Close the GoHighLevel deal when the first payment clears
Pipeline numbers match real revenue. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per signup, estimated
- ~3 min
- Roles it helps: billing team and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When Stripe records a new customer's first payment.
- Step 1
Tabflows matches the Stripe customer to the GoHighLevel contact.
- Step 2
Marks the deal won with its value.
- Step 3
Stops nurture campaigns.
- Step 4
Flags failed first payments for follow-up.
Everything lands for your team to review, so the clinic stays in charge of every decision.
More GoHighLevel automations
See all →
Book discovery calls from GoHighLevel into Practice Better
Discovery calls get booked in one reply.
Scheduling & Patient OutreachBook discovery calls from GoHighLevel into Practice Better
Review duplicate GoHighLevel contacts in a cleanup sheet
The CRM stays clean, so reports and campaigns stay accurate.
Tasks & Team CoordinationReview duplicate GoHighLevel contacts in a cleanup sheet
Pause promotions for members who were just hospitalized
No upbeat promo lands the week a member is in the hospital.
Tasks & Team CoordinationPause promotions for members who were just hospitalized
Win back canceled Amplify DPC members with Go High Level
More canceled members come back.
Membership & OnboardingWin back canceled Amplify DPC members with Go High Level
Set up Cerbo charts when Go High Level leads become members
New members are in the EMR the day they join.
Membership & OnboardingSet up Cerbo charts when Go High Level leads become members
Win back former members from Charm with a Go High Level campaign
Lapsed members hear from you before they find another doctor.
Membership & OnboardingWin back former members from Charm with a Go High Level campaign
Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your GoHighLevel and Stripe accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and front desk to review before anything is charged, refunded or sent.
Do we need to switch from GoHighLevel and Stripe?
No. Close the GoHighLevel deal when the first payment clears works inside the GoHighLevel and Stripe accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts when Stripe records a new customer's first payment. Tabflows works through 4 steps, and the result lands with your billing team and front desk, saving an estimated 3 min per signup.