1.2 - Setup Custom Menu Link In GHL

Connecting Custom Menu Link for Assistantz.ai to GoHighLevel

  1. Log in to Assistantz.ai Admin Dashboard

    • Access the admin dashboard of Assistantz.ai.

  2. Log in to GoHighLevel

    • Log in to app.gohighlevel.com and copy the custom menu link.

  3. Allow Automatic Client Invite

    • Enable automatic client invite to create a sub-account in GoHighLevel automatically.

  4. Create Custom Menu Link in GoHighLevel

    • Navigate to GoHighLevel admin dashboard and go to settings.

    • Click on custom menu links and create a new custom menu link.

    • Choose an icon and give the link a title.

    • Paste the custom menu link and set it to open in an iframe.

    • Remove from agency sidebar and leave the subaccount sidebar on.

    • Choose the accounts to show the link to and set role-based visibility.

    • Save the link.

  5. Accessing the Custom Menu Link

    • The custom menu link will appear in the sub-account section.

    • Clicking on the link will allow you to manage the sub-accounts from the admin section.

  6. Conclusion

    • The custom menu link allows for easy access and management of Assistantz.ai workspace within GoHighLevel.

    • Future videos will cover connecting Stripe and managing client billing.


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