Your all-in-one setup, step by step.

The Launch Pad is the quickest way to get the most important external accounts connected. Most shops don't need to connect every item — focus on the essentials below.

LeadConnector Mobile App

This is the mobile app you'll use on your phone for push notifications, texts, calls, and bookings on the go.

• Downloaded LeadConnector from the App Store or Google Play
• Logged in with the same credentials as your desktop account
• Enabled push notifications on your phone

Google Business Profile

Connecting your GBP is what makes automated review requests possible. Do this one even if you skip everything else.

• Connected your Google Business Profile from the Launch Pad
• Confirmed the correct location is selected (if you have multiple)

Facebook (optional)

Only connect Facebook if you want to see your Facebook DMs in the Conversations tab alongside calls and texts — or if you plan to run Facebook ads.

• Connected Facebook page (if running ads or centralizing DMs)

Payment Processor

Stripe is the easiest path and is available right from the Launch Pad. If you already use PayPal or Square, head to Payments›Integrations to connect instead.

• Connected your payment processor (Stripe, PayPal, or Square)

Your logo is the most important asset to upload — it's used in emails, review requests, invoices, and booking pages. Upload it once, grab the link, and you're done.

• Uploaded your logo to Media Storage
• Uploaded any hero images, team photos, or gallery shots you want to reuse
• Clicked the three dots next to your logo and selected Get Link
• Copied the logo URL — you'll paste it into Custom Values next

Custom Values are how your business info gets injected into every automation, review request, email, and text message. Fill these out once, and you'll never have to update copy in multiple places.

• Opened Settings › Custom Values › Required folder
• Clicked the three dots next to each value and pasted in your shop's info
• Saved each one

Your Google review link is what the automated review request texts send customers to. Grab it once and paste it into Custom Values, and every automation pulls from it from here on.

• Went to Reputation › Settings › Review Link
• Clicked the paperclip icon next to Google Business Profile to copy the link
• Pasted it into the GMB Review Link Custom Value

If multiple people will log into your account — managers, detailers, admins — you'll add each one as a staff member. This also lets you assign specific services to specific staff.

For each team member, you'll need

• First name
• Last name
• Email address
• Phone number (important for push notifications)
• Role & permissions set (what they can and can't access)
• Notification preferences configured (in-app, push, email, SMS)

Your snapshot comes pre-loaded with industry calendars — auto detailing, ceramic coating, PPF, window tinting, and more. You'll edit each one to match your pricing, your staff, and how your shop actually operates.

For each service calendar

• Reviewed the default description and updated if needed
• Uploaded a service image (optional but recommended)
• Assigned the right staff members to that service
• Marked as Private Service if you don't want it on your public booking page (call-only services)
• Selected the right form (default for most; service-specific for mobile detailing and window tinting)

Service Variations

Variations handle pricing differences within a single service. Full-body PPF on a two-door coupe costs different than on a sedan — that's a variation, not two separate services.

• Reviewed default variations and adjusted pricing to match your shop
• Set duration and max duration (the cap is 12 hours per slot — keep defaults unless you have a specific reason)

Add-Ons

Add-ons can be global (available across all services) or specific to one service. Example: pet hair removal on interior detail.

• Reviewed default add-ons
• Added any shop-specific add-ons (pet hair, headlight restoration, extra polish, etc.)
• Priced each add-on

Booking Page Settings

This is what your customers see when they land on your booking page.

• Chose colors that match your brand
• Set time format (12-hour vs 24-hour)
• Configured staff assignment logic (highest price, lowest price, or round-robin)
• Set form to default for the global booking; service-specific for tint/mobile detail

Payment Settings

• Toggled payments to LIVE (critical — you won't get paid otherwise)
• Selected your currency
• Enabled coupon codes if you want to use them
• Chose deposit or payment approach (see recommendation below)
• Set price display (range vs. "starting at")

Service Settings & Notifications

• Set service interval (typically 30 minutes — controls time slot granularity)
• Set minimum scheduling notice (1–2 days recommended; use blank only if same-day booking is fine)
• Enabled text as the primary booking confirmation (don't skip this)
• Set up reminders — we recommend 1 week, 3 days, and 1 day before
• Chose who gets notified (contact + assigned staff)

You'll buy a phone number through the Phone System so you can text and call customers directly inside the software. This number will also be the one you attach to your Google Business Profile.

• Purchased a phone number (local area code recommended)
• Tested sending and receiving a text
• Tested making and receiving a call

IVR (Interactive Voice Response)

An IVR is a simple dial tree that answers your business number and asks callers to press 1 to reach you. This blocks auto-dialer spam bots — they don't press 1, so they drop off and never reach you.

• Opened the IVR automation
• Selected your purchased phone number as the trigger
• Reviewed the welcome message (defaults use your Custom Values — should say your company name)
• Saved the automation
• Called yourself to test the tree

Once your payment processor is connected (Section 1), you can create invoices directly from the Payments section. Use one-time invoices for standard jobs, recurring invoices for fleet accounts or monthly subscriptions.

Invoice types

• One-time invoice — single bill for a specific job
• Recurring invoice — for fleet accounts, monthly subscriptions, or ongoing maintenance plans

Before you send your first real invoice

• Payment processor connected (Stripe / PayPal / Square)
• Calendar payment toggle is LIVE (Section 6)
• Sent a test invoice to yourself
• Confirmed it landed and looked professional on receipt

Your snapshot includes pre-built website templates tailored to detailing and tinting. You can use one as-is, customize it, or build your own from scratch using the AI builder or blank canvas.

Three ways to build

• Template — pick a pre-built site and customize it
• AI Builder — tell the AI about your business and let it generate a starter site
• Blank — full control, start from zero

Adding Your Booking Page to Your Site

You have two options for connecting your website to your booking calendar.

Option A: Link to the booking page

• Went to Calendars › Calendar Settings › Services and copied the booking page URL
• On your website, clicked a button and set action to Website URL
• Pasted the URL, chose new tab or same window, saved

Option B: Embed the booking widget on your site

• Added a Code Block to your page where you want the widget to appear
• From Calendar Settings, clicked the down arrow > All Sharing Options > copied the iFrame embed code
• Selected Full Height (so the widget doesn't create a mini scroll inside itself)
• Pasted code into the code block on your page
• Previewed and saved

Connecting Your Domain

You can buy a domain directly inside GHL, transfer an existing domain in, or connect a domain that lives at another registrar (Namecheap, GoDaddy, etc.) while keeping DNS there.

• Clicked Connect Domain and entered your domain
• Chose Add Record Manually (more reliable than auto-add)
• Logged into your domain registrar and opened DNS settings
• Added the A Record with host @ and the value GHL gave you
• Added the CNAME Record with host www and the value GHL gave you
• Clicked Verify Records in GHL
• Went back to your site > Settings and selected your domain to publish to

Your snapshot comes with automations already built and organized. The two you need to pay attention to are IVR (covered in Section 7) and Review Requests (a deep dive is coming in Section 15).

Review Requests — quick overview

Your snapshot has a review request workflow for each major service (auto detailing, ceramic coatings, PPF, window tint, etc.). Each one is triggered by:

• A booking on the matching service calendar
• The contact being auto-tagged with the service name (the snapshot does this for you)

The default wait time is 3 days after the booking before the review request sends. This matches industry-standard service completion timing for these verticals. Adjust if your shop runs longer or shorter jobs.

Other automations pre-built

• Reviewed the full list of workflows in Automations › Workflows
• Turned on the ones you want live (all default-off for safety)
• Left everything else alone until you've tested your first review request end-to-end

Most of your bookings will come in through the website, but you'll still need to know how to book a customer manually when they call or walk in.

Booking flow (desktop)

• Clicked New on the calendar
• Added customer name, phone, email, and address
• Selected the service
• Picked a time slot
• Added any coupon codes or internal notes
• Clicked Book Appointment

Collecting payment after booking

• Clicked the appointment tile to reopen it
• Scrolled to the Payments section on the right
• Clicked Collect Payment

Booking flow (mobile / LeadConnector app)

Here's the same flow walked through on your phone, so you can book a customer right from the LeadConnector app while you're on the floor or out on a mobile job.

Your Google Business Profile is how customers find you when they search "window tint near me" or "auto detailing in [city]." Setting it up right is the most sustainable, lowest-cost lead source you have — and the system below collects reviews for you on autopilot.

Create Your Profile (Skip If You Have One)

If you don't have a Google Business Profile yet, search "set up a Google Business page" and follow the prompts. You'll need a physical address (even a home or warehouse address works) — Google prioritizes businesses with a real location.

• Created your Google Business Profile and entered your business name
• Selected the right primary category (e.g., Window Tinting Service, Car Detailing Service)
• Added your business address
• Added your phone number and website
• Uploaded a storefront photo + interior/work photos

Optimize Your Business Info

Once verified, the real work begins. This is where most shops leave money on the table.

• Confirmed business name matches your website exactly (no extra "LLC" or "Inc" if it's not on the site)
• Added multiple business categories beyond your primary (e.g., add Car Wash, Auto Repair, Window Film Dealer — anything relevant)
• Wrote a keyword-rich description that includes your location, business name, services, and nearby cities
• Confirmed phone number matches your website exactly
• Linked all social profiles (Facebook, Instagram, LinkedIn, YouTube, etc.) — create them if you don't have them

Service Areas

You can list up to 20 service areas. Even if you're a shop (not mobile), still list nearby cities — Google will show you to more people searching in those areas.

• Added up to 20 service areas (use actual city names, not townships or counties)
• Made sure these service areas match the ones listed on your website

Services

Categories are the umbrella — services are the specific offerings underneath. Add as many as you can think of.

• Added every service variation you offer (privacy film, heat rejection, ceramic tint, paint correction, etc.)
• Looked up your top competitor's services and added more services than they have
• Wrote a keyword-rich description for each service tied to your location

Products (The Hidden SEO Win)

Even though you're a service business, add your services as products with links to specific pages on your website. This is one of the most overlooked SEO wins for local shops.

• Added each service as a product (e.g., "Automotive Window Tint")
• Added a keyword-rich product description (up to 1,000 characters)
• Pasted the landing page URL for that specific service into each product
• Uploaded a photo for each product

Connect Your Profile To LuxBay

This is what turns your GBP into an autopilot review machine. Once connected, every appointment booked or invoice paid triggers an automated review request.

• Clicked Connect on the Google Business Profile tile in Launch Pad
• Signed in with the Gmail account that owns your Google Business Profile
• Selected the correct location and confirmed the connection

How The Review System Works

Once your GBP is connected, here's what happens automatically — you don't have to do anything else:

• Customer books an appointment, pays an invoice, or completes a job
• System sends them a text + email asking for a review
• If they tap 5 stars → routed straight to Google to post the review
• If they tap 1–4 stars → sent to a private feedback form (you handle privately, never goes public)
• If they don't click the link, system follows up automatically — once, never spam

Your snapshot includes pre-built Meta ad templates for detail, tint, PPF, and ceramic shops — already tested and proven to convert. Download the templates, upload them in Ads Manager, and let the system handle lead capture, coupon delivery, and booking from there.

Set Up Your Business Portfolio

Your Business Portfolio is where Meta houses your Facebook page, Instagram, ad account, and team access — all in one place.

• Opened Meta Business Suite and clicked Get Started
• Created a Business Portfolio (name it your shop name)
• Invited any team members who need access
• Created or connected your Ad Account inside the portfolio

Create Your Campaign

From the Ads Manager, you'll build a campaign that drives leads into instant forms — not boosted posts.

• Clicked Create in Ads Manager
• Selected Leads as the campaign objective
• Set budget at the campaign level (easier to manage)
• Set daily budget to $3–5/day per creative you're running (typically $12–20/day to start)

Configure The Ad Set

• Set conversion location to Instant Forms (much lower cost per lead than website forms)
• Set performance goal to Maximize Number of Leads
• Set location targeting — your city + a 20–30 mile radius (larger for PPF/ceramic, tighter for tint/detail)
• Left placements on automatic — let Meta optimize

Build The Ad

• Selected Video Ad format
• Uploaded one of the pre-built ad templates from your portal
• Wrote a headline with the offer ("$75 Off Full Vehicle Window Tint")
• Added 2–3 headline variations so Meta can test which performs best
• Filled in the description with your offer + city + service info
• Set call-to-action to Learn More

Create The Instant Form

The form is what converts a scroll into a real lead with their info, vehicle details, and timeframe.

• Clicked Create Form and named it with the offer + date (e.g., "0413 $75 Off Tint")
• Selected More Volume form type
• Wrote intro headline: "Claim Your $75 Off Window Tint Coupon"
• Added question: "What is your vehicle make & model?" (short answer — filters spam)
• Added qualifying question: "How soon are you looking to book?" with options like This Week / 1–2 Weeks / 2–4 Weeks / Flexible / Just Shopping
• Set conditional logic so "Just Shopping" closes the form (don't waste budget on tire kickers)
• Required name, email, and phone — phone NOT optional
• Added your privacy policy URL

Create The Coupon Code

Before finishing the form, create the actual coupon code inside LuxBay so it can be redeemed at booking.

• Named the coupon to match the offer ($75 OFF FULL TINT)
• Set coupon type to Fixed Amount ($75 off)
• Limited it to the specific service products (full vehicle tint variations)
• Copied the coupon code

Finish The Form & Connect The Booking Page

• Built the form completion page with the coupon code and instructions
• Grabbed the Facebook Ad Booking Funnel URL from Sites › Funnels
• Pasted that booking funnel link into the form's call-to-action button (e.g., "Redeem Coupon Code")
• Saved the form

Sync The Form To LuxBay

This is the most important step — without it, none of the automations will trigger when a lead comes in.

• Connected your Facebook page (or confirmed it's already connected)
• Found the new form in the list and clicked Configure Field Mapping
• Mapped "How soon are you looking to book?" to the matching custom field
• Mapped "Vehicle make & model" to the matching custom field
• Clicked Confirm and saved

Launch & Monitor

• Published the campaign
• Checked back after 48 hours to see lead flow
• Manually marked appointments in the system after they book (so reactivation stops chasing them)

U.S. carriers require every business that sends texts from a 10-digit local number to register through A2P 10DLC. It's how carriers verify your business is legitimate and not running spam from the number. Without it, your texts will get filtered or dropped — review requests, appointment reminders, and lead follow-ups won't reach customers. Approval can take anywhere from a few hours to a few weeks, so start it as soon as you've got your number.

Before You Begin

A few things to have ready before you click Start Registration:

• Have enough credits in your account to cover the cost of one A2P submission (top up if you're low)
• Be ready to verify your identity — required to purchase the number and to register
• Have your business EIN, legal business name, and business address handy
• Published your website with a privacy policy and terms & conditions live (samples are pre-loaded — see below)

Step 1 — Buy Your Phone Number

If you haven't purchased your number yet, do that first.

Where to click Click + Add Number in the top right of the Phone Numbers tab

• Opened Settings › Phone System › Phone Numbers
• Clicked + Add Number in the top right
• Completed identity verification when prompted (required to buy any number)
• Picked a local area code and purchased the number

Step 2 — Start Your A2P Registration

A2P registration lives under the Trust Center tab in the Phone System. This is the form carriers review to verify your business isn't using the number for spam.

Where to click Open the Trust Center tab and click Start Registration under A2P Messaging (SMS)

• Opened the Trust Center tab in Phone System
• Clicked Start Registration on the A2P Messaging (SMS) card
• Completed the brand info — legal business name, EIN, address, website URL
• Completed the campaign info — what your messages will say and how people opt in
• Submitted the registration and confirmed it shows as Pending

Quick-Approval Tip: Use The Chat Widget Opt-In

Carriers reject most A2P submissions because they can't see a clear opt-in path on the business's website. The fastest way through review is to use the chat widget as your stated opt-in method — and to remove the phone number field from your contact forms entirely.

• Removed the phone number field from any contact / lead form on your website
• Enabled the chat widget on your site (provided as an option during A2P registration)
• Selected the chat widget as your opt-in method when prompted in the registration form

After You Submit

• Approval status appears in the Trust Center — check back in 1–3 business days first, then weekly
• If rejected, read the reason carefully — usually a missing privacy policy link, vague campaign description, or a phone field on the contact form. Fix and resubmit.
• Once approved, sent a real test text to confirm delivery

Section 10 covered the basics. This section will go much deeper on how review requests actually fire, what you can customize, and how to tie review triggers to paid invoices using the QuickBooks integration.