GoHighLevelChecklist

GHL Event Sub-Account Setup Checklist

Step-by-step checklist to configure a new GoHighLevel sub-account for an event — custom fields, tags, pipelines, workflows, and Tixified connection.

GHL Sub-Account Setup Checklist

Configure a new GHL sub-account for events in 5 phases. Takes ~2 hours, saves 20+ hours of ongoing manual work.

Phase 1: Custom Fields (8 items)

☐ Create custom field: tix_order_number (Text)
☐ Create custom field: tix_ticket_name (Text)
☐ Create custom field: tix_variant_name (Text)
☐ Create custom field: tix_reg_status (Text)
☐ Create custom field: tix_checked_in (Text)
☐ Create custom field: tix_session_date (Date)
☐ Create custom field: tix_session_end_date (Date)
☐ Create custom field: tix_promo_code (Text)

Phase 2: Tag Architecture (6 items)

☐ Create EVT: tags for your event(s)
☐ Create TKT: tags for each ticket type
☐ Create STAGE: lifecycle tags (Purchased, Registered, Checked In, No Show)
☐ Create SEQ: sequence tracking tags
☐ Set up Smart Lists filtered by each tag category
☐ Document tag naming convention for team

Phase 3: Pipeline Setup (5 items)

☐ Create 'Event Attendee' pipeline
☐ Add stages: New Purchase → Registered → Pre-Event → Attended → Post-Event
☐ Set up automation rules to move contacts between stages
☐ Create 'Sponsor Pipeline' if selling sponsorships
☐ Configure pipeline notifications

Phase 4: Workflow Configuration (8 items)

☐ Build Purchase Confirmation workflow
☐ Build Registration Complete workflow
☐ Build Incomplete Registration Nudge workflow
☐ Build Pre-Event Drip (7-day, 1-day, 2-hour)
☐ Build Day-of Check-In tagger
☐ Build No-Show Tagger workflow
☐ Build Post-Event Follow-Up sequence
☐ Build No-Show Recovery sequence

Phase 5: Tixified Integration (6 items)

☐ Get GHL API key from Settings → Business Profile
☐ Get GHL Location ID
☐ Enter both in Tixified Settings → Integrations → GoHighLevel
☐ Map purchase tags to each ticket in Tixified
☐ Map registration tags to each registration form
☐ Run a test order and verify data in GHL

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GoHighLevel Event Workflow Blueprint

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5 ready-to-copy SMS messages for your GoHighLevel pre-event automation — from purchase confirmation through morning-of reminder. Reduce no-shows by up to 60%.

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GHL Post-Event No-Show Recovery Templates

2-email recovery sequence for GoHighLevel to re-engage attendees who registered but didn't show up. Converts 8-15% of no-shows into next-event buyers.