CRM

Add a file or image attachment option for the Notes in opportunities
We would like to request the addition of a feature that allows users to attach files or images directly within the Notes section of Opportunities in the GoHighLevel CRM system. Currently, users can only add text-based notes to their opportunities, but there are situations where attaching images or documents (such as contracts, images, invoices, or screenshots) directly to a note would greatly enhance the workflow and improve efficiency. This feature would allow for more comprehensive documentation within opportunities, helping users keep all relevant materials tied to a specific opportunity in one place. This addition would be particularly beneficial for sales teams and account managers who need to reference supporting documents while working with clients or prospects. Use Cases: Sales teams can attach product images, proposals, or contracts to a note for future reference during follow-up conversations. Customer support teams can attach screenshots of user issues to better track and resolve problems. Project management teams can upload project documents, images, and other resources directly into the opportunity's notes to maintain a clear record of all project stages and client communications. Proposed Solution: Add a button or drag-and-drop area within the Notes section for file and image uploads. Support for common file formats such as PDFs, Word documents, and image files (JPEG, PNG). Display attached files/images in a preview format within the note, with the option to download or open them. Ensure attachments are linked to the specific Opportunity and remain accessible as long as the Opportunity is active in the system. Benefits: Streamlined workflow with fewer steps required to access critical documents or images. Improved record-keeping by centralizing important materials under each Opportunity. Enhanced collaboration and communication within teams, as all documents related to an Opportunity are easily accessible.
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Add Full Group Class Scheduling with Membership Credit Tracking & Attendance for Fitness Studios
As a yoga studio owner and longtime GoHighLevel user, I love that GHL allows me to manage my marketing, website, CRM, and automations all in one place. However, like many wellness businesses (yoga, Pilates, fitness, martial arts, etc.), I’m forced to rely on outside tools like Fitli, Glofox, or Momence just to manage class scheduling, packages, and attendance. This not only adds ~$300–$400/month in costs, but it also breaks the client data flow, making marketing automation and client retention more difficult. Here’s what’s currently missing in GHL that would make it a complete platform for studios like mine: Key Features Needed: True Class Package Support Sell class packs (e.g. 10-class pass) using GHL products + Stripe Track remaining class credits per client Automatically deduct 1 credit per class booking Restrict or prompt when credits run out Recurring Class Scheduling Schedule weekly recurring classes or limited-time series Include workshops or pop-ups Allow for cancellations/holiday breaks Client-Facing Class Calendar Widget Modern, embeddable calendar with daily/weekly views Show class availability, allow real-time booking Optional client portal to manage bookings and see credit balance Attendance Tracking Mark clients as attended or no-show Track attendance history per client Report on visit frequency and engagement CRM Automation Triggers Based on Class Behavior Triggers like “Hasn’t attended in 14 days” or “Credits <= 2” Enable re-engagement emails, upsells, or reminders based on actual usage Why This Matters: Right now, GHL can’t “see” whether a client is active, engaged, or nearing the end of their pass. We can’t automate re-engagement or track who’s at risk of churning without manual updates or expensive third-party tools. Studios are turning to competitors like Momence or Mindbody for these features—but we’d rather stay inside GHL if it had this functionality. The Business Case: Thousands of yoga, fitness, and coaching businesses would benefit. If GHL introduced this, we could: Cancel expensive software (saving $300+ monthly) Improve retention through targeted automations Keep all client data in one system Fully run our studios on GHL I’d be happy to serve as a beta tester or provide additional user stories from the wellness industry.
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