Manage your client accounts

Each client business is its own account, with its own contacts, inbox, pipeline and settings. GoHighLevel calls these sub-accounts.

Run one business and want to add clients?

If you started on a personal workspace, open Settings and choose Switch to an agency account. Your business becomes your first account, and its data stays as it is. Only the workspace owner can do this.

Add a client

1. Open the agency view and choose Add account.
2. Add the Business name and Industry, and pick a Colour.
3. Choose Add account, then open it and fill in its details.

To look around first, an empty agency view offers Load 5 demo businesses. You can delete them whenever you like.

Move between clients

• Click the account name at the top of the sidebar, and pick another. You stay in the same section, so Inbox goes to Inbox.
• Or press Ctrl and K and type the business name.

See everything at once

The agency view lists every business, with how many people are waiting, today's appointments and the open pipeline. Agency reports shows the numbers across all of them.

Remove a client

Open their account's Settings and go to Delete account. You'll need to type the business name to confirm. This removes the business and everything in it.