The Marketer's Toolkit Support Center

Overview: Route Planner (Beta) - Efficiently maps the best routes for your services.

Tom Bristol — Fri, 01 Nov 2024 14:05:45 +0000

The Route Planner is an app that introduces custom Workflow Actions in your Workflow steps allowing you or your clients to optimize routes from a set of addresses.

A common use case would be optimizing routes for delivery guys to reach customers' places in the most efficient way in the area.

As of writing, there's only ONE (1) action available for you...

Google Address Autocomplete API Key - Creating a Google Maps API Key for Forms, Surveys & Inside of the Contacts Area

Tom Bristol — Fri, 24 May 2024 17:33:37 +0000

You can add Google Address Autocomplete functionality in several places:

Inside of Go High Level on the Contacts Page using the GHL Customizer

On Go High Level forms & surveys (Here's the link to the scripts & instructions needed)

GHL Customizer Feature - Add Auto Complete to the Contacts Page

To add autocomplete...

Proper Installation of the GHL Customizer & Theme Builder

Tom Bristol — Sun, 25 May 2025 02:26:07 +0000

If you are using the Theme Builder and the GHL Customizer, there should be THREE sections of code in your Go High Level, Company Settings > White Label Section.

Custom JS

GHL Customizer Javascript

Theme Builder Javascript

Custom CSS

Theme Builder CSS

Entire System Overview - GHL Customizer Features

Client Success — Mon, 19 Dec 2022 04:26:37 +0000

0:05 Hi, this is Ashton and today we're going over the Ghl customizer featured section and today we are looking at the entire system and the first thing we're gonna look at is the custom faviconon.

Custom Favicon

0:17 Now the Custom Favicon section is pretty straight forward when you turn it on. You can put in...

Theme Builder Setup (Part 1a): If you do not have existing users, customers, or custom CSS/theme installed - How to set up the Theme Builder if you do not have existing users, customers, or custom CSS/theme installed.

Client Success — Fri, 19 Jan 2024 17:00:00 +0000

1. Copy the Javascript & CSS from the Theme Builder > Getting Started menu.

2. Paste them both in their respective fields found in your HighLevel Agency View > Settings > Company menu > and scroll down until you see "Custom Javascript" and "Custom CSS".

Once you've pasted the codes, be sure...

Intro to the Multi-Location Theme Builder Beta Test - How to use the Multi-Location Theme Builder Beta Test.

Client Success — Tue, 30 Jan 2024 23:51:00 +0000

To sign up for our Beta Program:

Log into your Toolkit account.

Open the "Bonuses" tab, then click the "Labs" option in the pop-out menu.

Fill out & submit the registration form, and be sure to select "Multi-Location Themes".

Prerequisites: You must have access to both the Theme Builder and the GHL Customizer.

Learn...

Overview of the Lockout Page Themes

Client Success — Wed, 05 Jun 2024 08:01:29 +0000

The Lockout Page Themes allow you to 'lock out' your SaaS clients from accessing certain menu items until they upgrade their subscription, or otherwise purchase an 'upgrade' or 'add-on' for their account (depending on your specific use-case). We designed the Lockout Page Themes using as many native HighLevel tools as possible, giving you the ability to tailor it to fit...

Smart Onboarding Form - Custom Values Settings Page Use Case

Tom Bristol — Fri, 05 Dec 2025 23:19:30 +0000

A complete guide to building user-friendly settings forms that automatically update Custom Values across sub-accounts

What this Solves

Custom Values power scalable, personalized snapshots — letting each sub-account display its own branding, offers, and content. But there are two problems:

No agency-level control....

Location Groups: Connecting to SaaS Configurator Price ID

Client Success — Thu, 07 Mar 2024 04:09:58 +0000

UPDATE (11/7/25): HighLevel recently made changes on their end that affects consistency of using Price ID's. If a Price ID starts with "price_" then it should mostly work for Monthly and Annual prices. But if the Price ID does not start with "price_", then you will need to use the

Overview of the Support Blade - What is the Support Blade, and what does it do?

Client Success — Fri, 29 Mar 2024 15:25:03 +0000

Update 11/28/2025:

The new Support Blade 2.0 Snapshot is here to completely transform how your agency handles client support! By installing this into your agency’s sub-account, you’ll unlock a fully integrated solution that includes:

A complete support ticket system.

Built-in live chat support functionality.

A custom dashboard to effortlessly track all support ticket data.

The result? A system that is...

Scaling with Custom Values

Client Success — Wed, 31 Jan 2024 05:10:11 +0000

Location Groups - How to setup and use Location Groups in the GHL Customizer

Client Success — Mon, 17 Nov 2025 21:30:45 +0000

Overview and RequirementsWhat are Location Groups?

Location Groups allow you to create customized groups of sub-accounts within the GHL Customizer. Each group can receive unique customizations like custom menu colors, custom menu items, hidden menus, custom permissions, custom buttons, and more.

Flexibility: A group can contain multiple sub-accounts or a single sub-account.

Settings Inheritance: For specific features (e.g., Menu Edits), you...

List of "Workflow Extras" Options

Client Success — Wed, 04 Sep 2024 03:55:28 +0000

Triggers:

Outbound Message: This allows you to trigger a workflow based on an outbound message being sent to a contact.

You can filter by Contact ID, Conversation ID, or Message Type.

Contact ID Filter Operators:

Conversation ID Operators:

Message Type Operators:

Location Groups: Custom Features per Location and Level

Tom Bristol — Sun, 18 Sep 2022 02:26:19 +0000

The GHL Customizer allows you to add custom menu items, custom permissions, buttons, etc. But what if you need to have different settings and customizations for a group of locations or even just a single location? This video will show you how to use Location Groups to easily manage everything.

RELATED HELP DOCS:

Grouping Locations...

Embedding a Google Drive Folder inside of Go High Level - Share a Google Drive Folder in your GHL Sub Accounts

Tom Bristol — Tue, 27 Feb 2024 17:28:33 +0000

If you want to share a Google Drive folder with your clients in GHL by way of Custom Menu Links, you can totally do that with this solution!

Using the interactive widget below, you will first need to enter your Google Drive folder link. To get that link, follow these steps:

Go to your Google Drive.

Right-click on the folder.

Select Share.

Open the General...

How To Let Users Pick A Snapshot To Load Into Their Sub-Accounts - Automated Snapshot Delivery For Agencies

Client Success — Thu, 10 Jul 2025 22:28:29 +0000

With the Agency Management Workflow Actions app by The Marketer's Toolkit, it is possible for agencies to let their users pick and choose which snapshots they want loaded into their sub-accounts, and have the specified snapshots loaded automatically.

Requirements:

Toolkit Agency or Full Toolkit Lifetime Membership. (Upgrade your membership here.)

A Form/Survey for your customer to fill out...

Toolkit SuperAdmin - How to debug and isolate issues for the Toolkit in HighLevel.

Client Success — Wed, 19 Mar 2025 16:17:13 +0000

We just added a Super Admin window inside of your GHL where you can troubleshoot and inspect your current Toolkit Set Up.

You can find the Toolkit SuperAdmin in your User Menu (top-right avatar in GHL).

I do a full walk through in the video, but at a glance you can tell:

Is...

Updating Your Billing Information in PayPal - How to update your payment information in Paypal

Tom Bristol — Sun, 18 Sep 2022 18:14:37 +0000

If you bought your subscription using Paypal, your subscription will be automatically renewed, and your debit/credit card will be charged at the time the billing cycle is triggered.

You can update your subscription payment method under automatic payments in PayPal. This is found under Account Settings (in the menu under your name in the top right-hand corner).

Paypal...

How to change payment methods in PayPal subscriptions

Tom Bristol — Tue, 03 Jan 2023 01:32:16 +0000

If you used Paypal, your membership will be automatically renewed, and it will automatically use the same method of payment each time. If you need to change the method of payment it must be done within Paypal.

You can change your payment method by following these steps:

Click Profile near the top...

Settings Page for Custom Values - Guide your sub accounts into filling out their Custom Values in Go High Level

Tom Bristol — Sat, 24 Aug 2024 20:31:17 +0000

Requirements

The solutions discussed in this article require an Agency or Full Lifetime account with The Marketer's Toolkit of Go High Level. This is different & separate from your Go High Level account.

What is The Marketer's Toolkit for Go High Level?

Bulk Updating Custom Values via "Custom Values To Upsert (Bulk)"

Tom Bristol — Fri, 02 Aug 2024 14:48:35 +0000

If you are using the "Alternate Location: Upsert Custom Value" workflow action, you can update/upsert Custom Values in bulk to help you save time & money. In the field called "Custom Values To Upsert (Bulk)", you will need to use a specific format for each Custom Value you add here.

Agency Management Workflow Actions: How To Create a New Location and New User

Client Success — Wed, 07 Aug 2024 18:45:58 +0000

With the Agency Management Workflow Actions, it is possible to create a new Location and a new User from within your Agency Sub Account Workflows.

NOTE: This will not create a "SaaS Mode" enabled Location.

Requirements:

A Form or Survey for your customer to fill out & submit.

Agency Management Workflow Actions installed on your Agency Sub Account.

A Workflow consisting of a "Form Submitted"...

Overview: Agency Management (Beta) - Learn what the Agency Management features are and how to use them in your agency.

Client Success — Wed, 07 Aug 2024 18:28:59 +0000

The Agency Management feature is a set of specialized tools that give HighLevel Agencies the power to effectively and efficiently manage their Agency's SaaS customers & their sub-accounts - all from within the Agency's own subaccount.

Important: You must be on the $497/month HighLevel SaaS Plan + plus the (Toolkit) Agency monthly plan...

List of Agency Management Workflow Actions & Triggers

Client Success — Wed, 07 Aug 2024 18:43:05 +0000

Here's a break down of the details of each Workflow Trigger & Action available within the Agency Management Workflow Actions.

IMPORTANT: All Agency Management Workflow Actions are Premium Actions that HighLevel will bill usage for. For more info on Premium Actions, see: https://help.gohighlevel.com/support/solutions/articles/155000001156-highlevel-pricing-guide#Premium-Triggers-&-Actions

List of Agency Management Workflow Triggers:

Triggers:

User Created...

Installation Guide: Agency Management (Beta) apps

Client Success — Wed, 07 Aug 2024 18:34:50 +0000

This is a suite of Workflow Actions to help you manage your Agency. This is a private app hosted on the Highlevel App Marketplace, and you simply access the Workflow Actions & Triggers in your Workflow builder within your agency sub-account.

It allows you to create/read/update/delete Locations, Users, and more - all within Workflows!

INSTALLATION & SETUP:

You can find the steps...