REFERRAL PARTNER SETUP SUMMARY

Use this page to confirm client details and finish phone setup.

Last updated:

Client Details

Sub Headline

First Name:

Last Name:

Email:

Phone:

Business Name:

Website:

Your paragraph text goes here

Subaccount Details

Sub Headline

Subaccount ID:

Status:

Account Manager:

Created:

Phone System Link: https://app.gohighlevel.com/v2/location//settings/phone_system?tab=manage

Notes:

Subaccount Link: https://app.gohighlevel.com/v2/location//settings/phone_system?tab=manage

Utilities & Troubleshooting

Need to restart onboarding?
Opens the onboarding form (same URL as Resubmit button).

  • Subaccount ID missing: wait 60 seconds and refresh
  • Phone system page fails: copy the Subaccount ID and open the Phone System button again