GHL.Support

Author: Elijah LeFavour

  • GoHighLevel Reputation Management: How Do You Ask for Google Reviews the Right Way?

    GoHighLevel Reputation Management: How Do You Ask for Google Reviews the Right Way?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 19, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: GoHighLevel reputation management lets you request reviews by text or email and manage connected Google reviews inside HighLevel. Configure the destination, sender and templates before sending. Invite genuine feedback, offer no incentive and send the request without first separating happy customers from everyone else.

    To request Google reviews, connect your verified Google Business Profile under Settings → Integrations, configure Reputation → Settings → Review Link and your SMS or email templates, then choose Send Review Request on a contact to invite genuine feedback without incentives or screening for happy customers.

    You have finished serving a customer and want to send a Google review link. You are staring at HighLevel’s review settings, trying to work out which switch starts the request. Set the destination, sender and templates before you send the invitation. Use the steps below to connect Google, set your request templates, add appointment or invoice triggers, follow the review rules and check published costs. I read HighLevel’s Google Business Profile integration guide, its review request messaging guide and its AI product pricing guide before writing this, and found separate controls for the review destination, send timing and paid AI replies.

    What does GoHighLevel reputation management do?

    A florist smiles among her flower arrangements, from our reputation management guide
    Google Business Profile integration requires a verified business profile.

    You use it to send review requests, read connected reviews and reply from your CRM. HighLevel’s Google Business Profile integration guide, updated 2026-05-25, says Google reviews sync into Conversations. Review threads and outgoing responses show the associated page name, so check that name before answering for your business.

    1. In your business sub-account, open Settings → Integrations. Sign into the Google account with Owner or Manager access to your location and authorize access.
    2. Find Google Business Profile and click Connect. Verify your Business Profile with Google before you connect it.
    3. Select the correct location, then click Connect again. Check the business name under Connected Pages.
    1. For Facebook, open Settings → Integrations and click Connect on the Facebook-Instagram card.
    2. Log into the correct Facebook account, approve the required permissions and select the correct Facebook Page.
    3. Click Connect and Continue to finish the connection.

    Your review widget displays existing feedback on your website or funnels. HighLevel’s widget builder guide, updated 2026-05-25, supports Google and Facebook reviews with platform and rating filters. If you filter reviews, do not call the display a record of all customer feedback.

    1. Open Reputation → Widgets → + Create Widget.
    2. Configure Layout, Content, Appearance and Settings, then click the blue Save button.
    3. For a HighLevel site or funnel, add the Reviews element. For a code embed, click the Code icon → Copy Code and paste into a custom HTML block.

    How do you send and automate Google review requests?

    A shop owner serves a customer at the counter, from our reputation management guide
    Live and Retry templates control the messages used for review requests.

    Set your review destination and live templates, then trigger the request. HighLevel’s request messaging guide, updated August 25, 2026, separates these controls from sending. Enabling SMS or email alone does not select the messages your customers receive.

    1. Open Reputation → Settings → Review Link. For a single Google destination, select Custom Link and paste your Google review URL into Setup your custom link. Open the link and confirm that it goes directly to your review form. Review Balancing instead distributes traffic across configured platforms.
    2. Open Reputation → Settings → SMS Requests and enable the top-right toggle. Choose your default sender number, When to send SMS after check-in?, Until clicked, repeat this every and Maximum retries.
    3. Click Create New → Create New from Scratch. Enter a Template Name, write your request, insert {{reputation.review_link}} and click Save.
    4. Click Set SMS Templates, assign your Live and Retry templates, then Save.
    5. For email, open Reputation → Settings → Email Requests and enable the toggle. Select Default sender email, timing and retries. Create your template with the Review Link element, save it, then assign Live and Retry slots through Set Email Templates → Save.
    6. Open your customer’s contact record and choose Send Review Request. Reputation → Requests also supports individual and bulk requests.

    Choose the event that starts your review-request workflow. The appointment trigger guide, updated April 6, 2026, defines Showed as attendance. Use Showed for an attended visit, and do not treat attendance, appointment reminders or a booking confirmation as proof that service is finished.

    1. Open Automation → Workflows → + Create Workflow → Add New Trigger → Appointment Status.
    2. Filter Appointment Status to Showed and use In Calendar for the relevant calendar. Click Save.
    3. Add the messaging guide’s Review Request action. Save and publish your workflow.

    For your paid-invoice follow-up, use Invoice Status → Paid. The invoice trigger guide, updated 2026-05-12, defines Paid as fully paid and lists Partially Paid separately. Add the Review Request action, and the Paid invoice trigger starts your review request.

    1. Open Automation and create or select your workflow. Click + Add New Trigger → Invoice.
    2. Set Invoice Status → Paid, then add the Review Request action.
    3. Save and activate the workflow.

    What does Google allow when you ask for reviews?

    A beauty shop owner beside her product shelves, from our reputation management guide
    Google prohibits selectively soliciting positive reviews.

    Ask for genuine feedback without rewards or a positive-rating screen. Google’s review content policy prohibits merchants from doing this: “Discourage or prohibit negative reviews, or selectively solicit positive reviews from customers”. Do not reserve your Google link for customers who first tell you they are happy.

    Google permits invitations through a link or QR code in its review request guidance. Its policy allows genuine review requests “without offering incentives to do so or attempting to influence the rating or the contents of the review.” Write your text, email and private-feedback requests without an incentive or an attempt to influence the rating or review.

    The FTC’s consumer review rule, published August 22, 2024 and effective October 21, 2024, states in section 465.4: “It is an unfair or deceptive act or practice and a violation of this part for a business to provide compensation or other incentives in exchange for, or conditioned expressly or by implication on, the writing or creation of consumer reviews expressing a particular sentiment, whether positive or negative, regarding the product, service, or business that is the subject of the review.” Confirm your request wording and review practices with your own counsel. For every Google invitation, follow Google’s policy in addition to the FTC rule.

    Should Reviews AI answer your reviews for you?

    A boutique owner holds a tablet in her shop, from our reputation management guide
    Suggestive mode lets users review and edit AI replies before sending.

    Choose suggestive replies when you want to approve the wording before publication. HighLevel’s Facebook Reviews AI announcement says suggestive mode lets you review, edit and send the draft. An automatic agent publishes replies to matching reviews according to its configured rules.

    1. For a Facebook draft, open Reputation → Reviews and click AI Reply. Review and edit the suggested response before sending it.
    2. For automatic Facebook replies, open Reputation → Settings → Reviews AI → Create Agent.
    3. Choose tone, language and review conditions. Under Review Source, select All Facebook pages or specific pages, then save the agent.

    Your reply is public, so keep private information out of it. Google’s guidance for negative-review replies says, “Never share a reviewer’s private information or engage in personal attacks.” For a complex issue, ask the reviewer to contact you by phone or email to resolve it privately.

    What does GoHighLevel reputation management cost?

    A shop owner writes notes at his boutique desk, from our reputation management guide
    HighLevel bills SMS usage by segment, according to its phone pricing guide.

    Your monthly subscription and usage charges are separate. HighLevel list price as of October 9, 2026: Starter is $97 a month, Unlimited is $297 a month and Agency Pro is $497 a month on the published plan prices. Online Reputation Management and Workflow Automation are core features included with Starter.

    Charge Published amount and billing unit
    Reviews AI Pay-Per-Use $0.01 per sent AI-assisted reply, from the AI Product Pricing guide updated September 28, 2026.
    AI Employee Growth $50 per month per enabled location, including unlimited Reviews AI subject to fair use, September 28, 2026.
    AI Employee Unlimited $97 per month per enabled location, including unlimited Reviews AI subject to fair use, September 28, 2026.
    US and Canada SMS US$0.00747 per inbound or outbound segment, before carrier fees, from the phone pricing guide updated September 29, 2026.

    Your draft suggestions do not create a Pay-Per-Use charge. The AI pricing guide allows up to four suggestions per review without that charge, as of September 28, 2026. The charge applies when you send an AI-assisted reply.

    Budget your SMS marketing by segment. The phone pricing guide adds carrier fees on top of standard messaging rates. For your email marketing and text messaging, the pricing page marks usage charges separately from the subscription.

    The HighLevel pricing plans guide compares your available features. If an agency manages your account, read your contract and ask which usage charges appear on your invoice. Use the dental account ownership guide or gym account ownership guide for account-ownership questions in those businesses.

    Want a HighLevel account billed directly to you?

    A barber trims a client's beard in his shop, from our reputation management guide
    HighLevel lists Starter at $97 a month as of October 9, 2026.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    Google review requests: your questions answered

    A mechanic stands in his garage with a wrench, from our reputation management guide
    Review widgets display new reviews according to configured filters.

    How do I connect Google Business Profile and Facebook to HighLevel?

    Your Google connection starts at Settings → Integrations: authorize a Google account with Owner or Manager access, click Google Business Profile → Connect, select your verified location and click Connect. For Facebook, click Connect on the Facebook-Instagram card under Settings → Integrations, log into the correct account, approve the required permissions, select the correct Page and finish with Connect and Continue. The Facebook integration guide, updated 2026-05-25, requires Admin access to both the Page and its associated Business Manager. If Google shows Connected but features fail, open the missing-permissions warning under Settings → Integrations → Google, review the missing permissions and affected features, then click Reconnect.

    How do I send a review request by text or email?

    After configuring your templates, open the customer’s contact record and choose Send Review Request, or send from Reputation → Requests. Your SMS template uses {{reputation.review_link}}, while email uses the Review Link element. For an existing email design, choose Create New → Import from Template Library. Email designs also support multiple review buttons where the selected template allows them.

    How do I automate requests after an appointment or invoice payment?

    In your workflow under Automation → Workflows, choose Add New Trigger → Appointment Status and filter to Showed, or choose Invoice and set Invoice Status → Paid. Add the Review Request action, then save and activate the workflow. Your appointment trigger defaults to Contact only under Who should be enrolled into the workflow?. Contact and Guests enrolls the primary contact and each guest in a separate workflow run, so check that setting alongside your Showed filter before publishing.

    What do “after check-in,” delays and retries mean?

    “After check-in” means after your manual or workflow review request action fires. The delay controls the first send, and Custom repeat intervals accept a number of Days. A detected click stops retries for that channel, so do not count a clicked invitation as a submitted review.

    How do I reply to reviews, and should I use suggestive or automatic AI?

    Your Google review threads appear in Conversations with the associated business page name. For Facebook automatic replies, the agent’s rules include review type or rating conditions, tone and language. Use suggestive mode if you want to edit each response before you send it.

    How do I add a review widget to my website?

    Your Reviews element displays the default widget. To embed different widgets on the same site, the widget guide specifies each widget’s own embed code and the correct dropdown selection when copying it. New reviews appear according to your filters and display settings, and saved widget edits update the embedded version.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want your reviews tied to an account you own?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

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  • How Do You Import Contacts Into GoHighLevel From Excel, Google Sheets, or Another CRM?

    How Do You Import Contacts Into GoHighLevel From Excel, Google Sheets, or Another CRM?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 18, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: You import contacts into GoHighLevel with a CSV file, then map its columns to existing contact fields. Excel workbooks and Google Sheets documents need a CSV export first. Before you click Bulk Import, check how HighLevel will match duplicate contacts and whether every contact gave permission for the messages you plan to send.

    To upload your contact list, export a CSV, open the importer under Contacts → Smart Lists, map each column to a Contact field, review the settings, and click Bulk Import.

    Your list is in Excel, Google Sheets, or another CRM, but HighLevel does not have those contacts yet. You are looking at the column headers and wondering where each name, number, and custom detail belongs. Start with a CSV export: HighLevel’s contact-import guide, updated March 18, 2026, specifies CSV as the accepted format. This guide from GHL.Support walks you through CSV export, field mapping, duplicate checks, consent, and import errors.

    I read HighLevel’s CSV formatting guide, its contact import guide and its guide to duplicate contacts before writing this, and you need to check your field mapping separately from your contact matching settings. Create the destination fields before uploading. Then choose whether your file should create records, update them, or do both.

    How do you get your list into a CSV?

    An older business owner works on his laptop from the sofa, from our import contacts guide
    Excel CSV exports save only the active sheet.

    Export your contact worksheet as a CSV before opening the importer. HighLevel’s CSV-format guide, updated February 25, 2026, requires a header row and one sheet per file. For new contacts, include at least First Name, Email Address, or Phone Number.

    1. In Excel, open your workbook and select File → Save As or Save a Copy. Choose a location and filename, then select a CSV format from the file-type box. Microsoft’s workbook export instructions say CSV saves only the active sheet and text formats remove formatting.
    2. In Google Sheets, open your file and use File → Download as, then select CSV. Google’s undated Excel and Sheets guide uses the label Download as and lists CSV as a format.
    3. In your CRM, export the contact list as a CSV, using that CRM’s export instructions for the exact menu and button names. Review its column headers against HighLevel’s standard and custom fields before uploading.

    Keep your upload below 30 MB. The February 25 CSV-format guide lists a 30 MB maximum, while the getting-started import guide, updated March 24, 2026, permits files up to 50MB. The published limits disagree, so use the smaller figure when splitting your file.

    CSV item What to prepare
    Headers Use column names that correspond to standard or existing custom fields.
    Phone numbers HighLevel’s February 25, 2026 guide recommends E.164 and gives +11234567890 as its example.
    Custom fields Create matching labels and data types in HighLevel before mapping.
    Dropdown and multiselect values Match the options already defined in your account.

    How do you import contacts into GoHighLevel step by step?

    A contractor checks a tablet in a room under renovation, from our import contacts guide
    Create custom fields before you map columns to them.

    The import opens at Contacts → Smart Lists → Import Contacts. HighLevel’s combined import guide, updated September 16, 2026, names that path and button. The getting-started guide offers Download Sample File if you need an example of standard Contact Fields for contact management.

    1. Confirm your user account has Admin access. HighLevel’s March 18, 2026 contact-import guide restricts contact imports to Admin users.
    2. Create missing fields through Settings → Custom Fields → Add Field. Select the field type, fill in its details, and click Save.
    3. Open Contacts → Smart Lists and click Import Contacts. Select Contacts, click Next, then click Upload File and choose your CSV.
    4. Open Choose how to import contacts/opportunities. Choose whether the CSV should create records, update records, or do both.
    5. Map each spreadsheet column to its Contact field. Match each custom-field column to an existing field with the same label and data type.
    6. Name your import, then choose whether to create a Smart List, add a tag, or enroll contacts in a workflow. Leave workflow enrollment unselected until you have checked the intended messaging permission.
    7. Set the import’s consent preferences before you click Bulk Import. Select the required confirmation checkbox, then click Bulk Import.
    8. Wait for the contacts to finish importing. Open Contacts → Bulk Actions in your sub-account, locate the import, and check its status. Click Show Stats to review successful records and errors.

    When you map a field, you tell HighLevel where to put each spreadsheet column. Adding a new column to the spreadsheet does not create its destination field. The CSV-format guide says HighLevel ignores an unknown field unless you map it to an existing standard or custom field.

    What happens to duplicates when you import contacts?

    Two business partners compare laptops at a cafe table, from our import contacts guide
    Remove or combine repeated identifiers within your CSV before re-importing into HighLevel.

    For CSV imports, HighLevel checks email or phone for an existing contact and automatically merges matching contacts. HighLevel’s deduplication guide, updated April 7, 2026, excludes CSV uploads from Allow Duplicate Contact, so enabling it does not force a duplicate CSV record. Before you import an update file, open Settings → Business Profile → Contact Deduplication Preferences and check whether Email or Phone is the primary match.

    1. Before uploading, check your CSV for repeated emails, phone numbers, Contact IDs, or other unique values. The September 16, 2026 combined import guide treats these repetitions as import errors. Remove or combine duplicates before importing or retrying the file.
    2. Open Settings → Business Profile → Contact Deduplication Preferences.
    3. Review Find Existing Contacts Based On. The guide lists Email as the default and Phone as another choice.
    4. Review Second Preferences for Search if you want a secondary matching field. For an update, include the applicable Contact ID, email, or phone in your CSV.

    Choose Update Only when your task is to revise existing records. Choose Create & Update when your list includes both existing contacts and new entries. The March 18 contact-import guide documents the update matching order as Contact ID → Email → Phone, while the deduplication guide describes your configurable email and phone preferences.

    Use contact identifiers to match contacts and the Opportunity ID to match an existing deal in your sales pipeline. HighLevel’s opportunity-import guide, updated September 17, 2026, requires the correct Opportunity ID to update an existing deal. If the CSV lacks the correct Opportunity ID, HighLevel may create another opportunity instead of updating the intended one.

    Are you allowed to text or email an imported list?

    A florist reads a tablet in her shop, from our import contacts guide
    HighLevel requires valid permission before sending SMS.

    Your import does not establish permission for SMS marketing. HighLevel’s LC Phone messaging policy, updated September 15, 2026, states: “Send SMS only to contacts who have provided valid permission.” It also states: “Consent cannot be purchased, sold, or exchanged.”

    Your email marketing needs permission too. HighLevel’s email sender requirements guide, updated June 30, 2026, says: “Only send emails to people who have given permission to receive them.” Confirm your consent process with your own counsel before enrolling imported contacts in messaging workflows.

    Before you click Bulk Import, check whether the wizard will add your contacts to a workflow. The import wizard offers workflow enrollment, and the messaging policy applies to manual texts, workflows, and bulk actions. Initial text messaging must identify the business and provide an opt-out method, and withdrawn SMS consent requires a valid new opt-in before further sending.

    What do you do when the import fails?

    An office manager takes a call at her desk, from our import contacts guide
    Click Show Stats to review import results and errors.

    Open Contacts → Bulk Actions, find your import, and click Show Stats. HighLevel’s Bulk Actions guide, updated March 23, 2026, names Download as the error-log control. HighLevel describes failed-record identifiers and actionable reasons as the error log’s typical contents.

    1. Enter the sub-account where you ran the import, then open Contacts → Bulk Actions.
    2. Locate the import and click Show Stats. Review successful records and failures, then open the Error tab described in the import guide.
    3. Use Download to save the error log. Correct the affected identifiers, field formats, or mappings and retry the failed rows.

    Do not treat Restore as an import rollback for your list. The Bulk Actions guide reserves it for eligible contact deletions, and the opportunity-import guide says completed opportunity imports have no one-click undo. Test a small sample before processing a large contact-and-opportunity file.

    What does a HighLevel account cost for your contact list?

    A business owner smiles during a phone call outdoors, from our import contacts guide
    HighLevel lists messaging usage charges separately from its subscription.

    Your monthly subscription and messaging usage are separate charges. HighLevel list price as of October 9, 2026: Starter is $97 a month, Unlimited is $297 a month, and Agency Pro is $497 a month, according to the pricing page. The page lists unlimited contacts on all plans, which does not remove the documented CSV file-size limits.

    Compare Starter, Unlimited, and Agency Pro before you choose a monthly subscription. For sub-account administration, read your contract and follow the sub-account transfer guide. Check your messaging usage rates separately from those pricing plans.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    FAQ: CSV contact imports in HighLevel

    A garage owner reads a tablet in his workshop, from our import contacts guide
    The September 22, 2026 restoration guide gives eligible deleted contacts a 60-day recovery window.

    What CSV format, columns, and file limits does HighLevel require?

    HighLevel’s February 25, 2026 CSV-format guide accepts MM/DD/YYYY, YYYY/MM/DD, MM-DD-YYYY, and YYYY-MM-DD for date fields, and you should use one format consistently. Your file must be .csv with one sheet and a header row matching standard or existing custom fields. For new contacts, include at least First Name, Email Address, or Phone Number. The February 25 guide lists a 30 MB maximum, while the March 24, 2026 getting-started guide permits up to 50MB, so keep your file below the smaller limit.

    Why is HighLevel saying my import has unmapped fields?

    Map each spreadsheet column to a destination field, or exclude that column from your import. The combined import guide names Don’t import data for unmapped columns as the option for intentionally omitted data. Map mandatory fields before proceeding.

    How do I stop a CSV import from creating duplicate contacts?

    HighLevel merges existing contacts matched by email or phone, while repeated identifiers within your CSV need separate cleanup. Use the Contact ID for an existing record, or an Email or Phone value that matches your Contact Deduplication Preferences. Remove or combine rows with repeated emails, phone numbers, Contact IDs, or other unique values before re-importing. The April 7, 2026 deduplication guide adds that changes in that panel apply automatically without a Save or Update Information button.

    How do I add tags, workflows, and opportunities during an import?

    At the initial selection, choose Contacts + Opportunities. At review, add tags or enroll the imported contacts in a workflow. For an Opportunities-only import, the September 17, 2026 guide requires Contact ID, Opportunity Name, and Pipeline in each row. Create your pipelines, applicable stages, and Opportunity custom fields first, because those custom fields are separate from Contact custom fields.

    Can I text or email imported contacts, and what will it cost?

    After you confirm permission, budget for the published email and SMS usage charges. The LC Email guide, updated August 20, 2026, lists $0.675 per 1,000 emails across all plans and charges for incoming and outgoing mail, including To, CC, and BCC recipients. The phone pricing guide, updated September 29, 2026, lists US and Canada inbound and outbound SMS at US$0.00747 per segment, plus carrier fees. If an agency manages your account, request its actual usage rates before enrolling the list.

    How do I fix import errors or clean up a bad import?

    For failed rows, open Contacts → Bulk Actions → Show Stats → Download, correct the listed problems, and re-import only those rows. For accidental deletions during your cleanup, HighLevel’s restoration guide, updated September 22, 2026, gives eligible deleted contacts a 60-day recovery window. For an eligible bulk deletion, use Contacts → Bulk Actions → the deletion job’s three-dot menu → Restore, then confirm Restore. The guide states that accounts it describes as HIPAA-compliant do not permit restoration.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want your contact list in an account that is yours?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

    Add as a preferred source on Google

  • GoHighLevel Pipeline Setup: Which Stages Does a Local Business Need?

    GoHighLevel Pipeline Setup: Which Stages Does a Local Business Need?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 17, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: Your GoHighLevel pipeline tracks potential deals through the steps of your sales process. HighLevel suggests New Lead, Hot Lead, Booked Call, No Show, Delayed and Non-responsive. Keep the names that match your process, then add each opportunity with its contact, stage, estimated value and owner.

    Your local business needs one stage for each real sales step: HighLevel suggests New Lead, Hot Lead, Booked Call, No Show, Delayed and Non-responsive as starting names.

    You have a potential job to follow up on, but your pipeline is empty. The lead’s details are in front of you, and you need somewhere to record the next step. Create stages in Opportunities → Pipelines, add or import your deals, then use workflow triggers and reporting controls to track them. This guide gives you the clicks for setup, follow-up and report checks.

    I read HighLevel’s pipeline creation guide, its opportunity creation guide and its funnel reporting guide before writing this, and they show you how to create stages, assign deals and read the reports. HighLevel’s March 27, 2026 pipeline guide calls Won and Lost stages, while its September 19, 2026 reporting guide calls them statuses. Both say you do not create them. Find the account guide for your business type in the HighLevel tutorial library.

    What is a GoHighLevel pipeline?

    A renovation contractor checks a tablet on site, from our GoHighLevel pipeline guide
    An opportunity represents a potential deal associated with a contact.

    A pipeline represents your sales process, and an opportunity represents a potential deal within it. HighLevel’s getting started guide, updated August 24, 2026, defines a stage as a step in that process and a contact as the associated person. Your contact record identifies the person, while the opportunity tracks the potential sale.

    Your opportunity ties together the contact, pipeline, stage, estimated value and assigned owner. HighLevel’s opportunity creation guide, updated July 17, 2025, describes the owner as the person responsible for the deal. Enter the estimated deal value in Opportunity Value, then select the person responsible for the deal in Owner.

    Which stages does your local business need?

    A warehouse manager checks a tablet between shelves, from our GoHighLevel pipeline guide
    HighLevel provides Won and Lost as opportunity statuses without requiring custom pipeline stages.

    Your stages should match your actual sales steps. HighLevel’s August 24, 2026 getting started guide suggests the names below and tells you to customize them for your business. Select names that fit your sales pipeline, not a required sequence. The guide also suggests Closed, omitted here because you will record outcomes in the status field.

    Names to consider How to use them
    New Lead, Hot Lead, Booked Call Choose the sales steps that match your process. Arrange sequential steps in their expected order for Funnel reporting.
    No Show, Delayed, Non-responsive Add these suggested stages where they reflect your process. Use Stages Distribution to see where open deals currently sit.
    Won, Lost Record these outcomes through opportunity status. You do not need to create custom stages for them.

    You do not need to add Won and Lost manually. The pipeline creation guide, updated March 27, 2026, calls them automatically created stages, while the reporting guide, updated September 19, 2026, calls them opportunity statuses. Both documents say you do not need to create them yourself.

    Your custom stage names do not replace the fixed outcome choices. HighLevel’s status guide, updated July 3, 2024, specifies 4 status types: Open, Won, Lost and Abandoned. HighLevel does not let you edit those names, so use stages for the steps and the status field for the outcome.

    How do you set up a GoHighLevel pipeline?

    A business owner sets up his laptop at a clean desk, from our GoHighLevel pipeline guide
    Pipeline names must be unique within a sub-account.

    Open Opportunities → Pipelines to create your pipeline, then add the stages and deals you need. The March 27, 2026 pipeline creation guide requires a unique pipeline name within your sub-account. Each stage name must also be unique within its pipeline.

    1. Open your Sub-account. Click Opportunities in the left sidebar, then select Pipelines in the top navigation.
    2. Click Create new pipeline in the top-right corner. Enter Pipeline Name and click Save.
    3. Enter a Stage Name. Click Add stage for additional stages, then use the up and down arrows to put them in order.
    4. In the pipeline’s Stages tab, select a color for each stage and choose Default (no color), Colored dot or Background tint.
    5. Set report visibility with each stage’s funnel and pie-chart icons, then save your pipeline changes.
    6. Return to Opportunities and click + Add Opportunity at the top right.
    7. Select a saved Primary Contact or enter details for a new contact. Enter email and phone manually if unavailable.
    8. Enter an Opportunity Name or retain the default contact name, then select Pipeline and Pipeline Stage.
    9. Set Opportunity Status and Opportunity Value. Assign Owner, add Followers and fill in Opportunity Source if needed.
    10. Click Add/Manage Fields to manage custom fields.
    11. Click Create. Verify the opportunity appears in your pipeline.

    The March 27, 2026 pipeline guide lets you choose a destination for deals when deleting a stage. HighLevel moves those deals to your selected stage. To delete a stage:

    1. Open the pipeline and click the delete icon beside the stage.
    2. Select a destination stage for its existing opportunities.
    3. Confirm deletion. HighLevel moves the opportunities to the selected stage.

    Your new opportunity defaults to Open, according to Editing Opportunities, updated August 27, 2026. To change its stage later, follow the July 17, 2025 creation guide: drag the card into the desired stage column or open the Edit Drawer and select Stage. To change its outcome, drag the card onto the status target at the bottom, as the editing guide describes.

    In Owner, select the person handling your opportunity. That assignment concerns the deal. For your agency arrangement, read your contract. If you run a contractor business, use our contractor account and agency markup guide to review that arrangement.

    For a spreadsheet, follow HighLevel’s September 17, 2026 import guide. Create your destination pipelines, stages and any Opportunity custom fields first. Prepare a CSV under 30 MB, then follow these steps:

    1. Open Opportunities → Import. Select Opportunities when your contacts already exist in HighLevel, or Contacts + Opportunities to import both.
    2. Upload the CSV, confirm upload success and review file warnings.
    3. Choose whether to create or update records. For updates, include and map the correct Opportunity ID.
    4. Map each CSV column to its HighLevel field. For an Opportunities-only import, map Contact ID, Opportunity Name and Pipeline, then any optional fields.
    5. Leave unwanted columns unmapped and confirm Don’t import data for unmapped columns. Enable Don’t update Empty Values to preserve existing values where update cells are blank.
    6. Review mappings, required fields, warnings, excluded columns and empty-value settings, then start the import.
    7. Open Bulk Actions, locate the import and click Show Stats. If rows failed, open Error, download the error log, correct those rows and re-import only the corrected records.

    How do pipeline changes start workflow automation?

    A mechanic reads a tablet beside an open engine bay, from our GoHighLevel pipeline guide
    Manual stage changes trigger matching Pipeline Stage Changed workflows.

    Use Pipeline Stage Changed when your opportunity moves between stages. HighLevel’s stage trigger guide, updated February 26, 2026, says manual moves also trigger matching workflows. Before you drag cards during cleanup, check the filters because each matching move triggers the workflow.

    1. Go to Automation → Workflows. Click Create New Workflow or open an existing workflow.
    2. Click + Add New Trigger, search for Pipeline Stage Changed and select it.
    3. Name your Trigger with a clear description of its purpose.
    4. Set In Pipeline to your pipeline and Pipeline Stage to the destination stage that should start the workflow.
    5. Define the follow-up actions, such as notifying the assigned sales representative or creating a follow-up task. Click Save Trigger, then Publish to activate the workflow.
    6. Move an opportunity through the relevant stages, then confirm that each configured action runs.

    Choose Opportunity Status Changed for an outcome change such as Open to Won. Its February 26, 2026 guide lists Moved From Status, Moved To Status, In Pipeline and Pipeline Stage filters. Your Pipeline Stage filter limits which deals qualify. Only a status change starts this workflow.

    A Stale Opportunities trigger still needs actions before it performs your follow-up. HighLevel’s April 27, 2026 stale opportunities guide explicitly tells you to configure actions after setting the trigger. Add the required reminder, internal notification or stage movement instead of treating the trigger alone as finished marketing automation.

    Why do your pipeline reports show different totals?

    A site manager studies a tablet at a construction site, from our GoHighLevel pipeline guide
    Stages Distribution shows the current placement of open opportunities.

    Funnel measures progression, while Stages Distribution shows where your open opportunities currently sit. The September 19, 2026 reporting guide says later-stage deals contribute to applicable earlier Funnel sections. Use Stages Distribution to see the stage that currently holds each open opportunity. The widget shows Won and Lost separately.

    Your Funnel reporting period uses the opportunity’s last status-change date rather than its Created date. The same guide requires Dashboard Stats permission and access to the dashboard containing the widget. Check the last status-change date, Dashboard Stats permission and dashboard access before you call the totals wrong.

    1. From your sub-account, open Opportunities → Pipelines and open the pipeline.
    2. Locate its stages. Use the funnel icon to control Funnel visibility and the pie-chart icon to control Stages Distribution visibility.
    3. Save the pipeline changes.

    Before you judge a lost deal, review each change to its status. The August 27, 2026 editing guide says marking an opportunity Lost allows you to add a lost reason. The February 26, 2026 status trigger guide says its trigger activates each time the status changes, so review workflow conditions before repeatedly changing outcomes.

    What does a HighLevel account cost for your pipeline?

    A shop owner packs orders at his worktable, from our GoHighLevel pipeline guide
    HighLevel lists CRM & Pipelines among its core features.

    HighLevel list price as of October 9, 2026: Starter costs $97 a month, Unlimited $297 a month and Agency Pro $497 a month. The published pricing plans list CRM & Pipelines and Workflow Automation among core features. HighLevel charges separately for telecommunications and AI usage in addition to your monthly subscription.

    The pricing page lists email marketing, SMS marketing, reputation management, social media management and the mobile app among the platform’s features. Add telecommunications and AI usage charges to the monthly subscription when you compare account costs. For your gym’s account costs, read our gym account ownership and membership billing guide.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    GoHighLevel pipeline setup FAQ

    An older business owner on a phone call at his desk, from our GoHighLevel pipeline guide
    View Only permits users to update their assigned opportunities.

    How do I import opportunities from a spreadsheet?

    Open Opportunities → Import, upload your CSV, map its columns, then review failed rows under Bulk Actions → Show Stats → Error, as detailed in the CSV import steps. The September 17, 2026 import guide warns that missing or incorrect Opportunity IDs risk creating another deal instead of updating one. Test a small sample because completed imports have no one-click undo. For Opportunities-only imports, you do not need contact Name, Email or Phone fields when a valid Contact ID identifies the existing contact.

    Why does View Only still let someone move opportunities?

    View Only protects the pipeline structure while allowing users to move or update their assigned opportunities. HighLevel’s February 9, 2026 permissions guide distinguishes this from No Access, which hides the pipeline completely. Admins retain full access, and HighLevel blocks access removal while a user owns opportunities in that pipeline, so reassign those deals first. To review your settings, open Opportunities → Pipelines → Key icon → Manage permissions, choose the sharing mode and access level, then click Save.

    How do I see opportunities from every pipeline together?

    Use your Opportunities top-right toggle to switch to List View, then select All Pipelines from the Pipeline dropdown. HighLevel’s August 28, 2026 List View guide says All Pipelines is unavailable in Board view because a board uses a single pipeline’s stages. Sorting by stage in All Pipelines falls back to Created date.

    Why won’t my workflow move a deal to an earlier stage?

    For the Update Opportunity action, enable Allow Opportunity to Move to Any Previous Stage. HighLevel’s August 7, 2025 action guide identifies that toggle as the requirement for backward movement. Your stage-change workflow still triggers on backward moves when its conditions match, according to the February 26, 2026 stage trigger guide.

    Do I need workflows before adding my first opportunity?

    No, your initial setup does not require workflows. The August 24, 2026 getting started guide says you have a choice of manual creation, CSV import, workflow automation or a combination of those methods. Its automation example uses Form Submitted with Create/Update Opportunity, with Allow Opportunity to Move controlling updates when a record re-enters. After you publish that workflow, future submissions to the selected form place leads in your chosen pipeline and stage.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want a pipeline you own from the first stage?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

    Add as a preferred source on Google

  • GoHighLevel Reporting: Which Reports Should a Local Business Read Every Week?

    GoHighLevel Reporting: Which Reports Should a Local Business Read Every Week?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 16, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: Review your ad spend, lead sources, calls, appointments and won opportunities weekly with GoHighLevel reporting. Match dates and account filters before comparing totals. Custom reports support scheduled email delivery of Google Ads widgets.

    Each week, read ad spend and Contacts by Source on your Dashboard, booking statuses in Appointment Report and, on Agency Pro, calls in Call Reporting and won opportunities in Agent Reporting.

    Your ad bill is open, but what happened after the clicks? Start with Contacts by Source for lead sources and Appointment Report for booking outcomes, adding Call Reporting for unanswered calls on Agency Pro. Below are connection steps, filters and counting rules.

    I read HighLevel’s appointment report guide, its attribution guide and its custom reports guide before writing this, and they explain your booking statuses, lead sources and export limits. Review campaign tracking, appointment scheduling and pipeline management separately. Find your next account guide in the GHL.Support tutorial library.

    Which GoHighLevel reporting views should you read weekly?

    A business owner works at his laptop by the window, from our GoHighLevel reporting guide
    Call Reporting shows first-time call statuses and average and total duration.

    Start your weekly review with ad spend and lead sources. Follow with call statuses, booking statuses and won opportunities. Choose the view below.

    Your weekly question View and number to read
    What did advertising cost? Google Ads or Meta Ads dashboard widgets: spending, clicks and conversions.
    Where did contacts come from? Contacts by Source: recorded latest attribution, with the exclusions explained below.
    Which calls went unanswered? Reporting → Call Reporting (Agency Pro): incoming-call statuses and phone-number filters.
    What happened to bookings? Reporting → Appointment Report: booking statuses, cancellations and reschedules.
    What did the team win? Reporting → Agent Reporting (Agency Pro): opportunities, conversions and the won-opportunity leaderboard.

    HighLevel’s Appointment Report guide, updated April 29, 2025, separates statuses, sources, channels, calendars and users. Top calendars rank by booking count. Compare your cancellations and reschedules too.

    HighLevel’s Call Reporting guide, updated June 26, 2024, covers your incoming/outgoing calls by phone number. First-Time Calls shows incoming-call statuses and average and total duration. Top Call Sources shows total calls, deals won and duration. The historical table lists incoming/outgoing calls, and you choose CSV export columns. Its Agent Reporting guide, updated March 29, 2024, covers staff opportunities, SMS, email and call metrics.

    How do you set up GoHighLevel reporting for ads?

    A marketer works on her laptop at a cafe, from our GoHighLevel reporting guide
    HighLevel’s Facebook ad setup guide calls for Facebook Pixel and Conversion API in Workflows for landing-page traffic.

    Connect your ad account first. HighLevel’s Google Ads widgets guide, updated July 14, 2026, documents spending, clicks, impressions and conversions. Check widget accounts.

    1. Confirm you have permission to view or edit dashboards and create or schedule reports.
    2. Open sub-account → Settings → Integrations → Google Ads. Connect a Google user with administrator or Google Ads manager access. Verify the correct Manager account (MCC) and client Ad account IDs.
    3. In Google Ads, open Account Settings → Tracking → Tracking template. Paste HighLevel’s template from its Google ad setup guide, updated September 30, 2022. Run a test and fix active-campaign errors.
    4. Add the Google ad setup guide’s Step 4 precautionary script as a backup when the UTM template misses attribution.
    5. Open Dashboards → your dashboard → Edit dashboard → + Add widget.
    6. Select Google Ads → Total cost, Total conversions or CPC (cost per click).
    7. Check Integration → Email, Manager account (MCC) and Ad account, then Save changes.

    Facebook Ads reporting needs your connection under Settings → Integrations → Facebook (LeadConnector). HighLevel’s Meta Ad Widgets guide, updated January 15, 2026, requires Business Manager, ad-account and page permissions. Each sub-account needs its own connection.

    1. For landing-page traffic, set up Facebook Pixel and Facebook Conversion API in Workflows per the Facebook ad setup guide.
    2. Confirm you have permission to manage Ad Manager connections, edit dashboards and create or schedule reports.
    3. In Ads Manager, select your campaign, then Manage ads → Ads → Edit → Tracking → Build a URL parameter, per the Facebook ad setup guide, updated November 7, 2022.
    4. Use unique campaign, ad-set and ad names. Keep names unchanged. If renaming, create a new campaign, ad-set or ad, otherwise CRM attribution retains the original campaign. Exclude special characters and emoji from tracked parameters.
    5. Set Campaign Source to fb_ad, Campaign Medium to {{adset.name}}, Campaign Name to {{campaign.name}} and Campaign Content to {{ad.name}}. Click Add Parameter, set campaign_id to {{campaign.id}}, then Apply. Ad previews omit these parameters.
    6. Open Dashboard, select your dashboard, then Edit Dashboard → Add Widget.
    7. Choose a chart type and Meta Ads metric.
    8. Set campaign and date filters, then Save.

    For empty Google widgets, check connection, dates and Conditions. If Reporting shows spending, check your widget’s Integration account. For blank Meta widgets, check account selection, LeadConnector permissions, campaign filters and dates.

    How does attribution show where your leads came from?

    A mechanic smiles at a tablet in his garage, from our GoHighLevel reporting guide
    Latest Attribution changes after a subsequent recorded interaction.

    First Attribution records your contact’s initial interaction. Latest Attribution changes after another recorded interaction. HighLevel’s attribution guide, updated August 26, 2026, explains that distinction for your attribution report.

    1. Open Contacts → your contact.
    2. Open Activity → bottom-right attribution.
    3. Compare First Attribution and Latest Attribution.

    Your Contacts by Source and Contacts by Medium widgets filter by Latest Attribution. HighLevel’s Contacts Widgets guide, updated June 18, 2026, excludes contacts without attribution. These lead generation totals exclude unattributed contacts.

    Your native forms, surveys, calendars, chat widgets and order forms record attribution after supported submissions. Paid-source templates require matching, case-sensitive UTM parameters. Follow these attribution rules:

    1. Use utm_source=adwords for Google and utm_source=fb_ad for Facebook.
    2. Keep form submissions on the ad’s final URL, without redirecting visitors elsewhere.
    3. Keep HighLevel’s templates intact without custom UTM additions.

    For your website, HighLevel’s External Tracking guide, updated August 26, 2026, requires the account’s tracking script. Fields must be readable HTML. External Tracking does not support iframes or third-party widgets that hide their inputs.

    1. Have your website editor verify a valid HTML form, named inputs and visible DOM fields.
    2. Include email for contact creation or matching.
    3. Open Settings → External Tracking → Copy Script. Keep the account’s tracking ID unchanged.
    4. Install the script before the closing body tag on every page.
    5. Submit a test form, then open Sites → Forms → Submissions → External Forms.
    6. Check contact records and activity details for captured fields and unmapped data.

    Why do report totals disagree?

    A business owner leans in to check her laptop, from our GoHighLevel reporting guide
    The number-pool guide directs you to Reporting → Call Report to check source and keyword attribution.

    Compare your date range, phone-number or staff filter, and each metric’s definition. HighLevel’s Reporting FAQs document, updated March 8, 2024, says Call Reporting follows phone numbers while Agent Reporting follows staff members. Location dashboard revenue sums won-opportunity monetary values, not payments received. Facebook Ad Reporting revenue comes from Opportunity data, not Facebook’s platform, and requires two workflows to integrate conversion data.

    Your Google Ads call count does not feed Call Reporting. Website call tracking requires a number pool and script. The number-pool guide, updated September 1, 2026, requires at least 4 numbers and bills each at your account’s standard number rate.

    1. Open Settings → Phone Numbers → + Add Number → Add Number Pool → Visitors Activity. Select All visitors, then Next: Create Pool.
    2. Name and size the pool. Set an external forwarding number and the website number to swap. Acknowledge the number purchase, then Next: Choose Numbers.
    3. Select tracking numbers → Next: Number Features. Review whisper-message and recording options, then Activate Number.
    4. Open the pool’s three-dot menu → Number Pool Info. Copy Normal Snippet Code.
    5. Open Sites → Funnels or Websites, select your site → Settings. Paste the snippet at the bottom of Body Tracking code, then Save.
    6. Test number swapping in an incognito browser. For PPC search, use an actual Google ad. For All Except Direct, follow a link from another webpage.
    7. Verify attribution: Reporting → Call Report → Keyword column and source attribution. Scroll right → arrow-down button for the visited link.

    Your General Widgets have independent dates. The General Widgets guide, updated October 6, 2026, documents comparisons with Last period or Last year. Read each widget’s displayed date property and range.

    1. Open Dashboard → Edit dashboard.
    2. Hover over your widget → three-dot menu → Edit.
    3. Open Configure → Advanced settings. Inspect Date property, Date range override and Comparison date range.
    4. Set the comparison period, then Save.

    Dashboard Quick Filters do not affect your General Widgets in that release. Where available, Conditions saves filters determining which records a General Widget counts. Compare each widget’s saved Conditions, Date property and Date range override.

    How do you export or automatically email reports?

    A team lead takes a call at her laptop, from our GoHighLevel reporting guide
    Email and PDF table widgets show only the first 100 records.

    Build, download or schedule under your Reporting → Custom Reports menu. HighLevel’s custom reports guide, updated August 6, 2026, includes multiple dashboards and custom reports on all three plans. HighLevel list price as of October 9, 2026: the published plan comparison lists Starter at $97 a month, Unlimited at $297 a month and Agency Pro at $497 a month.

    1. Open Reporting → Custom Reports and click New Report.
    2. Start from scratch or convert your dashboard. Rename the report atop the builder, including the reporting period.
    3. In Page Properties on the right, customize or remove the cover and set logo, headers and background color.
    4. Add widgets with the left + icon, titles and sections through Elements Menu, and preset or custom themes through Themes.
    5. Add pages with + above or below a page. Page Icon lists pages to drag, reorder and rename.
    6. Click Download for PDF, or Save → Send or Schedule.
    7. Set frequency, time and date range. Enable Compare With for trends and Widget-Level Date Settings to retain individual dates.
    8. Enter Sender Email, Subject, Recipients and any Optional Email Body.
    9. Send a test email, then Save and Schedule.

    Your email and PDF tables show only the first 100 records without drill-down charts. Recipients need a HighLevel login for the complete report or dashboard dataset. PDFs exclude images and iframes.

    Your builder uses browser timezone. Email preview uses sub-account timezone, and Google or Facebook data uses ad-account timezone. Compare your monthly subscription plans in the Starter, Unlimited and Agency Pro comparison.

    What does a direct HighLevel account cost?

    An older business owner on a call at his laptop, from our GoHighLevel reporting guide
    View permission gives you read-only dashboard access.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    If an agency manages your account, ask its administrator about dashboard permissions and read your contract. HighLevel’s dashboard permissions guide, updated February 2, 2026, documents role-based access, including read-only access. Read our white label CRM guide for the account-access terms.

    GoHighLevel reporting FAQ

    A cafe owner smiles over a cup of coffee, from our GoHighLevel reporting guide
    Custom report emails keep the values HighLevel captures when it generates each email.

    Where do I find reports in my GoHighLevel sub-account?

    Your Reporting menu contains Appointment Report and Custom Reports, plus dedicated Call Reporting and Agent Reporting on Agency Pro. Only dashboard owners or roles with Full permission change dashboard sharing permissions. HighLevel’s dashboard permissions guide, updated February 2, 2026, specifies the dashboard’s three-dot menu → Manage Permissions → Private off → sharing permissions → Save.

    Which report should I use for ads, leads, calls, appointments or staff?

    Use Google Ads or Meta Ads widgets for your spend and conversions, Contacts by Source for attributed leads, Call Reporting for incoming/outgoing calls, Appointment Report for booking statuses and Agent Reporting for staff opportunities. Most Popular Days shows the busiest booking weekdays.

    What do first and latest attribution mean?

    First Attribution keeps your contact’s first recorded interaction. Latest Attribution records the most recent one. The August 26, 2026 guide illustrates this with a contact form submission followed by an order-form purchase: only Latest Attribution changes.

    How do I change dates, compare periods and explain mismatched totals?

    Match your General Widget’s Date property, Date range override and Comparison date range. The February 2, 2026 permissions guide says Only Assigned Data limits dashboard widgets to the user’s assigned records. Matching dates does not remove that restriction.

    Can I automatically email my Google Ads report every month?

    Yes, the July 14, 2026 Google Ads widgets guide supports monthly custom-report emails. Your email recipients need no HighLevel accounts, per the August 6, 2026 custom reports guide. Dashboard share links require authentication.

    How do I export a report or email it automatically?

    Use Download for your PDF or Save → Send or Schedule for email delivery. The August 6, 2026 guide says emails capture values when generated. Later report changes leave sent emails unchanged.

    Why does my dashboard show different numbers from the Facebook Ads report?

    Your dashboard revenue totals won-opportunity monetary values. Facebook Ad Reporting revenue comes from Opportunity data through two conversion workflows. The March 8, 2024 Reporting FAQs say its Sales count needs the Lead Event workflow and counts Facebook lead opportunities marked WON.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want reports from an account you hold the keys to?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

    Add as a preferred source on Google

  • GHL Contact First Name: How Does the {{contact.first_name}} Merge Field Work?

    GHL Contact First Name: How Does the {{contact.first_name}} Merge Field Work?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 15, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: The GHL contact first name merge field is {{contact.first_name}}, which inserts your recipient’s saved first name. In the message editor, open the field picker and select Contact → First name. For an email with a missing name, add fallback text through the tag’s Default Text editor.

    Select Contact → First name in your editor’s picker to insert {{contact.first_name}}, which HighLevel replaces with the recipient’s saved First Name, then save and test the message.

    You open a draft and see “Hi ,” where your customer’s name should be. You need to fix that greeting before the message goes out. Insert the saved first name through the editor’s picker, then give an empty email field a fallback. Use the steps below to save First Name, insert {{contact.first_name}}, fix a blank or raw token, and test your greeting.

    I read HighLevel’s merge-field list, its email fallback guide and its email preview guide before writing this, and you need a saved First Name and the right contact record to insert a recipient’s name. A contact field needs a contact, while an appointment field needs an appointment. HighLevel’s merge-field and email fallback guide, updated October 2, 2026, explains why correct spelling alone does not supply missing data.

    What is the contact first name merge field in GHL?

    A restaurant owner works behind his counter, from our GHL contact first name guide
    The editor’s picker inserts {{contact.first_name}} into your greeting.

    HighLevel inserts your recipient’s saved first name from {{contact.first_name}} when it generates supported content. HighLevel’s merge-field list, updated September 1, 2026, separates it from {{contact.name}}, which inserts the full name. Use the first-name field for a personal greeting in your email marketing or SMS marketing message.

    1. Open your supported email or SMS message editor and place the cursor after the greeting.
    2. Click Merge Field, Custom Value, or the { } icon, according to the editor you are using.
    3. Search for the first-name field or open its Contact category, then select First name.
    4. Review the complete sentence around {{contact.first_name}} and save your changes.
    5. Test using a contact whose First Name contains data before activating your workflow automation.

    Your first-name greeting uses HighLevel’s built-in standard First Name field. Custom fields store information that differs by contact or another record. Custom values store reusable information, such as a shared support email address.

    Use Contact fields for your recipient’s data, Account fields for account data, and Appointment fields for booking data. HighLevel groups contact, account, and appointment fields separately. For your appointment reminders, the workflow needs an appointment record to supply its time or reschedule link.

    Information you need Field and required record
    Recipient’s first name {{contact.first_name}} retrieves First Name from the contact.
    Recipient’s full name {{contact.name}} retrieves the contact’s full name.
    Your account name {{location.name}} retrieves the account name.
    Appointment start {{appointment.start_time}} requires an appointment record.
    Reschedule link {{appointment.reschedule_link}} retrieves the appointment’s reschedule link.

    Where does GHL get the contact first name from?

    A florist checks a tablet beside her flower displays, from our GHL contact first name guide
    Integrate provides embed code or a direct link for publishing your First Name form.

    HighLevel reads your contact first name from the saved First Name field on the contact record. Add an individual name manually, collect new names with a form, or map existing names from a CSV. Store each name in that standard field so your greeting retrieves the right value.

    1. For manual entry, open Contacts → Smart Lists → + Add Contact, enter First name and the other contact details, then click Save. These are the steps in the contact creation guide, updated August 17, 2026.
    2. For a form, open Sites → Forms → + Create New Form and choose a blank form or template. Add First Name, choose whether to require it, then save and preview the form. Submit test information and review it in the Submissions tab, following the contact form guide, updated September 10, 2026. Click Integrate, then copy the embed code to add the form to a website or use the direct form link to share it independently.
    3. For a CSV, open Contacts → Import, select Contacts, and click Next. Confirm the format, upload your file, and map its first-name column to First Name. Complete the import details and click Bulk Import, as described in the import guide, updated March 24, 2026. Wait for the contacts to finish importing.

    A new lead’s form submission creates a contact record for your follow-up. HighLevel lists First Name and Last Name as standard form fields and First Name as a standard import field. Store the name in the standard First Name field instead of creating a duplicate field.

    What shows when the contact first name is empty?

    A boutique owner on a call beside her laptop, from our GHL contact first name guide
    An email fallback applies to its individual tag occurrence.

    Set a fallback so an empty first-name field does not leave a blank in your email greeting. Add there as the default to get “Hi there,” when the saved name is missing. HighLevel’s email fallback instructions, updated October 2, 2026, document this for templates, workflow emails, campaign emails, and bulk emails.

    1. Create or edit your email and insert the first-name field through the picker.
    2. Click the inserted tag to open the Default Text editor.
    3. Enter there as the fallback text, then click Save.
    4. Repeat for each occurrence that needs a default, including the subject, preview text, and body.
    5. Send a test using a contact whose First Name is blank and inspect the resulting greeting.

    The fallback changes your generated email without filling the contact’s CRM record. Each occurrence keeps its own default, so setting a body greeting does not set the subject’s default. HighLevel’s dedicated default-values guide, updated May 21, 2026, also says saved contact information takes precedence over fallback text.

    HighLevel’s September 1 overview and October 2 email fallback guide conflict. The merge-field overview, updated September 1, 2026, says HighLevel does not support fallback values. The October 2 email fallback guide explicitly documents them, so follow that guide’s Default Text instructions for your emails.

    How do you fix and test a first-name message?

    A business owner taps a tablet by the window, from our GHL contact first name guide
    Preview and Test Email let you check a campaign or template before sending.

    If your message shows raw braces, delete the token and reinsert it through the picker in a supported editor. If the field renders blank, check the saved value and confirm that the action has the required record. HighLevel’s October 2, 2026 email fallback guide gives separate fixes for a raw token, a blank value, and a missing fallback. Reinsert a raw token, restore missing contact data, or save a fallback for the affected email tag.

    What you see What to check
    Empty name Confirm the contact has a saved First Name and the action has access to that contact.
    Raw token Reinsert through the picker and confirm the editor supports that field.
    Email fallback missing Confirm you saved the default for that specific tag in a supported email area.
    Send action fails Inspect missing closing braces or extra opening braces across the message.

    HighLevel’s guide warns that one invalid or malformed custom value risks stopping your entire action from firing. The send-error checklist, updated July 1, 2026, identifies missing closing braces and extra opening braces in email and SMS. Keep the documented token intact, including its lowercase letters and the underscore in first_name.

    Correct a name’s capitalization with a formatting action when your automation needs it. HighLevel’s Text Formatter guide, updated February 5, 2025, lists Title Case and Capitalize as separate operations. Title Case changes each word’s initial letter, while Capitalize changes the initial letter of the first word.

    1. Open Automation → Workflows and click Create Workflow, or edit an existing workflow.
    2. Click the plus (+) button and select Text Formatter.
    3. Choose Title Case to capitalize the first letter of every word or Capitalize to change the first letter of the first word, then select Contact → First Name.

    Preview and send a test before using your finished greeting. HighLevel’s email preview and testing guide, updated September 21, 2026, lists these Preview and Test Email controls for campaigns and templates. Review both the rendered name and the surrounding sentence.

    1. Open Marketing → Emails → Campaigns/Templates, select the item, and switch to Design Editor.
    2. Click Preview at the top right and check Desktop, Tablet, and Mobile views.
    3. Click the Three Dots beside Preview, then Test Email.
    4. Set Sender Email, Sender Name, Receiver Email, Preview Text, and Email Subject.
    5. Click Send Test Email and inspect the received message.

    In your workflow’s Send Email action, use Test Emails and Send Test Mail. HighLevel’s Send Email guide, updated April 24, 2026, documents Test Emails and Send Test Mail. For a blank merge field in a workflow test, check the contact’s saved data and the records the trigger or action supplies before saving the action.

    1. Open the Send Email action in your workflow.
    2. Enter your email address in Test Emails and click Send Test Mail.
    3. Inspect the received content and formatting, then click Save Action.

    What does a HighLevel account cost?

    A business owner at an outdoor cafe table with her laptop, from our GHL contact first name guide
    Every HighLevel account includes Contact First Name as a standard field.

    HighLevel includes Contact First Name as a standard field in every account, as its September 1, 2026 merge-field overview explains. HighLevel list price as of October 9, 2026: $97 a month for Starter, $297 a month for Unlimited, and $497 a month for Agency Pro. Compare Starter, Unlimited, and Agency Pro in the pricing plans comparison before choosing your monthly subscription. On October 9, 2026, HighLevel’s pricing page said your subscription covers platform features and lists separate usage charges for sent emails and text messaging. Having the First Name field in your account does not remove those sending costs.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    The GHL.Support tutorial library lists more HighLevel setup procedures. For gym account ownership and membership billing, use the gym guide. Before sending your greeting, test the message with the contact record that supplies the expected First Name.

    Contact first name FAQ

    A boutique owner beside a rack of clothes, from our GHL contact first name guide
    A contact field needs a contact, and an appointment field needs an appointment.

    How do I insert a contact’s first name into an email or SMS?

    Use the supported editor’s field picker, or type / in a workflow text field to search for a value. HighLevel’s workflow dynamic-value guide, updated September 17, 2026, says blue chips indicate an available value, yellow chips indicate unavailable workflow context, and red chips indicate an unrecognized value. A yellow chip warns you about missing context without blocking saving or publishing.

    What happens when the first name is missing, and how do I add an email fallback?

    Click your email tag, enter fallback text in Default Text, and save it. A green tag has a default, while a grey tag does not. Hover over a configured tag to see its default, or click it again to edit that text.

    How does HighLevel get the first name from forms, imports or manual entry?

    Manual entry, forms, and imports save First Name on your contact record. Edit an existing record through Contacts → Smart Lists. Select the contact, click the Contact Name, edit its details, and save your changes. Your account configuration controls which fields appear during contact creation.

    How do I fix capitalization, wrong braces, spaces or a missing name?

    Use Text Formatter for capitalization and the picker for supported syntax, then inspect your saved contact name. Workflow Builder accepts spaces immediately inside braces, according to the September 17 dynamic-value guide. Its rule differs from letter case: the merge-field overview explicitly says field names are case-sensitive.

    Where do merge fields work in workflows, templates, funnels and trigger links?

    In your workflow text field, type / to find and insert the value, then click its chip to replace it if needed. In email templates and campaigns, use the picker in the body or subject line, as described in HighLevel’s September 17, 2026 dynamic-value guide. Website and funnel personalization requires stored visitor data from a previous form submission or appointment booking, and field support depends on your editor and available records. For trigger-link destinations, the HiRise trigger-link guide, updated October 15, 2025, documents a {} picker for fields including first name.

    How do I test the message, and does personalization cost extra?

    Preview and Test Email check your campaign or template, while Send Test Mail checks your workflow’s Send Email action before Save Action. HighLevel disables unsubscribe actions in test emails, so an inactive unsubscribe link does not signal a name-field failure. Every account includes Contact First Name as a standard field, while HighLevel’s October 9, 2026 pricing page lists usage charges for sent SMS and email.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want to send your first message from an account that is yours?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

    Add as a preferred source on Google

  • HighLevel AI Pricing: What Does AI Employee Unlimited Cost, and What Still Bills by Use?

    HighLevel AI Pricing: What Does AI Employee Unlimited Cost, and What Still Bills by Use?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 14, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: Choose from three HighLevel AI pricing plans: Pay-Per-Use, Growth or Unlimited. AI Employee costs extra beyond your platform plan, and Phone System usage, Agent Studio and certain workflow actions still bill separately on Unlimited.

    AI Employee Unlimited costs you $97 per enabled location per month at the HighLevel list price as of October 9, 2026, but fair use applies and Phone System usage, Agent Studio and certain workflow actions still bill separately.

    You found an AI charge beside your platform subscription. Your bill still shows usage charges despite the word Unlimited. You buy AI Employee separately from your platform plan, and your AI plan covers only its listed products. This guide gives you the prices and steps to trace charges and block extra AI usage.

    I read HighLevel’s AI pricing guide, its usage dashboard guide and its usage limits guide before writing this, and you should compare Billing Coverage with Charged to Wallet. HighLevel’s pricing page carried these rates on October 9, 2026. Compare the platform pricing plans, then confirm your in-app pricing before changing billing.

    What are the HighLevel AI pricing plans?

    An online seller works at her laptop between orders, from our HighLevel AI pricing guide
    HighLevel bills AI Employee Growth and Unlimited per enabled location.

    HighLevel gives your location three AI choices: Pay-Per-Use, Growth and Unlimited. The HighLevel list price as of October 9, 2026 is $50 a month per sub-account for AI Employee Growth and $97 a month per sub-account for AI Employee Unlimited. The separate platform subscriptions cost $97 a month for Starter, $297 a month for Unlimited and $497 a month for Agency Pro on the pricing page.

    AI plan Monthly charge and included usage
    Pay-Per-Use No monthly AI subscription fee. HighLevel bills supported activity by usage, including Conversation AI input and output tokens.
    AI Employee Growth $50 per enabled location per month. Includes 1,000 Conversation AI responses and 100 Voice AI minutes per month.
    AI Employee Unlimited $97 per enabled location per month. Includes unlimited Conversation AI, Voice AI, Reviews AI and Content AI, subject to fair use.

    Inbound calls, outbound calls and the voice widget share your Growth voice allowance. The AI Product Pricing guide, updated September 28, 2026, documents the allowances above and bills additional Growth usage at applicable pay-per-use rates. Your usage-limit setting determines whether AI continues after Growth’s allowance ends.

    Your platform includes CRM, email marketing, SMS marketing, workflow automation and reputation management features. AI Employee appears separately under optional add-ons. Pay-per-use Conversation AI counts input and output tokens, including conversation history and knowledge-base content, so compare recorded usage and model rates.

    What does AI Employee Unlimited cover?

    A business owner on a phone call in her office, from our HighLevel AI pricing guide
    Agent Studio remains pay-per-use on AI Employee Unlimited.

    Your Unlimited subscription covers supported Conversation AI, Voice AI, Reviews AI and Content AI, subject to fair use. Phone System charges remain separate, and Agent Studio stays pay-per-use on every plan. The AI tools guide, updated October 5, 2026, also separates included workflow-building assistance from separately priced premium actions and external models.

    Product or activity What Unlimited means for your bill
    Conversation AI and Voice AI Unlimited supported AI usage, subject to fair use. Phone calls still incur separate Phone System charges.
    Reviews AI and Content AI Unlimited supported usage, subject to fair use. Growth includes this coverage too.
    Ask AI and AI Studio Three times Growth’s included usage capacity within a rolling five-hour window.
    Managed Agents 1,000 runs per month on Unlimited, compared with 100 on Growth.
    Conversation AI and Voice AI Prompt Optimizers Unlimited usage, subject to fair use. Growth has defined message or minute allowances.
    Funnel & Website AI Free with a limit of 1,000 prompts per day per location across all plans.
    Email AI and Knowledge Base Included at no additional cost across all plans, subject to fair use.
    Agent Studio Pay-per-use, including on Unlimited.
    Workflow AI The builder and Generate with AI are free with limits. Premium actions and external models have separate pricing.

    Your AI Studio allowance does not cover Agent Studio. AI Studio creates web experiences such as landing pages, while Agent Studio manages AI agent logic and tools. Check the product name when reviewing a charge for your funnels or automation workflows.

    Ask AI and AI Studio limit your usage within a rolling five-hour window. The AI glossary, updated September 9, 2026, gives Unlimited three times Growth’s capacity. Requests have no fixed usage amount or charge because task complexity, context, models and output affect usage.

    How does Voice AI affect HighLevel AI pricing?

    A business owner answers a call at her home office desk, from our HighLevel AI pricing guide
    Phone System charges remain separate from Voice AI coverage.

    Your traditional pay-per-use Voice AI bill includes voice processing, speech generation, model tokens and phone charges. The September 28, 2026 pricing guide gives this formula: call duration in minutes × (Voice Engine rate + selected text-to-speech rate) + model-token cost + applicable Phone System charges. The Voice Engine component is $0.045 per minute, effective 2026-05-20.

    Your selected speech provider and AI model affect the remaining charges. The Voice AI pricing breakdown lists OpenAI text-to-speech at $0.015 per minute. Speech-to-speech uses separate bundled AI rates: $0.10 per minute for Google and $0.20 per minute for OpenAI. The traditional formula does not apply to those bundles.

    Unlimited includes your supported inbound, outbound and widget Voice AI minutes, subject to fair use. The AI Employee access guide, updated September 14, 2026, explicitly keeps the telecommunications portion separately billable. When a call appears on your bill, identify whether the line represents covered AI processing or separate Phone System usage.

    Where do you check AI charges and agency rates?

    An older business owner takes notes during a phone call, from our HighLevel AI pricing guide
    Agency Admins review AI charges in the AI Usage Dashboard.

    Your Agency Admin has the detailed AI Usage Dashboard. The dashboard guide, updated September 2, 2026, says location users do not open it from their sub-account. If your agency manages the account, request the breakdown for your location and billing period.

    1. Open Agency View → AI Suite → Usage Dashboard.
    2. Select All Locations and choose your sub-account. Choose 1d, 7d, 30d, 90d, Month or Custom for the reporting period. For Custom, enter start and end dates. Allow the dashboard to refresh with your selection.
    3. Review Total Transactions, Charged to Wallet and Total Tokens Used. Confirm the location and period, then select Show More Details for Billing Coverage, Cost Breakdown and Usage by Product.
    4. In Usage over time, choose Cost, Tokens or Events, then Bar or Line. Select grouping by None, Product, Model or Billing, then an Hourly, Daily, Weekly or Monthly interval.
    5. Scroll to Transactions Table. Use Add Filter, Sort: Date or Group by to narrow or organize records. Select a transaction row and review the Transaction Detail panel on the right, scrolling for additional information.

    Billing Coverage separates Total Gross Usage into wallet charges, subscription coverage, promotions and free or zero-charge activity. Charged to Wallet shows the amount charged to the agency wallet. Compare those figures before treating gross usage as money you owe.

    HighLevel lets your agency set separate client pricing models for Conversation AI and Voice AI. HighLevel’s fixed-rate rebilling guide, updated August 11, 2026, allows Conversation AI and Voice AI to use independent Markup or Fixed Rate models. A fixed rate sets the price per supported unit, not your entire monthly bill.

    1. For an authorized agency billing change, open Agency View → AI Suite → Plans & Limits.
    2. Find the sub-account, open its three-dot menu and select Configure Rebilling.
    3. Enable the supported product, select its pricing model and rate, review the settings, then click Save Markups.

    Your saved rates take effect immediately for future charges. They do not alter past charges. Fixed-rate rebilling leaves HighLevel’s underlying charge to your agency unchanged.

    AI Employee usage rebilling requires your agency to have the $497-a-month agency plan, according to the September 14, 2026 access guide. Your agency sells the monthly subscription separately from Agency View → Reselling → Subscriptions → AI Employee, choosing Growth or Unlimited and a client price before selecting Save Changes. For an agency-managed account, read your contract and compare HighLevel list prices with agency charges before asking which subscription price and usage rate apply.

    How do you stop additional AI spending?

    A business owner writes notes beside his laptop, from our HighLevel AI pricing guide
    Block AI at the limit stops AI when usage reaches the configured limit.

    You need an enabled spending limit and the setting Block AI at the limit to stop AI at that threshold. HighLevel configures no spending limit by default, according to its AI usage limits guide, updated September 22, 2026. When you enable one, HighLevel defaults to Keep AI running, just notify.

    1. Open Agency View → AI Suite → Plans & Limits.
    2. Select your sub-account or open its three-dot menu, then choose Configure Limits.
    3. Enable a spending limit and enter the amount. Under When the limit is reached, select Block AI at the limit.
    4. On a subscription plan, the Extra usage toggle controls AI separately from the spending limit. Check it too.
    5. To inspect included capacity, select Increase and check Included allowances & Rate Limit Windows.

    Your spending limit counts billable pay-per-use activity and subscription overages. Included subscription usage does not consume that limit. Your location’s own configuration overrides the agency default.

    Blocking pauses your AI actions and stops new outputs, including those used by customer-facing workflows. Notify affected users before changing this setting. AI resumes when you raise the limit or usage resets at the start of the next calendar month.

    The same help page also says, “A sub-account is never billed past its limit,” which conflicts with its explanation that alert-only usage continues. Select Block AI at the limit, then inspect your charges. Do not treat the alert-only option as a firm spending cap.

    Would a direct HighLevel account fit your needs?

    A business owner at his laptop in a shared office, from our HighLevel AI pricing guide
    HighLevel lists AI Employee as an optional platform add-on.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    You buy the platform subscription and the optional AI Employee subscription separately. Read your current contract and review the white label agency reselling model when comparing arrangements. Compare each arrangement’s included AI products, subscription price and usage rate.

    HighLevel AI billing FAQ

    A fitness studio owner at her front desk, from our HighLevel AI pricing guide
    Growth and Unlimited include Reviews AI and Content AI subject to fair use.

    How much does HighLevel AI cost per location?

    Growth costs you $50 per enabled location per month and Unlimited costs $97. Those plans cover the enabled sub-account, rather than following an agency user between locations. HighLevel’s plan-selection guide, updated September 30, 2026, distinguishes them from AI Agency Assistant, which covers an enrolled agency user.

    Is AI pricing included in my HighLevel platform plan?

    Your platform subscription and AI Employee subscription are separate purchases. Pay-Per-Use has no monthly AI subscription fee. The September 28, 2026 pricing guide says that option applies to locations without Growth or Unlimited.

    What do Pay-Per-Use, Growth and Unlimited include?

    Pay-Per-Use bills you for supported activity, with no monthly AI subscription fee. Growth includes 1,000 Conversation AI responses and 100 Voice AI minutes monthly, plus unlimited Reviews AI and Content AI subject to fair use. Unlimited covers supported Conversation AI, Voice AI, Reviews AI and Content AI subject to fair use. The September 28, 2026 pricing guide lists these Pay-Per-Use rates in USD: Content AI at $0.063 per image or $0.0945 per 1,000 words, and Reviews AI at $0.01 per sent AI-assisted reply.

    What can still cost extra on AI Employee Unlimited?

    Your Phone System usage, Agent Studio, premium workflow actions and external models still bill separately. Ask AI and AI Studio also retain usage windows. The September 9, 2026 glossary says capacity returns as activity leaves the previous five hours, rather than at midnight.

    How is a Voice AI call charged?

    Your traditional pay-per-use call combines voice processing, speech generation, model tokens and phone charges. Equal-length calls cost different amounts when longer AI replies, more conversational exchanges or larger knowledge-base context increase token use. The September 28, 2026 pricing guide separates these components from bundled speech-to-speech rates.

    Why might my agency’s AI price differ from HighLevel’s list price?

    Your agency sets its client subscription price and supported usage rates separately. The August 11, 2026 rebilling guide says the invoice shows the product and total charge without labeling the pricing model. Ask whether your charge uses Markup or Fixed Rate.

    Where do I check AI charges and control extra spending?

    Your Agency Admin opens Usage Dashboard to review charges and Plans & Limits to set limits. If you lack billing access and HighLevel pauses AI at your limit, select Request more usage. The September 22, 2026 limits guide sends that request to agency admins, who review it under AI Suite → Plans and Limits → Notifications → Limit Requests.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want to read your own AI usage and charges?

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you.

    Start your HighLevel account

    Like this article? Add GHL.Support as a preferred source, and you are more likely to see our articles in Google’s Top Stories.

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  • GoHighLevel Dashboard Explained: What Do Key Widgets Tell You?

    GoHighLevel Dashboard Explained: What Do Key Widgets Tell You?

    By Elijah LeFavour, Chief AI Officer at Spectral Vision. Published October 11, 2026.

    GHL.Support is independent and not affiliated with HighLevel, Inc. If you start a HighLevel account through a link on this page we earn a commission at no extra cost to you. It never changes a number we publish. Read our full disclosure.

    TLDR: Your GoHighLevel dashboard uses widgets to show opportunity status, monetary value, conversion and activity. For an opportunity widget, check its pipeline, date property and date range. Open Conditions on supported widgets to see which records the result includes.

    HighLevel dashboard widgets show your opportunity status and value, conversion rates, tasks, campaign actions, funnel progression, current stage placement, and opportunity counts and values by lead source, which you interpret by checking each widget’s supported filters and date settings.

    Your dashboard shows a revenue figure that does not match the payments you received. The next chart counts the same opportunity in an earlier stage, even though you moved it forward. The revenue widget sums won opportunity values, while Funnel keeps counting an opportunity in applicable earlier sections after you move it forward. Each section explains what your key widgets measure, where to customize them and which settings change totals.

    I read HighLevel’s dashboard widget guide, its custom dashboard guide and its Lead Source Report guide before writing this, and your Lead Source Report counts opportunities, not unique contacts, in Total leads. The widget guide, updated March 25, 2026, explains the measures. The custom dashboard guide, updated November 25, 2025, gives you the creation steps.

    What do key GoHighLevel dashboard widgets show?

    A carpenter checks his laptop in the workshop, from our GoHighLevel dashboard guide
    Opportunity widgets distinguish record counts from monetary values.

    Your sub-account dashboard uses widgets to report on contacts, appointments, opportunities, calls and revenue. Use the table to match each General widget to the number or activity it reports. Treat the catalog as a menu of available dashboard widgets, not a promise that every card appears in your account.

    Widget What the number or chart tells you
    Opportunity Status The status of your opportunity records.
    Opportunity Value The monetary value of opportunities by status.
    Conversion Rate Conversion rate and revenue from won opportunities.
    Funnel Cumulative progression through your visible sales funnel stages.
    Stages Distribution Where open opportunities currently sit, with Won and Lost shown separately.
    Tasks Tasks and their assigned team members.
    Manual Actions Manual SMS and phone-call actions in campaigns.
    Lead Source Report Opportunity counts and values grouped by source.

    For your pipeline management, separate the count from the value. The opportunity widget reference, dated June 18, 2026, lists 17 opportunity widgets, including Opened Opportunities and Opened Opportunity Value. The former counts open records, while the latter adds their monetary values.

    First choose a record count or monetary value in your CRM, then choose the chart that displays it. Won Opportunity Value adds values on won records, and Total Opportunity Value includes every status. HighLevel’s reporting FAQs, updated March 8, 2024, explain that location-dashboard revenue represents won opportunity values rather than payments received.

    How should you read opportunity and lead-source numbers?

    A business owner reviews figures at his desk, from our GoHighLevel dashboard guide
    The Lead Source Report’s Total leads count measures opportunities rather than unique contacts.

    Your Funnel counts progression, while Stages Distribution shows current placement. HighLevel’s September 19, 2026 explanation of these charts says later-stage opportunities contribute to applicable earlier Funnel sections. Use Stages Distribution when your lead management question is where open work sits now.

    Funnel offers two ways to measure conversion in your sales pipeline. A cumulative percentage measures progress from the Funnel’s start. A next-step percentage measures progress from the preceding section.

    Your Lead Source Report’s Total leads count measures opportunities, not unique contacts. The Lead Source Report guide, updated October 6, 2026, gives this example: one contact with 3 opportunities counts as 3 leads. Its Source column uses the opportunity’s source, while HighLevel tracks attribution separately.

    1. In your sub-account, open Dashboard, select the dashboard, and click Edit dashboard.
    2. Select Add widget → General → Lead Source Report.
    3. Choose all pipelines or a particular pipeline, set Conditions, and save.
    4. Click a count greater than zero to open the table of opportunities behind that number.
    5. For missing sources, click a count in the N/A row or filter Source → Is empty.

    Add the missing source to each opportunity record. Have your forms, funnels, calendars and workflows record a source when they create opportunities. Check that field before attributing a missing channel row to failed lead generation.

    How do you customize the GoHighLevel dashboard?

    A business owner works on her laptop at a cafe table, from our GoHighLevel dashboard guide
    For team access to a GoHighLevel dashboard, turn off Private Dashboard and set access levels for Agency User, Account Admin and Account User before Confirm.

    Your new dashboard starts with Quick Start Widgets. Choose suggested widgets or configure your own. For a widget you configure, save the widget first, then save the dashboard layout.

    1. Open Dashboard → Dashboard Selection Menu → + Add Dashboard. If the button is missing, return to dashboard view mode.
    2. Enter the Dashboard Name, then set the Private Dashboard toggle. For team access, turn it off and set access levels for Agency User, Account Admin and Account User.
    3. Click Confirm. The blank dashboard opens Quick Start Widgets.
    4. For suggestions, choose What is your goal? or Top used widgets, then Confirm & Add. For your own configuration, choose + Add a widget manually, or click the Edit pencil → + Add Widget.
    5. If configuring a widget, click Save inside its panel. Click ✓ Save Changes to save the dashboard layout and exit edit mode.

    Your Tasks and Manual Actions widgets lack Conditions. Google Business Profile only allows title edits. The General Widget guide, updated October 6, 2026, describes Configure, Conditions and Themes.

    Opportunity Status, Opportunity Value, Conversion Rate, Funnel, Stages Distribution and Lead Source Report accept saved Conditions for assigned user, source and attribution. For these General widgets, your pipeline selection sits in widget settings, outside Conditions. Read the active date property and range on the widget alongside its result.

    Why do your dashboard numbers look wrong?

    A business owner compares printed pages with her laptop, from our GoHighLevel dashboard guide
    Pipeline-stage visibility controls which stages appear in GoHighLevel dashboard Funnel and Stages Distribution widgets.

    Check whether your opportunity widgets use different dates or record filters. Created On means the opportunity’s creation date, Updated On means its latest modification, and Status Change means its most recent status change. Reopening an opportunity after a Lost status resets Status Change. Historical figures based on Status Change then use the reset timestamp.

    1. Compare your dashboard Date Picker with your colleague’s selection. The dashboard page guide, updated August 28, 2026, says HighLevel saves the range separately for each user.
    2. For an editable General widget with date controls, open Dashboard → Edit dashboard → hover over the widget → ⋮ → Edit → Configure → Advanced settings. Compare Date property, Date range override and Comparison date range, then Save any changes. An explicit widget comparison overrides the dashboard comparison.
    3. For opportunity widgets, compare the pipeline and saved Conditions. For stable historical reporting, the opportunity widget guide recommends Created On with a Status filter.
    4. If a stage is missing from Funnel or Stages Distribution, open Opportunities → Pipelines → open the pipeline. Find the stage and enable its funnel icon for Funnel reporting or its pie-chart icon for Stages Distribution reporting, then Save.
    5. Check active Quick Filters on compatible custom widgets. They add restrictions to saved widget filters instead of replacing them.
    6. For a daily mismatch, compare your timezones before comparing calendar days. Follow the timezone guide, updated December 30, 2025: Dashboard → top-right ⋮ → Manage Dashboard Timezone → select timezone → Save. A timezone change applies to HighLevel’s internal dashboard metrics, not widgets that depend on third-party data.

    Your General widgets do not respond to dashboard Quick Filters in the documented release. The Quick Filters guide, updated September 24, 2025, limits that feature to custom widgets with matching data sources. Its example combines Confirmed appointments in a saved widget filter with Cancelled appointments in a Quick Filter, producing no data because both conditions must match.

    Click Quick Filters, add the properties, then apply them. FULL or EDIT access allows configuration, while VIEW access allows using configured filters. Select the property for the data source you intend to filter.

    1. Click Quick Filters → + Add Quick Filters.
    2. Select the properties and click Add.
    3. Review the selection, then click Apply.

    Are you viewing an agency dashboard or a sub-account?

    A boutique owner checks a tablet on the shop floor, from our GoHighLevel dashboard guide
    VIEW permission provides read-only dashboard access.

    Your sub-account dashboard reports the location’s operating records, while the agency dashboard reports the agency’s business. The agency dashboard guide, updated August 17, 2026, documents Agency View → Agency Dashboard → Summary, SaaS or Reselling. These agency tools cover revenue, recurring subscriptions, customers and reselling performance.

    FULL and EDIT let you change dashboards, while VIEW is read-only. The dashboard permissions guide, updated February 2, 2026, says EDIT permits dashboard and widget changes but excludes dashboard deletion, while VIEW is read-only. If an agency administers your account, ask its administrator which dashboard access level your role has.

    Dashboard owners and users with FULL permission change access under the permissions guide, while the dashboard page guide limits that control to owners. If it is absent for your FULL role, ask the owner to review access. Owners and users with FULL permission change access through Manage Permissions.

    1. Open dashboard ⋮ → Manage Permissions.
    2. Adjust access, then click Save.

    What does dashboard access cost?

    An office manager at his laptop with a coffee mug, from our GoHighLevel dashboard guide
    HighLevel's pricing page lists Custom Dashboards & Reporting among core features.

    HighLevel’s dashboard creation guide says your monthly subscription includes multiple dashboards and custom reports on Starter, Unlimited and Agency Pro. HighLevel list price as of October 9, 2026: Starter costs $97 a month, Unlimited costs $297 a month, and Agency Pro costs $497 a month. The pricing page lists Custom Dashboards & Reporting among core features.

    HighLevel publishes conflicting access rules: its widget catalog starts customization at $297 a month, while its dashboard creation guide includes all plans. Ask your administrator to check permissions before treating a missing Edit control as a plan restriction. Our Starter, Unlimited and Agency Pro guide compares the three pricing plans.

    Your monthly subscription does not include every text-message and email usage charge. The pricing page identifies usage charges for text messaging and emails sent, so separate those from your subscription when reviewing email marketing or SMS marketing costs. Use the HighLevel cost calculator to compare subscription and usage costs. The tutorial library gives you more account procedures.

    Start your own HighLevel account through our link and you pay HighLevel directly, from $97 a month. We earn a commission from HighLevel at no extra cost to you. HighLevel’s pricing page lists a 14-day free trial on any plan.

    GoHighLevel dashboard FAQ

    A salon owner at her front desk, from our GoHighLevel dashboard guide
    Lead-value permission controls monetary visibility in Lead Source Report.

    Why can’t I see money in my Lead Source Report?

    You need permission to view lead value before the monetary columns appear. Without that permission, the report shows counts only. Ask your account administrator to grant lead-value permission.

    Why does my widget ignore the dashboard date range?

    Your Won Opportunities Value This Month widget uses the current month unless you modify it in Configure. The opportunity reference distinguishes it from Won Opportunity Value, which follows the dashboard date range. The For You version also limits the result to the logged-in assignee.

    How do I change what my task widgets show?

    You control the title and reporting date range on Tasks and Manual Actions. Tasks uses the due date, while Manual Actions uses the created date. Neither has a Conditions tab.

    Does my dashboard filter affect other users?

    Your selected Quick Filters affect your own view. The guide says they persist within your current browser session and do not affect other users. FULL and EDIT users configure Quick Filters for the dashboard, but each viewer selects their own filter values.

    Why did my dashboard change pipelines?

    When your saved filter points to a deleted pipeline, HighLevel selects the first available option. That fallback applies when a saved filter value no longer exists. Check the selected pipeline before reading the replacement results.

    Who can set the default dashboard?

    You need an Account Admin or Agency role with full dashboard access to set the default. EDIT permission does not include that action. Ask the account administrator to review both your role and dashboard permission.

    Elijah LeFavour, Chief AI Officer at Spectral Vision

    About the author

    Elijah LeFavour, Chief AI Officer, Spectral Vision

    Elijah is a GoHighLevel specialist who has architected CRM, automation and SaaS-mode builds for agencies and local businesses across the country. He translates HighLevel’s deepest features into plain-English playbooks so you run your entire business from one dashboard.

    Want a HighLevel dashboard that reports to you?

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