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SaaS Configurator

How to Bulk Manage SaaS Sub-accounts

Save time with GHL Customer Care’s Bulk Actions. Enable SaaS, pause sub-accounts, and review action history across clients—ideal for agencies managing at scale.

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On this page
  1. Step 1: Select sub-accounts for bulk action
  2. Step 2: Choose Payment Provider
  3. Step 3: Select SaaS Subscription Plan
  4. Step 1: Select sub-accounts for bulk action & initiate pause action
  5. Step 2: Set Pause Preferences
  6. Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.
  7. Step 1: Open Bulk Action History
  8. Step 2: Drill into Job Details

GHL Customer Care’s new Bulk Actions feature empowers agency admins to efficiently manage multiple client accounts (sub-accounts) at once. Whether enabling SaaS mode, pausing accounts, or reviewing action history, this tool saves hours of manual effort. If you handle multiple sub-accounts and need quicker ways to configure billing and subscriptions, this guide is for you.

TABLE OF CONTENTS

How to Enable SaaS Mode in Bulk

Step 1: Select sub-accounts for bulk action

  • Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
  • Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the 'Select All' option.
  • Then click on the 'Bulk Actions' dropdown and choose 'Enable SaaS'.
    Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS ' What this shows Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. What this shows Shows what to choose for step 3 of 3 in the "Step 1: Select sub-accounts for bulk action" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 3 of 3 in the "Step 1: Select sub-accounts for bulk action" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. Step 3 of 3Image 1 of 7 What to chooseThen click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '.
    Buttons and menus referenced Bulk ActionsEnable SaaSSub-AccountsSelect All
    All 3 steps in this procedure
    1. Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
    2. Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the ' Select All ' option.
    3. Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. this image

Step 2: Choose Payment Provider

Note: If using Stripe, the connected account under agency settings will be automatically used.
Selecting this step will create new customer profiles for each sub-account selected.
  • You’ll be prompted to pick between your default Stripe setup or Other Payment Providers.
  • In case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode.
    Step 2 of 2: In case choosing Other Payment Providers, you'll have to then choose… What this shows Step 2 of 2: In case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode. What this shows Shows what to choose for step 2 of 2 in the "Step 2: Choose Payment Provider" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 2 of 2 in the "Step 2: Choose Payment Provider" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you in case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode. Step 2 of 2Image 2 of 7 What to chooseIn case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode.
    Buttons and menus referenced StripeOtherPaymentProviders
    All 2 steps in this procedure
    1. You’ll be prompted to pick between your default Stripe setup or Other Payment Providers.
    2. In case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode. this image

Step 3: Select SaaS Subscription Plan

Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect.

Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.

  1. Click on the Show Full Details option above the select Plan button.
    Step 1 of 2: Click on the Show Full Details option above the select Plan button What this shows Step 1 of 2: Click on the Show Full Details option above the select Plan button. What this shows Shows what to choose for step 1 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 1 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you click on the Show Full Details option above the select Plan button. The next step is to you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Step 1 of 2Image 3 of 7 What to chooseClick on the Show Full Details option above the select Plan button.
    Buttons and menus referenced Show Full DetailsSelect Subscription PlanYoucanreview
    Next stepYou can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
    All 2 steps in this procedure
    1. Click on the Show Full Details option above the select Plan button. this image
    2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
  2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
    Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan… What this shows Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. What this shows Shows what this covers for step 2 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 2 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Step 2 of 2Image 4 of 7 What this coversYou can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
    Buttons and menus referenced YoucanreviewSelect Subscription PlanShow Full Details
    All 2 steps in this procedure
    1. Click on the Show Full Details option above the select Plan button.
    2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. this image

How to Pause Sub-Accounts in Bulk

Step 1: Select sub-accounts for bulk action & initiate pause action

  • Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
  • Use filters or search to locate the desiredaccounts and select multipleaccounts via checkboxes, or use the 'SelectAll' option.
  • Then click on the 'BulkActions' dropdown and choose 'PauseSub-Accounts'.
    [Use filters (like activity or plan status) to easily segment accounts for pausing.]
    Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub -… What this shows Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub - Accounts '. What this shows Shows what to choose for step 3 of 3 in the "Step 1: Select sub-accounts for bulk action & initiate pause action" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 3 of 3 in the "Step 1: Select sub-accounts for bulk action & initiate pause action" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub - Accounts '. [Use filters (like activity or plan status) to easily segment accounts for pausing.]. Step 3 of 3Image 5 of 7 What to chooseThen click on the ' Bulk Actions ' dropdown and choose ' Pause Sub - Accounts '. [Use filters (like activity or plan status) to easily segment accounts for pausing.]
    Buttons and menus referenced BulkActionsPauseSubAccountsSub-Accounts sectionsub-account listfilterssearchdesiredaccountsmultiple
    All 3 steps in this procedure
    1. Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
    2. Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the ' Select All ' option.
    3. Then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub - Accounts '. [Use filters (like activity or plan status) to easily segment accounts for pausing.] this image

Step 2: Set Pause Preferences

  • You'll now choose how to manage SaaS subscriptions and phone/A2P campaigns for these accounts:

    • Pause active subscriptions: Prevent further billing.

    • Keep charging the clients: Pause sub-account access but keep billing.

    • LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges.

      Step 3 of 4: LC Phone Numbers & A2P: Optionally disconnect and delete… What this shows Step 3 of 4: LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. What this shows Shows what this covers for step 3 of 4 in the "Step 2: Set Pause Preferences" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 3 of 4 in the "Step 2: Set Pause Preferences" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. The next step is to confirm and proceed. Step 3 of 4Image 6 of 7 What this coversLC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges.
      Buttons and menus referenced LC Phone Numbers & A2PPause active subscriptionsKeep charging the clients
      Next stepConfirm and proceed.
      All 4 steps in this procedure
      1. Pause active subscriptions: Prevent further billing.
      2. Keep charging the clients: Pause sub-account access but keep billing.
      3. LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. this image
      4. Confirm and proceed.
    • Confirm and proceed.

Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.

How to View Bulk Action History

Step 1: Open Bulk Action History

  • Navigate to the Bulk Action History screen under the Sub-Accounts section.
  • Here you can view all recent bulk jobs performed, including action type, date, user, and status.
    Step 2 of 2: Here you can view all recent bulk jobs performed, including action… What this shows Step 2 of 2: Here you can view all recent bulk jobs performed, including action type, date, user, and status. What this shows Shows what to fill in for step 2 of 2 in the "Step 1: Open Bulk Action History" section of "How to Bulk Manage SaaS Sub-accounts". This screenshot accompanies step 2 of 2 in the "Step 1: Open Bulk Action History" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you here you can view all recent bulk jobs performed, including action type, date, user, and status. Step 2 of 2Image 7 of 7 What to fill inHere you can view all recent bulk jobs performed, including action type, date, user, and status.
    Buttons and menus referenced Bulk Action HistorySub-Accounts
    All 2 steps in this procedure
    1. Navigate to the Bulk Action History screen under the Sub-Accounts section.
    2. Here you can view all recent bulk jobs performed, including action type, date, user, and status. this image

Step 2: Drill into Job Details

  • Click on any job row to see detailed results — which sub-accounts were successfully processed, which failed, and why. This helps quickly identify any accounts needing attention.

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