Manage Clients with GoHighLevel Sub-Accounts

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Setting up sub-accounts in GoHighLevel is essential for agency-level client management. Each sub-account keeps data separate, allows custom configurations, and unlocks full CRM, funnel, and marketing automation capabilities tailored to each client.

Section Index:

  1. What Is a GoHighLevel Sub-Account?
  2. Agency View vs. Sub-Account View: What’s the Real Difference?
  3. When and Why to Use Sub-Accounts (Strategic Breakdown)
  4. Step-by-Step: How to Create a Sub-Account in GoHighLevel
  5. Best Practices for Managing Multiple Sub-Accounts
  6. Consultant Picks: Must-Have Snapshots by Industry
  7. Final Tip: Streamline Your Workflow with Smart Sub-Account Setup

1. What Is a GoHighLevel Sub-Account?

In GoHighLevel, a sub-account is a dedicated space created for each of your clients within your overarching agency account.

What’s Inside a Sub-Account?

Each sub-account includes isolated access to:

  • Contact lists
  • Funnels and landing pages
  • Campaign automations
  • Calendars and pipelines
  • Membership sites and online courses
  • Client-specific analytics
  • Integrations and settings

Think of sub-accounts like separate “workspaces” — each one is a fully contained marketing and CRM hub built just for one client.

2. Agency View vs. Sub-Account View: What’s the Real Difference?

Understanding the two core perspectives in GoHighLevel is key to navigating the platform efficiently.

Feature/Tool Agency View Sub-Account View
Create & manage sub-accounts ✅ Yes ❌ No
Prospecting tools ✅ Yes ❌ No
Snapshot import/export ✅ Yes ❌ No
Campaign & CRM tools ❌ No ✅ Yes
Funnel/page builder ❌ No ✅ Yes
Client-specific automation ❌ No ✅ Yes
Access settings & billing ✅ Yes (for agency account) Limited (only sub-account specific)

You toggle between the two by clicking the account name/logo in the top-left and choosing “Switch to Agency View” or vice versa.

3. When and Why to Use Sub-Accounts (Strategic Breakdown)

Sub-Accounts Are Essential If You:

  • Manage multiple clients and need clean separation of data
  • Want to resell GoHighLevel as your own SaaS product (SaaS mode)
  • Need different workflows or automations per client
  • Want to delegate access to team members or clients without cross-account exposure

Bonus: Your Own Agency Gets One Too

Your GoHighLevel subscription includes an agency-level sub-account — use this to run your own marketing, campaigns, and internal automations.

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

1: Enter Agency View

  • Click your name or logo in the top-left corner.
  • Select “Switch to Agency View”.

2: Create Sub-Account

  • Go to “Sub-Accounts” from the left-hand menu.
  • Click the blue “Create Sub-Account” button (top right).

3: Choose Snapshot (Optional)

  • Choose between:
    • Regular Account
    • SaaS Account (only if you’re offering a SaaS plan)
  • Pick a Snapshot (pre-built industry template) or Blank.

4: Add Location

  • Type your client’s business address.
  • Select the correct result from the map dropdown.

5: Input Client Info

  • Fill in required fields:
    • Business name
    • Email
    • Phone number
    • Time zone
  • Click Save.

You’re now ready to build out campaigns, funnels, automations, and more.

5. Best Practices for Managing Multiple Sub-Accounts

 Stay Organized

  • Use naming conventions: ClientName - Industry or ClientName - Region
  • Tag sub-accounts internally by niche or service type.

Assign Access Carefully

  • Only give client logins access to their sub-account.
  • Use roles/permissions to control feature visibility.

 Use Snapshots to Scale

  • Save your top-performing builds as snapshots.
  • Clone workflows and funnels across new sub-accounts instantly.

 Customize Per Client

  • Don’t use identical setups — tailor automations, emails, and funnels to match the client’s audience and offer.

6. Consultant Picks: Must-Have Snapshots by Industry

Here are some proven GoHighLevel snapshots that agencies frequently deploy across industries:

Industry Recommended Snapshot Name What’s Included
Real Estate “Real Estate Buyer Funnel” Property funnels, lead forms, call bookings
Dentists “Dental Lead Gen Campaign” New patient automation, review requests
Coaches/Consultants “High Ticket Coaching Snapshot” Webinar funnels, sales call automations
Home Services “HVAC & Plumbing Funnel” Emergency service forms, quote requests
Fitness & Gyms “Gym Trial & Challenge Funnel” Free trial signups, challenge landing pages

Not seeing a perfect fit? Start with a blank snapshot and build your own reusable asset.

7. Final Tip: Streamline Your Workflow with Smart Sub-Account Setup

The biggest mistake new GoHighLevel users make? Overcomplicating the sub-account process.

Here’s a smarter approach:

  • Use a naming system you’ll never second-guess.
  • Clone from snapshots to save hours on setup.
  • Only build features your client actually needs.
  • Assign access after the core build is done — not before.

💡 Pro Tip: Set a SOP for onboarding each client — create sub-account, assign snapshot, input data, test automations — so you can rinse and repeat at scale.

Ready to Scale?
Sub-accounts are your foundation for structured growth. Master them, and you’ll turn GoHighLevel into a scalable service machine.

Want tailored setup help? Build a repeatable onboarding SOP using our sub-account checklist — just ask!

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