How to Use the GoHighLevel WhatsApp Business Onboarding Checklist
If you manage client operations in tools like ClickUp and need a reliable messaging setup, learning how to use the GoHighLevel WhatsApp Business onboarding checklist will streamline your workflow. This guide walks you step by step through the checklist so you can connect your WhatsApp Business account, verify your business, and start sending messages efficiently.
What the GoHighLevel WhatsApp Checklist Does
The GoHighLevel WhatsApp Business onboarding checklist is an in-app guide that outlines every required task to activate WhatsApp messaging. It prevents missed steps and helps you track progress from connection to approval.
Inside the checklist, you will find:
- Connection requirements for Facebook and WhatsApp
- Configuration steps for your business information
- Verification and review statuses
- Indicators for pending items and completed tasks
By following the sequence in the checklist, you avoid setup errors that often delay message approval or lead to account review issues.
How to Access the WhatsApp Checklist in GoHighLevel
To begin using the GoHighLevel WhatsApp Business onboarding checklist, you must first navigate to the correct settings area in your account.
Step 1: Open Settings in Your GoHighLevel Account
- Log in to your GoHighLevel account.
- From the main dashboard, go to the Settings section.
- Look for the WhatsApp or WhatsApp Business area depending on your interface.
The checklist will either appear automatically when you enter the WhatsApp settings or be accessible via a button or tab labeled for onboarding or setup.
Step 2: Locate the WhatsApp Business Onboarding Checklist
Once in the WhatsApp settings page, you will see a structured checklist view. This GoHighLevel component guides you through every necessary onboarding item. It is usually divided into key sections, such as:
- Account connection
- Business details
- Phone number setup
- Verification status
- Final review and live status
Each item will have a status label showing whether it is completed, pending, or requires action.
Key Sections in the GoHighLevel WhatsApp Onboarding Checklist
The checklist in GoHighLevel is organized into logical segments so you can complete the onboarding sequence without confusion.
Connect Your Facebook and WhatsApp Business Accounts
To use WhatsApp Business through GoHighLevel, your Facebook and WhatsApp accounts must be properly linked.
- Click the item related to connecting your Facebook account.
- Follow the prompted login to your Facebook profile that manages your business assets.
- Select the correct Business Manager and WhatsApp Business account if requested.
- Confirm permissions so GoHighLevel can access WhatsApp messaging features.
After successful connection, the checklist will mark this item as complete and highlight the next required step.
Provide Business and Profile Information
The next part of the GoHighLevel checklist guides you to enter consistent business details so WhatsApp can verify your account.
- Business name
- Business address
- Website URL (if applicable)
- Business category and description
- WhatsApp display name and profile information
Ensure that these details match what appears in your Facebook Business Manager to reduce verification delays.
Set Up and Validate Your WhatsApp Phone Number
The WhatsApp onboarding checklist then walks you through phone number setup in GoHighLevel.
- Select or add the phone number you want to use for WhatsApp.
- Choose the verification method, such as SMS or voice call.
- Enter the code you receive to confirm ownership of the number.
After validation, the number will appear as connected within the checklist interface.
Submit for Meta or WhatsApp Review
Once your business information and phone number are configured, GoHighLevel will show a step in the checklist for review and verification.
- Confirm all displayed business details.
- Check that your WhatsApp display name follows the naming guidelines.
- Submit the configuration for review directly from the checklist.
The checklist will indicate whether your account is pending review, approved, or if any issues need to be corrected.
Monitoring Status Inside the GoHighLevel WhatsApp Checklist
The onboarding checklist also functions as a progress tracker so you always know where you stand.
Status Indicators in the GoHighLevel Interface
Each checklist item includes a visual indicator such as:
- Completed – all actions finished and accepted.
- In Progress – a step has been started but not finalized.
- Action Required – you must perform an update or submit information.
- Under Review – waiting for Meta or WhatsApp to approve your setup.
Review these indicators regularly until the full checklist shows completion and your number is live.
Resolving Common Checklist Issues in GoHighLevel
If items remain stuck or return errors, typical causes include:
- Mismatched business name or address between GoHighLevel and Facebook Business Manager
- Incorrect phone number format or unverified number
- Missing permissions for the Facebook user you used to connect
Update the relevant data, then revisit the checklist step to resubmit or retry the action.
After Completing the GoHighLevel WhatsApp Onboarding Checklist
When every step in the checklist is marked complete, your WhatsApp Business number is ready to use through GoHighLevel.
Confirm Your WhatsApp Number Is Live
- Return to the WhatsApp settings page.
- Verify that your number shows as Connected or Active.
- Check that no checklist items are flagged as pending or under review.
Once confirmed, you can begin configuring campaigns, workflows, and conversations using WhatsApp messaging.
Use GoHighLevel Automations with WhatsApp
After onboarding, combine WhatsApp with other GoHighLevel tools:
- Trigger WhatsApp messages from funnels or forms.
- Automate WhatsApp follow-ups through workflows.
- Centralize customer communication alongside SMS and email.
This integrated approach gives you a consistent messaging stack managed from a single platform.
Best Practices When Using the GoHighLevel WhatsApp Checklist
To avoid delays, follow these best practices as you work through the checklist.
- Complete steps in the exact order shown.
- Use accurate and consistent business information.
- Retain access to the Facebook account and Business Manager during setup.
- Document each step in your internal SOPs or project tools.
For agencies, this makes it easy to repeat the process for multiple client accounts using the same standardized approach.
Additional Resources for GoHighLevel WhatsApp Setup
To go deeper into advanced configurations beyond the basic onboarding checklist, consider these resources:
- Review the official help documentation for WhatsApp onboarding in GoHighLevel at this support article.
- Explore implementation guides, templates, and strategy resources for GoHighLevel users on agency-focused sites such as Consultevo.
Following the WhatsApp Business onboarding checklist carefully ensures your GoHighLevel workspace is ready for compliant, scalable messaging across all of your campaigns.
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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