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How to upgrade to Gohighlevel SAAS Plan
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)
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
What is SaaS mode in GoHighLevel?
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.
What are the prerequisites for enabling SaaS mode in GoHighLevel?
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.
Can I customize the pricing plans in SaaS mode?
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.
How do I integrate Stripe for payment processing in SaaS mode?
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.
Can I use my own branding in GoHighLevel SaaS mode?
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.
How do I create sub-accounts for my clients in SaaS mode?
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.
What features can I offer to my clients in SaaS mode?
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.
How do I handle client support in SaaS mode?
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.
Is there a limit to the number of sub-accounts I can create in SaaS mode?
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.
How can I monitor my clients’ usage in SaaS mode?
You can monitor client usage through the Agency Dashboard, where you can track metrics such as the number of contacts, emails sent, SMS messages sent, and more. This helps in managing resources and ensuring that clients stay within their plan limits.
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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