@elitedcs/ghl-mcp 3.65.0 → 3.65.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/guide/guide.html CHANGED
@@ -4,23 +4,20 @@
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  <meta charset="utf-8">
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  <meta name="viewport" content="width=device-width, initial-scale=1">
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  <title>GHL Command — User Guide</title>
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- <!-- guides-hash: 6ffc57aa1224244f -->
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+ <!-- guides-hash: 580f584a6ea0c9bb -->
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  <style>
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+ /* Deliberately light in every environment, including a dark-mode OS. This is a
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+ reference document people read at length, print, and save to PDF, and a page
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+ that flips to dark behind their back is worse at all three. The only dark
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+ surfaces are the hero band and the prompt blocks, which are chosen. */
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  :root{
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- --bg:#F2F4F6; --surface:#FFFFFF; --ink:#1C2833; --muted:#5B6B78; --line:#DDE3E8;
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+ color-scheme:light;
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+ --bg:#FFFFFF; --surface:#FFFFFF; --soft:#F7F9FA; --ink:#16202A; --muted:#5B6B78; --line:#E2E8ED;
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  --accent:#0E6E5C; --accent-hover:#0B5A4B; --accent-soft:#E3F1EC;
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  --full-bg:#F7ECD9; --full-ink:#8A5A10;
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  --em-bg:#E5EDF8; --em-ink:#2C5E9E;
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  --bubble:#F6F8F9; --shadow:0 1px 3px rgba(28,40,51,.07);
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- }
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- @media (prefers-color-scheme: dark){
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- :root{
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- --bg:#10181F; --surface:#18222B; --ink:#E8EDF1; --muted:#93A3B0; --line:#26323C;
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- --accent:#3FB99C; --accent-hover:#55CBAF; --accent-soft:#173029;
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- --full-bg:#332916; --full-ink:#E0B15E;
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- --em-bg:#182838; --em-ink:#7FAEE0;
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- --bubble:#141D25; --shadow:0 1px 3px rgba(0,0,0,.35);
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- }
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+ --hero:#101C26; --hero-ink:#FFFFFF; --hero-muted:#A9BAC6; --hero-eyebrow:#5FD0B4;
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  }
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  *{box-sizing:border-box}
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  body{margin:0;background:var(--bg);color:var(--ink);
@@ -46,16 +43,44 @@ code{background:var(--bubble);border:1px solid var(--line);border-radius:5px;pad
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  .cta{background:var(--accent);color:#fff;text-decoration:none;border-radius:9px;padding:9px 18px;font-weight:600;font-size:16px;white-space:nowrap}
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  .cta:hover{background:var(--accent-hover)}
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+ /* hero band — full bleed, dark, one per view */
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+ .hero{background:var(--hero);color:var(--hero-ink)}
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+ .hero-in{max-width:1180px;margin:0 auto;padding:44px 20px 40px}
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+ .eyebrow{margin:0 0 10px;font-size:12.5px;font-weight:700;letter-spacing:.14em;text-transform:uppercase;
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+ color:var(--hero-eyebrow)}
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+ .hero h1{margin:0 0 12px;font-size:40px;line-height:1.12;font-weight:680;text-wrap:balance;max-width:26ch}
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+ .hero .sub{margin:0;color:var(--hero-muted);font-size:19px;line-height:1.55;max-width:56ch}
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+ .hero .badges{display:flex;gap:9px;flex-wrap:wrap;margin-top:18px}
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+ .badge{font-size:12.5px;font-weight:700;letter-spacing:.08em;text-transform:uppercase;border-radius:999px;
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+ padding:5px 12px;background:rgba(255,255,255,.09);color:var(--hero-muted);border:1px solid rgba(255,255,255,.14)}
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+ .badge.on{background:rgba(95,208,180,.13);color:var(--hero-eyebrow);border-color:rgba(95,208,180,.32)}
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+ @media (max-width:620px){.hero h1{font-size:31px}.hero .sub{font-size:17px}.hero-in{padding:32px 18px 30px}}
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+
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+ /* category jump menu */
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+ .catnav{display:flex;gap:8px;flex-wrap:wrap;margin:0 0 8px;padding:0 0 22px;border-bottom:1px solid var(--line)}
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+ .catnav a{font-size:14.5px;font-weight:600;text-decoration:none;color:var(--muted);background:var(--soft);
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+ border:1px solid var(--line);border-radius:999px;padding:6px 13px;white-space:nowrap}
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+ .catnav a:hover{color:var(--accent);border-color:var(--accent);background:var(--accent-soft)}
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+
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  /* shell */
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  .shell{max-width:1180px;margin:0 auto;padding:26px 20px 60px}
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  main{max-width:1180px}
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+ /* in-product routing: the index and each guide are separate views in one file,
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+ so a card opens a page instead of scrolling into an ever-growing document.
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+ Scoped to body.app — the public site serves real per-guide URLs and must not
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+ have its content hidden by this. */
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+ body.app .gpage{display:none}
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+ body.app .gpage.active{display:block}
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+ body.app.reading #indexview{display:none}
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+
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  /* library */
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  .lead h1{margin:2px 0 6px;font-size:34px;line-height:1.2;text-wrap:balance;font-weight:650}
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  .lead p{margin:0 0 6px;color:var(--muted);max-width:60ch}
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- .catsec{margin-top:34px}
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- .catsec h2{font-size:15px;letter-spacing:.1em;text-transform:uppercase;color:var(--muted);
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- margin:0 0 12px;padding-bottom:8px;border-bottom:1px solid var(--line)}
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+ .catsec{margin-top:38px;scroll-margin-top:78px}
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+ .catsec h2{display:flex;align-items:center;gap:10px;font-size:23px;font-weight:660;color:var(--ink);
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+ margin:0 0 14px;letter-spacing:-.01em}
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+ .catsec h2::before{content:"";flex:0 0 auto;width:9px;height:9px;border-radius:50%;background:var(--accent)}
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  .cards{display:grid;grid-template-columns:repeat(auto-fill,minmax(265px,1fr));gap:14px}
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  .card{background:var(--surface);border:1px solid var(--line);border-radius:9px;padding:16px 16px 13px;
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  box-shadow:var(--shadow);text-align:left;color:var(--ink);display:flex;flex-direction:column;gap:7px;
@@ -103,10 +128,14 @@ main{max-width:1180px}
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  .gsec li{max-width:62ch}
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  .gpara{max-width:62ch;margin:10px 0}
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  .steps{counter-reset:s;list-style:none;padding:0;margin:0;display:flex;flex-direction:column;gap:10px}
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- .steps li{display:flex;gap:12px;align-items:baseline;max-width:62ch}
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- .steps li::before{counter-increment:s;content:counter(s);flex:0 0 22px;height:22px;border-radius:50%;
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+ /* The number is an absolute marker, NOT a flex item. As a flex row every inline
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+ child of the step (a <b>, a bare text node, a <code>) became its own column,
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+ which chopped a sentence containing a code span into three narrow stacks. */
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+ .steps li{position:relative;padding-left:34px;max-width:62ch}
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+ .steps li::before{counter-increment:s;content:counter(s);position:absolute;left:0;top:1px;
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+ width:22px;height:22px;border-radius:50%;
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  background:var(--accent-soft);color:var(--accent);font-size:14px;font-weight:700;
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- display:inline-flex;align-items:center;justify-content:center;transform:translateY(3px)}
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+ display:inline-flex;align-items:center;justify-content:center}
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  .prompt{display:flex;gap:10px;align-items:center;background:var(--bubble);border:1px solid var(--line);
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  border-radius:11px;padding:13px 15px;margin-bottom:9px;max-width:640px}
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  .prompt q{flex:1;font-family:"Charter","Iowan Old Style",Georgia,serif;font-style:italic;font-size:19px;quotes:"“" "”"}
@@ -153,60 +182,102 @@ main{max-width:1180px}
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  .gfoot{margin-top:44px;padding-top:16px;border-top:1px solid var(--line);color:var(--muted);font-size:15px;max-width:62ch}
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  /* toast */
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- .toast{position:fixed;left:50%;bottom:26px;transform:translate(-50%,8px);background:var(--ink);color:var(--bg);
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+ .toast{position:fixed;left:50%;bottom:26px;transform:translate(-50%,8px);background:var(--ink);color:#fff;
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  border-radius:9px;padding:10px 18px;font-size:15px;opacity:0;pointer-events:none;transition:opacity .18s, transform .18s;
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  max-width:88vw;text-align:center}
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  .toast.show{opacity:1;transform:translate(-50%,0)}
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+
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+ /* print / save-as-PDF — one guide per sheet, nothing but the guide.
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+ The hero prints as plain text on white: a dark full-bleed band burns ink and
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+ greys the title on most printers. */
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+ @media print{
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+ @page{margin:16mm 14mm}
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+ html,body{background:#fff !important}
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+ .topbar,.catnav,.foot,.toast,.copy,.capture,.noresults,.search,.cta,.back{display:none !important}
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+ body.app.reading #indexview{display:none !important}
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+ .hero{background:#fff !important;color:#000 !important;border-bottom:1.5px solid #000}
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+ .hero-in{padding:0 0 12px}
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+ .hero h1{font-size:26pt;color:#000 !important}
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+ .hero .sub{color:#333 !important;font-size:12pt}
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+ .eyebrow{color:#555 !important}
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+ .badge{background:#fff !important;color:#333 !important;border:1px solid #bbb !important}
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+ .shell{padding:0;max-width:none}
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+ .gview,main{max-width:none}
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+ .gsec{margin:16pt 0}
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+ .gsec h2{font-size:14pt}
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+ body{font-size:11pt;line-height:1.5}
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+ /* keep a prompt, a table row or a step from splitting across sheets */
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+ .prompt,.pro,.know,.chat,.fnode,.steps li,.wrongtbl tr{break-inside:avoid;page-break-inside:avoid}
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+ .gsec{break-inside:auto}
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+ .gsec h2{break-after:avoid;page-break-after:avoid}
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+ .prompt q,.pro-body{font-style:normal}
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+ a[href^="http"]::after{content:" (" attr(href) ")";font-size:9pt;color:#555;word-break:break-all}
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+ }
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  </style>
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  </head>
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- <body id="top">
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+ <body class="app" id="top">
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  <header class="topbar"><div class="topbar-in">
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  <a class="brand" href="#top"><b>GHL&nbsp;COMMAND</b><span>User Guide</span></a>
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  <div class="search"><svg viewBox="0 0 24 24"><circle cx="11" cy="11" r="7"/><path d="m20 20-3.8-3.8"/></svg>
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  <input id="q" type="search" placeholder="What do you want to do? Try: count contacts" aria-label="Search the guides"></div>
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  </div></header>
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+ <div id="indexview">
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+ <section class="hero"><div class="hero-in">
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+ <p class="eyebrow">GHL Command</p>
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+ <h1>What do you want to get done?</h1>
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+ <p class="sub">Every guide is a job, in plain English: open one, copy a prompt, paste it to Claude. A job is not a button, so one guide usually puts a dozen of GHL Command's tools to work at once. Every prompt marked "Proven live" was run against a real GoHighLevel account before it shipped.</p>
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+ <div class="badges"><span class="badge on">27 guides</span><span class="badge">10 categories</span><span class="badge">Updates with the product</span></div>
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+ </div></section>
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  <div class="shell">
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  <main>
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- <div class="lead">
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- <h1>What do you want to get done?</h1>
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- <p>Every guide is a job, in plain English: find it below, copy a prompt, paste it to Claude. Every prompt marked "Proven live" was run against a real GoHighLevel account before it shipped. This copy updates with the product, so cards marked "Coming in an update" arrive automatically.</p>
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- </div>
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- <div class="catsec"><h2>Getting set up</h2><div class="cards"><a class="card pub" href="#g-install-ghl-command" data-k="install connect setup start windows mac workflow builder browser login step 2 full version"><h3>Install GHL Command</h3><p>One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~6 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-switch-between-client-accounts" data-k="switch subaccount sub-account location client account change which account wrong account"><h3>Switch between client accounts</h3><p>Point Claude at any of your sub-accounts by name, and confirm which one is active.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Read below &#8595;</span></div></a></div></div>
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- <div class="catsec"><h2>Contacts and leads</h2><div class="cards"><a class="card pub" href="#g-bulk-tag-and-clean-up" data-k="bulk tag untag update clean duplicates many contacts segment mass"><h3>Bulk tag and clean up</h3><p>Tag, untag, or update hundreds of contacts in one instruction.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-count-and-report-contacts" data-k="count how many contacts report number leads week month total added"><h3>Count and report your contacts</h3><p>Ask for a number, get the real number, with the date range printed next to it.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-find-and-list-contacts" data-k="list find contacts export spreadsheet csv excel search leads who signed up"><h3>Find and list contacts</h3><p>Pull a clean list into a spreadsheet you can open in Excel or Google Sheets.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-weekly-account-report" data-k="weekly report account snapshot health summary how are we doing client report monday"><h3>Weekly account report</h3><p>One ask, a full snapshot of the account's week: leads, pipeline, and conversations.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Read below &#8595;</span></div></a></div></div>
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- <div class="catsec"><h2>Automations</h2><div class="cards"><a class="card pub" href="#g-add-an-exit-workflow" data-k="exit workflow remove stop replied tag note notify pull out stop texting"><h3>Add an exit workflow</h3><p>Cleanly pull people out of a sequence when they reply, tag them, and get you notified.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-audit-your-workflows" data-k="audit workflows broken silent failure check review existing validate not sending nothing happens"><h3>Audit your workflows</h3><p>Find silent failures and dead ends in existing workflows before your client does.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~2 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-branch-on-tags-and-fields" data-k="if else branch condition vip tag field split two paths different message"><h3>Branch on tags and fields</h3><p>If they are a VIP, send this. Otherwise, send that. Built correctly the first time.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-build-nurture-sequence" data-k="nurture sequence drip texts emails follow up workflow build"><h3>Build a nurture sequence</h3><p>A follow-up machine that texts, emails, waits, and stops the second someone replies.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~15 minutes</span><span class="open">Read below &#8595;</span></div></a></div></div>
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- <div class="catsec"><h2>Pipelines and sales</h2><div class="cards"><a class="card pub" href="#g-documents-and-contracts" data-k="documents contracts proposals signature send sign agreement esign template"><h3>Documents and contracts</h3><p>Proposals and contracts sent for signature and tracked from Claude.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-stand-up-a-pipeline" data-k="pipeline stages create new client setup opportunity sales process deal stages"><h3>Stand up a pipeline</h3><p>Stages, fields, and tags for a new client in one conversation.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Read below &#8595;</span></div></a>
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- <a class="card pub" href="#g-track-and-move-opportunities" data-k="opportunities deals move stage track stuck value won lost pipeline board"><h3>Track and move opportunities</h3><p>Move deals between stages, update values, and see what is stuck.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Read below &#8595;</span></div></a>
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+ <nav class="catnav" aria-label="Guide categories"><a href="#cat-getting-set-up">Getting set up</a><a href="#cat-contacts-and-leads">Contacts and leads</a><a href="#cat-automations">Automations</a><a href="#cat-pipelines-and-sales">Pipelines and sales</a><a href="#cat-client-builds-and-pages">Client builds and pages</a><a href="#cat-booking-and-calendars">Booking and calendars</a><a href="#cat-email-and-sms">Email and SMS</a><a href="#cat-content-and-social">Content and social</a><a href="#cat-forms-and-reviews">Forms and reviews</a><a href="#cat-account-admin">Account admin</a></nav>
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+ <div class="catsec" id="cat-getting-set-up"><h2>Getting set up</h2><div class="cards"><a class="card pub" href="#g-install-ghl-command" data-k="install connect setup start windows mac workflow builder browser login step 2 full version"><h3>Install GHL Command</h3><p>One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~6 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-switch-between-client-accounts" data-k="switch subaccount sub-account location client account change which account wrong account"><h3>Switch between client accounts</h3><p>Point Claude at any of your sub-accounts by name, and confirm which one is active.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Open guide &#8594;</span></div></a></div></div>
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+ <div class="catsec" id="cat-contacts-and-leads"><h2>Contacts and leads</h2><div class="cards"><a class="card pub" href="#g-bulk-tag-and-clean-up" data-k="bulk tag untag update clean duplicates many contacts segment mass smart list saved list view"><h3>Bulk tag and clean up</h3><p>Tag, untag, or update hundreds of contacts in one instruction, then save the group as a list.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-count-and-report-contacts" data-k="count how many contacts report number leads week month total added"><h3>Count and report your contacts</h3><p>Ask for a number, get the real number, with the date range printed next to it.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-find-and-list-contacts" data-k="list find contacts export spreadsheet csv excel search leads who signed up"><h3>Find and list contacts</h3><p>Pull a clean list into a spreadsheet you can open in Excel or Google Sheets.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-weekly-account-report" data-k="weekly report account snapshot health summary how are we doing client report monday"><h3>Weekly account report</h3><p>One ask, a full snapshot of the account's week: leads, pipeline, and conversations.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a></div></div>
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+ <div class="catsec" id="cat-automations"><h2>Automations</h2><div class="cards"><a class="card pub" href="#g-add-an-exit-workflow" data-k="exit workflow remove stop replied tag note notify pull out stop texting"><h3>Add an exit workflow</h3><p>Cleanly pull people out of a sequence when they reply, tag them, and get you notified.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-ai-bots-and-custom-values" data-k="conversation ai ai bot knowledge base bot goals custom values merge fields voice ai agency name snapshot template personality prompt"><h3>What your AI bot knows, and where to put it</h3><p>Three places a bot reads from, one of which silently ignores your custom values.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-audit-your-workflows" data-k="audit workflows broken silent failure check review existing validate not sending nothing happens"><h3>Audit your workflows</h3><p>Find silent failures and dead ends in existing workflows before your client does.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~2 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-branch-on-tags-and-fields" data-k="if else branch condition vip tag field split two paths different message"><h3>Branch on tags and fields</h3><p>If they are a VIP, send this. Otherwise, send that. Built correctly the first time.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-build-nurture-sequence" data-k="nurture sequence drip texts emails follow up workflow build quiet hours sending window contact hours"><h3>Build a nurture sequence</h3><p>A follow-up machine that texts, emails, waits, and stops the second someone replies.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~15 minutes</span><span class="open">Open guide &#8594;</span></div></a></div></div>
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+ <div class="catsec" id="cat-pipelines-and-sales"><h2>Pipelines and sales</h2><div class="cards"><a class="card pub" href="#g-documents-and-contracts" data-k="documents contracts proposals signature send sign agreement esign template"><h3>Documents and contracts</h3><p>Proposals and contracts sent for signature and tracked from Claude.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-invoices-and-payments" data-k="invoice bill billing payment paid product price coupon promo code discount transactions orders revenue estimate"><h3>Bill a client and see what you were paid</h3><p>Products, invoices, coupons, and the money reads, without opening the billing screen.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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+ <a class="card pub" href="#g-stand-up-a-pipeline" data-k="pipeline stages create new client setup opportunity sales process deal stages"><h3>Stand up a pipeline</h3><p>Stages, fields, and tags for a new client in one conversation.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
248
+ <a class="card pub" href="#g-track-and-move-opportunities" data-k="opportunities deals move stage track stuck value won lost pipeline board"><h3>Track and move opportunities</h3><p>Move deals between stages, update values, and see what is stuck.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
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  <button class="card locked" type="button" data-k="invoices estimates payments send record coupons products" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Invoices and estimates. Coming in a product update."><h3>Invoices and estimates</h3><p>Create, send, and track invoices and estimates without opening GHL.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~3 min</span><span class="applabel">Coming in an update</span></div></button></div></div>
188
- <div class="catsec"><h2>Client builds and pages</h2><div class="cards"><button class="card locked" type="button" data-k="blueprint client account build intake onboarding new complete template" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="The Blueprint: build a client account. Coming in a product update."><h3>The Blueprint: build a client account</h3><p>From intake form to a complete, reviewed account build you approve before it runs.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 hour</span><span class="applabel">Coming in an update</span></div></button>
250
+ <div class="catsec" id="cat-client-builds-and-pages"><h2>Client builds and pages</h2><div class="cards"><a class="card pub" href="#g-snapshots-and-reusing-a-build" data-k="snapshot template reuse clone account new client share link import rollout onboarding"><h3>Reuse a build across client accounts</h3><p>Find your snapshots, share one, and know exactly what does not travel with it.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
251
+ <button class="card locked" type="button" data-k="blueprint client account build intake onboarding new complete template" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="The Blueprint: build a client account. Coming in a product update."><h3>The Blueprint: build a client account</h3><p>From intake form to a complete, reviewed account build you approve before it runs.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 hour</span><span class="applabel">Coming in an update</span></div></button>
189
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  <button class="card locked" type="button" data-k="page studio compose website landing pages funnel" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Page Studio: pages and sites. Coming in a product update."><h3>Page Studio: pages and sites</h3><p>Compose landing pages and full sites that render correctly in GHL.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~20 min</span><span class="applabel">Coming in an update</span></div></button>
190
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  <button class="card locked" type="button" data-k="clone site copy rebrand landing page existing url" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Clone and rebrand a site. Coming in a product update."><h3>Clone and rebrand a site</h3><p>Rebuild an existing page for a new client, with a rights check and a review report.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~30 min</span><span class="applabel">Coming in an update</span></div></button></div></div>
191
- <div class="catsec"><h2>Booking and calendars</h2><div class="cards"><a class="card pub" href="#g-see-and-manage-appointments" data-k="appointments today schedule upcoming who is booked list no show cancel reschedule diary"><h3>See and manage appointments</h3><p>Who is booked today, this week, or for a specific client, in one ask.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Read below &#8595;</span></div></a>
192
- <a class="card pub" href="#g-set-up-a-booking-calendar" data-k="calendar create booking consult slots availability buffer appointment types schedule"><h3>Set up a booking calendar</h3><p>A consult calendar with the right slots, buffers, and the right person attached.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Read below &#8595;</span></div></a></div></div>
193
- <div class="catsec"><h2>Email and SMS</h2><div class="cards"><a class="card pub" href="#g-build-email-templates" data-k="email template design create campaign builder reusable branded rename archive"><h3>Build email templates</h3><p>Reusable, branded templates created and edited without the GHL editor.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Read below &#8595;</span></div></a>
194
- <a class="card pub" href="#g-review-your-conversations" data-k="conversations inbox read unread replies check messages who replied catch up missed"><h3>Review your conversations</h3><p>Catch up on replies and unread threads across every channel.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Read below &#8595;</span></div></a>
195
- <a class="card pub" href="#g-send-texts-and-emails" data-k="send message text sms email contact reply conversation follow up one off"><h3>Send texts and emails</h3><p>Message any contact from Claude, in your voice, on the right channel.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~30 seconds</span><span class="open">Read below &#8595;</span></div></a></div></div>
196
- <div class="catsec"><h2>Content and social</h2><div class="cards"><a class="card pub" href="#g-social-posting" data-k="social posts schedule planner facebook instagram linkedin queue draft content calendar"><h3>Plan social posts</h3><p>Queue posts as drafts across your connected social accounts, ready for you to publish.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Read below &#8595;</span></div></a>
254
+ <div class="catsec" id="cat-booking-and-calendars"><h2>Booking and calendars</h2><div class="cards"><a class="card pub" href="#g-see-and-manage-appointments" data-k="appointments today schedule upcoming who is booked list no show cancel reschedule diary"><h3>See and manage appointments</h3><p>Who is booked today, this week, or for a specific client, in one ask.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="open">Open guide &#8594;</span></div></a>
255
+ <a class="card pub" href="#g-set-up-a-booking-calendar" data-k="calendar create booking consult slots availability buffer appointment types schedule daily limit notice same day"><h3>Set up a booking calendar</h3><p>A consult calendar with the right slots, buffers, and the right person attached.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a></div></div>
256
+ <div class="catsec" id="cat-email-and-sms"><h2>Email and SMS</h2><div class="cards"><a class="card pub" href="#g-build-email-templates" data-k="email template design create campaign builder reusable branded rename archive"><h3>Build email templates</h3><p>Reusable, branded templates created and edited without the GHL editor.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
257
+ <a class="card pub" href="#g-review-your-conversations" data-k="conversations inbox read unread replies check messages who replied catch up missed"><h3>Review your conversations</h3><p>Catch up on replies and unread threads across every channel.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
258
+ <a class="card pub" href="#g-send-texts-and-emails" data-k="send message text sms email contact reply conversation follow up one off"><h3>Send texts and emails</h3><p>Message any contact from Claude, in your voice, on the right channel.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~30 seconds</span><span class="open">Open guide &#8594;</span></div></a></div></div>
259
+ <div class="catsec" id="cat-content-and-social"><h2>Content and social</h2><div class="cards"><a class="card pub" href="#g-social-posting" data-k="social posts schedule planner facebook instagram linkedin queue draft content calendar"><h3>Plan social posts</h3><p>Queue posts as drafts across your connected social accounts, ready for you to publish.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a>
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  <button class="card locked" type="button" data-k="blog posts publish draft seo articles slug" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Plan and check blog posts. Coming in a product update."><h3>Plan and check blog posts</h3><p>See what is published, check a web address is free, and get the next post written ready to paste.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 min</span><span class="applabel">Coming in an update</span></div></button>
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  <button class="card locked" type="button" data-k="courses memberships lessons offers community" data-toast="This guide arrives in a product update — your install picks it up automatically." title="Coming in a product update." aria-label="Courses and memberships. Coming in a product update."><h3>Courses and memberships</h3><p>Course outlines, lessons, and offers built in your membership area.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~20 min</span><span class="applabel">Coming in an update</span></div></button></div></div>
199
- <div class="catsec"><h2>Forms and reviews</h2><div class="cards"><a class="card pub" href="#g-create-forms-and-read-submissions" data-k="form create intake survey fields submissions responses questions who filled in"><h3>Create forms and read submissions</h3><p>Intake forms built to spec, and submissions pulled into a clean summary.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Read below &#8595;</span></div></a>
200
- <a class="card pub" href="#g-trigger-links" data-k="trigger links tracking click automations tracked link who clicked interest"><h3>Trigger links</h3><p>Create tracked links that fire automations when clicked.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="open">Read below &#8595;</span></div></a>
201
- <a class="card pub" href="#g-watch-your-reviews" data-k="reviews reputation ratings google stars new review negative feedback review link"><h3>Watch your reviews</h3><p>See new reviews across clients without logging into each account.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~30 seconds</span><span class="open">Read below &#8595;</span></div></a></div></div>
202
- <div class="catsec"><h2>Account admin</h2><div class="cards"><a class="card pub" href="#g-account-admin-basics" data-k="users phone numbers media export snapshot webhooks admin settings who has access compare"><h3>Account admin basics</h3><p>Users, phone numbers, media, and account exports without hunting through menus.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Read below &#8595;</span></div></a>
203
- <a class="card pub" href="#g-custom-fields-and-objects" data-k="custom fields objects records associations create field dropdown date field niche"><h3>Custom fields and objects</h3><p>The fields and records your niche needs, created correctly the first time.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Read below &#8595;</span></div></a></div></div>
262
+ <div class="catsec" id="cat-forms-and-reviews"><h2>Forms and reviews</h2><div class="cards"><a class="card pub" href="#g-create-forms-and-read-submissions" data-k="form create intake survey fields submissions responses questions who filled in"><h3>Create forms and read submissions</h3><p>Intake forms built to spec, and submissions pulled into a clean summary.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="open">Open guide &#8594;</span></div></a>
263
+ <a class="card pub" href="#g-trigger-links" data-k="trigger links tracking click automations tracked link who clicked interest"><h3>Trigger links</h3><p>Create tracked links that fire automations when clicked.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="open">Open guide &#8594;</span></div></a>
264
+ <a class="card pub" href="#g-watch-your-reviews" data-k="reviews reputation ratings google stars new review negative feedback review link"><h3>Watch your reviews</h3><p>See new reviews across clients without logging into each account.</p><div class="meta"><span class="pill free">Free plan</span><span class="time">~30 seconds</span><span class="open">Open guide &#8594;</span></div></a></div></div>
265
+ <div class="catsec" id="cat-account-admin"><h2>Account admin</h2><div class="cards"><a class="card pub" href="#g-account-admin-basics" data-k="users phone numbers media export snapshot webhooks admin settings who has access compare"><h3>Account admin basics</h3><p>Users, phone numbers, media, and account exports without hunting through menus.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="open">Open guide &#8594;</span></div></a>
266
+ <a class="card pub" href="#g-custom-fields-and-objects" data-k="custom fields objects records associations create field dropdown date field niche"><h3>Custom fields and objects</h3><p>The fields and records your niche needs, created correctly the first time.</p><div class="meta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="open">Open guide &#8594;</span></div></a></div></div>
204
267
  <div class="noresults" id="noresults"><p><b>No guides match that yet.</b> Try a different word, like "contacts" or "workflow".</p></div>
205
-
206
- <section class="gview" id="g-account-admin-basics">
207
- <h1 class="gtitle serif">Account admin basics</h1>
208
- <p class="gpromise">Users, phone numbers, media, and account exports without hunting through menus.</p>
209
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
268
+ </main>
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+ </div>
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+ </div>
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+
272
+ <section class="gpage" id="g-account-admin-basics">
273
+ <div class="hero"><div class="hero-in">
274
+ <p class="eyebrow">GHL Command User Guide</p>
275
+ <h1>Account admin basics</h1>
276
+ <p class="sub">Users, phone numbers, media, and account exports without hunting through menus.</p>
277
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~1 minute</span><span class="badge">Account admin</span></div>
278
+ </div></div>
279
+ <div class="shell"><main class="gview">
280
+ <a class="back" href="#top">&#8592; All guides</a>
210
281
  <div class="gsec"><h2>What you'll get</h2>
211
282
  <ul>
212
283
  <li>Who has access to an account, with their role, in one ask.</li>
@@ -252,13 +323,19 @@ Do not change anything. This is a read.</p></div>
252
323
  <li>audit-your-workflows</li>
253
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  </ul>
254
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  </div>
255
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
326
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
327
+ </main></div>
256
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  </section>
257
329
 
258
- <section class="gview" id="g-add-an-exit-workflow">
259
- <h1 class="gtitle serif">Add an exit workflow</h1>
260
- <p class="gpromise">Cleanly pull people out of a sequence when they reply, tag them, and get you notified.</p>
261
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
330
+ <section class="gpage" id="g-add-an-exit-workflow">
331
+ <div class="hero"><div class="hero-in">
332
+ <p class="eyebrow">GHL Command User Guide</p>
333
+ <h1>Add an exit workflow</h1>
334
+ <p class="sub">Cleanly pull people out of a sequence when they reply, tag them, and get you notified.</p>
335
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Automations</span></div>
336
+ </div></div>
337
+ <div class="shell"><main class="gview">
338
+ <a class="back" href="#top">&#8592; All guides</a>
262
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  <div class="gsec"><h2>What you'll get</h2>
263
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  <ul>
264
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  <li>A small four-step workflow that runs the moment someone replies: it takes them out of the nurture, tags them, writes a note on their record, and pings you.</li>
@@ -315,13 +392,85 @@ Before you build: confirm the exact workflow you are removing them from by looki
315
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  <li>audit-your-workflows</li>
316
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  </ul>
317
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  </div>
318
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
395
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
396
+ </main></div>
319
397
  </section>
320
398
 
321
- <section class="gview" id="g-audit-your-workflows">
322
- <h1 class="gtitle serif">Audit your workflows</h1>
323
- <p class="gpromise">Find silent failures and dead ends in existing workflows before your client does.</p>
324
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~2 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
399
+ <section class="gpage" id="g-ai-bots-and-custom-values">
400
+ <div class="hero"><div class="hero-in">
401
+ <p class="eyebrow">GHL Command User Guide</p>
402
+ <h1>What your AI bot knows, and where to put it</h1>
403
+ <p class="sub">Three places a bot reads from, one of which silently ignores your custom values.</p>
404
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~5 minutes</span><span class="badge">Automations</span></div>
405
+ </div></div>
406
+ <div class="shell"><main class="gview">
407
+ <a class="back" href="#top">&#8592; All guides</a>
408
+ <div class="gsec"><h2>What you'll get</h2>
409
+ <ul>
410
+ <li>A clear rule for what belongs in your bot's prompt, what belongs in its knowledge base, and what has to be typed out in full.</li>
411
+ <li>The one place custom values are quietly ignored, which is the difference between a bot that answers correctly and one that invents a name.</li>
412
+ <li>The exact text of your own values, ready to paste where tokens will not work.</li>
413
+ </ul>
414
+ </div>
415
+ <div class="gsec"><h2>The rule</h2>
416
+ <p class="gpara">A bot reads from three places. Only two of them understand <code>{{custom_values.something}}</code>.</p>
417
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>Where it lives</th><th>Custom values</th><th>What belongs there</th></tr><tr><td>Bot Goals: Personality, Goal, Additional Information</td><td>Resolved</td><td>Who the business is. Name, hours, phone, booking link, tone</td></tr><tr><td>Workflow texts and emails</td><td>Resolved</td><td>Anything the bot hands off to</td></tr><tr><td>Knowledge base answers</td><td><b>Ignored</b></td><td>Facts, written out in full, with no tokens at all</td></tr></table></div>
418
+ <p class="gpara">Put identity in Bot Goals. Keep the knowledge base generic, or write the real words into it. Never put a token in a knowledge base answer.</p>
419
+ </div>
420
+ <div class="gsec"><h2>Say this</h2>
421
+ <div class="prompt"><q>List my custom values and show me what each one is actually set to.</q><button class="copy" type="button">Copy</button></div>
422
+ <div class="prompt"><q>Which of my custom values are empty?</q><button class="copy" type="button">Copy</button></div>
423
+ <div class="prompt"><q>I am writing knowledge base answers. Give me the real text for each value so I can paste it in.</q><button class="copy" type="button">Copy</button></div>
424
+ </div>
425
+ <div class="gsec"><h2>The pro prompt</h2>
426
+ <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">In my [MCP Testing] account, list every custom value with the text it is currently set to, and flag any that are empty.
427
+ I am about to write knowledge base answers for an AI bot, and knowledge base answers ignore these tokens, so I need the literal words to paste in rather than the token names.
428
+ Do not change anything. This is a read.</p></div>
429
+ <p class="gpara">Everything in [brackets] is yours to change. Run it before you write a single knowledge base answer, and keep the output next to you while you write.</p>
430
+ </div>
431
+ <div class="gsec"><h2>What goes wrong, in the bot's own words</h2>
432
+ <p class="gpara">A knowledge base answer was written like this:</p>
433
+ <div class="prompt"><q>Disputed charges are escalated to <code>{{custom_values.refund_officer}}</code>, who reviews them within 4 business days.</q><button class="copy" type="button">Copy</button></div>
434
+ <p class="gpara">The value was set correctly. The knowledge base saved. Retrieval scored a strong match. Asked who handles a disputed charge, the bot told the customer:</p>
435
+ <div class="prompt"><q>&quot;Disputed charges are escalated to ZZPROBE CONTROL BETA, who reviews them within 4 business days.&quot;</q><button class="copy" type="button">Copy</button></div>
436
+ <p class="gpara">It did not read the braces out loud, and it did not invent a plausible name. It took the words sitting next to the token and served them up as a person. Whatever text happens to neighbour that token becomes the answer, which means you cannot predict what a customer will be told.</p>
437
+ </div>
438
+ <div class="gsec"><h2>Why this passes your testing</h2>
439
+ <p class="gpara">Here is the part that catches people. If the same fact is in your Bot Goals <b>and</b> in a knowledge base answer, the bot answers correctly, because it fills the gap from the prompt where the value did resolve. Your test passes.</p>
440
+ <p class="gpara">It only breaks for facts that live in the knowledge base alone. Those are the specific ones: a person's name, a policy window, a price, a room number. So the bug hides from exactly the check you would run, and surfaces on the answers that matter most.</p>
441
+ <p class="gpara">Test with a fact that appears nowhere in your Bot Goals. That is the only test that tells you anything.</p>
442
+ </div>
443
+ <div class="gsec"><h2>Good to know</h2>
444
+ <ul>
445
+ <li>Bot Goals has a size limit, around 1,800 words across all three boxes. That is enough for identity and tone. It is not enough for a hundred service descriptions, so most of a real knowledge base has to be plain written text either way.</li>
446
+ <li>Both brace styles work in Bot Goals: with inner spaces and without. Neither works in a knowledge base.</li>
447
+ <li>Building an account you will reuse for other clients? Custom value keys travel to the new account but their values arrive empty. Combined with the rule above, that means a knowledge base written for one client is never portable: it has to be rewritten with the new client's real words. Plan for that at the point you take their answers, not afterwards.</li>
448
+ <li>Ask your client the specific questions up front. Every fact you would have reached for a token to fill is a question that belongs in your intake, so the answer can be typed into the knowledge base in full.</li>
449
+ <li>Reading your values works on the Free plan. Changing them needs the full license.</li>
450
+ </ul>
451
+ </div>
452
+ <div class="gsec"><h2>Where people go wrong</h2>
453
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;The bot told a customer a made-up name.&quot;</td><td>A token in a knowledge base answer. Replace it with the real words.</td></tr><tr><td>&quot;It worked when I tested it and broke in front of a client.&quot;</td><td>The fact you tested was also in Bot Goals. Retest with something that lives only in the knowledge base.</td></tr><tr><td>&quot;I put the agency name in the knowledge base so it would be easy to change later.&quot;</td><td>Put it in Bot Goals instead, as a custom value. That is the place changing it once actually works.</td></tr><tr><td>&quot;I reused a client's setup and the new bot says nothing useful.&quot;</td><td>Values do not travel between accounts, and knowledge base text was never tokenised. Rewrite the answers with the new client's facts.</td></tr></table></div>
454
+ </div>
455
+ <div class="gsec"><h2>Related guides</h2>
456
+ <ul>
457
+ <li>custom-fields-and-objects</li>
458
+ <li>build-nurture-sequence</li>
459
+ </ul>
460
+ </div>
461
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
462
+ </main></div>
463
+ </section>
464
+
465
+ <section class="gpage" id="g-audit-your-workflows">
466
+ <div class="hero"><div class="hero-in">
467
+ <p class="eyebrow">GHL Command User Guide</p>
468
+ <h1>Audit your workflows</h1>
469
+ <p class="sub">Find silent failures and dead ends in existing workflows before your client does.</p>
470
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~2 minutes</span><span class="badge">Automations</span></div>
471
+ </div></div>
472
+ <div class="shell"><main class="gview">
473
+ <a class="back" href="#top">&#8592; All guides</a>
325
474
  <div class="gsec"><h2>What you'll get</h2>
326
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  <ul>
327
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  <li>Every workflow in the account checked for the one thing GHL never tells you about: an action pointing at something that no longer exists.</li>
@@ -365,13 +514,19 @@ Then tell me which ones you can fix safely and which ones need a decision from m
365
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  <li>add-an-exit-workflow</li>
366
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  </ul>
367
516
  </div>
368
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
517
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
518
+ </main></div>
369
519
  </section>
370
520
 
371
- <section class="gview" id="g-branch-on-tags-and-fields">
372
- <h1 class="gtitle serif">Branch on tags and fields</h1>
373
- <p class="gpromise">If they are a VIP, send this. Otherwise, send that. Built correctly the first time.</p>
374
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
521
+ <section class="gpage" id="g-branch-on-tags-and-fields">
522
+ <div class="hero"><div class="hero-in">
523
+ <p class="eyebrow">GHL Command User Guide</p>
524
+ <h1>Branch on tags and fields</h1>
525
+ <p class="sub">If they are a VIP, send this. Otherwise, send that. Built correctly the first time.</p>
526
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Automations</span></div>
527
+ </div></div>
528
+ <div class="shell"><main class="gview">
529
+ <a class="back" href="#top">&#8592; All guides</a>
375
530
  <div class="gsec"><h2>What you'll get</h2>
376
531
  <ul>
377
532
  <li>A workflow that splits: one path for people who match, another for everyone else.</li>
@@ -428,13 +583,19 @@ Before you build: confirm both tags exist in my account, and show me the two pat
428
583
  <li>audit-your-workflows</li>
429
584
  </ul>
430
585
  </div>
431
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
586
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
587
+ </main></div>
432
588
  </section>
433
589
 
434
- <section class="gview" id="g-build-email-templates">
435
- <h1 class="gtitle serif">Build email templates</h1>
436
- <p class="gpromise">Reusable, branded templates created and edited without the GHL editor.</p>
437
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
590
+ <section class="gpage" id="g-build-email-templates">
591
+ <div class="hero"><div class="hero-in">
592
+ <p class="eyebrow">GHL Command User Guide</p>
593
+ <h1>Build email templates</h1>
594
+ <p class="sub">Reusable, branded templates created and edited without the GHL editor.</p>
595
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~10 minutes</span><span class="badge">Email and SMS</span></div>
596
+ </div></div>
597
+ <div class="shell"><main class="gview">
598
+ <a class="back" href="#top">&#8592; All guides</a>
438
599
  <div class="gsec"><h2>What you'll get</h2>
439
600
  <ul>
440
601
  <li>A branded email template saved in the account, ready to drop into any workflow or campaign.</li>
@@ -479,27 +640,36 @@ When it saves, list the templates in the account so I can see it landed, and tel
479
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  <li>send-texts-and-emails</li>
480
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  </ul>
481
642
  </div>
482
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
643
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
644
+ </main></div>
483
645
  </section>
484
646
 
485
- <section class="gview" id="g-build-nurture-sequence">
486
- <h1 class="gtitle serif">Build a nurture sequence</h1>
487
- <p class="gpromise">A follow-up machine that texts, emails, waits, and stops the second someone replies.</p>
488
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~15 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
647
+ <section class="gpage" id="g-build-nurture-sequence">
648
+ <div class="hero"><div class="hero-in">
649
+ <p class="eyebrow">GHL Command User Guide</p>
650
+ <h1>Build a nurture sequence</h1>
651
+ <p class="sub">A follow-up machine that texts, emails, waits, and stops the second someone replies.</p>
652
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~15 minutes</span><span class="badge">Automations</span></div>
653
+ </div></div>
654
+ <div class="shell"><main class="gview">
655
+ <a class="back" href="#top">&#8592; All guides</a>
489
656
  <div class="gsec"><h2>What you'll get</h2>
490
657
  <ul>
491
658
  <li>A ready-to-review workflow in your GHL account: texts, emails, and waits in the right order, every message written out.</li>
492
659
  <li>Stop-on-reply built in, so nobody gets a robot follow-up after a human conversation has started.</li>
660
+ <li>Quiet hours, so the sequence never texts somebody at two in the morning because a wait timer landed there.</li>
493
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  <li>A matching exit workflow: when someone replies, they leave the nurture, get tagged, and you get notified.</li>
494
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  </ul>
495
663
  </div>
496
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  <div class="gsec"><h2>Quick start</h2>
497
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  <div class="prompt"><q>Build a 7-day nurture for new leads: text right away, email an hour later, then follow up daily until they reply.</q><button class="copy" type="button">Copy</button></div>
666
+ <div class="prompt"><q>Only let this workflow send between 8am and 9pm.</q><button class="copy" type="button">Copy</button></div>
498
667
  <div class="prompt"><q>Show me the full plan first. Do not build anything until I approve it.</q><button class="copy" type="button">Copy</button></div>
499
668
  </div>
500
669
  <div class="gsec"><h2>The pro prompt</h2>
501
670
  <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">Build a nurture workflow in my [Radiance Med Spa] account called &quot;New Lead Nurture 7 Day&quot;. Trigger: when the tag [new-lead] is added.
502
671
  The sequence: (1) Immediately, text: &quot;Hi {{first name}}, this is [Dana] from [Radiance Med Spa]. Thanks for reaching out about our [body contouring special]! Want me to grab you a free consult this week?&quot; (2) Wait 1 hour, then send an email, subject &quot;Your consult is waiting&quot;, friendly, three short paragraphs, one button to my booking link. (3) Wait 1 day, then text a soft check-in. (4) Wait 2 days, then email a before-and-after story from a real client. (5) Wait 3 days, then text a last-call message about the special ending.
672
+ Set quiet hours on this workflow: it may only send between [8am] and [9pm], [every day]. Nothing goes out outside that window.
503
673
  Stop the sequence the moment they reply on any channel. Also build the exit workflow: when they reply, remove them from the nurture, tag them [warm-lead], add a note with what they said, and notify me.
504
674
  Before you build anything: show me every message written out for my approval, and verify my account's real pipeline, tag, and calendar IDs so nothing fails silently.</p></div>
505
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  <p class="gpara">Everything in [brackets] is yours to change. The last paragraph is the safety net: it makes Claude plan first and check your account's real setup before touching it.</p>
@@ -521,6 +691,8 @@ Before you build anything: show me every message written out for my approval, an
521
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  <div class="fnode"><span class="tag em">Email</span>before-and-after story</div>
522
692
  <div class="fconn"></div>
523
693
  <div class="fnode"><span class="tag sms">Text</span>last call</div>
694
+ <div class="fconn"></div>
695
+ <div class="fnode"><span class="tag wait">QUIET HOURS: nothing sends outside 8am to 9pm, whenever a wait timer lands</span>then</div>
524
696
  <div class="fstop">the whole track stops the moment they reply, on any channel</div>
525
697
  </div>
526
698
  </div>
@@ -533,13 +705,17 @@ Before you build anything: show me every message written out for my approval, an
533
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  </div>
534
706
  <div class="gsec"><h2>Good to know</h2>
535
707
  <ul>
708
+ <li>Ask for quiet hours on anything that sends texts. Wait timers do not care what time it is: a one-day wait started at 11pm fires at 11pm. A window of 8am to 9pm is the common answer, and it is set per workflow, so every sequence that texts needs its own.</li>
709
+ <li>Quiet hours are the only place a sending window lives. There is no time-of-day setting inside the AI agent builders, so if a bot hands off to a workflow, this is what protects the handoff.</li>
710
+ <li>Once set, quiet hours stay set. Edit a message or add a step later and the window comes through untouched.</li>
536
711
  <li>GHL's editor struggles past about 40 steps in one workflow. Claude knows this and splits long sequences automatically.</li>
537
712
  <li>Messages come out in your voice if you give Claude a sample first: paste one text you would actually send and say &quot;write like this&quot;.</li>
538
713
  <li>The nurture and its exit workflow are a pair. If you ever remove one, ask Claude to update the other, so nothing points at a workflow that is gone.</li>
714
+ <li>If a step in your sequence moves a deal to a new stage, it needs to find that deal first. Say &quot;look up the opportunity, then move it&quot; and Claude wires both. A move on its own saves cleanly and then does nothing.</li>
539
715
  </ul>
540
716
  </div>
541
717
  <div class="gsec"><h2>Where people go wrong</h2>
542
- <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;It built the workflow but nothing ever sends.&quot;</td><td>Say &quot;audit this workflow&quot;. GHL fails silently when something inside is misconfigured; the audit finds it in seconds.</td></tr><tr><td>&quot;The messages sound generic.&quot;</td><td>Give Claude your voice before building: paste a real text you have sent and say &quot;write like this&quot;.</td></tr><tr><td>&quot;I want to change one message.&quot;</td><td>Say &quot;update step 3's text to...&quot; and never rebuild from scratch. Updates keep everything connected.</td></tr></table></div>
718
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;It built the workflow but nothing ever sends.&quot;</td><td>Say &quot;audit this workflow&quot;. GHL fails silently when something inside is misconfigured; the audit finds it in seconds.</td></tr><tr><td>&quot;A text went out at 3am.&quot;</td><td>The workflow has no quiet hours. Say &quot;only let this workflow send between 8am and 9pm&quot; and Claude sets the window.</td></tr><tr><td>&quot;I set quiet hours and later they were gone.&quot;</td><td>Versions before 3.65.0 dropped the window whenever the workflow was saved again. Open any workflow that texts, check its window, and set it once more. From 3.65.0 on it survives every later edit.</td></tr><tr><td>&quot;The messages sound generic.&quot;</td><td>Give Claude your voice before building: paste a real text you have sent and say &quot;write like this&quot;.</td></tr><tr><td>&quot;I want to change one message.&quot;</td><td>Say &quot;update step 3's text to...&quot; and never rebuild from scratch. Updates keep everything connected.</td></tr></table></div>
543
719
  </div>
544
720
  <div class="gsec"><h2>Related guides</h2>
545
721
  <ul>
@@ -547,24 +723,32 @@ Before you build anything: show me every message written out for my approval, an
547
723
  <li>audit-your-workflows</li>
548
724
  </ul>
549
725
  </div>
550
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
726
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
727
+ </main></div>
551
728
  </section>
552
729
 
553
- <section class="gview" id="g-bulk-tag-and-clean-up">
554
- <h1 class="gtitle serif">Bulk tag and clean up</h1>
555
- <p class="gpromise">Tag, untag, or update hundreds of contacts in one instruction.</p>
556
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
730
+ <section class="gpage" id="g-bulk-tag-and-clean-up">
731
+ <div class="hero"><div class="hero-in">
732
+ <p class="eyebrow">GHL Command User Guide</p>
733
+ <h1>Bulk tag and clean up</h1>
734
+ <p class="sub">Tag, untag, or update hundreds of contacts in one instruction, then save the group as a list.</p>
735
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~2 minutes</span><span class="badge">Contacts and leads</span></div>
736
+ </div></div>
737
+ <div class="shell"><main class="gview">
738
+ <a class="back" href="#top">&#8592; All guides</a>
557
739
  <div class="gsec"><h2>What you'll get</h2>
558
740
  <ul>
559
741
  <li>One instruction that tags, untags, or updates a whole group of contacts at once.</li>
560
742
  <li>A count of exactly who is about to be touched, before anything is touched.</li>
561
743
  <li>A report of what actually landed: how many succeeded, how many failed, out of how many.</li>
744
+ <li>The group saved as a list you can open in GHL any day, instead of rebuilding the same filter every week.</li>
562
745
  </ul>
563
746
  </div>
564
747
  <div class="gsec"><h2>Say this</h2>
565
748
  <div class="prompt"><q>Tag everyone who came in from the September ad as september-lead.</q><button class="copy" type="button">Copy</button></div>
566
749
  <div class="prompt"><q>Remove the cold-lead tag from anyone who has replied to us.</q><button class="copy" type="button">Copy</button></div>
567
750
  <div class="prompt"><q>Tag these twelve contacts as needs-follow-up.</q><button class="copy" type="button">Copy</button></div>
751
+ <div class="prompt"><q>Save everyone tagged needs-follow-up as a list called Needs Follow Up.</q><button class="copy" type="button">Copy</button></div>
568
752
  </div>
569
753
  <div class="gsec"><h2>The pro prompt</h2>
570
754
  <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">In my [Radiance Med Spa] account, find every contact tagged [website-lead] that also has [no tag of consult-booked].
@@ -573,11 +757,19 @@ Once I say go: add the tag [needs-follow-up] to all of them, then tell me how ma
573
757
  Do not delete anything, do not send anything, and do not change any other field.</p></div>
574
758
  <p class="gpara">Everything in [brackets] is yours to change. The two safety lines matter more than the rest: Claude counts and stops before it touches anything, and the last line rules out everything you did not ask for.</p>
575
759
  </div>
760
+ <div class="gsec"><h2>Save the group as a list</h2>
761
+ <p class="gpara">Tagging answers &quot;who needs chasing today&quot;. A saved list answers it again next Monday without you rebuilding the filter. Once a group is tagged, ask Claude to save it.</p>
762
+ <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">In my [Radiance Med Spa] account, save a contact list called &quot;[Needs Follow Up]&quot; that shows everyone tagged [needs-follow-up].
763
+ Read it back to me once it is saved so I know it exists, and tell me where to find it in GHL.
764
+ Do not change any contact, and do not delete any list that is already there.</p></div>
765
+ <p class="gpara">The list appears in your contacts view in GHL like any other saved list. Ask Claude to delete one by name when a campaign is over.</p>
766
+ </div>
576
767
  <div class="gsec"><h2>What happens when you ask</h2>
577
768
  <ol class="steps">
578
769
  <li>Claude builds the group and tells you the size, with a few examples so you can spot a mistake.</li>
579
770
  <li>You approve, or you narrow it. Nothing has changed yet.</li>
580
771
  <li>Claude applies the change in batches and reports back what actually landed.</li>
772
+ <li>If you asked for a saved list, it creates it and reads it back so you can see it exists.</li>
581
773
  </ol>
582
774
  </div>
583
775
  <div class="gsec"><h2>Good to know</h2>
@@ -585,11 +777,13 @@ Do not delete anything, do not send anything, and do not change any other field.
585
777
  <li>Ask for the count first, every time. It is the difference between tagging 40 people and tagging 4,000.</li>
586
778
  <li>Bulk delete is real, and it does not come back. Claude will make you confirm, and it is worth reading that message twice.</li>
587
779
  <li>Tags are the backbone of GHL automation. Tag now, and your workflows have something to trigger on later.</li>
780
+ <li>Saved lists are built from conditions, not from a frozen set of names. Tag somebody tomorrow and they appear in the list on their own.</li>
781
+ <li>Saving lists needs version 3.65.0 or later. In every version before it, the list tools reported success and quietly created nothing, so if you tried this before and found nothing in GHL, that is why. Ask Claude &quot;what version are you running&quot; if you are not sure.</li>
588
782
  <li>Bulk changes need the full license. The Free plan can find and count the group, but not change it.</li>
589
783
  </ul>
590
784
  </div>
591
785
  <div class="gsec"><h2>Where people go wrong</h2>
592
- <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;It tagged more people than I meant.&quot;</td><td>Always ask for the count and the examples first. Approve after you see them, not before.</td></tr><tr><td>&quot;I asked for duplicates to be merged.&quot;</td><td>GHL does not merge from the outside. Claude can find likely duplicates and list them, then you merge in GHL.</td></tr><tr><td>&quot;The tags are not showing in GHL yet.&quot;</td><td>GHL's contact index lags a few seconds behind. The report of what succeeded is the truth; the list view catches up.</td></tr></table></div>
786
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;It tagged more people than I meant.&quot;</td><td>Always ask for the count and the examples first. Approve after you see them, not before.</td></tr><tr><td>&quot;I saved a list before and it never showed up in GHL.&quot;</td><td>Versions before 3.65.0 could not actually save lists, though they said they had. Update, then ask again.</td></tr><tr><td>&quot;I asked for duplicates to be merged.&quot;</td><td>GHL does not merge from the outside. Claude can find likely duplicates and list them, then you merge in GHL.</td></tr><tr><td>&quot;The tags are not showing in GHL yet.&quot;</td><td>GHL's contact index lags a few seconds behind. The report of what succeeded is the truth; the list view catches up.</td></tr></table></div>
593
787
  </div>
594
788
  <div class="gsec"><h2>Related guides</h2>
595
789
  <ul>
@@ -597,13 +791,19 @@ Do not delete anything, do not send anything, and do not change any other field.
597
791
  <li>audit-your-workflows</li>
598
792
  </ul>
599
793
  </div>
600
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
794
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
795
+ </main></div>
601
796
  </section>
602
797
 
603
- <section class="gview" id="g-count-and-report-contacts">
604
- <h1 class="gtitle serif">Count and report your contacts</h1>
605
- <p class="gpromise">Ask for a number, get the real number, with the date range printed next to it.</p>
606
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
798
+ <section class="gpage" id="g-count-and-report-contacts">
799
+ <div class="hero"><div class="hero-in">
800
+ <p class="eyebrow">GHL Command User Guide</p>
801
+ <h1>Count and report your contacts</h1>
802
+ <p class="sub">Ask for a number, get the real number, with the date range printed next to it.</p>
803
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~10 seconds</span><span class="badge">Contacts and leads</span></div>
804
+ </div></div>
805
+ <div class="shell"><main class="gview">
806
+ <a class="back" href="#top">&#8592; All guides</a>
607
807
  <div class="gsec"><h2>What you'll get</h2>
608
808
  <ul>
609
809
  <li>The number GHL's own contact index reports for your window. If Claude cannot verify a count, it says so instead of guessing.</li>
@@ -646,13 +846,19 @@ Do not delete anything, do not send anything, and do not change any other field.
646
846
  <li>weekly-account-report</li>
647
847
  </ul>
648
848
  </div>
649
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
849
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
850
+ </main></div>
650
851
  </section>
651
852
 
652
- <section class="gview" id="g-create-forms-and-read-submissions">
653
- <h1 class="gtitle serif">Create forms and read submissions</h1>
654
- <p class="gpromise">Intake forms built to spec, and submissions pulled into a clean summary.</p>
655
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
853
+ <section class="gpage" id="g-create-forms-and-read-submissions">
854
+ <div class="hero"><div class="hero-in">
855
+ <p class="eyebrow">GHL Command User Guide</p>
856
+ <h1>Create forms and read submissions</h1>
857
+ <p class="sub">Intake forms built to spec, and submissions pulled into a clean summary.</p>
858
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~10 minutes</span><span class="badge">Forms and reviews</span></div>
859
+ </div></div>
860
+ <div class="shell"><main class="gview">
861
+ <a class="back" href="#top">&#8592; All guides</a>
656
862
  <div class="gsec"><h2>What you'll get</h2>
657
863
  <ul>
658
864
  <li>An intake form built with the exact questions you want, saved in the account and ready to attach to a page.</li>
@@ -695,13 +901,19 @@ When it saves, read the form back to me question by question, and tell me exactl
695
901
  <li>custom-fields-and-objects</li>
696
902
  </ul>
697
903
  </div>
698
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
904
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
905
+ </main></div>
699
906
  </section>
700
907
 
701
- <section class="gview" id="g-custom-fields-and-objects">
702
- <h1 class="gtitle serif">Custom fields and objects</h1>
703
- <p class="gpromise">The fields and records your niche needs, created correctly the first time.</p>
704
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
908
+ <section class="gpage" id="g-custom-fields-and-objects">
909
+ <div class="hero"><div class="hero-in">
910
+ <p class="eyebrow">GHL Command User Guide</p>
911
+ <h1>Custom fields and objects</h1>
912
+ <p class="sub">The fields and records your niche needs, created correctly the first time.</p>
913
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Account admin</span></div>
914
+ </div></div>
915
+ <div class="shell"><main class="gview">
916
+ <a class="back" href="#top">&#8592; All guides</a>
705
917
  <div class="gsec"><h2>What you'll get</h2>
706
918
  <ul>
707
919
  <li>The fields this business actually needs on a contact: treatment interest, referral source, next review date, whatever the niche runs on.</li>
@@ -745,13 +957,19 @@ Read them back to me afterwards with their exact names and types, and tell me wh
745
957
  <li>audit-your-workflows</li>
746
958
  </ul>
747
959
  </div>
748
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
960
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
961
+ </main></div>
749
962
  </section>
750
963
 
751
- <section class="gview" id="g-documents-and-contracts">
752
- <h1 class="gtitle serif">Documents and contracts</h1>
753
- <p class="gpromise">Proposals and contracts sent for signature and tracked from Claude.</p>
754
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
964
+ <section class="gpage" id="g-documents-and-contracts">
965
+ <div class="hero"><div class="hero-in">
966
+ <p class="eyebrow">GHL Command User Guide</p>
967
+ <h1>Documents and contracts</h1>
968
+ <p class="sub">Proposals and contracts sent for signature and tracked from Claude.</p>
969
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Pipelines and sales</span></div>
970
+ </div></div>
971
+ <div class="shell"><main class="gview">
972
+ <a class="back" href="#top">&#8592; All guides</a>
755
973
  <div class="gsec"><h2>What you'll get</h2>
756
974
  <ul>
757
975
  <li>Your existing contract and proposal templates, listed by name, ready to send.</li>
@@ -796,13 +1014,19 @@ Then tell me which ones I should chase, in order.</p></div>
796
1014
  <li>track-and-move-opportunities</li>
797
1015
  </ul>
798
1016
  </div>
799
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1017
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1018
+ </main></div>
800
1019
  </section>
801
1020
 
802
- <section class="gview" id="g-find-and-list-contacts">
803
- <h1 class="gtitle serif">Find and list contacts</h1>
804
- <p class="gpromise">Pull a clean list into a spreadsheet you can open in Excel or Google Sheets.</p>
805
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1021
+ <section class="gpage" id="g-find-and-list-contacts">
1022
+ <div class="hero"><div class="hero-in">
1023
+ <p class="eyebrow">GHL Command User Guide</p>
1024
+ <h1>Find and list contacts</h1>
1025
+ <p class="sub">Pull a clean list into a spreadsheet you can open in Excel or Google Sheets.</p>
1026
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~1 minute</span><span class="badge">Contacts and leads</span></div>
1027
+ </div></div>
1028
+ <div class="shell"><main class="gview">
1029
+ <a class="back" href="#top">&#8592; All guides</a>
806
1030
  <div class="gsec"><h2>What you'll get</h2>
807
1031
  <ul>
808
1032
  <li>The actual people, not a number: name, email, phone, tags, and the date they came in.</li>
@@ -845,13 +1069,19 @@ Show me the first ten rows in the chat so I can sanity check them before you wri
845
1069
  <li>bulk-tag-and-clean-up</li>
846
1070
  </ul>
847
1071
  </div>
848
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1072
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1073
+ </main></div>
849
1074
  </section>
850
1075
 
851
- <section class="gview" id="g-install-ghl-command">
852
- <h1 class="gtitle serif">Install GHL Command</h1>
853
- <p class="gpromise">One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.</p>
854
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~6 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1076
+ <section class="gpage" id="g-install-ghl-command">
1077
+ <div class="hero"><div class="hero-in">
1078
+ <p class="eyebrow">GHL Command User Guide</p>
1079
+ <h1>Install GHL Command</h1>
1080
+ <p class="sub">One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.</p>
1081
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~6 minutes</span><span class="badge">Getting set up</span></div>
1082
+ </div></div>
1083
+ <div class="shell"><main class="gview">
1084
+ <a class="back" href="#top">&#8592; All guides</a>
855
1085
  <div class="gsec"><h2>What you'll get</h2>
856
1086
  <ul>
857
1087
  <li>GHL Command connected to your GoHighLevel account, ready to work from Claude.</li>
@@ -880,13 +1110,78 @@ Show me the first ten rows in the chat so I can sanity check them before you wri
880
1110
  <div class="gsec"><h2>Where people go wrong</h2>
881
1111
  <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;It said step 1 of 2 done. Is it broken?&quot;</td><td>No, it is honest. Do step 2 (the browser login) and you are finished.</td></tr><tr><td>&quot;The workflow tools give errors after the login.&quot;</td><td>Restart Claude completely. Quit and reopen. The new login only loads on a fresh start.</td></tr><tr><td>&quot;I upgraded to paid. Do I reinstall?&quot;</td><td>No. Say &quot;set up GHL Command&quot; and paste only your email and new key. Everything you set up before is kept.</td></tr></table></div>
882
1112
  </div>
883
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1113
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1114
+ </main></div>
884
1115
  </section>
885
1116
 
886
- <section class="gview" id="g-review-your-conversations">
887
- <h1 class="gtitle serif">Review your conversations</h1>
888
- <p class="gpromise">Catch up on replies and unread threads across every channel.</p>
889
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1117
+ <section class="gpage" id="g-invoices-and-payments">
1118
+ <div class="hero"><div class="hero-in">
1119
+ <p class="eyebrow">GHL Command User Guide</p>
1120
+ <h1>Bill a client and see what you were paid</h1>
1121
+ <p class="sub">Products, invoices, coupons, and the money reads, without opening the billing screen.</p>
1122
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Pipelines and sales</span></div>
1123
+ </div></div>
1124
+ <div class="shell"><main class="gview">
1125
+ <a class="back" href="#top">&#8592; All guides</a>
1126
+ <div class="gsec"><h2>What you'll get</h2>
1127
+ <ul>
1128
+ <li>An invoice raised against a real contact, itemised and priced, without touching the billing screen.</li>
1129
+ <li>A promo code you can hand out, and a product catalogue Claude can price from.</li>
1130
+ <li>A straight answer to &quot;what came in this month&quot;, read from the account rather than a dashboard.</li>
1131
+ </ul>
1132
+ </div>
1133
+ <div class="gsec"><h2>Say this</h2>
1134
+ <div class="prompt"><q>Invoice Dana Miller 250 dollars for a consultation, due in 30 days.</q><button class="copy" type="button">Copy</button></div>
1135
+ <div class="prompt"><q>Show me every unpaid invoice.</q><button class="copy" type="button">Copy</button></div>
1136
+ <div class="prompt"><q>Make a 10 percent promo code called SPRING10.</q><button class="copy" type="button">Copy</button></div>
1137
+ <div class="prompt"><q>What payments have come in this month?</q><button class="copy" type="button">Copy</button></div>
1138
+ </div>
1139
+ <div class="gsec"><h2>The pro prompt</h2>
1140
+ <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">In my [MCP Testing] account, raise an invoice for [Dana Miller] for [one consultation at 250 dollars], due [30] days from today.
1141
+ Build it as a draft and read it back to me with the total, the currency and the line items, so I can check it before anyone sees it.
1142
+ Do not send it. I will send it myself once I have read it.</p></div>
1143
+ <p class="gpara">Everything in [brackets] is yours to change. The last line matters more than the rest: sending is the step that reaches a real person, and it is the one thing worth doing with your own eyes on the screen.</p>
1144
+ </div>
1145
+ <div class="gsec"><h2>What happens when you ask</h2>
1146
+ <ol class="steps">
1147
+ <li>Claude finds the contact and reads their details, because an invoice carries the client's name and email on its face, not just a link to their record.</li>
1148
+ <li>It builds the invoice as a draft, priced in your account's currency, and reads it back with the total.</li>
1149
+ <li>It stops. Nothing is emailed until you say so.</li>
1150
+ </ol>
1151
+ </div>
1152
+ <div class="gsec"><h2>Good to know</h2>
1153
+ <ul>
1154
+ <li>Invoices are created as drafts and stay that way until sent. A draft costs nothing and can be deleted; a sent invoice has landed in someone's inbox and cannot be unsent.</li>
1155
+ <li>Say &quot;do not send&quot; in the ask when you are experimenting. Claude honours it, and it removes the only irreversible step in the whole flow.</li>
1156
+ <li>New invoices are real and payable by default. If you want one that cannot be paid, for a demo or a screenshot, ask for a test-mode invoice explicitly.</li>
1157
+ <li>Products are the catalogue, invoices are the bill. Creating a product does not create a price on its own, so ask for the price in the same breath if you want one attached.</li>
1158
+ <li>Coupons need a code, a type (percentage or fixed) and an amount. Without all three GHL rejects it.</li>
1159
+ <li>&quot;What was I paid&quot; is a different question from &quot;what did I invoice&quot;. Ask for transactions or orders for money that actually moved, and for invoices for money you asked for.</li>
1160
+ <li>Invoicing needs the full license. The Free plan can read invoices and payments but not raise them.</li>
1161
+ </ul>
1162
+ </div>
1163
+ <div class="gsec"><h2>Where people go wrong</h2>
1164
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;Creating an invoice used to just fail.&quot;</td><td>It did, for everyone, until 3.65.2. The call was missing six fields GHL requires and crashed its server rather than telling us. Update and it works.</td></tr><tr><td>&quot;It sent before I was ready.&quot;</td><td>Say &quot;do not send it&quot; in the ask. Sending is the only step here that reaches a customer.</td></tr><tr><td>&quot;The invoice shows the wrong name or no email.&quot;</td><td>Those come from the contact record, not the invoice. Fix the contact first, then raise the invoice.</td></tr><tr><td>&quot;My revenue number looks too low.&quot;</td><td>You are reading invoices, which is money requested. Ask for transactions instead, which is money received.</td></tr><tr><td>&quot;The promo code was rejected.&quot;</td><td>A coupon needs all three of code, type and amount. Percentage discounts take a number like 10, not &quot;10%&quot;.</td></tr></table></div>
1165
+ </div>
1166
+ <div class="gsec"><h2>Related guides</h2>
1167
+ <ul>
1168
+ <li>track-and-move-opportunities</li>
1169
+ <li>stand-up-a-pipeline</li>
1170
+ </ul>
1171
+ </div>
1172
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1173
+ </main></div>
1174
+ </section>
1175
+
1176
+ <section class="gpage" id="g-review-your-conversations">
1177
+ <div class="hero"><div class="hero-in">
1178
+ <p class="eyebrow">GHL Command User Guide</p>
1179
+ <h1>Review your conversations</h1>
1180
+ <p class="sub">Catch up on replies and unread threads across every channel.</p>
1181
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~1 minute</span><span class="badge">Email and SMS</span></div>
1182
+ </div></div>
1183
+ <div class="shell"><main class="gview">
1184
+ <a class="back" href="#top">&#8592; All guides</a>
890
1185
  <div class="gsec"><h2>What you'll get</h2>
891
1186
  <ul>
892
1187
  <li>Who has replied and not been answered, across text, email, and the rest of the inbox.</li>
@@ -930,13 +1225,19 @@ Do not reply to anyone. This is a read.</p></div>
930
1225
  <li>weekly-account-report</li>
931
1226
  </ul>
932
1227
  </div>
933
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1228
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1229
+ </main></div>
934
1230
  </section>
935
1231
 
936
- <section class="gview" id="g-see-and-manage-appointments">
937
- <h1 class="gtitle serif">See and manage appointments</h1>
938
- <p class="gpromise">Who is booked today, this week, or for a specific client, in one ask.</p>
939
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1232
+ <section class="gpage" id="g-see-and-manage-appointments">
1233
+ <div class="hero"><div class="hero-in">
1234
+ <p class="eyebrow">GHL Command User Guide</p>
1235
+ <h1>See and manage appointments</h1>
1236
+ <p class="sub">Who is booked today, this week, or for a specific client, in one ask.</p>
1237
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~10 seconds</span><span class="badge">Booking and calendars</span></div>
1238
+ </div></div>
1239
+ <div class="shell"><main class="gview">
1240
+ <a class="back" href="#top">&#8592; All guides</a>
940
1241
  <div class="gsec"><h2>What you'll get</h2>
941
1242
  <ul>
942
1243
  <li>Today's bookings, this week's bookings, or one person's history, read out in plain English.</li>
@@ -980,13 +1281,19 @@ Do not reply to anyone. This is a read.</p></div>
980
1281
  <li>weekly-account-report</li>
981
1282
  </ul>
982
1283
  </div>
983
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1284
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1285
+ </main></div>
984
1286
  </section>
985
1287
 
986
- <section class="gview" id="g-send-texts-and-emails">
987
- <h1 class="gtitle serif">Send texts and emails</h1>
988
- <p class="gpromise">Message any contact from Claude, in your voice, on the right channel.</p>
989
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~30 seconds</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1288
+ <section class="gpage" id="g-send-texts-and-emails">
1289
+ <div class="hero"><div class="hero-in">
1290
+ <p class="eyebrow">GHL Command User Guide</p>
1291
+ <h1>Send texts and emails</h1>
1292
+ <p class="sub">Message any contact from Claude, in your voice, on the right channel.</p>
1293
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~30 seconds</span><span class="badge">Email and SMS</span></div>
1294
+ </div></div>
1295
+ <div class="shell"><main class="gview">
1296
+ <a class="back" href="#top">&#8592; All guides</a>
990
1297
  <div class="gsec"><h2>What you'll get</h2>
991
1298
  <ul>
992
1299
  <li>A single text or email to a named contact, written and sent from the chat.</li>
@@ -1030,28 +1337,37 @@ Before you send: confirm the exact contact you matched, show me their phone numb
1030
1337
  <li>build-nurture-sequence</li>
1031
1338
  </ul>
1032
1339
  </div>
1033
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1340
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1341
+ </main></div>
1034
1342
  </section>
1035
1343
 
1036
- <section class="gview" id="g-set-up-a-booking-calendar">
1037
- <h1 class="gtitle serif">Set up a booking calendar</h1>
1038
- <p class="gpromise">A consult calendar with the right slots, buffers, and the right person attached.</p>
1039
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1344
+ <section class="gpage" id="g-set-up-a-booking-calendar">
1345
+ <div class="hero"><div class="hero-in">
1346
+ <p class="eyebrow">GHL Command User Guide</p>
1347
+ <h1>Set up a booking calendar</h1>
1348
+ <p class="sub">A consult calendar with the right slots, buffers, and the right person attached.</p>
1349
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~10 minutes</span><span class="badge">Booking and calendars</span></div>
1350
+ </div></div>
1351
+ <div class="shell"><main class="gview">
1352
+ <a class="back" href="#top">&#8592; All guides</a>
1040
1353
  <div class="gsec"><h2>What you'll get</h2>
1041
1354
  <ul>
1042
1355
  <li>A booking calendar with real opening hours, appointment length, and gaps between appointments.</li>
1356
+ <li>A daily booking cap and a minimum notice period, so a full day stays full and nobody books your next hour.</li>
1043
1357
  <li>The right person attached to it, which is the step that quietly breaks calendars built in a hurry.</li>
1044
1358
  <li>A read-back of what actually saved, plus the next available slots so you know it is bookable.</li>
1045
1359
  </ul>
1046
1360
  </div>
1047
1361
  <div class="gsec"><h2>Say this</h2>
1048
1362
  <div class="prompt"><q>Create a 30-minute consult calendar, weekdays 9 to 5, with a 15-minute gap between appointments.</q><button class="copy" type="button">Copy</button></div>
1363
+ <div class="prompt"><q>Cap the consult calendar at 6 bookings a day and require 24 hours notice.</q><button class="copy" type="button">Copy</button></div>
1049
1364
  <div class="prompt"><q>Show me the calendars in this account.</q><button class="copy" type="button">Copy</button></div>
1050
1365
  <div class="prompt"><q>What slots are free on the consult calendar this week?</q><button class="copy" type="button">Copy</button></div>
1051
1366
  </div>
1052
1367
  <div class="gsec"><h2>The pro prompt</h2>
1053
1368
  <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">In my [MCP Testing] account, create a booking calendar called &quot;[Free Consult]&quot;.
1054
1369
  Appointments are [30] minutes, available [Monday to Friday, 9am to 5pm] in the account's timezone, with a [15] minute gap between appointments.
1370
+ Cap it at [6] bookings a day, and require at least [24] hours notice so nobody books the same morning.
1055
1371
  Attach it to [me], and look up my real user record in this account rather than guessing at a name.
1056
1372
  When it saves, read the calendar back to me and show me the next five bookable slots so I know it is genuinely open for business.</p></div>
1057
1373
  <p class="gpara">Everything in [brackets] is yours to change. Asking for the next five slots at the end is the whole test. A calendar that saves but offers no slots looks perfect and books nobody.</p>
@@ -1059,21 +1375,23 @@ When it saves, read the calendar back to me and show me the next five bookable s
1059
1375
  <div class="gsec"><h2>What happens when you ask</h2>
1060
1376
  <ol class="steps">
1061
1377
  <li>Claude looks up the real user in the account so the calendar has an owner who exists.</li>
1062
- <li>It creates the calendar with your hours, length, gaps, and notice period.</li>
1378
+ <li>It creates the calendar with your hours, length, gaps, daily cap, and notice period.</li>
1063
1379
  <li>It reads the calendar back and pulls the next available slots so you can see it is live.</li>
1064
1380
  </ol>
1065
1381
  </div>
1066
1382
  <div class="gsec"><h2>Good to know</h2>
1067
1383
  <ul>
1068
1384
  <li>Say who the appointments belong to. A calendar with nobody attached will happily save and then show no availability.</li>
1385
+ <li>Ask for the daily cap and the notice period in the same breath as the hours. Six bookings protects a clinic day that also has patients in it, and twenty-four hours notice is what stops someone taking your next open slot while you are still in a room.</li>
1069
1386
  <li>Timezones follow the sub-account's setting. If the account is set to the wrong city, every slot is wrong. Check that first on a new client account.</li>
1070
1387
  <li>Round robin calendars, where several staff share the bookings, need each person listed. Name them all in the ask. On that type, a slot only opens if the calendar hours AND that person's own working hours both allow it, so a Saturday window needs somebody who works Saturdays.</li>
1071
- <li>Two settings live in GHL's calendar screen and not here: how much notice someone must give before booking, and the confirmation and reminder messages. Set those once in GHL. If you want real control over reminder wording, ask Claude for a reminder workflow instead.</li>
1388
+ <li>Changing one setting later leaves the others alone. Rename a calendar or raise its daily cap and the slot length, the gaps and the opening hours all stay exactly as you left them.</li>
1389
+ <li>Confirmation and reminder messages still live on GHL's calendar screen. Set those once in GHL. If you want real control over reminder wording, ask Claude for a reminder workflow instead.</li>
1072
1390
  <li>Needs the full license.</li>
1073
1391
  </ul>
1074
1392
  </div>
1075
1393
  <div class="gsec"><h2>Where people go wrong</h2>
1076
- <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;The calendar exists but shows no times.&quot;</td><td>Nobody is attached to it, or the hours fall outside the account's timezone. Ask for the next five slots and Claude will show you which it is.</td></tr><tr><td>&quot;Clients are booking with no notice.&quot;</td><td>The minimum-notice setting is on GHL's calendar screen, not something Claude sets. Open the calendar in GHL and set it once.</td></tr><tr><td>&quot;Appointments are back to back.&quot;</td><td>Ask for a gap between appointments. Fifteen minutes is the usual answer for a clinic.</td></tr></table></div>
1394
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;The calendar exists but shows no times.&quot;</td><td>Nobody is attached to it, or the hours fall outside the account's timezone. Ask for the next five slots and Claude will show you which it is.</td></tr><tr><td>&quot;Clients are booking with no notice.&quot;</td><td>Say how much notice you want and Claude sets it on the calendar. Twenty-four hours is the usual answer for a consult.</td></tr><tr><td>&quot;One busy day swallowed my whole week.&quot;</td><td>Ask for a daily cap. It limits how many bookings a single day can take, no matter how many hours are open.</td></tr><tr><td>&quot;My slot lengths and opening hours went back to defaults on their own.&quot;</td><td>Versions before 3.65.0 could reset untouched settings when you changed a different one. Ask Claude to read the calendar back and set them again. From 3.65.0 on, settings you do not mention are left alone.</td></tr><tr><td>&quot;Appointments are back to back.&quot;</td><td>Ask for a gap between appointments. Fifteen minutes is the usual answer for a clinic.</td></tr></table></div>
1077
1395
  </div>
1078
1396
  <div class="gsec"><h2>Related guides</h2>
1079
1397
  <ul>
@@ -1081,13 +1399,74 @@ When it saves, read the calendar back to me and show me the next five bookable s
1081
1399
  <li>build-nurture-sequence</li>
1082
1400
  </ul>
1083
1401
  </div>
1084
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1402
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1403
+ </main></div>
1404
+ </section>
1405
+
1406
+ <section class="gpage" id="g-snapshots-and-reusing-a-build">
1407
+ <div class="hero"><div class="hero-in">
1408
+ <p class="eyebrow">GHL Command User Guide</p>
1409
+ <h1>Reuse a build across client accounts</h1>
1410
+ <p class="sub">Find your snapshots, share one, and know exactly what does not travel with it.</p>
1411
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Client builds and pages</span></div>
1412
+ </div></div>
1413
+ <div class="shell"><main class="gview">
1414
+ <a class="back" href="#top">&#8592; All guides</a>
1415
+ <div class="gsec"><h2>What you'll get</h2>
1416
+ <ul>
1417
+ <li>Every snapshot on your agency, named, so you can pick one without hunting through the agency view.</li>
1418
+ <li>A clear split between the ones you built and the ones you imported from somebody else.</li>
1419
+ <li>An honest list of what a snapshot leaves behind, which is the part that costs people a day when they find out late.</li>
1420
+ </ul>
1421
+ </div>
1422
+ <div class="gsec"><h2>Say this</h2>
1423
+ <div class="prompt"><q>List my snapshots.</q><button class="copy" type="button">Copy</button></div>
1424
+ <div class="prompt"><q>Which of these snapshots did I build, and which came from somewhere else?</q><button class="copy" type="button">Copy</button></div>
1425
+ <div class="prompt"><q>Give me a share link for the Client Launch Template.</q><button class="copy" type="button">Copy</button></div>
1426
+ </div>
1427
+ <div class="gsec"><h2>The pro prompt</h2>
1428
+ <div class="pro"><div class="pro-head"><b>The exact ask we run on real client accounts</b><span class="pill full">Proven live</span><button class="copy" type="button">Copy</button></div><p class="pro-body">List every snapshot on my agency with its name and id, and split them into the ones I built here and the ones that were imported from somewhere else.
1429
+ I am about to roll one out to a new client, so tell me which is the most recent version of my own template, and remind me what will not carry across when it is applied.
1430
+ This is a read. Do not apply anything.</p></div>
1431
+ <p class="gpara">Everything in [brackets] is yours to change. Ask for the version explicitly. Agencies accumulate templates named v1 through v4.6, and applying last year's to a new client is a quiet, expensive mistake.</p>
1432
+ </div>
1433
+ <div class="gsec"><h2>What does not travel</h2>
1434
+ <p class="gpara">A snapshot carries structure. It does not carry the specifics, and nothing warns you.</p>
1435
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>Travels</th><th>Does not travel</th></tr><tr><td>Workflows, pipelines, calendars, forms, funnels</td><td>Custom value <b>values</b>. The keys arrive, the values arrive empty</td></tr><tr><td>Custom field and custom value definitions</td><td>Anything typed into a knowledge base for the old client</td></tr><tr><td>AI agents and their knowledge bases</td><td>Your Private Integration key. Each account needs its own</td></tr></table></div>
1436
+ <p class="gpara">The custom values one catches everybody. Every text and email that referenced <code>{{custom_values.booking_link}}</code> now renders with a hole in it, and the workflow still reports success. Fill the values in as step one of every rollout, before you turn anything on.</p>
1437
+ </div>
1438
+ <div class="gsec"><h2>Good to know</h2>
1439
+ <ul>
1440
+ <li>Snapshots are a copy, not a link. Fixing a workflow in your template does not fix the twelve accounts you already applied it to.</li>
1441
+ <li>Check whether workflows arrive published. A snapshot that lands live starts messaging real contacts the moment the account has any, which is rarely what you want on day one.</li>
1442
+ <li>Name your snapshots with versions and dates. &quot;Client Launch Template v4.6&quot; tells you something; &quot;Client Template Final&quot; does not.</li>
1443
+ <li>Imported snapshots are somebody else's work and can change out from under you. If a template matters to your business, build your own from an account you control.</li>
1444
+ <li>Applying a snapshot is an agency-level action. Reading the list works with your agency key; the rollout itself happens in the GHL agency view.</li>
1445
+ <li>Needs the full license.</li>
1446
+ </ul>
1447
+ </div>
1448
+ <div class="gsec"><h2>Where people go wrong</h2>
1449
+ <div style="overflow-x:auto"><table class="wrongtbl"><tr><th>What happened</th><th>The fix</th></tr><tr><td>&quot;The new account's texts have gaps where the details should be.&quot;</td><td>Custom values arrived empty. Fill them in before switching anything on.</td></tr><tr><td>&quot;The bot is answering with the last client's information.&quot;</td><td>Knowledge base text was written for that client and copied verbatim. Rewrite the answers for the new one.</td></tr><tr><td>&quot;It started messaging people on day one.&quot;</td><td>Workflows came across published. Check their status before the account has contacts in it.</td></tr><tr><td>&quot;Claude cannot see the account I just made.&quot;</td><td>A new sub-account has no Private Integration key yet. Create one in that account, then save it.</td></tr><tr><td>&quot;I applied the wrong version.&quot;</td><td>Ask for the list first and read the names. Version numbers exist for exactly this.</td></tr></table></div>
1450
+ </div>
1451
+ <div class="gsec"><h2>Related guides</h2>
1452
+ <ul>
1453
+ <li>ai-bots-and-custom-values</li>
1454
+ <li>blueprint-build-a-client-account</li>
1455
+ </ul>
1456
+ </div>
1457
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1458
+ </main></div>
1085
1459
  </section>
1086
1460
 
1087
- <section class="gview" id="g-social-posting">
1088
- <h1 class="gtitle serif">Plan social posts</h1>
1089
- <p class="gpromise">Queue posts as drafts across your connected social accounts, ready for you to publish.</p>
1090
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~5 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1461
+ <section class="gpage" id="g-social-posting">
1462
+ <div class="hero"><div class="hero-in">
1463
+ <p class="eyebrow">GHL Command User Guide</p>
1464
+ <h1>Plan social posts</h1>
1465
+ <p class="sub">Queue posts as drafts across your connected social accounts, ready for you to publish.</p>
1466
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~5 minutes</span><span class="badge">Content and social</span></div>
1467
+ </div></div>
1468
+ <div class="shell"><main class="gview">
1469
+ <a class="back" href="#top">&#8592; All guides</a>
1091
1470
  <div class="gsec"><h2>What you'll get</h2>
1092
1471
  <ul>
1093
1472
  <li>A week or a month of posts written and loaded into the GHL Social Planner as drafts.</li>
@@ -1132,13 +1511,19 @@ Then confirm back to me, one line each, that every post saved as a draft and whi
1132
1511
  <li>weekly-account-report</li>
1133
1512
  </ul>
1134
1513
  </div>
1135
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1514
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1515
+ </main></div>
1136
1516
  </section>
1137
1517
 
1138
- <section class="gview" id="g-stand-up-a-pipeline">
1139
- <h1 class="gtitle serif">Stand up a pipeline</h1>
1140
- <p class="gpromise">Stages, fields, and tags for a new client in one conversation.</p>
1141
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~10 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1518
+ <section class="gpage" id="g-stand-up-a-pipeline">
1519
+ <div class="hero"><div class="hero-in">
1520
+ <p class="eyebrow">GHL Command User Guide</p>
1521
+ <h1>Stand up a pipeline</h1>
1522
+ <p class="sub">Stages, fields, and tags for a new client in one conversation.</p>
1523
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~10 minutes</span><span class="badge">Pipelines and sales</span></div>
1524
+ </div></div>
1525
+ <div class="shell"><main class="gview">
1526
+ <a class="back" href="#top">&#8592; All guides</a>
1142
1527
  <div class="gsec"><h2>What you'll get</h2>
1143
1528
  <ul>
1144
1529
  <li>A pipeline with stages named the way this business actually sells, not GHL's defaults.</li>
@@ -1182,13 +1567,19 @@ Do not add any contacts or deals to it yet.</p></div>
1182
1567
  <li>audit-your-workflows</li>
1183
1568
  </ul>
1184
1569
  </div>
1185
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1570
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1571
+ </main></div>
1186
1572
  </section>
1187
1573
 
1188
- <section class="gview" id="g-switch-between-client-accounts">
1189
- <h1 class="gtitle serif">Switch between client accounts</h1>
1190
- <p class="gpromise">Point Claude at any of your sub-accounts by name, and confirm which one is active.</p>
1191
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~10 seconds</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1574
+ <section class="gpage" id="g-switch-between-client-accounts">
1575
+ <div class="hero"><div class="hero-in">
1576
+ <p class="eyebrow">GHL Command User Guide</p>
1577
+ <h1>Switch between client accounts</h1>
1578
+ <p class="sub">Point Claude at any of your sub-accounts by name, and confirm which one is active.</p>
1579
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~10 seconds</span><span class="badge">Getting set up</span></div>
1580
+ </div></div>
1581
+ <div class="shell"><main class="gview">
1582
+ <a class="back" href="#top">&#8592; All guides</a>
1192
1583
  <div class="gsec"><h2>What you'll get</h2>
1193
1584
  <ul>
1194
1585
  <li>Every sub-account you can reach, listed by name, not by a string of letters and numbers.</li>
@@ -1236,13 +1627,19 @@ Do not add any contacts or deals to it yet.</p></div>
1236
1627
  <li>weekly-account-report</li>
1237
1628
  </ul>
1238
1629
  </div>
1239
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1630
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1631
+ </main></div>
1240
1632
  </section>
1241
1633
 
1242
- <section class="gview" id="g-track-and-move-opportunities">
1243
- <h1 class="gtitle serif">Track and move opportunities</h1>
1244
- <p class="gpromise">Move deals between stages, update values, and see what is stuck.</p>
1245
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~1 minute</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1634
+ <section class="gpage" id="g-track-and-move-opportunities">
1635
+ <div class="hero"><div class="hero-in">
1636
+ <p class="eyebrow">GHL Command User Guide</p>
1637
+ <h1>Track and move opportunities</h1>
1638
+ <p class="sub">Move deals between stages, update values, and see what is stuck.</p>
1639
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~1 minute</span><span class="badge">Pipelines and sales</span></div>
1640
+ </div></div>
1641
+ <div class="shell"><main class="gview">
1642
+ <a class="back" href="#top">&#8592; All guides</a>
1246
1643
  <div class="gsec"><h2>What you'll get</h2>
1247
1644
  <ul>
1248
1645
  <li>The board read out loud: what is in every stage, what it is worth, and what has not moved in weeks.</li>
@@ -1287,13 +1684,19 @@ Do not move anything. This is a read.</p></div>
1287
1684
  <li>weekly-account-report</li>
1288
1685
  </ul>
1289
1686
  </div>
1290
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1687
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1688
+ </main></div>
1291
1689
  </section>
1292
1690
 
1293
- <section class="gview" id="g-trigger-links">
1294
- <h1 class="gtitle serif">Trigger links</h1>
1295
- <p class="gpromise">Create tracked links that fire automations when clicked.</p>
1296
- <div class="gmeta"><span class="pill full">Full license</span><span class="time">~2 minutes</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1691
+ <section class="gpage" id="g-trigger-links">
1692
+ <div class="hero"><div class="hero-in">
1693
+ <p class="eyebrow">GHL Command User Guide</p>
1694
+ <h1>Trigger links</h1>
1695
+ <p class="sub">Create tracked links that fire automations when clicked.</p>
1696
+ <div class="badges"><span class="badge on">Full license</span><span class="badge">~2 minutes</span><span class="badge">Forms and reviews</span></div>
1697
+ </div></div>
1698
+ <div class="shell"><main class="gview">
1699
+ <a class="back" href="#top">&#8592; All guides</a>
1297
1700
  <div class="gsec"><h2>What you'll get</h2>
1298
1701
  <ul>
1299
1702
  <li>A tracked link, created in the account and ready to drop into any text or email.</li>
@@ -1338,13 +1741,19 @@ Tell me plainly what happens on my side when somebody clicks it, and what I woul
1338
1741
  <li>create-forms-and-read-submissions</li>
1339
1742
  </ul>
1340
1743
  </div>
1341
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1744
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1745
+ </main></div>
1342
1746
  </section>
1343
1747
 
1344
- <section class="gview" id="g-watch-your-reviews">
1345
- <h1 class="gtitle serif">Watch your reviews</h1>
1346
- <p class="gpromise">See new reviews across clients without logging into each account.</p>
1347
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~30 seconds</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1748
+ <section class="gpage" id="g-watch-your-reviews">
1749
+ <div class="hero"><div class="hero-in">
1750
+ <p class="eyebrow">GHL Command User Guide</p>
1751
+ <h1>Watch your reviews</h1>
1752
+ <p class="sub">See new reviews across clients without logging into each account.</p>
1753
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~30 seconds</span><span class="badge">Forms and reviews</span></div>
1754
+ </div></div>
1755
+ <div class="shell"><main class="gview">
1756
+ <a class="back" href="#top">&#8592; All guides</a>
1348
1757
  <div class="gsec"><h2>What you'll get</h2>
1349
1758
  <ul>
1350
1759
  <li>New reviews for an account, read out with the star rating and what the person actually wrote.</li>
@@ -1387,13 +1796,19 @@ Tell me plainly what happens on my side when somebody clicks it, and what I woul
1387
1796
  <li>trigger-links</li>
1388
1797
  </ul>
1389
1798
  </div>
1390
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1799
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1800
+ </main></div>
1391
1801
  </section>
1392
1802
 
1393
- <section class="gview" id="g-weekly-account-report">
1394
- <h1 class="gtitle serif">Weekly account report</h1>
1395
- <p class="gpromise">One ask, a full snapshot of the account's week: leads, pipeline, and conversations.</p>
1396
- <div class="gmeta"><span class="pill free">Free plan</span><span class="time">~1 minute</span><span class="time">Works in Claude Desktop and Claude Code</span></div>
1803
+ <section class="gpage" id="g-weekly-account-report">
1804
+ <div class="hero"><div class="hero-in">
1805
+ <p class="eyebrow">GHL Command User Guide</p>
1806
+ <h1>Weekly account report</h1>
1807
+ <p class="sub">One ask, a full snapshot of the account's week: leads, pipeline, and conversations.</p>
1808
+ <div class="badges"><span class="badge on">Free plan</span><span class="badge">~1 minute</span><span class="badge">Contacts and leads</span></div>
1809
+ </div></div>
1810
+ <div class="shell"><main class="gview">
1811
+ <a class="back" href="#top">&#8592; All guides</a>
1397
1812
  <div class="gsec"><h2>What you'll get</h2>
1398
1813
  <ul>
1399
1814
  <li>New leads for the week, total contacts, open and won and lost deals, and how many conversations are live in the account.</li>
@@ -1437,10 +1852,9 @@ Then give me the three things you would look at first if this were your account.
1437
1852
  <li>track-and-move-opportunities</li>
1438
1853
  </ul>
1439
1854
  </div>
1440
- <p class="gfoot"><a class="back" href="#top">&#8593; All guides</a> &nbsp;&middot;&nbsp; Stuck? Email support@ghlcommand.com and a human answers.</p>
1855
+ <p class="gfoot">Works in Claude Desktop and Claude Code. Stuck? Email support@ghlcommand.com and a human answers.</p>
1856
+ </main></div>
1441
1857
  </section>
1442
- </main>
1443
- </div>
1444
1858
  <footer class="foot"><div class="foot-in">
1445
1859
  <span>GHL Command runs your GoHighLevel account from Claude. This guide library ships with every install, free or paid, and grows with the product.</span>
1446
1860
  <a href="https://ghlcommand.com/skills/">Web version</a><a href="https://ghlcommand.com">ghlcommand.com</a>
@@ -1454,6 +1868,53 @@ function showToast(msg) {
1454
1868
  clearTimeout(toastT); toastT = setTimeout(function () { toast.classList.remove('show'); }, 2600);
1455
1869
  }
1456
1870
 
1871
+ // ---- in-product router -------------------------------------------------
1872
+ // The offline edition is one file, so a card cannot navigate to a real URL.
1873
+ // Instead each guide is a view and the hash is the route: opening one hides the
1874
+ // index entirely rather than scrolling down into it. Without this the page is a
1875
+ // single document that grows by one full guide every release.
1876
+ // Public renders serve real per-guide URLs and have no body.app, so this no-ops.
1877
+ var isApp = document.body.classList.contains('app');
1878
+ var pages = isApp ? document.querySelectorAll('.gpage') : [];
1879
+ var baseTitle = document.title;
1880
+ var indexScroll = 0;
1881
+
1882
+ function route() {
1883
+ if (!isApp) return;
1884
+ var id = (location.hash || '').replace(/^#/, '');
1885
+ var target = id ? document.getElementById(id) : null;
1886
+ if (target && !target.classList.contains('gpage')) target = null;
1887
+
1888
+ if (target) {
1889
+ // Leaving the index: remember where they were so Back returns them there.
1890
+ if (!document.body.classList.contains('reading')) {
1891
+ indexScroll = window.pageYOffset || document.documentElement.scrollTop || 0;
1892
+ }
1893
+ Array.prototype.forEach.call(pages, function (p) { p.classList.toggle('active', p === target); });
1894
+ document.body.classList.add('reading');
1895
+ var h = target.querySelector('h1');
1896
+ document.title = (h ? h.textContent + ' — ' : '') + baseTitle;
1897
+ window.scrollTo(0, 0);
1898
+ } else {
1899
+ var wasReading = document.body.classList.contains('reading');
1900
+ Array.prototype.forEach.call(pages, function (p) { p.classList.remove('active'); });
1901
+ document.body.classList.remove('reading');
1902
+ document.title = baseTitle;
1903
+ // Restore after the browser has done its own jump for the new hash,
1904
+ // otherwise that jump lands last and the position is whatever it chose.
1905
+ if (wasReading) {
1906
+ var y = indexScroll;
1907
+ if (window.requestAnimationFrame) window.requestAnimationFrame(function () { window.scrollTo(0, y); });
1908
+ else window.scrollTo(0, y);
1909
+ }
1910
+ }
1911
+ }
1912
+
1913
+ if (isApp) {
1914
+ window.addEventListener('hashchange', route);
1915
+ route();
1916
+ }
1917
+
1457
1918
  document.querySelectorAll('.card.locked').forEach(function (c) {
1458
1919
  c.addEventListener('click', function () {
1459
1920
  showToast(c.getAttribute('data-toast') || 'This guide lives in the app. Every install, free or paid, includes the full library.');
@@ -1463,6 +1924,12 @@ document.querySelectorAll('.card.locked').forEach(function (c) {
1463
1924
  var q = document.getElementById('q');
1464
1925
  if (q) q.addEventListener('input', function () {
1465
1926
  var t = q.value.trim().toLowerCase(); var any = false;
1927
+ // Searching from inside a guide means "take me back to the library".
1928
+ if (isApp && document.body.classList.contains('reading')) {
1929
+ indexScroll = 0;
1930
+ if (location.hash) location.hash = '';
1931
+ else route();
1932
+ }
1466
1933
  document.querySelectorAll('.card').forEach(function (c) {
1467
1934
  var hay = (c.textContent + ' ' + (c.getAttribute('data-k') || '')).toLowerCase();
1468
1935
  var hit = !t || hay.indexOf(t) !== -1;