FormWise Manual
Your FormWise Dashboard
  • Welcome
  • Book a 1-on-1 Onboarding Session
  • Core Features
    • Your Dashboard
    • OpenAI API Key
    • SmartForms
    • CoPilots
    • Toolsets
    • Login Mode & Monetization
      • Choose A Toolset To Monetize
      • Setting Up Stripe Payments
        • Login Mode Stripe FAQs
      • Setting Up Subscription Plans
        • Creating One Time Credit Add Ons
        • Pricing Your Tools Accordingly & Credit System in Login Mode
        • Customizing Individual Tool Credit Usage
        • Using Coupon Codes
      • Embedding Your Login Mode Toolset
      • What Your Users See
        • Your User History Settings
        • Your User Brand Voice Profile Settings (Login Mode)
        • Your User Saved Responses (Snippets) Feature
      • Login Mode FAQs
      • Importing Your FormWise AI Tool SaaS Templates
      • Editing Default Text And Internationalization
      • Migrating Existing Users
      • Using Webhooks For Login Mode User Sign Ups
  • Full Features
    • Intro To Prompt Chaining in FormWise
    • Advanced Prompt Chaining Guide
    • Using Front-End File Uploads in SmartForms
    • Using Backend Data Sources in SmartForms
    • Using Backend Data Sources in CoPilots
    • Using Front-End File Uploads in CoPilots
    • Web Searching
    • Web Crawling
    • Cached Input Responses (Toolsets)
    • Using Toolset Starter Packs
      • 📢 Digital Marketing Accelerator - Toolset Starter Pack
      • 🏪eCommerce A.I. Toolkit - Toolset Starter Pack
      • 📚 Blog Writing & SEO Toolkit – Toolset Starter Pack
      • 📚 Email Marketing Power Pack – Toolset Starter Pack
      • 📚 Course Creator’s Toolkit – Toolset Starter Pack
      • 📚 Real Estate Agent Success Toolkit – Toolset Starter Pack
      • 📚 Author & Writer A.I. Kit – Toolset Starter Pack
    • Sharing & Adding Toolsets
    • Auto Populate Fields In Your Tool URLs
    • Collaborators & Workspaces
    • Why Does My Copilot Not Sound Like ChatGPT (Yet)?
  • OpenAI's GPT Engines Overview
  • Using FormWise & HighLevel
    • HighLevel & FormWise
    • Full HighLevel Agency Plan Setup & Integration
    • Sending FormWise AI Responses to HighLevel Workflows via Webhook
  • Free Resources
    • Activate HighLevel CRM Subaccount
      • Activation Link
      • HighLevel CRM Training Tutorials
      • 🚚 Migrate Your Existing GHL Subaccount to FormWise
    • Use Case Guides
      • GUIDE: CoPilot Best Practices
      • GUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool Wizard
      • GUIDE: Building a Course Companion CoPilot in FormWise
      • GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS
      • GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas
      • GUIDE: Turning Responses Into PDFs
    • Use Case Examples
      • Quick Guides
        • Building A Simple A.I. Tool
        • Building A Chatbot CoPilot
        • Building An A.I. Lead Magnet
        • Building An A.I. Quiz
        • Building An A.I. Toolset
      • Generate A.I. Tool Ideas Here
      • Embedded Tool Examples
      • Watch Me Build
    • CoPilot Prompt Templates
      • ✈️Travel Assistant CoPilot Prompt
      • 📙Course Creator CoPilot Prompt
      • ✉️Email Responder Coach CoPilot Prompt
      • 👜Small Business Plan Coach CoPilot Prompt
      • 📘Facebook Ads Copy Coach CoPilot
      • 🔍SEO Article CoPilot Prompt
      • 📜Resume Coach CoPilot Prompt
      • 💌Email Copy Coach CoPilot Prompt
      • 📈GoHighLevel Coach CoPilot Prompt
      • 🥇UVP Coach CoPilot
      • 💪Fitness Coach CoPilot Prompt
      • 🔢Quiz Creator CoPilot Prompt
      • 📜Working with Transcripts CoPilot Prompt
    • SmartForm Builder GPT
    • CoPilot Builder GPT
  • SUPPORT
    • Account & Billing
    • Support & Office Hours Registration
    • Troubleshooting Errors
      • Page Load Errors
      • Error 500 Troubleshooting
      • Tools Stuck At 75%
      • Form Submission Errors
    • FAQs
    • What’s the Difference Between the Pro and Agency Plans?
  • Integrations
    • OpenAI
    • OpenAI Documentation
    • FormWise API
      • POST a Form Completion to Formwise
      • GET a Form Completion from FormWise
      • Form Completion Webhooks
        • Parsing Responses for Zapier
    • Kajabi
      • How to Send FormWise Lead Data into Kajabi using Webhooks
      • How to Embed FormWise CoPilots and SmartForms into Your Kajabi Course
    • Teachable
      • How to Embed FormWise CoPilots and SmartForms in Teachable
    • Circle.so
    • Third Party Platform Embedding
      • WordPress (Embedding Tools)
      • Webflow (Embedding Tools)
      • Wix (Embedding Tools)
      • Squarespace (Embedding Tools)
      • Bubble.io (Embedding Tools)
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  1. Free Resources
  2. Activate HighLevel CRM Subaccount

🚚 Migrate Your Existing GHL Subaccount to FormWise

As part of your FormWise subscription, you get one free GoHighLevel subaccount hosted under our agency. Here’s how to move your existing GHL subaccount over to us:

PreviousHighLevel CRM Training TutorialsNextUse Case Guides

Last updated 2 days ago

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✅ Step-by-Step Migration Instructions

  1. Log in to your current GoHighLevel account Make sure you’re in the Agency View (not the subaccount view).

  2. Go to: Agency View → Sub-Accounts

  3. Find the subaccount you want to migrate, click the three dots on the right, and select: Manage Client

  4. Inside the subaccount settings, click: Actions → Transfer Sub-Account

  5. Enter our FormWise Agency Relationship Number as the recieving agency.

0-366-066
  1. Type CONFIRM in the confirmation box and submit the request.

📩 Let Us Know Once You've Submitted

After submitting the transfer, just shoot us a quick message or reply to this email so we can approve it immediately.


🔐 After the Transfer

Nothing changes inside your subaccount—same data, same automations, same setup. You get one subaccount with your FormWise subscription. We hope this saves you some money!

✅ The only change: Your new login URL will be: 👉

Use your same email and password to log in.

https://gohighlevel.formwise.ai/