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How to Create a Sub-Account in Go High Level: Step-by-Step GHL Guide (with Screenshots)

How to Create a Sub-Account in Go High Level

Introduction

If you are an agency owner, SaaS reseller, or freelancer managing clients through Go High Level (GHL), learning how to set up sub-accounts is crucial. Sub-accounts allow you to manage multiple client businesses under your master agency dashboard. Whether you are offering white-labeled marketing automation or CRM solutions, sub-accounts are your gateway to scalability.

In this step-by-step guide, I will show you how to create sub-accounts in GHL, optimize the setup with snapshots, and customize it for client success. Plus, I will share real tips from ControlF5 on avoiding common mistakes, boosting onboarding efficiency, and increasing client retention.

Why Sub-Accounts Are Vital for Agencies

  • Manage each client’s business in a separate environment
  • Assign unique branding, funnels, automations, and users per account
  • White-label your services and give clients login access under your brand
  • Easily scale services across dozens of clients using reusable snapshots
  • Maintain data separation, security, and billing per business

To see how sub-accounts work alongside pipelines, automation, and white-label tools, check out our Complete GoHighLevel guide for marketers and agencies, your complete roadmap to running and scaling client accounts efficiently.

Step-by-Step: How to Create a Sub-Account in GoHighLevel

Step 1: Access the Agency Dashboard

Go to your GHL agency login. You must have agency admin access. From the sidebar, choose Sub-Accounts.

Step 2: Create a New Sub-Account

Click the + Add Account button. This opens a form to begin your setup. You will need basic business information for your client (name, email, phone number, business type).

Step 3: Choose Setup Path – Blank or Snapshot

GHL allows you to:

  • Start from scratch
  • Use a Snapshot, a pre-configured set of funnels, workflows, settings, and assets

At ControlF5, we recommend importing a snapshot for speed, especially for industry-specific templates like real estate, dental clinics, or coaching businesses.

Step 4: Enter Client Business Details

Fill in your client’s business name, email, logo, location, and preferred timezone. These values appear across automated emails, texts, and landing pages.

Step 5: Connect Core Integrations

Optional, but recommended for launch:

  • Twilio (SMS messaging)
  • Mailgun (transactional email)
  • Stripe (invoicing/payments)

You can also connect Facebook, Google Ads, and Google My Business later for lead tracking.

Step 6: Save and Launch

Click Save, and the sub-account becomes active. From the agency panel, click
Switch to Sub-Account to manage it directly. You can now build funnels, set up pipelines, automation, email sequences, and more.

Related Reading: How to Automate Email Sequences in Go High Level (With Templates)

What to Do After Sub-Account Creation

Once inside the new sub-account:

  • Apply branding (logo, favicon, primary color)
  • Configure the default pipeline and stages
  • Set up form and survey templates
  • Launch the onboarding workflow for new leads

This ensures every client gets a professional, functional experience right away.

Pro Tips from ControlF5

  • Use industry-ready snapshots with pre-set triggers and campaigns
  • Set up a custom domain and SSL before launching funnels
  • Assign team members to manage each client’s workspace
  • Add review request automation to collect testimonials
  • Connect calendar booking to manage scheduling

Related Reading: WordPress Hosting Tips When Using GoHighLevel for Marketing Automation

Common Mistakes to Avoid

  • Leaving email/SMS providers unverified (leads to deliverability issues)
  • Forgetting to remove placeholder content from imported snapshots
  • Not customizing welcome emails and onboarding funnels
  • Using one-size-fits-all templates for different industries

Client Industries That Benefit Most from GHL Sub-Accounts

  • Real Estate Brokers & Teams: listing funnels, showing requests
  • Healthcare & Medical Therapists: appointment reminders, lead capture
  • Coaches & Consultants: lead nurturing and booking automation
  • SaaS Startups: onboarding sequences and demos
  • Ad & Web Agencies: white-labeled services for their clients
  • Salons & Wellness Brands: follow-ups, reviews, package upsells

Related Reading: How to Create a Landing Page in Go High Level: Step-by-Step GHL Guide

Virtual Classroom Website – Built on GoHighLevel

We developed a user-friendly Virtual Classroom platform focused on delivering a Smooth online learning experience.

You can explore the case study to see how we brought the vision to life. Explore the case study

Conclusion

Creating sub-accounts in GoHighLevel is a game-changer for agencies aiming to scale operations and deliver full-service CRM, automation, and marketing tools to clients. A well-structured sub-account ensures smoother onboarding, faster results, and long-term client satisfaction, all under your brand.

At ControlF5, we help agencies and consultants build solid foundations inside GHL by offering:

  • Industry-Optimized GHL Snapshots
  • Sub-account creation, workflow automation, and onboarding setup
  • Custom branding, funnel builds, and retention-focused strategies

If you are ready to manage client delivery and scale with confidence:

Let ControlF5 set up your GoHighLevel sub-accounts the right way, for impact, automation, and growth from day one.

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Anurag Pandey

I lead ControlF5, a Top Rated Plus agency specializing in WordPress, Shopify, and GoHighLevel development. With over 4,000+ successful projects on Upwork, 150+ verified reviews on Clutch, and 300+ completed projects on Freelancer, my team and I help global brands grow through strategic design, automation, and SEO excellence. Holding a B.E. in Computer Science, I’m passionate about combining AI-driven workflows and GoHighLevel automations to simplify marketing, boost organic SEO, and scale customer engagement. I actively share insights across web development and AI communities to help others navigate the evolving digital landscape. For me, web design isn’t just about aesthetics, it’s about building SEO-optimized, conversion-ready experiences that create measurable business growth in the AI-powered era.
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