GoHighLevel - Client Onboarding Tutorial & Setup

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GoHighLevel provides a robust platform for managing your client's marketing needs but doesn't have built-in client portal functionality. However, you can leverage its features and integrate with other tools to create a seamless onboarding and login ecosystem for your clients. This tutorial covers a breakdown of the processes involved in setting up a GoHighLevel account for your client and onboarding them on the platform.

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Setting up a Sub Account

Are you just starting out with GoHighLevel? Enjoy an extended 30-day free trial to explore its benefits for your business before deciding to commit. The first thing you need to do when onboarding a client into GoHighLevel is to create a subaccount. You should already understand your client's needs and preferences for their type of business before opening a sub-account for them. 

In your Agency Dashboard, navigate to the Sub-Accounts section on the menu tab on your left. At the top right corner of the page, click on Add Sub-Account to get started creating one for your client. 
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When adding a sub-account to GoHighLevel, you need to select a snapshot, which is essentially a pre-made site template for the type of business your client operates. GoHighLevel offers several snapshot options for various professionals, including templates for attorneys, chiropractors, dentists, pest controls, marketing agencies, and so on, which are already pre-made for any of these types of clients.

Hover your cursor on any of the snapshot templates and click Know More to get an overview of the template before customizing it. You can also view Example Facebook ads and a Setup Guide for the template you choose. The overview contains a video tutorial guide for setting up the snapshot as well. 
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Go back and click Select & Continue on the snapshot you want to go ahead with. Then, you’ll be redirected to a Google Maps page within GoHighLevel, where you can find your client. 
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You can also add the client manually by selecting Add Account Manually on the right side of the search bar. Here, you’ll need to fill in the necessary details about the business, such as the Account info (First Name, Last Name, Email Address) and general Info(Business name, Street address, City, State/Province/Region, Postal Code, etc). 
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Hit Save once you have all the information filled in, and wait a little while for the backend of the sub-account to load up.

In the backend, you can view the Account Details, Tasks, Activity, and Re-sell site if you ever want to put the account up for sale. You can also find the General Info section for the business, as well as a Social Profiles section where you can add URLs for all your social accounts from Facebook to Instagram and even Pinterest. 
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Add Client to Sub-Account

Now, having set up the GoHghLevel sub-account, click Switch to Sub-Account at the top right corner of the page to view the sub-account from your client’s point of view. Switching to the sub-account also allows you to edit its properties. 

To add your client to the sub-account you just created for them, navigate to Settings and select My Staff. In the My Staff section click Add Employee and complete the User profile of your client as the employee. Under User Info, fill in the relevant details and set up a password. Your client will use the email and password you entered to log in to their GoHighLevel sub-account moving forward.
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Customize the User Permissions to tailor the amount of control your client has on the account. For instance, if you don’t want your client messing around with the account Settings, then you turn that off. 
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It’s important to select the User Role as User, not Admin, for your client. Complete the rest of the employee details and hit Save. With this, you’ll be able to give your client access to the sub-account.

Alternatively, click Go Back, and switch back from the sub-account section to Agency View. Head to Settings and select Team. Click Add Employee and complete the User Info, User Permissions, and User Roles, just as directed above. Hit Save once you’re done, and you will have added your client to the sub-account you created.

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Phone Integration

Still under Settings in Agency View, you can add phone numbers for the client sub-account. You can do this using a LeadConnector Phone System or Twilio. Head over to Sub-Account Settings and locate your client sub-account. Click the edit icon to set up SMS and call settings for the sub-account.

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Other Integrations

Head back to the main menu and switch to your sub-account to view the sub-account Launchpad. GoHighLevel gives you the option of connecting several integrations, such as Google My Business, Facebook, Stripe, and Webchat widgets. In the Launchpad menu, you can quickly add one or more team members with the same user permissions you’ve previously set up. Upgrade to a Pro-Saas (Unlimited) plan to unlock even more integration on your GoHighLevel account.

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Sub-Account Ecosystem

Dashboard: This section contains an overview of the client’s opportunities, leads, conversion rate, pipeline value, funnel statistics, and other business metrics at a glance.

Conversations: This section is where all communication between your main account (the agency) and your client (the sub-account) takes place.
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Calendars: Calendars contain scheduling and appointment booking functionalities within GoHighLevel. You can also import external calendars, such as Google Calendar, to allow you to view and manage your commitments in one place.
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Contacts: This section operates like a CRM and is a powerful tool for managing your customers’ contact information and lead nurturing.
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Opportunities: Similar to functioning as a CRM, this section serves as a dedicated space for managing potential deals for clients. It allows you to track the progress of each opportunity throughout your sales pipeline.
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Payments: This robust section contains multiple payment functionalities, including invoices, subscriptions, products, and so on. In this section, you can create products that can be added to your funnels to create an automatic store-to-payment gateway on GoHighLevel.
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Marketing: Here, you can manage your social accounts and digital marketing campaigns all in one place. Enjoy next-level marketing capabilities for a whole year at a discount with this annual special deal on GoHighLevel.
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Additional Tips

• Branding Consistency: Maintain consistent branding across your onboarding materials, GoHighLevel account setup, and additional client login areas.
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• Accessibility: Ensure your onboarding materials and client login area are accessible on all devices (desktop, mobile, tablet).
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• Security: Prioritize data security by using strong passwords, secure storage for client information, and staying updated on GoHighLevel's security practices.
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• Scalability: Design your onboarding and login ecosystem with scalability in mind. As your client base grows, ensure your system can accommodate additional clients and manage access efficiently.
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Conclusion

By following these steps and leveraging GoHighLevel's features with other relevant tools, you can effectively onboard new clients and create a user-friendly login ecosystem for them to access resources, manage projects, and stay connected. Remember, ongoing communication and adapting your approach based on client feedback are crucial for a successful onboarding experience.