Practical GoHighLevel guides for agencies and operators: workflows, SaaS mode, funnels, CRM and automation, written by Dr Priya Jaganathan, a GoHighLevel Certified Admin.
Dr Priya JaganathanGoHighLevel client reporting: the monthly agency report I build in every sub-account - metrics, dashboards, template and review call agenda (2026).
Dr Priya JaganathanGoHighLevel Launchpad guide for agencies: when to show or hide it, permission controls by plan and role, and a day-one client sub-account setup.
Dr Priya JaganathanGoHighLevel workflow version history explained: what it captures, how to restore a previous version safely and the change control that stops broken automations.
Dr Priya JaganathanGoHighLevel Marketplace apps in 2026: install scopes, billing models that scale per sub-account, and how to vet an app before it touches client data.
Dr Priya JaganathanGoHighLevel SaaS Mode plan upgrades and downgrades: Stripe proration, what changes on the sub-account, what never reverses, and a safe plan-change SOP.
Dr Priya JaganathanGoHighLevel domain and DNS setup for funnels in 2026: root vs subdomain, correct records, SSL failures, Cloudflare traps and a troubleshooting table.
Dr Priya JaganathanGoHighLevel sub-account transfer explained for 2026: how location ownership moves between agencies, what transfers, what breaks, and the offboarding checklist.
Dr Priya JaganathanGoHighLevel custom menu links explained: add your own sidebar items to sub-accounts, choose iframe or new tab, scope by role and roll out across an agency.
Dr Priya JaganathanGoHighLevel sub-account permissions for 2026: Admin vs User roles, the toggles that matter, assigned-data limits and an agency role matrix.
Dr Priya JaganathanGoHighLevel workflow folders and naming conventions that survive handover: prefix systems, status flags, snapshot-safe structures and agency-wide standards.
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