White-label Links
Advanced CSM Practice
Written By GoCSM
Last updated 6 months ago
The final setup step is adding your White Labeled Links.
NOTE: Filling out these fields does not mean you are required to use these practices or features right away. This setup is simply to ensure everything is ready in case you decide to enable them later. If you choose not to use them now, there’s nothing to worry about—it won’t affect your current setup. Many agencies fill this out in advance so they don’t forget about it down the road.
Go to Settings > White Labeled Links
You'll need to copy and paste 5 key links from your HighLevel account into GoCSM. Once done, we’ll auto-embed them in your workflows.
Support Feedback Form | Sites > Forms > Builder → Open Support Feedback form → Copy Preview Link |
Task Form | Sites > Forms > Builder → Open Task form → Copy Preview Link |
Success Session Calendar | Settings > Calendars → Activate Success Session calendar → Copy Permanent Link |
Feature Walkthrough Calendar | Settings > Calendars → Activate Feature Walkthrough calendar → Copy Permanent Link |
Affiliate Sign-Up Link | (If using FirstPromoter/etc.) Paste your referral program URL here. |