How to Set Up GoHighLevel — Complete Guide

Step-by-step guide to setting up GoHighLevel CRM — account configuration, pipelines, workflows, email/SMS setup, A2P registration, calendars, and funnels.

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How to Set Up GoHighLevel — Complete Guide

How to Set Up GoHighLevel — Step-by-Step

Setting up GoHighLevel correctly from the start saves weeks of rework later. Here's the AutomateX360 setup checklist that we follow for every client — refined after 100+ GHL deployments.

GoHighLevel Setup Checklist

Step 1: Account settings — timezone, company info, logo
Step 2: A2P 10DLC SMS registration (critical — do this first)
Step 3: Custom domain and email setup (SMTP or Mailgun)
Step 4: Pipeline stages configured for your sales process
Step 5: Calendar and booking settings
Step 6: Core automation workflows — lead response, follow-up, nurture
Step 7: Funnel or website builder setup
Step 8: Team user setup and permissions

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