Obligation onboarding

Create and manage Launch Pad tasks to guide users through setup and onboarding.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Provides a detailed documentation entry for the System Form – User Creation Action selection parameter within the Create New System Form modal, which binds form submissions to the automated creation of new users in GHL.

A guided setup wizard for your agency. Connect your company, add the website script and CSS link, set up your agency and sales locations, connect Stripe, and walk through location onboarding.

Provides a detailed step-by-step installation and configuration guide under All The Apps Launch Pad – Setup that details API key validation, premium feature activation, JavaScript script snippet insertion, and initial app initialization workflows.

Provides a detailed step-by-step onboarding configuration guide under All The Apps Launch Pad – Onboarding that details selecting target sub-account locations, toggling platform features on or off, replacing default native launchpads, and enabling custom branding for locations.