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Embedded onboarding settings

Inside each agency row on /agencies, open Embedded onboarding.

This tab controls what users see when they open WhatGHL inside GHL (/entry and /ghl-embedded/...).

Modes​

  • auto: system decides the next required step automatically.
  • button: show a connect button style onboarding.
  • paywall: show paywall screen with custom text and CTA.

Paywall fields (when mode = paywall)​

  • Title
  • Description
  • CTA label
  • CTA URL

Use short, clear copy and verify links before saving.

Embedded visual theme​

You can also configure embedded appearance for that agency:

  • Menu background color
  • Font (Google Fonts catalog)
  • Color scheme (light / dark)

These settings affect how embedded WhatGHL feels inside GHL.

Embedded onboarding screen​

The screenshot below shows the Embedded onboarding tab. Match each legend color with the same marker in the image:

Embedded onboarding tab with mode, background, font, and theme controls

Mode selector (blue). Defines how first access to WhatGHL is shown from GHL in embedded sub-account/location view: auto, button, or paywall.
Embedded background color (red). Lets you choose the background color for embedded screens to match agency branding.
Typography (green). Selects the font family (Google Fonts) used in the embedded experience.
Light/dark theme (yellow). Chooses the embedded color scheme: light or dark.

Save flow​

  1. Expand agency row.
  2. Open Embedded onboarding tab.
  3. Adjust mode, optional paywall fields, and theme.
  4. Click Save.