Build a HighLevel checker that finds missing onboarding details
See a staged client record move from missing answers to a saved follow-up draft, then to ready after the answers are supplied. Follow eight lessons, use the complete code, and build the checker in your own HighLevel practice location.
See the working result
A preview of the build and the result you will learn to create.
Led by Valentina Akpan8 lessonsAbout 17 minutes of lessonsSelf-paced
The problem this course addresses
A client chooses the booking package and sends their business name and services. Their opening hours and booking link are still blank. Before the setup is handed over, someone needs to identify both gaps, ask for the right answers, and check the record again when those answers arrive. An old follow-up draft can also stay on the record after the details have been corrected.
What you will build
Build a two-action HighLevel workflow: Custom Code checks the supplied answers, then Update Contact Field saves the result. In the staged example, missing opening hours and a booking link produce incomplete, a list of both gaps, and a focused follow-up draft. Supply the answers and run the same contact again: the saved status becomes ready, Outstanding items becomes None, and the old draft is replaced with No follow-up required. You will also test an invalid link and an unknown package, which go to review. A person reviews the saved draft and the handover result; the demonstrated workflow does not send messages.
Inside the course
Module 1
- 01. Define the onboarding check2 min
- 02. Create the contact fields2 min
- 03. Map the inputs into Custom Code2 min
- 04. Understand the rules in the code2 min
- 05. Understand validation and saved results2 min
- 06. Save the output on the contact2 min
- 07. Test the complete workflow3 min
- 08. Adapt and hand over the build2 min
What is included
- Eight narrated video lessons, 17 minutes 13 seconds in total, with build exercises.
- The complete HighLevel JavaScript checker, plus the local testing version.
- A student workbook covering setup, field mapping, exercises and handover checks.
- Fictional sample records and a field-to-code mapping table.
- A local test runner with 14 checks and the expected results.
- Test record and client handover templates.
- Real HighLevel screens showing the staged workflow and saved before-and-after results.
- A final project to adapt a rule, test missing and corrected answers, and document the build.
Who this course is for
HighLevel administrators, virtual assistants, agency operations staff, and anyone who builds or maintains client onboarding workflows. This course is for people who want to define the required answers, understand the supplied code, and test the saved result before handing a setup over.
Before you start
You need a HighLevel account with permission to create contact custom fields, edit workflows, and use the JavaScript Custom Code action. HighLevel treats Custom Code as a premium action, so account access and execution charges are separate from the course price. Use a practice location and fictional contacts. The demonstrated build starts with manual enrollment for controlled tests. Be comfortable editing a workflow and copying code. Node.js is needed only if you choose to run the included local tests. The checker does not require a separate AI subscription.
Questions before you enrol
What will I build in this course?
You will build a two-action HighLevel workflow that checks onboarding answers for an essentials or booking package. It saves a status, outstanding items and a follow-up draft on the contact. The lessons cover the fields, input mapping, code, output mapping, tests and client handover.
Is the actual checker code included?
Yes. You receive the complete HighLevel JavaScript used in the staged build, a local testing version, sample records and a field map. The code is also shown in the lesson. The local test runner includes 14 checks; you still test your own HighLevel field mappings and saved contact results.
What HighLevel access do I need?
You need permission to create contact custom fields, edit workflows and use the JavaScript Custom Code action. Custom Code is a premium HighLevel action, and any account or execution charges are separate from the course price. Use a practice location and fictional contacts while learning.
Do I need coding experience?
You should be comfortable editing HighLevel workflows and copying code. The lessons explain the supplied JavaScript, then guide you through a small rule change and tests for the missing and completed answers. You receive the working code as your starting point.
Does the workflow automatically email or text clients?
No. The demonstrated workflow saves a follow-up draft on the contact for a person to review. It uses manual enrollment for controlled testing. Automatic triggers, reminders or sending actions would be separate additions that need their own setup and tests.
Does the checker verify that a booking link works?
It checks the supplied link against a basic HTTPS domain-and-path format. It does not open the page, confirm ownership, verify the calendar or check that an appointment can be booked. Those checks remain part of the human handover review.
Are the examples shown in real HighLevel?
Yes. The lessons use real HighLevel screens from a staged build with fictional contacts and sample answers. The preview shows the saved contact results before and after the answers change. The course also covers missing answers, invalid links, unknown packages and corrected records.
How long is the course?
The eight video lessons total 17 minutes 13 seconds. Allow extra time to create your fields and workflow, complete the exercises, run the test cases and document your final project. You can work through the lessons at your own pace.
Can I download the videos, code and workbook?
Lesson videos are watched online inside the course. The code, workbook, sample records, field map, test runner and handover templates are available to download.
How much does the course cost, and can I pay in instalments?
The course is CAD 49 before any applicable tax. Choose one CAD 49 payment or two monthly payments of CAD 24.50. On the monthly plan, the second payment is charged automatically one month after the first, and the plan ends after two payments. Checkout shows any configured tax and the exact amounts before you pay.
When do I get access to the lessons?
Your private course access opens after the first payment is confirmed. You receive a link for this course in Rella. The link lets you watch the lessons, download the course resources and save your learning progress.
Can I adapt the checker for other onboarding requirements?
Yes. The final lesson shows how to change a package rule and test both the missing and completed answer. It also explains the pieces needed for a new requirement: a contact field, input key, package rule, readable label, and any validation and tests. Your final project includes a field map, test evidence and handover notes.
Build an onboarding checker in HighLevel
CAD 49.00 plus HST. Two monthly payments are also available.