CRM

I’m actively building systems using Custom Objects and Object-Based Workflows (Beta) and wanted to submit a feature request related to number fields. Current behavior: In object-based workflows, when updating a Number custom field (including on associated records), the workflow action only allows setting a static value or inserting a variable. There is currently no option to: increment decrement perform basic arithmetic (e.g. +1 / −1) This applies even when updating number fields on associated custom object records. Impact: This limitation makes it impossible to support common real-world use cases such as: Tracking counts of associated records (e.g. active enrollments per student) Maintaining balances or totals without external systems Enforcing “ANY / ALL” logic patterns when aggregation is not available As a result, builders are forced to choose between: unsafe temporary state changes, or manual processes that reduce automation value Requested enhancement: Allow object-based workflow actions to support basic arithmetic operations on Number fields, such as: Increase by X Decrease by X Set value using simple expressions This could be scoped initially to: Number fields only Object-based workflows (Beta) Same-record or associated-record updates Even limited support (e.g. increment/decrement by 1) would unlock many important automation patterns and significantly improve the viability of Custom Objects for production use.

Hi HighLevel Team, I’m currently building production templates using Custom Objects and Object-Based Workflows (Beta) and have run into a limitation that affects real-world usability. Current behavior: In object-based workflows (e.g. Enrollment-based workflows), the custom variable picker only exposes fields on the triggering object. Fields from associated custom objects (e.g. Student, Program) are not available in the variable picker, even though the associations are properly configured and usable elsewhere in the UI. Impact: This prevents common, expected use cases such as: Auto-naming records using associated object fields (e.g. Student Name – Program Name) Building dynamic notifications that reference related object data Creating clean, automated workflows without brittle workarounds or manual steps Requested enhancement: Expose associated custom object fields in the workflow variable picker for object-based workflows, similar to how related Contact / Opportunity fields are accessible in legacy workflows. Ideally: Associated objects appear in the variable picker Fields are scoped to valid associations This would significantly improve adoption of Custom Objects and allow builders to ship cleaner, safer automation without relying on manual naming or external systems.

It would be nice to be able to attach a photo or document to the notes. for example, upload a screenshot

Kindly add a feature that we can use subaccount company logo to side navbar

Please add formatting - at leas line breaks / paragraphs in multiline custom values

As a yoga studio owner and longtime GoHighLevel user, I love that GHL allows me to manage my marketing, website, CRM, and automations all in one place. However, like many wellness businesses (yoga, Pilates, fitness, martial arts, etc.), I’m forced to rely on outside tools like Fitli, Glofox, or Momence just to manage class scheduling, packages, and attendance. This not only adds ~$300–$400/month in costs, but it also breaks the client data flow, making marketing automation and client retention more difficult. Here’s what’s currently missing in GHL that would make it a complete platform for studios like mine: Key Features Needed: True Class Package Support Sell class packs (e.g. 10-class pass) using GHL products + Stripe Track remaining class credits per client Automatically deduct 1 credit per class booking Restrict or prompt when credits run out Recurring Class Scheduling Schedule weekly recurring classes or limited-time series Include workshops or pop-ups Allow for cancellations/holiday breaks Client-Facing Class Calendar Widget Modern, embeddable calendar with daily/weekly views Show class availability, allow real-time booking Optional client portal to manage bookings and see credit balance Attendance Tracking Mark clients as attended or no-show Track attendance history per client Report on visit frequency and engagement CRM Automation Triggers Based on Class Behavior Triggers like “Hasn’t attended in 14 days” or “Credits <= 2” Enable re-engagement emails, upsells, or reminders based on actual usage Why This Matters: Right now, GHL can’t “see” whether a client is active, engaged, or nearing the end of their pass. We can’t automate re-engagement or track who’s at risk of churning without manual updates or expensive third-party tools. Studios are turning to competitors like Momence or Mindbody for these features—but we’d rather stay inside GHL if it had this functionality. The Business Case: Thousands of yoga, fitness, and coaching businesses would benefit. If GHL introduced this, we could: Cancel expensive software (saving $300+ monthly) Improve retention through targeted automations Keep all client data in one system Fully run our studios on GHL I’d be happy to serve as a beta tester or provide additional user stories from the wellness industry.

Pause Members in CRM. If a staff member take time off, we would like the ability to pause their account or, if someone leaves our organization, we can transfer their account to a different agent easily.

It is better to have on the dashboard a full balance of all outstanding sub-account wallets in agency view. That way, agencies can see at a glance the full balance of clients' wallets "on-reserve" that might get spent from.

This is SUPER importnant for real estate agents as they receive leads into their emails from many different sources. One of the main reasons a lot of agents will not come over to my GHL CRM is because they need to manually enter every lead they get into the crm from their email. Follow Up Boss allows this and would be crucial for this CRM

Dear Team, All As a wellness consultant, I recommend adopting a comprehensive CRM system specifically designed for wellness businesses—whether it’s a gym, physiotherapy center, or Pilates studio. The system should offer the following key features: A centralized calendar where we can add unlimited trainers. The ability to book personal training sessions under each trainer. Schedule group classes with attendance limits. Book physiotherapy sessions with different practitioners—all from the same calendar Add and manage clients directly from Instagram leads or ads, without having to switch between platforms or separate sales pipelines. Record cash and in-studio sales for packages and services. Track expenses from various suppliers. Generate detailed reports covering trainer payrolls, number of sessions conducted, sales performance, and other key business metrics. This kind of system would centralize our operations, save time, and give us better visibility over both performance and profitability. Best regards,