Set Up Client Sub-Accounts
Key Message: Automate the technical work. Use snapshots to deploy your system in minutes, not hours.
Why Sub-Accounts Matter
Every client gets their own sub-account in GoHighLevel. This keeps their data separate, allows you to white-label the platform with their branding, and makes it easy to manage multiple clients from one dashboard.
1. Create the Sub-Account
In GoHighLevel, go to Settings → Sub-Accounts → Add Sub-Account
- • Enter client's business name
- • Add their email and phone
- • Set timezone and currency
- • Choose your snapshot template
2. Deploy Your Snapshot
Your snapshot contains all the pre-built assets:
- • Lead capture forms
- • Landing pages
- • Email/SMS automation
- • Calendar booking
- • Reporting dashboards
This deploys in seconds. No manual setup required.
3. Customize Branding
Update the sub-account with client-specific branding:
- • Upload their logo
- • Update brand colors
- • Customize email signatures
- • Update business information
4. Connect Facebook Business Manager
To run ads for them, you need access to their Facebook account:
- • Have them add you as an admin to their Facebook Business Manager
- • Connect their ad account to GoHighLevel
- • Install Facebook Pixel on landing pages
- • Set up conversion tracking
5. Set Up Recurring Billing
Use Stripe integration to charge them automatically:
- • Go to Payments → Products
- • Create $997/month subscription
- • Send payment link to client
- • They enter card details once, auto-charged monthly
- Keep your snapshot updated. As you learn what works, update your template so every new client gets the best version.
- Batch client setups. If you sign 2-3 clients in a week, set them all up at once. More efficient.
- Document your process. Create a checklist so you don't miss steps. Consistency is key.
- Test everything before going live. Submit a test lead, check automations, verify calendar booking.
Next Step
Now it's time to onboard your client and get them ready to receive leads.
"Simple onboarding: 15-20 minutes max."
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