HighLevel guides

Checklists and walkthroughs for the parts of HighLevel that cost people the most time. Where we've done it ourselves we say so; everything else links to HighLevel's own documentation.

Getting started: first 14 days

A trial plan that tells you whether HighLevel fits before billing starts.

Snapshot setup checklist

Build, test and load snapshots without leaking one client's data into another's account.

A2P 10DLC registration

Brand and campaign registration in the Trust Center, and the fixes for common rejections.

Voice AI receptionist setup

Prompt, actions, testing, routing, and creating agents through the API.

Private Integration tokens

Agency vs sub-account tokens and why one returns 401/403 on contacts.

AI Employee plans explained

Pay-per-use vs $50 Growth vs $97 Unlimited, and how to decide per client.

Rebilling and wallets

Who can rebill, how wallets reload, what happens at $0, and the 5% pass-through markup.

LC Email vs cold email tools

Keep marketing email and cold outreach on separate infrastructure.