Team and account

Add teammates and sub-accounts, get help, or pause or close your account.

#Invite a teammate

Open Settings → Team (the gear at the bottom of the sidebar) and click Invite.
Type their name and email. Inviting several people? Put commas between the emails.
Pick a Role (the dialog says what each one can open), then click Invite. They get an email to join.

Hasn’t joined yet? Click Manage on their row, then Resend invite. To change someone’s access later, click Edit on their row.

#Sub-accounts

Run several businesses under one Ready login. Each sub-account has its own contacts, numbers and sending. Open Sub-accounts in the sidebar, click Add sub-account, and pick who pays:

You pay makes a sub-account you pay for. Its texts come out of your balance.
They pay Ready emails the owner a link to add a card. It’s an independent sub-account with its own card and balance.

Manage them all from Sub-accounts in the sidebar. The table shows each one’s registration, numbers, GoHighLevel link, billing and spend this month. Once GoHighLevel is connected, the table also has a GoHighLevel column with each location’s status, and Link links a location to a sub-account (see Link a location later). Open a sub-account you pay for to see its team, numbers and billing, or remove it. If it has an owner email, you can also make it independent. Open an independent one to move it to your billing or stop managing it. Partners can also bill their sub-accounts and earn on the businesses they bring: see the Partner program.

Tick the boxes at the left of several rows and a bar offers Apply default products, Add registration, Change billing (agencies), Export and Archive for all of them at once.

Your own account is the first row under Sub-accounts in the account menu, named after your Organization. To work inside a client’s sub-account, open it and click Open account. The account menu then shows Leave this sub-account, and your own account is listed there to switch back.

#Ready ID

Every account and sub-account has a Ready ID: a whole number Ready gives it when it’s created. It never changes, not when you make a sub-account independent or move it to your billing, and no two accounts share one. Ready tracks an account by this number everywhere:

In the app. Open a sub-account from Sub-accounts. Its Details list the Ready ID with a copy button, above the GoHighLevel location, owner, access and billing. Your own account has one too.
In the API. It’s the id of a sub-account, and the value you send as X-Sub-Account-Id.
At Ready. Our staff panel shows it as a Ready ID column in the user list and as its own row, with a copy button, at the top of the account’s page. Searching the list by the number finds the account.

When you write to support@tryready.com about an account, include its Ready ID so we open the right one.

#Defaults for new sub-accounts

Click Defaults at the top of Sub-accounts to set what every new sub-account starts with. Each card has its own Save button, except GoHighLevel, whose switches save as soon as you flip them. New sub-accounts start with your own settings for the opt-out footer, Scrubber, Validator and numbers, and each one changes its own in Settings.

Billing your clients (agencies): Your clients pay Ready (they add a card and pay at your prices, for partners only) or You pay (Ready bills you and never charges them). Billing settings opens the same choice in Settings → Billing.
Sending capacity: Don’t share, or Share with new sub-accounts until they’re registered. When sharing, pick Your registration and set a Daily limit for each sub-account. Under it, Ready shows how many texts a day that registration still has available.
GoHighLevel (once it’s connected): Set up new GoHighLevel locations automatically gives each new location its own sub-account, linked. Let Ready Bot into your GoHighLevel agency lets Ready Bot switch locations to Ready.

#Appearance

With no theme saved, Ready follows your computer’s light or dark setting. To switch, open Settings → Profile, find Appearance and turn Dark mode off or on.

#Get help

Email support@tryready.com. Say which account you’re in and what you were trying to do.

#Pause or cancel

Open Settings → Profile and scroll to Cancel your subscription, then click Cancel subscription.

Pause billing instead and keep my number stops your monthly charges and Auto top-up for 90 days. You keep your number. The pause ends on its own after 90 days, and we email you 7 days before. Then your monthly charges start again, and you’re never charged for the paused months. Resume any time before then.
Cancel subscription first shows what you lose. Continue canceling may offer you free credits to stay, then asks why you’re leaving, and Cancel my subscription cancels it. You keep access until the end of your billing period. You lose your numbers, your registration and any balance left on your account, and your automations and drip campaigns stop. Until then, open Cancel subscription again and click Keep my subscription to undo it.

Canceling stops billing; it does not delete your data. Your contacts, messages and call recordings stay on Ready. Download a copy first: select your contacts and choose Export, select conversations in your Inbox and choose Export, in Reports open Calls and choose Export CSV, and on Billing choose Export for your history. To have your account and its data deleted, email privacy@tryready.com.

One browser holds one Ready sign-in. If you sign in to your own account in the same browser, it replaces the team login. Use a separate browser profile or a private window for the second account.