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How to Add a New Client in GoHighLevel (GHL)

3 min read

One of the first tasks you may receive as a GoHighLevel (GHL) Virtual Assistant is creating a new client account. In GoHighLevel, each client typically has their own Sub-Account (Location) where their contacts, pipelines, calendars, workflows, websites, and marketing assets are stored.

This lesson will guide you through the process of creating a client account and explain the information you’ll need before getting started.

Note: This feature is available only on GoHighLevel plans that support multiple client sub-accounts (such as the Unlimited or SaaS plans). If you’re using the Starter plan, you won’t be able to create additional client accounts.

Learning Objectives

By the end of this lesson, you will be able to:

  • Understand the difference between an Agency Account and a Client Sub-Account.
  • Create a new client sub-account.
  • Complete the required business information.
  • Verify that the client account has been created successfully.

Before You Begin

Ask your client for the following information:

  • Business Name
  • Business Email
  • Business Phone Number
  • Website URL
  • Business Address
  • Time Zone
  • Industry or Business Category
  • Company Logo (optional)

Having this information ready makes the setup process faster and more accurate.

Step-by-Step Guide

Step 1: Log in to GoHighLevel

Sign in to your Agency Account using your assigned credentials.

You’ll land on the Agency Dashboard.

Step 2: Open the Agency View

If you’re already inside a client’s account:

  1. Look at the top-left corner of the screen.
  2. Click the location (sub-account) name.
  3. Select Agency View from the dropdown menu.

You should now see the Agency Dashboard, where all client accounts are managed.

Step 3: Create a New Client Account

  1. From the Agency Dashboard, locate the Sub-Accounts section in the left-hand menu.
  2. Click Sub-Accounts.
  3. Click the + Add Account or Create Sub-Account button (usually in the upper-right corner).

A setup window will appear.

Step 4: Choose How to Create the Account

You may see options such as:

  • Create from Scratch
  • Import Snapshot
  • Use a Template (if your agency has one)

If this is a brand-new client, choose Create from Scratch unless instructed otherwise.

Step 5: Enter the Business Information

Complete the required fields, such as:

  • Business Name
  • Company Email
  • Phone Number
  • Website
  • Address
  • City
  • State/Province
  • Postal Code
  • Country
  • Time Zone
  • Business Category

Double-check all information before continuing.

Step 6: Save the Account

Click Create, Add Account, or Save (the button name may vary depending on the version of GoHighLevel you’re using).

The system will begin creating the client’s sub-account.

Step 7: Open the Client Account

Once the account has been created:

  1. Return to the Sub-Accounts list.
  2. Locate the client’s business name.
  3. Click the account to enter their workspace.

You are now inside the client’s GoHighLevel account.

Verify the Setup

Check that the following sections are accessible:

  • Dashboard
  • Contacts
  • Opportunities
  • Conversations
  • Calendars
  • Marketing
  • Automation
  • Websites
  • Reputation
  • Reporting
  • Settings

If these areas are visible, the account has been created successfully.

Optional Next Steps

Depending on your client’s onboarding process, you may also be asked to:

  • Invite team members
  • Import contacts
  • Connect email services
  • Connect phone numbers
  • Configure calendars
  • Build pipelines
  • Import a snapshot
  • Connect domains
  • Install workflows

Best Practices

  • Confirm all business details before creating the account.
  • Use the client’s official business name.
  • Select the correct time zone.
  • Verify the business email address.
  • Keep login credentials secure.
  • Do not delete or overwrite existing client accounts without permission.

Common Mistakes to Avoid

❌ Creating a duplicate sub-account.

❌ Selecting the wrong time zone.

❌ Entering an incorrect business email.

❌ Misspelling the business name.

❌ Creating a new account instead of importing a company snapshot when instructed.

Practical Exercise

Your client asks you to create a new GoHighLevel account for the following business:

Business Name: ABC Roofing LLC
Email: info@abcroofing.com
Phone: (555) 123-4567
Website: www.abcroofing.com
Location: Dallas, Texas
Time Zone: Central Time

Assignment:

  1. List the steps you would follow to create the sub-account.
  2. Identify which menu you would use.
  3. Explain how you would verify that the account was created successfully.

Key Takeaway

Creating a client sub-account is one of the most common onboarding tasks for a GoHighLevel Virtual Assistant. By understanding the Agency Dashboard, entering accurate business information, and verifying the setup, you can help clients get started quickly while keeping their CRM organized and ready for use.

Note: GoHighLevel’s interface is updated periodically, so button names and menu layouts may vary slightly depending on your agency’s subscription and the current version of the platform.

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