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Mark Rauterkus

06/26/2025

Sub‑Account Setup (White‑Label via HighLevel)

  • A “sub‑account” (sometimes called a “location”) refers to a client account under the main LAP.red account. This is supported by Extendly and is a HighLevel account, but made into a “white-label” solution.
  • Extendly helps in the sub‑account creation, often via onboarding. The forms and API/webhook flows are able to be applied a snapshot and settings.
  • You can customize onboarding forms (through Extendly OS) to map custom values and assign them to specific sub‑accounts

2. Onboarding Calls That Are Included with the Gold Account

  • Each new sub‑account qualifies for two 1‑on‑1 onboarding calls included in our gold plan. People at Extendly schedule and deliver these calls.
  • These calls cover technical setup, snapshot installation, branding, custom fields, and start-up training our clients need.

Next Steps

  1. LAP.red’s Director of Technology, Mark Rauterkus, creates the new sub‑account:
    • The sub‑account under the LAP.red agency gets a small-business snapshot.
  2. Request the onboarding calls:
    • Together we’ll reach out to Extendly support by opening a ticket or chatting live and inform them that you are a new sub‑account client. Please schedule the two onboarding calls.
    • Extendly then handles the scheduling and execution and those at LAP.red do not need to be involved.

🛠️ Tips for Smooth Setup

  • Ensure your onboarding form is tied to your snapshot and sub‑account creation flow so everything syncs automatically,
  • Customize the form using Extendly OS to capture domains, branding, emails, etc., for a polished setup.

✅ What to Do Now

  • Create the sub‑account, either manually or via your existing form/automation.
  • Notify Extendly support to trigger the two included onboarding calls.
  • Gather your client info early (branding, phone numbers, preferences) so the calls are efficient and useful.


Written by Mark Rauterkus

Tech Director and developer of the podcast, Heavy Or Not, The OG Swim Guide at https://HON.LAP.red


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