Agency Settings
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Agency Company Settings in GHL Customer Care
This article will show you how to update and personalize your Agency Company Settings in GHL Customer Care! From updating your agency's name, email, and logo to adding custom code or enabling powerful features like AI…
9 min16Branding System-Generated Links (API Domain)
This guide explains how to customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. Implementing branded domains enhances deliverability and…
3 min7How To Upgrade to GHL Customer Care's Agency Pro Plan ($497 SaaS plan)
This article provides a step-by-step guide on upgrading your GHL Customer Care subscription to a Pro plan. You’ll learn how to navigate the Billing Dashboard, review available plans, and complete the upgrade process…
3 min4How to Delete a Subaccount/Location
This article will guide you through deleting a sub-account (location) in GHL Customer Care. It also explains the 24-hour grace period that allows you to reverse a deletion before it becomes permanent. TABLE OF CONTENTS…
3 min5Customizing GHL Customer Care Menus: A Guide to Custom Menu Links
This article explains how to create, manage, and optimize Custom Menu Links in GHL Customer Care to enhance platform navigation and integrate external tools directly into the user interface. TABLE OF CONTENTS What Are…
5 min7Optimize Experience Features
The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users. By default, these will be enabled so you will need to disable…
1 min5How to change Agency's address in GHL Customer Care?
Keeping your agency's address up-to-date in GHL Customer Care ensures accurate billing, communication, and representation across the platform. This guide provides a step-by-step process to update your agency's address…
2 min4How do I find my Agency's Relationship Number?
Your Agency Relationship Number is a unique 7-digit identifier assigned to your GHL Customer Care agency account. It typically appears in this format: X-XXX-XXX GHL Customer Care Support, Services, Customer Success, or…
3 min6Audit Logs
Audit Logs in GHL Customer Care provide agency admins with a detailed record of system activities, making it easier to track user actions, identify errors, and maintain accountability. Whether it’s monitoring user…
3 min11Billing Related Questions for Agencies
Billing questions are easier to resolve when you know where a charge originated and which records to review. This guide explains how to manage your GHL Customer Care agency subscription, identify subscription and…
9 min10Login As User (Agency Admin Only)
Note: This is accessible for Agency Admin users only. Users with other roles will not see this option. The user must have the Enable Login As permission turned on in Agency permissions. Otherwise, the Login As button…
2 min5How to make agency subscription payments with 3DS cards?
Agency subscriptions fail to automatically renew when 3DS cards are added to the account, as 3DS cards require authentication by the card holder in order for the payment to be successfully processed. This article…
1 min4Agency Tax ID Guide
GHL Customer Care has begun capturing Tax ID numbers from its customers worldwide to ensure we are meeting our tax obligations. Here's a quick guide to update the Tax information for your agency. Value Added Tax (VAT) If…
5 min3Unified Payment Options Across All SaaS Locations
Unified Payment Options brings seamless, flexible billing to every SaaS location in GHL Customer Care. Whether you manage multiple sub-accounts or one location, you can now choose to pay with a saved card, wallet…
2 min3Snapshot Version Management
Snapshots Version Management lets agencies see exactly what changed in a snapshot after every refresh. Use Version History to review added, removed, and synced assets, and rely on version references in Account…
5 min8Add Funds to Your Agency Wallet Using ACH Direct Debit
Billing & Payments Add Funds to Your Wallet Using ACH Direct Debit Save on processing fees by topping up your agency wallet with ACH bank transfers for payments over $1,000 What You'll Learn GHL Customer Care agencies…
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