Getting Started

There are three ways to start, and they all create the same kind of Kotally workspace:

• Website signup, then connect a GoHighLevel sub-account.
• GoHighLevel Marketplace install, which creates or links a workspace from GHL.
• Standalone, where you skip GoHighLevel entirely and run on the Kotally API.

The GoHighLevel paths end with one or more connected sub-accounts; the standalone path ends with an API workspace and no GHL connection. Every path requires billing before a location becomes active.

Website signup

Use this path when the agency owner wants to create Kotally before installing the Marketplace app.

1. Open the Kotally signup page.
2. Enter the owner email, a password with at least 8 characters, and a workspace name.
3. After signup, Kotally sends you to Admin -> Getting Started.
4. Choose the GoHighLevel connection step and approve the OAuth install for the first sub-account.
5. Complete billing so the connected sub-account can become active.

Website signup creates a workspace first. The first successful GoHighLevel install replaces the temporary signup agency reference with the real GoHighLevel agency connection.

GoHighLevel Marketplace install

Use this path when the agency starts from GoHighLevel.

1. Install the Kotally Marketplace app from the target GoHighLevel sub-account.
2. Approve the requested OAuth access.
3. Kotally stores the installation for the selected location.
4. If the agency does not have a Kotally user yet, Kotally shows a signup form tied to the install.
5. If the agency already has a Kotally workspace, sign in to link the new location to that workspace.
6. Finish billing and product mapping in the Kotally admin area.

The OAuth callback is /oauth/ghl/callback. Returning agencies can add additional sub-accounts through the same Marketplace install flow.

Standalone (no GoHighLevel)

Use this path when you want to drive Kotally from your own app, site, or automation instead of GoHighLevel.

1. Open the Kotally signup page and create a workspace (owner email, password, workspace name).
2. After signup, Kotally sends you to Admin -> Getting Started.
3. Complete billing first — the workspace needs an active billing status before a location can be created.
4. Choose Use the Kotally API instead (no GHL). Kotally creates an API-only location for your workspace and sends you to Admin -> API Clients.
5. Create a scoped API client, copy the token (shown once), and start calling /api/v2.

The standalone location counts as your first active location for billing, exactly like a connected GoHighLevel sub-account. See the API Quickstart for the first grant, eligibility check, deduction, and restore.

After your first connection

• Visit Admin -> Locations to confirm the sub-account is connected.
• Visit Admin -> Billing to confirm the billing status is active or trialing.
• Visit Admin -> Product Configs to create package or membership mappings.
• Use a test purchase and booking before inviting staff to rely on the embed.