Sub-Account Transfer Request Form

Please Watch Video Before Proceeding - Please Read All Text In This Form Before Answering The Questions That Follow Them

***RESTRICTIONS***

1. A sub-account transfer will move the entire sub-account to another agency. It will NOT copy the sub-account

2. This is also not a sub-account merge. We DO NOT merge sub-accounts

3. All data will be unedited, we WILL NOT edit individual parts of a sub-account before or after transferring a sub-account

4. We CAN transfer sub-accounts with active HIPAA Compliance as long as the Recieiving Agency is HIPAA compliant. Other restrictions and steps apply

Now that you know all of the info and want to proceed, start here

For the next two questions you will find the answers to them inside of agency level - company settings of the AGENCY THAT IS RELEASING THE SUB-ACCOUNT(S). They are labeled as "Company Name" and "Company Email" (Refer to screenshot below)

Make sure the the "company email" here is that of the AGENCY, not the sub-account. (Note: if you do not have agency access, reach out to the agency you are under for this info)

For the next two questions you will find the answers to them inside of agency level- company settings of the AGENCY THAT IS RECEIVING THE SUB-ACCOUNTS(S). They are labeled as "Company Name" and "Company Email" (Refer to screenshot above)

What To Expect After The Sub-Account Is Transferred

Users:

1. Please ensure that all users that you want to be transferred over are User Type 'Account' and only assigned to this specific sub-account being transferred. If the user is assigned to any sub-account(s) that are not be transferred, they will remain in the Releaing Agency.PLEASE NOTE that if the user in the sub-account(s) being released is the same email as the agency that is receiving the sub-account, then the user info will be overwritten with the information in the sub-account being transferred.

SaaS Sub-accounts:

1. Any Sub-account with SaaS enabled will need to have it disabled before it is transferred. Call or chat in to support and we can disable the sub-account for you after you:

--- a. Reconcile the wallet: https://help.gohighlevel.com/support/solutions/articles/48001207115-saas-wallet-credit-management

--- b. Cancel any SaaS subscriptions that might be running.

Mailgun and Twilio:

1. SMTP, Mailgun and Twilio will be Deleted from the Sub-Account

2. It is the new agency/account owner receiving the sub-account's responsibility to set up their email (Mailgun/SMTP) and phone (Twilio/LeadConnector ISV) senders. No Phone numbers will be transferred over by HighLevel. It is your responsibility to work with the previous agency/account owner as well as Twilio to move over any and all phone numbers that you may want to keep connected to the transferred sub-account: https://help.gohighlevel.com/support/solutions/articles/48001177283-move-twilio-numbers-from-one-twilio-account-to-another

ISV LeadConnector Phone:

1. If the subaccount(s) being transferred is(are) is under our LeadConnector ISV phone service you will have to either set up your own Twilio or enable LeadConnector ISV in the sub-account after the transfer is made. We will provide you with the SID number(s) from the original sub-account(s) and you will have to contact Twilio support to move any numbers after the transfer.

Integrations:

1. All Auth connections will be deleted (ex: google, fb, quickbooks, clio, drchrono)

2. All Facebook and Google settings will be cleared

3. Sub-account level Stripe fields will be cleared

Snapshots:

1. All snapshots will be unlinked from that sub-account (ex: pushing snapshots will not affect them anymore)

Notifications:

1. All notifications related to that sub-account will be cleared

Workflows/Campaigns/Triggers:

1. Workflows, Campaigns, and Triggers will all be drafted

Once you submit this form we will send the Transfer Release Form to the Releasing Agency Email. Sub-account Transfers are processed between 2-5 business days AFTER the releasing agency approves this request.