Clients & onboarding
Add clients, onboard them, and manage their settings.
7 articles
- Can I add clients directly into UpHex without using GHL? Yes, you can. Even if you don't use GoHighLevel, UpHex allows you to add clients, connect their Facebook and/or Google assets, and run ads for them — directly inside UpHex....
- Client Dashboard: Set Default Websit What the Default Website Does The default website is a URL that will automatically appear in the website field when a client launches a campaign. You can set this to be: Your...
- How To Delete A Client Out Of UpHex How to Delete a Client in UpHex Follow these steps to permanently remove a client from your UpHex account: Go to your Accounts page by clicking the Dashboard icon (house icon)...
- How to Onboard A Client To UpHex Through GHL How to Onboard a Client to UpHex Through GHL Follow these steps to onboard a new client into UpHex using your GoHighLevel (GHL) integration. Prerequisites You must have a Custom...
- How to Set Up Clients in UpHex Without Using GoHighLevel If your agency doesn't use GoHighLevel (GHL) with UpHex, you can still set up and manage your clients directly in your UpHex account. Follow the steps below to get everything...
- Onboarding Your Client's Through GHL with EZ Onboarding When you're ready to setup an account for yourself or for clients, here's how to onboard a new account. NOTE: If you are using GHL, first you must create your UpHex custom menu...
- Setting Up Clients in UpHex (ONLY FOR THOSE WHO AREN'T USING GHL) Setting Up Clients in UpHex (ONLY FOR THOSE WHO AREN'T USING GoHighLevel) This guide is for users who do not use GoHighLevel or do not plan to use it with UpHex. If you are a...