Customizing Sub-Accounts with HL Pro Tools Control Panel

Hey everyone! I'm Bridget Bartlett, the owner of My Vision Agency. Today, I'm excited to share with you how to customize individual sub-accounts for your agency using your client's brand, thanks to the capabilities of the HL Pro Tools Control Panel. This tool is an invaluable asset for any high-level agency.

Introduction to HL Pro Tools

HL Pro Tools equips you with a control panel that is part of the suite provided when you sign up for a high-level agency. They also offer you a free trial of their support and tools, which you can find at MyVisionAgency.com/HLProTools. My journey with HL Pro Tools began from day two of signing up for high level, and I'm constantly amazed by the range of features they offer.

Exploring the Control Panel

Once you enable the HL Pro Tools app within your agency settings, you'll gain access to a control panel where you can manage all of your sub-accounts. You can enable, disable, or sync selected accounts as needed. There's also an option to customize your launchpad. Many users express a desire to brand these features, as the default buttons are green, which may not align with your brand's aesthetic. Fortunately, HL Pro Tools allows you to customize this, including changing colors and disabling services that aren't relevant to your business.

Advanced Options and Customization

Within the control panel, you have advanced options like setting up an API key and employing the theme builder to apply a unified theme across your agency. If you're looking to personalize a single sub-account, you can add your client's branding, such as logos and color themes. This feature is great for tutorial videos when you want to show high-level functions without your branding.

Step-by-Step Customization

To customize a sub-account, upload the logo and select a theme. If no theme is published, you can explore options like Dark Ocean or your choice of colors. This customization extends to login pages and navigation menus. For those managing several accounts, these settings can be applied for the entire agency or individual sub-accounts, offering a white-label experience for your clients.

Utilizing Smart Buttons

Smart Buttons at the top of your contacts or conversation areas are another highlight. These allow you to create quick access links for commonly used functions. For instance, you can embed forms or external links as smart buttons, which simplifies workflow both at an agency-wide level and for individual sub-accounts.

Support and Integration

HL Pro Tools provides a comprehensive suite of support options, including a Get Started guide and white-label support for your clients. Daily coaching calls, power trainings, and extensive documentation help maximize the tools available to you. The integration extends to features like CSS styling hacks, legal documents, update videos, and more.

Conclusion and Offer

Tomorrow, we'll dive deeper into the theme builder and learn how to customize your entire agency and community. Until then, I encourage you to take advantage of a free trial of HL Pro Tools by visiting MyVisionAgency.com/HLProTools. If you're not already part of my free community, join via myvisionagency.com and explore resources like four-hour workdays, daily live training, and over 60 AI tools.

Thank you for joining me today, and I look forward to our Open Office Hours where we can collaborate to make your vision a reality. Bye for now!