Before you start
Open the Assistable workspace that should own the client account. Use a GoHighLevel login with permission to authorize the intended agency or location. If the location already belongs to another Assistable workspace, resolve that ownership before attempting another setup.Connect
- Open Accounts → New account → Connect GoHighLevel.
- In the GHL authorization flow, choose the intended agency or location and review the requested access.
- Finish authorization and return to Accounts. If you authorized an agency, use New account → Import installed locations to select its installed locations.
- Open the intended account. Confirm its business details and inspect Sub-account connection in the portal header.
- Wait for Connected, then test the feature you will use. For booking, select the assistant’s calendar and complete a test appointment.
Choose the authorization scope
Use the login and permissions required by GHL for the intended choice. An agency connection does not automatically select every location for import. Workspace setup explains every import control; the connection status reference covers checking, refreshing and error states.
If the connection fails
- Not connected: complete authorization for this account; a connection to a different location does not cover it.
- Token expired: try Refresh from Agency when this account belongs to your connected agency.
- Access revoked: reconnect GHL and authorize the correct location.
- Connection misconfigured: contact support with the account and location IDs and the displayed error.
- Couldn’t reach GoHighLevel: retry the check before replacing a working connection.