Getting Started: GoHighLevel WordPress Client Setup
This step-by-step guide explains how to connect GoHighLevel to a WordPress website as a client, similar to working with project tools like ClickUp, so you can track leads, embed forms, and publish funnels or websites on your own domain.
Follow the instructions carefully and coordinate with your agency so your tracking, forms, and pages work correctly from day one.
What You Need Before You Connect GoHighLevel
Before you start, make sure you have a few essentials ready. Your agency will usually guide you, but you should confirm the following items on your end.
- Admin access to your WordPress website
- Ability to install or edit plugins and themes
- Your main domain and any subdomains you plan to use
- Contact with your agency so they can provide links or code from GoHighLevel
Once you have these, you can move into connecting your site to the platform.
How GoHighLevel Tracks Activity on Your Site
Tracking is a key part of your setup. Your agency may use several features to capture leads and track visitors on your pages.
- Tracking script installed on your WordPress site
- Forms and surveys embedded into pages or posts
- Funnels and websites hosted on GoHighLevel but displayed on your domain
- Calendars and widgets used for booking or lead capture
Each of these tools may require you to add code, shortcodes, or URLs to your WordPress installation.
Provide WordPress Access to Your GoHighLevel Agency
Your agency may request direct access to your WordPress dashboard so they can complete setup tasks. There are two main ways to provide this access.
Create a New WordPress Admin User for GoHighLevel Work
- Log in to your WordPress dashboard.
- Go to Users > Add New.
- Enter a username and email address supplied by your agency.
- Set the Role to Administrator if you want them to fully manage integrations.
- Click Add New User and send the credentials securely.
This approach lets your agency manage plugins, themes, and any code needed for GoHighLevel setup.
Give Temporary Access Instead of a Full Account
If you prefer not to create a permanent user, you can grant temporary access using a secure access plugin or tool of your choice. Your agency may suggest a recommended method and walk you through it.
Once access is available, they can install tracking scripts, embed forms, and connect your domain to their funnels and websites.
Adding GoHighLevel Tracking Code to WordPress
Your agency may ask you to paste a tracking script into your WordPress theme or a plugin. This allows GoHighLevel to record visits, form submissions, and other key events.
Option 1: Use a Header/Footer Script Plugin
- Log in to your WordPress dashboard.
- Install a header and footer script plugin from the plugin repository.
- Activate the plugin and open its settings.
- Paste the tracking code supplied by your GoHighLevel agency into the header script box.
- Save the changes and clear any caching plugins.
This is usually the safest and easiest way to keep tracking code active through theme updates.
Option 2: Add Code Directly to Your Theme
- From the WordPress dashboard, go to Appearance > Theme File Editor (or similar).
- Open the header.php file of your active theme.
- Paste the tracking code right before the closing
</head>tag. - Save the file and check the front end of your site.
Only use this method if you are comfortable editing theme files and understand the risks of manual changes.
Embedding GoHighLevel Forms and Surveys in WordPress
Your agency may build forms and surveys inside GoHighLevel and then give you an embed code or link to place on your site.
Embed a Form on a Page or Post
- Copy the HTML or iframe code your agency provides.
- Open the WordPress page or post where you want the form.
- Switch to the HTML or Code view in your editor.
- Paste the embed code into the content area.
- Update or publish the page and preview it to confirm the form appears.
Forms embedded this way send data directly into your GoHighLevel account so your agency can automate follow-up actions.
Use Shortcodes or Blocks for GoHighLevel Forms
In some cases your agency may give you a shortcode or a block-based snippet instead of raw HTML. In that case:
- Open the page or post in the block editor.
- Add a Shortcode block or a specific custom block your agency recommends.
- Paste the shortcode or snippet and update the page.
This approach keeps your content cleaner and easier to manage.
Publishing Funnels and Sites from GoHighLevel to Your Domain
Your agency may also host pages, funnels, or full websites inside their account while showing them on your own domain or subdomain.
Share DNS or Domain Details With Your Agency
- Confirm which domain or subdomain will display your funnel or site.
- Provide your agency with access or instructions for your DNS provider.
- Your agency will create records such as CNAME entries pointing to GoHighLevel.
- Wait for DNS propagation, which can take several hours.
Once DNS is configured, the hosted content will load when visitors go to your chosen URL.
Link WordPress to Your Funnel or Website
Sometimes you may keep your existing WordPress pages and simply link to a funnel or site hosted in GoHighLevel.
- Create a new page or menu item in WordPress.
- Paste the URL provided by your agency as the target link.
- Update your menus or buttons so visitors are directed to the correct funnel step.
This hybrid method lets you maintain parts of your site in WordPress while still benefiting from the funnel and automation features your agency has built.
Testing Your GoHighLevel WordPress Client Setup
After everything is connected, run a few simple tests so you and your agency can confirm that tracking and forms are working.
- Visit your main pages in an incognito browser window.
- Submit each form or survey with test information.
- Book a test appointment if a calendar is embedded.
- Ask your agency to confirm that your actions show up correctly inside GoHighLevel.
If something does not record properly, share screenshots and URLs with your agency so they can quickly locate and fix the issue.
Working With a GoHighLevel Agency for Ongoing Optimization
Your connection to the platform is not a one-time task. As your campaigns grow, your agency may ask you to update pages, add new forms, or change tracking settings.
Keep a simple checklist with the following items:
- Who has WordPress admin access
- Which plugins are used for code or shortcodes
- Which domains and subdomains point to funnels or websites
- The contact person at your agency for any GoHighLevel changes
This makes collaboration smoother and avoids downtime when you update themes or plugins.
Where to Learn More About GoHighLevel WordPress Setup
To dive deeper into the technical side, review the official setup instructions in the original client-side guide from the platform here: GoHighLevel WordPress client setup guide.
If you need strategic help implementing campaigns, you can also work with specialists experienced in WordPress and marketing automation. A consulting partner such as Consultevo can coordinate with your agency to ensure your site structure, tracking, and funnels are aligned with your business goals.
With the right collaboration and careful setup, your WordPress site and GoHighLevel account can work together to capture more leads, track performance, and automate follow-up across your entire marketing system.
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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