Important Setup Note — Read Before Using GHL
Always use Chrome Incognito mode when working in GoHighLevel. A Chrome extension on the shared machine has been causing GHL to redirect to Google Sheets after approximately 10 seconds.
To open Incognito: press Cmd + Shift + N (Mac) or Ctrl + Shift + N (Windows), then navigate to app.gohighlevel.com. Incognito mode disables all extensions and prevents the redirect issue.
This affects all team members using Chrome on this machine. If you experience pages jumping unexpectedly, switch to Incognito immediately.
01
How the website chat widget captures leads and delivers them into GoHighLevel. Covers the visitor experience, conversation inbox, lead source tracking, replying to messages, and owner assignment.
Quality review notes
- Proper HTML5 structure with head/body, responsive CSS, and print styles
- Clear table of contents with 8 well-organised sections
- Excellent flow diagrams showing the webchat journey
- Known issues (W1-W4) documented with status badges
- Quick reference table and navigation paths included
- Light theme with gold/navy branding, professional tone throughout
02
How to create, send, and manage invoices in GHL. Covers the WF10 trigger, creating invoices manually, finding fee information on opportunities, payment tracking, and naming conventions.
Quality review notes
- 10 comprehensive sections covering the full invoicing lifecycle
- Clearly explains the WF10 automated trigger and Ruby's role
- Step-by-step instructions with numbered steps and callout boxes
- Invoice status badges explained (Draft, Sent, Due, Overdue, Paid, Partial)
- Troubleshooting and FAQ section for common issues
- Light theme with navy/gold VATable branding, print-friendly
03
Complete reference for all active GHL workflows (WF1-WF13). Covers trigger types, what each workflow does, how to check execution logs, pause/disable workflows, and manual enrolment.
Quality review notes
- 16 sections covering every workflow in the VATable account
- Each workflow documented with trigger, action, assignee, and status
- Includes navigation instructions and direct GHL links
- Execution logs and pause/disable instructions for troubleshooting
- Quick reference table at the end for at-a-glance lookup
- Dark theme with Inter font, well-structured card layout
04
How to navigate the three VATable pipelines (MASTER Sales, Case Management, Ian Sutton Sales), move opportunities between stages, and understand what each stage means for the team.
Quality review notes
- Covers all 3 pipelines with stage-by-stage explanations
- Visual pipeline flow diagrams for each pipeline
- Clear explanation of stage transitions and their automation triggers
- Includes opportunity creation, editing, and monetary values
- Light theme consistent with other core guides
- Properly documented the NMF stage warning (irreversible)
05
Managing client records in GHL: searching, viewing contact records, adding notes, understanding auto-logged entries, updating custom fields (Engagement Expiry Date, Warning Date), tags, and owner assignment.
Quality review notes
- 12 thorough sections covering every aspect of contact management
- Critical custom fields documented with automation dependencies clearly flagged
- Engagement Warning Date calculation explained with examples
- Tag reference table with 7 key tags and their meanings
- Contact owner rules table showing ownership at each pipeline stage
- Red accent theme, excellent use of warning/info/tip/automation callout boxes
06
Sending emails from GHL, understanding email templates, the vatables.co domain issue, email tracking (opens/clicks), and managing conversation threads across channels.
Quality review notes
- Comprehensive email and communications guide with dark theme
- Documents the vatables.co vs vatable.co domain mismatch issue
- Covers multi-channel communications (email, SMS, WhatsApp, web chat)
- Includes email template management and merge fields
- Minor: could benefit from more screenshots, but text instructions are clear
07
Overview of the custom HTML dashboards built for VATable: enquiry-by-source, conversion funnel, team activity, lost opportunities, and weekly/monthly trends. How to access and interpret each one.
Quality review notes
- Documents both GHL built-in reporting and the custom HTML dashboards
- Dark theme with indigo accent, sticky navigation bar
- References the 5 dashboard HTML files in docs/dashboards/
- Practical guidance on interpreting metrics and KPIs
- Minor: dashboard files are local HTML, so access instructions must be clear for non-technical users
08
How to send documents for e-signature in GHL, including engagement letters and 64-8 authorisation forms. Covers the document workflow, WF8 auto-note trigger, and tracking signed vs unsigned documents.
Quality review notes
- Covers document creation, sending, and e-signature tracking
- Documents the 64-8 form process and WF8 auto-note automation
- Dark theme consistent with guides 03, 06, and 09
- Includes merge field references for document templates
- Minor: some sections could use more detail on template editing
09
How to manage tasks in GHL: viewing your task queue, understanding auto-created tasks (WF7, WF10, WF11, WF12), completing tasks, and daily routines for Ruby and case workers.
Quality review notes
- Covers task viewing, filtering, completion, and daily routines
- Clearly maps which workflows create which tasks and for whom
- Purple accent dark theme, well-structured sections
- Includes role-specific guidance (Ruby's daily tasks vs case worker tasks)
- Minor: could include more on task prioritisation strategies