GoHighLevel Sub-Account Transfer

/ CRM, GHL / By

GoHighLevel Sub-Account Transfer Guide

This guide explains how to transfer a sub-account in GoHighLevel, including what moves, what breaks, and what clients see after the change. While ClickUp is often used to organize workflows, this article focuses specifically on the built-in tools inside GoHighLevel so you can complete a transfer confidently and avoid surprises.

All instructions below are based on the official GoHighLevel documentation and apply to agency accounts that manage one or more sub-accounts for clients.

What Is a GoHighLevel Sub-Account Transfer?

In GoHighLevel, a sub-account transfer is the process of moving an existing sub-account from one agency account to another. This allows you to hand off a client account, including most of its assets and configurations, without rebuilding everything from scratch.

A transfer is typically used when:

  • A client wants to manage their own GoHighLevel account under a different agency.
  • You are selling or handing off a specific client to another agency.
  • You want to consolidate sub-accounts under a new primary agency account.

Key Behaviors During a GoHighLevel Transfer

Before you initiate a transfer, you must understand what happens to data, assets, and access. The GoHighLevel platform handles most items automatically, but some elements will break or need to be recreated.

What Happens to Existing Assets in GoHighLevel

When a sub-account is transferred between GoHighLevel agencies, most of the core assets are preserved. For example:

  • Contacts and Conversations: Contacts, messages, and communication history remain inside the sub-account.
  • Pipelines and Opportunities: Pipelines, opportunity stages, and opportunity records stay intact.
  • Funnels and Websites: Funnel steps, pages, and site structures are retained.
  • Workflows and Campaigns: Automations and their logic remain in the sub-account, but may need reconnection to integrations or numbers.
  • Calendars: Calendar configurations and associated booking links move with the sub-account.

Even though most items stay in place, it is crucial to verify all high-impact assets after the transfer to ensure they are still functioning correctly.

What Breaks or Needs Reconfiguration in GoHighLevel

Certain pieces of data in GoHighLevel are tied directly to the original agency account. When you transfer a sub-account, these items may disconnect or stop working and need to be rebuilt under the new agency:

  • Phone Numbers: Numbers assigned under the original agency’s Twilio or LC Phone setup will not carry over as active numbers for the new agency.
  • SMTP and Email Services: Email sending configurations connected to the previous agency may break and must be reconfigured by the new agency.
  • Integrations: External integrations (for example, some third-party tools or APIs) that were authorized under the original agency will usually require new authorization.
  • Agency-Level Settings: Any feature that depends on the original agency’s global settings will need review and likely needs to be reset.

Make a checklist in advance so you can quickly verify all critical functions in the new GoHighLevel environment after the transfer completes.

Client and User Visibility in GoHighLevel

Understanding what your client sees throughout the process helps you plan communication and timing.

What Clients See Before and After the Transfer

From the perspective of a client or team member who logs into the sub-account, the core layout of GoHighLevel will look familiar after the transfer. However, there may be short periods when some actions do not work until settings are reconnected by the new agency.

Typical client-facing behavior includes:

  • Login Access: User logins for the sub-account remain valid unless changed by the receiving agency.
  • Ongoing Conversations: Clients can still view existing conversations, but sending new messages may fail if phone numbers or email services have not yet been reconfigured.
  • Booking and Forms: Links to forms, surveys, and calendars may appear to function, but email/SMS notifications can fail until the new provider completes setup.

For a smooth experience, coordinate the transfer window during lower-traffic hours and notify your client about the brief transition period.

Pre‑Transfer Checklist for GoHighLevel Agencies

Before you start the sub-account transfer inside GoHighLevel, both the current agency and the receiving agency should prepare.

Steps for the Current Agency Owner

  1. Confirm Ownership and Permissions: Ensure you have full control over the sub-account and are authorized to transfer it.
  2. Audit Critical Assets: Review pipelines, workflows, phone numbers, and email settings so you know exactly what will be affected.
  3. Communicate With the Receiving Agency: Share a list of all important workflows, funnels, and integrations that need to be checked after the transfer.
  4. Notify the Client: Inform the client about the upcoming move inside GoHighLevel and provide a time window and expected impact.

Steps for the Receiving GoHighLevel Agency

  1. Prepare Phone and Email Infrastructure: Set up LC Phone or Twilio and your email sending domains in advance.
  2. Plan New Integrations: Decide which third-party tools you will reconnect and ensure you have logins and API keys ready.
  3. Allocate Staff: Assign a team member to run through post-transfer checks as soon as the sub-account appears under your GoHighLevel agency.

How to Start a Sub-Account Transfer in GoHighLevel

The actual transfer process is initiated from the agency side. Follow these high-level steps based on the official GoHighLevel support instructions.

Initiate the Transfer From the Current Agency

  1. Log in as the Agency Admin: Access your GoHighLevel agency dashboard using an admin account.
  2. Open the Sub-Accounts Area: Navigate to the list of sub-accounts under your agency.
  3. Select the Sub-Account to Transfer: Identify the exact sub-account you want to move.
  4. Start the Transfer Process: Use the transfer option provided in the GoHighLevel interface. You will typically need the email or identifier of the receiving agency.
  5. Confirm the Transfer: Review any prompts or warnings, then confirm that you wish to proceed.

For detailed step-by-step screenshots and any current interface changes, always refer to the official guide at the GoHighLevel sub-account transfer documentation.

Accepting the Sub-Account in the New GoHighLevel Agency

  1. Log in to the Receiving Agency: The new agency owner should sign into their GoHighLevel agency dashboard.
  2. Locate the Pending Transfer: Go to the sub-accounts area to find any incoming transfers.
  3. Review the Incoming Account: Confirm that the sub-account name and details match what you expect.
  4. Accept the Transfer: Approve the incoming sub-account so it becomes part of your agency.

After acceptance, the sub-account will appear under the new agency, and you can begin reconnecting key services.

Post‑Transfer Tasks in GoHighLevel

Once the sub-account transfer is complete, the receiving agency should perform a structured review to ensure everything is working as intended.

Reconnect Phone, Email, and Integrations

  • Set Up Phone Numbers: Assign new numbers using your own LC Phone or Twilio configuration and map them to the correct workflows and pipelines.
  • Reconfigure Email Sending: Verify sending domains, SMTP, and any email services so campaigns and automations can send messages again.
  • Reauthorize Integrations: Reconnect third-party integrations that were previously authorized in the former GoHighLevel agency.

Test Automations and Client Journeys

  • Run test submissions through key forms and funnels.
  • Verify that SMS and email messages are delivered successfully.
  • Check calendar bookings and notifications.
  • Confirm that pipeline automation still moves opportunities correctly.

Best Practices for Managing GoHighLevel Transfers

To minimize disruption during a GoHighLevel sub-account transfer, follow these best practices:

  • Schedule During Off-Peak Hours: Choose a time when your client has minimal live traffic.
  • Keep a Written Checklist: Use a task tool or document to track each post-transfer step.
  • Document Your Settings: Before initiating the transfer, take screenshots or export settings where possible for reference.
  • Provide Clear Client Communication: Explain what will change, what will not, and who to contact if issues appear.

Additional Resources for GoHighLevel Users

If you need more strategic help implementing or scaling processes around sub-account management in GoHighLevel, you can explore consulting and implementation resources at Consultevo.

For the most up-to-date, official instructions on the sub-account transfer process, including any interface updates or policy changes, always refer directly to the original GoHighLevel help article at this support page.

By following the steps and checklists in this guide, agency owners and admins can handle sub-account transfers in GoHighLevel with confidence, maintain client trust, and quickly restore all essential automation and communication features under the new agency account.

Need Help With ClickUp?

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

Scale GoHighLevel

“`