The CRM and Marketing

Create a discount code

Create a code, set the amount and limits, choose which products it applies to, and the system blocks any discount that would drop below your cost.

How do I log in to my CRM?

Your CRM is a separate system from your Healthaide clinic portal and uses its own login.

What is the CRM and do I have to use it?

It is a HIPAA compliant GoHighLevel account that comes pre connected to your system.

Is the CRM included in my fee?

Whether the Healthaide-provided CRM is included or separately billed depends on your agreement.

Can I sell custom non medication products through Healthaide?

Yes. You can sell your own non-prescription products and services through your branded business experience alongside Healthaide telehealth offerings.

What are webhooks?

A webhook pushes data out of your system to your CRM when an event happens, such as a checkout step, a payment, an exam submission, or a document upload.

Can I integrate with third party systems other than GoHighLevel?

Yes.

Do I have to set up the CRM connection myself?

The baseline connection for a Healthaide-provided CRM is normally set up for you; additional tracking fields, new events, or an independently owned CRM may require configuration.

Can I text patients from the CRM?

Yes, but remember that if you text from the CRM, patients reply in the CRM.

Is there a launch email ready for me?

Yes.

Does Healthaide help with marketing campaigns and landing pages?

Yes.

Does Healthaide review my marketing during onboarding?

Healthaide can share general marketing best practices and may provide separately scoped marketing support when available, but clients are responsible for their own advertising and marketing compliance.

What marketing claims are prohibited?

No disease treatment claims, no efficacy guarantees, no FDA approval misrepresentation, no off label endorsement claims, and no celebrity as medical authority framing without proper disclaimers.

Does Healthaide provide ongoing SEO?

No.

Are athlete and influencer partnerships supported?

Healthaide can attribute leads to athlete, influencer, and affiliate links, but it does not run partner commission calculations or payouts.

Discounts explained

Learn how to create, manage, and apply discount codes and promotional pricing inside Healthaide, including expiry rules and per-patient restrictions.

Exporting financial and lead attribution reports

The Dashboards page now exports a multi-tab CSV of your financials and lead data — transactions, lead source trends, medication and discount breakdowns, active memberships — plus per-lead-source drill-downs for marketing attribution, all with PHI removed.

Export financial and lead attribution reports

Step-by-step instructions for exporting the multi-tab CSV report from the Dashboards page, understanding each tab, and drilling into an individual lead source to export its own attribution report.

Custom tracking URLs and URL exporting

Create lead-source tracking links right inside a workflow — no manual UTM setup — using URL Parameter Presets, then export every workflow link as a CSV so each checkout is attributed to its source in the dashboard.

Create custom tracking URLs for lead sources

Step-by-step instructions for building lead-source tracking links inside a workflow using URL Parameter Presets, exporting all workflow links as a CSV, and confirming the source appears in the dashboard’s lead source tracking.

When in the funnel does a webhook create the contact in my CRM?

You choose the point. Each checkout step has a Landing event and a Submit event, and you attach your CRM inbound webhook URL to whichever event marks the moment you want the contact created.

Which statuses can I use to trigger automations in my CRM?

Any automation has to map to a webhook event from Workflows or the marketplace. Note that nothing fires between Exam Submitted and Exam Results, because the clinical review in between is protected.

How do I confirm a payment actually went through from my CRM?

Use a combination of webhooks. Payment Made confirms a payment was authorized, and Exam Results Successful confirms the payment has initiated. Payment Made plus Exam Results Successful together is what confirms a payment fully went through.

Who approves clinical versus marketing email copy?

Healthaide owns all clinical care and clinical direction copy, including dosing, titration, how to take a medication, and side-effect guidance. Marketing must be educational and is your responsibility. Healthaide does not approve or produce your marketing content, but can share general best practices.

What business data can partners access in the CRM and reporting?

Healthaide reporting and CRM tools can provide business data such as customer activity, lead source, practitioner source, transactions, communications, conversions, and revenue analytics.

Who owns the CRM account and what happens if a partner leaves?

The Healthaide-provided CRM is a third-party HIPAA-compliant GoHighLevel environment.

Can Healthaide track referral sources and marketing attribution?

Healthaide provides tools to track lead source, referral attribution, customer acquisition, and financial performance.

How do I track affiliates, influencers, team members, and referral partners?

Give each partner or campaign a distinct Healthaide tracking link, optionally use a discount code, then review lead sources and exported reports. Healthaide does not calculate or pay partner commissions.

How do I connect Healthaide to GoHighLevel (GHL)?

A Healthaide-provided HighLevel CRM is normally pre-connected when purchased; new lead-source IDs and custom workflows may need additional webhook and field mapping.

Map Healthaide lead-source and referral IDs into HighLevel

Create a source link in Healthaide, select the right outbound event, inspect a HighLevel inbound webhook sample, map fields, and verify a test contact.