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:
   • 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)
     

If Spanish-Speaking client: 

Assign the correct agreement based on the client’s plan:

Portal Settings

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 — Send Credit Tracker Invitation

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

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)

1. Return to GHL
2. Send the prepared portal creation snippet to the client
   

If Spanish-Speaking client: 

Step 10 — Update Closer (Discord)

1. Open Discord
2. Reply to the closer’s request
3. Send: Done