Help & Guides

How client onboarding works

What a new client sees after they sign up: a branded welcome email, one-click login, and a short three-step setup that gets them live in minutes.

How to log into your GoHighLevel

Your GoHighLevel access is set up for you automatically. Here is how to sign in at app.gohighlevel.com with your email, your password, and the security code — and what to do if you forget your password.

Set up your sending domain (so email actually lands)

Send outbound email from your own domain instead of a shared one — the single biggest lever for deliverability. Add a sending subdomain in Email Services, drop in the SPF, DKIM, CNAME and DMARC records, and verify. Auto-configure or manual, step by step.

Auto-onboard new clients from your GoHighLevel checkout

Add one GoHighLevel workflow so every paid signup is turned into a client and sent a branded welcome automatically. About two minutes, self-serve.

Setting up a client: every integration, step by step

After you create a client, the Setup page is your checklist: the tracking pixel, lead capture, the Google Ads manager link, conversion tracking, LinkedIn, and the sending domain. Here is how to wire each one.

The dealer playbook: from signup to your first client

The full YG3 dealer flow — apply, get certified, log in, demo the product, and onboard a company end to end, with the $1,500/$500 signup links that pay your cut automatically.

The affiliate program: get your link, sign in, and get paid

How to join the YG3 affiliate program: get your referral link, share it, sign back in without a password, and add your payout details. Shown on the live pages.

AI website builder: build a site with Claude, ChatGPT, or any MCP assistant

Build a complete service-business website by conversation through the YG3 MCP. Works with any AI assistant that connects to the YG3 MCP server, including Claude and ChatGPT. No editor to learn, real copy and photos, a contact form that sends you leads.

Channel deep-dive: Content & SEO

How the Content channel works — the Mosaic-driven strategy, the query map, the nightly writer and article queue, the published library with inline editing, and autopublish vs review.

Channel deep-dive: LinkedIn

How the LinkedIn channel works — per-surface Content Mosaics, the Ava writer, connecting profiles and pages, the calendar, and approval-per-post by default.

Channel deep-dive: Outbound

How the Outbound channel works — the lead-to-reply pipeline, enrichment and drafting cadence, audiences and campaigns, the lead marketplace, and the two-tier sending model.

Channel deep-dive: Paid ads (the Bid Map)

How the Paid ads channel works — the Bid Map board that makes Google Ads legible, claiming and cutting demand in one click, conversion-aware bidding, and the recommendations queue.

Every site edit command, shown on a real site

A full reference of every site-edit command in the YG3 MCP site builder, each recorded on a live site: add and edit sections, reorder, remove, set the business profile, change the color and font, find photos, and publish.

How to set a client's brand voice

Brand voice is one profile per client that shapes every article and post. Set the tone, the reference to write like, the rules to avoid, and the banned phrase list the writer enforces on every draft. Where each field lives and how enforcement works, with the layered per-surface voice.

Set up YG3 LinkedIn Actions: send connection requests from your own profile

Install the YG3 LinkedIn Actions Chrome extension, connect it to your YG3 account, and send personalized LinkedIn connection requests to your ICPs from your own browser. A step-by-step setup guide.

How to connect a Google Ads account

Link a client Google Ads account to YG3: find the customer ID, send the manager-link request from Paid ads → Settings, accept it in Google Ads, and confirm Connected.

How to track AI Agent Search in YG3

Export Google Search Console Generative AI performance (AI Overviews and AI Mode impressions) and import the CSV into YG3 AI Search so you can measure AI Agent Search traffic by page and date.

Calendars and appointment booking

Let leads book time with you automatically. Create a calendar, set your availability, share the booking link, and have every appointment sync and trigger reminders.

Opportunities and pipelines

Track deals from new lead to won. Build a pipeline with stages, move opportunities through it, and see value and conversion at a glance — the sales board for your CRM.

The unified inbox: Conversations

SMS, email, web chat, and social messages land in one thread per contact. How to read, reply, and keep every conversation in one place instead of scattered across apps.

Workflows: automate your follow-up

Turn manual follow-up into automation. Workflows fire on a trigger (a new lead, a booking, a tag) and run a sequence of actions — texts, emails, reminders, pipeline moves — so nothing falls through.

Your CRM contacts: lists, tags, and fields

Every lead and customer lives in Contacts — your free GoHighLevel CRM. Add and import contacts, organize them with Smart Lists, tags, and custom fields, and filter to the exact segment you want to act on.