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Freedom Launch Accelerator(AI GUIDE)
Step 1 of 10
130-45 minutes

Set Up Your GoHighLevel Account

Create and configure your GoHighLevel SaaS Pro agency account with Stripe and custom domain

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Overview

GoHighLevel is the foundation of your AI agency. It's an all-in-one platform for building AI chatbots, voice AI, managing clients, and delivering services.

Why This Matters

Setting up GHL correctly from the start ensures you can scale efficiently, manage multiple clients, and provide professional white-labeled services. This is your command center for everything.

Step-by-Step Checklist

Action Items

Common Mistakes to Avoid

  • •Using regular GHL instead of SaaS Pro (can't white-label)
  • •Skipping custom domain setup (looks unprofessional)
  • •Not enabling rebilling (have to manually bill clients)
  • •Forgetting to verify domain (DNS propagation takes 5-30 min)
  • •Not connecting Stripe before creating sub-accounts

Interactive Tools

Get Your Extended Free Trial

Start your GoHighLevel SaaS Pro account with an extended free trial. Everything you need to build and scale your AI agency.

Quick Links

GoHighLevel
Extended Free Trial
Stripe
Payment processing
Cloudflare
Domain & DNS

DNS Record Generator

Enter your domain to generate the exact DNS records you need to add in Cloudflare

Leave as "app" or use "crm", "portal", etc.

The domain you own (e.g., youragency.com)

DNS Records to Add in Cloudflare
Enter your domain to generate DNS records

Instructions:

  1. Go to GoHighLevel → Settings → Company → Add Domain
  2. Enter your full domain (app.yourdomain.com)
  3. Copy the DNS records above
  4. Go to Cloudflare → DNS → Add Records
  5. Wait 5-30 minutes for DNS propagation
  6. Verify domain in GoHighLevel

Stripe & Payment Setup Guide

Set up automated payments and recurring billing so you get paid automatically every month. This is critical for building predictable recurring revenue.

Automated Billing
Charge clients automatically each month
Recurring Revenue
Predictable monthly income
Failed Payment Handling
Auto-retry and notifications
1

Create Your Stripe Account

Stripe is the payment processor that will handle all your client payments. It's free to set up and only charges 2.9% + $0.30 per transaction.

Go to stripe.com and click "Start now"
Enter your business email, create a password
Fill out business details (you can use your personal info if you're a sole proprietor)
Connect your bank account for payouts (Stripe pays you every 2 days)
Important:
Stripe will ask for your SSN or EIN for tax purposes. This is normal and required by law. Your information is secure.
2

Connect Stripe to GoHighLevel

Now connect your Stripe account to GoHighLevel so you can charge clients directly from GHL.

In GoHighLevel, go to Settings → Payments → Integrations
Click "Connect Stripe"
Log in to your Stripe account when prompted
Authorize GoHighLevel to access your Stripe account
You should see "Connected" with a green checkmark
3

Create Your Subscription Products

Set up your service packages as subscription products in GHL. These will automatically charge your clients every month.

Go to Payments → Products in GoHighLevel
Click "Create Product"
Choose "Subscription" as the product type
Set billing interval to "Monthly"

Recommended Products to Create:

Conversation AI
$397/mo
• Website chatbot
• Instagram/Facebook DM automation
• Lead qualification
Voice AI
$697/mo
• 24/7 phone answering
• Appointment booking
• Call forwarding
Complete Package
$847/mo
• Everything above
• Priority support
• Custom workflows
4

Enable Automated Rebilling

This ensures clients are automatically charged every month without you having to manually invoice them.

When creating each product, check "Enable Rebilling"
Set rebilling frequency to "Monthly"
Choose when to charge: "On the same day each month" (e.g., 1st of every month)
Enable "Retry failed payments" (Stripe will auto-retry 3 times over 2 weeks)
5

Set Up Failed Payment Notifications

Sometimes payments fail (expired card, insufficient funds). Set up automatic notifications so you can follow up.

Go to Automations → Workflows in GoHighLevel
Create a new workflow with trigger: "Payment Failed"
Add action: "Send Email" to the client asking them to update their card
Add action: "Send SMS" as a backup notification
Add action: "Notify You" via email so you can follow up personally
💡 Pro Tip:

Include a payment link in the failed payment email so clients can update their card with one click. This dramatically increases recovery rates.

6

Test Your Payment Setup

Before charging real clients, test your payment setup to make sure everything works correctly.

In Stripe, enable "Test Mode" (toggle in top-right corner)
Use Stripe's test card number: 4242 4242 4242 4242
Use any future expiration date and any 3-digit CVC
Create a test subscription in GoHighLevel
Verify the payment shows up in your Stripe dashboard
Once confirmed, switch back to "Live Mode" in Stripe

Common Issues & Solutions

❌ "Stripe connection failed"
✅ Make sure you're using the same email for both Stripe and GoHighLevel. Disconnect and reconnect if needed.
❌ "Payment not showing in Stripe"
✅ Check if you're in Test Mode vs Live Mode. Test payments only show in Test Mode dashboard.
❌ "Client says they were charged twice"
✅ Check Stripe dashboard for duplicate charges. If found, issue a refund immediately and check your rebilling settings.
❌ "Rebilling didn't work"
✅ Verify "Enable Rebilling" is checked on the product. Also check if the client's card is expired or declined.

Additional Resources

Stripe Documentation
Official Stripe setup guides
GoHighLevel Support
Help articles for payment integration

Setup Summary

1
Sign up for GoHighLevel SaaS Pro
Required for white-labeling and rebilling
2
Connect Stripe Account
For processing payments and rebilling clients
3
Set Up Custom Domain
Use the DNS generator above to configure
4
Upload Your Logo & Branding
Make it look professional from day one

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