How do I log into RootLogic for the first time?

Your account manager at Vitality sends an invitation email when your account is set up. The subject line is typically "You're invited to RootLogic" or similar. Check your spam folder if you don't see it within a few minutes of being told it was sent.

The email contains a "Set Password" or "Accept Invitation" button. Click it — it opens a page where you create your password. Choose something you'll remember; you'll be typing it often. The link expires after 24 hours, so use it promptly.

Go to app.gohighlevel.com in any desktop browser — Chrome or Safari work best. Enter the email address the invitation was sent to and the password you just created. If your practice has multiple locations or sub-accounts, you may be prompted to select the correct one after logging in.

Once you're in, bookmark app.gohighlevel.com in your browser. You'll open this every morning to check your pipeline and conversations. Bookmarking saves you from hunting for the URL each time.