CRM

I have multiple clients (over 10) who provide a variety of services to the same client at different times and different days. IE. Electricians who provide a variety of services and appointments, with different technicians that provide different services on different days to the SAME contact. The ability to schedule based on a unique opportunity and pull the opportunity details through including the opportunity name, and fields would be a game changer for my clients. So many service based businesses provide multiple services to the same contacts over different timelines. This is a pretty basic feature in other CRMs so I hope its in the list to connect soon!

Due to the new Privacy policy, all CRMs have the option of making the contact receiving the emails choose to unsubscribe from the Tracking of statistics and openings. For now in the CRM it is possible to do this only for the entire mail domain, not for individual contacts, as it works for DND registration.

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.

Hi, there should be a way to prevent contacts from being created in our system from incoming calls, this is only for unknown contacts. Is this possible?

Easily see the count of unread messages on the sidebar

Currently, GoHighLevel permissions are limited to either “Only Assigned Data” or “All Data”, which creates a gap for teams that need more flexible collaboration. Many businesses operate with small sub-teams (e.g., sales pairs or pods) that need to share visibility of leads and opportunities between specific users, without exposing all data across the entire organization. 🔴 Current Limitation There is no way to allow: User A to see User B’s assigned leads/opportunities While still restricting access from other users Permissions are strictly: Private (only assigned data), or Global (all data) ✅ Requested Feature Introduce a granular, team-based permission layer that allows: Creating custom user groups or teams Sharing assigned leads and opportunities within a defined group Restricting visibility outside of that group Example Use Case Team A: Rick + Jeff → share leads and opportunities Team B: Other sales reps → no access to Team A data Benefits Enables better collaboration within small teams Improves accountability and follow-ups Avoids overexposing sensitive data across the entire account Makes GHL more scalable for growing sales organizations

Give users different levels of access on different accounts and have multiple users on opportunities would be great

This request has three parts, all about making HighLevel's tables work the way Notion's do. PART 1 - Sortable sub-account table In the agency sub-accounts table, I want to click any column header to sort the table by that column. Today the table shows columns like sub-account name, plan, and last login, but I cannot sort by "last login" (or most other columns). Finding inactive sub-accounts currently means manually scanning the whole list. Every column should be sortable, ascending and descending. PART 2 - Filter contacts by payment method In the contacts list and smart lists, there is currently no way to filter contacts by payment method status. I need to build a smart list (or custom list) of contacts whose payment method is pending or who have never added a payment method at all. This is essential for dunning and onboarding follow-up: I cannot chase missing payments if I cannot find the contacts missing them. Please add a contact filter for payment method status (e.g., has payment method / no payment method / payment pending). PART 3 - Notion-style right-click on any column On any table in the platform, right-clicking a column header should offer "Sort by" and "Filter by" for that column, exactly like Notion does. This interaction should be consistent everywhere: sub-accounts, contacts, invoices, memberships, transactions. WHY IT MATTERS Agencies managing dozens of sub-accounts and thousands of contacts need instant answers to questions like "which sub-accounts have not logged in for 90 days" or "which contacts have no payment method on file," without exporting to a spreadsheet.