🔧 HighLevel Sub-Account Guide: Setup, Transfer & Optimization for Agencies

Managing multiple clients efficiently is key to agency success—and GoHighLevel's sub-account system is built exactly for that. Whether you're scaling your marketing operations or streamlining client services, understanding how to create, manage, and optimize sub-accounts is essential.

This comprehensive guide walks agency owners through what sub-accounts are, how to set them up, transfer them, and get the most out of GoHighLevel’s sub-account features.

🚀 What Are Sub-Accounts in GoHighLevel?

✅ Definition & Purpose

A sub-account in GoHighLevel acts as a dedicated workspace for each client, separating projects, data, workflows, and permissions. This makes it easier to:

• Deliver customized services
• Maintain data privacy
• Organize team collaboration

Agencies can manage multiple businesses from one central dashboard, while giving each client a fully customized system.

🔄 Sub-Accounts vs. User Accounts

• User accounts grant access to GoHighLevel's tools based on roles (admin, user, etc.).
• Sub-accounts segment clients entirely—each sub-account can have its own:
  • CRM setup
  • Workflows
  • Funnels
  • Automation rules

This separation ensures clean data, client-specific dashboards, and scalable operations.

🛠️ How to Set Up a GoHighLevel Sub-Account

Step-by-Step Sub-Account Creation

1. Go to your GoHighLevel Agency Dashboard
2. Click on Sub-Accounts
3. Hit Create New
4. Fill in:
   • Business name
   • Client details
   • Custom domain (if applicable)
5. Choose the appropriate snapshot or manually configure:
   • CRM pipelines
   • Automations
   • Calendar bookings
   • Funnel templates
6. Assign user roles
7. Save and launch

💡 Pro tip: Use snapshots to pre-load a complete client setup in seconds.

Common Setup Mistakes

• Assigning wrong roles or permissions
• Forgetting to integrate Stripe or email services
• Not verifying phone numbers for SMS automation

Avoid these by keeping a checklist or using the GoHighLevel onboarding playbook.

🔁 How to Transfer a Sub-Account to Another Agency

GoHighLevel makes it possible to move clients between agencies.

How the Transfer Works

• Initiated by the current agency owner
• Approved via GoHighLevel support
• Data, automations, settings, and funnels move with the sub-account
• Billing responsibilities change upon transfer

Sub-Account Transfer Checklist

1. Export important reports or snapshots before initiating
2. Notify the client and receiving agency
3. Use the Agency Dashboard → Sub-Accounts → Transfer Request
4. Confirm with support
5. Review setup on the new agency's end

🧠 FAQ:

• How long does it take? Usually within 24–48 hours
• Will user access remain? Yes, but you may need to reassign roles
• What about email or phone integrations? These need to be re-authenticated after transfer

💼 Which GoHighLevel Plans Support Sub-Accounts?

Starter vs. Unlimited Plans

Agency Unlimited Plan Advantages

• Create unlimited sub-accounts
• Access priority support
• Deploy custom SaaS offers
• Use snapshots to replicate high-performing setups

Use the Plan Configurator

The Plan Configurator helps match your agency’s needs to the right tier:

• Estimate number of clients
• Decide on features like SaaS mode or HIPAA compliance
• Choose custom add-ons (e.g., WhatsApp integration, AI agent)

📊 Optimizing Sub-Accounts for Performance

Best Practices for Managing Sub-Accounts

• Use standardized naming conventions
• Separate team access per client
• Apply templates and recipes to reduce setup time
• Monitor performance in each sub-account using:
  • Opportunity pipelines
  • Custom dashboards
  • Conversion reports

CRM & Workflow Integration

Each sub-account can run independent:

• Pipelines for sales stages
• Automated workflows for onboarding
• Calendar setups for service bookings
• AI-driven SMS or email follow-ups

💬 Example: For a real estate client, set up a funnel from lead form → auto email → calendar booking → reminder → follow-up sequence if no-show.

🔄 Sub-Account Use Cases

• Digital agencies: Track lead gen KPIs per client
• Freelancers: Build mini-CRM for each customer
• Multi-brand businesses: Run separate branding funnels per division
• White-label resellers: Offer GHL automation under your own brand

Final Thoughts

GoHighLevel’s sub-account system gives agencies structure, flexibility, and power. Whether you’re managing 2 clients or 200, sub-accounts keep your business organized and scalable.

✨ Ready to make the most of sub-accounts? Use snapshots, optimize workflows, and deliver results that win client loyalty.