Agency Settings
8 articles42 explained images
Labs Features - Complete Overview
GHL Customer Care Labs gives users early access to new and evolving features, so you can test changes, share feedback, and prepare teams before features reach general availability. This guide explains where to find Labs…
6 min12How do I check my agency plan?
To check your agency plan please go to agency level view -> settings Go to billing option in the left menu and your agency plan will be shown like this For example, in this case this agency is on the 497 Pro plan.
1 min2SaaS: Multiple Payment Providers/UI Enhancement
Overview The sub-account billing page has been improved to make it easier for SaaS (Software as a Service) sub-accounts with payment options other than Stripe. Here’s what’s new: Updated SaaS Activation Process When an…
1 min4Subaccount Launchpad
LaunchPad provides a guided, interactive onboarding experience at both the agency and sub-account (location) levels. It centralizes first-step tasks, video walkthroughs, and progress tracking so teams can get…
7 min6Agency Billing - Wallets & Transactions Summary
The Agency Wallet Summary tab gives admins a faster way to understand wallet spending across all sub-accounts from one place. This article shows how to access the Summary tab, read each spending insight, review…
3 min5Agency Wallet - Monthly Wallet Top-up Receipts
Monthly Wallet Top-up Receipts give agencies a simple way to keep a monthly record of prepaid wallet credits added in GHL Customer Care. These receipts help separate wallet funding records from other billing documents…
2 min2Announcements Builder
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7 min7In-App Banner Management
Quickly control which in‑app banners your clients see—and keep your interface on‑brand—using GHL Customer Care’s Banner Management in Agency Settings. Use it to review, prioritize, and enable/disable banners across the…
3 min4