🧠 AI Database Help Doc: Custom Value Setup Guide
Overview Custom Values are dynamic placeholders that allow you to customize your messaging and automation across your Gym Growth Engine system. Instead of manually editing emails, texts, and workflows every time a small piece of info changes (like your gym name, location, or challenge type), you can update that info in one place — and it will automatically reflect everywhere it’s used. This saves time, ensures consistency, and makes updates fast and simple.
🔧 What Are Custom Values?
Custom values work like variables. Each one stores a specific piece of data about your gym (e.g., name, challenge title, address). These values are inserted throughout your automated campaigns using placeholders like .
Update the custom value once, and it updates everywhere instantly — across emails, texts, reminders, landing pages, and more.
📝 How to Set Up Custom Values
Follow the steps below to edit or create custom values in your system:
1. Log in to HighLevel
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Open your HighLevel account.
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Navigate to the bottom left corner and click on Settings.
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Scroll to Other Settings and select Custom Values.
✍️ Custom Values to Update
1. Appointment Setter Name
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Name of the person responsible for booking appointments.
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If it’s the same person as the sales rep, enter the same name in both fields.
Example: Sally
2. Challenge Name
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The name of the current promotional challenge you're offering (e.g., "Free 6-Week Transformation Challenge").
Example: 6-Week Transformation Challenge
3. Challenge Price
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Internal reference only. Not visible to leads.
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Used to assign a value to leads in your pipeline.
Example: $599
Note: This number does not show up in client-facing messages.
4. Challenge Scheduling Link
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Your calendar booking link for challenge orientation calls.
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Found under the Calendars section → select your calendar → click three dots → Share → Copy Permanent Link.
Paste the link here to auto-insert it into follow-up texts and emails.
5. Google Maps Link
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Short link to your gym's location on Google Maps.
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Go to Google Maps → search your gym → click Share → copy the shortened URL (not the browser URL).
Example: https://goo.gl/maps/abc123XYZ
6. Gym Address
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Full physical address of your gym.
Example: 123 Fitness Way, Cityville, ST 12345
7. Gym Name (Public-Facing)
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How your gym name appears in communication with leads.
Example: ABC Fitness
8. Gym Owner Name
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Your name or the owner's name.
Example: John Smith
9. Location Description
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A short, descriptive sentence of how to find your gym.
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Use local landmarks or directions.
Example:
"We're located behind the Starbucks off Main Street, next to the Post Office."
This is critical for reducing no-shows and building familiarity before a visit.
10. Sales Rep Name
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First name of the person who conducts the sales calls.
Example: Mike
✅ Best Practices
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Update all fields before activating any campaigns.
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Keep info accurate — revisit custom values if your team, location, or offer changes.
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Use real names — adds a personal touch and builds trust.
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Don’t skip the Location Description — it’s often overlooked but very effective.
🔁 How to Edit a Custom Value
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Go to Settings → Custom Values.
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Click the three dots next to the value you want to edit.
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Click Edit Custom Value.
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Enter the new value in the text box.
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Click Update.
That’s it! Your change will now apply wherever that custom value is used.
🧽 Clean-Up and Maintenance
Any time you:
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Change your offer
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Move locations
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Swap out a team member
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Update pricing or calendars
... make sure to update your custom values. It ensures your automations continue working smoothly without outdated information.
👇 Final Checklist
Before continuing to the next step in your Gym Growth Engine setup:
✅ All custom values are updated
✅ You’ve saved each value after editing
✅ You’ve tested your calendar and Google Maps links
✅ You understand how to return and update them later