Guide, GoHighLevel

GoHighLevel SaaS mode setup

GoHighLevel SaaS mode lets an agency sell the platform as its own subscription product. You connect a payment provider at the agency level, build plans in the SaaS Configurator, then add those plans to a pricing page. Rebilling with a markup is listed as a feature of the $497 Agency Pro plan.

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What do you need first?

  • The Agency Pro plan, listed at $497 a month
  • An Agency Admin role, which the setup requires
  • A connected payment provider
  • A snapshot for each plan you intend to sell

What are the setup steps?

  1. 1In the agency account, connect Stripe under Settings, Stripe Integration.
  2. 2Build your plans in the configurator, with pricing, trials, credits and snapshots.
  3. 3Add the plans to a pricing and signup page in an agency sub-account.
  4. 4Run one test signup from start to finish, including the card and the snapshot load.

What is the difference between V1 and V2?

SaaS V1SaaS V2
System of recordStripeHighLevel
Payment providersStripe onlyAlso NMI, Square and Authorize.net
Extra requirementNone listedAn Agency Sub-Account with a payment provider set up

How does rebilling work?

New sub-accounts created by SaaS mode get rebilling with a markup by default. For existing clients it is set per sub-account, under Agency View, Sub-Accounts, Manage Client, Rebilling.

Can you switch on SaaS mode in bulk?

HighLevel's guided activation has conditions. You need the $497 plan, Smart Prompts for SaaS Enablement switched on in Labs, more than 10 sub-accounts, and at least one sub-account not on SaaS. Accounts with no card on file get locked until the client adds one, so warn clients first.

Frequently asked questions

Can I use a processor other than Stripe?
Yes, with SaaS V2. HighLevel lists NMI, Square and Authorize.net.
Does each SaaS client still need A2P registration?
Yes, if the sub-account sends SMS to US numbers.

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