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Agency Portal Setup

You can open an agency account yourself — no invitation or approval needed. Right after you sign up, a setup screen walks you through everything the portal needs before you onboard clients.

Becoming an Agency​

  1. Create an account and verify your email.
  2. The first setup question is How will you be using Knock Knock? Choose I'm an agency setting this up for clients.
  3. Click Continue.

Your account becomes an agency straight away ("Your agency portal is ready.") and you land on the portal setup screen. The business name you signed up with becomes your agency's name. No sub-account is created for you — your own website is one you add when you're ready (Install on your own website, below) — and your agency starts with one free sub-account seat so you can set up your first client right away.

Pick I'm setting this up for my own business instead if you only need one workspace; your business account is created at that point.

note

Accounts that joined through an agency invite, and Certified Implementation Partners, never see this question — they are always single-business accounts.

The Setup Checklist​

The setup screen opens with Let's build your portal — a numbered checklist with a progress ring and roughly how many minutes are left. Nothing here has to happen in order. Each step shows its rough time and a Set up → button that opens the relevant settings right beside the checklist; saving takes you back. A finished step shows what you set up (your domain, plan, wallet balance and so on) and an Edit button. While no step is open, the right-hand side shows a preview of your portal building up from what you've done so far — your name and logo, domain, LeadConnector, your first clients, and Live once your plan is active.

StepWhat it covers
Agency name & brandingLogo, agency name, reply email, AI assistant name and voice. See White-Label Branding. Skip & do this later sits beside Save.
White-label domainPut the portal on your own domain.
Connect your GHL agency accountThe one-time LeadConnector connection at agency level. After you authorize, you come straight back to this screen. See LeadConnector for Agencies.
Set up your first sub-accountYour own website or a client's — see below.
Choose a planPick a subscription to take your portal live (marked Needed to go live). See Subscriptions.
Activate your walletAdd funds to cover usage — enrichment, phone numbers, and more. Appears once your plan is active.

Staff members only see the steps their permissions allow.

Setting up your first sub-account​

The Set up your first sub-account step asks Whose site is this for?

  • Install on your own website (or Finish setting up your own website) — runs the normal client setup for your agency's own site. When you finish, the last button reads Back to portal setup and returns you here as the agency.
  • Create a standard client account — enter the Client business name and Client contact email, then click Create client. The client gets an invite to set their own agents up.

Every sub-account is free to set up until it actually goes live. The step counts as done once a sub-account has finished its setup, not merely once it exists.

When every step is done, the heading reads "Your portal is live." and the checklist offers Continue to dashboard. Nothing on it is required: leave at any time with Skip to dashboard in the top bar. Until every step is done, your agency dashboard shows a Finish setting up your portal strip with just the steps still left, and Portal setup in the sidebar brings you back here.

Until your plan is active​

While your agency has no active plan, an amber bar across the top of the setup screen reads "Your agency subscription isn't active yet. Choose a plan to take your portal live." with a Choose a plan button that opens the plan picker. Staff without the Subscription & Payments permission see "Ask the agency owner to choose a plan." instead. The bar — and the Choose a plan step counting as done — need a plan that is active and not past its expiry.

Next Steps​