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 link in GHL. This article will walk you through how to set that up!
Full Video Walkthrough:
⭐ Step By Step Guide
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.
🔗 Step 1: Connect Facebook or Google
Clients will be asked to connect either:
● Facebook
and/or
● Google
🧠 Step 2: UpHex Pulls All Their Ad Account Assets
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.
🆕 Step 3: Create New Facebook Assets — Right Inside UpHex
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
⚠ Note about Facebook Pages
Facebook does not allow page creation fully inside UpHex.
So we:
Redirect the client to Facebook to finish creating the page
Provide a step-by-step instructional video so they don’t get stuck
Once it’s created, they come right back into UpHex to finish onboarding.
🎯 Step 4: Select + Save Assets
After everything is connected or created, clients simply:
Choose the Page
Choose the Ad Account
Click Save
From there, UpHex opens right into their HighLevel account, and they’re ready to go.