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Go High Level (GHL) Integration
Go High Level (GHL) Integration
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Overview

Go High Level is a powerful integration that supports your marketing company in managing leads and scheduling new patient appointments. This integration syncs directly with ChiroHD, allowing seamless data flow between both platforms. Go High Level offers a variety of features, such as lead booking, pipeline management, and automated text and email notifications, all designed to help you acquire more new patients.

With this integration, your Go High Level calendars and ChiroHD calendar will communicate, enabling patients to schedule appointments through your marketing campaigns effortlessly.

It’s important to note that Go High Level requires your office to work with a marketing company to use this platform effectively.

Policy on Marketing Support for Go High Level Integration

Our platform offers an integration with Go High Level to assist clinics in their marketing and lead management initiatives. However, please note that our support for this integration is limited to the initial activation within your clinic’s account.

Disclaimer:
If your clinic does not work with a professional marketing company, we will be unable to provide further assistance with Go High Level. Our support team does not have access to manage or troubleshoot Go High Level settings, nor do we possess the specialized expertise required for this external platform. A marketing company will be responsible for configuring and managing your Go High Level settings and will be the primary contact for any troubleshooting, questions, or adjustments.

Important Points to Consider:

  • Marketing Company Requirement: A professional marketing company is essential for managing Go High Level settings and ensuring effective use of the platform.

  • Support Limitations: Our team can activate the integration but cannot provide ongoing support, troubleshooting, or configuration assistance for Go High Level.

  • External Platform Management: All questions, adjustments, and troubleshooting related to Go High Level should be directed to your marketing company, as they will have the required access and expertise.

For any questions about this policy or for assistance in finding a marketing partner, please reach out to our support team.

What We Sync with Go High Level

Before setting up the integration, let’s review the types of information we sync:

  • Customer demographics

  • Scheduled appointments

  • Referral sources

  • Calendar hours for Go High Level and ChiroHD


Setting Up the Integration

  1. Login Requirements
    Begin by logging into your live ChiroHD location, as you cannot set up this integration at the system level or in a training location. Navigate to Settings > Initial Setup > Integrations > Go High Level.

  2. Enabling Go High Level
    Before enabling, ensure you are logged into GHL on a different tab in the SAME browser that you have ChiroHD open. If not, you will be redirected and prompted to log in. Once logged in, go back to ChiroHD and click "Enable" to authenticate the integration.


  3. Authenticating Your Account
    After enabling, you’ll be prompted to authenticate by selecting your Go High Level sub-account. If it doesn’t appear automatically, type it in manually. Once authenticated, you’ll be redirected to the Integrations page to continue setup.


Calendar Configurations

  • Click Connect to a Go High Level calendar.

  • A - Go High Level Calendar: Select the GHL calendar that you would like to sync to ChiroHD.

  • B - ChiroHD Calendar: Select the ChiroHD calendar where you would like the GHL appointments to show up. If certain settings are selected (step E), it can also sync appointments on this calendar into the above selected Go High Level calendar (step A).

  • C - Appointment Type: All appointments synced to ChiroHD will be created with this appointment type.

    • What this means is that when a lead has booked on the specified GHL calendar (Step A), we will copy that lead over as a patient on your ChiroHD calendar (Step B) with the desired appointment type (Step C).

  • D - Send SMS & Emails: This will enable or disable communication from ChiroHD to appointments that are synced from GHL. This is typically used when communication, such as paperwork, is sent out through GHL. If you choose to not disable communication, please know that your patients may receive duplicate emails as they will come from ChiroHD as well as any settings you have set up in GHL.

  • E - Syncing Method:

    • Sync from Go High Level to ChiroHD: This is only a one way sync method. It will only sync appointments that are created in GHL, and sync them into ChiroHD. The only data we push back to GHL is if any changes are made to the synced appointment.

    • Sync both ways between calendars: This setting will allow two-way syncing by additionally taking any new patients that you manually add into ChiroHD, and sync them into GHL. Please note, appointments will only sync over to GHL that match your configurations that have been set up in the prior steps.

  • F - Sync Availability to Go High Level (BETA): This setting will block off times on your GHL calendar if the calendar in ChiroHD is full. This will help prevent double booking of your new patient appointments.

    • Please note this is a beta feature meaning it is in a trial and testing process, so please expect some unexpected behavior and updates.

  • G - Go High Level Hours (BETA): You can configure Go High Level calendar hours directly within ChiroHD, allowing you to manage both platforms from one screen.

  • Hit Save


Contacts

  • Sync Contacts from go High Level Without Appointments

    • Disable this to only sync contact from Go High Level that are created in conjunction with an appointment. Alternatively, if this is enabled, any contact created GHL (regardless if that lead has an appointment) will sync into ChiroHD.

    • By default, contacts will only sync to ChiroHD if they have an appointment. However, enabling "Sync Contacts from Go High Level without Appointments" will allow all Go High Level contacts to sync, creating profiles in ChiroHD.

  • Referral Sources

    • Go High Level contacts have a field called "Contact Source." When a contact is synced from Go High Level to ChiroHD, this field can be mapped to a referral source in ChiroHD. This can help you accurately track where you new patients are coming from in ChiroHD. This setting will simply map that referral source name in GHL into ChiroHD and set the referral source in the patient's profile. This will help ensure that your marketing analysis report in ChiroHD is accurate.

    • This function is automatically enabled. You do not need to "set up" anything on this tab because when contacts are added in GHL, the mapping will add to this tab automatically. Please check this tab periodically to make sure mapping is correct.


Identifying Synced Appointments

  • Synced appointments will display a sparkle icon in ChiroHD.

  • To view an appointment’s origin, go to Visit History > Audit (gray button) and look for the "Go High Level" label, confirming it was created externally and synced to ChiroHD.


FAQ -

  • Does a clinic need two different Twilio numbers for GHL? Or can they use the same number for CHD and GHL?

    • A clinic needs to use two different Twilio numbers. Each service requires a separate Twilio account, so the clinic will need one number for ChiroHD and a different number for Go High Level (GHL will manage that number).

  • Is there a limit to the number of calendars you can sync with GHL?

    • No there is no limit at this time.

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