GoHighLevel Business Profile Settings How-To
Use this step-by-step guide to configure your Business Profile settings in GoHighLevel so your account details, contact information, and defaults stay consistent across all locations and tools you connect, including ClickUp and other platforms in your tech stack.
The Business Profile area controls core account data for your agency or business. Setting it up correctly in GoHighLevel ensures invoices, emails, and system notifications show accurate company details.
Where Business Profile Lives in GoHighLevel
The Business Profile screen sits at the agency level of your GoHighLevel account. Only users with access to the main agency view can change these settings.
- Log in to your agency account.
- In the left sidebar, click Settings.
- Select Business Profile from the submenu.
Once opened, you will see several sections that let you define company details, contact information, and default values that apply to the entire agency within GoHighLevel.
How to Add Company Information in GoHighLevel
The first section lets you define your core company identity. These fields are important for branding and documentation.
Step 1 – Enter Your Company Name
In the Company Name field:
- Type the legal or primary trading name of your business.
- Use the same name that appears on invoices and contracts.
- Verify spelling and capitalization for consistency.
This name often appears in transactional communications sent from GoHighLevel, so accuracy matters.
Step 2 – Upload a Company Logo
In the Logo area:
- Click the upload or image button.
- Select your logo from your computer.
- Wait for the preview to appear.
Use a clear, high-resolution image with a transparent or neutral background wherever possible. This logo can be used in various parts of GoHighLevel, such as funnels, membership areas, or client-facing assets, depending on how you configure other settings.
Step 3 – Define the Company Address
In the address fields, enter:
- Street: The main street address for your business.
- City and State/Region.
- Zip/Postal Code.
- Country from the dropdown menu.
This address can be referenced in communications, receipts, and internal documentation within GoHighLevel.
How to Configure Contact Details in GoHighLevel
The next part of your Business Profile controls how people can reach your company. Correct contact details make it easier for clients and team members to communicate with you through GoHighLevel.
Step 4 – Add Company Phone Number
In the Phone field:
- Enter your primary business phone number.
- Include the country code if you serve international clients.
- Use a monitored line that can handle customer queries.
This number can be referenced for internal use and may be visible in certain agency-level communications.
Step 5 – Add Company Email Address
In the Email field:
- Type your main support or admin email address.
- Use a professional domain-based email (for example, support@yourdomain.com).
- Confirm that this inbox is monitored regularly.
This email address can be used as a contact point for system notifications and agency-level communications that originate from GoHighLevel.
Agency Defaults and Links in GoHighLevel
The Business Profile page may also display additional fields or links related to your agency setup and help documentation.
Step 6 – Review Primary Website or URL Fields
If there is a field for your main Website or primary URL, enter the public website for your business. This helps maintain a consistent brand footprint when your information appears in templates or shared assets within GoHighLevel.
Step 7 – Access the Official Help Documentation
To verify any field definitions or see updated screenshots, you can consult the official help article:
This external resource from the GoHighLevel help center provides the most current interface details and any new options added over time.
How to Save and Confirm Business Profile Changes in GoHighLevel
After filling out your company data, you must save your changes so they apply across your agency.
Step 8 – Save Your Settings
- Scroll to the bottom of the Business Profile page.
- Click the Save button.
- Wait for the confirmation notification or visual cue that settings have been updated.
Do not navigate away from the page before saving, or your edits may be lost.
Step 9 – Verify Information Across Your Account
Once your Business Profile is saved in GoHighLevel:
- Open other agency-level areas like invoices or global templates to confirm the correct company name and logo appear.
- Send a test communication (where applicable) to ensure that any company details pulled from the profile are accurate.
- Ask a team member to review the information for a second check.
This verification step helps prevent incorrect company details from being shared with clients.
Best Practices for Managing GoHighLevel Business Profiles
To keep your data accurate and professional, use these practical guidelines when managing your Business Profile in GoHighLevel.
Keep Your Details Up to Date
- Update the company address if you move offices.
- Change the phone number or email address when your main support channel changes.
- Refresh the logo if you rebrand or update color schemes.
Regular reviews ensure every new client and campaign sees the correct information pulled from your GoHighLevel profile.
Align Brand Assets Across Platforms
Use the same logo, business name, and contact details across all systems, including your CRM, project management tools, and email marketing platforms. For example, you can match the data in your GoHighLevel Business Profile with the business details you maintain in other tools you use alongside it.
Control Who Can Edit the Business Profile
Because these settings affect your entire agency in GoHighLevel, limit edit access to trusted admins or owners. This reduces accidental changes to crucial fields such as company name, invoicing address, or official contact email.
When to Revisit Business Profile Settings in GoHighLevel
You should revisit the Business Profile section anytime your organization undergoes a notable change.
- Rebranding: New name, logo, or visual style.
- Relocation: Address, city, or country change.
- Support changes: New support email or phone number.
- Compliance updates: When legal or tax-related information tied to your business address changes.
By proactively managing these settings in GoHighLevel, you prevent outdated information from appearing in client-facing assets.
Next Steps After Configuring Your GoHighLevel Business Profile
Once your Business Profile is correctly set up, you can continue optimizing your account, pipelines, and automations with a clear brand foundation in place.
If you need strategic help integrating your GoHighLevel setup into a broader marketing, CRM, or automation strategy, you can explore additional resources and consulting support at Consultevo.
With an accurate Business Profile and consistent data across your systems, your GoHighLevel account becomes easier to manage, more professional to clients, and better aligned with your overall business operations.
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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