The Essential Guide to GoHighLevel Account Transfers

So, you're ready to take the reins and move your GoHighLevel sub‑account from a white‑label agency to your very own GoHighLevel Direct account? That's fantastic! It's a bit like upgrading from renting a furnished apartment to owning your dream home. You get more control, more freedom, and a direct line to the main landlord.

This guide is designed to make that transition as smooth as a fresh jar of peanut butter. We’ll walk through exactly what happens, what comes with you, what you'll need to set up again, and the simple steps to ensure a seamless "eject" (that's the official term for this kind of transfer, but let’s just call it moving house for now).

The Golden Rule of GoHighLevel Transfers: It's All About Approval

Before you even think about packing virtual boxes, there’s one absolutely critical piece of information you need to know: Only the white‑label agency owner who currently manages your sub‑account can initiate this transfer.

GoHighLevel itself confirms this: your sub‑account is considered their customer. So, if your current agency isn't on board, GoHighLevel can't step in and move it for you. This means your first and most important step is always to have a friendly chat with your current agency. Think of it as getting your current landlord’s blessing before you buy your own place.

Step 1: Chat With Your Current White‑Label Agency

This isn't just a courtesy; it's a necessity for a smooth transition. Reach out to the agency owner or their support team and let them know your plans. To make sure you're both on the same page and avoid any surprises, ask these three key questions:

• Timeline: "How long does a sub‑account transfer usually take on your end?" This helps you plan your migration window.

• Process: "Is there anything specific you need from me to initiate the transfer?" Some agencies might have their own internal forms or steps.

• Billing: "When will my billing with your agency stop?" This is crucial to avoid double charges or service interruptions.

Getting these answers upfront will prevent headaches later and ensure everything flows like a well‑oiled machine.

Step 2: Set Up Your GoHighLevel Direct Account

Once you've got a clear picture from your current agency, it's time to create your new home base. You'll need to set up your own GoHighLevel Direct account.

Click here to buy your GHL direct account.

Sign up using your own business or personal details. Make sure you choose a plan that fits your needs (the Starter plan is the minimum requirement). Complete the billing setup to activate your account. Don't worry about building anything yet. Your existing sub‑account will be transferred right into it, bringing all its goodies along.

Step 3: Locate Your GoHighLevel Relationship ID

This ID is like your new home's address, telling the system exactly where your sub‑account should land. It's easy to find:

1. Log in to your brand‑new GHL Direct account.

2. Look for the "?" icon in the top‑right corner and click it.

3. Your unique Relationship ID will be clearly listed there.

Jot this down; you'll need to give it to your current white‑label agency.

Step 4: Ask Your Agency to Initiate the Transfer

With your new GHL Direct account ready and your Relationship ID in hand, it’s time to send the signal.

Email or message your current agency with the following information:

• Confirm that you’ve created your GHL Direct account.

• State clearly that you'd like your sub‑account to be "ejected" or transferred.

• Provide your Relationship ID.

• Share the email address you used to sign up for your GHL Direct account.

• Remind them of the exact name of the sub‑account they will be transferring.

They'll handle the actual transfer from their end. You can sit back, relax, and maybe grab a coffee while GoHighLevel works its magic.

What Comes Along for the Ride (The Good News!)

When your sub‑account makes its grand entrance into your GHL Direct account, here’s what automatically transfers with it:

• Websites & Funnels: All your beautifully designed pages, funnels, and their underlying structures. Phew!

• Assets: Images, media, and files linked to your funnels or sites.

• Workflows & Automations: All your carefully crafted automations and triggers will transfer, usually set to draft mode so you can review them before reactivating.

• Pipelines & Opportunities: Your sales pipeline stages and all existing opportunities.

• Forms & Surveys: Every form and survey you've created.

• Calendars: Your calendar configurations are safe.

• Contacts: Your entire list of precious contacts.

• Custom Fields & Tags: All the organizational magic you’ve set up within the sub‑account.

Basically, the entire structure and all your hard work on your digital presence come along. You won't be rebuilding your foundation.

What You'll Need to Reconnect (Your Personal Touch)

Think of this part like moving into a new house. The house is there, all your furniture is inside, but you still need to reconnect the utilities. Some items require your personal credentials or API keys, so they can't magically reconnect themselves. After the transfer, you'll need to review and set these up:

• Domains: You'll need to check your DNS settings and re‑enable SSL certificates if required.

• Email Sending: Reconnect your chosen email provider (Mailgun, SMTP, etc.) and re‑add your sending and tracking domains.

• Phone Numbers & SMS: Reconnect Twilio or LC Phone and make sure your number is funded and active.

• Third‑Party Integrations: This includes critical connections like Stripe, Zoom, Google (Gmail, Calendar, My Business), Facebook/Instagram, and any Zapier, Make, or Pabbly connections.

• Users & Permissions: Double‑check that everyone who needs access still has it, with the correct permission levels.

• Branding: If your agency had their branding, you might want to update logos, colors, and company information to truly make it yours.

Test Everything After the Transfer

Once the transfer is complete and you’ve reconnected all the essentials, it's time for a thorough system check. You wouldn't move into a new house without testing the plumbing, right?

• Submit test forms on your website and funnels.

• Send yourself test emails and SMS messages.

• Book a test appointment on your calendar.

• Trigger a few workflows to confirm they fire exactly as expected.

If something isn't working, don't panic! It’s almost always related to those reconnection steps (email, phone, domain, or integration settings), not the transfer itself. A little troubleshooting here will get you fully operational.

Your Quick Checklist for a Smooth GoHighLevel Move

1. Talk to Your Agency: Confirm their timeline, process, and billing.

2. Create Your GHL Direct Account: Click here to get started!

3. Find Your Relationship ID: In your new GHL account, click the "?" icon.

4. Initiate the Transfer: Give your agency your Relationship ID and new account email.

5. Reconnect the Utilities: Domains, email, phone, and third‑party tools.

6. Test, Test, Test: Ensure everything is running perfectly.

If you’d like some personalized guidance, or if you get a timeline from your agency and want help planning the smoothest transition window, I'm here to help.

email [email protected]