Tag a retainer client, send the monthly report, log a renewal date. Each one is three menus deep in GoHighLevel. The contact actions bar puts them on every contact as one tap.
Retainer: SEO + PPC · renews in 34 days
Illustration. The real bar is in the live preview below.
The bar on this sample contact is set up the way a marketing agency would use it.
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Buttons and quick tags: This is the real bar on a sample contact. Tap a quick tag, press Log retainer to open its form, or drag the bar by its grip. Nothing is saved in the preview.
"Send monthly report" tags the contact; your workflow sends the report. The team never opens the workflow builder.
"Paused" clears an active-campaign tag so nurture stops, without hunting through the tag list.
"Request review" switches on and off, with a confirmation message for each state.
"Log retainer" asks for fee, renewal date and service, then writes them into the contact’s custom fields in one save.
Log the outcome and next step as fields, tag "upsell ready" if it came up. Ten seconds, not two minutes.
One button per client starts the report workflow, so nobody forgets the account that renews this week.
A red Churn risk chip on the record means everyone sees it, and a workflow can alert the account lead.
Ask your account managers which tags they add by hand every day and which fields they update after every call.
In the contact actions editor, make each repeat action a quick tag or a button. Buttons can add a tag, remove one, or open a short form that writes to custom fields.
Tags are the trigger, so a button like "Send monthly report" starts the workflow you already have.
Choose one of 6 positions; your team can drag it out of the way on any contact.
The branding account: every theme, UI kit and login design, dark mode and your colours, in a live editor you control.
Best for: Freelancers and small agencies that want clients logging in to their brand today.
Everything in Brand Sprint, plus the tools that shape the workspace clients use daily: dashboard and pipeline designers, contact actions, mega and floating menus, announcements and sub-account self-service.
Best for: Agencies that resell GoHighLevel to retainer clients and want the product to feel finished, not configured.
Everything in Campaign Pro, plus popups, notifications, calculators and floating widgets for the app and your websites, widget leads sent to GoHighLevel, and the editor itself white-labelled with your brand.
Best for: Agencies running GoHighLevel as their own branded SaaS, or putting widgets on many client sites.
One-time payment by card through Stripe, lifetime access, no monthly fee. Login emailed within minutes of payment (max 24 hours). Secure checkout by Stripe.
Switch on the contact actions bar in your GHL Customizer account, add your quick tags and buttons, and save. It appears on every contact record in your agency.
Yes, through a tag. A button adds a tag such as "send report", and a GoHighLevel workflow with that tag as its trigger does the rest. Nothing new to maintain.
Add a tag, remove a tag, toggle a tag on and off, or open a short form whose answers save into the contact’s custom fields: text, number, date or a dropdown.
Chips that show whether a tag is on the contact and add or remove it with one tap, for example Retainer, Upsell ready or Churn risk. Colours can be one per tag, your brand colour, or green when on and grey when off.
In one of 6 positions: bottom center, bottom left, bottom right, top center, top left, top right. Users can drag it by its grip.
Yes. On this page the bar runs on a sample contact and nothing is saved. Inside GoHighLevel the contact updates straight away.
Yes. It appears on contact records in every sub-account, so your clients’ staff can use the same one-click actions if you want them to.
Campaign Pro ($697 one-time, lifetime access) and Agency Takeover.
GHL Customizer accounts are sold by Digital Marketing Snapshot and run on the GHL Customer Care customizer platform. You customize and install your design yourself. GoHighLevel and HighLevel are trademarks of their owner; we are independent and not affiliated with or endorsed by HighLevel. Previews use sample data. Prices last checked October 2, 2026.
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