How to Use the Revamped GoHighLevel Client Portal Dashboard

If you manage projects across tools like ClickUp and GoHighLevel, a clear client portal workflow is essential. This guide walks you step by step through the revamped client portal dashboard experience and how associated contracts work so your clients always know what to do, where to click, and how to approve your services.

The information below is based on the official product documentation for the updated client portal dashboard and contract flow. You will learn what your clients see at each stage, and how the GoHighLevel system responds as they interact with your contracts.

Overview of the New GoHighLevel Client Portal Dashboard

The revamped dashboard gives your clients a centralized place to review and manage their contracts and related actions. Once they access the portal, they immediately see a dedicated contracts section where they can:

• View contracts that are awaiting action
• Open and read contract details in a dedicated viewer
• Accept or reject contracts from the same screen
• See status badges and visual indicators of contract state

The experience is focused on clarity and speed so that both agencies and clients can handle approvals without confusion or back-and-forth emails.

How Clients Access the GoHighLevel Client Portal

The client journey into the portal is intentionally simple. Typically, your client receives an invitation or direct link created within GoHighLevel. When they sign in, they are taken to the dashboard view where the contracts widget or area is prominently displayed.

From here, they can immediately identify items requiring attention and click through to the full contract experience.

Understanding Contract States in GoHighLevel

The client portal dashboard shows contracts in one of several key states. Each state affects what your client sees and what actions they can take.

Pending Contracts in GoHighLevel

When a contract is initially sent to a client, it appears in a pending state. In this state, your client can:

• Open the contract to read all terms
• Scroll through all sections, including pricing and scope
• Choose to accept or reject the contract

The pending label helps clients quickly identify which contracts require their review.

Accepted Contracts in GoHighLevel

Once a client accepts a contract, the portal updates its status to accepted. At this point:

• The contract is locked from further editing by the client
• The status indicator changes to reflect successful acceptance
• Both you and the client can view the final accepted version

This accepted state is crucial for clarity and legal alignment, ensuring that both sides see the same finalized agreement.

Rejected Contracts in GoHighLevel

If a client rejects a contract, the status updates accordingly. In this state:

• The contract is marked as rejected within the portal
• The client can typically still view the text for reference
• Your team can adjust terms and send a new version, if required

This rejected state helps you track which proposals did not move forward and why, allowing for quick follow-up and revisions.

Step-by-Step: How Clients Interact with GoHighLevel Contracts

Below is a typical step-by-step experience your client will follow inside the updated dashboard.

Step 1: Open the Client Portal Dashboard

1. Your client logs into the client portal using the credentials or secure link you provided.
2. On the main dashboard, they see the contracts section showing active items and status labels.

The design is streamlined so they can jump directly to what needs attention without navigating complex menus.

Step 2: Select a Contract to Review

1. The client clicks on a pending contract from the dashboard list.
2. A contract viewer opens, showing all sections, including services, timelines, deliverables, and signatures if applicable.

Within this viewer, the client can take time to read the entire document before making a decision.

Step 3: Accept or Reject the Contract in GoHighLevel

1. After reviewing the content, the client uses the on-screen options to accept or reject.
2. If they accept, the contract status updates to accepted and the dashboard reflects this new state.
3. If they reject, the dashboard clearly marks the contract as rejected and you can follow up with a revised agreement.

This simple flow keeps your approval process centralized and easy to audit.

GoHighLevel Client Portal Dashboard Benefits

The refreshed client portal dashboard is designed to remove friction from the approval process. Key benefits include:

• Clarity: Clients always know which contracts require their action.
• Speed: Fewer clicks are needed to open, review, and decide on agreements.
• Transparency: Both sides can see the same status and final text.
• Organization: All contracts related to a client live in one portal instead of scattered inboxes.

Because the entire approval journey happens inside GoHighLevel, you maintain a clean record of contract interactions.

Best Practices for Using GoHighLevel Client Contracts

To get the most from the new dashboard and contract experience, follow these recommendations:

• Use clear titles: Name each contract so clients can instantly recognize which project or service it covers.
• Provide context: Before sending a contract, explain via email or a short note what your client should expect to see.
• Confirm access: Make sure your client can log into the portal and navigate to the contracts section without confusion.
• Track responses: Monitor which contracts sit in pending status for too long and follow up.

These small steps reduce friction and help clients engage confidently with the portal.

Where to Learn More About GoHighLevel Client Portal Features

For deeper technical details on the client portal dashboard revamp and associated contracts, review the official documentation at this GoHighLevel help article. It provides screenshots, system notes, and additional clarifications about how each component works.

If you are looking for strategic guidance on deploying platforms, integrations, and client experiences, you can also visit Consultevo for consulting and implementation insights that pair well with your portal setup.

Summary: Managing Contracts in the GoHighLevel Client Portal

The updated GoHighLevel client portal dashboard gives your clients an intuitive way to review, accept, or reject contracts in one place. By understanding how pending, accepted, and rejected states appear in the portal, you can better guide your clients through each step and maintain a clear record of approvals.

Use the streamlined dashboard, contract viewer, and status indicators to keep your engagements organized, professional, and easy for clients to navigate from first proposal to final agreement.

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