Onboarding
Sub-account
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Registration type

Pick a registration type to begin

Pick a sub-account to begin

Custom values load from the selected sub-account.

Pick a sub-account to begin

1
Business Identity
Name & primary contact
2
Business Address
Used on the GHL Business Profile
3
Snapshot
Onboarding template applied at creation
4
Configure Rebilling & Reselling
Manual step — open the sub-account in GHL and toggle two switches

Once the sub-account opens, do the following:

  • Go to the Rebilling tab → click Enable Rebilling (markups stay at the default 0% if pre-staged).
  • Go to the Reselling tab → make sure every reselling toggle is OFF.
5
Create User
Add a user with access to a sub-account

Min 8 characters.

Default: User role with the standard sub-account permission preset, assigned data only.

6
Create Tracker Sheet
Copy the onboarding template into the configured Drive folder
7
Send Contact to Phone
Telegram bot sends a .vcf — open it on your phone
1
Connect Meta Ads → Delivra Sync
Pick the sub-account, the ad account and the Facebook Page — the sheet resolves itself. One click connects the sync and grants tagging access on both assets.

Type to search by client name — picking resolves the act_ id.

The Page the client's ads post as — tagging needs advertiser access on it.