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Last updated: 25 July 2026
We know how frustrating it is to feel locked into a platform you can't leave without losing everything you've built. That's exactly why we've built a transfer option in from day one, so you always know where you stand.
Who this applies to
Available to clients on our Core or Supported plans who've been with us for 12 months or more. It's a goodwill benefit rather than something included automatically from day one, so it isn't available on Taster or Base, or before the 12-month mark.
What actually gets transferred
If you decide to leave and set up your own GoHighLevel agency account, we can send across a snapshot of your account structure, things like your pipelines, workflows, calendars, and page templates, so you're not starting from a blank slate on your new account.
This only applies if the new account is your own, one you own and control yourself. It doesn't apply if you're moving to a sub-account or platform run by another reseller or white-label agency, even if that's also built on GoHighLevel.
What doesn't transfer
To be upfront rather than let this be a surprise later, a few things can't move across, this is a platform limitation, not something we're withholding:
phone numbers, SMS registration, or A2P/10DLC compliance registration;
payment processor connections (Stripe, PayPal, etc.), you'll need to reconnect these yourself;
your historical conversations, call records, or contact activity;
your custom domain settings;
any of our own templates, page designs, workflows, or other intellectual property, these remain ours even though they currently sit inside your account;
third-party integrations that aren't natively supported.
This list reflects what the platform can and can't do today. Its capabilities change over time, so this could shift by the time you come to transfer, we'll work from what's actually possible then, not this exact list forever.
How it works
You let us know you'd like to transfer.
You set up your own new GoHighLevel agency account using our affiliate link (we'll send this to you), it needs to be your own account, not a sub-account under another agency or reseller.
Once we've confirmed your new account came from that link, we carry out the transfer.
You need to request this within 30 days of your cancellation taking effect.
Worth knowing before you go
This is a goodwill gesture, not a guarantee. We do our best to bring everything across cleanly, but we can't promise every workflow, page, or piece of content will transfer perfectly without any further setup on your end. If something doesn't make the trip, we're not liable for the cost or time of rebuilding it, we just want you to know that going in.
For the full legal terms, see our Cancellation Policy.
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