How to Set Default Phone Preferences for New Sub-Accounts in GoHighLevel
When you manage multiple workspaces across platforms like ClickUp and GoHighLevel, it helps to standardize how new locations are created. In this guide, you will learn exactly how to configure default phone preferences for every new sub-account inside GoHighLevel, based directly on the official settings page.
By correctly setting these phone defaults, you make sure new locations have the right numbers, routing, and call handling without needing manual setup each time.
Where GoHighLevel Phone Defaults Are Configured
The default phone preferences for new sub-accounts are controlled from the agency level. These settings determine what happens the moment a new location is created.
To open the configuration area in GoHighLevel:
- Log in to your GoHighLevel agency account.
- Go to the Agency View (not an individual sub-account).
- Open the Settings section.
- Locate the options for Sub-Account Defaults or Phone configuration for new locations.
All the options you see there apply automatically every time a new sub-account is created from your agency.
Understanding GoHighLevel Default Phone Preferences
The default phone preferences decide how GoHighLevel will behave for fresh sub-accounts regarding phone numbers and call routing. The main goal is to avoid manual configuration and ensure that every new location can start using calls and messaging immediately.
The settings from the official GoHighLevel documentation cover several aspects:
- Automatic number creation rules
- Area code preferences
- Country-specific defaults
- Call routing and forwarding behavior
- How new phone records are attached to sub-accounts
Each of these items is handled once at the agency level instead of re-creating the same setup for every location.
Step-by-Step: Configure GoHighLevel Phone Defaults
Follow these steps to configure the default phone behavior for new sub-accounts in GoHighLevel:
1. Open Agency Settings in GoHighLevel
- Sign in to your GoHighLevel agency dashboard.
- Make sure you are in Agency View, not a specific location.
- Click on Settings from the left-hand navigation.
The phone default configuration is part of the global agency setup that impacts all newly created sub-accounts.
2. Locate Default Phone Preferences
- Inside Settings, find the category related to Sub-Account Defaults or Phone.
- Open the area that mentions default phone preferences for new sub-accounts.
This section is specifically designed to control what happens the moment a new location is added to your GoHighLevel agency.
3. Set Automatic Phone Number Behavior
The system can automatically handle number provisioning when a new sub-account is created. Based on the official guidance, configure:
- Auto-create phone number: Enable or disable whether GoHighLevel should automatically create a phone number for every new sub-account.
- Area code or region: Select the preferred area code or region that phone numbers should use by default.
- Country: Choose the default country from which numbers will be purchased for new sub-accounts.
These settings ensure numbers are ordered consistently without needing to go into each new location and purchase them manually.
4. Define Call Routing Defaults in GoHighLevel
Once a number is created for a new sub-account, GoHighLevel also needs to know how those calls are handled.
In the default preferences section, configure options such as:
- Default forwarding number: Decide if inbound calls should forward to a specific number by default.
- Call handling rules: Set whether calls ring users, teams, or a designated number once the sub-account is created.
- Voicemail or fallback: Choose what happens if calls are not answered under the default configuration.
These routing options save time by giving every new location a working call flow as soon as it is created.
5. Save and Test a New Sub-Account
- After adjusting the options, click Save in your GoHighLevel settings.
- Create a new sub-account from the agency view.
- Check that a phone number is created (if auto-creation is enabled).
- Verify the number’s country, area code, and routing match your new defaults.
This quick test confirms your default phone preferences are correctly applied to each new location.
Best Practices for GoHighLevel Phone Defaults
When you standardize phone preferences in GoHighLevel, follow these practical tips:
- Match client geography: Pick area codes and countries your clients actually operate in to build local trust.
- Keep routing simple: Use one clear default call path, then customize per location if required.
- Document your standard: Record your agency’s default phone policy so team members create sub-accounts consistently.
- Review regularly: As your agency grows into new regions, revisit GoHighLevel phone defaults and adjust area codes or countries.
When to Update GoHighLevel Phone Preferences
You should update the default phone settings in GoHighLevel when:
- You start serving clients in a new country or time zone.
- Your internal support or sales teams change phone routing requirements.
- You need new standard area codes for branding or compliance.
- You want new sub-accounts to start with different forwarding or voicemail behavior.
Any change you make at the agency level only affects new sub-accounts created after that change. Existing locations keep their current phone configuration unless you adjust them individually.
Learn More About GoHighLevel and Agency Operations
If you want help designing consistent processes, integrations, and automation around GoHighLevel, you can explore agency-focused resources at Consultevo. Combine strong defaults in your CRM with clear SOPs in tools like ClickUp or other project management platforms, and you will reduce onboarding time for every new client account.
For the most precise and official reference about these options, always review the live GoHighLevel default phone preferences documentation, as the platform updates may add new fields or behaviors over time.
Once you configure these defaults correctly, every new sub-account in GoHighLevel will have consistent, reliable phone settings from day one, leaving your team free to focus on campaigns and client results instead of repetitive setup work.
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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