Agency Onboarding

It would be great to be able to create your own user onboarding checklist specific to your business. I have a Flowvu account which has this option - I have an image attached to show an example of what it could look like.

We have multiple sub accounts created when the customers payment fails, once it goes through their accounts are activated, but now we are stuck with multiple sub accounts for the same customer, could we get the ability to merge sub accounts like we merge contacts.

Would be nice to have the ability to change the logo in each sub account. Would be a nice touch to provide even better experience for clients.

ENGLISH Current Problem: Currently, all sub-accounts under one agency log in through the same main agency domain (e.g., app.myagency.com or app.gohighlevel.com ). This breaks the white-label experience, as the end-client (sub-account) always sees our agency's URL, not their own. Proposed Solution: I suggest implementing the ability for each sub-account to map their own custom sub-domain (via CNAME) to access the application backend. How it would work: Agency Setting: The agency would enable this feature. Sub-Account Setting: Inside the sub-account settings, there would be a "Custom App Domain" option. Mapping: The sub-account user could map a CNAME (e.g., app.theircompany.com ) to the GHL system. Login Experience: When the client visits app.theircompany.com , they would see the login page featuring their own sub-account's specific branding (logo, colors) , not the agency's or GHL's. Main Benefit: This would provide the ultimate "true white-label" experience. It allows agencies to sell GHL as a genuinely custom SaaS solution for each client. It reduces client confusion, builds trust in the platform, and dramatically increases the perceived value of our offer. _________________________________________________________________________________________ ESPAÑOL Problema Actual: Actualmente, todas las subcuentas de una agencia inician sesión a través del mismo dominio principal (ej. app.miagencia.com o app.gohighlevel.com ). Esto limita la experiencia de marca blanca, ya que el cliente final (la subcuenta) siempre ve la URL de nuestra agencia, y no la suya propia. Solución Propuesta: Me gustaría sugerir que cada subcuenta pueda configurar su propio sub-dominio personalizado (vía CNAME) para acceder al backend de la plataforma. Cómo funcionaría: Configuración de Agencia: La agencia habilitaría esta función. Configuración de Subcuenta: Dentro de la configuración de la subcuenta, habría una opción para "Dominio de Aplicación Personalizado". Mapeo: El usuario (cliente de la subcuenta) podría mapear un CNAME, por ejemplo, app.suempresa.com para que apunte al sistema de GHL. Experiencia de Login: Cuando el cliente visite app.suempresa.com , verá la página de inicio de sesión con el branding (logotipo y colores) específico de su propia subcuenta , no el de la agencia ni el de GHL. Beneficio Principal: Esto llevaría la marca blanca al nivel más alto posible. Permitiría a las agencias vender GHL como una solución SaaS verdaderamente personalizada para cada cliente. Reduce la confusión del cliente, aumenta la confianza en la plataforma y eleva drásticamente el valor percibido de nuestra oferta.

interactive onboarding to explain each feature in a short pop up bubble

Create a built in project manager that has a forward facing interface for the client.

It would be great to have Dashboards powered by the familiar Content Block Editor and the ever-adaptable dynamic options. This provides a super-flexible framework that can support a wide range of planned development that includes new blocks designed to enhance a variety of dynamic Dashboard functionalities, especially if we can customize it. Check this Company out Https://app.suitedash.com . They have customizable Portals and client dashboards that are separate from the CRM. I have different products, and I would love to offer my clients customizable experiences with upgrade options and access to other features in a drag & drop builder. Customizable client Portal Pages that can be created, filled with information and resources (images, useful links, etc.), and assigned to Contacts and/or Staff Members. You can use Portal Pages to share information, display announcements, videos, charts, and much more again with the drag and drop builder to create custom UX Portal Pages can be accessed by any User who is assigned to it. You can assign users by Role, Circle, or individually. Multiple users viewing the Portal Page will see the same thing, except that any Dynamic Data Placeholders used will generate unique, personalized information.

I recently found out that when an agency goes out of business and is no longer a GoHighLevel customer, all of their sub-accounts are still locked with the defunct agency. I was speaking with a prospect who wanted to migrate from a now closed down agency account and the agency owner is unresponsive. They are unable to transfer without acknowledgment from the agency... which means they have effectively lost access to all of their business assets, contacts, etc. When an agency goes out of business, sub-accounts should be able to request transfers without permission of the closed agency. The fact that they cannot poses a massive risk to their business.

Hey GHL team! You guys have outdone yourselves in the latest service menu addition and I'm loving it. I found a crucial issue which seems to be happening on most mobile devices currently. After 1 service is added and you click to add another service, the mobile scroll is not working and only displays the top of the page without allowing the user to find the other additional add ons or services. See the attached image where I have the page scrolled up with one item in the cart. This is pretty urgent for some of my clients who make a bulk of their $$$ off addons. Thank you and hope this can be solved soon. Cheers Team!

Dear Sir, I do love suggestion to add CSS Code Customization for Each individual subaccount. So each business owner will capable customize according his own brand color.