6:24सारांश. This tutorial covers how to transfer a GoHighLevel sub-account to a brand new independent agency using the eject feature. It explains how to initiate the transfer, nominate a new agency owner, track the transfer status, and understand what assets carry over and what does not. It also covers the nominee's setup steps and notes specific requirements for HIPAA-enabled sub-accounts.
स्टेप
Open the sub-account and initiate transfer
Go to Sub Accounts on the left, find the sub-account you want to transfer, click the three dots, and select Manage Client. In the window that opens, click the Actions dropdown and choose Transfer Sub Account.
Select Eject to New Agency
Choose the option to eject to a new agency (as opposed to transferring to an existing one). This creates a fresh standalone agency for the nominated owner.
Nominate the new agency owner
Select a user from within the sub-account to become the new agency owner. This person will receive an email with a signup link for a $97 per month plan. Click Next when ready.
Confirm the transfer
Review the sub-account ejection guidelines, click Confirm Transfer, and enter your password to authorize the action. An email is sent to the nominee immediately.
Track the transfer status
Go to Sub Accounts, click Sub Account Transfer, and open the Eject tab. Here you can see the sub-account name, receiving agency, request date, and current status.
