Streamline Client Account Management and Boost Your Business Efficiency

We’re excited to share some fantastic news! Our latest feature is designed to make your life a little easier. If you manage multiple accounts for your clients, you’ll love the new capabilities that allow you to streamline your operations. Let’s dive in!

📌 Why This Matters

Managing multiple accounts can be a daunting task for small business owners. With this new feature, you can save time and reduce stress by handling tasks for several accounts simultaneously. Streamlined management leads to increased efficiency and allows you to focus on growing your business!

✨ What’s New

  • Bulk Management of Sub-Accounts: Quickly manage multiple sub-accounts right from the Sub-Accounts List page—no more endless clicking!
  • Bulk Enable Services: Easily enable services for several clients at once by selecting payment providers and SaaS plans effortlessly.
  • Bulk Pause Accounts: Need to take a break from managing certain accounts? You can quickly pause multiple sub-accounts in one go!
  • Bulk Actions Tracking & History: Never lose track of what you’ve done! Check the detailed history of all bulk actions for complete transparency.

🛠️ How to Use It

  1. Access Sub-Accounts List: Go to the Sub-Accounts List page.
  2. Multi-Select Accounts: Apply your desired filter, then select sub-accounts using the checkboxes or the ‘Select All’ option.
  3. Initiate Bulk Actions: Click on the ‘Bulk Actions’ button and choose your desired action from the drop-down menu.
  4. Customize Settings: Depending on the action chosen, set your preferences, like selecting the payment provider for enabling services.
  5. Save Changes: Confirm your settings and save your adjustments.
  6. Track Progress: Keep an eye on the status of your bulk actions in the ‘History’ section.


💡 Pro Tip

Streamline your account management processes to focus more on your business growth strategies.

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