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How to Use Auto-Save on Blog Posts
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Payments Integration in Surveys | Collect Payments & Sell Products
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Add SalesKaki’s Chat Widget to Your Wix Website
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Getting Started with Chat Widget
How to Create Digital Business Cards with QR Code Builder
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A Quick Walkthrough of SEO: A Guide to Boosting Your Search Rankings
SEO Plan Comparison: HighLevel vs Ahrefs vs SEMrush (2025)
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Workflows

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Interactive Voice Response (IVR) Guide – Triggers & Actions
Workflow Trigger – Number Validation
Workflow Trigger – Inbound Webhook
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Calendar & Appointments

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Guide to the Services Beta
Global Settings in Services
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Configuring Staff in Services
Getting Started w/ Calendar
Calendar Groups
Scheduling Appointments
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Creating Calendars
Calendar Settings & Preferences
Calendar Integrations
Calendar FAQ's
- Can I Show Multiple Calendars Without Using a Calendar Group?
- Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling

Payments

81

Payments
Orders, Subscriptions and Transactions
Payment Settings & Integrations
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Products & Coupons
- How to Bulk Import Products into HighLevel
- How to Create Coupons for Products
Payment Links
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- How to Customize Payment Links with Your Brand Colors

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Account Settings
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Getting Started w/ Dashboards
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Creating Tasks

Affiliate Manager

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Notifications

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Notifications

Reporting

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Tracking & Attribution
Custom Reports
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Appointments
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Marketing Audit Reports
- How to Use Marketing Audit Report & Compare Reports for Strategic Growth

Logic & Fulfillment

42

How to Resolve the “ZIP Code Check Failed for Your Card” Banner
Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency
If Else Conditions – using AND or OR conditions
Creating Campaigns In Workflows
How to Send Annual Emails/Sms using workflows
Importing Duplicate Contacts With same Email and Phone
Sub-Account Transfer FAQs
Glossary
How to Use Webhooks in SalesKaki (Zapier)
Sub-Account Transfers: Transfer Sub-account to an Existing Agency
Sub Account Transfers : Eject Sub-Account to a New Agency
What happens to your data when you cancel your SalesKaki Subscription?
How to send Users Appointment Reminders
How to find the USERID
How to Integrate HighLevel with Zapier
Sticky Contacts Overwriting Existing Contacts
Opportunities Disappear From Pipeline
High Level Zapier Trigger (Pipeline trigger)
Round Robin Campaign Configuration Reassigning users
How to Integrate Facebook Messages with HighLevel
How to Mark Conversation as Read
How to Update a custom field with {{message.body}} using Workflow and Triggers
How to Use Custom Fields
Customer Reply Trigger with ZAPIER AND/OR conditions
Separating URL’s in Zapier when Uploading Files through Webhooks
Auto Update Pipeline Stage on Appointment Date
Importing National and International Phone Numbers
Retrieving Facebook Leads
Adding Custom Audience Trigger
Manychat to SalesKaki Integration
Running scheduled bulk requests
Auto Cancel Appt messages notifications to clients
Uploading Contacts which one should I choose
Auto Populate Lead Values in Surveys
Event Start Date Campaigns
Finding the Pipeline and Stage ID using zapier
How to use Custom Values
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Stale Opportunity Trigger

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Membership/Courses Sites
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E-Commerce Store

38

Customer Login for Ecommerce Stores
Enable the Billing Address Feature in Ecommerce Checkout
Bulk Actions on the Product Page
Manual Product Sorting on Product List Page in Ecommerce Stores
How to select or filter products per Ecommerce Store?
Text Customization in Ecommerce Stores
WooCommerce: Import and Sync Products and Collections for E-commerce Stores
HighLevel Custom Shipping Carrier Integration Guide
How to Deliver Digital Products for E-commerce Stores?
How to sell products on Facebook and Instagram Shops?
How to migrate Shopify stores to SalesKaki (including products, collections, orders, contacts, and transactions)?
Customer Access Center to View Current and Past Order Details
Customizing the Checkout Page in Ecommerce Stores
How to Use the Inventory Management Features for Your Online Store in SalesKaki
How to Upsell Products in Online Store checkouts?
How to add customer login in Ecommerce stores to view order details and past orders?
How to use Woocommerce Integration in E-commerce stores?
How to Add Reviews & Ratings for Products for E-commerce stores?
How to Suggest Related Product(s) in Your Product Details Page
How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
How to Sort and Filter Products in SalesKaki Ecommerce Site Builder
How to Print Packing Slips for Your Ecommerce Orders
How to Use Product Labels and Ribbons in an Ecommerce Store
New product collection element and SEO Improvements
How to Use the New Printful Integration with SalesKaki
Search Bar Element in Ecommerce Stores
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
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Automatic abandoned cart checkout emails for online store
Setup abandoned cart Email notifications
Related Product element for Ecommerce stores
How to print shipping labels or packing slips for my store orders?
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to Set Up an E-Commerce Online Store (Websites)
Manual Payment Method in E-commerce Stores & Order Forms
Shipping and Delivery rates for Ecommerce Stores
Shipping: How to Connect a Shippo Integration?
How to use Printful Integration with your Ecommerce Store?

Merge Fields & Custom Variables

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Merge Fields & Custom Variables
- List of Merge Fields
- Overview of Merge Fields & Custom Variables

Reputation Management & Reviews

27

Review Requests

Integrations

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Google Integrations
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- How to Connect Stripe to Your Sub-Account
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QuickBooks
- Automatic Review Request When Invoice Paid in Quickbooks
Shopify
Tiktok
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- Private Integrations: Everything you need to know

Custom Objects

11

Getting Started w/ Custom Objects
Associations
- Associations for Custom Objects
Managing Custom Object Records

CRM

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Managing Your CRM Views
Associations
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Actions
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- Adding and Managing Notes

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Home
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Workflows
Workflow Actions
Custom Object Workflow Actions

Custom Object Workflow Actions

Workflow Action – Clear Fields of Associated Record for Contact
Workflow Action – Update an Associated Record for Contact
Workflow Action – Create an Associated Record for Contact

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