Launch Pad Preview
Customize your onboarding and setup experience with full control over your launchpad checklist. Rearrange prebuilt checklist items, create new tasks, and show or hide specific steps as needed.
View Launch Pad
Streamline onboarding for subaccounts with a customisable launchpad and track user completion data.
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Launch Pad Preview
ViewLaunch Pad Configurations
ViewLaunch Pad Dashboard
ViewWhite Label Pre-made Launch Pads
Launch faster with ready-made, fully branded Launch Pads designed for a seamless user onboarding experience.
View Onboarding Task Manager
Create and manage Launch Pad tasks to guide users through setup and onboarding.
View Launch Pad Tutorial Video Library
Add helpful videos to your LaunchPad to guide users through setup, onboarding, and key features.
View Automated Account Provisioning
ViewReal-Time Onboarding Preview
ViewMulti-Tier Onboarding Tracks
ViewGuided Step Navigator
Provides a detailed documentation entry for the Launch Pad Preview – Checklist Navigation side panel, which allows users to switch between available onboarding modules and monitor overall progress metrics across all account setup phases.
View Interactive Client Onboarding Checklist
ViewClient Milestone Tracking
Provides a detailed documentation entry for the Launch Pad Preview – Checklist Completion Tracking workspace, which enables sub-account users and agency teams to track onboarding progress, review active setup modules, and verify completed asset tasks.
View Task Progress Monitoring
ViewRequired Task Identification
ViewSelf-Paced Onboarding Portal
Provides a detailed documentation entry for the Launch Pad Preview – Guided Onboarding Access task panel, which allows sub-account users to review specific setup items, complete action items, and access embedded guidance assets within an active onboarding module.
View Onboarding Process Manager
Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Management Dashboard workspace, which enables agency administrators to create, reorder, configure visibility, and manage details for onboarding checklists across client accounts.
View Custom Onboarding Checklist Builder
Provides a detailed documentation entry for the Launch Pad Configurations – Create New Checklist action button, which allows agency administrators to open the creation modal and initialize new onboarding checklist workflows.
View Drag-and-Drop Task Ordering
Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Reordering controls, which allow agency administrators to adjust the display hierarchy and sequence of onboarding checklists shown to clients.
View Granular Checklist Permissions
Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Visibility Indicators toggle buttons, which allow agency administrators to control the public availability of individual onboarding checklists across client sub-accounts.
View Prerequisite & Milestone Badges
Provides a detailed documentation entry for the Launch Pad Configurations – Required Checklist Indicators toggle controls, which allow agency administrators to designate specific onboarding checklists as mandatory for client sub-accounts.
View Detailed Task Instructions
Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Detail Access (View Detail) actions, which allow agency administrators to open and manage sub-onboarding modules, tasks, and instructional assets within a selected checklist.
View Location-Specific Onboarding Paths
Provides a detailed documentation entry for the Launch Pad Configurations – Multiple Checklist Organization directory table, which allows agency administrators to view, organize, and manage all configured onboarding checklists in a single master list.
View Custom Intake Form Generator
Provides a detailed documentation entry for the Custom Value Form – Create New Custom Form workspace, which enables agency administrators to initialize multi-step onboarding and data collection forms synchronized with GHL custom values.
View Form Location Assignment
Provides a detailed documentation entry for the Custom Value Form – Form Location Assignment table column, which displays the target sub-account location or group assigned to each custom multi-step form.
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