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Subscriptions

The Subscription section is where you manage your agency's own plan, add-ons, payment methods, and billing history. This is separate from the subscriptions you manage for your client companies.

Viewing Available Plans​

To see the plans available for your agency:

  1. Go to Subscription in the agency sidebar.
  2. Browse the available plans and their features.

Each plan shows what is included, such as the number of client companies (sub-accounts) you can manage, staff seats, and available features.

Current Plan Overview​

Your current plan is displayed at the top of the Subscription page. You can see:

  • Plan Name — The name of your active subscription.
  • Status — Whether your subscription is active, cancelled, or past due.
  • Billing Cycle — Monthly. Agency subscriptions renew every month.
  • Renewal Date — When your next payment is due.
  • Included Sub-Accounts — How many client companies are included with your plan.

Purchasing Add-Ons​

If you need more capacity than your current plan provides, you can purchase add-ons without upgrading your entire plan.

Sub-Account Add-Ons​

The most common add-on is additional sub-accounts, which let you manage more client companies:

  1. Go to Subscription.
  2. Find the Add-Ons section.
  3. Select the number of additional sub-accounts you need.
  4. Confirm the purchase.

Add-ons are billed alongside your regular subscription and take effect immediately.

tip

If you are consistently running out of sub-account slots, consider upgrading to a higher plan that includes more by default. It may be more cost-effective than purchasing individual add-ons.

Agency Wallet​

The Wallet tab holds your agency's prepaid balance. It funds your clients and playgrounds:

  • Transfer credits moves funds to one of your Sub-accounts or Playgrounds. You can also transfer from a client's row in the client list, and a new client receives an opening transfer when you add it.
  • New playgrounds are funded from the wallet — with an empty wallet, the playground list shows Top up wallet to create instead of New Playground.
  • Wallet transactions lists every movement — top-ups, transfers to clients, playground usage and refunds, number rental, calls, SMS — with a running balance, filterable by type.
  • Auto-recharge wallet tops the balance up automatically when it runs low.
  • Client wallet auto-recharge draws from this wallet too — keep it funded, or those top-ups pause (you get an email when one can't be covered).

If auto-recharge is off, the agency owner gets a one-time email when the wallet drops below $20 (or below the auto-recharge threshold you set), and again the next time it dips after recovering. An empty agency wallet stops number rentals, calls, SMS, and Agent K for clients that rely on it, so top up before it runs out.

Wallet actions need the Subscription & Payments permission.

When Your Plan Lapses​

Clients you don't charge through Stripe ride on your plan. If your agency's renewal fails, they keep working for about 3 hours after your billing period ends; after that each of them sees a Subscription Expired screen telling them to contact your agency (by name). Keep your payment method current so clients aren't interrupted. Clients who pay you through Stripe follow their own payments instead — see Charging Your Clients.

Payment History and Invoices​

To review your past payments:

  1. Go to Subscription.
  2. Open the Payment History section.

You see a list of all transactions, including:

  • Date — When the payment was processed.
  • Amount — How much was charged.
  • Status — Whether the payment succeeded, failed, or is pending.
  • Invoice — A downloadable invoice for your records.
note

Keep your invoices for your financial records. You can download them at any time from the Payment History section.

Payment Method Management​

You can manage the cards and payment methods linked to your agency account:

Adding a Payment Method​

  1. Go to Subscription.
  2. Open the Payment Methods section.
  3. Click Add Payment Method.
  4. Enter your card details.
  5. Save.

Removing a Payment Method​

  1. Go to Payment Methods.
  2. Click Remove next to the card you want to delete.
  3. Confirm the removal.
warning

You cannot remove your default payment method if it is the only one on file. Add a new payment method first, then remove the old one.

Setting a Default Payment Method​

  1. Go to Payment Methods.
  2. Click Set as Default next to the card you want to use for future charges.

All future subscription charges and add-on purchases will use the default payment method.

Retry Failed Payments​

If a payment fails (for example, due to an expired card or insufficient funds), you can retry it:

  1. Go to Subscription or Payment History.
  2. Find the failed payment.
  3. Click Retry Payment.
  4. Make sure your default payment method is up to date before retrying.
tip

If payments keep failing, check with your bank or update your card details in the Payment Methods section.

Cancel or Reactivate Your Subscription​

Cancelling Your Subscription​

  1. Go to Subscription.
  2. Click Cancel Subscription.
  3. Confirm the cancellation.

Your agency retains access until the end of the current billing period. After that, your client companies will lose access to the platform.

Reactivating Your Subscription​

If you change your mind before your access expires:

  1. Go to Subscription.
  2. Click Reactivate.
  3. Confirm the reactivation.

Your subscription resumes, and everything continues as before.

Next Steps​

Learn how to connect your LeadConnector (formerly shown as GoHighLevel) account in LeadConnector for Agencies.