Getting Started With GoHighLevel

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Getting Started With GoHighLevel for New Referrals

If you promote software like ClickUp and similar platforms, you can also help your referrals get started with GoHighLevel in a clear, organized way. This step-by-step guide is designed for affiliates who want to walk new users through the very first actions they should take after signing up so they understand how to access their trial, view their training resources, and find the support they need.

The process below is based on the official GoHighLevel onboarding flow, translated into a practical how-to article you can share with your leads and customers.

Overview of the GoHighLevel Referral Process

As an affiliate, your role is to give new users a smooth path into the platform. The GoHighLevel referral journey has three basic phases:

  • Signing up for a free trial with the correct link
  • Confirming access and logging into the account
  • Finding education, training, and support resources

When you understand each phase, you can answer questions quickly and keep your referrals focused on getting value from GoHighLevel, not just exploring menus.

Step 1: Share the Correct GoHighLevel Trial Link

The first and most important step is using the right link. To ensure referrals are properly tracked to your affiliate account, always provide your unique GoHighLevel affiliate or referral URL.

  1. Locate your affiliate link in your affiliate dashboard.

  2. Copy the full GoHighLevel URL exactly as shown.

  3. Share that link in emails, DMs, social posts, or on your website.

Remind your referrals that they must sign up directly through your GoHighLevel link so their account is correctly associated with your promotion.

Step 2: Guide Referrals Through GoHighLevel Trial Signup

When someone clicks your affiliate link, they will land on a GoHighLevel trial signup page. You can send these simple instructions to help them complete the form without confusion.

Completing the GoHighLevel Signup Form

  1. On the trial page, enter basic contact details, such as:

    • Name
    • Email address
    • Business information, if requested

  2. Choose a secure password and store it safely.

  3. Review any pricing or plan information presented on the GoHighLevel screen.

  4. Submit the form to start the free trial.

Let your referrals know that starting a trial does not immediately charge them, and they will have time to test GoHighLevel before making a purchase decision.

Confirming the GoHighLevel Account

After submitting the form, your referral may need to confirm their email or complete account verification steps. A simple checklist you can share is:

  • Check the inbox (and spam folder) for an email from GoHighLevel.
  • Open the message and click any confirmation link provided.
  • Return to the login page if prompted.

Once confirmed, they can sign in and start exploring their GoHighLevel dashboard.

Step 3: First Login to the GoHighLevel Dashboard

For many new users, the first login sets the tone. Give them a short walkthrough to reduce overwhelm and keep them focused on core actions.

Accessing the GoHighLevel Login Page

  1. Open a browser and go to the official GoHighLevel login URL linked from the signup confirmation page.

  2. Enter the email and password created during signup.

  3. Click the login button to access the account.

What Referrals See Inside GoHighLevel

After logging in, new users will typically see:

  • The main navigation menu for managing pipelines, leads, and campaigns
  • Sections for automations, funnels, and other marketing tools
  • Access to help resources or tutorials either in the sidebar or header

You can encourage referrals to take a few minutes to click around and familiarize themselves with the GoHighLevel interface before attempting to build complex workflows.

Step 4: Direct Referrals to GoHighLevel Training Resources

Good onboarding is not only about access; it is also about education. Show your referrals where they can find official GoHighLevel resources to learn faster and make better use of the platform.

Using the Official GoHighLevel Help Center

Point new users to the official documentation and support content so they can find answers 24/7. One of the key starting points is the article that explains the first steps for referrals:

GoHighLevel Affiliates: First Steps for Your Referrals

This resource gives a brief, official outline of how referrals should get started inside their account and where they can look for help.

Encouraging Ongoing Learning in GoHighLevel

To help your referrals stay engaged, recommend that they:

  • Bookmark the GoHighLevel help center for quick reference
  • Set aside time each week to follow tutorials or walkthroughs
  • Start with basic features before moving into advanced automations

This approach creates momentum and increases the odds that they convert from trial to paying customers, which benefits both them and you as the affiliate.

Step 5: Provide Affiliate-Level Support for GoHighLevel Users

While the platform offers its own support, affiliates can add value by giving practical guidance, especially during the early days of a trial.

How You Can Support New GoHighLevel Referrals

Consider offering:

  • A quick welcome message with clear steps to log in and explore
  • A short checklist for setting up their first pipeline or funnel
  • Answers to basic questions about where to find specific GoHighLevel features

Make it clear where your support ends and where the official support team begins. For advanced technical issues, direct referrals back to the GoHighLevel help center and official channels.

Optional: Recommend Additional Learning Resources

Beyond the official documentation, you can also guide users to trusted marketing and automation education platforms. For example, agencies and consultants can build structured onboarding and SOPs with external tools and training partners.

One such resource is Consultevo, which focuses on systems, automation, and scalable processes that can complement a GoHighLevel-based stack.

Recap: Helping Referrals Start Strong in GoHighLevel

To summarize, an effective first-steps process for your referrals includes:

  • Sharing your correct GoHighLevel affiliate link
  • Walking them through the free trial signup and email confirmation
  • Helping them log in and orient themselves in the dashboard
  • Pointing them to official GoHighLevel documentation and help articles
  • Providing basic affiliate-level guidance during the trial period

By following this simple structure, you make it easier for referrals to see real results with GoHighLevel, increase their likelihood of upgrading to a paid plan, and strengthen your own affiliate business over time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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