GoHighLevel SaaS Sub-Account Bulk Guide

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GoHighLevel SaaS Sub-Account Bulk Guide

If you manage many SaaS clients, switching between GoHighLevel and tools like ClickUp can slow you down. This guide shows you exactly how to manage SaaS sub-accounts in bulk inside GoHighLevel so you can automate recurring admin work, apply changes at scale, and keep your account list organized without manual clicks on every single location.

All steps below are based on the official GoHighLevel functionality for SaaS sub-account management and assume you already have an Agency Pro account with SaaS mode enabled.

Understanding GoHighLevel SaaS Sub-Accounts

Before using bulk tools, you need to know what SaaS sub-accounts are and where they live inside GoHighLevel.

  • SaaS sub-accounts are the individual client accounts you sell under your SaaS plans.
  • Each sub-account can have a specific plan, addons, and usage limits.
  • Bulk actions let you update many sub-accounts at once from the Agency level instead of logging into each location.

Bulk management is handled in the Agency dashboard, specifically in the SaaS management or sub-accounts area of GoHighLevel.

Accessing Bulk Management in GoHighLevel

Follow these steps to reach the bulk tools for SaaS sub-accounts:

  1. Log in to your Agency view in GoHighLevel.
  2. From the left sidebar, go to the SaaS or Sub-Accounts section (label may vary slightly depending on updates).
  3. Confirm you are viewing your list of SaaS sub-accounts, not just a single location.

Once you see the table of sub-accounts, you will be able to select multiple items and apply bulk actions.

Filtering Sub-Accounts in GoHighLevel Before Bulk Actions

Before you perform a bulk update, you should narrow the list down to only the sub-accounts you want to change. GoHighLevel provides several filtering options so you can target a very specific group.

Common Filters in GoHighLevel

Within the sub-accounts list, you will typically find filters like:

  • Plan type – filter by the SaaS plan (for example, Starter, Standard, or Pro).
  • Status – filter by active, trial, canceled, or suspended accounts.
  • Creation date – filter accounts created in a defined date range.
  • Email or business name – search for specific clients by name or contact.

Use these filters to create a view of exactly the sub-accounts you want to update in GoHighLevel, especially when changing billing or feature access in bulk.

How to Select SaaS Sub-Accounts in Bulk

After filtering, select the sub-accounts you want to manage in bulk.

  1. Check the box at the top of the table to Select All visible sub-accounts.
  2. Optionally, uncheck any sub-accounts you do not want included.
  3. Confirm how many sub-accounts are selected (often displayed near the checkbox or top bar).

Selection is critical because all chosen sub-accounts will receive the same bulk action inside GoHighLevel.

Available Bulk Actions in GoHighLevel SaaS Management

Once your SaaS sub-accounts are selected, you can apply one or more of the available bulk actions. The exact options can vary as GoHighLevel evolves, but they typically include several core operations.

Bulk Plan Changes in GoHighLevel

Use this option to move many clients to a new SaaS plan at once.

  1. Select the sub-accounts you want to change.
  2. Click the Bulk Actions or similar button.
  3. Choose Change Plan (or equivalent wording).
  4. Select the new plan from the dropdown.
  5. Confirm the update when asked.

This is useful when you create a new package and want to migrate a segment of your GoHighLevel SaaS user base without editing each sub-account manually.

Bulk Enabling or Disabling Features

You may want to enable or disable certain addons or features across many sub-accounts, such as:

  • AI or advanced automation features
  • Additional user seats
  • Extra funnels or pipelines

To do this in GoHighLevel:

  1. Select the relevant sub-accounts.
  2. Open the bulk action menu.
  3. Choose a feature or addon action, such as enabling or disabling a specific module.
  4. Confirm the changes.

All selected sub-accounts will inherit the new feature settings.

Bulk Status Updates

Sometimes you need to update the status of multiple SaaS sub-accounts, for example when ending a promotion or cleaning up trials.

  1. Filter by status (for example, trial or past due).
  2. Select the matching sub-accounts.
  3. Use the bulk action to change their status (for example, move from trial to active, or suspend).
  4. Confirm and save.

Bulk status management inside GoHighLevel helps keep your billing and usage records current.

Best Practices for Bulk Management in GoHighLevel

Bulk tools are powerful, so use them carefully. Consider these best practices before running large updates.

Always Test with a Small Sample

Before updating hundreds of SaaS sub-accounts, test actions on a small group:

  • Select 2–5 internal or test sub-accounts.
  • Run the same bulk action on that small set.
  • Verify results: plan, features, and status all look correct.

This reduces mistakes that could impact many live clients.

Communicate Changes to Clients

If bulk actions change pricing, limits, or key features, notify your clients in advance. You can send an email broadcast from GoHighLevel or through your own email tool explaining:

  • What is changing
  • When it takes effect
  • How it benefits them
  • Who to contact for questions

Document Your Bulk Processes

Use an internal SOP template (for example, in ClickUp or another project management platform) to document:

  • Which filters to apply
  • Which sub-accounts to include or exclude
  • Exact steps and screenshots inside GoHighLevel

This ensures your team repeats bulk actions consistently and safely.

Troubleshooting Bulk Actions in GoHighLevel

If a bulk operation does not behave as expected, check these areas first:

  • Filters: Make sure you did not accidentally filter out some sub-accounts.
  • Permissions: Confirm your Agency user has enough permissions for SaaS and billing changes.
  • Plan Settings: Confirm the target plan or addon is configured correctly in your GoHighLevel SaaS settings.

If issues persist, consult the official help resource for this feature: How to manage SaaS sub-accounts in bulk with ease.

Scaling Your SaaS with GoHighLevel Bulk Tools

Bulk sub-account management is essential once you grow beyond a handful of clients. Used correctly, it lets you:

  • Roll out new plans or offers to targeted groups.
  • Clean up inactive or trial accounts efficiently.
  • Standardize feature sets across similar client segments.
  • Spend more time on strategy instead of manual admin work.

To further optimize your SaaS processes, you can also study automation strategies and agency operations advice from specialist resources like Consultevo, then implement the workflows inside GoHighLevel.

By combining precise filters, careful selection, and well-planned bulk actions, you can manage large numbers of SaaS sub-accounts inside GoHighLevel with confidence, accuracy, and minimal manual effort.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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