Auto-reselling provides agencies with a streamlined way to offer and manage the Branded Client Portal Mobile App for their clients. Connecting your agency’s Stripe account enables you to efficiently collect subscription payments and tailor offerings to meet client needs. This guide walks you through the prerequisites for setting up auto-reselling, customizing offers for clients, disabling the app for certain clients, and managing billing and deployment without using Stripe. It also explores how clients discover and set up the Branded Client Portal Mobile App, ensuring a seamless experience for both agencies and clients.
Prerequisites for Auto-Reselling #
To enable auto-reselling, you must first connect your agency’s Stripe account, which will be used to collect subscription payments for the Branded Client Portal Mobile App from your clients.
Note: If you do not have a Stripe account, you can still deploy the Branded Client Portal App to sub-accounts without using the auto-resell feature.
Setting Your Branded Client Portal Mobile App Price #
You can set the pricing for your agency-wide offer by navigating to the Agency menu, and then selecting the Reselling tab. This allows you to establish a consistent price across your agency.
Personalizing Offers for Certain Clients #
If you wish to offer customized pricing to specific clients, follow these steps:
- Go to the Sub-Accounts List, search for the client, click on the three dots, and select Manage Clients.
- Navigate to the Reselling section, adjust the Branded Client Portal Mobile App pricing, and click Save.
Disabling the Branded Client Portal Mobile App for Certain Clients #
To disable the Branded Client Portal Mobile App for specific clients:
- Go to Sub-Account List, search for the client, click on the three dots, and select Manage Clients.
- Navigate to the Reselling section, and toggle off the Branded Client Portal Mobile App.
Note: This option can only be disabled before the sale is completed. Once a location has purchased the Branded Client Portal Mobile App, it cannot be disabled through this method.
Direct Deployment Without Stripe/Reselling #
If you prefer to deploy the Branded Client Portal Mobile App directly to a location without using Stripe or the reselling feature:
- Go to Sub-Account List, search for the client, click on the three dots, and select Manage Clients.
- Scroll down to the Reselling section, under Branded Client Portal Mobile App, read and accept the terms and conditions, and click Pay Now.
Note: The Branded Client Portal Mobile App will not be visible under app settings for the location until manual deployment is completed. This method does not create a subscription between the location and agency, but subscriptions with the platform and the agency will still be created.
Managing Your Payments #
To review your payments and see which accounts are being billed:
- Navigate to Agency Settings > Billing > Subscription > Reselling Branded Client Portal Mobile App. Here, you can view the amount you are paying per month and the number of active subscriptions.
- Click on Show Sub-Accounts to see a detailed list of all sub-accounts using the Branded Client Portal Mobile App.
Client Experience #
Discovering the Branded Client Portal Mobile App #
Your clients can find the Branded Client Portal Mobile App by navigating to Sites > Client Portal > Settings > Branded Mobile App.
Completing the Purchase #
Once your clients discover the feature, they can purchase the Branded Client Portal Mobile App by submitting their payment details and confirming the purchase. Upon clicking the confirm button, the system will create the subscription, process the payment, and direct them to the app dashboard.
Understanding Billing #
When your client purchases the Branded Client Portal App, two subscriptions are created in the system:
- Between your client’s card and your Stripe account, allowing you to collect payments from your clients.
- Between HighLevel and your Stripe account, where you pay $79/month/location to HighLevel.
Setting up and managing the Branded Client Portal Mobile App through auto-reselling ensures a smooth and customizable experience for both your agency and clients. Whether you’re using Stripe for automated billing or manually deploying the app, maintaining control over the process allows you to offer tailored solutions that meet the specific needs of your clients.
Frequently Asked Questions #
Do I need a Stripe account to offer the Branded Client Portal App? #
A Stripe account is required to use the auto-resell feature and collect subscription payments from clients. If you do not have one, you can still deploy the app to sub-accounts directly without using auto-reselling.
How much does the Branded Client Portal App cost the agency? #
The agency pays HighLevel $79 per month per location. When a client purchases the app, two subscriptions are created: one between the client’s card and your Stripe account, and one between HighLevel and your Stripe account.
Can I set different prices for different clients? #
Yes. Set an agency-wide price under the Reselling tab in the Agency menu, or open a specific client through Manage Clients, go to the Reselling section, adjust the Branded Client Portal Mobile App pricing, and save to apply custom pricing.
Can I disable the app for a client after they have purchased it? #
No. The app can only be toggled off before the sale is completed. Once a location has purchased the Branded Client Portal Mobile App, it cannot be disabled through the Manage Clients reselling toggle.
Where can clients find and buy the Branded Client Portal App? #
Clients navigate to Sites > Client Portal > Settings > Branded Mobile App, submit their payment details, and confirm the purchase. The system then creates the subscription, processes payment, and directs them to the app dashboard.
How do I see which sub-accounts are being billed for the app? #
Go to Agency Settings > Billing > Subscription > Reselling Branded Client Portal Mobile App to view your monthly amount and active subscriptions, then click Show Sub-Accounts for a detailed list of every location using the app.
