✅ New(er) Users: This is for you ✅

Hi everyone,

It seems that a lot of things coming up from support tickets and in the Skool posts can be mitigating by a couple of resources.

1st, for those having trouble with the client portal & GoHighLevel we highly recommend this YouTube video: https://youtu.be/onTWMj9RxBs

The above video goes over everything step-by-step on integration and creation of your account and client portal. Most of the hiccups along the way tend to be:

Modified custom menu links - The custom menu link should be pasted and attached exactly as given.
Sub-account connection / no authorization to current or future sub-accounts - There are radio buttons in the connection that allows the system to connect to sub-accounts on your behalf, failure to connect those could cause connection issues in the future I.e. improper permissions.
Oauth procedure done correctly will only ever have to be done once and should not have to be touched again.

2nd, for those starting to build; here are those videos that will cover things you may have missed:

Chat channels: https://youtu.be/G4q0HQ9_VkI
Voice channel: https://youtu.be/WynWnFqIhws

Some common issues tend to arise on configurations will calendars from the GoHighLevel side, However we provide robust meta information in the task performed in the conversations tab in the client portal for you to see.

All videos together amount to around 47 minutes in total since they are around 15 minutes a piece and should help with step-by-step foundational steps.

Let us know if this helps.

Thanks,

Assistable.ai Team

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