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)
• Verified a test transaction works end-to-end

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
• Saved the logo URL in the field below — 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.

Fill in your shop details

Write your answers here first, then copy each value into the matching Custom Value in GHL.

• Opened Settings › Custom Values › Required folder
• Clicked the three dots next to each value and pasted in the matching info from above
• 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
• Saved the link in the field below for reference

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 13).

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

Starting in the U.S., all business texting on local 10-digit numbers has to be registered through A2P 10DLC. Without it, your texts will get filtered or dropped by carriers. This step takes 1–3 weeks to approve, so start it early.

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.