How to provision your first agency sub-account, apply a snapshot, configure branding, and invite a client team — the core agency workflow.
Open HighLevel in a new tab →After logging in, your top-level view is the Agency Dashboard. Click 'Sub-Accounts' in the left sidebar. This is where you create and manage every client account. The 3-sub-account limit on Starter shows in the header.
Use the client's actual business name (this is what they will see when they log in). Add the business address, phone, and timezone. Pick a sensible time zone — automation triggers fire on this clock, so getting it wrong skews everything from email send times to calendar bookings.
Snapshots are HighLevel's pre-built sub-account configurations — funnels, automations, pipelines, and email templates packaged together. Browse the marketplace under Snapshots and pick one that matches the client's industry (Real Estate, Dental, Gym, etc.). Applying a snapshot saves hours but you can always start blank and build manually.
Under Sub-Account > Settings > Company, upload the client's logo and set their brand colors. This is what shows when the client logs in — they should never see HighLevel branding. On the Pro plan you can also point a custom domain at the sub-account dashboard.
Under Sub-Account > Settings > My Staff, add the client's primary contact as Admin and any additional team members with appropriate roles (User, Admin, or Agent). Each invited user gets an email to set their password. Make sure to set strong roles — Admin can change billing.
Trigger one of the snapshot's pre-built workflows (e.g. send a test SMS to your own phone via the Conversations tab, or fill out a contact form in the funnel) to confirm everything works. Catch broken integrations now, not after the client logs in.
Send the client their login URL, username, and a one-page handoff document listing what is set up: snapshot applied, automations enabled, integrations connected. This prevents future support tickets where the client has no idea what already exists.