56 GHL lessons... explained like you have never seen it before.

A questionnaire on your website. Someone fills it out, GHL turns them into a contact instantly.

Left menu → Sites → Forms

1. Go to Sites → Forms → + Build New Form
2. Drag fields from the right onto the form (name, email, phone)
3. Click each field to rename and mark required
4. Click Save
5. Click Integrate Form to grab the link or embed code

1. Go to Sites → Forms
2. Click the Submissions tab at the top
3. Click any row to see her full answers

A form = one page, all questions visible. A survey = multiple pages, one question at a time, with logic that can skip questions based on her answers.

Sites → Surveys

1. Go to Contacts
2. Click + Add Contact (top right)
3. Fill in name, email, phone
4. Add tags like "DM-inquiry" or "referral"
5. Click Save

1. Open the contact
2. Find the Notes section on the right
3. Click + Add Note, type, save

1. Save your list as a CSV with columns for first name, last name, email, phone
2. Go to Contacts
3. Click the three-dot menu → Import Contacts
4. Upload the CSV and match the columns to GHL fields
5. Add a tag during import like "imported-2026"
6. Click Submit

A saved filter. You tell GHL "show me everyone with the tag healthcare-promo" and it saves that view as a list you can open anytime.

1. Go to Contacts
2. Click + More Filters at the top
3. Pick a tag, source, date, anything
4. Click Save as Smart List and name it

A recipe. "When THIS happens... do THAT, then THAT, then wait, then THAT." Your studio assistant who never forgets.

Left menu → Automation → Workflows

The "when" of a workflow. The thing that has to happen for the recipe to start.

Form Submitted... Appointment Booked... Tag Added... Payment Received... Contact Created.

What GHL DOES after the trigger. Send SMS. Send Email. Wait. Add Tag. Move to Pipeline Stage.

1. Inside any workflow, click the + below your trigger
2. Pick the action type from the menu
3. Fill in the details (the message, wait time, tag name)
4. Click Save Action

A fork in the road. "If she booked, do this. If she did NOT book, do that instead."

1. Inside a workflow, click +
2. Pick If/Else
3. Set the condition (like "Has Tag: consult-booked")
4. Build the YES branch and the NO branch separately

1. Build a workflow triggered by your inquiry form
2. Add Wait 2 days
3. Add If/Else: Has she booked?
4. If NO → send a follow-up text
5. Add Wait 3 days, then check again
6. Stop the workflow once she books or replies

1. Add yourself as a contact (real email + phone)
2. Make sure the workflow is Published (top right)
3. Trigger it the same way a client would (fill out the form)
4. Open the workflow → click Execution Logs to see what fired

A reusable piece of text saved one place. Update it ONCE and it changes everywhere it is used.

Settings → Custom Values

An extra piece of information you collect about a contact beyond name/email/phone. Like "Birthday" or "Session Date" or "Outfit Preference."

1. Go to Settings → Custom Fields
2. Click + Add Field
3. Name it, pick the type (text, date, dropdown)
4. Save and use it inside forms or contact records

1. Go to Marketing → Emails → + New
2. Pick Campaign (one-time send)
3. Build your email in the drag-and-drop editor
4. Click Send / Schedule
5. Pick your audience (a tag, a smart list, or all contacts)
6. Schedule or send now

1. Open Conversations
2. Pick the contact and type your message
3. Click the little clock icon next to send
4. Pick the date and time, then schedule

A visual board. Every lead is a card. Every column is a stage of your booking process. You see your whole business at a glance.

Left menu → Opportunities

1. Go to Opportunities
2. Click the gear icon at the top right
3. Click + Add Stage for each step
4. Drag to reorder so it matches your real client journey
5. Click Save

A card on your pipeline that represents one possible booking. A contact can have multiple opportunities (this year's session, next year's, a referral she sent).

You can attach a dollar value to each opportunity, so your pipeline also shows your potential revenue at a glance.

1. Go to Calendars → + Create Calendar
2. Pick Personal Booking
3. Name it "Phone Consultation"
4. Set duration to 30 minutes
5. Set days/hours (Tue-Fri, 1-4 PM)
6. Add a confirmation email + reminder text
7. Save and copy the booking link

1. Go to Calendars
2. Find your calendar → click the three-dot menu or share icon
3. Copy the link
4. Paste into a text/email or use it inside a workflow

1. Go to Conversations
2. Pick a chat or click the compose icon for a new one
3. Choose channel at the top: SMS, Email, FB, IG
4. Type and send

1. Make sure Stripe is connected (Settings → Payments)
2. Go to Payments → Products and add your offer (like "Session Retainer - $149")
3. Go to Payments → Payment Links → New Link
4. Pick the product, copy the link
5. Send via text/email or trigger it in a workflow

1. Go to Payments → Products
2. Add or open a product
3. Under pricing, pick Recurring or Installments
4. Set the amount, frequency (monthly), and number of payments
5. Save and create a payment link for that product

1. Go to Payments → Invoices
2. Click + New
3. Pick the contact, add line items, set the due date
4. Click Send (she gets it via email)

1. Go to Payments → Coupons
2. Click + New Coupon
3. Set the code, discount amount, and expiration
4. Pick which products it applies to
5. Save

1. Go to Payments → Documents & Contracts
2. Click + New and build your contract or upload a template
3. Add a signature field where she needs to sign
4. Click Send and pick the contact
5. She signs from her phone, you get a notification

Open Opportunities. Each card on the board shows you exactly which stage every woman is sitting in. Workflows can move cards automatically.

1. App push notification on the LeadConnector app
2. Appointment auto-shows on your Calendar
3. Build a workflow: Trigger = "Appointment Booked," Action = "SMS to me"

Build a workflow: Trigger = "Form Submitted," Action = "Send Internal Notification" or "SMS to user." Now your phone buzzes the second a fresh inquiry hits.

1. Go to Reporting → Sources or Contacts
2. Filter by Date Created: This Month
3. The total at the top shows your monthly lead count

1. Go to Reporting → Sources
2. You see a breakdown: Facebook, Instagram, website, manual, referral
3. Filter by date range to compare months

1. Go to Payments → Transactions
2. Filter by date range
3. The total at the top shows revenue for that period

1. Go to Marketing → Emails → Stats
2. Look at Open Rate (anything under 20% means deliverability issues)
3. Check Bounce Rate (over 5% means clean your list)

A series of pages designed to walk a woman from "interested" to "booked." Like: a landing page → a thank you page → a booking page. All connected.

Sites → Funnels

A multi-page site (Home, About, Investment, Gallery) with shared nav and footer. Same builder as funnels, just structured like a real website.

Sites → Websites

1. Go to Sites → Domains
2. Click + Add Domain and type your domain
3. GHL gives you DNS records (an A record or CNAME)
4. Log in to where you bought your domain (GoDaddy, Namecheap)
5. Add those DNS records there
6. Wait 30 minutes to a few hours, then click Verify in GHL

A private, password-protected area for your booked clients. They log in to see their prep guide, paperwork, closet, and quizzes.

Memberships → Client Portal

A pre-built bundle (workflows, forms, calendars, pipelines) someone made for you to load in one click.

1. The snapshot owner sends you a share link
2. You click it while logged into your GHL
3. You pick which sub-account to install it into
4. Click Load Snapshot
5. Everything appears inside your account, ready to customize

A bridge that sends data from another website (like your Showit form or a custom HTML form) directly into GHL. The other site "pings" GHL with the info.

Inside any workflow → trigger options → Inbound Webhook. GHL gives you a unique URL to paste into your other tool.

1. Go to Settings → Integrations
2. Find Facebook and click connect
3. Log in and pick your business page + Instagram account
4. Approve permissions
5. Now FB and IG DMs flow into your Conversations inbox

1. Connect your Facebook Ad Account under Settings → Integrations
2. Go to Marketing → Ads Manager
3. Pick a campaign objective (usually "Leads")
4. Build the ad creative + copy
5. Set audience, location, and budget
6. Launch... leads flow straight into your GHL contacts

1. Go to Settings → My Staff
2. Click + Add Employee
3. Enter their name and email
4. Pick their permissions (full access, limited, etc.)
5. They get an email to set their password

1. Go to Marketing → Templates
2. Click + New → pick SMS or Email
3. Build it once, save with a clear name
4. Inside Conversations, click Templates to load any saved one

A required registration that says "I am a real business sending texts." Without it, your texts get blocked or marked as spam.

1. Go to Settings → Phone Numbers → Trust Center
2. Fill out the business info form (EIN, address, website)
3. Submit your sample texts and your opt-in language
4. Wait 1-3 weeks for approval

The official GHL mobile app. Lets you text, call, see bookings, take payments, and get notifications from your phone.

App Store or Google Play → search "LeadConnector". Log in with your GHL email and password.

1. Go to Contacts
2. Filter what you want or select all
3. Click the three-dot menu → Export Contacts
4. You get a CSV emailed to you

1. Go to Automation → Workflows
2. Open the workflow
3. Toggle Published off (top right) to pause it
4. The workflow stays built but stops firing for new contacts