Obligation onboarding

Create and manage Launch Pad tasks to guide users through setup and onboarding.

Provides a detailed documentation entry for the Launch Pad Preview – Checklist Navigation side panel, which allows users to switch between available onboarding modules and monitor overall progress metrics across all account setup phases.

Provides a detailed documentation entry for the Launch Pad Preview – Checklist Completion Tracking workspace, which enables sub-account users and agency teams to track onboarding progress, review active setup modules, and verify completed asset tasks.

Provides a detailed documentation entry for the Launch Pad Preview – Guided Onboarding Access task panel, which allows sub-account users to review specific setup items, complete action items, and access embedded guidance assets within an active onboarding module.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Management Dashboard workspace, which enables agency administrators to create, reorder, configure visibility, and manage details for onboarding checklists across client accounts.

Provides a detailed documentation entry for the Launch Pad Configurations – Create New Checklist action button, which allows agency administrators to open the creation modal and initialize new onboarding checklist workflows.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Search input control, which enables agency administrators to instantly search and filter onboarding checklists within the management dashboard.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Reordering controls, which allow agency administrators to adjust the display hierarchy and sequence of onboarding checklists shown to clients.

Provides a detailed documentation entry for the Launch Pad Configurations – Required Checklist Indicators toggle controls, which allow agency administrators to designate specific onboarding checklists as mandatory for client sub-accounts.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Detail Access (View Detail) actions, which allow agency administrators to open and manage sub-onboarding modules, tasks, and instructional assets within a selected checklist.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Titles and Descriptions (Create New Checklist) modal window, which enables agency administrators to set the display title, descriptive guidance, and group assignment settings for new onboarding sequences.

Provides a detailed documentation entry for the Launch Pad Configurations – Multiple Checklist Organization directory table, which allows agency administrators to view, organize, and manage all configured onboarding checklists in a single master list.

Provides a detailed documentation entry for the System Form – User Creation Action selection parameter within the Create New System Form modal, which binds form submissions to the automated creation of new users in GHL.

A guided setup wizard for your agency. Connect your company, add the website script and CSS link, set up your agency and sales locations, connect Stripe, and walk through location onboarding.