Beauty Business Suite CRM Snapshot

Getting Started Guide

https://www.youtube.com/watch?v=EnhnSO6Oj8M

Welcome

Welcome to the Beauty Business Suite CRM Snapshot! This system was built to help beauty

professionals spend less time figuring out the backend of their business and more time serving

clients and growing their business. Inside you'll find systems for organizing leads, automating

follow-up, booking appointments, nurturing clients, and running a professional business.

Before You Begin

You'll need: an active GoHighLevel account, a computer, your logo, brand colors, business email,

business phone number, website or booking link, and social media links. Estimated setup time:

45–90 minutes.

Step 1 – Import Your Snapshot

Log into GoHighLevel, open the Marketplace, locate Beauty Business Suite, purchase the

snapshot, click Install, choose your subaccount, and wait for the import to finish.

Step 2 – Replace Branding

Go to Settings → Company and update your business name, logo, address, phone number, email,

website, and time zone.

Step 3 – Connect Your Domain

Navigate to Settings → Domains and connect your custom domain if you have one.

Step 4 – Connect Your Email

Go to Settings → Email Services, connect your email provider, and send yourself a test email.

Step 5 – Connect Your Phone Number

Connect or purchase your business phone number so SMS reminders and automations work

correctly.

Step 6 – Customize Calendars

Review business hours, appointment lengths, buffers, availability, and holidays.

Step 7 – Update Pipelines

Review every opportunity stage and rename them to fit your business if needed.

Step 8 – Update Workflows

Replace placeholder information such as your business name, booking link, email, phone number,

and social links. Review each trigger before publishing.

Step 9 – Review Email Templates

Update signatures, branding, booking links, and contact information.Step 10 – Review SMS Templates

Replace placeholder text with your business information.

Step 11 – Update Forms

Customize intake forms, consultation forms, and contact forms with your branding and questions.

Step 12 – Update Landing Pages

Replace text, images, colors, pricing, testimonials, and links.

Step 13 – Connect Payments

If accepting payments, connect Stripe and complete a small test transaction.

Step 14 – Test Everything

Submit forms, book appointments, receive emails and texts, and verify every workflow functions

correctly before going live.

Recommended First Automations

Enable your Welcome Workflow, Appointment Confirmation, Appointment Reminder, Thank You,

Review Request, and Rebooking Reminder first.

Troubleshooting

If emails fail, verify your email connection. If texts fail, verify your phone setup. If workflows don't

run, check triggers, filters, and publication status. If bookings fail, verify calendar settings and time

zones.

Frequently Asked Questions

The snapshot does not overwrite existing data. Everything is customizable. You can duplicate

workflows, delete unused assets, and no coding is required. Your purchase includes 30 days of

email support.

Support

Email: [email protected]. Include your business name, subaccount name,

screenshots, and a description of the issue.

Pro Tips

Customize everything before turning automations on, test every workflow, keep naming consistent,

avoid deleting assets until you're certain they're unnecessary, and make one change at a time for

easier troubleshooting.