As an agency owner with a growing clientele, I know the dynamics of handling different clients and their demands. When these demands are high, they can create a confusing cluster of tasks if a coordinated working system is not in place. Keeping track of your progress regarding each client eliminates the possibility of mixing up important information. GoHighLevel’s sub-accounts feature is the perfect tool for compartmentalizing your tasks.

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The sub-accounts interface on GoHighLevel is tailored to help you achieve an organized workflow within your agency and among your clients as a CRM professional. Basically, these sub-accounts are mini-accounts tied to your business as an agency owner, with features such as contact lists, conversations, campaigns, and funnels to help you carry your clients along and achieve goals according to their requirements. 

This article will guide you through simple steps to set up your client's GoHighlevel sub-accounts and get them up and running in no time. 

Steps To Create Your Client’s Sub-Account On GoHighLevel

• Log Into Your GoHighLevel Agency Dashboard: Access your GoHighlevel account with your login details, which will take you to the dashboard. 

• Locate Sub-Accounts: In your GoHighlevel interface, navigate to the left pane where your Agency Dashboard is listed. Scroll down to find the “Sub-Accounts” option and click it. 

• Add Sub-Accounts: The sub-accounts option will lead you to the GoHighLevel sub-accounts page. Click the “Add Sub-Accounts” button located on the top right part of the page.

• Select a Suitable Snapshot Template: A couple of snapshot templates will pop up after you click the “Add Sub-Accounts” button. These templates are automated in GoHighLevel according to different industries, including health, exercise, auto dealership, and law. So you can either:some text
  • Select one of the many snapshot templates or
  • Select a “blank snapshot” if your client’s industry is not listed or you prefer to edit their business details manually. 
• Input Client’s Account Details: Click “select and continue” on your ideal snapshot template. This action will take you to a map section where you can find your client’s business and all their details or manually add them if unavailable. 

• If you successfully search for your client’s business name on the map's search bar, click on it. This action will take you to the account info interface, where your client’s details are automatically filled.

• If otherwise, you should click the “add account manually” button located on the right side of the search bar. This action will also take you to the account info interface, where you manually input details such as first and last names, email addresses, business names, zip codes, and so on. 

• Save Client’s Info: Fill out all the necessary details in the accounts info interface, then scroll to the bottom to click the “save” button.” That’s it: your GoHighLevel sub-account setup is complete.

What Activities Can You Carry Out On Your Client’s Sub-Account As An Agency Owner? 

After saving the details of your client’s sub-account, you will see the “Account Details” interface, which is basically the backend of your client’s details in the sub-account. The “Account Details” interface is visible to you as an agency owner, and you can perform more actions on your client’s sub-account, such as editing their details, adding services, pausing the account, or deleting. 

Other activities you can carry out on your client’s sub-account include: 

• Switching Sub-Account View: You can switch between the sub-account dashboard view and the agency view as an agency owner. The “Switch to Sub-Account” button on the right side of the “Account Details” interface will take you to your client’s sub-account dashboard. Here, you will find opportunities, conversion rates, funnel, and pipeline value, among other marketing strategy measurements in the client’s sub-account. The sub-account view is also your client’s view when they access the sub-account. You can switch to agency view by clicking the sub-account menu on the top left side where the “Dashboard” tab is located. 

• Switching to Agency view simply gives you access to the backend features of your client’s sub-account so you can manage the account as you deem fit and give sub-account access to your client. 

Conclusion

Leveraging the functionality of the GoHighLevel sub-accounts feature is your best bet to display top-notch efficiency and achieve unique goals according to the demands of your clients. 

GoHighLevel offers you more with the GoHighLevel Pro Plan to create up to three sub-accounts and gain further access to tools to help you create more leads. You can further upgrade to the Unlimited Plan offer, which allows you to create any number of sub-accounts. 

You can also benefit from the Annual Special Deal, which unlocks additional full-scale GoHighLevel features to manage your client’s business activities effectively. 

It is noteworthy that to access these offers, you must have a GoHighlevel account and be an active subscriber. While you may be skeptical about what to expect as a long-term user, you can take advantage of GoHighLevel’s extended 30-day Free Trial at no cost.