GoHighLevel Sub-Account Transfer Guide

If you are migrating clients between agencies, you might be used to tools like ClickUp for workspace moves. In this guide, you will learn exactly how to transfer a sub-account to a new agency inside GoHighLevel, what limits apply, and how to avoid common issues when moving live client workspaces.

This walkthrough is based on the official documentation and focuses on the built-in transfer and eject options that let you move accounts between different agency instances in GoHighLevel.

What Is a Sub-Account Transfer in GoHighLevel?

In GoHighLevel, a sub-account transfer is the process of moving a client sub-account from one agency to another agency. This can be used when:

• A client wants to take ownership of their setup under their own agency account.
• You are selling or handing off a client to another service provider.
• You are consolidating multiple agencies into one primary GoHighLevel agency.

The transfer process is designed to keep the client’s core assets intact while changing which agency owns and manages the sub-account.

Key Rules and Limits for GoHighLevel Sub-Account Transfers

Before you start, review these important limits and behaviors that apply when using the sub-account transfer or eject feature in GoHighLevel:

• Multi-location agencies cannot be transferred. If an agency is set up as a multi-location agency, its sub-accounts cannot be moved using this feature.
• White-label sub-accounts cannot be transferred. Any sub-account that is under a white-labeled agency branding cannot be transferred or ejected.
• Mandatory data remains with the original agency. Some information stays attached to the current agency for compliance and billing reasons.
• Transferred accounts appear as new sub-accounts to the receiving agency. Once accepted, they behave like any other sub-account in the target GoHighLevel agency.

Understanding these rules helps you plan agency structure and decide whether transfer or ejection is the right approach for your scenario.

Accessing the Sub-Account Transfer in GoHighLevel

Only agency-level users with the proper permissions can initiate a sub-account transfer or eject a sub-account to a different GoHighLevel agency. Make sure you have agency admin access before starting.

To open the transfer options:

1. Log in to your Agency view in GoHighLevel.
2. Navigate to the Sub-Accounts area from the main left-hand menu.
3. Find the sub-account you want to transfer or eject.
4. Open the sub-account settings menu (usually represented by an icon such as three dots or a settings cog).

From this menu you will see the actions related to moving the sub-account between agencies.

How to Transfer or Eject a Sub-Account to a New GoHighLevel Agency

The platform offers you a way to eject or transfer the sub-account to another GoHighLevel agency where it can be re-attached and managed. Follow these steps:

Step 1: Initiate the Eject or Transfer in GoHighLevel

1. In the sub-account settings menu, look for the option related to Transfer or Eject Sub-account.
2. Select the option to begin the process of moving that client to another GoHighLevel agency.

At this stage, the system prepares the sub-account so it can be claimed by a different agency owner.

Step 2: Provide the Target Agency Information

To send the sub-account to the correct destination, you will need to provide details for the receiving GoHighLevel agency. Depending on the current interface, this may include:

• The email address of the agency owner at the destination agency.
• Any other required identifiers requested during the transfer flow.

Ensure that the receiving agency owner has an active agency account so they can accept the sub-account once it is ejected or transferred.

Step 3: Confirm and Complete the Eject Process

1. Review the summary details presented by GoHighLevel before confirming the move.
2. Check that the correct sub-account is being ejected and that you are aware of what information might not move.
3. Confirm the eject or transfer action.

Once confirmed, the sub-account is marked as ejected from your agency and becomes available for the receiving agency to attach.

Step 4: Acceptance by the Receiving GoHighLevel Agency

On the receiving side, the other GoHighLevel agency owner will need to:

1. Log in to their own GoHighLevel agency account.
2. Locate the invitation or available ejected sub-account in their agency interface.
3. Accept the sub-account so that it becomes part of their sub-account list.

After acceptance, the sub-account is now managed entirely by the new agency.

What Happens to Data During a GoHighLevel Sub-Account Transfer?

When you eject or transfer a sub-account between agencies in GoHighLevel, most of the client’s working assets move with it, including:

• Pipelines and CRM data.
• Funnels and websites built for that client.
• Workflows and automation logic.
• Basic settings tied directly to the sub-account.

However, some data can remain tied to the original agency due to billing, compliance, or infrastructure constraints. Before completing the move, it is recommended to:

• Export important reports if they reference agency-level data.
• Document any agency-specific configurations that may need re-created in the new GoHighLevel agency.

Troubleshooting GoHighLevel Sub-Account Transfer Issues

If you encounter problems while trying to transfer or eject a sub-account, use the checks below.

Check Agency Type and White-Label Status

• Confirm that the source agency is not configured as a multi-location agency.
• Verify that the sub-account is not under a white-label-only setup that blocks transfers.

If either of these conditions applies, the transfer function will be disabled for that sub-account in GoHighLevel.

Verify Permissions and Ownership

• Make sure you are logged in as an agency admin with permission to manage sub-accounts.
• Check that the destination agency owner has an active GoHighLevel agency and can receive new sub-accounts.

If problems persist, consult the official documentation and support options.

Official GoHighLevel Documentation and Help

You can review the original help article and any updated instructions directly on the official support site: GoHighLevel Sub-Account Transfers.

For broader strategy around agency setup, client onboarding, and automation design that works well with GoHighLevel, you can also explore resources and consulting services at Consultevo.

Best Practices When Moving Clients Between GoHighLevel Agencies

To keep your client operations stable while using the sub-account transfer feature, follow these practical tips:

• Plan the transfer window. Choose a time with low client activity to minimize disruption during the GoHighLevel move.
• Communicate with the client. Let the client know which agency will manage their account before and after the transfer.
• Review access and permissions. After the transfer, confirm that all required users, numbers, and integrations are active and functioning in the new agency.
• Double-check automations. Test critical workflows, pipelines, and campaigns in the destination GoHighLevel agency to make sure all triggers and actions still fire correctly.

By following the steps and considerations in this guide, you can use the official sub-account transfer and eject features to move clients safely between GoHighLevel agencies while protecting data, automations, and the client experience.

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