GoHighLevel Resource
GoHighLevel Account Setup Checklist
A complete GoHighLevel account setup covers business information, users and permissions, domains, email services, phone services, calendars, pipelines, custom fields, tags, workflows, forms, and reporting. This checklist organizes the setup into logical groups so nothing critical is missed.
Account and Business Information
Set business name, logo, contact information, and timezone.
Configure users, roles, and permissions for each team member.
Set up calendar and availability for each user who books appointments.
Domains and Email
Connect and verify your domain for websites, funnels, and email.
Configure the email sending service and authenticate sending (SPF, DKIM, DMARC) for deliverability.
Set up email templates and signatures.
Phone and SMS
Request and configure phone numbers for calling and SMS.
Complete any required carrier registration (such as A2P 10DLC in the United States) for messaging compliance.
Set up SMS templates and consent capture.
CRM and Pipelines
Create pipelines and stages that match your sales journey.
Add custom fields for the information you need to capture.
Create tags for segmentation and workflow logic.
Set assignment rules so opportunities route to the right team member.
Workflows and Automation
Build lead follow-up workflows for new inquiries.
Build appointment reminders and confirmations.
Build missed-call text-back for fast response.
Build internal notifications for new leads and appointments.
Forms, Calendars, and Reporting
Build lead-capture forms and connect them to pipelines and workflows.
Configure calendars with intake forms and follow-up.
Set up dashboards and reporting for pipeline, calls, and conversions.
Frequently Asked Questions
Do I need to do everything at once?+
No. Setup can be phased, but foundational items like domains, email, and pipelines should be done early so workflows and forms connect correctly.
Is email authentication really necessary?+
Yes. Proper email authentication is essential for deliverability so your emails reach the inbox rather than spam.
Ready to Put This Into Practice?
Schedule a consultation to discuss your setup, or request an audit of your existing account.