Getting Started With GoHighLevel

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Getting Started With GoHighLevel Agency Launchpad

If you use tools like ClickUp to organize your work, you will appreciate how the GoHighLevel Agency Launchpad centralizes your onboarding tasks in one guided flow. This step-by-step how-to article walks you through the Launchpad so you can quickly configure your account, connect your tools, and get ready to sell and fulfill services inside GoHighLevel.

The Agency Launchpad is designed for new agency accounts and appears as a guided checklist. Each section helps you connect critical integrations and complete must-do setup items before you start inviting clients and automating campaigns.

What the GoHighLevel Agency Launchpad Does

The Agency Launchpad in GoHighLevel is an onboarding wizard that groups essential setup steps into a single, easy-to-follow experience. Instead of hunting through different menus, you follow one path to make sure your environment is properly configured.

Inside the Launchpad, you will typically see tasks organized around:

  • Core integrations for communication and billing
  • Agency profile and account configuration
  • Fulfillment tools and white-label options
  • Support, education, and resource links

Completing these items ensures that GoHighLevel can send messages, process payments, and track activity correctly from day one.

How to Access the GoHighLevel Agency Launchpad

The Agency Launchpad is available to the main agency account after signup.

  1. Log in to your agency-level account.

  2. From the left-side navigation, locate the onboarding or Launchpad section. In most layouts, this appears near the top of the menu for new accounts.

  3. Click the Launchpad card or menu link to open the guided setup interface.

If you have already completed the Launchpad, it may no longer appear by default. In that case, look for any onboarding banner or help link that reopens it, or use the search bar in the help area to locate the Agency Launchpad overview.

Core Integrations to Connect in GoHighLevel Launchpad

The first portion of the GoHighLevel Agency Launchpad focuses on connecting your external apps. These are required for sending messages, making calls, and collecting payments.

Connect Email Services in GoHighLevel

To send reliable email campaigns and automation, you must connect an email service provider.

  1. Open the Launchpad and find the email integration card.

  2. Choose your provider (for example, SMTP or a supported email platform).

  3. Follow the on-screen prompts to add your credentials, domain settings, and any authentication records requested.

  4. Send a test email from within the integration panel to confirm everything works.

Proper email setup helps reduce deliverability issues and ensures GoHighLevel can send system notifications and marketing emails for you and your clients.

Connect Phone System (Twilio or Native Options)

The Launchpad will prompt you to connect a phone system so you can make and receive calls and SMS.

  1. In the Launchpad, locate the phone or SMS integration step.

  2. Select the supported provider option offered in your account view.

  3. Authorize access or paste in your account credentials as instructed.

  4. Purchase or connect phone numbers as needed for your agency and sub-accounts.

Once configured, GoHighLevel can use your numbers for two-way messaging, call tracking, and automation workflows.

Connect Your Payment Processor

The GoHighLevel Agency Launchpad also guides you through connecting a payment processor so you can collect fees and product payments inside funnels, forms, and invoices.

  1. Find the payments or billing card inside the Launchpad.

  2. Select the supported payment gateway listed in your account.

  3. Log in to the gateway when prompted and approve the connection.

  4. Return to GoHighLevel and confirm that your account status shows as connected.

After this, you can start building products, subscriptions, and order forms without leaving the platform.

Account and Agency Setup in GoHighLevel

Beyond integrations, the GoHighLevel Agency Launchpad helps you configure your profile, branding, and key preferences.

Complete Your Agency Profile

Your agency profile appears in various parts of the system and sets the foundation for white-label usage.

  1. In the Launchpad, open the agency profile or account details step.

  2. Fill in your business name, address, website URL, and contact information.

  3. Upload your logo files where requested.

  4. Save your changes and confirm that the preview looks correct.

This information is used for client-facing portals, email footers, and invoices, depending on your configuration.

Review User Access and Permissions

Although the primary focus of the Launchpad is integrations and setup, it also points you to user management areas.

  1. From the onboarding prompts, navigate to the settings area for users and teams.

  2. Add team members who need access to the agency account.

  3. Assign appropriate roles and permissions so each person can manage only what they need.

  4. Send invites and confirm that they can log in successfully.

Organizing access early helps you maintain security as your usage of GoHighLevel grows.

Using GoHighLevel Launchpad to Explore Tools

The Launchpad also acts as a guided tour of important tools within GoHighLevel. These prompts help you understand what is possible without overwhelming you.

Follow Guided Tours and Tooltips

When you click into tasks from the Agency Launchpad, contextual tooltips and short checklists will appear.

  • Read each tooltip to understand what a specific feature does.
  • Click through suggested buttons to open related pages, such as pipelines, automations, or funnels.
  • Finish each mini-task before returning to the Launchpad checklist.

Completing these helps you learn where features live and how they connect.

Access Help Articles from the Launchpad

Each Launchpad section typically links to a related help article in the official knowledge base.

  1. Click the help or documentation link displayed on a Launchpad card.

  2. Review the article for detailed screenshots and additional configuration tips.

  3. Return to the Launchpad and mark the item as complete when finished.

You can reference the original overview at any time here: Agency Launchpad Overview.

Best Practices for Completing GoHighLevel Launchpad

To get the most from the GoHighLevel Agency Launchpad, work through it methodically rather than skipping around.

  • Start with integrations: Email, phone, and payments are foundational. Finish these before building complex workflows.
  • Test each connection: Send a test email, place a test call, and run a small test transaction.
  • Document your settings: Record which accounts and credentials you used so your team can maintain them.
  • Revisit sections as you grow: As your agency adds services, reopen the Launchpad or related settings to extend your configuration.

If you also manage broader systems or want done-for-you consulting, you can explore additional resources at Consultevo, which focuses on agency systems and optimization strategies that pair well with platforms like GoHighLevel.

Next Steps After Finishing GoHighLevel Launchpad

When all steps in the Agency Launchpad are marked complete, your account is ready for real-world use.

  • Create sub-accounts for your first clients and apply templates.
  • Build simple pipelines and automations that rely on your newly connected integrations.
  • Set up basic dashboards and reports to monitor performance.
  • Continue exploring advanced features such as white-label options, snapshots, and additional integrations.

By following the guided onboarding and carefully completing each task, you ensure that GoHighLevel is configured correctly from the start, reducing technical issues and helping your agency move faster as you scale.

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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