How to Turn Off Phone Integration on Sub-Accounts in GoHighLevel?
Are you managing multiple sub-accounts in GoHighLevel and want to turn off phone integration for some of them? Whether you’re trying to cut down costs or simply don’t need the phone functionality in certain sub-accounts, figuring out how to disable it can be tricky if you’re not familiar with the settings.
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In this blog, we’ll walk you through the steps to turn off phone integration on sub-accounts in GoHighLevel, making your life easier and your bills lighter.
Why Turn Off Phone Integration?
First, let’s address why you’d want to turn off phone integration in the first place. Many GoHighLevel users love the platform’s built-in phone features, such as sending SMS and making calls, but not every sub-account requires this functionality.
Maybe you’re managing a client who isn’t using SMS campaigns or call tracking, or perhaps you’ve noticed your phone usage charges adding up. Turning off phone integration can help save on unnecessary costs and streamline your sub-accounts for specific use cases.
Common Issues:
Before we dive into the solution, let’s talk about some of the common struggles you might face:
1. Unclear Settings: The phone settings are not always easy to locate, making it hard to figure out where to disable integration.
2. Fear of Affecting Other Features: You might worry that turning off phone integration will disrupt other essential services, like automation workflows.
3. Confusing Charges: Maybe you’re noticing unexpected phone usage charges and want to eliminate them without affecting your account’s performance.
Sound familiar? If so, keep reading, because we’re about to clear things up!
Step 1: Log Into Your GoHighLevel Agency Dashboard
First things first, log in to your GoHighLevel Agency Dashboard. This is your central hub for managing all client sub-accounts, so you’ll need to be here to make any changes.
Once logged in, you’ll be able to see all the sub-accounts tied to your agency. This is where you can select which accounts need phone integration turned off.
Step 2: Select the Sub-Account You Want to Edit
Next, navigate to the specific sub-account where you want to disable phone integration. GoHighLevel makes it easy to manage multiple clients, but you need to work on each sub-account individually. Click on the Accounts tab to pull up the list of sub-accounts.
Find the one you want to edit and click on it to enter that specific account’s settings.
Step 3: Go to Phone Numbers Settings
Here’s where you’ll find the magic button. Inside the sub-account, look for the Phone Numbers section in the settings.
This is where GoHighLevel keeps all of the phone-related data for that particular account—everything from phone numbers to SMS and call tracking features. Once you’re in this section, you’ll be able to see any active phone numbers currently tied to the account.
Step 4: Remove Phone Numbers and Disable Phone Features
To fully turn off phone integration, you’ll want to remove any phone numbers that have been assigned to the sub-account. Here’s how:
Delete Phone Numbers:
Click on the phone numbers listed in the Phone Numbers section and hit the delete or remove button. This will cut off any phone functionality, effectively disabling phone integration.
Turn Off SMS & Call Features:
If there are specific features like SMS campaigns or call tracking still running, make sure you go through and disable them as well. This ensures that the phone functionality is completely deactivated.
Step 5: Double-Check Automation
Here’s where things can get a little tricky. If the sub-account has any workflows or automations involving phone numbers, SMS, or calls, you’ll want to review and update those automations.
Go to the Automation tab and look for any steps involving SMS or phone calls. Either modify those steps or turn off the entire automation if it’s no longer needed. This is crucial because you don’t want a workflow breaking or sending error messages. After all, phone integration was removed.
Step 6: Save Changes and Confirm
After making all the necessary adjustments, don’t forget to save your changes. It’s always a good idea to double-check everything especially your automation settings—to ensure phone integration is fully turned off.
Once you’ve saved everything, you should see that the phone integration has been disabled, and the sub-account will no longer incur any phone-related charges.
Step 7: Monitor Billing
After turning off phone integration, keep an eye on your billing statement for a few weeks. This ensures no additional phone usage charges slip through. If you still notice charges, contact GoHighLevel support for further assistance in making sure everything is correctly deactivated.
Pro Tip: If you still see charges, it might be worth contacting GoHighLevel support to ensure everything is correctly deactivated.
Turning off phone integration for sub-accounts in GoHighLevel is a simple yet effective way to manage your client accounts more efficiently. Not only will it help reduce costs, but it also prevents unnecessary clutter and keeps your workflows clean.
If you’ve been hesitant to dive into the settings, rest assured that this process is straightforward and won’t take up much of your time. By following these easy steps, you’ll have more control over how each sub-account functions and can focus on what’s really important—helping your clients grow their businesses.