Home > Blog > 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: Step-by-Step GHL Guide (with Screenshots)

Anurag Pandey
Last updated on July 8, 2025
Go High Level
4 minutes read

Table of Contents

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

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.

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

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

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.

Tags GHL expert agency, GoHighLevel

Anurag Pandey

I’m Anurag Pandey, Founder & CEO of ControlF5, with 17+ years of experience in building eCommerce solutions, web design, and mobile applications. I specialize in WordPress website design, Shopify store development, and scalable mobile apps based on growing digital brands. My work merges performance-focused UI/UX with advanced integrations, delivering optimized, conversion-ready solutions. At ControlF5, we help eCommerce businesses scale through custom storefronts, mobile-first design, and smooth technology adoption—whether on Shopify, WooCommerce, or native mobile apps. My passion is helping eCommerce brands turn digital ideas into high-performing, user-centric products.