The Marketer's Toolkit Support Center
All Categories GHL Customizer Features Location Groups: 4 Ways Of Putting Locations in Location Groups

Location Groups: 4 Ways Of Putting Locations in Location Groups

By Client Success
March 8, 2025

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:

  1. Obtain the price IDs for both monthly and annual plans

  2. Enter these IDs in the appropriate fields in the location group settings

  3. Subaccounts will automatically be placed in the correct group without additional configuration

Snapshot Method

To use snapshots for location grouping:

  1. Copy the snapshot ID from your snapshot

  2. Add this ID to the location group configuration

  3. Set conflict priorities if using multiple snapshots

  4. 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.

  1. Create your sheet:

    • Make a copy of the template sheet to your Google account

    • IMPORTANT: Set sharing permissions to "Anyone with the link"

  2. 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

  3. Connect the sheet:

    • Copy the complete Google Sheet URL to the location group settings

    • Click "Connect to Google Sheet" and select the appropriate tab

  4. 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:

  1. 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

  2. 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

  3. 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

Was this article helpful?

Thanks for your feedback!