Onboarding Your Client's Through GHL with EZ Onboarding

When you're ready to setup an account for yourself or for clients, here's how to onboard a new account.

NOTE: If you are using GHL, first you must create your UpHex custom menu link in GHL. This article will walk you through how to set that up!

Full Video Walkthrough:

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Step By Step Guide

Start in GHL by going to your client's sub account, and then selecting your UpHex custom menu link. (Don't have a custom menu link? No sweat! Setup instructions here)

After your client enters their business name, they will go through a full, guided onboarding flow.

This flow walks them step-by-step through connecting the right accounts and assets.

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Step 1: Connect Facebook or Google

Clients will be asked to connect either:

- Facebook
and/or
- Google

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Step 2: UpHex Pulls All Their Ad Account Assets

Once they log in with Facebook or Google, UpHex will automatically pull:

- All existing Facebook/Google Ad Accounts
- All existing Facebook Pages
- Any Business Managers they are part of

This makes it easy for them to simply select the right assets and keep going.

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Step 3: Create New Facebook Assets -- Right Inside UpHex

If your client does not have what they need, they can now create it directly inside UpHex:

- Create a brand-new Ad Account
- Create a brand-new Business Manager
- Create a brand-new Facebook Page

Note about Facebook Pages

Facebook does not allow page creation fully inside UpHex.

So we:

1. Redirect the client to Facebook to finish creating the page

2. Provide a step-by-step instructional video so they don't get stuck

Once it's created, they come right back into UpHex to finish onboarding.

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Step 4: Select + Save Assets

After everything is connected or created, clients simply:

1. Choose the Page

2. Choose the Ad Account

3. Click Save

From there, UpHex opens right into their HighLevel account, and they are ready to go.