Onboard Library

Knowledge articles to particularly support users during the onboarding process.

231
steps
GHL
built for

231 steps in 18 ready-made checklists

The Launch Pad starts agencies, their sub-accounts and All The Apps users from these checklists. Open one to see its modules and the steps in each.

Launch pads

3

Checklists

18

Modules

65

Steps

231

Pick a launch pad

PHASE 1: AGENCY FOUNDATION SETUP

Get your agency foundation setup

    • Agency Identity & White-Label Setup Article

      Set up your agency’s identity, branding, and white-label configuration so Go HighLevel looks and feels like your own platform.

    • Core Business Information Article

      This is the first thing the system checks. You must provide the legal and operational details of your Agency. • Navigate to: Agency Settings > Company Profile . • Action: Fill in the Company Name , Legal Business Name , and Business Email . • Advanced Tip: Use a professional email (e.g., support@youragency.com ) rather than a Gmail address. This email will be the "Default From Email" for many system notifications.

    • White-Label & Branding Setup Walkthrough Video

      This video walks you through the complete white-label setup process inside the agency dashboard, showing exactly where each branding setting lives and how to verify everything is working correctly.

    • White-Label Branding & Custom Domain

      To make the platform look like yours, you must configure the "Whitelabel" settings. This is what truly "completes" an Agency profile. • Whitelabel Domain: Enter your custom URL (e.g., app.youragency.com ). • DNS Requirement: You must go to your DNS provider (Cloudflare/GoDaddy) and create a CNAME record pointing app to app.msgsndr.com . • Logo Upload: Upload both a Light Logo and a Dark Logo . Ensure they are high-resolution PNGs with transparent backgrounds for a profession…