Collect In-Person Signatures in GoHighLevel

Use this step‑by‑step guide to collect in‑person signatures with the GoHighLevel mobile app. Even if you also manage work in ClickUp or other tools, this article focuses on configuring forms and submissions inside GoHighLevel so you can capture legally useful signatures on the spot.

The process relies on the mobile app’s built‑in Forms feature. You will choose an existing form, open it in the app, hand the device to your client for signing, and then save the submission to the contact record.

Requirements for Using GoHighLevel Mobile Signatures

Before you start collecting signatures in GoHighLevel, make sure the following requirements are met:

• You have an active GoHighLevel account with permission to access the mobile app.
• The GoHighLevel mobile app is installed and you are logged in.
• At least one Form is already created in your sub‑account.
• Your form includes a Signature element so that clients can sign directly on the screen.

If you still need help designing high‑converting workflows and forms around this feature, you can explore additional implementation resources at Consultevo.

Accessing Forms in the GoHighLevel Mobile App

To capture signatures in person, you will begin from the primary Forms section in the GoHighLevel mobile app.

Step 1: Open the GoHighLevel Mobile App

1. Unlock your mobile device.
2. Locate and tap the GoHighLevel mobile app icon.
3. Log in with your account credentials, if prompted.

Once you are logged in, you will see the main navigation menu where you can access Conversations, Opportunities, Contacts, and other core GoHighLevel features.

Step 2: Navigate to Forms

1. From the main dashboard, open the mobile app menu.
2. Locate and tap Forms.

This takes you to a list of forms that already exist in your GoHighLevel sub‑account. You will use one of these forms to collect in‑person signatures.

Selecting a Form to Use in GoHighLevel

After you open the Forms area in the GoHighLevel mobile app, you can choose which form to present to the contact.

Step 3: Choose the Correct Form

1. Scroll through the form list to find the form that contains the signature field.
2. Tap the desired form to open it.

When the form opens, it will appear in a mobile‑friendly layout that is ready for your contact to complete in person.

Step 4: Review the Form Before Handing Over the Device

• Check that all required fields are visible and accurate.
• Confirm the signature element is present near the bottom of the form (or wherever you placed it in the builder).
• Make sure there are no test or placeholder fields that could confuse your client.

Verifying the form at this stage helps avoid repeat signatures or incomplete submissions in GoHighLevel.

Capturing In‑Person Signatures with GoHighLevel

Once the correct form is open in the GoHighLevel mobile app, you are ready to start the signing process with your client.

Step 5: Hand the Mobile Device to the Client

1. Explain the purpose of the form and what they are agreeing to.
2. Give the device to the client so they can fill out their information directly in the app.
3. Ask them to complete all required fields before signing.

Because the form is running inside GoHighLevel, the signature is stored with the submission data as soon as the client taps Submit.

Step 6: Guide the Client to the Signature Field

• Show the client where to sign on the screen.
• Ask them to sign using a finger or stylus in the signature area.
• Confirm that the signature appears clearly within the designated box.

If the client makes a mistake, they can clear the signature element (depending on how you configured the form) and try again before submitting.

Step 7: Submit the Form

1. Once all information and the signature are complete, ask the client to tap Submit.
2. Wait for the confirmation message that the form has been submitted.
3. Take back the device and verify that the submission was recorded.

The form submission is now saved inside your GoHighLevel account and can be found as a form entry linked to the contact.

Viewing Signed Submissions in GoHighLevel

After the client signs in person and the form is submitted through the GoHighLevel mobile app, you can review the signature and associated data from within the platform.

Step 8: Open the Form Submissions

1. From the Forms list, open the same form again, if needed.
2. Access the submissions or entries section (this may appear as Submissions or a similar label depending on your account view).
3. Locate the latest submission by date or by contact name.

Here you will see all form fields that were completed, including the captured signature image.

Step 9: Confirm the Signature Is Saved

• Open the specific submission record.
• Scroll to the signature field.
• Verify that the signature is clearly visible and properly stored.

You can later reference this signed record inside GoHighLevel for audits, compliance, or internal documentation.

Best Practices for In‑Person Signatures in GoHighLevel

To ensure consistent and reliable in‑person signature capture using the GoHighLevel mobile app, follow these best practices:

• Test each form on your device before using it with clients to ensure the signature element functions as expected.
• Use clear labels around the signature field, such as “Client Signature” and “Date,” so the purpose is obvious.
• Keep forms short when used in person to reduce friction and speed up the signing process.
• Confirm submissions by double‑checking the entry inside GoHighLevel immediately after the client signs.
• Maintain device hygiene (screen cleaning, privacy screen if needed) since clients will be physically handling your phone or tablet.

More Help with GoHighLevel Mobile Signatures

If you need additional technical details or visuals about collecting in‑person signatures inside GoHighLevel, refer to the official help documentation at this GoHighLevel support article.

By following the steps above, you can reliably collect in‑person signatures using the GoHighLevel mobile app, keep records tied to each contact, and streamline your offline signing workflows into a unified CRM system.

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