Vital Reach Automation · Partner Onboarding

Valoram Solutions agent onboarding

One submission per person for the 5 agents. About 3 minutes each. This becomes their booking page, calendar wiring, and routing. We draft each person's public intro line from what you enter here; nothing goes live without your approval.

Have handy: a high-res headshot, plus the person's GoHighLevel calendar ID and GHL user ID (everything runs off your GHL).

Who they are

Full name (as leads should see it)

Preferred first name (optional)

Years in the business Specialties + designations (raw material; we write the intro line)

Contact

Email

Calendar + systems (your GHL)

GHL calendar ID

Where to find it: in your GoHighLevel: Settings > Calendars > open (or create) this person's calendar > copy the Calendar ID. Everything Valoram runs off your GHL, so this ID is what our booking flow reads. If the calendar does not exist yet, create it first, then paste the ID here. You can also leave it blank and send them to Andrew later, but bookings cannot route to this person until we have it.

GHL user ID

Where to find it: Settings > My Staff > open the person's profile; the user ID is the long string in the browser URL. If it is easier, Bryan can pull all five via the API in one call. Appointments and call ownership attribute to this ID, so we need it for routing and reporting.

Time zone

Weekly availability windows

Licensing

License number(s) (optional)

Headshot

High-res, plain background, shoulders-up works best. We crop and process it.

I will send this person's headshot to Andrew separately.

Anything else we should know (optional)

Questions or something does not fit the form? Text Andrew directly. After all five are in, we confirm each person's public intro line with you before anything ships.