Calendars
Tool Overview – Calendars
How to access and use calendars, appointments, and settings.
Embedded customer education videos for HighLevel agencies
More customers.Not more support.
Give your HighLevel customers the help they need inside the software they’re already using, so they can move forward without always waiting on your team.
- UNBRANDED TRAINING
- INSIDE HIGHLEVEL
- UPDATED TUTORIALS
- UNLIMITED SUB-ACCOUNTS
You built a SaaS business. So why does it still require so much of your time?
Every new customer brings another round of onboarding.
Then come the questions.
- “Where do I find this?”
- “How do I do that?”
- “Can you show me again?”
So your team jumps on another call, records another walkthrough, sends another link, or answers another support ticket.
Then the next customer asks the same question.
- NEW CUSTOMER
- ONBOARDING
- QUESTION
- SUPPORT
- SCREEN SHARE
- REPEAT ↺
The software scales.The education doesn’t.
Your customers don’t just have a training problem. They have a dependency problem.
When customers can’t move forward without asking your team what to do next, your agency becomes part of the software’s user interface.
Every new customer can mean more onboarding, more questions, more interruptions, and more time spent explaining the same things.
You may be selling recurring software. But you’re supporting it like a service business.
And the bigger your SaaS customer base gets, the bigger that problem can become.
The pivot
Better guidance creates more independent customers.
The answer isn’t always answering support questions faster.
Sometimes the better answer is making sure the customer never has to ask the question in the first place.
Give customers clear guidance at the moment they need it, and they can learn, take action, and keep moving.
WHAT WE BELIEVE
Software should teach people how to use it.
Don’t send customers somewhere else to learn your software. Bring the learning to them.
Guide. Free. Scale.
Build a better way to support your SaaS customers.
- 01 GUIDE
Help where it happens.
Give customers access to clear HighLevel training inside the software they’re already using.
Less searching. Less waiting. More confidence.
- 02 FREE
Stop answering the same question twice.
Turn the HighLevel explanations your team gives again and again into reusable customer education.
Your customers get answers. Your team gets time back.
- 03 SCALE
More customers. Not more support.
Create a customer education system designed to work across your SaaS customer base instead of rebuilding the training process for every new account.
Meet UpLevel Academy
HighLevel training, right where your customers need it.
UpLevel Academy gives your customers access to unbranded HighLevel tutorials directly inside their sub-accounts.
When they need help, they don’t have to search YouTube, dig through a knowledge base, schedule another call, or wait for someone on your team to respond.
The help is already there.
From “How do I do this?” to “I’ve got it.”
- 01
Add UpLevel
Set up UpLevel at the agency level and make training available across your customer sub-accounts.
- 02
Help appears where customers work
Customers can access unbranded HighLevel tutorials from within their software experience.
- 03
Customers learn on demand
When customers need help, they can get guidance without waiting for your team.
- 04
Your team stays focused
Your people can spend more time on the questions that actually require their expertise.
Don’t just give customers software. Give them a way to learn it.
- Customer gets stuck
- Opens UpLevel
- Finds tutorial
- Learns
- Keeps working
Help where it happens.
Everything you need to create a more self-service customer experience.
Unbranded HighLevel Tutorials
Training that fits your agency experience.
Give customers HighLevel education without sending them into someone else’s branded training environment.
Embedded Help
Answers where questions happen.
Make training available closer to the moment customers need it instead of requiring them to leave their workflow.
Maintained Training Library
You don’t have to recreate every tutorial yourself.
UpLevel maintains a reusable library of HighLevel training so your team doesn’t have to build every explanation from scratch.
Unlimited Sub-Accounts
One education system across your customer base.
Deploy UpLevel across your customer sub-accounts without rebuilding the training system account by account.
The UpLevel training library
Give customers answers to the HighLevel questions they actually ask.
UpLevel Academy includes tutorials covering the HighLevel tools and workflows your customers need to understand.
Browse the library to see the training currently available and what’s being added.
Sites
Chat Widget Setup – Sites
Guide to creating chat widgets inside HighLevel.
Settings
Domain Setup – Settings
How to add custom domains to your HighLevel account.
Payments
Tool Overview – Payments
Walkthrough of every tool inside payments and their individual functions.
What changes when customers can help themselves?
WITHOUT UPLEVEL
- Customer gets stuck
- Customer contacts your agency
- Someone stops what they’re doing
- Your team explains the software
- Customer moves forward
- Another customer asks the same question
WITH UPLEVEL
- Customer gets stuck
- Customer finds guidance
- Customer learns on demand
- Customer keeps moving
- Your team stays focused
From agency-dependent customers to more confident software users.
Your customers should still need your agency. Just not for everything.
UpLevel isn’t designed to replace your relationship with your customers.
Your team should be there for strategy, complex problems, business-specific questions, configuration, and the expertise your customers hired you for.
They shouldn’t necessarily need your team every time they forget where a button is.
UpLevel handles repeatable education so your team can focus on higher-value support.
Built for HighLevel agencies ready to make SaaS easier to scale.
UpLevel is designed for agencies that want to:
- Grow their SaaS customer base
- Create a better onboarding experience
- Give customers more confidence using HighLevel
- Reduce repetitive software questions
- Stop recreating the same training
- Protect their team’s time
- Build a more scalable customer education model
Learn with UpLevel
Better customer education starts with understanding the problem.
Explore practical resources for building more independent SaaS customers and a more scalable support model.
Guide
HighLevel Customer Education Guide
Learn how to build a customer education system around the questions your HighLevel customers actually have.
Guide
What Is Embedded Customer Education?
Learn how putting education closer to the point of need changes the way customers learn software.
Guide
HighLevel Client Onboarding Guide
Build an onboarding process that helps customers get started without making your team responsible for teaching everything forever.
One simple system for your HighLevel customer education.
Get access to UpLevel Academy’s unbranded HighLevel training and make it available across your customer sub-accounts.
UpLevel Academy
$67/month
USD · Tax calculated at checkout
- Unlimited sub-accounts
- No long-term commitment
Questions about UpLevel?
What is UpLevel Suite?
UpLevel Suite provides UpLevel Academy, an embedded customer-education solution for agencies using HighLevel. It gives agency customers access to unbranded HighLevel tutorials within their software experience.
Who is UpLevel Academy for?
UpLevel Academy is designed for HighLevel agencies that want a more scalable way to educate SaaS customers and reduce the amount of repetitive software training handled by their teams.
Are the tutorials branded?
UpLevel Academy tutorials are unbranded so agencies can provide training without directing customers into another company’s branded educational experience.
Does UpLevel replace our support team?
No. UpLevel is designed to handle repeatable software education, not replace your agency’s strategic, technical, or customer-specific support.
Can we use UpLevel across multiple sub-accounts?
The current UpLevel offering supports unlimited sub-accounts.
Guide your customers.Free your team.Scale your SaaS.
Give your HighLevel customers help where they need it and give your team more time to focus on the work that actually needs them.
MORE CUSTOMERS. NOT MORE SUPPORT.