Alright, let’s talk about something that sounds simple but ends up being a total pain: WhatsApp subscription transfers inside HighLevel.
If you’ve ever thought, “Oh cool, I’ll just move this WhatsApp integration to another sub-account,” and then realize…
❌ There’s no button for that
❌ No settings you can click
❌ And no way to DIY it…
Welcome to the club. 😅
This blog is your no-fluff guide to dealing with WhatsApp transfers before they mess up your client’s messaging workflows.
First: Here’s the Deal With WhatsApp in HighLevel
So technically, WhatsApp runs through third-party providers like Twilio or 360Dialog.
But when you’re using it inside HighLevel, that integration is tied directly to the sub-account where it was first activated.
And moving it?
Yeah, you can’t do it yourself. You’ll need to submit a ticket and wait for HighLevel support to handle it manually. No shortcut. No magic workaround.
What That Means for You (and Why This Matters)
If you’re onboarding a new client who already uses WhatsApp or if you’re migrating accounts for any reason, you’ve got to plan ahead or you’re in for some awkward downtime.
Here’s what I recommend every time I smell a potential transfer coming:
My Quick Checklist for Avoiding WhatsApp Disasters
1. Talk to Support—Early and Often 💬
If you think you’ll need a WhatsApp number moved between sub-accounts, open a support ticket ASAP. Trust me, it’ll save you from scrambling when messages stop sending.
2. Don’t Assume It’s Click-and-Transfer 🛑
This isn’t email forwarding. This is more like moving someone’s phone plan to a new carrier. It takes backend work, and only HighLevel can do it.
3. Prep Your Automation in Advance 🧠
While you’re waiting for the transfer (which can take a bit), get your WhatsApp workflows built and ready to plug in. That way, once the number is moved, you’re flipping the switch—not building from scratch.
4. Train Clients on Limitations 🧾
Set expectations early. “Yes, we can use WhatsApp… but once it’s tied to your HighLevel account, it stays put unless we call in the cavalry.” Clients appreciate the transparency.
Why I Still Love Using WhatsApp with HighLevel
Even with the transfer drama, I still recommend WhatsApp to clients all the time. Here’s why:
- 🔥 Open rates are insane
- 💬 Conversations feel personal and natural
- 🔄 It’s perfect for reactivation and appointment reminders
- 💰 And it flat-out gets results
If you set it up right and avoid surprises like subscription issues, it becomes one of the highest-leverage tools in your arsenal.
Need more plug-and-play tools, smart workflows, and ways to make HighLevel less stressful?
👉 Visit gohighlevele.com and let’s build smarter together. 🚀
Cool Free Thing: My Favorite Way to Earn Trust (FAST)
Before you help a business crush it with WhatsApp, you’ve got to earn their trust.
And what builds trust faster than anything else? ⭐️ Testimonials.
So in the spirit of giving you something actually helpful, I’m sharing my team’s Testimonial Workflow free.
It’ll help you collect, edit, and organize client feedback without chasing people down or reinventing the wheel.