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. 

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:
   • Essentials (Slow Delete)
   • Accelerated (Accelerated)
   • Momentum (6-Month Bundle)
     

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
   

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 — Log Access Confirmation

1. Once the client confirms portal access (via SMS reply, email, or call), log it in GHL:
   • Go to the contact record → Activity/Notes section
   • Add note: "Portal access confirmed by client on [date]. Client logged in successfully."
2. Update the Custom Field: Portal Status → "Active"
3. Update pipeline stage to "Portal Active — Awaiting SmartCredit Setup"

Step 8 — Create DisputeFox Profile

1. Log into DisputeFox
2. Click "Add New Client"
3. Enter the client's full name, email, phone, and start date
4. Select the appropriate dispute package (matches their plan)
5. Save the profile — do not add any dispute items yet (Dispute Team will do this after credit report pull)
6. Go back to GHL and note the DisputeFox client ID in the contact record

Step 9 — Trigger Automation (if not auto-triggered)

1. In the contact record, go to Automations / Workflows
2. Confirm the New Client Welcome Sequence has been triggered (automated email + SMS welcome series)
3. If it has NOT triggered, manually launch it by clicking "Enroll in Workflow" → select "New Client Welcome"
4. Verify the first email/SMS has been sent in the contact's Conversation tab