How to Customize Default Naming Conventions in GoHighLevel
If you manage multiple SaaS accounts across GoHighLevel and other tools like ClickUp, having clear naming rules is essential. In this guide, you will learn step-by-step how to customize default naming conventions for new SaaS sub-accounts so that every new client workspace is automatically organized and easy to identify.
This tutorial is based on the official documentation from the GoHighLevel help center and walks you through each setting you can control, including company names, sub-account domains, snapshots, and templates.
Why Customize Naming in GoHighLevel
When you scale a SaaS business, manually naming every new account quickly becomes inconsistent and time-consuming. By defining default naming conventions in GoHighLevel, you can:
- Standardize how new client sub-accounts appear in your agency view.
- Automatically inject the client business name into key fields.
- Keep snapshots, templates, and pipelines clearly labeled.
- Reduce human error and cleanup work later.
These settings apply whenever a new SaaS sub-account is created via your SaaS plans or billing, ensuring consistency from day one.
Accessing SaaS Default Settings in GoHighLevel
All naming convention options live inside the SaaS Config area of your agency account.
Step 1: Open the Agency View in GoHighLevel
- Log in to your agency account in GoHighLevel.
- Ensure you are in the main Agency view (not inside a single sub-account).
Step 2: Navigate to the SaaS Config Page
- From the left-side menu, click on Settings in the agency view.
- Within Settings, locate and click on SaaS Config.
This page controls how new SaaS sub-accounts are created and what default naming rules they use.
GoHighLevel SaaS Defaults > Default Names Section
Inside the SaaS Config page, look for the SaaS Defaults area. Within this section there is a subsection labeled Default Names. This area allows you to define how various elements will be named whenever a new SaaS account is provisioned.
The key field you will use across most naming patterns is:
- {{client_business_name}} – This token automatically pulls the business name of the client who is signing up for your SaaS plan.
You can combine this token with your own text to build consistent naming structures in GoHighLevel.
Configuring Default Company Name in GoHighLevel
The default company name determines how the sub-account name will appear in your agency list and inside the client workspace.
Default Company Name Pattern
In the Default Names section, find the Default Company Name field. Common options include:
- {{client_business_name}} – Uses only the client’s business name.
- {{client_business_name}} – CRM – Appends a label to show the account type.
- {{client_business_name}} – SaaS – Helpful if you sell multiple product lines.
Use clear, short labels so sub-accounts are easy to scan in the GoHighLevel agency dashboard.
Configuring Default Sub-Account Domain in GoHighLevel
The default sub-account domain controls the initial URL slug assigned to new client accounts.
Default Domain Structure
In the same Default Names section, locate the field for Default Sub-Account Domain (wording may vary slightly). Here you can define a pattern such as:
- {{client_business_name}}
- {{client_business_name}}-app
- {{client_business_name}}-crm
The system will convert the pattern into a URL-friendly format. For example, spaces may be replaced with hyphens. This helps keep each GoHighLevel sub-account accessible through a predictable subdomain structure.
GoHighLevel Snapshot and Template Naming
Beyond company names and domains, GoHighLevel also lets you control the naming for snapshots and templates created or cloned for new SaaS accounts.
Default Snapshot Name
If your SaaS offer automatically loads a specific snapshot into new client accounts, setting a default snapshot naming pattern helps keep copies organized.
In the Default Names area, look for Default Snapshot Name. You can use a structure like:
- {{client_business_name}} – Core Snapshot
- {{client_business_name}} – Onboarding Snapshot
This makes it easy to identify which snapshot instance belongs to which client, especially when reviewing resources tied to multiple GoHighLevel sub-accounts.
Default Template and Funnel Names
Depending on your SaaS setup, you might also see options for naming:
- Default Funnel or Website Name
- Default Campaign or Workflow Name
When available, use patterns such as:
- {{client_business_name}} – Main Funnel
- {{client_business_name}} – Primary Website
This ensures each new SaaS account starts with clearly labeled assets.
Using Client Business Name Tokens in GoHighLevel
The core of this configuration is the {{client_business_name}} token. Some best practices for using it across GoHighLevel naming fields include:
- Place it at the beginning of the pattern so client-specific items always group together alphabetically.
- Keep any extra text short, such as – CRM, – Snapshot, or – SaaS.
- Avoid overly long or complex strings that are hard to read in menus and dropdowns.
Because these names are applied automatically for every new SaaS account, a clear structure now will save time and confusion later.
Saving and Testing Your GoHighLevel Naming Conventions
Save Your SaaS Defaults
- After updating your patterns in the Default Names section, scroll to the bottom of the SaaS Config page.
- Click Save to apply your new GoHighLevel naming conventions.
Test with a New SaaS Sub-Account
- Create a test SaaS plan or use an existing plan.
- Sign up using a test business name, such as “Demo Dental Clinic”.
- Confirm that the new sub-account, domain, and any snapshot or template names all follow the patterns you configured.
If something does not look right, return to SaaS Config > SaaS Defaults > Default Names, adjust the pattern, and save again.
Best Practices for Managing GoHighLevel SaaS Accounts
To keep your GoHighLevel agency environment clean as you grow:
- Document your final naming rules in your internal SOPs.
- Use consistent separators such as dashes (
-) or vertical bars (|). - Periodically audit newly created sub-accounts to ensure patterns are working as planned.
- Avoid manual renaming unless absolutely necessary, to keep automation predictable.
Additional Resources for GoHighLevel Users
For the original reference material used to create this guide, see the official GoHighLevel help article on customizing default naming conventions for new SaaS accounts here: GoHighLevel Help Center: Customize Default Naming Conventions for New SaaS Accounts.
If you want expert assistance with optimizing your GoHighLevel SaaS setup, funnel structure, and automation strategy, you can explore specialized consulting and implementation services at Consultevo.
By carefully configuring your SaaS defaults and naming conventions now, you will keep every new GoHighLevel sub-account organized, clear, and scalable as your client base grows.
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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