Your account, secured

Result

Your account asks for a second code from your phone, your first billing date is in plain sight, and your wallet tops up with the amount and threshold you chose.

Estimated time

50 minutes

Cost

US$ 0. This mission uses no wallet balance.

Analogy

Step-by-step guide

Menu paths are shown as they appear in the English interface. If your team works with the account in Spanish, the Spanish names are in parentheses. You set the language in mission 3.

1. 01

   Switch to Agency View and lock down your sign-in

   Settings → My Profile → SecurityCopy path

   In a Spanish-language account: Configuración → Mi perfil → Seguridad

   A new agency already opens in Agency View: the switcher in the top left says Click here to switch. If you're inside a sub-account, open that switcher and choose Switch to Agency View. It's the building's management floor: security and billing for your whole account live there.

   If your HighLevel password is the same one you use for email, change it first. Open Settings → My Profile → Security and, in the Password section, fill in Current password, New password and Confirm password. Finish with Update password. Use a password you use nowhere else.

   On the same tab, find the Two-factor Authentication (2FA) App section and click Setup Two-factor Authentication (2FA) App.

   Install an authenticator app on your phone, such as Google Authenticator or Microsoft Authenticator.

   Scan the QR code with the app, or type in the setup key. Enter the code the app shows you to confirm.

   Store your 10 backup codes separate from your password: printed and locked away, or in a password manager other than the one that holds your HighLevel password. Never as a photo, note or chat on the app's phone. Each code works once.

   When you're done, the Two-factor Authentication (2FA) App section shows the app as active. That's the screen for screenshot 1.

   Key points

   • Your password is the key to the building. The second code is the doorman: even with a copied key, no one gets past without it.
   • HighLevel can send you a code by email or phone when you sign in (the email arrives as "Login Security Code"). The app adds a method that doesn't go through your inbox or your phone number. When HighLevel asks for the second code, choose the app.
   • Only you can turn it on for your user. Not an admin, and not AXIS.
   • In a Spanish-language account, the section is called «Aplicación de autenticación de dos factores (2FA)». Its button reads «Configurar la aplicación de autenticación de dos factores (2FA)».

   Source: F9, F1, F2, F11, F13

   1Agency ViewThe building’s management floor

   2Settings

   3My Profile

   4Security

   5Two-factor Authentication (2FA) AppSetup Two-factor Authentication (2FA) App

   Agency View → Settings → My Profile → Security

2. 02

   Keep your billing date in plain sight

   Settings → BillingCopy path

   In a Spanish-language account: Configuración → Facturación

   Open Settings → Billing. Your plan is there.

   If you're on the trial, you'll see a Trial Plan badge and the notice Your trial will end in N days, where N is the days you have left. HighLevel shows days, not a date.

   Count those days from today and write the date on your calendar, with a reminder two days before.

   If you already pay, note your next billing date with the same reminder.

   Key points

   • The standard trial is 14 days. Some accounts get a longer trial, for example 30 days. What counts is the number of days your own Billing shows.
   • When the trial ends, the subscription starts billing on its own unless you cancel. Under HighLevel's terms, fees are non-refundable. Decide ahead of time, not the morning of.
   • Changing plans or canceling happens on this same Billing screen, from the Want to modify / cancel your subscription? card. "Manage your plan" is just the subtitle under your plan, not a button.
   • Don't start a second trial with another email. HighLevel's terms don't allow back-to-back trials, and accounts can be suspended for it.
   • In a Spanish-language account, Billing opens as «Tablero de facturación» and the badge reads «Plan de prueba». Its tabs stay in English.

   Source: F4, F7, F8

   1Day 1You start the trial: the standard one lasts 14 days

   2Day 12Reminder on your calendar, two days before

   3Day 15First subscription charge, unless you cancel

   Billing shows the days left, not a date; some accounts get a longer trial

   Settings → Billing

3. 03

   Decide how your wallet tops up

   Settings → Billing → Wallet & TransactionsCopy path

   In a Spanish-language account: Configuración → Facturación → Wallet & Transactions

   Open Settings → Billing → Wallet & Transactions. Auto recharge sits under your balance.

   Auto recharge with is how much goes on your card. when balance is lower than is the balance that triggers it. With US$ 50 and US$ 25, a top-up of 50 happens when the balance drops below 25.

   While you're on the trial, pick the lowest amount and threshold the screen offers.

   Check Auto-update (HighLevel's help center calls it Smart Adjustment). If the top-up fires more than three times in seven days, HighLevel moves the amount to the next level. If you'd rather change the amount only by hand, turn it off: three-dot menu → Disable Auto-update → Yes.

   Key points

   • Auto recharge can't be turned off. What you control is how much and when.
   • Turning off Auto-update doesn't stop the top-ups. It only stops the amount from growing on its own.
   • The subscription and the wallet are billed separately. Wallet credit doesn't pay for the subscription.
   • This same tab shows what each sub-account used and what kind of usage it was: texts, calls, emails. In mission 2, with your first sub-account, you'll adjust the usage alerts, which come turned on.

   Source: F3, F4, F9

   1Wallet balanceDrops with every text, email or AI minute

   when balance is lower than

   2The threshold lineExample: US$ 25 · crossing it triggers the top-up

   Auto recharge with

   3The credit card adds the amountExample: US$ 50 → back into the balance

   Auto recharge can’t be turned off: you pick the amount and the threshold

   Settings → Billing → Wallet & Transactions

4. 04

   Book your kickoff call with HighLevel (if you're on the trial)

   speakwith.us/kickoffCopy path

   HighLevel offers a free Kickoff Call to accounts in their trial: a personalized walkthrough of the platform with someone from its team.

   Book it at speakwith.us/kickoff, HighLevel's booking page.

   Bring three written questions: which plan fits what you're building, how texts and calls are billed in the U.S., and what to do first about your texting registration (A2P).

   Key points

   • According to HighLevel, new customers who take the call are over 50% more likely to stay on the platform.
   • If you were already a customer or your trial has ended, skip this step.

   Source: F6

Interactive

One morning at Alba Studio

This interactive is used inside your AXIS account.

If it breaks

The mistakes that repeat most, and the way out.