# Portal Creation
*This page walks you through the exact steps to create a new client's portal in GoHighLevel — a task that must be completed immediately upon payment and sets the foundation for their entire experience with us.*
## Portal Creation — Step-by-Step Guide
This guide walks Onboarding Specialists and other members of Customer Service through the complete process of creating a new client's portal in GoHighLevel (GHL). This must be completed within at least 30 minutes of a client's payment being received if it is during business hours.
**⏱️ Time Requirement**
Portal creation should take approximately 10–15 minutes per client. Complete this task immediately when you receive a new client notification.
## Before You Begin
Confirm you have the following information from the client's purchase record:
- ✅ Client's full name
- ✅ Client's email address
- ✅ Client's phone number
- ✅ Plan purchased (Essentials/Accelerated/Momentum)
- ✅ Mark the invoice as paid if it is a web purchase or the payment was made through CashApp or Zelle
- ✅ Add any special instructions the Dispute Team must know in Additional Information on DisputeFox
## Step-by-Step: Creating the Client Portal
### Step 1 — Verify Payment in GoHighLevel (GHL)
Once you receive a portal creation request from the closer:
1. Copy the client’s full name
2. Open **GHL (GoHighLevel)**
3. Paste the client’s name into the search bar
4. Verify that the payment has been successfully processed
5. Confirm the membership type purchased:
- Accelerated
- Essential Membership
- Momentum (6-Month Bundle)
**After verification:**
- - Mark the client with a ⭐ (star) on GHL
### Step 2 — Open Client in DisputeFox (DF)
1. Open **DisputeFox (DF)**
2. Navigate to the **Client Tab**
3. Locate the client under **Active Clients**
4. Click on the client's name
### Step 3 — Verify Client Details
1. Go to the **Account Tab**
2. Copy the client’s **First Name** (this will be used for the password)
3. Navigate to **Client Settings**
4. Confirm the membership status:
- For English-speaking clients: Essentials (Slow Delete); For Spanish-speaking clients: Essentials (Spanish Slow Delete)
- All clients: Accelerated (Accelerated)
- All clients: Momentum (6-Month Bundle)
**⚠️ Important** — Ensure this matches the membership purchased in GHL
**If Spanish-Speaking client:**
Assign the correct agreement based on the client’s plan:
[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/agreement-1.jpg)
- - **Essential (Slow Delete)** → *Spanish Essential Membership*
- **Accelerated** → *Monthly Credit Repair Agreement*
- **Momentum** → *Six Month Premium Bundle*
Portal Settings
[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/save-111.png)
1. Go to **Portal Settings**
2. Locate **Google Language**
3. Change language to **Spanish**
### Step 4 — Update SMS Settings
1. Locate **SMS References**
2. Click **Opt-Out**
### Step 5 — Update Portal Password
1. Go to **Portal Settings**
2. Click the 👁 (eye icon) to view the current password
3. Update the password using the following format: FirstName123
**💡 Rules**- No spaces
- Use only the client’s first name
- Add “123” immediately after
- E.g. Maria → `Maria123`
### Step 6 — Assign Agent
1. Under **Assigned Agent**:
- If the client is English-speaking → select **MARJORIE MERCADERO**
- If the client is Spanish-speaking → select **GIO MENDEZ**
2. Click **Save Changes**
### Step 7 — Send Credit Tracker Invitation
[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/assign-autofox.jpg)
1. Scroll to **Credit Tracker App Status**
2. Click **Send Invitation**
3. In the pop-up window:
- Click **Send** or **Save & Send**
### Step 8 — AutoFox Assignment
[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/assign-autofox.jpg)
1. Click on **AutoFox**
2. Click **Send** or **Assign**This will generate and send the client’s login credentials.
**⚠️ Important** — Double check if the onboarding email is reflected by viewing the conversation with the client on GHL
### Step 9 — Send Portal Creation Message (GHL)
[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/portal-completion-snipper.jpg)
1. Return to **GHL**
2. Send the prepared **portal creation snippet** to the client
**If Spanish-Speaking client:**
**[](https://wiki.getcrownedcredit.com/uploads/images/gallery/2026-04/spanish-comp.png)**
1. Return to **GHL**
2. Send the prepared **Spanish portal creation snippet** to the client
### Step 10 — Update Closer (Discord)
1. Open **Discord**
2. Reply to the closer’s request
3. Send: Done