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Creating Your First Sub-Account in HighLevel (A Step-by-Step Quick Guide)

Author
Matt Deseno
Published
Thu 26 Oct 2023
Episode Link
https://redcircle.com/shows/c8884e70-cdb3-4bf0-9595-5135c2ce6657/episodes/84929d05-f4b2-457a-9893-f1599b3b0f1b

Creating your first sub-account in HighLevel is quite easy. In fact, I highly encourage everyone to manually create their first few sub-accounts before automating this process.

In today's episode of HighLevel Hot Takes, I'll show you how to create a sub-account in HighLevel, whether it's for a customer or you're your own customer.

Today, I'll walk you through how to add a sub-account in HighLevel, the difference between SaaS and a regular account, what to fill in the business information page, how to add a user, and more!

Let's jump right in!


Key Takeaways:

Introduction (00:00)

How to create a sub-account in HighLevel (00:37)

SaaS vs. regular accounts (02:35)

What to fill in the business information page (04:14)

How to add a user in HighLevel (05:42)

Episode wrap-up (07:38)


Additional Resources:

- Sign up for my FREE SaaS Masterclass here

- Get a FREE Trial of HighLevel. This is an affiliate link, and I get commissions for purchases made through this link: here

- Join our Facebook Group here

- Subscribe to HL Pro Tools on YouTube here

- Check out HighLevel guides and tutorials here

HighLevel Hot Takes is a dedicated podcast for everything HighLevel. From understanding how HighLevel works as a tool to the business side of things, we have it all covered here, one hot take at a time, so that you can move your business forward.

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