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What is SAAS?

SaaS, which stands for “Software-as-a-Service,” is a software delivery model where applications are hosted in the cloud and accessed by users over the Internet through a subscription-based model. With SaaS, users can conveniently access software and its features using a web browser without the need to install or maintain any software locally on their devices. This model has gained popularity due to its advantages, including scalability, automatic updates, reduced upfront costs, and enhanced accessibility. Many widely-used software solutions, such as email marketing platforms, customer relationship management (CRM) systems, and project management tools, are offered as SaaS applications.

Why use Highlevel's SaaS Mode?

HighLevel’s SaaS mode differentiates itself by enabling agencies to utilize the software and resell it under their own brand. This unique feature empowers agencies to create a customized version of the HighLevel platform, presenting it as their proprietary software while leveraging the robust functionalities and capabilities of the original HighLevel platform.

Furthermore, HighLevel’s SaaS mode offers white labeling, allowing agencies to fully brand the software as their own, eliminating any visible traces of HighLevel’s branding. This seamless integration ensures agencies can provide their clients with a cohesive and personalized experience. Additionally, HighLevel’s SaaS mode boasts straightforward setup, convenience, and cost reductions, making it an appealing choice for agencies seeking to expand their service portfolio and increase recurring revenue opportunities.

Step 1: Connect Stripe To Your Agency Dashboard

  • Sign into your Stripe Account
  • In a new browser, log into your Agency HighLevel account, go to Settings > Stripe Integration Payments (Note: the video below instructs you to go to the Stripe Integration tab, which has moved to the Payments tab)
  • Click the “Connect To Your Stripe Account button, which will open up Stripe and prompt you to connect.

Step 2: Configure Your SaaS Plans

  • Agency account > Plan Configurator
  • Build your plans, set your pricing, select your trial, add Twilio credits, attach snapshots, and choose Twilio rebilling profit. 
  • Click “Show Stripe Product Details” to copy the Stripe plan ID under each plan price.
Please Note:
These plans are created in the Agency’s Stripe and Must NOT be deleted from there, else we’ll need to reset your SaaS Configurator.

Step 3: Build Your Pricing Page

Please Note:

Please keep Sticky Contact disabled on your order form for SaaS Funnels, and enable the option ‘New Contact on every purchase’

If you use version 2 funnels/website, please skip the Steps for Version 2 funnels.

  • Switch into your agency sub-account > Settings > Integrate the same Stripe account from Step 1
  • Create a Pricing Signup page and add the plans from the SaaS configurator to the Product Tab.

Steps for (Version 1) funnels:

  • Build out your Pricing/Signup page
  • Add the 2-Step Order Form to the page
  • Go to Advanced settings for the order form
  • Disable ‘Sticky Contact’
  • Enable ‘New Contact On Every Purchase
  • You’re ready to go!

Please note:

It is recommended to use Version 2 funnels. Migrate your funnel to Version 2 now!

Steps for (Version 2) funnels (Recommended):

  • Step 3.1: Copy Stripe ID from SaaS Configurator
  • Step 3.2: Head into your SaaS Selling Location > Payments tab
  • Step 3.3: Click on “+ Import from Stripe” button
  • Step 3.4: Paste Stripe ID from Step 1: You will see (agency plan) when selecting your price
  • Step 3.5: Add Setup fee (optional)
  • Step 3.6: Hit “Import Product & Price”

Please note:

Only Stripe works for SaaS products; PayPal will not work.

Step 4: Build A Notification Workflow

You’ll most likely want to build a Workflow to notify yourself when a new SaaS Customer signs up so that you can kick off whatever onboarding you have planned and purchase a white-labeled DFY setup.

  • Create a new Workflow.
  • Click “Add New Workflow Trigger,” search & select “Order Form Submission,” add a filter for “In Funnel/Website,” then specify the funnel that contains your sales page.


What happens when someone signs up?

When a SaaS Subscription is sold (meaning someone signs up for one of your plans that was created via the SaaS Configurator via a 2-Step order form), the following occurs:

  • A location/sub-account is created using the First & Last Name entered into the 2-Step Order Form as the Location Name
  • A User is created using the First Name, Last Name, and Email entered into the 2-Step Order Form, and a password is generated.
  • Location permissions are applied to the sub-account based on the feature set of the purchased plan in the SaaS Configurator.
  • SaaS Mode is enabled for the sub-account.
  • Twilio Rebilling is enabled for the sub-account according to the Rebilling settings in the SaaS Configurator.
  • An email is sent from your default Mailgun sending subdomain to the user that was created containing the username & password (if you don’t have your own Mailgun configured, the Email is sent from replies.leadconnectorhq.com)

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.

Can I sell SaaS Mode in a different currency?

Yes, you need to create your SaaS plans like usual, go into Stripe, edit the Product price, change the currency, then manually edit the Product settings in your funnel/website sales page. and

Please Note:

This edit cannot be made after the product has an active subscription. The Twilio rebilling will still function in US dollars.

Why is my subaccount not created when purchasing on the SaaS funnel?

SaaS subaccount will not be created in the following cases:
  • The price purchased is not a SaaS price (the price must be located inside the SaaS product made in Stripe)
  • Purchase is in Test mode
  • Purchase is not in Stripe (using PayPal instead)
  • The Email used for purchase already has an account associated with it (use a different email for purchasing a new subaccount)

Can I use SaaS Mode just for Twilio Rebilling (no plans)?

Yes, you can manually activate SaaS Mode for any existing sub-account by going to your Agency Account > Sub-Accounts tab, scrolling to the sub-account, clicking the three-dot icon to the right of the sub-account, and selecting “Switch To SaaS.

What about Tax?

If you have customers who have already purchased, log into Stripe and go to Products > Tax Rates, where you can add Tax (“inclusive” means your agency will cover the Tax – “exclusive” means the Customer will pay Tax on top of the plan price). After you create the Tax rate, copy the Tax Rate ID, go to the Customer> edit subscription, Add Tax, and select the rate you made.

For new customers moving forward, you can dynamically calculate and apply accurate taxes in real-time by using a third-party Stripe integration, which you can find here: https://stripe.com/partners/apps-and-extensions/tax-calculation

How can I add my products/services to SaaS Products?

Your customers only ever see what’s on the sales page, so add the corresponding sales copy to your sales page, include whatever is needed for the product/service in your snapshot, and configure your price.

How can I change the price of SaaS Mode for a specific client?

Log into Stripe, find the Customer, and edit their subscription.

Can I change the permissions of an existing SaaS Mode sub-account?

Yes, to do so:

  1. Go to your Agency Account > Sub-Accounts tab
  2. Click the “Manage Client” link on the right side of the sub-account/location you want to adjust permissions for
  3. Scroll to the “Enable/Disable Products” section to toggle on/off features.