Onboarding
Sub-account
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Registration type

Pick a registration type to begin

Use the toggle above to choose how you're applying for A2P 10DLC — as a Sole Proprietor or a Registered Business. The form below changes based on your choice.

Pick a sub-account to begin

Once selected, drop a master photo and crop it independently into Realtor Photo, Sub-Account Logo, and User Profile Photo.

1
Business Identity
Name & primary contact
2
Business Address
Used on the GHL Business Profile
3
Snapshot
Onboarding template applied at creation

Defaults to the agency's standard onboarding snapshot. You can override per 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 chars. The user will be able to change this on first login.

Default: User role, assigned data only. Standard sub-account preset — Contacts, Conversations, Opportunities (+ lead value & bulk actions), Dashboard view, Sub-Account Billing manage.

6
Create Tracker Sheet
Copy the onboarding template into the configured Drive folder