How to Create a HighLevel Sub-Account

Creating a sub-account in HighLevel is how you set up a new client or project. Here's how to do it step by step.

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What's a Sub-Account?

A sub-account is a separate workspace within your agency. Each client typically gets their own sub-account with its own:

Contacts and pipelines
Funnels and websites
Phone numbers and domains
Workflows and automations
Custom fields and custom values

How to Create a Sub-Account

Step 1: Navigate to Sub-Accounts

From your agency dashboard, click Sub Accounts in the left sidebar.

Step 2: Click Create New

Click the Create New Sub Account button in the top right.

Step 3: Choose Your Starting Point

You have three options:

Blank Snapshot — Start completely fresh
Custom Snapshot — Use one of your saved snapshots
Import Snapshot — Use a snapshot link from someone else

For most new clients, use a custom snapshot that contains your standard setup.

Step 4: Fill In Account Details

Enter the required information:

Business Name — The client's company name
Business Address — For compliance and local presence
Contact Email — Primary contact for the account
Phone Number — Primary business phone

Step 5: Save the Account

Click Save and your new sub-account will appear in the list.

Plan Considerations

Your HighLevel plan determines what you can create:

Starter Plan — Limited sub-accounts
$297 Agency Plan — Unlimited sub-accounts
$497 SaaS Plan — Unlimited + SaaS mode features

Once the sub-account is created, the real work begins — configuring phone numbers, domains, calendars, workflows, and training. The onboarding checklist walks through every step from intake to handoff.