How to Set Up Custom Notifications in GoHighLevel
If you manage client work in ClickUp and run your CRM in GoHighLevel, aligning notifications between tools is essential. This guide explains, step by step, how to configure your personal notification preferences as a user inside a GoHighLevel sub-account so you never miss an important update.
Following these instructions, you will be able to fine-tune alerts for leads, conversations, pipeline changes, and more, using both email and in-app notifications.
Understanding GoHighLevel Notification Settings
In a GoHighLevel sub-account, each user can control which events trigger alerts and how those alerts are delivered. These settings apply only to your user profile and do not modify other users’ preferences in the same sub-account.
You can typically customize:
- Types of events you want to be notified about
- Notification channels (email, in-app, or both)
- The sub-account context where notifications apply
All configuration happens inside the sub-account environment, not at the agency level, so make sure you are working in the correct location before making changes.
Accessing Your GoHighLevel Sub-Account
Before you adjust notifications, confirm that you are inside the right GoHighLevel sub-account. Notification rules are scoped to the sub-account you are currently in.
- Log in to your GoHighLevel account with your user credentials.
- From the main agency view, select the sub-account where you want to manage your notifications.
- Wait for the sub-account dashboard to load completely.
Once you are on the sub-account dashboard, you are ready to open the area where user-level settings, including notifications, can be configured.
Opening User Settings in GoHighLevel
Notification preferences are tied to your user profile. You must access your personal account area to make any notification changes.
- In the top-right corner of the GoHighLevel interface, click your profile avatar or initials.
- From the dropdown menu, click Settings or the equivalent profile/settings option displayed for your user.
- Within your user settings, look for a section labeled Notifications, My Notifications, or similar wording.
This notification section is where you will manage which events trigger alerts and through which channels you receive them.
Configuring GoHighLevel Notification Types
Inside the notification panel, GoHighLevel typically lists different categories or types of events that can generate alerts. These might include items such as:
- New leads or contacts being created
- Form or survey submissions
- New conversations or replies in the conversations area
- Pipeline or opportunity status changes
- Assigned tasks or workflow events
To configure these options:
- Review the list of available notification events.
- Enable notifications for the specific events that are important to your daily workflow.
- Disable events that are not relevant, to reduce noise and avoid alert fatigue.
Adjusting only what you truly need helps you stay focused while still being immediately aware of key updates inside your GoHighLevel sub-account.
Setting GoHighLevel Email and In-App Alerts
For each notification type, GoHighLevel usually allows you to choose the delivery method. By combining channels, you can capture urgent messages while keeping your inbox manageable.
- Locate the notification event you want to adjust.
- Check or uncheck the Email option to receive or stop receiving email alerts.
- Check or uncheck the In-App or Desktop notification option based on your preference.
- Repeat the process for each event category you want to fine-tune.
Typical strategies include:
- Email only for high-priority items such as new leads or booked appointments.
- In-app only for lower-priority events that you can review while working inside GoHighLevel.
- Both channels for time-sensitive items like payment failures or urgent conversations.
Managing GoHighLevel Notifications Per User
Notification settings in a GoHighLevel sub-account are user-specific. This means each user can have a unique configuration tailored to their role.
Consider the following role-based approaches:
- Sales representatives: Enable notifications for new opportunities, assigned tasks, and conversation replies.
- Client success or support: Focus on message notifications, form submissions, and appointment updates.
- Agency owners or managers: Enable only high-level alerts such as new leads or important pipeline changes.
If you have multiple team members, encourage each one to log in to their GoHighLevel user profile and adjust their own settings, rather than trying to create a one-size-fits-all configuration.
Testing and Verifying GoHighLevel Notifications
After you save your settings, it is important to verify that GoHighLevel notifications are working as expected.
- Trigger a test event, such as submitting a test form, creating a test lead, or sending a message from a test contact.
- Check your email inbox to confirm that email notifications arrive, if enabled.
- While logged in to your sub-account, watch for in-app popups or alerts within the notifications area.
- If you do not see notifications, re-open your user settings and confirm that the correct events and channels are selected.
This quick test helps ensure you will receive critical alerts when real leads or customers interact with your system.
Best Practices for GoHighLevel Notification Setup
To keep your workflow organized and avoid missing key information, consider these best practices when configuring your GoHighLevel notifications:
- Start with essentials only: Enable notifications for the most important actions first, such as new leads and conversations.
- Review settings regularly: As your processes evolve, revisit your notification panel every few weeks or months.
- Align with team roles: Make sure each team member’s notifications match their specific responsibilities.
- Combine with task tools: If you manage tasks in platforms like ClickUp, map which GoHighLevel events should also produce tasks in your project management system.
Additional GoHighLevel Resources
For the original platform documentation on configuring user notifications, refer to the official guide on the GoHighLevel help center: How to set up custom notifications as a user in a sub-account.
If you need strategic help implementing GoHighLevel across your agency or business, including notification strategy, automation design, and CRM optimization, you can explore consulting and implementation services at Consultevo.
Summary: Optimizing GoHighLevel Notifications
By customizing your user-level notifications in a GoHighLevel sub-account, you stay informed about leads, messages, and key pipeline changes without overwhelming your inbox. Access your profile settings, choose the events that matter most, and set the right mix of email and in-app alerts. Review your choices periodically, and encourage your team members to personalize their own configurations so everyone can work efficiently inside GoHighLevel.
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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