How to Clone Certificate Templates Across Locations in GoHighLevel
If you use ClickUp to manage tasks and GoHighLevel to deliver client experiences, you may want a fast way to reuse the same certificate layout across multiple locations. This guide explains, step-by-step, how to clone existing certificate templates between locations inside GoHighLevel while keeping your data structured and easy to maintain.
By following the process below, you can duplicate a certificate template design and then adjust the details for each individual location without rebuilding everything from scratch.
Understanding Certificate Templates in GoHighLevel
Certificate templates in GoHighLevel let you design standardized certificates that can be reused for courses, events, programs, or achievements. Each location can have its own version, which is especially helpful for agencies managing multiple brands or client accounts.
Instead of recreating the same layout and styles for every location, you can clone a template once and quickly adapt it to new locations as needed.
Before You Clone Certificate Templates in GoHighLevel
Before starting the cloning process, confirm the following:
- You have an existing certificate template created in the originating location.
- Your user role in GoHighLevel has permission to manage templates and locations.
- You know which location should receive the cloned template.
Preparing this information in advance ensures you can move through the steps efficiently.
Step-by-Step: Clone Certificate Templates Across Locations in GoHighLevel
Use the steps below to clone certificate templates from one location to another in your account.
Step 1: Log in and Open the Correct GoHighLevel Location
- Sign in to your GoHighLevel account using your usual credentials.
- From the agency or main dashboard, select the location that currently holds the certificate template you want to clone.
- Confirm you are inside the correct location before you proceed to the next step.
Step 2: Navigate to the Certificate Templates Section
- Within the chosen location, open the section where certificates are managed. This is usually found under a training, course, or automation-related area depending on your account setup.
- Locate the list of existing certificate templates that belong to that specific location.
If you do not see any templates, make sure you are in the right location or verify that at least one template has already been created.
Step 3: Choose the Certificate Template to Clone
- Scan through your list of templates and identify the one you want to reuse in another location.
- Review the template name and description to confirm it matches the design you intend to duplicate.
- Once confirmed, prepare to use the cloning option built into GoHighLevel.
Step 4: Use the Clone or Duplicate Option in GoHighLevel
- Next to the selected template, look for options such as an actions menu, three-dot icon, or a dedicated Clone button.
- Click the option that allows you to clone or duplicate the certificate template.
- When prompted, choose the target location where the new copy of the template should be created.
- Confirm your selection to start the cloning process.
GoHighLevel will generate a new certificate template in the destination location based on the original design, including its layout and styling.
Step 5: Edit the Cloned Template in the New Location
- Switch to the target location where the cloned template was created.
- Navigate back to the certificate templates section for that location.
- Open the newly cloned template in the editor.
- Update specific details such as:
- Location name and branding
- Logos, colors, or background images
- Signatures, titles, and contact information
- Course or program names
- Any location-specific legal or compliance text
These edits ensure each location’s certificates remain accurate and consistent with its brand identity.
Step 6: Save and Test Your Cloned GoHighLevel Certificate
- After editing the cloned template, click Save to store your changes.
- Generate a test certificate or preview it within GoHighLevel to ensure:
- All merge fields or dynamic values populate correctly.
- Text is properly aligned and readable.
- Logos and graphics appear at the correct resolution.
Testing helps catch issues before you roll out certificates to real users or clients.
Best Practices for Managing Cloned Templates in GoHighLevel
To keep your account clean and efficient, follow these practices when cloning certificate templates:
- Use clear naming conventions: Include the location name and purpose of each template in the title so it is easy to identify later.
- Document changes: Keep a simple log in a project tool or inside GoHighLevel notes about when templates are cloned and what was customized.
- Standardize branding: Start from a master certificate template that meets your agency or client standards, then clone that master for each location.
- Review permissions: Limit template editing access to trusted team members to avoid accidental changes across locations.
Troubleshooting GoHighLevel Certificate Template Cloning
If the cloning process does not work as expected, run through these quick checks:
- Template not visible in the new location: Confirm that you selected the correct target location when cloning.
- No clone option available: Verify your user role and permissions in GoHighLevel. Some roles may not have template management rights.
- Styling issues in the cloned template: Open the editor and confirm that fonts, colors, and images are still linked or uploaded correctly.
- Dynamic fields not populating: Check that the correct custom fields or placeholders exist in the new location and are connected to the right data.
If issues continue, you can compare the original template settings with the cloned version side by side to identify what changed.
Why Clone Certificate Templates Across Locations in GoHighLevel?
Cloning saves significant setup time and ensures a consistent client experience. Benefits include:
- Faster deployment: Launch new locations or programs quickly using an existing certificate design.
- Brand consistency: Maintain a uniform look and feel while adjusting only location-specific details.
- Reduced errors: Start from a proven layout instead of building each certificate from the ground up.
When combined with organized project management in tools like ClickUp and robust automation in GoHighLevel, cloned templates can streamline certificate delivery across many client brands.
Additional Resources
For deeper platform-specific details, refer to the official documentation on cloning certificate templates in GoHighLevel here: GoHighLevel certificate cloning guide.
If you need expert help implementing scalable systems, automation, and template strategies, you can also visit Consultevo for consulting and implementation support.
By following the steps in this article, you can confidently clone certificate templates across locations in GoHighLevel and maintain a consistent, professional certificate experience for every brand you manage.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`