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Client Portal Branded Mobile APP -Full Setup Guide For Agency

In this article, we will discuss how you can resell Client Portal Branded Mobile APP to your clients and keep track of which all sub-accounts are using…

4 min read922 words16 explained imagesUpdated Thu, 25 Sep, 2025 at 7:28 PM
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On this page
  1. Connect your Agency Stripe Account
  2. Setting your Branded Client Portal Mobile App Price
  3. Personalising offers for certain clients
  4. How do I disable Branded Client Portal Mobile App for certain clients?
  5. How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?
  6. How do I check how much am I paying to GHL Customer Care and for which accounts?
  7. How is the experience for your client?
  8. How do your clients discover this feature?
  9. How do your Clients complete the purchase?
  10. How does you client setup the Branded Client Portal mobile App?
  11. How does the billing work?
  12. App Subscription Inactive Warning
  13. Book A Call With Customer Success

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In this article, we will discuss how you can resell Client Portal Branded Mobile APP to your clients and keep track of which all sub-accounts are using it via GHL Customer Care.

TABLE OF CONTENTS

Pre-requisites for Auto-Reselling

Connect your Agency Stripe Account

Your agency Stripe account will be used to collect subscription payments for Branded Clientportal App from your clients. You can connect your agency Stripe account to your agency by following this help article - https://docs.ghlcustomercare.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard

Note: You can also deploy Branded Client Portal App to sub-accounts if you do not have a Stripe without availing the auto-resell feature.

Setting your Branded Client Portal Mobile App Price

You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab

Setting your Branded Client Portal Mobile App Price (image 1 of 16) What this shows You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab What this shows Illustrates the "Setting your Branded Client Portal Mobile App Price" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "Setting your Branded Client Portal Mobile App Price" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab. Immediately after, the guide continues: If you wish to offer a different rate to certain clients, you can do so by following these two steps. Image 1 of 16 What this coversYou can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab Next stepIf you wish to offer a different rate to certain clients, you can do so by following these two steps:

Personalising offers for certain clients

If you wish to offer a different rate to certain clients, you can do so by following these two steps:

Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients

Personalising offers for certain clients (image 2 of 16) What this shows Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients What this shows Illustrates the "Personalising offers for certain clients" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "Personalising offers for certain clients" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients. Immediately after, the guide continues: Step 2: Scroll down to the reselling section -> Change the Branded Client Portal Mobile App Pricing -> Hit Save. Image 2 of 16 What to clickStep 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Next stepStep 2: Scroll down to the reselling section -> Change the Branded Client Portal Mobile App Pricing -> Hit Save

Step 2: Scroll down to the reselling section -> Change the Branded Client Portal Mobile App Pricing -> Hit Save

How do I disable Branded Client Portal Mobile App for certain clients?

If you have certain clients that you do not wish to offer Branded Client Portal Mobile APP to, you can do so by following these two steps:

Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients

How do I disable Branded Client Portal Mobile App for certain clients? (image 3 of 16) What this shows Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients What this shows Illustrates the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients. Immediately after, the guide continues: Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save. Image 3 of 16 What to clickStep 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Next stepStep 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save

Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save

How do I disable Branded Client Portal Mobile App for certain clients? (image 4 of 16) What this shows Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save What this shows Illustrates the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save. Immediately after, the guide continues: This offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here. Image 4 of 16 What to chooseStep 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save Next stepThis offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here.

Please note:

This offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here. 
How do I disable Branded Client Portal Mobile App for certain clients? (image 5 of 16) What this shows This offer can only be disabled before the sale has happened. What this shows Illustrates the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I disable Branded Client Portal Mobile App for certain clients?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: This offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here. Immediately after, the guide continues: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients. Image 5 of 16 What this coversThis offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here. Next stepStep 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients

How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?

Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients

How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location? (image 6 of 16) What this shows Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients What this shows Illustrates the "How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients. Immediately after, the guide continues: Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now. Image 6 of 16 What to clickStep 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Next stepStep 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now

Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now

How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location? (image 7 of 16) What this shows Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal… What this shows Illustrates the "How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now. Immediately after, the guide continues: Branded Client Portal Mobile App under app settings won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account). It’s important to highlight that manual deployment won’t…. Image 7 of 16 What to clickStep 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now Next stepBranded Client Portal Mobile App under app settings won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account). It’s important to highlight that manual deployment won’t establish a subscription between the location and agency, while subscriptions with GHL Customer Care and the agency will still be created.

Please note:

Branded Client Portal Mobile App under app settings won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account). It’s important to highlight that manual deployment won’t establish a subscription between the location and agency, while subscriptions with GHL Customer Care and the agency will still be created.

How do I check how much am I paying to GHL Customer Care and for which accounts?

You can check the same by following these two steps:

Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the amount/month and the number of subscription

How do I check how much am I paying to GHL Customer Care and for which accounts? (image 8 of 16) What this shows Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the… What this shows Illustrates the "How do I check how much am I paying to GHL Customer Care and for which accounts?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I check how much am I paying to GHL Customer Care and for which accounts?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the amount/month and the number of subscription. The navigation path used here is Reselling Branded Client Portal Mobile App- > You. Immediately after, the guide continues: Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you. Path: Reselling Branded Client Portal Mobile App- > YouImage 8 of 16 What this coversStep 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the amount/month and the number of subscription Next stepStep 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you

Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you

How do I check how much am I paying to GHL Customer Care and for which accounts? (image 9 of 16) What this shows Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you What this shows Illustrates the "How do I check how much am I paying to GHL Customer Care and for which accounts?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do I check how much am I paying to GHL Customer Care and for which accounts?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you. Immediately after, the guide continues: Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App. Image 9 of 16 What to clickStep 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you Next stepYour clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App

How is the experience for your client?

How do your clients discover this feature?

Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App

How do your clients discover this feature? (image 10 of 16) What this shows Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded… What this shows Illustrates the "How do your clients discover this feature?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "How do your clients discover this feature?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App. Immediately after, the guide continues: Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same. When your client clicks the Confirm button the system will…. Image 10 of 16 What this coversYour clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App Next stepOnce your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.

How do your Clients complete the purchase?

  1. Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same.
  2. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.
    Step 2 of 2: When your client clicks the Confirm button the system will create the… What this shows Step 2 of 2: When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. What this shows Shows how to confirm for step 2 of 2 in the "How do your Clients complete the purchase?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot accompanies step 2 of 2 in the "How do your Clients complete the purchase?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". At this point in the walkthrough you when your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. Step 2 of 2Image 11 of 16 How to confirmWhen your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.
    All 2 steps in this procedure
    1. Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same.
    2. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. this image
    Step 2 of 2: When your client clicks the Confirm button the system will create the… What this shows Step 2 of 2: When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. What this shows Shows how to confirm for step 2 of 2 in the "How do your Clients complete the purchase?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot accompanies step 2 of 2 in the "How do your Clients complete the purchase?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". At this point in the walkthrough you when your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. Step 2 of 2Image 12 of 16 How to confirmWhen your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.
    All 2 steps in this procedure
    1. Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same.
    2. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard. this image

How does you client setup the Branded Client Portal mobile App?

The Help article guides through the detailed step by step process

https://help.leadconnectorhq.com/en/support/solutions/articles/155000002608-how-to-setup-branded-client-portal-mobile-app

How does the billing work?

When your client purchases Branded Client Portal App it creates 2 subscriptions in the System

  1. Between your client's card & your Stripe Account so you can collect payment from your clients
  2. Between GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care 
    Step 2 of 2: Between GHL Customer Care & your Stripe account, you pay… What this shows Step 2 of 2: Between GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care What this shows Shows what this covers for step 2 of 2 in the "How does the billing work?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot accompanies step 2 of 2 in the "How does the billing work?" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". At this point in the walkthrough you between GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care. Step 2 of 2Image 13 of 16 What this coversBetween GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care
    All 2 steps in this procedure
    1. Between your client's card & your Stripe Account so you can collect payment from your clients
    2. Between GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care this image

App Subscription Inactive Warning

Users of Branded Mobile Apps will see a special screen when there is problem with their subscription (paused or cancelled). This makes it clear that:

  • Their branded app is no longer live
  • Action is required to renew the subscription
  • Their customers are affected, adding urgency and visibility to the situation

This screen helps highlight the impact of cancellation and encourages timely resubscription, ultimately helping reduce churn. It also provides a convenient Resubscribe & Reignite My App button to fix the issue.

App Subscription Inactive Warning (image 14 of 16) What this shows This screen helps highlight the impact of cancellation and encourages timely resubscription, ultimately helping reduce churn. What this shows Illustrates the "App Subscription Inactive Warning" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "App Subscription Inactive Warning" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: This screen helps highlight the impact of cancellation and encourages timely resubscription, ultimately helping reduce churn. It also provides a convenient Resubscribe & Reignite My App button to fix the issue. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Agencies can directly schedule a call with our team to set up their white-labeled branded apps. This feature is. Image 14 of 16 What this coversThis screen helps highlight the impact of cancellation and encourages timely resubscription, ultimately helping reduce churn. It also provides a convenient Resubscribe & Reignite My App button to fix the issue.
Fields in this part of the guide Their branded app is no longer liveAction is required to renew the subscription
Next stepAgencies can directly schedule a call with our team to set up their white-labeled branded apps. This feature is:
All 3 steps in this procedure
  1. Their branded app is no longer live
  2. Action is required to renew the subscription
  3. Their customers are affected, adding urgency and visibility to the situation

Book A Call With Customer Success

Agencies can directly schedule a call with our team to set up their white-labeled branded apps. This feature is:

  • Exclusive to agencies
  • Designed to increase adoption
  • Aimed at reducing time-to-live by providing guided onboarding support

Access the booking page with the Book A Call With Our Team button.

Note: this button is only visible to Agency Admins.
Book A Call With Customer Success (image 15 of 16) What this shows Note: this button is only visible to Agency Admins. What this shows Illustrates the "Book A Call With Customer Success" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "Book A Call With Customer Success" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: Note: this button is only visible to Agency Admins. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: The direct link is here Book A Call With Our Team. Image 15 of 16 What this coversNote: this button is only visible to Agency Admins.
Fields in this part of the guide Exclusive to agenciesDesigned to increase adoption
Next stepThe direct link is here Book A Call With Our Team
All 3 steps in this procedure
  1. Exclusive to agencies
  2. Designed to increase adoption
  3. Aimed at reducing time-to-live by providing guided onboarding support

The direct link is here Book A Call With Our Team

Book A Call With Customer Success (image 16 of 16) What this shows The direct link is here Book A Call With Our Team What this shows Illustrates the "Book A Call With Customer Success" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". This screenshot appears in the "Book A Call With Customer Success" section of "Client Portal Branded Mobile APP -Full Setup Guide For Agency". The text alongside this image reads: The direct link is here Book A Call With Our Team. This part of the guide covers 2 fields, listed below. Image 16 of 16 What this coversThe direct link is here Book A Call With Our Team
Fields in this part of the guide Exclusive to agenciesDesigned to increase adoption
All 3 steps in this procedure
  1. Exclusive to agencies
  2. Designed to increase adoption
  3. Aimed at reducing time-to-live by providing guided onboarding support

Frequently asked questions

How do I disable Branded Client Portal Mobile App for certain clients?
If you have certain clients that you do not wish to offer Branded Client Portal Mobile APP to , you can do so by following these two steps: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Disable Branded Client Portal Mobile App by toggle -> Hit Save Please note: This offer can only be disabled before the sale has happened. Once a location already purchased Branded Client Portal Mobile App, you can not disable it from here.
How do I directly deploy Branded Client Portal Mobile App without Stripe/Reselling to a location?
Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Under Branded Client Portal Mobile App -> Read and Accept Deploy Branded Client Portal Mobile App directly T&C -> Hit pay Now Please note: Branded Client Portal Mobile App under app settings won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account). It’s important to highlight that manual deployment won’t establish a subscription between the location and agency, while subscriptions with GHL Customer Care and the agency will still be created.
How do I check how much am I paying to GHL Customer Care and for which accounts?
You can check the same by following these two steps: Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling Branded Client Portal Mobile App-> You can directly see the amount/month and the number of subscription Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on Branded Client Portal Mobile App for you
How do your clients discover this feature?
Your clients can discover Branded Client Portal Mobile App in the Sub-Account left Menu Sites ->Client Portal -> Settings -> Branded Mobile App
How do your Clients complete the purchase?
Once your clients have discovered the feature, they can proceed to purchase Branded Client Portal Mobile App from you by submitting the payment details and confirming the same. When your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the App dashboard.
How does you client setup the Branded Client Portal mobile App?
The Help article guides through the detailed step by step process https://help.leadconnectorhq.com/en/support/solutions/articles/155000002608-how-to-setup-branded-client-portal-mobile-app
How does the billing work?
When your client purchases Branded Client Portal App it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clients Between GHL Customer Care & your Stripe account, you pay $79/month/location to GHL Customer Care

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