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GHL Nuggets: Agency

7 nuggets about agency in GoHighLevel, newest first.

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Agency team working together around a table with laptops
Turn On Wallet Auto Recharge So Client Texts Never StopWallet Auto Recharge. Menu path: Settings > Billing. Open the sub-account and go to Settings... Then Find the Wallet section and turn on... Then Set the balance threshold and the...GHL NUGGET #401 min readWallet Auto RechargeSettingsBilling1Open the sub-account and go to Settings...2Find the Wallet section and turn on...3Set the balance threshold and the...▶ Video
Agency

Turn On Wallet Auto Recharge So Client Texts Never Stop

Auto Recharge refills a sub-account's wallet when the balance runs low, so reminders, follow-ups and missed call texts don't silently fail.

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Put Your Own Domain on the GoHighLevel Login with White LabelWhite Label Domain. Menu path: Settings > White Label. Switch to the agency view and open... Then Enter a subdomain you own, such as... Then Add the DNS record HighLevel shows you...GHL NUGGET #331 min readWhite Label DomainSettingsWhite Label1Switch to the agency view and open...2Enter a subdomain you own, such as...3Add the DNS record HighLevel shows you...▶ Video
Agency

Put Your Own Domain on the GoHighLevel Login with White Label

Use the White Label settings in your agency view to serve the login and app from your own domain, so clients see your brand instead of HighLevel's.

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Limit What Client Staff See with User Roles and PermissionsUser Permissions. Menu path: Settings > My Staff. Open the sub-account and go to Settings... Then Click the edit icon next to the user... Then Set the Role to User instead of AdminGHL NUGGET #321 min readUser PermissionsSettingsMy Staff1Open the sub-account and go to Settings...2Click the edit icon next to the user...3Set the Role to User instead of Admin▶ Video
Agency

Limit What Client Staff See with User Roles and Permissions

Give client staff the User role and switch off the tools they don't need, so nobody edits a workflow or phone setting by accident.

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Give New SaaS Clients a Trial Before You Start BillingSaaS Trial Period. Menu path: Agency View > Settings > SaaS Configurator. Go to Agency View › Settings › SaaS... Then Open the plan you sell to this type of... Then Set the trial period in days under the...GHL NUGGET #251 min readSaaS Trial PeriodAgency ViewSettingsSaaS Configurator1Go to Agency View › Settings › SaaS...2Open the plan you sell to this type of...3Set the trial period in days under the...▶ Video
Agency

Give New SaaS Clients a Trial Before You Start Billing

Set a trial period in your SaaS Configurator so new clients use the account free before their card gets charged.

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Rebilling Settings: Mark Up SMS, Email, and Phone UsageRebilling Markup. Menu path: Settings > Rebilling. Go to Settings › Rebilling in your... Then Set markup percentages for SMS, email... Then Confirm SaaS mode is active on the...GHL NUGGET #181 min readRebilling MarkupSettingsRebilling1Go to Settings › Rebilling in your...2Set markup percentages for SMS, email...3Confirm SaaS mode is active on the...▶ Video
Agency

Rebilling Settings: Mark Up SMS, Email, and Phone Usage

Set your markup once in Agency Settings > Rebilling so every sub-account absorbs SMS, email, and phone usage costs at your rate automatically.

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Custom Menu Links: put your own tools inside every client's accountCustom Menu Links. Menu path: Agency View > Settings > Custom Menu Link. Go to Agency View › Settings › Custom... Then Click Add and name the link exactly how... Then Paste the destination URL and choose...GHL NUGGET #111 min readCustom Menu LinksAgency ViewSettingsCustom Menu Link1Go to Agency View › Settings › Custom...2Click Add and name the link exactly how...3Paste the destination URL and choose...
Agency

Custom Menu Links: put your own tools inside every client's account

Add a link to the sub-account sidebar so clients reach your SOPs, a Loom library or a support form without leaving GoHighLevel.

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Push a snapshot update to linked sub-accounts without rebuilding themSnapshot Push Updates. Menu path: Agency view > Snapshots. Make the changes in your template... Then Agency view › Snapshots, refresh the... Then Choose Push Update to Linked Accounts...GHL NUGGET #41 min readSnapshot Push UpdatesAgency viewSnapshots1Make the changes in your template...2Agency view › Snapshots, refresh the...3Choose Push Update to Linked Accounts...
Agency

Push a snapshot update to linked sub-accounts without rebuilding them

A snapshot you have already installed stays linked to the accounts it created, so you can push changes to all of them in one step and choose what to overwrite.

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