⚡ Pre-Payment Plan Calculator + GHL Auto-Fill Setup

Say goodbye to copy/paste chaos. This version includes the full Pre-Payment Plan Calculator plus custom GHL integration by Deanna so your payment plan results automatically feed into your CRM contacts and contracts.

While you’re on the phone, your client’s personalized plan builds in real time… then flows into their contact record, contract template, and workflows without you lifting a finger.

💻 What’s Included

Pre-Payment Plan Calculator file + usage guide
Custom field creation and mapping inside your GHL CRM
Contract merge field setup (auto-fills plan amounts, dates, and terms)
Workflow build to:
- Create/update the client contact on form submit
- Auto-fill their plan details into their contact record
- Trigger your next automation steps (emails, invoices, tasks, etc.)
Full testing and support to launch smoothly
Plan logic ensures all payments wrap up 4 weeks before the session

📝 Requirements

You must have an active Go High Level CRM account
You must add Deanna (hello@pa.moonlightandlaceboudoir.com) as a staff user within 14 days of purchase
You must approve contract edits before integration begins

⏳ Timeline

Setup is completed within 10 business days after access is granted
You can still use the calculator manually while setup is in progress

💡 What It Looks Like When It’s Done

You open the calculator during a booking call
You build their custom plan in seconds
You hit submit — and their name, session month, payment amounts, and due dates are instantly added to:
- Their contact profile
- Their contract draft
- Your workflows