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Core business info, contact details, and your social presence.
Your registered business name or DBA that customers recognize
Use a branded domain email (e.g., contact@yourbusiness.com), not @gmail
Format: +1-555-555-5555 - Include country code for SMS to work
The domain for outbound emails (e.g., reply.yourbusiness.com)
Format: Mon-Fri 9AM-5PM, Sat 10AM-2PM
Upload to GHL Media Library first, then paste the URL here
Business page URL (not personal profile)
Full URL: instagram.com/yourbusiness
x.com or twitter.com format
Company page, not personal profile
Full URL including @ handle
Channel URL, not individual video
Get this from your Google Business Profile dashboard - Share review form
Direct "Write a Review" link from Yelp business dashboard
Go to GHL Settings > Phone Numbers and copy your business number
Visual identity: colors, fonts, and domains.
Main color for buttons, CTAs, headers (e.g., #3366CC)
Accent color for backgrounds, secondary elements
Color for H1-H3 headings across pages and emails
Color for body text (typically #333333 or brand color)
Exact Google Fonts name (e.g., "Montserrat", "Open Sans")
Readable font for body text (e.g., "Roboto", "Lato")
Subdomain for GHL pages (e.g., go.yourbusiness.com) - Must add to GHL Settings > Domains first
Your current website if you have one
Use {{ email.unsubscribe_link }} unless you have a custom system
Customer testimonials used on your landing pages (up to 6).
Customer quote highlighting specific results or experience
First name + Last initial or full name (e.g., "Sarah M.")
Team members shown on calendar booking pages.
Full name as shown on calendar booking page
* Required for at least one team member who uses the calendar system
Professional headshot, square (500x500px+), uploaded to GHL Media Library
Job title or role description
Leave blank if solo practitioner
Lead magnets, reactivation messages, and referral offers.
Title (e.g., "Free 10-Minute Home Plumbing Check")
Brief description of what they'll get
First outreach to dormant leads. Use {{contact.first_name}} for personalization. Include offer and CTA. Keep under 160 characters.
* Required if using the Database Reactivation module
Second message reinforcing value. Different from initial message. Create urgency. Keep under 160 characters.
Where leads go when they re-engage (calendar, offer page, etc.)
Average value of a converted lead for pipeline calculations. Number only (no $ symbol).
What both parties get (e.g., "You get $50 off, they get 15% off")
Landing page for referred prospects
Expiration/urgency (e.g., "Valid for 30 days")
Any active promotional offers to include in templates