Setting up your agency sub-account
Sub-accounts are the individual workspaces for each client or business in your GHL agency. Here's how to set one up correctly.
What you will learn
This GoHighLevel tutorial walks you through setting up your agency sub-account with clear, numbered steps. Whether you are new to GoHighLevel or looking to configure getting started correctly, this guide covers everything you need. You will learn: navigate to sub accounts, enter business details, assign a snapshot (optional), set user permissions, and more. All steps work inside a standard GoHighLevel account — start a free 14-day trial if you do not have one yet.
Step-by-step guide
Navigate to Sub Accounts
From your Agency View, click Sub Accounts in the left sidebar, then click + Add Sub Account.
Enter business details
Fill in the business name, address, phone number, email, and website. These details are used in communications and reports.
Assign a snapshot (optional)
Snapshots are pre-built configurations. If you have a snapshot for your industry or use case, apply it here to pre-populate funnels, workflows, and settings.
Set user permissions
Decide which team members can access this sub-account and at what permission level (admin, user, etc.).
Configure notifications
Set up email and SMS notifications so the right people are alerted to new leads, appointments, and messages.
Ready to put this into action?
Start your free 14-day GHL trial — or join our Skool community at $87/mo (saves $10/mo vs direct signup).Frequently asked questions
How do I navigate to sub accounts in GoHighLevel?
From your Agency View, click Sub Accounts in the left sidebar, then click + Add Sub Account.
What is the first step to setting up your agency sub-account?
The first step is to navigate to sub accounts. From your Agency View, click Sub Accounts in the left sidebar, then click + Add Sub Account.
Do I need a GoHighLevel account to follow this tutorial?
Yes. This guide requires an active GoHighLevel account. You can start a free 14-day trial at gohighlevel.com — no credit card is required.