GoHighLevel Listings Onboarding

/ CRM, GHL / By

GoHighLevel Listings Self-Service Onboarding Guide

Use this step-by-step guide to configure Listings self-service onboarding in GoHighLevel so your clients can manage their online presence as easily as managing tasks in ClickUp. This article walks you through enabling the feature, guiding clients through the flow, and understanding what data is collected during onboarding.

What Is GoHighLevel Listings Self-Service Onboarding?

The Listings self-service onboarding experience in GoHighLevel allows your clients to connect and verify their business information on key directories without manual intervention from your team. Once activated, clients can follow a simple guided process to confirm their business details, choose locations, and authorize directory sync.

This feature is designed to:

  • Reduce setup time for new clients.
  • Improve data accuracy for business listings.
  • Streamline location verification inside your GoHighLevel account.

Prerequisites for Using GoHighLevel Listings Onboarding

Before you can use the Listings onboarding flow in GoHighLevel, confirm the following prerequisites:

  • You have access to the Listings feature in your account.
  • You have at least one location created for the client.
  • Client contact information (email and business details) is available and accurate.

If you need broader strategy help or implementation services, you can also consult external experts, such as agencies like Consultevo, that specialize in CRM configuration and process optimization.

How to Enable Listings Self-Service in GoHighLevel

Follow these steps to enable the Listings onboarding experience in GoHighLevel for a client location.

Step 1: Access the Location in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. From the main dashboard, navigate to the Sub-Account or Location you want to configure.
  3. Confirm that the correct business name and address are already set up in the location settings.

Step 2: Open the Listings Area in GoHighLevel

  1. Within the selected location, go to the section related to Listings or Online Listings.
  2. Look for the option that references self-service onboarding or onboarding flow.
  3. Ensure the Listings product or add-on is active for this location, if applicable.

Step 3: Turn On the Self-Service Onboarding Flow

  1. Locate the toggle or setting that enables the Listings self-service flow.
  2. Activate the setting so that clients can start the onboarding experience themselves.
  3. Save your changes to apply them to the selected location.

Once the Listings self-service option is enabled, GoHighLevel will make the onboarding screen available to your client when they access the applicable area in their account.

How Clients Complete the GoHighLevel Listings Onboarding

After you enable the feature, your client can log into their GoHighLevel account and follow a guided process. The following steps outline what they will typically see and do.

Step 1: Start the Listings Onboarding Flow

  1. The client logs into their GoHighLevel location.
  2. They navigate to the Listings section, where a prompt to start onboarding appears.
  3. The client clicks the button (for example, Get Started or Start Onboarding) to open the self-service experience.

Step 2: Confirm Business Information in GoHighLevel

  1. The onboarding screen displays the business name, address, and phone number.
  2. The client reviews each field for accuracy.
  3. If any information is incorrect, they update it before proceeding.

During this stage, GoHighLevel may also request additional data related to the business category or primary services offered, which helps match the listings with the correct directories.

Step 3: Verify Location and Ownership

  1. The client may be asked to confirm the physical location of the business.
  2. They might need to accept terms to verify that they are authorized to manage the business listings.
  3. Depending on the integration, an extra verification step (such as email or phone confirmation) can appear.

This verification gives GoHighLevel and connected providers confidence that the user has permission to manage listings for that location.

Step 4: Authorize Listings Sync

  1. The onboarding flow shows a summary of how listings will be synchronized.
  2. The client reviews the directories or networks that will receive their business data.
  3. They accept the terms and grant permission for GoHighLevel to manage their listings on supported platforms.

After this authorization, ongoing updates to business information from within GoHighLevel can be propagated to the connected directories, helping keep data consistent.

Data Collected During GoHighLevel Listings Onboarding

During the self-service process, GoHighLevel typically captures and uses several categories of data:

  • Core business data: name, address, phone, and website.
  • Business categories: primary and possibly secondary categories to improve directory placement.
  • Location details: physical address confirmation and sometimes map position.
  • Authorization confirmation: proof that the user is authorized to manage the listing.

This information is used solely to power listings management and improve the quality and consistency of your client’s presence across directories.

Troubleshooting GoHighLevel Listings Onboarding Issues

If a client encounters issues during the GoHighLevel onboarding flow, use the tips below:

  • Onboarding screen not visible: Confirm that Listings self-service is enabled for the location and that the account has access to the Listings feature.
  • Incorrect address or phone: Ask the client to update the location details in GoHighLevel settings, then restart the onboarding flow.
  • Verification errors: Ensure the client uses the correct email or phone and that any required verification codes are entered promptly.

For additional, official technical details and the latest interface screenshots, always refer to the original GoHighLevel documentation at this Listings self-service onboarding article.

Best Practices for Managing Listings with GoHighLevel

To get the most value from Listings self-service onboarding in GoHighLevel, keep these best practices in mind:

  • Standardize business data: Use identical name, address, and phone details across all locations.
  • Train clients briefly: Provide a short overview or video showing where to start the onboarding flow.
  • Review data after onboarding: Check the synced listings periodically to ensure accuracy.
  • Update details promptly: Any time a business moves or changes phone numbers, update the location in GoHighLevel and confirm that listings resync.

By following these steps and recommendations, you can implement a smooth, scalable Listings onboarding process in GoHighLevel that empowers clients to control their online presence with minimal support from your team.

Need Help With ClickUp?

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

Scale GoHighLevel

“`