Updating Lead Status in Go High Level After Consultation

This guide provides a step-by-step process for updating lead status in the Go High Level system after a consultation. It covers how to log whether a lead showed up, canceled, or did not show for their appointment. By following this guide, you will be able to accurately maintain lead statuses and ensure effective follow-up.

First, after the consultation, it is essential to update the status in the follow-up tab. You need to select whether the lead showed up or did not show.

Next, access the Go High Level platform. For example, let’s say you have a lead with an appointment scheduled for December 26.

If the lead is not going to attend their appointment, you will need to update their status accordingly.

If the lead did not show up, you will mark the lead as a "no show" in the system.

Conversely, if the lead attended and completed the consultation, mark their status as "showed."

If the appointment was canceled, you will need to update the status to "canceled."

By following these steps, you can effectively update lead statuses in the Go High Level system after consultations. This ensures accurate tracking of lead interactions and helps in managing follow-ups efficiently. You are now equipped to maintain precise records for future actions.