The GHL Customizer gives you several ways to put Locations into Location Groups. Check out this video for an in-depth look at how to do this:
This document explains the four methods for adding locations to a location group and how to automate this process using workflows.
Manual Location ID Method
To manually add a location to a group, copy the location ID from the URL of the location page and paste it directly into the location group configuration.
SAAS Configurator Plan Method
When using SAAS configurator plans with the 497 plan of GHL:
Obtain the price IDs for both monthly and annual plans
Enter these IDs in the appropriate fields in the location group settings
Subaccounts will automatically be placed in the correct group without additional configuration
Snapshot Method
To use snapshots for location grouping:
Copy the snapshot ID from your snapshot
Add this ID to the location group configuration
Set conflict priorities if using multiple snapshots
Note that snapshots cannot be removed from your sub account inside of Go High Level. They will always be associated with that account. Thus, conflict priorities are important so you can tell the Customizer which snapshot should take precedence.
Google Sheet Method
Using a Google Sheet allows you to use workflows to put your sub accounts into the appropriate location group after purchasing an offer.
Create your sheet:
Make a copy of the template sheet to your Google account
IMPORTANT: Set sharing permissions to "Anyone with the link"
Configure your sheet:
Create tabs with plan names (do not use special characters or punctuation)
Use the required format: "Location ID" and "Location Name" columns
Connect the sheet:
Copy the complete Google Sheet URL to the location group settings
Click "Connect to Google Sheet" and select the appropriate tab
Usage notes:
Updates occur in real-time with no caching delays
Use the Toolkit Super Admin to verify location group mapping
Automating with Workflows
To automatically add new locations to your Google Sheet:
Install Agency Management Workflow Actions:
Log in to your toolkit account
Apply to the beta program through the menu
Follow the installation instructions sent via email
Create automated workflows:
Set triggers for events like "Order Form Created" or "Location Created"
Use "Get location by user's email" to retrieve location IDs
Update contact records with location information
Add entries to your Google Sheet
Additional workflow capabilities:
Update location names
Modify location settings
Organize locations based on customer attributes
Support
For assistance with location group configuration or workflow setup, contact support@themarketerstoolkit.com
Related Help Docs:
Grouping Locations with Google Sheets:
https://help.themarketerstoolkit.com/article/79/location-groups-grouping-locations-with-google-sheets
Connecting to Snapshots with Snapshot ID:
https://help.themarketerstoolkit.com/article/31/location-groups-connecting-to-snapshots-with-snapshot-id
Connecting to SaaS Configurator Price ID: https://help.themarketerstoolkit.com/article/102/location-groups-connecting-to-saas-configurator-price-id
Custom Features per Location and Level:
https://help.themarketerstoolkit.com/article/1/location-groups-custom-features-per-location-and-level
Linking to Menu Items Not Listed:
https://help.themarketerstoolkit.com/article/4/location-groups-linking-to-menu-items-not-listed
Duplicating a Location - Export & Import Settings:
https://help.themarketerstoolkit.com/article/5/location-groups-duplicating-a-location-export-import-settings
