1.

Agency Level Settings Not Started

In this step, you will configure the foundational settings for your HighLevel account at the
agency level. These settings govern how your agency will interact with clients and the
HighLevel platform.

Make sure to go to Settings>Company and upload a logo, make sure all the information
provided like Business Name, Address, Email, etc. are correct.

2. Whitelabel & API Domain Setup Not Started -

In this step, you'll configure a custom domain for your HighLevel account to ensure full
white-label branding for your agency. Setting up the whitelabel domain allows clients to
see your branded URLs instead of HighLevel's default domain, which enhances
professionalism and customer trust.

Watch this video to see how it's done.

[Link] Services Configuration Not Started -

 In this step, you will set up email services for the agency.

LC Email (LeadConnector Email) is HighLevel's built-in email service, designed to simplify email marketing, automa
and transactional emails for your clients without needing third-party integrations like SMTP. Setting up LC E
ensures that your clients can send and receive emails reliably through your whitelabel platform.

In this step, you will have to set up a dedicated email domain for your agency.

4. Phone System Configuration Not Started -

The phone system configuration in HighLevel involves setting up phone numbers and
integrating telephony services to enable calling, SMS, and tracking capabilities. This is crucial for
managing client communications and autornhtions.

Watch this video to see how it's done.

5. Subaccount For Your Agency Not Started

Setting up a sub account for your agency within HighLevel allows you to use the plattorm's
CHM, automation, and marketing tools for your own business. This sub account will mirror the client
experience, giving you hands-on access to all features, and helping you manage your agency's
operations.
Here are the key steps:
 Create a sub-account (skip this step if you already have created this)
 Update ALL the required information in Settings>Business Profile
6. Sub-Account Integration Not Started -

From the sub-account level, make sure to go to Settings>Integrations like Google, Facebook,
Tiktok, Stripe, etc.!

Here are a few things you can connect -

Google Analytics
Google Ads account
Google My Busqess
Facebook Page & Instagram
Facebook Ad account
Tiktok account
Linkedln account
Slack Workspace
S t r i p e

7. Get Phone Number(s) Not Started -

 Acquiring phone numbers for your sub-accounts is essential for enabling phone and SMS
functionalities, which are crucial for client communications, automations, and tracking
within HighLevel.

Requirement to get a phone number usually varies depending on the country and
sometimes region as well. For USA based businesses, the requirement is to get a phone
number and get the A2P 10 DLC verified first. Watch this video for instructions.

hor UK businesses, tne requirement is to get a regulatory bunaie approved ana use that to get a mobile numbe
You can use a screenshot of your Company's House page to show you have a legit business.

For countries like Australia, Portugal, Germany, you will need your business registration documents to get a
regulatory bundle.

8. Integrate Agency Website With Sub-account Not Started -

Integrating your agency website with your HighLevel sub account allows you to streamline
lead capture, client engagement, and data flow between your site and HiahLevel's CRM.
This integration is key for automating follow-ups, tracking conversions, and managing
client communications.

Here are the things you will need to integrate with your website:
Forms
 Calen dars
  Chat Widgets

Make sure you have connected Goggle Analytics with a HighLevel sub-account in Step 6 so you
can see the traffic data in the account.

9. Basic Automation Setup & Test Not Started -

Automating key actions like form submissions, calendar reminders, and chat widget notifications
helps streamline your agency's processes and ensures timely follow-ups and client
engagement. This part is very important since your website lean will De processed using
tnese workflows.

Make sure to test the automation before publishing it. Key

tasks include:

 Form Submission Notification & follow up email

 Calendar Appointment Confirmation & Reminder

 Post-Appointment Follow-Up
 Chat Widget Message Notification
 Missed call text back (from Settings>Business Profile all the way to the bottom right)
 10. Add Team Members Not Started -

Adding team members to your HighLevel account at both the agency and sub-account levels allows
you to delegate responsibilities, control access to key features, and optimize team collaboration
across different departments or client accounts.
Agency Level Team Member Setup
At the agency level, you'll add team members who will help manage the overall agency and all sub-
account operations, client accounts, and administrative tasks across the platform.
Key tasks:
1. Adding Team Members:
o Navigate to the Agency Settings and add team members using their email addresses.
。 Assign appropriate roles such as "Admin," or "User" depending on their responsibilities.
2. Roles & Permissions:
O
Customize permissions to control which areas of the platform each team member can access, such as
billing, client management, or reporting.
о Restrict sensitive settings (e.g., billing, invoices) to specific users for better security.
Sub-account Level Team Member Setup
At the sub-account level, team members are usually responsible for managing individual client
accounts, including handling leads, campaigns, automations, and communication. These can be
members of your team or the client's team. They don't have access to all the sub-accounts. Usually
your clients will get this level of access.
Key tasks:
1. Adding Team Members to Sub-accounts:
о Go to the sub-account settings and invite team members who will handle specific client accounts.
o Assign client-facing roles such as "Admin", or "User"
2. Permissions & Role Customization:
о Set role-specific permissions, such as allowing certain team members to access only specific areas
like the CRM, funnels, or campaigns.
о
You can restrict access to sensitive areas like billing or automations if necessary.