GoHighLevel Basics How-To Guide

If you are moving from tools like ClickUp or other SaaS platforms, understanding how GoHighLevel is structured will help you get productive quickly. This how-to guide walks you through the fundamental concepts so you can navigate accounts, locations, users, and snapshots with confidence.

This article is based on the official HighLevel documentation and explains the main ideas in a practical, step-by-step way so new users can get started fast.

What Is GoHighLevel and How It Is Structured

Before you start clicking around, it is important to understand how GoHighLevel organizes data and access. The platform is built using a hierarchy that separates your agency from your client accounts.

The basic structure includes:

• Agency accounts
• Sub-accounts called locations
• Users with different roles and permissions
• Snapshots used to copy setups between locations

Each level in this structure has a specific purpose, and knowing the difference will help you avoid confusion later.

How To Access Your GoHighLevel Agency View

The agency view is the top level of your account. From here you manage everything related to your own agency and all connected client locations.

Steps to log in to your GoHighLevel agency view

1. Open your browser and go to the GoHighLevel login page provided in your welcome email.
2. Enter the email and password associated with your agency account.
3. Click the login button to access the main agency dashboard.

Once logged in, you will see the agency navigation menu, which includes options for managing locations, users, billing, and more.

Key items in the GoHighLevel agency menu

• Dashboard: Overview of important agency-level metrics.
• Sub-Accounts / Locations: Where you view and manage all client accounts.
• Settings: Agency-wide settings, including integrations and profile details.
• Billing: Plan details and payment information.

Spend a few minutes exploring the agency menu so you know where key options are located.

Understanding Locations (Sub-Accounts) in GoHighLevel

Locations are sub-accounts inside your agency. Each location typically represents a single client or a single business entity. This separation lets you keep data, automations, and assets isolated between clients.

Why locations matter in GoHighLevel

• They keep CRM records, pipelines, and conversations separate per client.
• They allow client-specific settings such as phone numbers and domains.
• They simplify permissions by giving users access only to the correct location.

How to create a new location

1. In your agency view, go to the Sub-Accounts or Locations area.
2. Click the button to create a new location.
3. Enter basic details such as business name, address, and contact information.
4. Save the new location to generate the sub-account.

After you create a location, you can switch into it to configure funnels, workflows, pipelines, and more for that specific client.

How to switch between GoHighLevel locations

1. From the top or side navigation, find the account or location switcher.
2. Click the current location name.
3. Select the desired location from the list.

When you switch locations, the entire interface updates to show data and tools for that specific sub-account.

Managing Users and Roles in GoHighLevel

Users are the people who log into the system. In GoHighLevel, users can belong to the agency level, the location level, or both, depending on their responsibilities.

Types of users you can create

• Agency users: Team members who manage multiple locations and overall agency settings.
• Location users: Client staff or team members who only need access to one or more specific locations.

How to add a new user at the agency level

1. Log in to the agency view.
2. Open Settings or the Team / Users section.
3. Click Add User.
4. Enter the user’s name and email address.
5. Assign the appropriate role and permissions.
6. Save to send an invite email to the new user.

How to add a user to a location

1. Switch into the desired location.
2. Go to the Settings or Team Management area.
3. Click Add User or similar.
4. Enter the user details and choose their role.
5. Save to create the user within that location.

Always give users the minimum permissions required for their work so you keep client data secure.

Using Snapshots in GoHighLevel

Snapshots are templates that allow you to duplicate an entire setup from one location to another. They are extremely useful for agencies that work with similar types of clients or repeat the same funnels and automations across accounts.

What a GoHighLevel snapshot can include

• Funnels and websites
• Pipelines and CRM settings
• Workflows and automations
• Forms and surveys
• Other selected assets supported by the platform

How to create a snapshot

1. Log into your agency view.
2. Go to the Snapshots section.
3. Choose the location you want to capture into a snapshot.
4. Select the assets and settings you want to include.
5. Save the snapshot and give it a clear name.

After creating a snapshot, you can apply it to new or existing locations to quickly deploy a complete configuration.

How to apply a GoHighLevel snapshot to a location

1. From the agency view, open the Snapshots area.
2. Select the snapshot you want to use.
3. Choose the target location or create a new one.
4. Confirm which items to import.
5. Run the import and wait for the process to finish.

Using snapshots consistently will save your agency a lot of time and maintain a standard setup across clients.

How To Navigate the GoHighLevel Interface

Once you understand the hierarchy, the next step is learning where to find the main tools inside a location.

Common sections inside a GoHighLevel location

• Dashboard: Overview of leads, opportunities, and recent activity.
• Conversations: SMS, email, and other communication threads.
• Opportunities / Pipeline: Stages for tracking deals and leads.
• Marketing: Funnels, websites, campaigns, and workflows.
• Settings: Location-specific configuration such as phone numbers, calendars, and integrations.

Basic workflow for working inside a location

1. Switch into the desired client location.
2. Open the Dashboard to check overall performance.
3. Use Conversations to reply to leads and customers.
4. Update Opportunities to track pipeline movement.
5. Adjust Marketing assets such as funnels and emails as needed.

Following this flow each day will help keep client accounts organized and up to date.

Where To Learn More About GoHighLevel

For deeper technical details, refer directly to the official documentation. The basic ideas and structure described in this guide come from the platform’s own knowledge base.

• Official overview article: HighLevel Basic Ideas Overview
• Agency implementation help and strategy resources: Consultevo

As you continue using the platform, revisit these core concepts: the agency view, locations, users, and snapshots. Mastering these ideas will make every other feature easier to understand and use effectively.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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