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How to setup Gohighlevel SAAS Mode
Accessing SaaS Mode in GoHighLevel
Ensure you have a GoHighLevel Agency account. SaaS mode is only available for Agency-level accounts.
Log in to your GoHighLevel account.
Navigate to the Agency Settings by clicking on your account icon in the bottom left and selecting Agency Settings.
Enabling SaaS Mode
In the Agency Settings, find the SaaS Mode tab and click on it.
Toggle the SaaS Mode switch to “On.”
Review the SaaS features and pricing. GoHighLevel provides preset SaaS plans, but you can customize these to fit your business model.
Setting Up SaaS Pricing
GoHighLevel provides three pre-defined SaaS packages.
Starter, Professional, and Advanced.
You can customize each package by setting your prices, deciding which features are included, and defining any usage limits (e.g., number of accounts, contacts, etc.).
Save your pricing plan changes.
Customizing SaaS Features
Go to the SaaS Features section within the SaaS Mode settings.
Enable or disable features that you want to offer in your SaaS packages. These may include CRM, SMS, Email Marketing, Funnels, Websites, Memberships, and more.
Configure any additional settings, such as the maximum number of emails, SMS, or contacts allowed per plan.
Setting Up Stripe for Payment Processing
To manage billing for your SaaS customers, you need to integrate Stripe.
In the SaaS Mode settings, find the Stripe Integration section.
Click Connect with Stripe and follow the prompts to link your Stripe account with GoHighLevel.
Set up your billing terms, such as monthly or annual billing cycles.
Customizing Your Branding
Go to the Agency Branding section to customize your SaaS offering under your brand.
Upload your logo, set your brand colors, and customize the domain where your clients will access the platform (e.g., dashboard.yourbrand.com).
Update the email templates with your branding for system notifications like invoices, password resets, etc.
Setting Up Sub-Accounts (Client Accounts)
Create sub-accounts for your clients by navigating to Accounts in the Agency Settings.
You can manually create accounts or automate the process using onboarding forms that automatically create a sub-account when filled out.
Assign the appropriate SaaS package to each sub-account.
Testing Your SaaS Setup
Before launching, create a test sub-account to ensure everything is working correctly.
Test the signup process, billing, and feature access to verify that everything is configured correctly.
Make any necessary adjustments based on your tests.
Launching Your SaaS Offering
Once everything is set up and tested, you’re ready to launch.
Promote your SaaS offering through your marketing channels.
Use GoHighLevel’s funnel and automation tools to onboard new clients seamlessly.
Managing and Scaling
Monitor your clients and their usage from your Agency Dashboard.
Use GoHighLevel’s automation and reporting tools to manage and scale your SaaS business.
Regularly review your pricing and feature offerings to stay competitive and meet client needs.
Frequently Asked Questions
SaaS mode in GoHighLevel allows you to offer the platform as a service to other businesses under your own branding. You can create custom pricing plans, manage sub-accounts, and offer various features like CRM, marketing automation, and more.
To enable SaaS mode, you need to have an Agency-level account in GoHighLevel. Additionally, you’ll need a Stripe account for handling payments and billing for your clients.
Yes, you can fully customize the pricing plans in SaaS mode. You can set your prices, choose which features are included in each plan, and define any usage limits, such as the number of contacts or emails allowed.
You can integrate Stripe by navigating to the SaaS Mode settings in your Agency dashboard. From there, you’ll find an option to connect your Stripe account, which will handle all payment processing for your SaaS clients.
Yes, GoHighLevel allows you to white-label the platform, meaning you can use your own branding, including your logo, colors, and custom domain (e.g., dashboard.yourbrand.com) for the SaaS offering.
You can create sub-accounts manually via the Agency Dashboard or automate the process using onboarding forms that automatically create sub-accounts when filled out by new clients.
You can offer a wide range of features, including CRM, email and SMS marketing, sales funnels, websites, membership sites, booking calendars, and more. You can choose which features to include in each of your pricing plans.
As the SaaS provider, you’ll be responsible for supporting your clients. You can set up a helpdesk, use GoHighLevel’s chat features, or integrate with a third-party support system to assist your clients.
There is no hard limit on the number of sub-accounts you can create. However, your hosting and infrastructure should be capable of handling the load. GoHighLevel’s pricing tiers may also include different levels of resources and features.
Conclusion
In conclusion, setting up GoHighLevel in SaaS mode empowers you to offer a comprehensive marketing and CRM platform under your own brand, allowing you to scale your business by providing value to other businesses. The process involves configuring your SaaS settings, customizing pricing and features, integrating with Stripe for payment processing, and branding the platform to align with your identity. By following the steps outlined, you can create a seamless, scalable SaaS offering that meets the needs of your clients while providing them with powerful tools to grow their businesses. With proper setup and ongoing management, GoHighLevel SaaS mode can be a highly effective solution for expanding your service offerings and revenue streams.
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