GoHighLevel Custom Date Reminder Workflow Guide

In this guide, you will learn step-by-step how to set up a Custom Date Reminder trigger inside GoHighLevel workflows. If you are coming from tools like ClickUp or other CRM automations, this tutorial will help you translate that knowledge into a clear, reliable date-based automation system that fits directly into your GoHighLevel account.

The Custom Date Reminder trigger lets you start a workflow based on a specific date stored on a contact record and send reminders either before, on, or after that date. This is ideal for renewal reminders, anniversaries, follow-ups, and more.

What the GoHighLevel Custom Date Reminder Trigger Does

The Custom Date Reminder trigger in GoHighLevel activates a workflow according to a date field you choose on the contact. You can schedule automation:

• Before a custom date (for example, 7 days before a renewal date)
• Exactly on the custom date (for example, a birthday or contract date)
• After the custom date (for example, a follow-up 3 days after an appointment)

This trigger works only when there is a valid date value on the contact record, ensuring your messages or actions are tied to accurate contact data.

When to Use the GoHighLevel Custom Date Reminder Trigger

Use this trigger whenever you want workflows to fire relative to a date on a contact. Common use cases include:

• Membership or subscription renewal reminders
• Policy or contract expiration notices
• Service follow-up reminders after a completed job
• Anniversary or birthday messages
• Payment due date reminders

Instead of manually tracking each date, GoHighLevel handles reminders automatically based on the rules you define in the workflow.

How to Add the Custom Date Reminder Trigger in GoHighLevel

Follow these steps inside your GoHighLevel account to add and configure the Custom Date Reminder trigger.

Step 1: Open Workflows in GoHighLevel

1. Log in to your GoHighLevel account.
2. Navigate to the correct sub-account or location where you want to create the automation.
3. Go to the Automation or Workflows section from the left sidebar.
4. Click + Create Workflow or open an existing workflow where you want to attach this trigger.

Step 2: Choose the Custom Date Reminder Trigger

1. Inside the workflow builder, click on Add Trigger.
2. In the list of available triggers, search for or scroll to find Custom Date Reminder.
3. Select Custom Date Reminder to attach it as the starting point of your workflow.

Once selected, the configuration panel for the Custom Date Reminder trigger will appear on the right side of the workflow builder.

Configuring GoHighLevel Custom Date Reminder Settings

To make this trigger work correctly, you must link it to the appropriate date field and define when the workflow should run.

1. Select the Custom Date Field

Under the trigger configuration:

• Use the dropdown to choose which Custom Date field from the contact should be used.
• This can be any custom field of the Date type (for example, Policy End Date, Anniversary Date, or Renewal Date).

If your needed date field does not exist yet, create a new custom contact field in your GoHighLevel settings and ensure it is set to use a date format.

2. Define Before / On / After Timing

The Custom Date Reminder trigger allows you to run the workflow:

• Before the custom date
• On the custom date
• After the custom date

Configure it as follows:

1. Choose Before, On, or After in the trigger settings.
2. If you choose Before or After, enter the number of days, weeks, or months relative to the date.
3. For On, the workflow will fire on the exact stored date.

Examples:

• 7 days before the renewal date for an early reminder
• On the anniversary date to send a celebratory message
• 3 days after a service date for a feedback request

3. Time of Day and Time Zone Behavior

When the Custom Date Reminder trigger activates, GoHighLevel uses the time of day specified in the trigger configuration. In many setups, it will run at the beginning of the day according to the sub-account or location time zone, unless otherwise controlled via wait steps and additional settings in the workflow.

Make sure your location time zone is configured correctly so that reminders are delivered at the expected local time.

Building Actions After the GoHighLevel Custom Date Reminder Trigger

After the trigger, you can design any sequence of actions supported by GoHighLevel workflows. Common actions include:

• Send SMS or email reminders
• Add internal notifications for your team
• Update opportunity stages or pipelines
• Add tasks or notes to contact records
• Apply or remove tags from contacts

Example workflow sequence:

1. Trigger: Custom Date Reminder (7 days before renewal date)
2. Action: Send email reminder to renew
3. Action: Wait 3 days
4. Action: If not renewed, send SMS follow-up
5. Action: Notify assigned user about pending renewal

Best Practices for Using GoHighLevel Custom Date Reminder

To get reliable results from your reminder automation, keep these tips in mind.

Ensure Data Quality for Custom Dates

• Always store dates in the proper custom field type (Date).
• Use forms, funnels, or manual entry processes that consistently capture dates.
• Periodically audit contact records to clean incorrect or missing date values.

Avoid Overlapping or Conflicting Workflows

• Check if other workflows already use the same date field.
• Use conditions or filters inside workflows when multiple reminders reference one date.
• Test new workflows on a few test contacts before enabling for all contacts.

Test GoHighLevel Workflows Thoroughly

• Create sample contacts with different custom date values (past, today, future).
• Confirm the Custom Date Reminder trigger schedules correctly for each case.
• Review workflow execution logs to verify timing and message delivery.

Troubleshooting GoHighLevel Custom Date Reminder Issues

If your reminders are not firing as expected, review the following:

• Confirm the contact has a valid date in the selected custom date field.
• Check that the workflow is set to Published or Active status.
• Verify that the trigger is configured with the correct before/on/after settings.
• Ensure contact filters, if used, are not accidentally excluding contacts.
• Confirm your location time zone and business hours settings align with your plan.

For more details on this specific feature, review the official documentation at the GoHighLevel Custom Date Reminder help article.

Next Steps and Additional GoHighLevel Resources

Once you master Custom Date Reminder triggers, you can combine them with other GoHighLevel workflow features such as conditional logic, opportunity automation, and multi-channel messaging to build advanced lifecycle campaigns around every important date in your database.

For broader strategy, templates, and consulting around marketing automation and CRM setups, explore expert resources at Consultevo, which offers guidance on optimizing systems that integrate with or operate similarly to GoHighLevel environments.

By carefully configuring the Custom Date Reminder trigger, testing your workflows, and maintaining clean contact data, you can ensure that GoHighLevel reliably sends timely, relevant reminders that improve retention, renewals, and customer satisfaction.

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