Help center

Find the next practical step.

Guidance is organized around the reporting workflow, not vague product promises.

Connect a client account

Use an authorized HighLevel account and finish the connection verification.

Understand direct account installs and the controlled agency-owner authorization flow.

Choose a curated family and account-specific presentation options.

Use the stable iframe code in the HighLevel dashboard widget.

Understand refresh cadence, history reconciliation, and partial-coverage labels.

Use the guarded source deletion action to revoke the embed and remove source data.

Pricing is published, but checkout and entitlement enforcement are not yet live.

Review source status and required permissions; never send secrets to support.

Ready when your next client is

Start with one connected account, explore the templates, or tell us how you deliver client reporting today.