ScaleSafe setup
Use this short setup path whether the business owner, their HighLevel agency, or a setup specialist is doing the work.
Before you begin
Five steps
ScaleSafe creates the correct checkout link for each offer. You only need to finish the account, offer, and launch checks below.
Open the correct HighLevel sub-account and install ScaleSafe from the App Marketplace. Choose the plan from your onboarding instructions and type confirm when HighLevel asks you to approve the Snapshot.
If the business uses HighLevel through an agency, the agency must complete the installation. If ScaleSafe shows Approval Needed afterward, send the business and sub-account name to support@scalesafe.app.
Open ScaleSafe from the left-hand menu. Add the business information, support email, and logo under Settings. Then have the business owner connect Stripe under Settings, then Payments.
Using Full Enrollment? Connect a subdomain to the installed Client Onboarding funnel and save it as the Enrollment Funnel URL. Quick Checkout creates its own hosted link.
Create the offer with its client-facing name, price, payment structure, terms, milestones, and pulse cadence. Turn on only the consent clauses that apply to the program.
See the consent clause guide for common offer types.
The ScaleSafe Snapshot adds a folder of HighLevel workflows for receipts, enrollment messages, payment reminders, milestones, pulse check-ins, and other client moments. Review the message copy and check for overlap with automations already in the account.
See what ScaleSafe sends and when.
Keep required workflows published and leave their triggers and filters unchanged. Use the Automations guide before disabling anything.
Open the offer link and complete one enrollment. Confirm the business name, logo, price, terms, payment, expected messages, client record, and evidence entries. Once those are correct, the offer is ready to share.
After the first offer is working, connect Zoom or other evidence sources the business uses. If anything looks wrong, send support a screenshot and the sub-account name. Do not uninstall and reinstall.
