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Onboarding

The first-time onboarding flow helps you connect GoHighLevel and prepare sub-accounts (locations). The exact steps depend on how your agency configured WhatGHL.

Flow diagram (placeholder)​

Placeholder — onboarding flow GHL ↔ WhatGHL

Placeholder — replace with your agency’s onboarding diagram or a branded illustration.

Typical steps​

  • Confirm or complete your organization details.
  • Authorize or connect your GHL agency (pop-ups allowed).
  • Import or select locations that will become sub-accounts in WhatGHL.

If you get stuck​

  • Allow pop-ups for the WhatGHL site.
  • Use a GHL user that can install or authorize apps for the agency.
  • If a step fails, go back to Agencies or Sub Accounts later and retry the connection from there.

After onboarding​

You can open Sub Accounts to configure WhatsApp, AI, translation, and other tabs per location. See Sub-account settings tabs.