How to Create Sub-Accounts In GoHighLevel

by

GoHighLevel’s sub-accounts allow agencies to manage multiple clients or businesses from a single platform, streamlining operations and enabling customization for individual needs.

Whether you’re onboarding a new client or creating a workspace for your own business divisions, this guide will walk you through the process of setting up and managing sub-accounts efficiently.

What Are Sub-Accounts in GoHighLevel?

Sub-accounts are dedicated workspaces within your GoHighLevel agency account. Each sub-account has its own:

  • Automations.
  • Pipelines.
  • Appointments.
  • Conversations.
  • Websites, funnels, and payment systems.

This separation ensures a tailored experience for each client or business while keeping everything organized under your main agency account.

How to Create GoHighLevel Sub-Accounts

Step 1: Requirements for Sub-Accounts

Agency Account Plan

To create sub-accounts, you must be on the Unlimited Plan ($297/month) or higher. This plan unlocks the ability to manage multiple sub-accounts without additional fees.

Using Snapshots

Snapshots are pre-configured templates that simplify sub-account setup by including:

  • Automations.
  • Pipelines.
  • Forms.
  • Email/SMS campaigns.

Snapshots allow you to quickly onboard clients with industry-specific or pre-designed setups.

Step 2: Creating a New Sub-Account

  1. Log Into Your Agency Account:
    • Navigate to your GoHighLevel dashboard.
  2. Access the Sub-Accounts Tab:
    • On the left-hand menu, click Sub-Accounts to view existing accounts and create new ones.
  3. Click “Add Sub-Account”:
    • This opens the setup page for your new sub-account.
  4. Choose a Setup Option:
    • Use a Snapshot: Select a pre-configured snapshot from the library.
      • Example: A “Real Estate Agency Snapshot” may include pipelines for lead generation and follow-up automations.
    • Start Blank: Create a sub-account from scratch for full customization.

Step 3: Configuring Sub-Account Details

General Information:

  1. Business Details:
    • Enter the client’s business name, address, and contact information.
    • Example:
      • Business Name: Green Growth Marketing.
      • Address: 123 Main Street, Los Angeles, CA.
  2. Time Zone and Niche:
    • Choose the correct time zone to align with scheduling features.
    • Select the business niche to tailor marketing templates and pipelines.
  3. Save and Access:
    • Save the sub-account setup and click Switch to Sub-Account to begin customizing.

Step 4: Customizing the Sub-Account

Once inside the sub-account, you can start adding features and tailoring the workspace.

Key Features to Configure:

  1. Automations:
    • Set up workflows for lead follow-ups, appointment confirmations, and marketing campaigns.
  2. Conversations:
    • Sync SMS, email, and social media conversations.
    • Add contact details to manage leads effectively.
  3. Pipelines:
    • Build sales pipelines to track leads from inquiry to conversion.
  4. Appointments:
    • Create booking calendars that sync with the client’s schedule.
  5. Websites and Funnels:
    • Use GoHighLevel’s drag-and-drop builder to create branded websites or lead funnels.
  6. Payments:
    • Integrate Stripe or PayPal for seamless payment collection.

Step 5: Managing Sub-Accounts

  1. Switching Between Accounts:
    • Use the Switch View option in the top-right corner of your dashboard.
    • Verify which account you’re in by checking the business name at the top of the screen.
  2. Editing Sub-Account Settings:
    • Return to the Sub-Accounts tab to modify details like the business name, address, or niche.
  3. Using Snapshots for Updates:
    • Apply or update snapshots to existing sub-accounts for additional features or optimizations.

Step 6: Testing and Launching Sub-Accounts

Test the Configuration:

  • Send test emails or SMS messages to ensure automations are functioning correctly.
  • Check pipelines and appointment systems to verify workflows.

Onboarding Clients:

  • Provide clients with login details and a walkthrough of their account.
  • Highlight key features like CRM tools, calendars, and marketing campaigns.

Tips for Optimizing Sub-Accounts

  1. Use Industry-Specific Snapshots:
    • Save time by choosing snapshots tailored to the client’s industry.
  2. Leverage Automation:
    • Automate repetitive tasks to improve efficiency and reduce manual workload.
  3. Monitor Performance:
    • Regularly review analytics to assess sub-account effectiveness and adjust strategies as needed.
  4. Offer Training:
    • Educate clients on how to use the sub-account to maximize their results.

Conclusion

Setting up sub-accounts in GoHighLevel is essential for agencies managing multiple clients or businesses. By following this detailed guide, you can create tailored workspaces, leverage powerful automations, and streamline operations for your clients.

With the flexibility of snapshots and customizable features, GoHighLevel ensures that each sub-account is optimized for success. Ready to get started? Log into your agency account and create your first sub-account today!