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: 
 
 Copy the client’s full name 
 Open GHL (GoHighLevel) 
 Paste the client’s name into the search bar 
 Verify that the payment has been successfully processed 
 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) 
 
 Open DisputeFox (DF) 
 Navigate to the Client Tab 
 Locate the client under Active Clients 
 Click on the client's name 
 
 Step 3 — Verify Client Details 
 
 Go to the Account Tab 
 Copy the client’s First Name (this will be used for the password) 
 Navigate to Client Settings 
 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: 
 
 
 
 
 Essential (Slow Delete) → Spanish Essential Membership 
 Accelerated → Monthly Credit Repair Agreement 
 Momentum → Six Month Premium Bundle 
 
 
 
 Portal Settings 
 
 
 Go to Portal Settings 
 Locate Google Language 
 Change language to Spanish 
 
 Step 4 — Update SMS Settings 
 
 Locate SMS References 
 Click Opt-Out 
 
 Step 5 — Update Portal Password 
 
 Go to Portal Settings 
 Click the 👁 (eye icon) to view the current password 
 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 
 
 Under Assigned Agent :
 
 If the client is English-speaking → select MARJORIE MERCADERO 
 If the client is Spanish-speaking → select GIO MENDEZ 
 
 
 Click Save Changes 
 
 Step 7 — Send Credit Tracker Invitation 
 
 
 Scroll to Credit Tracker App Status 
 Click Send Invitation 
 In the pop-up window:
 
 Click Send or Save & Send 
 
 
 
 Step 8 — AutoFox Assignment 
 
 
 Click on AutoFox 
 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) 
 
 
 Return to GHL 
 Send the prepared portal creation snippet to the client 
 
 If Spanish-Speaking client:  
 
 
 Return to GHL 
 Send the prepared Spanish portal creation snippet to the client 
 
 Step 10 — Update Closer (Discord) 
 
 Open Discord 
 Reply to the closer’s request 
 Send: Done