Software-as-a-Service (SaaS) is a delivery model for software applications where the software is hosted in the cloud and provided to users over the internet on a subscription basis. Enabling SaaS capabilities will empower you to create a customized version of the HighLevel platform for your clients while still benefiting from the robust features and functionalities of the original HighLevel platform.

Pre-requisites #

This is an exhilarating step, so we understand if you want to jump right in. However, before you can enable SaaS, you must:

• Create an Agency Sub-Account.
• Activate the Telephony System.
• Complete your agency’s configuration, including setting your white-labeled login domain, API domain URL, logo, and activating your premium features.

Connecting Your Payment Processor #

From your agency’s view, navigate to the Stripe section in your Settings and click Connect to your Stripe account.

A pop-up window will open; in there, log in to your Stripe account.

Once connected, switch to your agency’s sub-account, head to the Integrations tab in the Payments section and click connect next to Stripe.

Click Connect with Stripe.

Like before, this will redirect you to Stripe to connect your account. Make sure to select the same account you connected to the agency.

Creating A SaaS Product #

Still inside the sub-account’s view, head to the Products tab in the Payments section and click + Create Product.

Toggle Use as SaaS Product on for your product.

Fill out the details of your product as normal, then head to the SaaS section.

Click Select one under Category, then click + Add new Category.

Give a name to your category, select a Category Currency, then click Save. This is used to group plans, helping you keep related offers organized.

Set the user and contact limit for the product.

In the Features tab, click + Attach Snapshot to automatically include it in the plan.

Select the features you want to include in the plan by clicking on them to turn them blue, or remove them by turning them white.

The system will bill for usage in the form of credits, which you can provide as a gift for customers upon sign-up or renewal. To add Complimentary Credits, enable the option, select if it is a one-time thing or recurring, then set the credit total.

Note: You can enable unused credit rollover for recurring credits.

Configure your rebilling margin, then save your product.

Note: This can be modified later if needed.

Set a monthly and yearly pricing for your product, then click Save.

Once you’ve created your product, simply repeat the process for different service tiers and add them to your funnel or website for purchasing.

Advanced Settings #

Head back to your Agency View to set how sub-account subscriptions are managed after creation. Select the Advanced Settings tab inside the SaaS Configurator section.

Scroll to Sub-Account Onboarding. This section will help you manage automation for getting customers started after subscription.

And there you have it. These are the basics needed to get your SaaS plans set and start your agency’s journey. We hope this guide, along with the other articles in this category, helps you run the agency of your dreams.

Frequently Asked Questions #

What if I accidentally delete a plan from Stripe? #

If a plan is deleted from Stripe, you may need to reset your SaaS Configurator in the CRM and reconfigure your plans.

Can I offer multiple SaaS plans? #

Yes, you can configure and offer multiple SaaS plans to cater to different client needs and preferences.

Can clients control their rebilling settings? #

Yes. Clients can view their current credit balance and all usage/charges and configure their re-charge settings by going to Settings > Company Billing.

What do I need to complete before enabling SaaS Mode? #

You must create an Agency Sub-Account, activate the Telephony System, and complete your agency configuration, including your white-labeled login domain, API domain URL, logo, and premium features.

Do I connect Stripe in more than one place? #

Yes. Connect Stripe at the agency level first, then connect the same Stripe account in your agency’s sub-account through the Integrations tab in the Payments section.

How does usage billing work in SaaS Mode? #

Usage is billed in the form of credits. You can gift complimentary credits at sign-up or renewal (one-time or recurring), enable rollover for unused recurring credits, and configure a rebilling margin, which can be modified later.