[INSTALL GUIDE]

Install once. Everything else is in your dashboard.

Your dashboard has your personal code and copy buttons for each method. This page explains the steps and fixes.

1. Pick how to install

Agency admins: GHL Custom JS. Works for everyone on your sub-accounts. In GHL switch to Agency view → Settings → Company → Custom JS. Paste your code on its own lines after anything already there (don't delete existing code), save, then hard refresh a calendar page.

An agency runs your GHL. In your dashboard choose "An agency runs my GHL" and copy the note. It tells the agency where to paste it and that it only runs for the sub-accounts on your plan. Takes them about two minutes.

Just on your computer: Tampermonkey. Install the free Tampermonkey extension. In Chrome or Edge right-click its icon → Manage extension → turn on Allow User Scripts (or turn on Developer mode on the extensions page). Then Tampermonkey icon → Create a new script → delete everything → paste the script from your dashboard → save. Only you see the tools, in that browser.

2. Check it's running

Open any GHL page of the sub-account. Within a minute your dashboard lists it under Sub-accounts with "last load" time. Sub-accounts register themselves; you never type an ID.

3. Appointment Colors: mark your appointments

Start a title with your marker, e.g. 🔴 | Max - Lab. Typing emoji: Mac Ctrl+Cmd+Space, Windows Win+. (period). Set the colors and markers in Dashboard → Appointment Colors → Edit rules. Saved changes reach GHL on the next page load.

4. Header Buttons: add your links

Dashboard → Header Buttons → Edit settings. Add a button (one link) or a dropdown (up to 15 links), pick where it opens, then Save. Click a code such as {{contact.id}} to drop it into a link; GHL fills it in when the button is clicked. Links starting with / stay inside GHL, e.g. /v2/location/{{location.id}}/contacts/detail/{{contact.id}} opens the current contact.

First-run check: after saving, hard refresh any page of the sub-account. Your buttons sit in the top bar, left of GHL's own icons. Buttons set to show on "Contact records only" appear when you open a contact; "Calendar pages only" when you open a calendar. Under "Tidy GHL's header" you can also hide GHL's "What's new" pill and the green dialer phone; untick to bring them back.

Remove just this tool: switch Header Buttons off in Dashboard → Your tools. The buttons disappear on the next page load; your other tools keep running.

5. Report Cards: daily report cards texted to owners

Each pet booked on the calendars you pick gets a card for the day. Staff fill it in on their phone (how the day went, energy, activities, a highlight, photos, homework), mark it Ready, and the owner gets one text with a link to a card in your colors. Ready cards not sent by hand go out at your auto-send time.

Settings (Dashboard → Report Cards → Edit settings): for each sub-account paste a GHL Private Integration token made in that sub-account (scopes are listed on the page), click Connect, tick your daycare calendars, then set your business name, visit name (Day Camp, Daycare, Boarding), activities, optional pet-name contact field, a File Upload contact field for photos (or click Create it for me), logo, colors, booking button, auto-send time and time zone, the text wording and a staff code. The token is stored encrypted and never shown again.

First-run check: open the staff page link from settings on your phone, enter the staff code, and today's bookings appear. Fill in one card and tap Preview. Texting starts switched off, so nothing reaches owners until you tick Texting on. To get the Report Cards button in GHL's top bar, install the loader (step 1) and hard refresh.

Remove just this tool: untick Texting on to stop texts at once, or switch Report Cards off in Dashboard → Your tools (the staff page, auto-send and GHL button all stop). Remove on a sub-account deletes its cards and owner links stop working; photos stay on the contacts in GHL. Delete the Private Integration in GHL to revoke the token.

6. Vet Records: a vet finder for your form, and training records for each graduate's vet

Clients pick their vet from a Google Maps search above your GHL intake form, and the vet's name and phone go into the form. When an opportunity reaches your graduated stage, a training record is drafted for that pet's vet (skills, program, trainer, notes for the vet team). Staff check it on the staff page, tick the owner's OK and send it as an email from your GHL. Your clients are never messaged.

Settings (Dashboard → Vet Records → Edit settings): for each sub-account paste a GHL Private Integration token made in that sub-account (scopes are listed on the page), click Connect, pick the pipeline and its graduated / completed stage, map your contact fields (pet name, breed, vet name and phone, vaccines; each optional), then set your business details, skills checklist, days to look back and a staff code. The token is stored encrypted and never shown again. The sub-account must also be on your plan: install the loader (step 1) and open GHL there once.

Vet finder placement: add your website addresses and business location in settings and save. Copy the script tag shown there and paste it on your website page directly above your GHL form embed code (the iframe whose address contains /widget/form/). With several forms on a page the finder uses the first form after the tag; add data-form-id="your form id" to the tag to pick another. The finder only holds the form back while the page is loading, so it never reloads a form a client has started; "skip" shows the blank form.

First-run check: open your form page in a private window: "Who's your vet?" appears above the form. Search a clinic near you, pick it, and check the form shows its name and phone. Then move a test opportunity into your graduated stage, open the staff page (link in settings, or the Vet Records button in GHL), sign in with the staff code and tap Reload: the test graduate appears as a Draft. Fill it in and tap Preview. Emailing starts switched off, so nothing reaches any vet until you tick Emailing on.

Remove just this tool: untick Emailing on to stop sends at once, or switch Vet Records off in Dashboard → Your tools (the staff page, GHL button and vet finder all stop; the form shows as normal). Delete the script tag from your website. Remove on a sub-account deletes its records and saved clinic emails; contacts already in GHL stay. Delete the Private Integration in GHL to revoke the token.

7. Creative Board: approve ads with your team or your client

Editors upload each creative (images, a video link, headlines, ad copy, description, call to action, landing page) to the board. Anyone signed in approves it, or rejects it with at least one reason, a note, and what the rebuild must keep. Rejected creatives wait under Needs rebuild; an editor clicks Upload replacement and the new version shows next to the original. Approved creatives export to CSV for your ads manager. It needs no GHL token and never touches your GHL data.

Settings (Dashboard → Creative Board → Edit settings): for each sub-account (client) enter its ID, a board name and accent color, the channels you run with their character limits, your reject reasons and keep options, and an editor code. Add a reviewer code if a client approves ads: reviewers can approve, reject, comment and suggest rules, but can't upload, edit or delete. Codes are stored hashed and never shown again. Changing a code signs out everyone who used the old one.

Brand rules: on the board's Rules tab, add Never rules with flag words (e.g. "guarantee, overnight"). Copy containing a flag word gets a red note on its card and in the upload form before anyone approves it. Reviewers' suggestions wait there until an editor activates them.

First-run check: open the board link from settings, sign in with the editor code and add a test creative with one image. Sign in from a private window with the reviewer code, reject it with a reason, then back as editor open Needs rebuild → Upload replacement. The replacement appears under Replacements next to the original. For the Creative Board button in GHL's top bar, install the loader (step 1) and hard refresh.

Remove just this tool: switch Creative Board off in Dashboard → Your tools (the board pages and the GHL button stop; nothing is deleted). Delete board in settings removes that board's creatives, notes, rules and images for good; its link stops working.

8. Nag Guard: no follow-up texts after someone books

Your lead follow-ups ("still need help?", "pick a time", drips) keep running after a lead books unless every workflow checks for it. Nag Guard does it for all of them: every 5 minutes it reads the upcoming bookings on the calendars you pick and takes each booked contact out of the follow-up workflows you pick. It never sends anything and never touches any other workflow. Nothing to paste into GHL.

Settings (Dashboard → Nag Guard → Edit settings): for each sub-account paste a GHL Private Integration token made in that sub-account with View Calendars, View Calendar Events, View Workflows and Edit Contacts. Click Connect, tick the calendars that mean "booked" (phone consults, in-person evaluations, demos), then tick the follow-up workflows a booked lead should leave. Don't tick reminder or confirmation workflows: those are the ones you want them in. Optionally add a tag (for example "appt scheduled") that is added to each booked contact, and set how many days ahead to look (default 60). The token is stored encrypted and never shown again.

First-run check: save with Guard on unticked, then click Check now: it shows how many upcoming bookings and booked leads it found, without changing anything. Tick Guard on and save; the first run (within 5 minutes, or click Run now) clears every booked lead already on your calendars. Book a test contact who is in one of the picked workflows, wait a few minutes, and check the contact's Workflows panel in GHL: that workflow is gone. The settings page lists the last contacts it cleared.

Remove just this tool: untick Guard on (it stops at once), or switch Nag Guard off in Dashboard → Your tools. Remove on a sub-account deletes its setup; contacts already taken out of workflows stay out. Delete the Private Integration in GHL to revoke the token.

9. Opportunity Colors: color-code your pipeline cards

Turn the cards on your Opportunities board into a color-coded dashboard: red when a card carries a warning, green when it says Paid, grey when it's Lost, gold when the value is over a number you pick. It only changes how cards look in your browser. It needs no API key, reads nothing but the text already showing on the cards, and never edits an opportunity.

Settings (Dashboard → Opportunity Colors → Edit settings): pick a starting point (Warnings, Payments, Won / Lost / big deals) or add your own rules. Each rule has a When (card text contains, opportunity name contains, status is, value is at least, or a pattern), the Text, a Color and a Look (tint the card + color bar, bar only, or solid). Rules are checked top to bottom and the first match wins. Up to 20 rules. The preview runs the same code GHL runs; type the words from one of your cards into Try your own card to see which rule it hits.

Coloring by something that isn't on the card: a rule can only see what the card shows. To color by a field, a payment status or a warning, show it on the card first (Pipelines → Customize card, or a Smart Tag in GHL), then match its text here.

First-run check: save, hard refresh GHL, open Opportunities in a sub-account listed in your dashboard. Cards that match a rule are tinted with a bar on the left; hover one to see its rule name.

Remove just this tool: switch Opportunity Colors off in Dashboard → Your tools (the colors disappear on the next page load). Nothing in GHL was ever changed, so there is nothing to undo.

10. Dog Alerts: safety and care alerts on your cards and calendar

Define up to 8 alerts (for example Aggression, Food Allergy, Bite, Give Meds, Leash, Fearful, Feed Lunch), each with its own color and a short pill label. Wherever one of your alert words shows on an Opportunities card or a calendar appointment, a small pill appears, and the card or appointment is tinted with the color of the most important alert on it. It only changes how things look in your browser. It needs no API key, reads nothing but the text already showing on the page, and never edits an opportunity or an appointment.

Settings (Dashboard → Dog Alerts → Edit settings): start from the dog list or add your own. Each alert has a name, pill text (up to 14 characters), the words to look for (comma separated; leave blank to use the name; each matches a whole word or the start of one, in any case, so “Aggress” finds “Aggressive” but “Bit” does not find “habit”) and a color. The list is your priority order: the alert nearest the top sets the color, and every alert present gets a pill, in that order. Tick whether to show alerts on the Opportunities board, the calendar, or both, and whether to add pills or only the tint. The preview runs the same code GHL runs; type words from one of your cards into Try your own text to see which alerts fire.

What it can see: only text that is on the card or the appointment: the opportunity name, chips and Smart Tags, the stage, and the appointment title and time. Contact fields (such as a custom field on the contact) and contact tags that are not shown on the card are not visible to it. To alert on one of those, show it on the card first (Pipelines → Customize card, or a Smart Tag), or put the word in the appointment title.

First-run check: save, hard refresh GHL, and open Opportunities in a sub-account listed in your dashboard. Cards with an alert word show pills and a tint with a bar on the left. Open the calendar: appointments with an alert word in the title do the same. Edit a title to remove the word and the pill goes away within a second or two.

Remove just this tool: switch Dog Alerts off in Dashboard → Your tools (the pills and colors disappear on the next page load). Nothing in GHL was ever changed, so there is nothing to undo.

11. Lead to Sale: where your leads go, and what each channel costs

One report built from your own GHL: new leads, booked consults, shows and no-shows, won sales and revenue, by month, by week and by channel, plus when leads come in and (if GHL has your call log) how many calls you miss and how fast you call back. Add your monthly ad spend and it shows cost per lead, per booked consult, per show and per sale for each channel. It only reads; it never changes anything in GHL.

Settings (Dashboard → Lead to Sale → Edit settings): for each sub-account paste a GHL Private Integration token made in that sub-account with View Calendars, View Calendar Events, View Contacts and View Opportunities (add View Conversation Messages for the Calls tab). Click Connect, tick the calendar or calendars a consult is booked on, tick the pipeline where a Won deal is a sale, and set a staff code. The token is stored encrypted and never shown again.

Channels: each line is a channel name, a colon, and the words that mean it when they appear in a lead's GHL source (for example "Meta ads: facebook, instagram, fb"). A lead goes to the first channel that matches. No source means Unattributed; a source that matches nothing means Other. Ad spend (optional): one line per month and channel, for example "2026-09, Meta ads, 1800".

First-run check: save, then click Check now. It rebuilds the report from GHL and shows your totals (leads, booked, showed, sales, revenue, calls) and a note for anything missing, such as no pipeline picked or no spend entered. Click Open report, sign in with the staff code, and compare the Funnel tab with a month you know. Staff can bookmark the report link, or you can paste the loader into GHL Custom JS (step 1) and a Lead to Sale button appears in the top bar of each connected sub-account.

How it counts: leads by the day the contact was created, consults by the appointment date, sales by the day the opportunity was marked Won. Show rate is showed ÷ (showed + no-show); close rate is sales ÷ showed. Past consults still marked New or Confirmed show as Not resolved: mark them Showed or No-show in GHL and the rates sharpen. The report reads up to 6,000 new contacts per refresh.

Remove just this tool: switch Lead to Sale off in Dashboard → Your tools (the report page and the GHL button stop). Remove on a sub-account deletes its setup and saved report; nothing in GHL is changed. Delete the Private Integration in GHL to revoke the token.

12. Review Printer: print every new 5-star review

Each new 5-star review becomes a one-page landscape PDF: double-rule frame in your accent color, centered, text sized as large as fits (poster-big for a short review, smaller for a long one) and never closer than your margin (1 inch minimum) to the paper edge. It goes to your printer by email, to your inbox as a document, and/or into saved copies you can download. No GHL token and nothing to paste into the GHL page.

Which printer to get: one that prints by email. An Epson with Epson Connect is the safest pick: turning on Epson Connect gives the printer its own email address, you can limit it to approved senders (add the sender address shown on the Review Printer page), and it prints PDF attachments on Letter paper. HP's older ePrint feature is limited to older models and newer HP printers print from an app instead. Any other printer works if it gives you an email address to print to; check your model's manual for "print by email". No such printer? Use Email me the PDF or Keep copies here and print from your computer.

Settings (Dashboard → Review Printer → Edit settings): name the setup, choose 5 stars only or 4 and 5, paper (Letter or A4), margin, accent color and an optional line under the reviewer (your business name). Tick where it goes: Print on my printer (paste its email address), Email me the PDF (up to 3 addresses), Keep copies here. Click Send test page to see exactly what prints. Then tick Printing on and save.

Connect GHL: create a workflow with the trigger New Review Received (it's contactless), filter Review Rating to 5 (add 4 if you chose 4 and 5), optionally filter Review Spam to No, then add a Webhook action: method POST, URL = your private link from the settings page. Under custom data add rating, review_text and reviewer_name (and source if you like) and pick the matching review values from GHL's variable picker. Publish it. After the next review the settings page shows when it was last called and what GHL sent, so you can fix a wrong field name.

Remove just this tool: untick Printing on (it stops at once), switch Review Printer off in Dashboard → Your tools, or delete the workflow in GHL. Delete setup removes its saved copies for good; reviews already printed stay printed. Make a new link replaces your private link if you think it was shared.

13. Lobby Display: a TV that shows who is here today

A TV in your lobby shows today's First Day and Graduation lessons, Day Camp dogs with pickup times, consult guests, birthdays, upcoming events and a Google review QR code, read live from your GHL calendars. Dog first names and times only. It never shows owner names, phones, emails or notes, and it never writes to GHL.

Settings (Dashboard → Lobby Display → Edit settings): paste a GHL Private Integration token made in the sub-account with View Calendars and View Calendar Events (read-only). Click Connect, then say what each calendar is for. Add your business name, logo address, accent color, Google review link, group class times and upcoming events. Click Preview today to see what the screen would show right now, tick Screen on and save. Copy your private screen link from the top of the settings page.

How titles are read: start each booking title with the dog's name. Owner names in (parentheses), times, FREE, p/u notes and words like Day Camp or Graduation are stripped; anything that still has digits, slashes or an @ is dropped rather than risk showing it. Put [nd] anywhere in a title to hide that booking. On a training calendar, a title like "Luna D1/5" is a First Day and "Luna D5/5" is a Graduation; the lessons in between are not shown. Day camp pickup is the booking's end time. During your group class times (from 15 minutes before to 15 minutes after) the screen switches to a group-class welcome.

Which TV to buy: a Fire TV Edition TV or any TV plus a Fire TV Stick 4K or 4K Max (about $40) is the easiest and cheapest route. Choose a Fire OS stick: Amazon's newest entry-level stick runs Vega OS and can't install the apps below. For a lobby that runs all day, a 43 to 55 inch commercial or business display (Samsung QM-series, LG UH-series, about $550 to $900) is built for long hours, but an ordinary consumer LED TV is fine for normal business hours. Avoid OLED (static layouts can burn in). Any size works; the layout is built for a TV mounted vertically, and a landscape TV works too.

Set up the TV (Fire TV): (1) Settings → My Fire TV → Developer Options: turn on Install unknown apps for Downloader, then install Downloader from the Amazon app store. (2) In Downloader, install Fully Kiosk Browser (or just use Silk, the built-in browser, if you prefer). (3) Open Fully Kiosk, set Start URL to your private screen link, turn on Keep Screen On and Launch on Boot. (4) Settings → Display & Sounds → Screen Saver: Start Time = Never. Settings → Preferences → Energy Saver: set both to Never. Turn off the TV's own sleep timer and auto power off. (5) For a vertical mount, rotate the TV and keep the default "clockwise" setting, or pick "counter-clockwise" if it's upside down. The page rotates itself, so you don't change any Fire TV display setting.

Remove just this tool: untick Screen on (the TV shows "This screen is off" within 5 minutes) or switch Lobby Display off in Dashboard → Your tools. Remove on a sub-account deletes its setup and link. Delete the Private Integration in GHL to revoke the token.

14. Client Appointments: a private page for each client

Each client gets one link that shows their own upcoming appointments from your GHL calendars: the name you give the calendar ("Private lesson", "Day camp"), the day, the time and Booked or Confirmed. It only reads. It never shows booking titles, notes, other people on a booking or contact details, it has no payments, no cancel or reschedule, and it never sends anyone a message. We keep nothing about your clients: every time a link opens, we read that one contact from your GHL.

Settings (Dashboard → Client Appointments → Edit settings): in the sub-account go to Settings → Private Integrations → Create new integration, tick View Calendars and View Contacts, and paste the token. Click Connect, tick the calendars clients should see and give each a plain name. Add your business name, logo address (https), color, time zone (pick your sub-account's; Connect only fills it in if the token also has View Locations), how many days ahead to show, a heading, a footer note and an optional button (for example "Book a class"). Paste a contact's ID into Preview a client to see exactly what that client will see. Tick Page on and save.

Send the link: copy your client link from the top of the settings page. It ends in {{contact.id}}. Leave that part exactly as written: GHL swaps in each client's own ID. Paste the link into a workflow text or email, a snippet, a template, or a header button (Header Buttons lets you open it from a contact record). The tool never sends anything itself, so you decide when and to whom the link goes.

Privacy: the link is the key. Anyone who has a client's link can see that client's appointments, so send each client only their own. Make all links new in settings kills every link you ever sent, at once; there is no way to cancel just one client's link. Pages are not indexed by search engines, carry no trackers, and the page you open uses no scripts.

Remove just this tool: untick Page on (every link shows "not available" at once) or switch Client Appointments off in Dashboard → Your tools. Remove on a sub-account deletes its setup and links. Delete the Private Integration in GHL to revoke the token.

15. Card Pills: see what each client still owes, right on the card

Small outlined pills on your Opportunities board show what a client still has to do, for example Payment, Signature and Vaccines. Pick up to 6 pills, each with its own text (up to 14 characters), color and one rule. Because that information is not on the card, Card Pills asks GHL for each contact using a read-only token you create in your own sub-account. It only reads; it never changes a contact, an opportunity or a message.

Connect (Dashboard → Card Pills): in each sub-account go to Settings → Private Integrations → Create new integration, tick View Contacts (contacts.readonly), View Custom Fields (locations/customFields.readonly) and View Tags (locations/tags.readonly), copy the token and paste it with the sub-account ID. Card Pills tests it on the spot and shows Connected. The token is stored encrypted and never shown again; Remove deletes it.

Pills and rules: each pill shows when one of these is true: the contact does not have a tag, the contact has a tag, a custom field is empty, a custom field is filled in, a custom field equals a value, or does not equal it. Pick tags and fields from the lists (read from your sub-account) instead of typing ids. The three starter pills (Payment, Signature, Vaccines) have no rule yet and stay hidden until you give them one. Pills are outlined, so they read apart from filled alert pills such as Dog Alerts.

Payment and Signature: GHL keeps invoice and document status where a pill can't read it, so add a small workflow that leaves a tag or field behind. Example: Workflow "when invoice paid → add tag paid", then the pill Payment with the rule Contact does NOT have tag paid. The same works for signatures (tag signed) and for anything a form fills in.

First-run check: connect a sub-account (it must show Connected), give one pill a rule you know applies to a card on your board, save, hard refresh GHL and open Opportunities. That card shows the pill within a couple of seconds. Add the tag the rule is looking for to the contact in GHL and, within about a minute, the pill goes away.

Remove just this tool: switch Card Pills off in Dashboard → Your tools (the pills disappear on the next page load). To stop it reading from a sub-account, click Remove on the Card Pills page, which deletes the saved token, and delete the Private Integration in that sub-account. Nothing in GHL was ever changed, so there is nothing to undo.

16. If it's not working

17. Build-it-yourself prompts (free)

What it is: register free at the sign-up page and open Dashboard → Build-it-yourself prompts. Each tool has a prompt you paste into any AI to build your own copy for your own GHL. Every prompt opens with what the build leaves out compared with the hosted tool, and what you would need to run yourself.

First-run check: the prompt ends with an acceptance checklist. Run it in the AI, then open GHL, hard refresh (Ctrl+Shift+R, Mac Cmd+Shift+R) and confirm the tool appears. For tools that need hosting, open the page your AI deployed and confirm the sign-in works before connecting your GHL.

Uninstall: delete the code from Custom JS (or the Tampermonkey script), and for hosted builds delete the project and its database at your host. Nothing of yours is stored with us beyond your free account.

18. Your account

Signing in: use your account key (it starts with LFM-). It's printed on every LeadFinder Media receipt and invoice from Stripe.

Billing, cards, invoices, cancelling: Dashboard → Manage billing. Cancelling keeps tools on until the end of the paid period.

Code leaked or shared by mistake? Dashboard → Get a new install code. The old code stops working; paste the new one.

Removing everything: delete the code block from Custom JS (or the Tampermonkey script) and cancel in billing.