Onboarding Series Part 1: Account Setup
Start here: the first onboarding video covers account fundamentals - business profile, team, and the settings everything else depends on.
14-day free trial · No contracts · Cancel anytime
Video one of HighLevel's official onboarding series walks the true beginning: completing your business profile, adding team members with correct roles, and the account-level settings that later automations assume are right.
Fifteen minutes here prevents the classic week-two problems - wrong time zones breaking appointment reminders, missing permissions blocking staff, unconfigured branding leaking into client-facing pages.
- Business profile and branding setup
- Team members, roles and permissions
- Time zone and localization settings
- The settings later automations depend on
Ready to try it yourself?
Part 1 of HighLevel's onboarding series - initial account setup, business profile and the foundations every later feature builds on.
Frequently Asked Questions
Do I need this if I loaded a snapshot?
Yes - snapshots build systems, but account-level settings remain yours to configure correctly.
How long is the video?
Short and practical - each series episode targets one sitting.
