What is a sub-account in Agent Studio?#
A sub-account is a complete CRM that belongs to one client location and is run by your agency. It has its own contacts, pipelines, calendars, payments, automations and team, so nothing from one client ever shows up in another client's lists.
GoHighLevel calls these sub-accounts too (older docs say locations). Vendasta calls a client business an account. Same idea here: one client, one workspace, and your agency sits above all of them.
| Lives inside the sub-account | Your agency controls |
|---|---|
| Contacts, companies, tasks and notes | Creating, pausing, archiving and deleting the account |
| Pipelines and opportunities | Which connections it sends through |
| Conversations, calendars and appointments | Its plan, caps and usage rebilling on Plans |
| Invoices, payment links and subscriptions | Snapshots pushed into it |
| Forms, sites, funnels, reviews and social posts | The workflows its automations run, kept in your builder |
| Its own team of Admins and Users | Which of your staff can open it |
How do I add a sub-account for a new client?#
Press Add sub-account on Agency → Sub-accounts, fill in the location details, and pick its connections. The account is live as soon as you save.
Set up a client sub-account
Step 1: Open the Add sub-account form
Go to Agency → Sub-accounts and press Add sub-account. If the client is already in your agency list, pick it under Linked client and the name and website fill in for you.Add sub-accountStep 2: Enter the location details
Add the Location name, website, phone, street address and time zone. The time zone drives every booking, reminder and report in that account.Step 3: Choose the connections it uses
Under Connections this location uses, set Email (Resend), Payments (Stripe) and Text messages (Twilio) to Your default, a specific connection, or None. Share texting numbers, review sites and social accounts with the location in the same form.Open CRM settingsStep 4: Load your best setup
Push a snapshot into the new account so it starts with your pipelines, forms, calendars, sites and workflows instead of a blank screen.Open SnapshotsStep 5: Invite the client's team
Press Open on the sub-account card, then invite the client's people from Settings → Team with the areas each person needs.Open Team
How do I switch between client accounts?#
Use the account switcher at the top of the CRM, or press Open on any active or paused sub-account card. Your agency opens them as their owner, and Reactivate on the card brings a paused or archived client back in one press.
- Your staff see the sub-accounts you granted them under Your agency's sub-accounts in the switcher. Set that up in team roles.
- Agency pages such as Sub-accounts, White label, Plans and the roll-up report live in your own account. Opening one from inside a client takes you one step back to your agency.
- A client Admin opens Automations → View workflows to see, step by step, the workflows their account runs from your builder.
Can I automate client onboarding?#
Yes. Creating, pausing and setting up sub-accounts are workflow steps, so onboarding runs itself the way you design it.
| Piece | What it does |
|---|---|
| Sub-account created trigger | Starts a workflow the moment a new client account exists |
| Sub-account paused, archived or reactivated trigger | Reacts to status changes, for example a win-back task |
| Manage Sub-account step | Creates an account, sets its status, changes its plan or loads a snapshot |
| Load Snapshot into Sub-account step | Pushes your setup into the new account |
| Invite Team Member step | Emails the client's first user an invite with the areas you choose |
| Onboard a new sub-account starter | One click adds a kick-off task workflow to your builder from Plans |
What happens when I pause, archive or delete a client?#
Each status does one clear thing, and you can reactivate a paused or archived account from its card.
| Status | What happens |
|---|---|
| Active | Everything runs: pages, bookings, payments and automations |
| Paused | Automations hold and public pages show "This page is temporarily unavailable" until you press Reactivate |
| Archived | Same hold as paused, and the card moves out of your working list |
| Deleted | You download the full export, type the account name, and the account and its records are purged |
Delete appears on archived cards. The export is every record in one JSON file, with credentials removed, and it must be from the last 24 hours. Take a client off its plan before deleting so billing ends cleanly.
Load a ready setup into each new sub-account with snapshots, and control who opens it in team roles.