GoHighLevel Sub-Account Setup Checklist for Agencies (2026)

Every new client sub-account in GoHighLevel should be set up the same way, every time. A clear checklist stops missed steps, failed SMS, broken domains and unhappy clients. This is the GoHighLevel sub-account setup checklist we use for agency clients.

1. Before you create the sub-account

• Collect business details: legal name, address, phone, website, time zone and business hours.

• Get access: domain/DNS login, Google Business Profile, Facebook page and any ad accounts.

• Agree the scope: which pipelines, calendars, funnels and automations are included.

• Pick the snapshot you will load, if you use one (see GoHighLevel snapshots explained).

2. Create and configure the sub-account

• Create the sub-account with the correct business name, address and time zone.

• Load the snapshot, then review everything it imported.

• Add users with the right roles and permissions.

• Fill in business profile details and custom values (business name, phone, booking link and so on) so templates show the right information.

3. Phone, SMS and A2P

• Buy or port a phone number in the client's area.

• Submit A2P 10DLC brand and campaign registration (US numbers) with accurate details and a matching privacy policy and opt-in on the website. See why A2P gets rejected.

• Set call forwarding, voicemail and missed call text back.

4. Email setup

• Add a dedicated sending domain (a subdomain of the client's domain) and add the DNS records.

• Check SPF, DKIM and DMARC. Full steps are in our email deliverability guide.

• Set the default from name, from email and reply-to.

5. Domains, website and funnels

• Connect the client's domain or subdomain for funnels and websites.

• Publish pages, check mobile layout, forms and thank-you pages.

• Add tracking (Google Analytics, Meta pixel) where needed.

6. Integrations

• Connect Google Business Profile, Facebook and Instagram.

• Connect Google or Outlook calendars for every user who takes bookings.

• Connect payments (Stripe or another provider) if the client takes payments.

• Connect lead sources such as Facebook lead ads.

7. CRM, calendars and automations

• Set up the pipeline stages (see the pipeline setup guide).

• Set up calendars, availability and reminders (see the calendar setup guide).

• Publish the core workflows: speed-to-lead, reminders, no-shows, reviews and nurture (see 10 essential workflows).

• Set up review requests and reputation settings.

8. Test everything

• Submit every form with a test contact and follow the whole journey.

• Book, reschedule and cancel an appointment.

• Call the number and miss the call on purpose to test missed call text back.

• Check emails arrive in the inbox, not spam.

9. Hand over to the client

• Install the mobile app with the client and turn on notifications.

• Walk through Conversations, Opportunities and Calendars.

• Share a short written guide or recorded walkthrough.

• Agree who handles changes and support from here.

Frequently asked questions

How long does it take to set up a GoHighLevel sub-account?

With a good snapshot and checklist, the build can be done in a few days. A2P approval and DNS changes can add extra waiting time.

What is the most common sub-account setup mistake?

Skipping A2P registration or email domain setup, so texts are blocked and emails go to spam.

Can someone set up sub-accounts for my agency?

Yes. GHL Expertise offers white-label fulfilment for agencies, and a GHL VA can onboard new clients for you every week.

Want new clients onboarded for you?

Book a free 30-minute call and we will show you how we onboard sub-accounts under your brand.