How to Setup WordPress for Clients

Modified on: Tue, 3 Feb, 2026 at 8:00 AM

This guide walks clients through the initial steps required to set up a WordPress website when using HighLevel. It covers prerequisites, access requirements, and the recommended setup flow to ensure a smooth connection between WordPress and HighLevel features.

Use this article if you are:

Setting up WordPress for the first time
Connecting a client-owned WordPress site to HighLevel
Preparing a site for chat widgets, forms, or other integrations

TABLE OF CONTENTS

LeadConnector plugin (auto-installed on new hosted sites)
Setting up a new WordPress Site
The WordPress Dashboard
User Management
Backup & Restore
Advanced Settings
Adding an Additional Domain
Common Issues & Troubleshooting
Frequently Asked Questions

LeadConnector plugin (auto-installed on new hosted sites)

If your WordPress site is **newly provisioned via HighLevel Hosting**, HighLevel automatically installs the **LeadConnector (LC) plugin** during setup.

Use the **Plugin Status** indicator in your HighLevel WordPress dashboard to confirm whether the plugin is **Connected** or **Disconnected**.

Setting up a new WordPress Site

1. To set up your WordPress site, you need to have purchased the WordPress hosting feature under the Sites tab. Once this has been done, you can get started by clicking the "+ Create Site" button

2. Choose if you wish to create site from scratch, using a template or clone an existing site

3. Fill in the Site and User details

Wait for 2-5 minutes till the installation is complete

4. After the installation is complete, you will have access to the Wordpress dashboard, user management, backup & restore and some additional settings.

The WordPress Dashboard

Here you can access your site and admin portal. Manage Additional Domains & Primary Domain. Import an Existing WordPress Site using the All-in-One WP Migration plugin

Refresh Cache for the WordPress Site

User Management

Here you can manage all users for the site.

Backup & Restore

Here you will see the backups for the last 30 days. Backups happen daily at 05:00 AM CST

You can also initiate manual backups as needed as shown in the video below:

Advanced Settings

1. You can manage FTP Access and Communication Settings here.

2. Cache Management can be access from Advanced Settings

3. Enable or disable WordPress Debugging: Utilise this tool to access PHP error messages, warnings, notices, and other developer-related notifications on your website.

4. Server Settings: Manage your WordPress Database using phpMyAdmin

Adding an Additional Domain

Once your site is ready to publish, you can connect your domain to the WordPress site.

Please follow this article for instructions on connecting your domain with the WordPress site.

Common Issues & Troubleshooting

1. Plugin not installing

Confirm you have admin access
Check hosting restrictions

2. Site not displaying widgets

Clear cache (plugin/server/CDN)
Disable conflicting plugins temporarily

3. Connection errors

Recheck credentials
Ensure the correct location/account is selected in HighLevel

Frequently Asked Questions

Q: I'm unable to add the same domain to my other subaccount/location

The same domain/subdomain can't be used in 2 locations

Q: Why can't I update my primary domain?

The primary domain can be updated if you have added an additional domain.

Q: I've added the A / CNAME record, but the domain is still not being added

This can happen due to a few reasons.

There is a typo in your domain name [like in the example above]
In this scenario, fixing the typo will resolve your issue
Your DNS changes haven't been propagated yet.
In this case, you must wait longer and try again after a few hours or the next day to see if it works.
Your DNS configuration is not set up correctly.
Please get in touch with your Domain Provider and discuss the errors with their support team.
Maybe you have conflicting (multiple) records for the same subdomain [for example, if blog.mydomain.com has a CNAME record pointing to wp3.msgsndr.com but it also has an A record pointing to some other provider]
In such cases removing the other duplicate record will fix your issue.

Q: I can't connect my root domain (ex., mydomain.com)

Please make sure there are no additional AAA, TXT, records, etc if you plan to use that slug/root domain for WordPress

Q: How many WordPress sites can I have per sub-account

You can have as many sites you wish to under a single account, there are no limitations :)

Q: How can I request to cancel a client's WordPress subscription?

To begin a WordPress Cancellation Request, you must navigate to "Delete Site" under the Advanced settings of your Wordpress Dashboard after you complete the 30-day minimum committment period.