GHL Subaccount Setup

GoHighLevel Subaccount Setup Guide

GoHighLevel Subaccount Setup Guide

Follow these steps to set up your subaccount for success.

1. Subaccount Creation

  • Go to “Sub-Accounts” in the Agency dashboard.
  • Click “Create Sub-Account”.
  • Select “Regular Account” and choose the appropriate snapshot.
  • Search for the business listing or manually enter details if no listing is found.
  • Click “Save” to finalize the subaccount creation.

2. General Configuration

  • Switch to the subaccount by clicking “Switch to Sub-Account”.
  • Go to “Settings > Business Profile” and update all business information.
  • Enable beta features under “Settings > Labs”.
  • Add user profiles for staff members under “Settings > My Staff”.

3. A2P Registration (Optional)

  • Go to “Settings > Phone Numbers > Trust Center” to start the registration process.
  • Complete the required fields and submit the registration.

4. Connect Google My Business

  • Navigate to “Settings > Integrations”.
  • Click “Sign in with Google” and select the business listing to connect.
  • Enable call tracking for enhanced analytics.

5. Automations

  • Review each workflow under “Automation > Workflows”.
  • Customize messages, triggers, and actions to match the client’s branding.
  • Test workflows using the “Test” feature.
  • Save and publish each workflow.

6. AI Chat Widget

  • Go to “Sites > Chat Widget” and select “AI Chat Widget V2”.
  • Customize training data for FAQs and services.
  • Set up response tones and fallback messages.
  • Embed the widget on the website using this code:
    <script src=”your-chat-widget-code.js”></script>

7. Calendars

  • Go to “Calendars” and review each calendar template.
  • Customize email and SMS notifications for booking confirmations, reminders, and follow-ups.
  • Integrate external calendars (e.g., Google Calendar) for seamless scheduling.

8. Reviews

  • Set up review request templates under “Settings > Reputation Management”.
  • Activate automated review replies using AI to engage customers effectively.
  • Enable automatic review posting via “Marketing > Social Planner”.

9. Websites and Funnels

  • Update website content under “Sites > Websites”.
  • Customize funnel pages to align with the client’s branding and offers.
  • Ensure SEO metadata is accurate for each page.

10. Final Testing and Launch

  • Test all workflows, calendars, and integrations to ensure functionality.
  • Review the subaccount for any missing details.
  • Launch the system and monitor initial interactions for quality assurance.