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Stop 08 · quick tags + workflow buttons

GHL contact action buttons for the “deposit’s in!” moment

A guest calls to confirm, the deposit lands, and your desk has to find the right tag in a long list before the next call. With a contact actions bar it is one tap: Deposit paid, Waitlist, Send itinerary. Each tap can fire the workflow behind it.

Get Explorer · $417Tap the bar live
One-tap tagsForms into custom fieldsRespects GHL permissions

Sample record · made-up guest

The short answer

How do GoHighLevel quick tags save time?

GoHighLevel quick tags from the contact actions bar put your most used tags and actions on every contact page as one-tap chips and buttons. A tap adds or removes a tag, which can start a workflow; a button can also open a short form that fills custom fields. The page updates at once, with no reload.

1
tap to add or remove a tag
2
kinds of action: quick tags and buttons
6
starting positions on screen
0
code for your desk to write
Live preview

Tap the real contact actions bar

This sample bar carries tour tags: Deposit paid, Waitlist and Group booking, plus Send itinerary, Update trip details and Ask for a review. Tap, open the form, drag the bar. Nothing is saved.

Position
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Theme

The real contact actions bar. Tap a quick tag, open Update trip details to see its form, or drag the bar around. Nothing is saved in the preview.

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Recipes

Five contact actions for a tour reservation desk

Each one pairs a chip or button with a workflow you already have (or build once in GoHighLevel).

ActionKindWhat it sets off
Deposit paidQuick tagStarts the confirmation workflow that sends the booking details and the pre-trip checklist.
WaitlistQuick tagAdds the guest to the waitlist nurture, so they hear first when a seat opens.
Send itineraryButtonAdds the tag your itinerary workflow listens for, then shows a success message.
Update trip detailsButton with formOpens a short form for departure date and party size, saved straight into custom fields.
Ask for a reviewToggle buttonAdds or removes the review-request tag after the trip, so the review workflow runs once.
Contact actions bar with tour quick tags and buttons along the bottom of a sample contact page
The bar as it appears at the bottom of a contact page.
Built to be trusted

Fast for the desk, safe for the data

  • Uses GoHighLevel’s own API with the signed-in user’s session
  • If GoHighLevel refuses a change, the chip flips back and says why
  • Optional notes record who added which tag, and when a field changed
  • Limit any chip or button to the sub-accounts that need it
How to set it up

Add contact action buttons in four steps

  1. Step 1

    Add quick tags

    In the Contact actions tab, add chips for the tags your desk uses most, with their own colours for added and not yet added.

  2. Step 2

    Add buttons and forms

    Create buttons that add, remove or toggle tags, or open a short form whose fields map to custom fields on the contact.

  3. Step 3

    Connect your workflows

    Point each button at the tag a GoHighLevel workflow listens for, such as "send itinerary", so one press starts it.

  4. Step 4

    Save

    The bar appears on every contact page, in the sub-accounts you chose, on the next page load.

Contact actions bar: from Explorer up

Included in Explorer ($417 one-time) and in Grand Tour.

Get Explorer · $417
Questions operators ask

Contact actions questions

Quick tags, workflow buttons, custom-field forms and permissions on GoHighLevel contact records.

Still wondering about something? Ask us directly and a person from our support team writes back.

What is the contact actions bar?
A floating bar on every GoHighLevel contact page with one-tap quick tags and buttons. A tap adds or removes a tag, a button can start a workflow or open a short form that fills custom fields. It saves the hunt through the tag menu on every call.
Can a button start a GoHighLevel workflow?
Yes. Buttons add, remove or toggle tags, so any workflow with a tag added or tag removed trigger starts from one press. "Send itinerary" is a typical example.
Which custom fields can a form fill in?
Any custom field in the sub-account. Each form field links to one, with types such as text, paragraph, number, date, drop-down, email, phone or link, and can be required. Departure date and party size are common for tours.
Does it respect GoHighLevel permissions?
Yes. Changes go through GoHighLevel’s own API using the signed-in user’s session, so a user can only do what their GoHighLevel permissions already allow.
Does it leave a record on the contact?
If you want one. Notes can be added saying which tag was added or removed and by whom, or which field changed from what to what.
Where does the bar sit on screen?
Pick one of 6 starting positions. Each person can drag it where suits them; it remembers the spot, and a double-click on the grip puts it back.
Can different sub-accounts get different buttons?
Yes. Each chip and button can show in every sub-account or only the ones you list, which suits agencies with operators running different tour types.
Which package includes contact actions?
The contact actions bar starts in Explorer ($417 one-time) and is also in the higher package.
Related modules

Next stops on the tour

Colour Ribbon pipeline board with sample trip stagesStop 07Pipeline board designsInquiry to departed, readable at a glance.From ExplorerCyber Grid dashboard design on a sample GoHighLevel accountStop 03Dashboard designsA home screen your reservation desk wants to open.From ExplorerMega menu in the Columns style opened from the GoHighLevel sidebarStop 04Menus and navigationSidebar, top bar and mega menus named your way.From ExplorerNPS score modal asking a sample guest how likely they are to recommendStop 06Notifications and social proofScores, ratings and nudges after the trip.From Grand Tour
Your next stop

One tap from “deposit’s in” to the next call

The contact actions bar comes with Explorer, alongside the dashboard and pipeline designers and mega menus.

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Independent product. GoHighLevel and HighLevel are trademarks of HighLevel Inc. GHL Tourism Snapshot is an independent business and is not an official partner, employee or reseller of HighLevel. GHL Customizer accounts run on the GHL Customer Care customizer platform; you customize and install the look yourself. The screenshots in this section are our own captures of the customizer's preview engine running on sample data, and every sample name in them is made up.