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 — LogSend AccessCredit ConfirmationTracker Invitation

1. OnceScroll to Credit Tracker App Status

• GoClick toSend theor contactSave record& → Activity/Notes section

Step 8 — CreateAutoFox DisputeFox ProfileAssignment

1. LogClick intoon DisputeFoxAutoFox
2. Click "AddSend Newor Client"Assign
3. Enter

   This will generate and send the client'client’s fulllogin name,credentials. email,

   phone,
   ⚠️ andImportant start date—
4. SelectDouble check if the appropriateonboarding disputeemail packageis (matchesreflected theirby plan)

Step 9 — TriggerSend AutomationPortal Creation Message (if not auto-triggered)GHL)

1. In the contact record, goReturn to Automations / WorkflowsGHL
2. ConfirmSend the prepared Newportal Clientcreation Welcome Sequencesnippet hasto beenthe triggeredclient
   

Step 10 — Update Closer (automatedDiscord)