Faster, Clearer Agency Sub Account Setup Now Live

The new GHL agency sub-account setup flow starts with a simple but powerful prompt:

“Whose account are you creating?”

This question unlocks two clear choices:

• “This is my client’s account” – Select this to create a sub-account designed for client delivery. This option assumes you’re setting up the platform for external use — lead gen, client campaigns, fulfillment workflows, etc.
• “This is my own account” – Choose this if you’re creating a sub-account to run your own agency operations. That includes managing billing, internal automations, training environments, demo funnels, or testing tools.

Each path guides you through a setup tailored for its purpose. No more mixing things up or applying client templates to your internal systems.

It’s a small tweak, but one that finally answers the unspoken question that’s tripped up even seasoned GHL users: “Wait… what kind of account am I setting up right now?”

Before this update, agency sub account setup in GHL felt like a coin toss. You had one generic setup button and no real guidance until you were already halfway through, and often realizing too late that you’d made the wrong choice.

Now? That’s gone.

The updated flow introduces intentionality from the first click. By clearly asking whether the account is for your client or for your agency, GoHighLevel reduces second-guessing and structural errors. The interface is cleaner, the language is clearer, and the path forward is obvious — no more “Did I just set up a client account for my own business?” moments.

This change also helps avoid backend cleanup like renaming accounts, fixing permissions, or duplicating templates.

It’s not just a UI polish, it’s a productivity fix. Agencies can now move faster, onboard smarter, and eliminate the friction that used to come with setup confusion.

This isn’t just about saving clicks, it’s about preventing chaos.

Set up the wrong kind of agency sub account setup, and suddenly you’re dealing with all sorts of mess: users in the wrong place, permissions that don’t match, reports that make no sense, and good luck sorting billing. Now imagine that happening across a dozen or more accounts… not pretty.

With this new update, GoHighLevel is helping you build a more scalable agency from the ground up.

You’ll now:

• Know exactly what type of account you’re creating before you start
• Save time by skipping unnecessary edits and account cleanups
• Reduce mistakes made by junior team members or VAs
• Organize your agency operations with confidence

Whether you’re managing a single account or 50+, this clarity makes a measurable difference. Your team can move faster. Your structure stays clean. And your clients never see the seams.

If you’ve ever use agency sub account setup and thought, “Wait… was this for my agency or my client?”, this update is your fix. The new GHL setup flow puts clarity front and center. You’ll now choose between a client-owned or agency-owned account before anything else happens. Here’s how to use it:

1.1 From your Agency Dashboard, go to the left-hand menu.
1.2 Click on “Sub-Accounts”.
1.3 Hit the “+ Add Sub-Account” button in the top right.

2.1 You’ll be prompted to choose between two options:
  • “This is my client’s account”
  • “This is my own account”
2.2 Click the one that matches your intent.
2.3 GHL will now guide you through a setup tailored to that selection.

3.1 Add the business name, website, and primary contact info.
3.2 Select the business category and sub-account country.
3.3 Upload a logo (optional, but helps for account visibility).

4.1 Choose a snapshot to pre-load funnels, automations, and more.
4.2 Snapshots help standardize your setup and save time.

5.1 Click “Save” to create the sub-account.

That’s it. Your sub-account setup is now smarter, faster, and mistake-proof.

Now that the agency sub account setup flow is clean and clear, let’s take it a step further. If you’re running a growing agency, you’ve probably got a mix of use cases. These tips will keep your sub-account structure tight and your team efficient.

1. Use consistent naming conventions
Add prefixes like [CLIENT], [INTERNAL], or [DEMO] to agency sub account setup names. This keeps your agency dashboard clean — especially when you scale past 10+ accounts.

2. Leverage internal sub-accounts for growth projects
Need to build a course funnel, run your own lead gen campaigns, or demo tools for sales calls? Use “This is my own account” to spin up internal-only workspaces.

3. Set permissions based on account type
For internal accounts, limit access to key staff only. For client accounts, build in user roles early — it’ll save you from patching access issues later.

4. Create separate snapshots for each account type
Set up one snapshot for agency-owned templates and another for client onboarding flows. This will make the “Assign Snapshot” step much faster and mistake-free.

5. Audit your sub-accounts monthly
Once a month, take a few minutes to review your list of sub-accounts. If something’s collecting dust or in the wrong spot, clean it up — staying organized saves you from bigger problems down the road.

6. Train your VAs or team on the new flow
Even if you get it, your team might still default to the old way. Give them a 5-minute training or SOP that explains which option to use and when.

These tips make sure you’re not just using the new agency sub account setup, you’re maximizing it.

This update is more than a UX improvement, it’s a mindset shift for agency owners.

GoHighLevel is giving you a cleaner way to think about your business. With two clear paths, internal vs. client, you’re no longer winging it when you create new agency sub account setup. Every account you build now has purpose, direction, and alignment with how your agency operates.

Here’s what that means in the real world:

• Fewer surprises later. No more scrambling to fix permissions, rename accounts, or explain to your team what a random sub-account is for.
• Better accountability. Your team will instantly know what’s what. “This is a client account” or “This one is for our internal lead gen”, no confusion.
• More efficient scaling. As your agency grows, you’ll have systems that support that growth instead of slowing you down.
• Improved visibility and handoffs. Whether it’s a new hire or a client support ticket, you can identify and navigate your sub-accounts without second-guessing.

Bottom line: This update gives you the strategic clarity needed to run a serious, scalable agency inside GHL.

When GHL updates something as foundational as agency sub account setup, the ripple effect is real. Here’s what you can expect when you start using the new flow consistently:

1. Cut setup time in half
By removing the “wait… whose account is this?” moment, agencies are reporting 50–70% faster sub-account creation times. You’re making decisions up front, not fixing them later.

2. Cleaner, more scalable systems
The longer you use GHL, the more agency sub account setup pile up. This update helps you stay ahead of the clutter with a simple decision right at the start. That’s how you scale smart, not sloppy.

3. Fewer permission and ownership issues
No more internal team members showing up in client accounts by accident, or client accounts mislabeled as internal. This flow keeps everything in its lane.

4. Happier clients and teams
When you get it right the first time, everything runs smoother — from bringing clients on board to handing things off to your team. It just feels more dialed-in.

5. Peace of mind for agency owners
You can look at your sub-account dashboard and know exactly what’s what, no double-checking, no mental gymnastics, just clarity.

This is one of those updates that doesn’t just save time. It saves headaches.

GoHighLevel didn’t just polish a button, they solved a long-standing pain point for agencies.

By splitting sub-account setup into “client” and “my own” options, GHL has made it almost impossible to mess this up. You’re not second-guessing. You’re not redoing work. You’re just creating the right kind of account the first time, every time.

For busy agency owners, that’s gold.

It’s not the kind of update that grabs headlines, but it’s one that makes a big difference behind the scenes. If you’re adding clients, testing offers, or growing your agency, having your agency sub account setup right is where it all begins.

So go test it out. Show your team. Make it part of your SOPs.

Because the smoother your foundation, the faster you scale.