v=3JRXGdpIVig https://www.youtube.com/watch?v=ecSfN6UxtTs… - [Download all your Certificates from Client Portal](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/download-all-your-certificates-from-client-portal.md): More Tutorials from the Community https://youtu.be/q_8e-F3tETg https://youtu.be/oOIwKVRjrSM https://youtu.be/bSgNqMGb6ck https://youtu.be/JqUyma1Lcms… - [How to Set Expiry Dates for Certificates](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/how-to-set-expiry-dates-for-certificates.md): Learn how to set expiry dates for certificates in GHL Customer Care to manage access, maintain compliance, and automate reminders for renewals. - [Contact Custom Fields In Certificate Builder](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/contact-custom-fields-in-certificate-builder.md): Contact Custom Fields In Certificate Builder Introducing custom fields in certificate builder. Users can now use contact level custom field values in… - [Set frequency for certificate expiry reminders (emails)](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/set-frequency-for-certificate-expiry-reminders-emails.md): Overview: With the latest update, you can now customize the number of days before an expiry date to receive reminder emails. This feature replaces the… - [Default Certificates in Courses & Category Completion Certificate](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/default-certificates-in-courses-category-completion-certificate.md): Overview With the latest update, the certificate setup is now more streamlined. Every new course automatically includes a course completion certificate… - [Certificates: Snapshot & Clone Support](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/certificates-snapshot-clone-support.md): How to Include Certificates in GHL Customer Care Snapshots - [How to Send a Certificate After Passing a Quiz or Assignment](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/how-to-send-a-certificate-after-passing-a-quiz-or-assignment.md): You can automatically issue a certificate when a learner completes (passes) a quiz or an assignment in your course. Follow the steps below to configure… - [How to Set Manual Expiry Dates for Templates](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/how-to-set-manual-expiry-dates-for-templates.md): With the new update, you can now choose when your template expires. Follow these simple steps : ⌛️ Setting a Specific Expiry Date: Go to Certificates… - [How to Download Share Certificates & Badges](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/how-to-download-share-certificates-badges.md): Export GHL Customer Care certificates and badges as PDF, PNG, or JPG. Choose the right format for printing, web embedding, email sharing, and social media posts. - [Export Issued Certificates as CSV](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/export-issued-certificates-as-csv.md): This article will walk you through how to export your issued certificates as a CSV file! You can select a custom date range, download up to 500… - [Certificate AI](https://docs.ghlcustomercare.com/docs/certificates/issue-certificates/certificate-ai.md): Learn how to use Certificate AI in GHL Customer Care to generate professional, editable certificate designs from prompts, refine them, and prepare them for use. - [Cloning Certificate Templates Across Locations](https://docs.ghlcustomercare.com/docs/certificates/certificate-cloning/cloning-certificate-templates-across-locations.md): Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows… - [How to Use Badges in Certificate Builder](https://docs.ghlcustomercare.com/docs/certificates/issue-badge/how-to-use-badges-in-certificate-builder.md): Learn how to add and use badges in GHL Customer Care's Certificate Builder to highlight course completions, skills, and achievements in a simple and visual way. - [Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)](https://docs.ghlcustomercare.com/docs/certificates/issue-badge/automate-badge-issuance-in-workflows-using-issue-certificate-action.md): ⭐️ Overview Badges are a lightweight, visual way to recognise milestones, progress, and engagement. While we’re actively working on a dedicated “Issue… - [Automate Badge Issuance with Workflows](https://docs.ghlcustomercare.com/docs/certificates/issue-badge/automate-badge-issuance-with-workflows.md): Learn how to issue badges automatically using Workflows and trigger follow-up actions when badges are awarded. Build automated recognition journeys in GHL Customer Care. ## SaaS Configurator - [Activate SaaS Mode, Request Payment, and Configure Phone Rebilling](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/activate-saas-mode-request-payment-and-configure-phone-rebilling.md): With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation. Phone Rebilling is a feature that allows businesses to automate the process of billing their clients - [SaaS Mode Sub-Accounts Are Not Being Generated](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-mode-sub-accounts-are-not-being-generated.md): If you are testing the 2-step order form tied to a SaaS Mode plan and the sale is not generating a new sub-account, the issue is likely that your… - [SaaS User Level Permissions Vs Sub-Account Level Permissions](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-user-level-permissions-vs-sub-account-level-permissions.md): Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Plan configurator in your Agency account) are governed by a set of Sub-Account Level permissions that are - [Convert Existing Sub-Account to SaaS Mode Subscription Plan](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/convert-existing-sub-account-to-saas-mode-subscription-plan.md): Learn how to attach a SaaS subscription to existing sub-accounts in GHL Customer Care. Step-by-step guide for Stripe-linked clients with FAQs and troubleshooting tips. - [Enabling Twilio Rebilling For Customers Who Want Use Their Own Twilio Account](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/enabling-twilio-rebilling-for-customers-who-want-use-their-own-twilio-account.md): In this help article, you'll find a comprehensive guide on how to enable Twilio rebilling for customers who prefer to use their own Twilio account within… - [Enabling Twilio Rebilling For Customers Who Were Using The Same SID/Token As Other Customers](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/enabling-twilio-rebilling-for-customers-who-were-using-the-same-sid-token-as-oth.md): This help article provides detailed instructions for enabling Twilio rebilling for customers who were previously using the same SID and token as other… - [Email Re-Billing on the Unlimited (297/2970) and Pro (497/4970) Plans](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/email-re-billing-on-the-unlimited-297-2970-and-pro-497-4970-plans.md): Email Rebilling is a valuable feature for SaaS platforms, enabling agencies to automatically markup and charge clients for email-related costs. This creates an additional revenue stream for agencies while providing better control over client email usage. - [How To Calculate Email Cost in Your SMTP Provider](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-calculate-email-cost-in-your-smtp-provider.md): To Figure Out Your Email Cost: Log into your SMTP provider, navigate to the Plan or Billing section and look for a description of how many emails are… - [How to Upgrade SaaS Plan for a Location](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-upgrade-saas-plan-for-a-location.md): Learn how to upgrade or downgrade SaaS plans in GHL Customer Care, enable client self-service, and keep eligible SaaS V1 subscriptions synced after plan changes. - [SaaS Wallet Credit Management - Sub Account Level](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-wallet-credit-management-sub-account-level.md): To charge the client for Twilio and Email rebilling, the system uses their wallet. The agency owner/ client recharges their wallet using the client's credit card which adds messaging credits to the location wallet. - [How to Cancel SaaS sub-account for your client](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-cancel-saas-sub-account-for-your-client.md): This Article is a complete guide for all cancellation processes for SaaS-enabled sub-accounts. It contains instructions on how to cancel a SAAS sub-account for your client and how to allow them to cancel their SAAS subscription with your Agency. - [Pause / Resume Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/pause-resume-sub-accounts.md): Agencies are now able to "pause" and "resume" SAAS sub-accounts. If you have a SAAS (Software as a Service) client and they fail to make payments, their account can be Paused (disabled). This means that they won't be able to access the services. - [Differences in Premium Action Visibility: Agency Users View vs Account Users View When Disabled](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/differences-in-premium-action-visibility-agency-users-view-vs-account-users-view.md): If LC - Premium Actions are not enabled on your agency: Agency Admin View: Account Admin/Users View: - [Workflow - Date/Time Formatter Action](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/workflow-date-time-formatter-action.md): With the Date/Time Formatter action, you can reformat the Date or Date and Time as required. You can also compare dates using the action. - [How to Enable and Rebill Workflow - External AI Models?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-enable-and-rebill-workflow-external-ai-models.md): - Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow AI. - Once Workflow AI is enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions. - [How to sell SaaS in currencies other than USD?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-sell-saas-in-currencies-other-than-usd.md): More Tutorials from the Community https://youtu.be/Xd0eMUbxpr4 https://youtu.be/Ea8JWlEKfGw https://youtu.be/XgxEb7F7cIk While setting up SaaS in… - [How to improve the security of my SaaS Checkout process](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-improve-the-security-of-my-saas-checkout-process.md): There are several steps you can take to enhance the security of your SaaS checkout. These measures can help prevent phishing scammers from signing up and… - [Configuring User Limits for SaaS Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/configuring-user-limits-for-saas-sub-accounts.md): More Tutorials From the Community https://www.youtube.com/watch?v=jbbZX18_0tw https://www.youtube.com/watch?v=KsuZU3IJ7Bs&feature=youtu.be SaaS mode now… - [How to Configure Contacts Limit for SaaS Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-configure-contacts-limit-for-saas-sub-accounts.md): SaaS mode now allows you to restrict the number of contacts that can be created in a sub-accounts. The contact limit is NOT A COMPLETE LIMIT, i.e. more… - [How to customize the onboarding email that is sent to new sub-account users?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-customize-the-onboarding-email-that-is-sent-to-new-sub-account-users.md): SaaS agencies can now customize the email that is sent to newly added sub-account users. TABLE OF CONTENTS Step 1: Go to SaaS Configurator > Advanced… - [How to set up manual approval of new SaaS sub-accounts?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-set-up-manual-approval-of-new-saas-sub-accounts.md): You will now have the ability to protect your business from being targeted by scammers. Typically how scammers operate is that they will sign-up for a… - [2FA for New SaaS Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/2fa-for-new-saas-sub-accounts.md): New SaaS sub-accounts can be asked to complete 2 Factor Authentication before they can purchase any phone numbers. TABLE OF CONTENTS Use Case How it… - [GHL Customer Care SaaS Mode FAQs](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/ghl-customer-care-saas-mode-faqs.md): Troubleshoot SaaS billing, Stripe errors, sub-account issues, payment failures, and SaaS configuration problems. Complete guide for GHL Customer Care users. - [Guide from Zero to Saas Mode Sales + Troubleshooting](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/guide-from-zero-to-saas-mode-sales-troubleshooting.md): With GHL Customer Care's SaaS mode, agencies can offer their clients a personalized and fully integrated experience using a platform that can be resold… - [How to Use Custom Menu Links in SaaS Plans](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-use-custom-menu-links-in-saas-plans.md): This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to GHL Customer Care. With… - [Reselling and Rebilling through SaaS V2 Payment Providers](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/reselling-and-rebilling-through-saas-v2-payment-providers.md): The SaaS V2 system allows you to bill clients via your agency sub-account. That goes for SaaS subscriptions, reselling, and rebilling. This document… - [WhatsApp Reselling via Wallet](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/whatsapp-reselling-via-wallet.md): This article will show you how SaaS v2 sub-accounts can now resell WhatsApp subscriptions more flexibly using wallet balances. By enabling wallet-based… - [How to Bulk Manage SaaS Sub-accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-bulk-manage-saas-sub-accounts.md): Save time with GHL Customer Care’s Bulk Actions. Enable SaaS, pause sub-accounts, and review action history across clients—ideal for agencies managing at scale. - [How to Customize the SaaS Subscription Cancellation Flow](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-customize-the-saas-subscription-cancellation-flow.md): The Custom SaaS Cancellation Flow cuts churn by capturing exit reasons, presenting automated discounts, redirecting clients, and logging every outcome. - [SaaS Bulk Rebilling Setup for Multiple Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-bulk-rebilling-setup-for-multiple-sub-accounts.md): Learn how to apply usage‑based markups to multiple GHL Customer Care sub‑accounts in one go. Save time, maintain pricing consistency, and scale your agency with ease. - [Public API Endpoints for SaaS Configurator](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/public-api-endpoints-for-saas-configurator.md): Discover GHL Customer Care’s SaaS Configurator Public API—manage plans, subscriptions, and bulk SaaS enablement programmatically. Learn endpoints, auth, and best practices. - [Webhook: New SaaS Plan Created](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/webhook-new-saas-plan-created.md): Receive real-time notifications when a new SaaS plan is created. Get features, pricing, and add-ons in one payload to sync billing and analytics. - [Customize Default Naming Conventions for New SaaS Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/customize-default-naming-conventions-for-new-saas-accounts.md): Choose how new SaaS sub-accounts are named in GHL Customer Care. Company Name or Customer Name + ’s Account. Includes setup steps, external checkout tips, and FAQs. - [How to Resell Marketplace Apps as a Part of SaaS Plans](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-resell-marketplace-apps-as-a-part-of-saas-plans.md): Learn how to bundle Marketplace apps into GHL Customer Care SaaS plans: auto-install for new sub-accounts, choose to absorb or pass costs, and enrich your offering. - [Custom Payment Providers in SaaS Mode](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/custom-payment-providers-in-saas-mode.md): Enable SaaS checkouts with your preferred provider. Configure, sell SaaS plans, recharge wallets, and resell add-ons—all inside GHL Customer Care Workflows. - [How to Import Stripe Products into SaaS Configurator](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-import-stripe-products-into-saas-configurator.md): This guide explains how to import existing Stripe products into SaaS Configurator and link subscriptions to SaaS sub-accounts. This helps agencies… - [Special Prices for SaaS Sub-Accounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/special-prices-for-saas-sub-accounts.md): Learn how to create a custom Special Prices for Saas sub-accounts in GHL Customer Care, including subscription setup, custom billing amounts, and reactivation behavior. - [How to Modify SaaS Plan Category and Plan Level](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-modify-saas-plan-category-and-plan-level.md): This guide explains how to reorganize SaaS plans by changing their category or plan level . TABLE OF CONTENTS Step 1: Open Edit Plan Step 2: Update… - [Import Stripe Products into SaaS Configurator (legacy v1)](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/import-stripe-products-into-saas-configurator-legacy-v1.md): Importing your existing Stripe products into GHL Customer Care’s SaaS Configurator has never been easier. This article explains how agencies on the… - [How to Configure Downgrade Settings for SaaS Clients](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-configure-downgrade-settings-for-saas-clients.md): Let clients downgrade plans, capture reasons, and offer discounts to retain revenue. Learn setup, customer flow, logs, and key billing behaviors. - [SaaS Configurator - Modify Plan Category and Plan Level](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-configurator-modify-plan-category-and-plan-level.md): Quickly reorganize your GHL Customer Care SaaS offers (without deleting live plans). This guide shows you how to move a plan to a new category and… - [How to Package Add-Ons as Part of SaaS Plans](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-package-add-ons-as-part-of-saas-plans.md): This guide explains how agencies can include paid add-ons such as WordPress , WhatsApp , Yext , Ad Manager , AI Employee , and others—inside their SaaS… - [Configure automatic tax collection for your SaaS subscriptions using Stripe](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/configure-automatic-tax-collection-for-your-saas-subscriptions-using-stripe.md): This feature allows SaaS agencies on the SaaS V1 (Stripe-based) system to define where taxes are collected, how they are calculated, and whether prices… - [Why can’t I see all my SaaS plans while creating a subscription?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/why-can-t-i-see-all-my-saas-plans-while-creating-a-subscription.md): Overview If you're unable to see certain SaaS plans while adding a subscription to a client account, it’s usually due to your agency using both SaaS V1… - [Reselling Products - Global Tax Compliance](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/reselling-products-global-tax-compliance.md): Set up Global Tax Compliance with Stripe Tax for resold products, tax invoices, reports, jurisdictions, and valid sub-account billing addresses in GHL Customer Care. - [SaaS Plan Labels Updated to V1 and V2](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-plan-labels-updated-to-v1-and-v2.md): GHL Customer Care updated SaaS plan labels to V1 and V2. Learn what changed and where to find the new labels in your products. - [SaaS V1 vs SaaS V2: What’s the Difference?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-v1-vs-saas-v2-what-s-the-difference.md): Compare SaaS V1 and SaaS V2 in GHL Customer Care, including billing architecture, payment providers, plan changes, V1 subscription sync, and feature differences. - [Getting Started with the SaaS Configurator](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/getting-started-with-the-saas-configurator.md): Set up the SaaS Configurator, create and sell SaaS plans, onboard clients, and understand V1 subscription sync after supported upgrades and downgrades. - [Selecting AI Employee Plan Tiers in SaaS Configurator](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/selecting-ai-employee-plan-tiers-in-saas-configurator.md): Configure Growth or Unlimited AI Employee tiers directly in your SaaS plans. Control pricing, features, and client provisioning with tier-specific selection. - [SaaS Multi-Brands Overview](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/saas-multi-brands-overview.md): Learn how SaaS Multi-Brands lets you manage up to two independent brand identities within a single account, each with its own branding, domains, and white-label settings. - [How to Manage Feature Permissions for Subaccounts](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-manage-feature-permissions-for-subaccounts.md): Learn how to manage GHL Customer Care Feature Permissions for subaccounts and SaaS plans, find individual features, and control which tools clients can access. ## Documents & Contracts - [How to use Documents & Contracts?](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-documents-contracts.md): Discover how to use Documents & Contracts in GHL Customer Care. Learn templates, payments, e-signatures, workflows, and tracking to manage client agreements easily. - [Documents & Contracts: Email Templates and Team Notifications Setup](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-email-templates-and-team-notifications-setup.md): Learn how to set up customizable email templates, use dynamic custom values, and manage team notifications in GHL Customer Care Documents & Contracts. - [Multiple recipient support on Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/multiple-recipient-support-on-documents-contracts.md): Learn how to send a single document or contract to multiple signers (and CC recipients) in GHL Customer Care. Streamline signatures, audit trails, and invoicing. - [How to Create and Send Document or Contract Templates Automatically in a Workflow](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-create-and-send-document-or-contract-templates-automatically-in-a-workflo.md): Learn how to create branded document templates — like proposals, estimates, or contracts — and automatically send them using workflows - [Workflow Trigger - Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/workflow-trigger-documents-contracts.md): Learn how to automate workflows in GHL Customer Care using the Documents & Contracts trigger. Filter by status, template, value, and streamline client document handling. - [Easy Management of Documents and Contracts within Contacts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/easy-management-of-documents-and-contracts-within-contacts.md): Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact… - [How to Set Signing Order for Recipients in Documents and Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-set-signing-order-for-recipients-in-documents-and-contracts.md): More Tutorials from the Community https://youtu.be/hmdz7X8kBVU https://youtu.be/_uN77Q2vI08 https://youtu.be/qXYRyZ0HRQ0 https://youtu.be/tsDkZkGEKnM… - [How to Share Documents and Contracts Templates](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-share-documents-and-contracts-templates.md): Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the… - [How to Use Documents and Contracts in the Mobile App](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-documents-and-contracts-in-the-mobile-app.md): More Tutorials from the Community https://youtu.be/K5fVJdhOWxA https://youtu.be/0hm5Dh3INuQ Create and send out documents and contracts on the mobile app… - [Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/send-quotes-with-optional-items-checklist-for-your-signers-in-documents-contract.md): If you were not able to send quotes so far because you wanted your clients to be able to select optional services alongwith the fixed ones in the… - [How to Configure and Accept Tips on Invoices](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-configure-and-accept-tips-on-invoices.md): Business user's can now accept Tips on their Invoices from the customers What’s New? Business users now have the capability to configure and accept tips… - [How to Track Activity for Documents and Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-track-activity-for-documents-and-contracts.md): TABLE OF CONTENTS What's new? How to use? Why we built it? Note: What's new? Send out a document and view its entire history from sent, edited, viewed… - [Documents & Contracts Templates with Opportunity Custom Values](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-templates-with-opportunity-custom-values.md): Learn how to add Opportunity custom values to Documents & Contracts templates and automatically populate accurate deal data through GHL Customer Care workflows. - [Link Custom Values to Text and Date fields: Documents and Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/link-custom-values-to-text-and-date-fields-documents-and-contracts.md): What’s New? Linked Text and Date Fields: We have added the ability to link text and date fields to contact custom values in Documents and Contracts… - [Split Columns Support: Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/split-columns-support-documents-contracts.md): What’s New? Split Column Functionality is now available in Documents and Contracts. Users can drag and drop elements side by side to automatically create… - [Automatically Generate Invoices from Signed Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/automatically-generate-invoices-from-signed-documents-contracts.md): How to get a Document signed and collect payment immediately? Make it easy for clients to sign a document and pay in one flow . 1. Add a product list ->… - [Documents & Contracts: How to automate sending invoices when documents are signed](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-how-to-automate-sending-invoices-when-documents-are-signed.md): What's New? We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement… - [How to redirect a user to a specific page after signing a contract?](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-redirect-a-user-to-a-specific-page-after-signing-a-contract.md): Overview You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the… - [How to Use Document Expiration in GHL Customer Care Documents](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-document-expiration-in-ghl-customer-care-documents.md): This article explains how to use the Document Expiry feature in GHL Customer Care. This functionality enables users to define a specific expiration period… - [Attach Files to Documents & Templates](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/attach-files-to-documents-templates.md): Learn how to upload SVG, PNG, JPG, and PDF files to Documents & Templates in GHL Customer Care so clients receive documents plus supporting files in one email. - [Control Signature Types for Documents & Contracts (Draw or Type)](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/control-signature-types-for-documents-contracts-draw-or-type.md): Set Draw, Type, or Both for document signatures in GHL Customer Care. Control signer options globally for compliance, consistency, and a streamlined signing experience. - [Public Document Links for E-Signing](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/public-document-links-for-e-signing.md): Public Document Links allow you to quickly share and collect signatures on standard agreements without needing to create or add a contact. With a simple… - [Documents & Contracts: Public APIs](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-public-apis.md): Learn how to set up and use GHL Customer Care Documents & Contracts Public APIs to list, send, and manage documents and templates with ease. - [Documents & Contracts - Content Library](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-content-library.md): Save reusable blocks and pages, drag-and-drop into documents, and share across locations to speed creation while keeping branding and terms consistent. - [How to automatically add an appointment date to a Contract?](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-automatically-add-an-appointment-date-to-a-contract.md): When a client books a service (like a photography session or consultation), if sending a contract that includes the specific booking date where the… - [Send Documents and Contracts via SMS in GHL Customer Care](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/send-documents-and-contracts-via-sms-in-ghl-customer-care.md): Send Documents and Contracts via SMS in GHL Customer Care helps you deliver documents faster through a channel clients are more likely to see quickly. This… - [Documents & Contracts: Public APIs](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-public-apis-155000007531.md): Learn how to use Documents & Contracts Public APIs in GHL Customer Care to list documents, send existing files, retrieve templates, and automate document workflows. - [How to Decline Documents in GHL Customer Care](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-decline-documents-in-ghl-customer-care.md): Learn how to let recipients decline documents in GHL Customer Care, capture feedback, automate follow-ups, use decline custom values, and track decline history. - [Collect Card Details in Documents & Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/collect-card-details-in-documents-contracts.md): Learn how to add Card Details to Documents & Contracts so signers can securely save a card on file for future invoices and payment workflows. - [How to Add Multiple Signers for Documents and Contracts](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-add-multiple-signers-for-documents-and-contracts.md): Learn how to use multi-role signing in GHL Customer Care's Documents and Contracts templates to automate agreements with up to 6 signers per document. - [Documents & Contracts Templates with Opportunity Custom Values](https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/documents-contracts-templates-with-opportunity-custom-values-155000008460.md): Learn how to add Opportunity custom values to Documents & Contracts templates and automatically populate accurate deal data through GHL Customer Care workflows. ## App marketplace - [API Security - OAuth Consent for Marketplace Apps](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/api-security-oauth-consent-for-marketplace-apps.md): OAuth consent for Marketplace apps: clear permission lists, sensitive-permission warnings for private apps, and guidance to manage or revoke access. - [App Marketplace- Agency Reselling for Apps with Usage-Based Pricing](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/app-marketplace-agency-reselling-for-apps-with-usage-based-pricing.md): Learn how to enable agency reselling for usage-based apps in GHL Customer Care’s Marketplace. Add markups, boost revenue, and deliver more value to your clients. - [App Marketplace - Agency Control Over Daily Usage Limits for Usage-Based Apps](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/app-marketplace-agency-control-over-daily-usage-limits-for-usage-based-apps.md): Set daily usage limits for Marketplace apps in GHL Customer Care. Keep costs predictable, avoid surprise charges, improve control, and manage everything from one place. - [What is the App Installer Details API?](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/what-is-the-app-installer-details-api.md): Learn how to fetch installer identity, agency context, and white‑label data using GHL Customer Care’s App Installer Details API for personalized, scope‑safe apps. - [Automated Webhook Retries](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/automated-webhook-retries.md): Ensure delivery for Marketplace webhooks with 429-only retries, 10-minute intervals, and randomized jitter—setup tips and best practices. - [API Center of Excellence | Python and PHP SDKs](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/api-center-of-excellence-python-and-php-sdks.md): Ship integrations faster with GHL Customer Care’s PHP & Python SDKs—auto OAuth, typed clients for every v2 endpoint, webhook helpers, and pluggable token storage. - [App Marketplace - Earnings Dashboard](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/app-marketplace-earnings-dashboard.md): Track Marketplace app installs, revenue, cost, and profit in GHL Customer Care with the Earnings Dashboard for app and sub-account performance insights and trends. - [How to Leave a Review for an App in the Marketplace](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/how-to-leave-a-review-for-an-app-in-the-marketplace.md): Learn how to leave a review for an app in the Marketplace. Follow simple steps to rate apps, add feedback, and submit your review بسهولة and quickly. - [Multi-OAuth Support for Marketplace Apps](https://docs.ghlcustomercare.com/docs/app-marketplace/get-started-w-app-marketplace/multi-oauth-support-for-marketplace-apps.md): Learn how Multi-OAuth Support lets GHL Customer Care Marketplace apps connect, manage, refresh, and disconnect multiple external OAuth accounts. - [Agency-Level Marketplace Apps Installation](https://docs.ghlcustomercare.com/docs/app-marketplace/view-install-and-uninstallation-apps/agency-level-marketplace-apps-installation.md): The GHL Customer Care App Marketplace is a hub where you can seamlessly search for and integrate crucial apps into your GHL Customer Care account. Assuring… - [Managing Marketplace App Permissions: White Label Agency Control](https://docs.ghlcustomercare.com/docs/app-marketplace/view-install-and-uninstallation-apps/managing-marketplace-app-permissions-white-label-agency-control.md): This article explains how white label agencies can manage which Marketplace apps are available to their sub-accounts. Agencies can allow access to all… - [How to resell Marketplace Apps](https://docs.ghlcustomercare.com/docs/app-marketplace/view-install-and-uninstallation-apps/how-to-resell-marketplace-apps.md): In this article, we will guide you on how to resell marketplace apps built by 3rd-party app developers and set custom prices for your sub-accounts. TABLE… - [White Label Payment Provider Solution for NMI & Authorize.net](https://docs.ghlcustomercare.com/docs/app-marketplace/view-install-and-uninstallation-apps/white-label-payment-provider-solution-for-nmi-authorize-net.md): We're thrilled to unveil our latest update, introducing support for White Label Payment (WLP) provider solution for both NMI and AuthorizeNet. This… - [App Marketplace Uninstall Feedback](https://docs.ghlcustomercare.com/docs/app-marketplace/view-install-and-uninstallation-apps/app-marketplace-uninstall-feedback.md): Learn how Marketplace Uninstall Feedback helps developers review anonymous uninstall reasons, comments, filters, and churn insights in GHL Customer Care. - [Marketplace Workflow Actions](https://docs.ghlcustomercare.com/docs/app-marketplace/workflow-triggers-and-actions/marketplace-workflow-actions.md): Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace . You will be able to create custom actions to push or pull… - [Marketplace Workflow Triggers](https://docs.ghlcustomercare.com/docs/app-marketplace/workflow-triggers-and-actions/marketplace-workflow-triggers.md): Marketplace Workflow Triggers are the customizable workflow triggers managed in Marketplace . You will be able to create custom triggers to push data… - [Marketplace Apps - Managing External Connections](https://docs.ghlcustomercare.com/docs/app-marketplace/workflow-triggers-and-actions/marketplace-apps-managing-external-connections.md): Apps enable you to integrate GHL Customer Care with third-party applications. To achieve this integration, you must connect the app with the third-party… - [How to get snapshot URL?](https://docs.ghlcustomercare.com/docs/app-marketplace/snapshots-in-app-marketplace/how-to-get-snapshot-url.md): To add a snapshot to your app, follow these instructions. Step 1 : Head to 'Account Snapshots' in the Agency view, and select the snapshot that you wish… - [Selling Snapshots on the App Marketplace](https://docs.ghlcustomercare.com/docs/app-marketplace/snapshots-in-app-marketplace/selling-snapshots-on-the-app-marketplace.md): We are thrilled to announce a game-changing feature: the ability to sell Snapshots in the App Marketplace! This exciting release empowers agencies to… - [How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation](https://docs.ghlcustomercare.com/docs/app-marketplace/conversation-ai-and-voice-ai-templates-on-marketplace/how-to-use-the-ai-agent-marketplace-templates-for-conversation-ai-and-voice-ai-a.md): Publish, discover, and install Conversation AI & Voice AI templates in GHL Customer Care’s Marketplace. Package assets, control visibility, and deploy agents faster across clients. - [One-Time Pricing Model in the App Marketplace](https://docs.ghlcustomercare.com/docs/app-marketplace/app-marketplace-pricing/one-time-pricing-model-in-the-app-marketplace.md): We are excited to announce the release of a new pricing model in the App Marketplace - One-time pricing model. Why is this feature important? In Q3, we… - [Changing Your App Pricing Plan in the App Marketplace](https://docs.ghlcustomercare.com/docs/app-marketplace/app-marketplace-pricing/changing-your-app-pricing-plan-in-the-app-marketplace.md): App marketplace allows you to change the pricing plan for the apps that you've installed. TABLE OF CONTENTS How do I update the app pricing plan? App… - [App Marketplace - Refund Policy](https://docs.ghlcustomercare.com/docs/app-marketplace/app-marketplace-pricing/app-marketplace-refund-policy.md): Last Updated: 27 Feb, 2025 Welcome to the GHL Customer Care App Marketplace (“Marketplace”). This Refund Policy (“Policy”) explains how we handle refund… - [Usage Based Pricing on App Markeptlace](https://docs.ghlcustomercare.com/docs/app-marketplace/app-marketplace-pricing/usage-based-pricing-on-app-markeptlace.md): Configure per‑execution, per‑message, and custom usage pricing, add agency markups, set daily usage limits, and understand wallet charge flow in GHL Customer Care’s App Marketplace. ## E-commerce store - [How to Set Up an E-Commerce Online Store (Websites)](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-set-up-an-e-commerce-online-store-websites.md): Set up and launch your e-commerce online store. Add products, customize your store design, connect Stripe, and publish your storefront. - [Manual Payment Method in E-commerce Stores & Order Forms](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/manual-payment-method-in-e-commerce-stores-order-forms.md): Cash on Delivery (COD) or Custom Payment Methods for Ecommerce stores & Order Forms is live on GHL Customer Care. - [Shipping and Delivery Rates for Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/shipping-and-delivery-rates-for-ecommerce-stores.md): Learn how to create shipping zones and apply conditional delivery pricing in GHL Customer Care to set flexible, region-specific shipping rates for ecommerce orders. - [Shipping: How to Connect a Shippo Integration?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/shipping-how-to-connect-a-shippo-integration.md): Automatic fulfilments with best shipping carrier rates. Get real time live rates at checkout with Shippo intgration. SHippo has 40+ carriers such as Fedex, DHL, USPS, UPS, etc. Get notification on fulfilment and track your shipment. - [Recover Lost Sales with Automatic Abandoned Checkout Emails](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/recover-lost-sales-with-automatic-abandoned-checkout-emails.md): Learn how to enable and customize abandoned cart emails in GHL Customer Care. Recover lost sales, automate follow-ups, and improve conversion rates with ease. - [Related Product element for Ecommerce stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/related-product-element-for-ecommerce-stores.md): Add related products as a recommendation to a product. This will help discoverability of other products of similar collections or categories - [How to print shipping labels or packing slips for my store orders?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-print-shipping-labels-or-packing-slips-for-my-store-orders.md): Generate packing slips for fulfilment of products in your Ecommerce store - [How to Configure Shipping & Delivery Rates In Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-configure-shipping-delivery-rates-in-ecommerce-stores.md): Shipping & Delivery Rates E-commerce store owners can now define manual delivery charges based on shipping zones. A zone can be created by selecting… - [New product collection element and SEO Improvements](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/new-product-collection-element-and-seo-improvements.md): Store owners can now place an element and configure certain collections to be shown on any page with store enabled. Along with this, store owners can now… - [How to Use the Printful Integration with GHL Customer Care](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-use-the-printful-integration-with-ghl-customer-care.md): Learn how to set up and use the new Printful integration with GHL Customer Care to streamline product fulfillment, sync orders, and manage eCommerce efficiently. - [Search Bar Element in Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/search-bar-element-in-ecommerce-stores.md): As a user on the Ecommerce store, browsing through the list of products was a difficult task. Many products were left unexplored and also led to complex… - [How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-add-product-weights-dimension-and-sku-information-in-your-ecom-store.md): Store owners can add more information for their products: Weight, Dimensions, and SKU (Stock Keeping Unit). These fields are essential for future… - [How to Sell Your Subscription Based Services & Recurring Products in Your GHL Customer Care Ecom Store](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-sell-your-subscription-based-services-recurring-products-in-your-ghl-ecom.md): Store owners can now sell their subscription based services or recurring products in their Ecommerce stores. Many store owners had this pain point of… - [How to Suggest Related Product(s) in Your Product Details Page](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-suggest-related-product-s-in-your-product-details-page.md): Store owners can now suggest related product in their product details page. Many store owners wanted to showcase recommended or related products to their… - [How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-add-seo-descriptions-and-keywords-to-boost-your-ecommerce-ranking.md): Store owners can now add SEO information to their products, hence enhancing the overall experience of discovering Products. How to use SEO for products… - [How to Sort and Filter Products in GHL Customer Care Ecommerce Site Builder](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-sort-and-filter-products-in-ghl-customer-care-ecommerce-site-builder.md): Enable touch-optimized Sort and full-screen Filters on the mobile Product List Page, with badge counts, dynamic product totals, and builder styling controls. - [How to Print Packing Slips for Your Ecommerce Orders](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-print-packing-slips-for-your-ecommerce-orders.md): Store owners can now streamline their order fulfillment process by generating packing slips for any ecommerce store order. This new feature allows you to… - [How to Use Product Labels and Ribbons in an Ecommerce Store](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-use-product-labels-and-ribbons-in-an-ecommerce-store.md): TABLE OF CONTENTS About: How to use: Notes: About: This feature will enable store owners to showcase products distinctively on product list and product… - [How to Use the Inventory Management Features for Your Online Store in GHL Customer Care](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-use-the-inventory-management-features-for-your-online-store-in-ghl-customer-care.md): TABLE OF CONTENTS About: How to use: Notes: About: Store owners now have a streamlined way to manage their inventory through the new Inventory Management… - [Upsell Products in Online Store checkouts](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/upsell-products-in-online-store-checkouts.md): Upsell products in online ecommerce store and increase revenue and average order value of your cart orders. An upsell (also written as “up-sell” or “up sell”) - [How to add customer login in Ecommerce stores to view order details and past orders?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-add-customer-login-in-ecommerce-stores-to-view-order-details-and-past-ord.md): Login to view current order details and past orders after placing order - [How to Integrate Woocommerce with E-commerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-integrate-woocommerce-with-e-commerce-stores.md): Learn how to connect WooCommerce to GHL Customer Care, import contacts, orders, and transactions, enable ongoing sync, and build automations with order events. - [How to Add Reviews & Ratings for Products for E-commerce stores?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-add-reviews-ratings-for-products-for-e-commerce-stores.md): Reviews and Ratings can be added to products in Ecommerce stores - [How to Deliver Digital Products for E-commerce Stores?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-deliver-digital-products-for-e-commerce-stores.md): Learn how digital product downloads work in GHL Customer Care, including conditional download visibility, Customer Access Center access, and file management. - [How to sell products on Facebook and Instagram Shops?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-sell-products-on-facebook-and-instagram-shops.md): Publish products from GHL Customer Care to Facebook and Instagram shops and run ads on it. - [How to migrate Shopify stores to GHL Customer Care](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-migrate-shopify-stores-to-ghl-customer-care.md): Migrate and sync your Shopify store to GHL Customer Care (including products, collections, orders, contacts, and transactions) - [Customer Access Center to View Current and Past Order Details](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/customer-access-center-to-view-current-and-past-order-details.md): Learn how customers access current and past orders through the Customer Access Center, including digital download visibility and language support. - [Ecommerce Store - Customizing Checkout Pages](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/ecommerce-store-customizing-checkout-pages.md): Learn how to customize GHL Customer Care checkout pages: control shipping field visibility, enable notes, manage country selection, and turn on address auto-complete. - [How to select or filter products per Ecommerce Store?](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-select-or-filter-products-per-ecommerce-store.md): Overview The Product Selection per Store feature enables store owners to control which products are visible in specific stores within a sub-account. This… - [Text Customization in Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/text-customization-in-ecommerce-stores.md): TABLE OF CONTENTS What’s New? How to Use It? Key Points to Note: We’re thrilled to introduce a brand-new feature that brings extensive text customization… - [Create a Product with Price using Public API](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/create-a-product-with-price-using-public-api.md): Learn how to create a product with price using GHL Customer Care's public API. Explore different product types and best practices for seamless integration. - [WooCommerce: Import and Sync Products and Collections for E-commerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/woocommerce-import-and-sync-products-and-collections-for-e-commerce-stores.md): TABLE OF CONTENTS What is WooCommerce Import & Sync? Key Benefits of WooCommerce Import & Sync How to Use WooCommerce Import & Sync Product & Categories… - [GHL Customer Care Custom Shipping Carrier Integration Guide](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/ghl-customer-care-custom-shipping-carrier-integration-guide.md): Shipping carrier services marketplace app development - [Customer Login for Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/customer-login-for-ecommerce-stores.md): With Customer Login, store visitors can log in directly from your storefront to access their past orders and account-specific content without leaving the store page. - [Enable the Billing Address Feature in Ecommerce Checkout](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/enable-the-billing-address-feature-in-ecommerce-checkout.md): How to Enable and Use the Billing Address Feature in Ecommerce Checkout This article will show you how to enable and use the new Billing Address feature… - [Manual Product Sorting on Product List Page in Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/manual-product-sorting-on-product-list-page-in-ecommerce-stores.md): Manually control product order on your Ecommerce store’s list page in GHL Customer Care. Highlight top products and optimize store layout for better conversions. - [Using Spreadsheet View for Bulk Product Editing](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/using-spreadsheet-view-for-bulk-product-editing.md): Learn how to bulk edit products in GHL Customer Care’s spreadsheet view. Save time, reduce errors, and manage large catalogs with editable fields and column control. - [How to Set Up ShipStation Integration for Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-set-up-shipstation-integration-for-ecommerce-stores.md): Learn how to set up ShipStation with GHL Customer Care Ecommerce. Sync orders, show live shipping rates, and generate labels to simplify fulfillment & boost efficiency. - [Ecommerce: Dropshipping Integration](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/ecommerce-dropshipping-integration.md): Introduction This document will help you create a dropshipping integration and publish it to the marketplace app. It outlines the high-level goals and… - [Printify Integration for Ecommerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/printify-integration-for-ecommerce-stores.md): Connect GHL Customer Care to Printify’s 1,000+ products and 85+ providers. Auto-sync listings, push orders to production, and track fulfillment, no inventory risk. - [Locale-Based Currency Formatting in E-Commerce Stores](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/locale-based-currency-formatting-in-e-commerce-stores.md): How to enable locale-based currency formatting in E-commerce Stores to display prices based on visitor region and language for better global store experiences. - [Manage and Export Abandoned Checkouts](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/manage-and-export-abandoned-checkouts.md): Learn how to search, filter, export, and review abandoned checkouts in GHL Customer Care, configure notifications, and share recovery links with customers quickly. - [How to Connect Google Merchant Center to your E-commerce Store](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-connect-google-merchant-center-to-your-e-commerce-store.md): Connect your e-commerce store to Google Merchant Center and automatically sync eligible products, pricing, inventory, images, variants, and availability. - [How to Add E-commerce Stores Directly to Funnels](https://docs.ghlcustomercare.com/docs/e-commerce-store/e-commerce-store/how-to-add-e-commerce-stores-directly-to-funnels.md): ​Learn how to add an Ecommerce Store to a GHL Customer Care Funnel, manage Store products, customize generated Store steps, and create a complete shopping flow. ## Client Portal The Client Portal is a centralized platform that enhances customer engagement by providing a comprehensive view of all their interactions with your business. It offers a personalized user experience across various features such as affiliate commissions, membership courses, and community groups. - [How can my customers use the Client Portal?](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-can-my-customers-use-the-client-portal.md): The Client Portal is a one-stop digital hub designed to offer your customers an easy, streamlined, and interactive engagement with your business. This guide will walk you through the ins and outs of how your customers can make the most of client Portal - [How to set up the Client Portal?](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-to-set-up-the-client-portal.md): The client portal is a unified platform designed to provide seamless interactions between clients and respective sub-accounts. It offers a secure space where clients can view affiliate commissions, participate in community groups, enroll in memberships. - [Client Portal Dashboard](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-dashboard.md): More Tutorials from the Community https://youtu.be/XLkDEt9Wqkc https://youtu.be/62skgJ9Z2uY https://www.youtube.com/watch?v=EnuIT8Otf2Y… - [Client Portal SSO Magic Links: Enable One-Click Access to Client Apps](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-sso-magic-links-enable-one-click-access-to-client-apps.md): Learn how to generate and embed SSO Magic Links for one-click access to GHL Customer Care client portal apps like Courses, Communities, and Affiliates—no login needed. - [Notifications inside Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/notifications-inside-client-portal.md): See all Client Portal and child app notifications in one place. Learn how the Notifications tab works, what owners control, and how users manage alerts. - [App Permissions in Client Portal for Enabling/Disabling a child app](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/app-permissions-in-client-portal-for-enabling-disabling-a-child-app.md): CLIENT PORTAL App Permissions in Client Portal: Enabling/Disabling Child Apps and Authentication Control which apps and authentication methods your… - [Quick Start Guide - Kollab (iOS & Android)](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/quick-start-guide-kollab-ios-android.md): More Tutorials from the Community https://youtu.be/m4D-p26D5ac This step-by-step guide will walk you through everything from downloading and setting up… - [How to Use Assignments in Courses](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-to-use-assignments-in-courses.md): More Tutorials from the Community https://youtu.be/ZWJiwKR5OLE https://youtu.be/9ZWpAZfLTRg Courses - Assignments now available in PWA Assignments in… - [Subscription Management in Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/subscription-management-in-client-portal.md): 1. Control for Subscriptions in Client Portal With the Subscription Management feature, you can manage all your subscriptions, invoices, and transactions… - [Give community groups access via Contacts](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/give-community-groups-access-via-contacts.md): Overview We are excited to introduce the new feature, which allows users to seamlessly view and manage Community Groups and Course Offers directly from… - [Client Portal Branded Mobile App: Setting up branding of your app](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-branded-mobile-app-setting-up-branding-of-your-app.md): Launching a branded app for your business can be overwhelming and complex, with many moving parts that often leave business owners confused or uncertain… - [Client Portal Dashboard Revamp and Associated Contracts](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-dashboard-revamp-and-associated-contracts.md): We're beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client porta for both Mobile & Web! Now, managing your… - [Client Portal App - Custom mobile app notifications](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-app-custom-mobile-app-notifications.md): TABLE OF CONTENTS Overview Action Name Action Description Action Details How to Configure Example Additional Notes Overview The Smart Push Notification… - [Notification Preferences for Courses in the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/notification-preferences-for-courses-in-the-client-portal.md): Give client portal owners full control over course-related email alerts. Enable or disable notifications, customize templates, and boost learner engagement. - [View and Manage Estimates in the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/view-and-manage-estimates-in-the-client-portal.md): This article explains how clients can view, download, and manage their estimates directly through the Client Portal on both web and mobile. The Estimates… - [How to Force app updates on the Client Portal mobile apps](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-to-force-app-updates-on-the-client-portal-mobile-apps.md): This article will guide you through the process of enabling mandatory app updates for the Client Portal mobile apps. By implementing this feature, you… - [How Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/how-email-notifications-work-for-invoices-estimates-contracts-in-the-client-port.md): Enable email notifications for invoices, estimates, and contracts in the Client Portal. Let users customize alerts, stay organized, and manage documents better. - [ClientPortal Builder Enhancement Pack](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/clientportal-builder-enhancement-pack.md): GHL Customer Care added multiple upgrades to the ClientPortal Builder to speed up branded app launches and reduce churn. Agencies can Book a Call for… - [Chat Widget Integration with the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/chat-widget-integration-with-the-client-portal.md): Enable chat widget in the Client Portal and control visibility per child app—Communities, Courses, and Affiliates—for real-time, in-context support - [Client Portal - Edit Default Email Templates](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-edit-default-email-templates.md): Edit and personalize the default email notifications sent from your Client Portal. Convert locked defaults into editable templates, tailor content to… - [Upload Documents Through the Client Portal](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/upload-documents-through-the-client-portal.md): The GHL Customer Care Client Portal allows clients to securely upload documents directly to their contact record in the CRM. This simplifies file sharing… - [Client Portal - File Share Notifications for Contacts](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-file-share-notifications-for-contacts.md): Learn how file share notifications work in GHL Customer Care Client Portal, including in-app and push alerts, managing notification preferences, and sharing steps. - [Unified Client Portal Experience](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/unified-client-portal-experience.md): Overview We’re rolling out the Unified Client Portal Experience across the platform. Two things change for your members: One login, all resources. End… - [Client Portal Appointments: Book and Manage Meetings](https://docs.ghlcustomercare.com/docs/client-portal/client-portal-2/client-portal-appointments-book-and-manage-meetings.md): Learn how to enable Client Portal Appointments in GHL Customer Care so clients can book, view, reschedule, and cancel eligible meetings from one secure portal. ## GHL Customer Care Affiliates Program - [Become A GHL Customer Care Affiliate](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/become-a-ghl-customer-care-affiliate.md): Earn Recurring Income By Becoming A GHL Customer Care Affiliate! Let's Grow Together! Here's the scoop... The GHL Customer Care affiliate program pays out a… - [How to Set Up Affiliate Program Postbacks to Run Automations (FirstPromoter Webhooks)](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/how-to-set-up-affiliate-program-postbacks-to-run-automations-firstpromoter-webho.md): In this article, we will cover how to set up webhooks for your affiliate links so that you can run automation off sales when someone signs up using your affiliate link. - [5 Ways To Find Your First 5 Affiliate Referrals](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/5-ways-to-find-your-first-5-affiliate-referrals.md): Practical playbooks to land your first 5 GHL Customer Care affiliate referrals. Setup steps, outreach scripts, and tracking tips with links to key affiliate resources. - [First Steps to be a Successful GHL Customer Care Affiliate](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/first-steps-to-be-a-successful-ghl-customer-care-affiliate.md): *Do you have an active GHL Customer Care Agency? You can manage your affiliate account in your Affiliate Portal! Check out this article to learn more. *… - [How to use Affiliate Portal](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/how-to-use-affiliate-portal.md): The absolute best affiliate marketing option of Digital agencies all over the world - [Brand Kit: Using The GHL Customer Care Logo and Brand](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/brand-kit-using-the-ghl-customer-care-logo-and-brand.md): Learn how to use the official GHL Customer Care logo correctly, access approved logo files, and find brand assets in the GHL Customer Care Brand Toolkit. - [Affiliate Payouts: Where, How, When Can I Get Paid?](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/affiliate-payouts-where-how-when-can-i-get-paid.md): Covered in this Article: Tipalti is a more robust payment system! New Payment Methods: A quick onboarding experience: A “one-stop shop” for your… - [Creating Affiliate Links from GHL Customer Care Landing Pages](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/creating-affiliate-links-from-ghl-customer-care-landing-pages.md): Interested in making one of our GHL Customer Care landing pages into an affiliate link? - [How can I refer Affiliate Customers to GHL Customer Care Pro?](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/how-can-i-refer-affiliate-customers-to-ghl-customer-care-pro.md): Want to refer an existing affiliate customer to pro? Check out these steps so you can get steps for having an affiliate customer upgrade to pro! Need to… - [Affiliate Referral Page - Leads, Customers, Cancelled Statuses](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/affiliate-referral-page-leads-customers-cancelled-statuses.md): View and track affiliate referrals by status — leads, customers, and cancellations, all in one place on the Affiliate Referral Page. - [How to find your Affiliate Customers and Commission in your Affiliate Portal](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/how-to-find-your-affiliate-customers-and-commission-in-your-affiliate-portal.md): Sent your affiliate link to a new GHL Customer Care customer but don't know where to check if they are under you? Here we will show you all the steps you can take to find your affiliate customer! - [The Affiliate Commander Program](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/the-affiliate-commander-program.md): What is an Affiliate Commander? “Affiliate Commander” is a status awarded annually GHL Customer Care’s highest-performing affiliates that comes with… - [Affiliates: First Steps for Your Referrals](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/affiliates-first-steps-for-your-referrals.md): Getting started as an affiliate can be intimidating, but GHL Customer Care has a multitude of resources to help you keep your referrals engaged with the… - [Where is my affiliate payout?](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/where-is-my-affiliate-payout.md): Not seeing a payment? Check Tipalti setup, $50 minimum, and mid-month payout timing in the Affiliate Portal. - [My Affiliate Commission Looks Incorrect](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/my-affiliate-commission-looks-incorrect.md): Does your commission amount look different from what you were expecting? Here are a few potential causes: If GHL Customer Care is running a promo, such as… - [How to Complete your 1099 Form for 2023 Income](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/how-to-complete-your-1099-form-for-2023-income.md): As we approach tax season, we want to ensure a smooth process for everyone. Qualifying affiliates should have received an email from Tax1099.com to… - [Affiliate Split Commissions Overview](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/affiliate-split-commissions-overview.md): GHL Customer Care is excited to offer split commissions to all affiliates! This means that when an affiliate refers someone to GHL Customer Care, and a… - [Integrishield & Affiliate Content Compliance](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/integrishield-affiliate-content-compliance.md): To make compliance as easy as possible, GHL Customer Care has partnered with a compliance software called Integrishield that will automatically check your… - [3DS Card Support on Affiliate Signup Page](https://docs.ghlcustomercare.com/docs/ghl-customer-care-affiliates-program/affiliates-program/3ds-card-support-on-affiliate-signup-page.md): Troubleshoot 3DS/OTP verification during affiliate trial signup. Use the 3DS-supported signup link, complete authentication, and understand the $1 authorization ## Custom Objects. - [Getting Started with Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/getting-started-with-custom-objects.md): Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities . They’re ideal when your… - [Creating and Editing Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/creating-and-editing-custom-objects.md): See where Custom Objects work in GHL Customer Care and follow clear steps to create, edit, and delete them—plus FAQs and links to workflows and SmartLists. - [Creating and Updating Custom Object Records](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/creating-and-updating-custom-object-records.md): Learn how to create and update Custom Object records in GHL Customer Care. Add, edit, and delete records, manage fields, and keep data organized across your CRM. - [Custom Objects - Real Estate Case Study](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/custom-objects-real-estate-case-study.md): Learn how real estate teams use GHL Customer Care Custom Objects to store property data, link clients and vendors, and filter listings for faster, smarter workflows. - [Using Custom Objects in Workflow Actions and Triggers](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/using-custom-objects-in-workflow-actions-and-triggers.md): Use Custom Object triggers and actions in workflows to automate updates, clear fields, and respond to changes in your custom records. - [SmartLists for Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/smartlists-for-custom-objects.md): Create and share SmartLists for Custom Objects: build custom views with filters, sorting, and column resizing; instant search and seamless team collaboration. - [Custom Objects In All Plans + Higher Limit](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/custom-objects-in-all-plans-higher-limit.md): Tailor GHL Customer Care to your unique business needs with Custom Objects. As of the October 2025 release, every subscription tier (Starter, Unlimited… - [Notes on Custom Objects in GHL Customer Care](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/notes-on-custom-objects-in-ghl-customer-care.md): Learn how to use Notes on Custom Objects in GHL Customer Care to capture record-specific context, search note histories, and associate notes across contacts. - [Custom Object Templates: Pre-Built CRM Setup in One Click](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/custom-object-templates-pre-built-crm-setup-in-one-click.md): Use Custom Object Templates in GHL Customer Care to create industry-specific objects, fields, folders, and associations faster with ready-made CRM structures. - [Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks](https://docs.ghlcustomercare.com/docs/custom-objects/getting-started-with-custom-objects/bulk-delete-and-restore-records-for-custom-objects-companies-and-tasks.md): Learn how to bulk delete and restore Custom Object, Company, and Task records in GHL Customer Care using list-view selection and the Bulk Actions page. - [Custom Object Audit Logs](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/custom-object-audit-logs.md): This feature will allow you to track and monitor key actions such as creating, updating, or deleting custom objects, custom object records, and… - [Advanced Filters for Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/advanced-filters-for-custom-objects.md): The following document provides a comprehensive guide on how to use the Advanced Filters feature for custom objects. This feature allows users to apply… - [List View for Custom Objects: Sort, Filter, and Manage Records](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/list-view-for-custom-objects-sort-filter-and-manage-records.md): Learn how to sort Custom Object list views by custom fields using the Sort menu or column headers. Includes unsupported field types and tips to prioritize records faster. - [Custom Objects - Unique Fields Support](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/custom-objects-unique-fields-support.md): Guarantee clean data with Unique Fields for Custom Objects. Block duplicate values across UI, forms, workflows, imports, and API before they reach your CRM. - [Using Notes in Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/using-notes-in-custom-objects.md): Add notes on Custom Object records with search, filters, and sorting. Link existing notes from Contacts or Opportunities to related Custom Objects - [Bulk Delete for Custom Object Records](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/bulk-delete-for-custom-object-records.md): Delete multiple Custom Object records from the list view in one action. Learn how to bulk delete, what gets removed, and how to restore deleted records within 60 days. - [Trigger Automations in Bulk for Companies and Custom Objects](https://docs.ghlcustomercare.com/docs/custom-objects/managing-custom-object-records/trigger-automations-in-bulk-for-companies-and-custom-objects.md): Learn how to select multiple Company or Custom Object records and trigger a workflow in bulk using the Trigger Automation bulk action. ## Industry Guides Industry based set-up guides - [Industry Playbook - Dental Practice/Dentistry](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-dental-practice-dentistry.md): The roadmap for growing a local Dentistry online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those patients into repeat customers. Here’s the playbook: - [Industry Playbook - Hair/Nail Salon](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-hair-nail-salon.md): The roadmap for growing a local Hair/Nail Salon online is simple: capture new leads, conversationally convert those leads into sales, turn those… - [Industry Playbook - Coaching & Consultation Agency](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-coaching-consultation-agency.md): The roadmap for growing a local Coaching & Consultation Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. - [Industry Playbook - Financial Service Business](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-financial-service-business.md): The roadmap for growing a local Financial Service Business (such as Tax Attorneys, Accountants, etc.) online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Industry Playbook - Health & Wellness Business](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-health-wellness-business.md): The roadmap for growing a local Health & Wellness business online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Industry Playbook - Home Service Business](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-home-service-business.md): The roadmap for growing a local Home Service business online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Industry Playbook - Insurance Company](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-insurance-company.md): The roadmap for growing a local Insurance company online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. - [Industry Playbook - Legal Practice](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-legal-practice.md): The roadmap for growing a local Legal Service online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat customers - [Industry Playbook - Marketing Agency](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-marketing-agency.md): The roadmap for growing a local Marketing Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Industry Playbook - Medical Practice](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-medical-practice.md): The roadmap for growing a local Medical Practice (such as Medspas, Chiropractors, etc.) online is simple: capture new leads, conversationally convert those leads into patients - [Industry Playbook - Real Estate Agency](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-real-estate-agency.md): The roadmap for growing a local Real Estate Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews and recommendations/advocates. - [Industry Playbook - Restaurant/Bar](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-restaurant-bar.md): The roadmap for growing a local Restaurant/Bar online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Industry Playbook - Travel & Hospitality](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/industry-playbook-travel-hospitality.md): The roadmap for growing a local Travel/Hospitality business online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews - [Marketing Agency SaaS Mode Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/industry-playbooks/marketing-agency-saas-mode-playbook.md): Transform your agency into a scalable SaaS business. Learn how to productize, automate, retain clients, and turn success into sales with this proven playbook. - [Full Circuit: How to Get More Leads & Close More Jobs for Electricians](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/full-circuit-how-to-get-more-leads-close-more-jobs-for-electricians.md): Lead Generation & Sales Playbook for Electricians. Get more electrical jobs with less effort! Learn how to rank higher on Google, capture leads from your website, automate follow-ups & close more deals fast. ⚡ - [Wired for Efficiency: Hassle free Day to Day Streamline & Automate Your Electrical Business](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/wired-for-efficiency-hassle-free-day-to-day-streamline-automate-your-electrical.md): Manage appointments, track jobs, and automate daily operations effortlessly. Learn how to run your electrical business smoothly with GHL Customer Care’s tools. - [High Voltage Growth: Turning Satisfied Customers into More Jobs for Electricians](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/high-voltage-growth-turning-satisfied-customers-into-more-jobs-for-electricians.md): Acquiring a new customer can cost up to five times more than retaining an existing one. Yet, many businesses overlook the immense value of repeat business and referrals. - [Powering Up Your Pipeline: Smart Ads Strategies for Electricians using GHL Customer Care!](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/powering-up-your-pipeline-smart-ads-strategies-for-electricians-using-ghl-customer-care.md): Master Google, Facebook & Instagram ads to generate high-quality leads for your electrical business. Optimize ad spend & automate follow-ups with GHL Customer Care. - [Shock Your Market: The Electrician’s Guide to Social Media Domination](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/shock-your-market-the-electrician-s-guide-to-social-media-domination.md): Boost your electrical business with a winning social media strategy. Learn how to attract customers, run ads, and automate engagement with GHL Customer Care. - [Content That Converts: The Electrician’s Playbook for Social Media & Digital Success](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/content-that-converts-the-electrician-s-playbook-for-social-media-digital-succes.md): Boost your electrical business with social media. Learn what to post, where to post, and how to attract high-quality leads with proven strategies. - [Electrician’s Guide to Maximizing Your Business with GHL Customer Care](https://docs.ghlcustomercare.com/docs/industry-guides/electricians/electrician-s-guide-to-maximizing-your-business-with-ghl-customer-care.md): Get started with GHL Customer Care and streamline your electrical business. Automate scheduling, lead management, invoicing, and customer follow-ups effortlessly. - [Full Blast: How to Rank Higher on Google & Book More HVAC Jobs](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/full-blast-how-to-rank-higher-on-google-book-more-hvac-jobs.md): Unlock proven SEO tactics with our HVAC playbook. Discover step-by-step strategies to rank higher on Google, boost online visibility, and secure more HVAC jobs for sustained growth. - [Happy Customers = More Jobs: HVAC Retention & Referral Hacks](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/happy-customers-more-jobs-hvac-retention-referral-hacks.md): Unlock explosive HVAC growth! Master retention & referral strategies to turn satisfied customers into more jobs and revenue. - [Heat Up Your Ads: The Ultimate Blueprint for Lead Generation & Business Growth](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/heat-up-your-ads-the-ultimate-blueprint-for-lead-generation-business-growth.md): Unlock proven ad strategies to ignite leads and accelerate business growth. Our playbook reveals step-by-step tactics for creating high-performing ad campaigns that convert. - [HVAC Social Media Domination: Heat Up Your Business & Drive More Leads](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/hvac-social-media-domination-heat-up-your-business-drive-more-leads.md): Ignite your HVAC brand with our social media playbook. Discover proven strategies to boost visibility, engage audiences, and drive quality leads. - [HVAC Content Mastery: Where, When & How !! Conversion and Growth Hacks!](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/hvac-content-mastery-where-when-how-conversion-and-growth-hacks.md): Unlock the ultimate HVAC content blueprint that converts. Learn exactly where, when, and how to post with proven tactics and real examples to boost conversions. - [HVAC Daily Operations Automation: The Definitive Blueprint for Maximum Efficiency](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/hvac-daily-operations-automation-the-definitive-blueprint-for-maximum-efficiency.md): Revamp your day-to-day HVAC operations with our automation blueprint. Learn expert strategies to streamline tasks, boost efficiency, and save valuable time. - [The Ultimate HVAC Business Playbook: 5 Strategies to Secure More Jobs, Accelerate Payments & Keep Your Calendar Full](https://docs.ghlcustomercare.com/docs/industry-guides/hvac/the-ultimate-hvac-business-playbook-5-strategies-to-secure-more-jobs-accelerate.md): Unlock 5 powerful HVAC strategies to secure more jobs, accelerate payments, and fill your calendar. Start using our proven playbook today for success. - [Spotless Rankings: The Cleaning & Maintenance Business Guide to Dominating Google Search](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/spotless-rankings-the-cleaning-maintenance-business-guide-to-dominating-google-s.md): Boost your cleaning & maintenance business with proven SEO tactics. Learn to rank higher on Google, attract more clients, and dominate search results. - [Spotless Success: Mastering Retention & Referrals for Explosive Growth in Cleaning & Maintenance](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/spotless-success-mastering-retention-referrals-for-explosive-growth-in-cleaning.md): Unlock explosive growth for your cleaning & maintenance business. Master retention, referrals, and reputation management to drive lasting success now . - [Sparkling Ads: The Blueprint to Sweep Up More Clients for Your Cleaning & Maintenance Business](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/sparkling-ads-the-blueprint-to-sweep-up-more-clients-for-your-cleaning-maintenan.md): Boost your cleaning & maintenance business with our sparkling ads strategy. Discover proven tactics to attract clients, optimize ROI, and scale it fast. - [Sparkle & Scale: The Cleaning & Maintenance Social Media Domination Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/sparkle-scale-the-cleaning-maintenance-social-media-domination-playbook.md): Boost your cleaning & maintenance business with our playbook. Discover proven social media tactics to increase engagement, generate leads, and scale success. - [Spotless Content Strategy: The Cleaning & Maintenance Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/spotless-content-strategy-the-cleaning-maintenance-playbook.md): Unlock proven content tactics for your cleaning & maintenance business. Master SEO, social media, and engagement strategies to drive more leads and grow revenue - [Polished Performance: The Ultimate Daily Operations Playbook for Cleaning & Maintenance](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/polished-performance-the-ultimate-daily-operations-playbook-for-cleaning-mainten.md): Boost your cleaning & maintenance efficiency with our daily operations playbook. Uncover expert automation tips, streamlined workflows, and time-saving tactics. - [The Cleaning & Maintenance Business Getting Started Playbook: 5 Power Moves to Attract Clients & Accelerate Payments](https://docs.ghlcustomercare.com/docs/industry-guides/cleaning-and-maintenance/the-cleaning-maintenance-business-getting-started-playbook-5-power-moves-to-attr.md): Unlock our Cleaning & Maintenance Business Playbook! Discover 5 proven power moves to attract more clients, get paid faster, and keep your schedule fully booked. - [Flooded with Work: The Plumber’s Guide to Dominating Google Search](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/flooded-with-work-the-plumber-s-guide-to-dominating-google-search.md): Rank Higher, Get More Calls, and Keep Your Schedule Fully Booked TABLE OF CONTENTS Step 1: Optimize Your Google Business Profile (GBP) for Local Search… - [Leak-Proof Growth: Mastering Retention & Referrals for Explosive Plumbing Business Success](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/leak-proof-growth-mastering-retention-referrals-for-explosive-plumbing-business.md): Turn Every Service Call into Repeat Business & A Referral Machine TABLE OF CONTENTS Why This Playbook Matters? Step 1: Automate Follow-Ups & Rebooking… - [PipeLine Profits: The Proven Ads Strategy to Keep Your Plumbing Business Booked Solid](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/pipeline-profits-the-proven-ads-strategy-to-keep-your-plumbing-business-booked-s.md): TABLE OF CONTENTS Why This Playbook Matters? What You'll Learn? Step 1: Get Found with Google Ads & Local Services Ads Step 2: Run Facebook & Instagram… - [Pipes, Posts & Profits: The Plumbing Social Media Domination Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/pipes-posts-profits-the-plumbing-social-media-domination-playbook.md): TABLE OF CONTENTS Why This Playbook Matters? What You’ll Learn? Step 1: Build a Strong Social Presence Step 2: Create Engaging Plumbing Content Step 3… - [Pipeline to Profits: The Plumbing Business Content Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/pipeline-to-profits-the-plumbing-business-content-playbook.md): Maximize Leads, Build Trust, and Convert Views into Loyal Plumbing Customers TABLE OF CONTENTS Why This Playbook Matters? What You’ll Learn? Step 1… - [PipeDream Operations: The Ultimate Daily Ops Playbook for Plumbing Businesses](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/pipedream-operations-the-ultimate-daily-ops-playbook-for-plumbing-businesses.md): Automate, Streamline & Grow Your Plumbing Business—Hassle-Free! TABLE OF CONTENTS Is Managing Your Plumbing Business Overwhelming Your Day? Industry… - [PipeLine Pro: The Ultimate Getting Started Playbook for Plumbing Businesses](https://docs.ghlcustomercare.com/docs/industry-guides/plumbing/pipeline-pro-the-ultimate-getting-started-playbook-for-plumbing-businesses.md): 5 Power Moves to Attract Clients, Accelerate Payments & Grow Your Plumbing Business Fast! TABLE OF CONTENTS Why This Playbook Matters What You’ll Learn… - [Kickstart Your Gym’s Growth](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/kickstart-your-gym-s-growth.md): Welcome to your ultimate getting-started guide, built just for gym owners like you. Whether you're running a one-location studio, managing multiple gyms… - [Pump Up Your Gym Memberships: Master Local Ads](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/pump-up-your-gym-memberships-master-local-ads.md): Running effective local ads can significantly enhance your gym's visibility, attract new members, and boost revenue. Step 1: Define Your Advertising… - [Max Out Your Memberships: Guide to Lead Gen](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/max-out-your-memberships-guide-to-lead-gen.md): Leads are the lifeblood of your gym. But let's be honest: it's frustrating to watch potential clients slip through the cracks. Maybe they visited your… - [Reputation Gains: Turn Happy Clients Into 5-Star Reviews](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/reputation-gains-turn-happy-clients-into-5-star-reviews.md): In a world where potential members Google your gym before they ever walk through your doors, your online reputation is everything. A 4.9-star gym with… - [The Gains Game: Keep Clients Coming Back with Retention & Rebooking Workflows](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/the-gains-game-keep-clients-coming-back-with-retention-rebooking-workflows.md): Acquiring new members is great, but keeping them? That’s where your gym turns from busy to profitable. Member retention isn’t just about great… - [Social Media Gains: Your Gym’s Social Media Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/gym-owners/social-media-gains-your-gym-s-social-media-playbook.md): Let’s be honest—your Instagram page is the new front desk . Before anyone walks into your gym, they’re checking your vibe online. But posting daily… - [Your Digital Front Desk: Setting Up Google Business for Medical Spas](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/your-digital-front-desk-setting-up-google-business-for-medical-spas.md): Before potential clients even visit your website, they’re searching for services like “Botox near me” or “HydraFacial clinic in [city].” Your Google… - [Never Miss a Lead Again — Even After Hours](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/never-miss-a-lead-again-even-after-hours.md): In the world of med spas, your potential clients are busy. They’re scrolling through Instagram during lunch breaks, researching Botox during late-night… - [Glow Online: Med Spa Guide to Reputation Management & Review Automation](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/glow-online-med-spa-guide-to-reputation-management-review-automation.md): Before a client walks through your doors, they’ve already checked your reviews. Maybe they searched “best med spa near me,” looked at your star rating… - [Fill Your Calendar: Guide to Running Ad Campaigns That Actually Book](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/fill-your-calendar-guide-to-running-ad-campaigns-that-actually-book.md): In an industry as competitive and aesthetic-forward as medical aesthetics, running ads isn’t optional—it’s essential. But here’s the catch: beautiful… - [Your Feed, But Make It Bookings: Social Media & Content That Converts](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/your-feed-but-make-it-bookings-social-media-content-that-converts.md): If your Instagram feed looks flawless but your calendar’s full of gaps, you’re not alone. Med spas pour hours into content—Reels, before/afters, skincare… - [Spa Day, Every Day: Daily Ops Guide](https://docs.ghlcustomercare.com/docs/industry-guides/medical-spa/spa-day-every-day-daily-ops-guide.md): Your treatments might be flawless, but what happens at the front desk sets the tone for your entire client experience. No-shows. Missed calls… - [Get Discovered: The Real Estate Agent's Guide to Dominating Google Search](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/get-discovered-the-real-estate-agent-s-guide-to-dominating-google-search.md): Rank Higher. Generate More Listings. Close More Deals. Are You Losing Listings to Agents with Better Online Visibility? You're an expert at showcasing… - [Reputation ROI: The Real Estate Agent's Playbook for Retention & Referrals](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/reputation-roi-the-real-estate-agent-s-playbook-for-retention-referrals.md): Turn Every Client Into a 5-Star Review, Repeat Deal, or Referral Lead — Automatically Why This Playbook Matters Winning a new buyer or seller client can… - [Leadflow Listings: The Real Estate Agent’s Proven Ads Strategy to Stay Booked & Closing](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/leadflow-listings-the-real-estate-agent-s-proven-ads-strategy-to-stay-booked-clo.md): Get More Listings, More Buyers, and Close More Deals—Without Chasing Cold Leads TABLE OF CONTENTS Why This Playbook Matters What You'll Learn: Step 1… - [Social Media Domination Listings, Likes & Loyalty: Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/social-media-domination-listings-likes-loyalty-playbook.md): Turn Scrolls into Showings, Followers into Referrals & Content into Closings TABLE OF CONTENTS Step 1: Build a Powerful Local Presence Why It Matters 1.1… - [Pipeline to Profits: The Real Estate Content Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/pipeline-to-profits-the-real-estate-content-playbook.md): Maximize Listings, Build Trust, and Convert Views into Showings & Sales TABLE OF CONTENTS Step 1: Understand Real Estate-Specific Content Types Why It… - [DealFlow Operations: The Ultimate Daily Ops Playbook for Real Estate Agents](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/dealflow-operations-the-ultimate-daily-ops-playbook-for-real-estate-agents.md): Automate, Streamline & Scale Your Real Estate Business—Without the Headaches TABLE OF CONTENTS Step 1: Automate Your Showings, Consults & Appointments… - [Pipeline Pro: The Ultimate Getting Started Playbook for Real Estate Agents](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-agent/pipeline-pro-the-ultimate-getting-started-playbook-for-real-estate-agents.md): 5 Power Moves to Attract Leads, Win Listings & Grow Your Real Estate Business Fast TABLE OF CONTENTS Step 1: Dominate Google Search & Attract Local Leads… - [Booked, Polished, and Google-Approved: Google Business Profile Setup to Attract More Clients](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/booked-polished-and-google-approved-google-business-profile-setup-to-attract-mor.md): Did you know? 97% of people learn about a local business online first — before they ever walk in. (Source) 76% of people who search for a nearby service… - [Your Website Should Look as Good as Your Clients : The Beauty Salon Website & SEO Blueprint](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/your-website-should-look-as-good-as-your-clients-the-beauty-salon-website-seo-bl.md): The Beauty Salon Website & SEO Blueprint Why Your Website Matters Your website is your digital storefront. It should reflect the same beauty… - [From 'Just Browsing' to 'Book Me Now': Your Salon Lead Gen Funnel That Fills Your Calendar](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/from-just-browsing-to-book-me-now-your-salon-lead-gen-funnel-that-fills-your-cal.md): Why This Funnel Works for Salons Your dream clients are already online — scrolling through Instagram, Googling “facial near me,” and clicking on promos… - [Beauty Salon Reputation & Reactivation — “Turn Compliments Into Clients”?](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/beauty-salon-reputation-reactivation-turn-compliments-into-clients.md): Why Reviews and Reactivation Are Your Secret Growth Channels You can be the best stylist, brow artist, or skin expert in town — but if your Google… - [Boosts Over Balayage: The Local Ads Playbook for Beauty Salons](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/boosts-over-balayage-the-local-ads-playbook-for-beauty-salons.md): Why Ads Work for Salons — When They’re Done Right A beautiful Instagram feed is great. But it’s not enough to consistently bring new clients in the door… - [Content That Glows Like Glass Skin: The Monthly Social Strategy for Beauty Salons](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/content-that-glows-like-glass-skin-the-monthly-social-strategy-for-beauty-salons.md): Why Content Still Matters (And Always Will) Your clients are scrolling between appointments. Instagram, TikTok, Google, Yelp — it’s all part of the new… - [From Missed Calls to Fully Booked: The Operations Automation Playbook for Beauty Salons](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/from-missed-calls-to-fully-booked-the-operations-automation-playbook-for-beauty.md): Why This Playbook Matters You didn’t start a salon to be glued to your phone. But in between foils, facials, and back-to-back bookings, it’s easy to miss… - [DMs Don’t Build Empires: Streamline Your Salon’s Social Messaging with GHL Customer Care](https://docs.ghlcustomercare.com/docs/industry-guides/beauty-salon/dms-don-t-build-empires-streamline-your-salon-s-social-messaging-with-ghl-customer-care.md): Why Messaging Matters More Than Ever You post. They tap. They DM. And then what? If your DMs are scattered between Instagram, Facebook, and the… - [Chiropractor's All-in-One Growth System: Simplify, Scale, and Serve Better](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/chiropractor-s-all-in-one-growth-system-simplify-scale-and-serve-better.md): Running a chiropractic clinic is no small feat. Between patient care, last-minute cancellations, managing staff, chasing down missed calls, and trying to… - [Step-by-Step: Build the Perfect Google Business Profile for Your Chiropractic Clinic](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/step-by-step-build-the-perfect-google-business-profile-for-your-chiropractic-cli.md): Why This Matters More Than You Think Imagine someone in your area searches “chiropractor near me” because they’ve just pulled their back or are… - [How Chiropractors Can Attract, Capture, and Convert More Patients Online](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/how-chiropractors-can-attract-capture-and-convert-more-patients-online.md): The old model of waiting for walk-ins and referrals isn’t enough anymore. Today’s patients search online, compare providers, read reviews, and expect… - [Build a 5-Star Reputation and Bring Back Lapsed Patients — Without Manual Follow-Up, Chiropractors](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/build-a-5-star-reputation-and-bring-back-lapsed-patients-without-manual-follow-u.md): When people search for a chiropractor near them, reviews and reputation are the deciding factor. And once they’ve seen you? Keeping them engaged and… - [Chiropractic Ad Dollars, Adjusted: How to Run Campaigns That Actually Bring Patients Through Your Door](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/chiropractic-ad-dollars-adjusted-how-to-run-campaigns-that-actually-bring-patien.md): Most chiropractors underutilize money on ads. Not because ads don’t work — but because the targeting is off, the offer is weak, or the landing page is… - [No TikTok Dances Required: A Chiropractor’s Guide to Content That Attracts, Educates, and Converts](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/no-tiktok-dances-required-a-chiropractor-s-guide-to-content-that-attracts-educat.md): You don’t need to go viral to win new patients. You just need to be visible, trustworthy, and consistent. In today’s world, content is how people get to… - [Smooth Like an Adjustment: How to Streamline Your Chiropractic Practice Ops with GHL Customer Care](https://docs.ghlcustomercare.com/docs/industry-guides/chiropractor/smooth-like-an-adjustment-how-to-streamline-your-chiropractic-practice-ops-with.md): Running a clinic means doing far more than adjustments. You’re fielding calls, handling reschedules, tracking leads, managing follow-ups, keeping… - [Full Bookings, Full Pipeline: How Real Estate Consultants Can Rank Higher on Google & Close More Deals](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/full-bookings-full-pipeline-how-real-estate-consultants-can-rank-higher-on-googl.md): Boost Local Visibility. Automate Your Follow-Ups. Convert Every Lead. Powered by GHL Customer Care. TABLE OF CONTENTS Boost Local Visibility. Automate Your… - [Happy Clients = More Closings: The Real Estate Consultant's Guide to Referrals & Repeat Business](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/happy-clients-more-closings-the-real-estate-consultant-s-guide-to-referrals-repe.md): Turn Every Deal Into a New Listing. Automate Client Love. Grow On Autopilot. TABLE OF CONTENTS Why This Playbook Matters Consider These Stats: What… - [Full Pipeline: The Real Estate Consultant’s Ad Blueprint for Consistent Closings](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/full-pipeline-the-real-estate-consultant-s-ad-blueprint-for-consistent-closings.md): Attract Buyers. Book Listings. Fill Your Calendar. Powered by GHL Customer Care. TABLE OF CONTENTS Why This Playbook Matters What You'll Learn Step 1: Get… - [Social Media Domination for Real Estate Consultants:](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/social-media-domination-for-real-estate-consultants.md): Turn Posts into Appointments, Followers into Closings, and Your Brand into a Local Authority TABLE OF CONTENTS Why This Playbook Matters Step 1: Build a… - [Content Strategy List to Last: The Real Estate Consultant's Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/content-strategy-list-to-last-the-real-estate-consultant-s-playbook.md): Create Content That Converts Browsers into Buyers, Listings into Leads, and Your Name into a Brand TABLE OF CONTENTS Why This Playbook Matters What… - [Close More Deals, Stress Less: The Daily Ops Playbook for Real Estate Consultants](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/close-more-deals-stress-less-the-daily-ops-playbook-for-real-estate-consultants.md): TABLE OF CONTENTS Step 1: Automate Appointment Booking for Buyers & Sellers Why It Matters 1.1 Set Up Automated Booking Links 1.2 Send Automatic… - [The Ultimate Real Estate Consultant Playbook: 5 Strategies to Attract More Clients, Close More Deals & Build a Referral-Driven Business](https://docs.ghlcustomercare.com/docs/industry-guides/real-estate-consultant/the-ultimate-real-estate-consultant-playbook-5-strategies-to-attract-more-client.md): Set Up GHL Customer Care the Right Way & Start Winning More Listings, Buyers, and Referrals TABLE OF CONTENTS Why This Playbook Matters Step 1: Get Found… - [Full Blast: How to Rank Higher on Google & Close More Mortgage Leads](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/full-blast-how-to-rank-higher-on-google-close-more-mortgage-leads.md): TABLE OF CONTENTS What If You Had a System That Worked While You Slept? Step 1: Optimize Your Google Business Profile for Local Borrowers Why It Matters… - [Happy Clients = More Closings: Mortgage Retention & Referral Automation Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/happy-clients-more-closings-mortgage-retention-referral-automation-playbook.md): TABLE OF CONTENTS Why This Playbook Matters What You'll Learn Step 1: Automate Post-Close Follow-Ups Why It Matters 1.1 Post-Close Thank You & Check-In… - [Close More Loans: The Ultimate Mortgage Broker Ad Strategy Blueprint](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/close-more-loans-the-ultimate-mortgage-broker-ad-strategy-blueprint.md): Start Your Free Trial with GHL Customer Care TABLE OF CONTENTS Why This Playbook Matters What You'll Learn Step 1: Get Found by Motivated Borrowers with… - [Social Media Domination for Mortgage Brokers](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/social-media-domination-for-mortgage-brokers.md): Turn Scrolls into Pre-Approvals, Followers into Applications, and Your Pipeline into Predictable Revenue TABLE OF CONTENTS Why This Playbook Matters What… - [Mortgage Broker Content Strategy :Close More Loans with Less Hustle](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/mortgage-broker-content-strategy-close-more-loans-with-less-hustle.md): Turn Content into Closings, Visibility into Trust, and Your Brand into a Local Authority TABLE OF CONTENTS Why This Playbook Matters Step 1: Know the… - [Run a High-Converting Mortgage Brokerage with Smart Scheduling, Communication, and Deal Flow Management](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/run-a-high-converting-mortgage-brokerage-with-smart-scheduling-communication-and.md): TABLE OF CONTENTS Step 1: Automate Appointment Scheduling Why It Matters 1.1 Let Borrowers Book Themselves 1.2 Send Smart Appointment Reminders 1.3 Route… - [The Ultimate Mortgage Broker Playbook: 5 Proven Strategies to Capture More Leads, Close More Loans & Scale Your Pipeline](https://docs.ghlcustomercare.com/docs/industry-guides/mortgage-broker/the-ultimate-mortgage-broker-playbook-5-proven-strategies-to-capture-more-leads.md): Set Up GHL Customer Care the Right Way & Start Growing Your Mortgage Business Today TABLE OF CONTENTS Why This Playbook Matters Step 1: Get Found Online by… - [Your Digital Storefront: How to Turn Google Searches Into Booked Dental Patients](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/your-digital-storefront-how-to-turn-google-searches-into-booked-dental-patients.md): When someone searches “dentist near me,” your Google Business Profile (GBP) is often the first — and sometimes only — impression you get. It’s your… - [Fill the Chair, Not Just the Calendar: A Dentist’s Guide to Lead Gen](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/fill-the-chair-not-just-the-calendar-a-dentist-s-guide-to-lead-gen.md): Every dental practice wants more new patients walking through the door. But in today’s competitive, digital-first world, just waiting for referrals or… - [Build a 5-Star Reputation and Bring Back Patients — Without Manual Follow-Ups](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/build-a-5-star-reputation-and-bring-back-patients-without-manual-follow-ups.md): Your dental clinic’s online reputation is no longer a bonus—it’s the foundation of how new patients find you, trust you, and decide to book with you. A… - [Launch Paid Ads That Actually Fill Dental Chairs](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/launch-paid-ads-that-actually-fill-dental-chairs.md): Running ads isn’t the problem. Making them work—that’s where most dental clinics fall short. Generic ads. Vague offers. Traffic sent to a homepage that… - [How Dental Clinics Can Stay Top-of-Mind with Consistent, High-Trust Content](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/how-dental-clinics-can-stay-top-of-mind-with-consistent-high-trust-content.md): Content isn’t just a marketing add-on—it’s how patients get to know, like, and trust your dental practice before they ever walk in the door. While your… - [Build a Dental Practice That Runs Smoothly—Even When You’re Not There : Operations Playbook](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/build-a-dental-practice-that-runs-smoothly-even-when-you-re-not-there-operations.md): Behind every high-performing dental clinic is an operations system that works quietly and efficiently in the background. Most practices lose time… - [How Dental Clinics Can Use Social Media to Build Trust, Visibility, and Patient Volume](https://docs.ghlcustomercare.com/docs/industry-guides/dental-clinic/how-dental-clinics-can-use-social-media-to-build-trust-visibility-and-patient-vo.md): In today’s digital-first world, patients are scrolling long before they’re scheduling. Whether they’re researching a new dentist, comparing reviews, or… ## Logic & Fulfillment - [Manychat to GHL Customer Care Integration](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/manychat-to-ghl-customer-care-integration.md): How to connect Manychat with GHL Customer Care - [How to Find Pipeline, Stage, and Opportunity IDs in GHL Customer Care](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/how-to-find-pipeline-stage-and-opportunity-ids-in-ghl-customer-care.md): Learn how to find Pipeline, Stage, and Opportunity IDs in GHL Customer Care and understand when to use them for imports, APIs, integrations, and audit logs. - [How to use Custom Values](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/how-to-use-custom-values.md): Learn how to create and use Custom Values in GHL Customer Care to personalize emails, automate workflows, and streamline funnels, websites, and SMS with dynamic content - [How to Use Custom Fields](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/how-to-use-custom-fields.md): Learn how to create and manage custom fields in GHL Customer Care to capture, organize, and automate contact and opportunity data in forms, workflows, and more. - [Glossary](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/glossary.md): This glossary is a listing of common terms and abbreviations found within or are related to the GHL Customer Care software suite. It is intended to be used in conjunction with other available resources to help further your understanding of the software. - [How to Use Webhooks in GHL Customer Care (Zapier)](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/how-to-use-webhooks-in-ghl-customer-care-zapier.md): TABLE OF CONTENTS Introduction What are Webhooks? How do Webhooks Work? How to Use Webhooks in GHL Customer Care (A) Inbound Webhook (B) Outbound Webhook… - [Sub-Account Transfer Guide](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/sub-account-transfer-guide.md): Learn how to transfer a sub-account to another agency in GHL Customer Care. Understand what data moves, what doesn’t, and how to ensure a smooth migration. - [Sub Account Transfers : Eject Sub-Account to a New Agency](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/sub-account-transfers-eject-sub-account-to-a-new-agency.md): Ejecting a Sub-Account feature allows you to seamlessly convert a sub-account within your agency into a separate, independent agency account. This… - [What happen​s to your data when you cancel your GHL Customer Care Subscription?](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/what-happen-s-to-your-data-when-you-cancel-your-ghl-customer-care-subscription.md): Learn what happens to your data when you cancel your GHL Customer Care account and how to keep important info safe. - [Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/sub-accounts-transfers-bulk-transfer-sub-accounts-to-an-existing-agency.md): The Bulk Location Transfer functionality allows agencies to transfer multiple sub-accounts at once to another agency. Follow the steps below to initiate… - [How to Resolve the "ZIP Code Check Failed for Your Card" Banner](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/how-to-resolve-the-zip-code-check-failed-for-your-card-banner.md): Why This Error Appears ? When adding a payment method, GHL Customer Care validates the ZIP code via our payment service provider. This validation is… - [Bulk Eject Sub-Accounts](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/bulk-eject-sub-accounts.md): The Bulk Eject feature allows agency owners to transfer multiple sub-accounts into new GHL Customer Care agency accounts in a single, streamlined process… - [Pause Account Feature – Everything You Need to Know](https://docs.ghlcustomercare.com/docs/logic-and-fulfillment/logic-and-fulfillment/pause-account-feature-everything-you-need-to-know.md): Learn how GHL Customer Care's Pause Account Feature preserves your data, what services are affected, how to pause your Agency account, and how to reactivate it. ## CRM - [Bulk Import Companies Using a CSV File](https://docs.ghlcustomercare.com/docs/crm/import-export/bulk-import-companies-using-a-csv-file.md): Learn how to bulk import Companies in GHL Customer Care using a CSV. Map fields, prevent empty overwrites, verify changes, and track results in Bulk Actions in CRM. - [Import data from HubSpot](https://docs.ghlcustomercare.com/docs/crm/import-export/import-data-from-hubspot.md): Learn how to import HubSpot Contacts, Deals, Pipelines, Stages, and Custom Fields into GHL Customer Care using the HubSpot Importer - [Bulk Import Companies](https://docs.ghlcustomercare.com/docs/crm/import-export/bulk-import-companies.md): CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard… - [Searching an Object Record](https://docs.ghlcustomercare.com/docs/crm/managing-your-crm-views/searching-an-object-record.md): This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts… - [Viewing Your CRM Records: List Views, Sorting, and Filters](https://docs.ghlcustomercare.com/docs/crm/managing-your-crm-views/viewing-your-crm-records-list-views-sorting-and-filters.md): Learn how to view and organize CRM records using list views, sorting, filters, and search. Includes a note on sorting behavior for Custom Object list views. - [CRM FAQs](https://docs.ghlcustomercare.com/docs/crm/managing-your-crm-views/crm-faqs.md): TABLE OF CONTENTS Sample Data in CRM Can I remove or modify the sample data provided in my new subaccount? What if I don't have a default pipeline set… - [How to Rename Standard Objects in Your CRM](https://docs.ghlcustomercare.com/docs/crm/managing-your-crm-views/how-to-rename-standard-objects-in-your-crm.md): Rename standard objects—Contacts, Opportunities, Companies—to match your terminology. Improve adoption and keep names consistent across views and workflows. - [GHL Customer Care Notes for Managing Contacts, Opportunities and Company Records](https://docs.ghlcustomercare.com/docs/crm/actions/ghl-customer-care-notes-for-managing-contacts-opportunities-and-company-records.md): Learn how to add, search, filter, and manage internal notes in GHL Customer Care for contacts, opportunities, and company records to improve collaboration and tracking. - [CRM Notes Association – Link Notes Across Contacts & Opportunities](https://docs.ghlcustomercare.com/docs/crm/actions/crm-notes-association-link-notes-across-contacts-opportunities.md): Keep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a… - [Tasks Across Multiple Objects](https://docs.ghlcustomercare.com/docs/crm/actions/tasks-across-multiple-objects.md): Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and… - [Association Limits in Objects](https://docs.ghlcustomercare.com/docs/crm/associations/association-limits-in-objects.md): Learn how to configure association limits for object relationships in GHL Customer Care, including supported relationship types, record limits, and UI enforcement. - [Associations Between Opportunities, Companies & Custom Objects](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects.md): With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom… ## GoKollab - [How to integrate Stripe with GoKollab](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/how-to-integrate-stripe-with-gokollab.md): GoKollab group owners can now integrate their Stripe accounts to seamlessly collect payments. This feature allows you to create and manage paid groups… - [Pin Your Favorite Groups](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/pin-your-favorite-groups.md): Learn how to pin your favorite groups and courses in GHL Customer Care Communities so they stay at the top for faster access. Unpin anytime to reorder your group list. - [Integration of Membership Courses with GoKollab](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/integration-of-membership-courses-with-gokollab.md): How to List and Manage Membership Courses in Gokollab Marketplace This article shows you how to list your Membership courses on the Gokollab Marketplace… - [How To Use Smart Categories on GoKollab](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/how-to-use-smart-categories-on-gokollab.md): This article explains GoKollab's smart categorization feature that uses AI to automatically assign the most relevant category to your courses and… - [Manage Your Communities and Courses with GoKollab Studio](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/manage-your-communities-and-courses-with-gokollab-studio.md): Manage all your communities and courses in one place with GHL Customer Care’s Kollab Studio. Preview, publish, and optimize your digital products easily. - [Introducing Chats: Start Conversations On GoKollab](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/introducing-chats-start-conversations-on-gokollab.md): Learn how GoKollab Chats enables member-to-member direct messages inside GHL Customer Care communities with a unified inbox, search, and in-app notifications. - [GoKollab Affiliate Program for Communities](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/gokollab-affiliate-program-for-communities.md): Learn how Community Affiliates works in GoKollab, set commission %, view dashboards, and manage payouts directly. Clear steps for owners and referrers. - [Manage Purchases on GoKollab](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/manage-purchases-on-gokollab.md): Learn how to view GoKollab communities, courses, payment history, invoices, and purchase details from Manage Purchases. - [How to Use GoKollab Chats for Direct Messages in Communities](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/how-to-use-gokollab-chats-for-direct-messages-in-communities.md): Learn how GoKollab Chats help members send direct messages, manage conversations, search chat history, and stay connected inside Communities. - [GoKollab Mobile App (Beta v2) - Native iOS & Android Experience](https://docs.ghlcustomercare.com/docs/gokollab/gokollab/gokollab-mobile-app-beta-v2-native-ios-android-experience.md): Learn how the rebuilt GoKollab mobile app delivers native speed, reliable notifications, and seamless access to Communities, Courses, Events, and Chats on iOS and Android. ## Project management - [Introduction to Project Management](https://docs.ghlcustomercare.com/docs/project-management/project-management/introduction-to-project-management.md): Project Management brings tasks and projects directly into your CRM, so the work your team is doing sits alongside the contacts and opportunities it… - [Organize work with Spaces, Folders, and Lists](https://docs.ghlcustomercare.com/docs/project-management/project-management/organize-work-with-spaces-folders-and-lists.md): Before you create tasks, it helps to decide how your work will be organized. Project Management uses three containers - Spaces, Folders, and Lists - and… - [Create a task or subtask](https://docs.ghlcustomercare.com/docs/project-management/project-management/create-a-task-or-subtask.md): Tasks are the unit of work in Project Management, and subtasks break a larger task into steps. This article covers the two ways to create a task… - [Board (Kanban) and list views](https://docs.ghlcustomercare.com/docs/project-management/project-management/board-kanban-and-list-views.md): Project Management offers two ways to look at the same set of tasks - Kanban view and List view. Switching between them changes only the layout, never… - [Manage task statuses](https://docs.ghlcustomercare.com/docs/project-management/project-management/manage-task-statuses.md): Statuses describe the stages your work moves through, and they become the columns on your Kanban board. They are configured per Space and organised under… - [Assign tasks, set priority, and set dates](https://docs.ghlcustomercare.com/docs/project-management/project-management/assign-tasks-set-priority-and-set-dates.md): Three properties turn a list of tasks into something a team can actually work from - who owns it, how urgent it is, and when it is due. This article… - [Make a space, folder, or list private](https://docs.ghlcustomercare.com/docs/project-management/project-management/make-a-space-folder-or-list-private.md): Not all work should be visible to everyone. Privacy can be set on a Space, on a Folder, or on an individual List, so you can restrict a single project… - [Use Custom fields on tasks](https://docs.ghlcustomercare.com/docs/project-management/project-management/use-custom-fields-on-tasks.md): The built-in task properties cover status, assignee, dates, and priority. Custom fields let you capture anything else your process needs, such as a… - [Smart lists: list view and Kanban view](https://docs.ghlcustomercare.com/docs/project-management/project-management/smart-lists-list-view-and-kanban-view.md): A smart list is a saved view of your tasks, with the fields, filters, and sort order you choose. Instead of reapplying the same filters every morning… ## Companies - [Getting Started with Companies](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/getting-started-with-companies.md): The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual… - [Company Based Workflows - Company Triggers & Actions](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/company-based-workflows-company-triggers-actions.md): Automate B2B processes with Company-based Workflows in GHL Customer Care. Learn triggers, actions, setup steps, best practices, and FAQs—plus links to related docs. - [Import Contacts and Automatically Create Associate Companies](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/import-contacts-and-automatically-create-associate-companies.md): Learn how to automatically create and associate company records in GHL Customer Care using Contact Business Name automation during contact imports. - [Export Companies (CSV Download)](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/export-companies-csv-download.md): Learn how to export selected or all Companies in GHL Customer Care to a CSV file. Track progress in real time and download company data fast. - [Smart lists in Companies](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/smart-lists-in-companies.md): Create Company Smart Lists to save filters, sort order, and fields. Reuse, share, duplicate, and export your most-used account views. - [Bulk Import Companies](https://docs.ghlcustomercare.com/docs/companies/introduction-to-companies/bulk-import-companies.md): Import company records at scale using CSV files. Learn how to map fields, handle duplicates, and track import progress with GHL Customer Care's bulk company import tool. - [Bulk Delete for Companies](https://docs.ghlcustomercare.com/docs/companies/managing-company-records/bulk-delete-for-companies.md): Delete multiple Company records from the list view in one action. Learn how to bulk delete, what gets removed, and how to restore deleted Companies within 60 days. - [Using Company Fields Across GHL Customer Care](https://docs.ghlcustomercare.com/docs/companies/managing-company-records/using-company-fields-across-ghl-customer-care.md): Company fields as custom values in GHL Customer Care — personalize emails, automate workflows, and auto-fill contracts using the Custom Value Picker ## Merge Fields & Custom Variables - [List of Merge Fields](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/list-of-merge-fields.md): Learn how to insert merge fields in GHL Customer Care, choose the correct record context, add email fallback values, and fix blank or unresolved personalized data. - [Overview of Merge Fields & Custom Variables](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/overview-of-merge-fields-custom-variables.md): This article explains merge fields and custom variables . You’ll learn about different types of fields, such as custom fields, custom values, custom… - [Custom Object Templates: Pre-Built CRM Setup in One Click](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/custom-object-templates-pre-built-crm-setup-in-one-click.md): Custom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use… - [Creating and Managing Custom Fields for Better Data Organization](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/creating-and-managing-custom-fields-for-better-data-organization.md): Learn how to create, organize, and manage custom fields for contacts and opportunities, including folders, field types, merge fields, and reporting use. - [How to Use Custom Fields](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/how-to-use-custom-fields.md): Learn how to create and manage custom fields in to capture, organize, and automate contact and opportunity data in forms, workflows, and more. - [Creating and Managing Custom Fields for Better Data Organization](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/creating-and-managing-custom-fields-for-better-data-organization-155000008466.md): Learn how to create, organize, and manage custom fields for contacts and opportunities, including folders, field types, merge fields, and reporting use. - [How to Use Merge Fields and Email Fallback Values](https://docs.ghlcustomercare.com/docs/merge-fields-and-custom-variables/merge-fields-and-custom-variables/how-to-use-merge-fields-and-email-fallback-values.md): Learn how to insert merge fields in GHL Customer Care, choose the correct record context, add email fallback values, and fix blank or unresolved personalized data. ## Eliza Agent Platform For all things, Eliza related. - [Eliza Agent Platform - Introduction and FAQs](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-introduction-and-faqs.md): The Eliza Agent Platform is a messaging platform designed to help agencies effectively manage and convert leads into customers. With its three key features - lead answering, scalable lead nurturing, and streamlined booking flow. - [Eliza Agent Platform Settings](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-settings.md): This article covers in detail the configurations that need to be done to get your very own Eliza Agent Platform up and running! - [Eliza Agent Platform Conversations](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-conversations.md): ​This article covers the Conversations feature of the Eliza Agent Platform. It explains what each conversation channel is meant to do and how to utilize them. - [Eliza Agent Platform Search Tools](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-search-tools.md): This Article covers how to use the Eliza Agent Platform Search tools to best utilize its features. - [Eliza Agent Platform Dashboard](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-dashboard.md): The dashboard view gives the overview of all the locations, their priority, the number of conversations open with the agents, and the number of unassigned conversations. - [Eliza Agent Platform Settings within the CRM](https://docs.ghlcustomercare.com/docs/eliza-agent-platform/eliza-agent-platform-onboarding/eliza-agent-platform-settings-within-the-crm.md): The Eliza Agent Platform can be used to some extent from within the CRM; some of its configurations allow users to access it from within the CRM. This Article covers details of those Eliza settings within the CRM. ## Add-ons & Sales Trainings - [How to Set Up a Whitelabel Domain for the Desktop Web App](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/whitelabel-desktop-app/how-to-set-up-a-whitelabel-domain-for-the-desktop-web-app.md): Learn how to brand your GHL Customer Care desktop web app with a custom domain. Setup guide, DNS tips, logo and terms integration for seamless whitelabeling. - [White-Label Desktop App Setup Guide](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/whitelabel-desktop-app/white-label-desktop-app-setup-guide.md): Learn how to customize, build, and share a branded GHL Customer Care desktop app for macOS, Windows, and Linux using the Desktop App Customizer in Agency Dashboard. - [GDPR Compliance and Data Privacy](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/compliance/gdpr-compliance-and-data-privacy.md): GHL Customer Care is committed to protecting the privacy of our users and their customers. We stay appraised of developments in data protection laws to ensure that you can be confident in your safety while using our platform. - [Add-Ons (Formally Marketplace) Quick Reference Guide](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/sales-trainings-and-case-studies/add-ons-formally-marketplace-quick-reference-guide.md) - [Prospect new clients with SaaS Audits](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/sales-trainings-and-case-studies/prospect-new-clients-with-saas-audits.md): Attachments (1) pptx Prospect new clients with SaaS Audits.pptx 1.23 MB ## University - [GHL Customer Care How-To's: Build A Payment Page To Sign Up New Clients](https://docs.ghlcustomercare.com/docs/university/ghl-customer-care-how-tos/ghl-customer-care-how-to-s-build-a-payment-page-to-sign-up-new-clients.md): More Tutorials From the Community https://youtu.be/ZlhHZeS1nbg https://www.youtube.com/watch?v=Cw1JvTlVLTM https://youtu.be/5FA0nnZf41A Please note that… - [How To Build A Double Opt-In Flow](https://docs.ghlcustomercare.com/docs/university/ghl-customer-care-how-tos/how-to-build-a-double-opt-in-flow.md) - [How to use Custom Values for images in funnels and websites](https://docs.ghlcustomercare.com/docs/university/ghl-customer-care-how-tos/how-to-use-custom-values-for-images-in-funnels-and-websites.md): In this tutorial, I will show you How to use Custom Values for Images. - [How To Generate Leads From Local Chamber & BNI Meetups](https://docs.ghlcustomercare.com/docs/university/prospecting-and-sales/how-to-generate-leads-from-local-chamber-bni-meetups.md): Presenting at your local Chamber Of Commerce and BNI Meetups is an incredible way to generate leads and new customers for your agency, and we've taken… - [Guide To Bulk SMS: Send Messages People Actually Want To Receive](https://docs.ghlcustomercare.com/docs/university/prospecting-and-sales/guide-to-bulk-sms-send-messages-people-actually-want-to-receive.md): This guide will: Help you understand some of the rules that apply to SMS marketing (US and Canada). Maximize the impact of SMS for: Client responses… ## Miscellaneous - [CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS](https://docs.ghlcustomercare.com/docs/miscellaneous/ux-issues/crm-loading-states-troubleshooting-lags-and-impact-of-custom-css-and-js.md): Significant enhancements have been implemented in the loading functionality on our platform. We have transitioned from the traditional 9-dot loader to a modern, visually compelling spinner. The new design showcases diverse visual states. - [My CRM Data is Loading Slowly What Can I Do?](https://docs.ghlcustomercare.com/docs/miscellaneous/ux-issues/my-crm-data-is-loading-slowly-what-can-i-do.md): Data loading slowly - [Enabling Cross-Site Tracking (3rd Party Cookies)](https://docs.ghlcustomercare.com/docs/miscellaneous/ux-issues/enabling-cross-site-tracking-3rd-party-cookies.md): Safari on MacOS Launch Safari Open Safari by clicking on the Safari icon located in the dock or by searching for "Safari" using Spotlight (Cmd + Space)… - [Rebilling, Reselling, and Wallets Explained](https://docs.ghlcustomercare.com/docs/miscellaneous/miscellaneous/rebilling-reselling-and-wallets-explained.md): Learn more about GHL Customer Care rebilling, reselling, and wallets. - [Alpine HVAC Case Study](https://docs.ghlcustomercare.com/docs/miscellaneous/miscellaneous/alpine-hvac-case-study.md): 6 years ago I sold one local business reputation management, it transformed their business from 2 trucks to 30 trucks, they've paid me $300/month for 6… ## Media Storage - [Media Library - Built-In Image Editor](https://docs.ghlcustomercare.com/docs/media-storage/getting-started-w-media-storage/media-library-built-in-image-editor.md): Edit images directly in GHL Customer Care’s Media Library. Crop, rotate, and adjust with version control, no external tools. Faster workflows across all builders. - [Effortless File Search: Media Center’s File Type Filter for Quick Access](https://docs.ghlcustomercare.com/docs/media-storage/getting-started-w-media-storage/effortless-file-search-media-center-s-file-type-filter-for-quick-access.md): Learn how to use GHL Customer Care’s Media Center File Type Filter to quickly find photos, videos, docs, and more. Speed up asset selection with search that persists. - [Media Storage - Canva Integration](https://docs.ghlcustomercare.com/docs/media-storage/getting-started-w-media-storage/media-storage-canva-integration.md): Leatn how to Connect Canva to Media Storage to browse designs, open the Canva editor, download exports, and import copies into My Media for use in GHL Customer Care. - [How to Add and Reuse Images in Forms, Surveys & QR Codes with Media Picker](https://docs.ghlcustomercare.com/docs/media-storage/getting-started-w-media-storage/how-to-add-and-reuse-images-in-forms-surveys-qr-codes-with-media-picker.md): Learn how to add, manage, and reuse images with Media Picker in GHL Customer Care across forms, surveys, quizzes, and QR codes using centralized Media Storage. - [Expanded File Type Support in GHL Customer Care Media Library](https://docs.ghlcustomercare.com/docs/media-storage/getting-started-w-media-storage/expanded-file-type-support-in-ghl-customer-care-media-library.md): Upload RAW photos, design files, CAD/3D models, audio projects, databases, and 60+ new file formats to GHL Customer Care's Media Library with improved validation and error handling. ## Notifications - [Activate Notifications](https://docs.ghlcustomercare.com/docs/notifications/notifications/activate-notifications.md): FAQs: 1. Why am I getting duplicate notifications? Ensure the same Twilio Account SID is not connected to multiple GHL Customer Care sub-accounts. - [Sales & Use Tax FAQ](https://docs.ghlcustomercare.com/docs/notifications/notifications/sales-use-tax-faq.md): This article is to inform you that starting on August 1, 2022, GHL Customer Care, Inc. will be collecting Sales & Use tax when applicable - [How to set up Custom Notifications as a User in a Sub-Account](https://docs.ghlcustomercare.com/docs/notifications/notifications/how-to-set-up-custom-notifications-as-a-user-in-a-sub-account.md): The Notification Manager feature gives the ability to notify users across different channels about important actions & information. This feature was primarily introduced to reduce noise. It provides a preference to users to choose which notifications they - [How to Enable and Customize Live Chat Notifications](https://docs.ghlcustomercare.com/docs/notifications/notifications/how-to-enable-and-customize-live-chat-notifications.md): Learn how to enable, manage, and customize Live Chat notifications in GHL Customer Care. Stay updated with in-app, email, or SMS alerts for faster responses. ## Internationalization - [The Internationalization Of GHL Customer Care Has Begun!](https://docs.ghlcustomercare.com/docs/internationalization/the-internationalization-of-ghl-customer-care/the-internationalization-of-ghl-customer-care-has-begun.md): Imagine the most robust all-in-one marketing platform available – to be available in ANY language - [How to Submit In-App Translation Feedback](https://docs.ghlcustomercare.com/docs/internationalization/the-internationalization-of-ghl-customer-care/how-to-submit-in-app-translation-feedback.md): Agency Admins can flag translation issues from the GHL Customer Care UI. Learn access rules, limits, and step-by-step submission with screenshots and troubleshooting. - [Internationalization For Client-Portal & Child Apps](https://docs.ghlcustomercare.com/docs/internationalization/the-internationalization-of-ghl-customer-care/internationalization-for-client-portal-child-apps.md): Enable multiple languages in Client Portal and Child Apps. Learn how Admins and Users change language on web and mobile, supported languages, and default English. - [Report Translation Feedback from the GHL Customer Care Interface](https://docs.ghlcustomercare.com/docs/internationalization/the-internationalization-of-ghl-customer-care/report-translation-feedback-from-the-ghl-customer-care-interface.md): Learn how Agency Owners and Admins can report incorrect, unclear, or missing translations directly from the GHL Customer Care interface. ## Compliance - [GHL Customer Care Security and Compliance Overview](https://docs.ghlcustomercare.com/docs/compliance/compliance-2/ghl-customer-care-security-and-compliance-overview.md): Developed for agencies by an agency, GHL Customer Care's goal is to help marketing professionals and agencies reach and surpass their benchmarks for success. We believe in enhancing automation, improving communication, and boosting scalability. - [HIPAA Compliance With GHL Customer Care](https://docs.ghlcustomercare.com/docs/compliance/compliance-2/hipaa-compliance-with-ghl-customer-care.md): Learn how HIPAA compliance works in GHL Customer Care, including BAA signing through GHL Customer Care Documents & Contracts, automatic activation, and secure document access. - [Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024](https://docs.ghlcustomercare.com/docs/compliance/compliance-2/minimum-advertised-pricing-policy-map-policy-faqs-august-2024.md): Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024 TABLE OF CONTENTS What does GHL Customer Care’s MAP Policy mean? Does the MAP Policy… - [GHL Customer Care Achieves SOC 2 Type II Certification](https://docs.ghlcustomercare.com/docs/compliance/compliance-2/ghl-customer-care-achieves-soc-2-type-ii-certification.md): We are proud to announce that GHL Customer Care has officially achieved SOC 2 Type II accreditation. We were accredited on Security, Confidentiality, and Availability. ## Agency Reporting - [Agency Rolled-up Reporting](https://docs.ghlcustomercare.com/docs/agency-reporting/rolled-up-reporting/agency-rolled-up-reporting.md): Agency rolled-up reporting gives you a full view of all your accounts under one roof. With this report, you get a clear overview of your entire agency's performance. - [Setting Up Automated Email Reports for Sub-Accounts with the Report Scheduler](https://docs.ghlcustomercare.com/docs/agency-reporting/rolled-up-reporting/setting-up-automated-email-reports-for-sub-accounts-with-the-report-scheduler.md): Learn how to set up automated email reports for sub-accounts using GHL Customer Care’s Report Scheduler, including scheduling options, delivery timing, and report management. - [How to Export a List of Sub-Accounts](https://docs.ghlcustomercare.com/docs/agency-reporting/rolled-up-reporting/how-to-export-a-list-of-sub-accounts.md): Export your Sub-Accounts list with filters applied. Email CSVs with SaaS plan, rebilling, snapshot, roll-ups, and more. Links expire in 7 days. Secure link. ## Tasks - [Recurring Tasks](https://docs.ghlcustomercare.com/docs/tasks/creating-tasks/recurring-tasks.md): Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With… - [Unified Task Management Across Contacts and Opportunities](https://docs.ghlcustomercare.com/docs/tasks/creating-tasks/unified-task-management-across-contacts-and-opportunities.md): Learn to create, assign, and manage tasks across Contacts and Opportunities in GHL Customer Care using a unified interface for efficient workflows and tracking. - [Rich Text for Notes and Task Descriptions](https://docs.ghlcustomercare.com/docs/tasks/creating-tasks/rich-text-for-notes-and-task-descriptions.md): Enable Rich Text for notes and tasks in GHL Customer Care. Use bold, lists, and hyperlinks to improve clarity and consistency across CRM records. - [Task Management](https://docs.ghlcustomercare.com/docs/tasks/managing-tasks/task-management.md): The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering… ## Optional - [Sitemap](https://docs.ghlcustomercare.com/sitemap-index.xml): every page on the help centre - [GHL Customer Care website](https://ghlcustomercare.com)