Creating your agency
Installing the app as an agency from the GoHighLevel Marketplace creates the agency for you (see GoHighLevel). You can also open Agency and fill in Create your agency: an Agency name and a Billing currency. The currency cannot be changed later. A Shopify store’s account cannot run an agency.Clients
Your clients are your GoHighLevel sub-accounts that carry the app. Each one appears under Clients on its own once the app is on it; there is no button to add a client by hand. Plans and invoices are set in GoHighLevel’s Marketplace. Above the list, Whappy tells you when:- sub-accounts in GoHighLevel have no app yet. Install it where Whappy should run, and they appear here.
- a sub-account has the app but is not set up yet. Try again in a few minutes.
- clients have nothing running yet (Nothing running on their row). Use the row menu to copy a campaign.
Working inside a client
Click Enter on a client’s row. The dashboard switches to that client’s account and a banner shows Managing: and the client’s name. Click Back to agency to leave. Inside a client, Integrations offers WhatsApp, Instagram, the CRM, Meta Ads, Webhook and Make. Calendars, Zapier and Shopify are not offered: the client’s calendars and automations come from GoHighLevel.Row actions
Owners and admins also have a menu on each row:Team
The Team tab lists who works in the agency, as Owner, Admin or Member. Every member can see the clients and enter them. Owners and admins also manage clients, billing and the team. To add someone, enter the email of their Whappy account, pick a Role and click Add. A removed member loses access to every client account.The CRM’s name in client accounts
By default, a client account an agency manages does not name GoHighLevel. The integration is called CRM, its page lives at/integrations/crm, and its messages say “CRM” too. The option to connect with a private token, which walks through GoHighLevel’s own settings screens, is hidden.