1.2 - Setup Custom Menu Link In GHL
Connecting Custom Menu Link for Assistantz.ai to GoHighLevel
-
Log in to Assistantz.ai Admin Dashboard
-
Access the admin dashboard of Assistantz.ai.
-
-
Log in to GoHighLevel
-
Log in to app.gohighlevel.com and copy the custom menu link.
-
-
Allow Automatic Client Invite
-
Enable automatic client invite to create a sub-account in GoHighLevel automatically.
-
-
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.
-
-
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.
-
-
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.
-