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Auto-Debit (Autodebit) — CSR Lookup & Past-Due Decision Tree
Billing Department
What the team calls "autodebit""Auto-debit" (also written "autodebit" or "auto debit" by the team) is the same thing the official SOPs call recurring billing / autopay. It means GHL automatically charges the client's card on file every month on their billing d...
AI Booking Agent — Appointment Reassignment & Missing Closer Records
Tech Stack Pages
Our AI booking agent automatically assigns inbound leads to closers on the Consultation calendar (round-robin). Sometimes the appointment record in GHL shows a different closer than the one whose name appears on the automated confirmation messages. This page e...