video1.0<iframe src="https://www.loom.com/embed/c4fde131c2c5426d9adcbc8e53c76bab" frameborder="0" width="1574" height="1180" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11801574Loomhttps://www.loom.com11801574https://cdn.loom.com/sessions/thumbnails/c4fde131c2c5426d9adcbc8e53c76bab-986f61cf3b4f63d5.gif498.475In this video, I walk you through navigating GoHighLevel for our referral service clients, specifically focusing on how to access sub-accounts like Charm Restoration. I explain the importance of obtaining the EIN and website access for A2P compliance, which is necessary for SMS capabilities—this process typically takes about three to five days. I also cover how to add users to sub-accounts and ensure they have the right permissions to manage contacts and workflows. If you're having trouble seeing sub-accounts, please reach out to me with your user email. Lastly, I encourage you to stay tuned for more tips on organizing contacts and follow-up procedures.