The Ultimate GoHighLevel Snapshot | Hack Your SaaS To Scale Fast
I'm gonna show you guys everything that we do to set up a Small Business snapshot. All right.client with this ultimate
So once we've loaded the snapshot into their account I have the training course that we offer right up pulled up. I'm gonna follow step by stepto do here.
So imported thethe go ahead and of that.
So you need to add a user to theto my staff and make sure at least one person isn't should be your we're gonna go to integrations sure you have their google account connected.
If they have a Facebook or Instagram, these are business accounts, make sure those are connected a stripe account if you plan on using payments for them, make sure that you get that connected this is really easy to do you can do this with them on the call, we have onboarding services that take care of this for you and a whole bunch of other things on that onboarding, we trained them and everything but ▪ yeah so here you just your client would have toin and sign in with google select their account, press allow ▪ and voila now it is connected and then if you have with, so this is really your clients especially if they're local businesses will or should have a google my business account.
So make sure that whatever is in your G. M. B.
Alright soyou have accounts and other things that those will also populate and you can connect that here as well.
So here is where you canahead and choose the G. M. B.
Alright, once all of that is taken care of, you want to go ahead andover to the help them update their password if you've started them off with a temporary password for the email signature. Let's go ahead and update can populate their email existing or you can really quickly set up one for them right with their name and their business their company and their phone number.
Phone number. Wethe number they set up for them.
So this is the one I'm gonna put where do we
And they can put a website address here ascan customize it more by and things like that.
Right. Right safe. Andmake sure that they have the correct time zone selected.
And then here you would put in the hours that they would like to
So thisis related to the that is set up in the system.
Be sure to click update available availability, and meetinghave them connect or google meet accounts. And it's as easy as just through the prompts again and then on update availability here.
Super important once you do have the calendar you do haveconnected you want to come here and sync the calendar.
So it works withand
You can go ahead and do that right here.
And we have a whole training on thesettings when you're doing when you're configuring their trolling number so be sure to watch that.
enable their calendars. So now we have groups which is awesome.
What you're gonna say, you see how these areout that means there is nobody who, there's no to this
So what you're gonna do is go ahead andI believe. No no.
So you would go ahead and click on add user select yourhere, make sure you select the meeting can the event colors.
we aeady have this preset for you so that's all good. You can go i and change the description if you feel like just the office hours here, whatever you set in your profile will it is will take over and overwrite whatever is here you don't have to worry about this too much and but if you have multiple teams in this group, then you would and let's see t to go ahead and click here, enab
kay, it's always to have a buffer in between a 15-minute you should have a scheduling can go ahead and decide how long you want that scheduling notice to be for me.
I personally like a four-hour scheduling notice so that gives me enoughbut it depends on the industry.
So this is something that you canahead and ask your clients once you're getting their calendars set how many appointments they want to take in a day.
So I'm gonna set this to four like four appointments in ashould all be set already so you can just go ahead and end complete and you're gonna go ahead and click enable service.
There you go nowis configured. Okay, next we Alright, so the
clients should have a all the funnels and websites and other cool funnels and websites to work within the system.
They do need a domain.
recommend that they have a domain connected to the and it's super easy to buy a domain if your clients are not tech recommend that you buy one for them or guide them through buying one, and then we have this training on how to connect it back to here.
So once that's done you're gonnato sites and you're to connect all of these funnels to you to settings and you're just to select the domain from the ahead and do that for all the So your snapshot.
So to unlock your snapshot, you're going to goyou come here you're going to see an area it says setup all explained in this video.
So I don't want to get into that.
So I want to go out and unlock thatgood to go and use your snapshot and after you're done doing that you're gonna come here you're gonna copy this link right here.
And we areto switch. me ahead and duplicate this.
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