HighLevel is a beast. A beautiful, powerful, agency-running beast. But like any beast, if you don’t know how to tame it, things get messy real fast.
One minute your workflows are humming like a Tesla, the next they’re acting like a 2003 Corolla with a check engine light you keep ignoring. 😂
So I want to walk you through some real-life HighLevel “gotchas” I’ve seen trip people up, and more importantly, how to fix them.
1. Default Notifications = Chaos
First things first: turn off native calendar notifications.
Why? Because they’re inconsistent. Sometimes they fire, sometimes they ghost you like that lead who “was gonna sign yesterday.”
✅ What to do instead:
Use workflows to send your appointment confirmations, reminders, and follow-ups. This way, you’re in full control of:
- Timing ⏰
- Channels (SMS, email, voicemail drop—you pick)
- Personalization 🔥
Trust me, this change alone will make your system feel 10x more stable.
2. Accept Files the Smart Way
If your agency collects sensitive stuff, like contracts, bank details, or ID forms, you need SSL-secured file uploads.
The good news? HighLevel’s native multi-file upload fields are encrypted and ready to go. Just make sure you’re using them inside a custom form, not some janky workaround.
✅ Pro Tip:
Build a submission page that feels branded and frictionless. Clients are more likely to upload docs when it feels safe and looks sharp.
3. Workflow Delays (and Why They Happen)
One of the biggest “WTH” moments people run into:
Why is my email taking forever to send after a form is submitted, even without a wait step?!
Here’s the deal:
🧠 Sometimes, there’s a system delay if something’s not quite right in the workflow. Maybe the contact didn’t hit the right tag. Maybe your trigger isn’t firing the way you thought.
✅ Solution:
Use the “Test Workflow” button religiously. It lets you simulate the exact behavior, like a dress rehearsal before showtime.
If it still lags? Time to bring in support and debug it.
4. Review and Revisit Workflows Often
Automations are not “set it and forget it.”
If your business evolves (and it should), your workflows need to evolve too.
✅ Here’s what I do every month:
- Revisit key automations
- Check trigger logic
- Run test contacts
- Ask myself: “Does this still make sense?”
It’s a boring task that pays off in way fewer client complaints and weird automation errors.
TL;DR Recap 📝
Here’s what you should be doing right now to make HighLevel feel smoother than ever:
- Ditch native notifications and run them through workflows
- Use secure file uploads for sensitive client docs
- Test workflows to catch delays before your clients do
- Audit your automations monthly to keep things tight
If you’re still winging it, you don’t have to.
👉 gohighlevele.com has done-for-you resources, training, and templates that can save you hours (and your sanity).
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The fastest way to do that? ⭐️ Testimonials.
So in the spirit of free stuff… I want to give you my team’s Testimonial Workflow.
This is the exact process we use to gather, edit, and organize client testimonials without awkward follow-ups or dropped balls.