When you're ready to setup an account for yourself or for clients, here's how to onboard a new account.
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​NOTE: If you are using GHL, first you must create your UpHex custom menu link in GHL. This article will walk you through how to set that up!

Start in GHL by going to your client's sub account, and then selecting your UpHex. (Don't have a custom menu link? No sweat! Setup instructions here)

After your client enter's their business name — they’ll go through a full, guided onboarding flow.

This new flow walks them step-by-step through connecting the right accounts and assets.

Clients will be asked to connect either:

● Facebook
and/or
● Google

Once they log in with Facebook or Google, UpHex will automatically pull:

● All existing Facebook/Google Ad Accounts
● All existing Facebook Pages
● Any Business Managers they’re part of

This makes it easy for them to simply select the right assets and keep going.

If your client doesn’t have what they need, they can now create it directly inside UpHex:

✔ Create a brand-new Ad Account
✔ Create a brand-new Business Manager
✔ Create a brand-new Facebook Page

Facebook does not allow page creation fully inside UpHex.

So we:

Once it’s created, they come right back into UpHex to finish onboarding.

After everything is connected or created, clients simply:

From there, UpHex opens right into their HighLevel account, and they’re ready to go.