Your business

Agencies and sub-accounts

If you run an agency, you get one sub-account for each client business, the way HighLevel works. Each sub-account has its own CRM, websites, email, phone and team. Bring them in from HighLevel or make them, put the app under your own brand and address, and sell each one to its client through your own Stripe. A business that signs up on its own simply gets its one account.

#Signing up as an agency

When you sign up, What are you setting up? asks whether this is My business (one account, for your own business) or An agency. For an agency, give the agency's name too. You start on the agency page.

#The agency page

• New sub-account: give the client business a name, then set it up the way any new business does. You can connect its HighLevel location or start by hand.
• Open: work in that sub-account. Everything there behaves exactly as it does for a business's owner, and you can do everything except delete it from inside.
• Inside a sub-account, the header shows which one you're in. Switch to another from there, or go back to All sub-accounts. Each browser or device can have a different sub-account open.

#Importing your HighLevel sub-accounts

Coming from HighLevel with many clients? Import from HighLevel on the agency page brings them all in.

1. In HighLevel, open Agency Settings → Private Integrations and create one with the scope View Locations. Copy its token, and your Agency ID (Agency Settings → Company).
2. Paste both and click Connect. Every sub-account of your HighLevel agency is listed.
3. Tick the ones you want and click Import. Each becomes a sub-account here, with its name, address, phone, email, website and time zone already filled in. One you've already brought in shows Already here, so importing twice makes no doubles.
4. To bring in a client's contacts, calendars and the rest too, paste that sub-account's own Private Integration token next to it when you tick it. (HighLevel only lets an agency token list sub-accounts, not read inside them.) Without one, you connect it later when you open the sub-account to set it up.

#Your brand and your own address

The agency page's Branding tab puts the app under your name: your people and every client in your sub-accounts see your app name, logo and colours instead of ours. That includes the sign-in page, the tab title, invitations and the assistant. There's no "Powered by".

• Logo: PNG, JPEG or WebP, up to 300 KB. A wide logo on a transparent background reads best on the dark header.
• Colours: your main colour (buttons, the header) and an accent.
• Support email: shown to your clients where they would otherwise write to us.
• Your own app address, like app.youragency.com: add the CNAME record shown, and its certificate is set up for you, usually within a few minutes. Your clients then sign in there and see your brand from the first page. Invitations and move-in links use it too.

#Selling sub-accounts

The Billing tab lets you charge your clients monthly or yearly, by card, through your own Stripe account, like HighLevel's SaaS mode. The money is yours; we don't take a cut.

1. Connect Stripe: in Stripe, create a restricted key with Write on Products, Prices, Checkout Sessions, Subscriptions and Webhook Endpoints, and paste it. A rk_test_ key lets you try everything first.
2. Add your plans: a name, a price, monthly or yearly, and free-trial days if you like.
3. For each sub-account, pick its plan. That makes a Stripe payment page: Payment link copies it for you to send to the client. You can also make a sub-account Free.

• Its status updates by itself: Waiting for payment, Free trial, Paid, Payment failed, Cancelled. The top shows your monthly revenue.
• If a payment fails and isn't fixed within the grace days (7 unless you change it), or the client cancels, the sub-account pauses for the client. They see a page saying so, with your support email. Their data is kept, and it opens again as soon as they pay. You and your team can always still get in.
• Pause and Resume do the same by hand.

#Managing a sub-account

The ⋯ on a sub-account's card:

• Rename: its name, and its business name with it.
• Copy its set-up to…: see Copying a set-up.
• Delete: deletes the sub-account and everything in it, after you type your password. That includes its contacts, conversations, websites and calendars, and its clients' logins. Its number from us is released and its email set-up removed. This can't be undone.
• A business that moved in belongs to its owner, so it shows Release from the agency instead of Delete. It carries on on its own, with all its data.

#Copying a set-up

Built a pipeline, calendars, forms and automations that work for one client? Copy them into another sub-account, like a HighLevel snapshot.

• What's copied: contact fields, tags, pipelines with their stages, calendars, forms and automations.
• What isn't: contacts, conversations and anything else that is the business's own data. Its team isn't copied either: a calendar's people, and the people in Assign an owner, are left for you to pick. Websites aren't copied yet.
• Anything with the same name already in the other sub-account is kept as it is, so copying twice doesn't make doubles.
• Copied automations arrive switched off, so you can check them first. Copied forms get their own new address.

You can also ask the assistant inside a sub-account: "Copy this set-up to Harbor Fitness" or "Which sub-accounts do we have?"

#Moving a business in

Is a client already using PowerPro AI with their own account? Click Move a business in on the agency page and send its owner the link. The link works once, for 7 days.

• The owner opens it while signed in to their business and confirms with their password. Their account becomes one of your sub-accounts.
• It stays theirs. They keep their login, their data and their team. You can release it, and they can leave from Settings → My Profile.

#The client

Inside a sub-account, Settings → Team invites the client (see Your team) as an admin or a user. They sign in to their own sub-account only, and never see your agency or your other clients.

#Your agency's team

The agency page's Team tab invites people to your agency as admins. Each one reaches every sub-account, including new ones, or only the ones you tick. Inside the sub-accounts they reach, they count as part of the team: they can own contacts and deals, take bookings, and their phone rings for their calls. Making sub-accounts and managing the agency's team is for you and the admins who reach every sub-account.