Guide to SaaS Plan Creation, Sales, and Customer Onboarding

'Agency Sub-Account' is the sub-account that is owned by you (the Agency), which is used for managing your internal operations. None of your customers ideally should have access to this sub-account.

It is recommended to create a fresh new sub-account for managing SaaS Mode. You can also have multiple of such sub-accounts.

TABLE OF CONTENTS

• Section 1: Setup your SaaS Configurator
  • Step 1: Select your Agency Sub-Account(s)
  • Step 2: Create SaaS Plans
  • Step 3: Configure your SaaS Plan
  • Step 4: Save your Plan
• Section 2: Selling your SaaS Plans
• Section 3: Onboarding SaaS Clients

Section 1: Setup your SaaS Configurator

Step 1: Select your Agency Sub-Account(s)

• At the agency level, in SaaS Configurator > Configure tab, click on 'Select Sub-Accounts'.
• Select your Agency Sub-Account from the drop-down, and select 'Add Sub-Account'.

Step 2: Create SaaS Plans

• Option 1: Via SaaS Configurator
  1. In your SaaS Configurator, select the 'Add Your Plan' button.
  2. Select the location (sub-account, from the list of your configured agency sub-accounts) where you need to create the product i.e. the one you'll be using to manage the customers and subscriptions, and process payments.
  3. You'll be redirected to the payments module of the selected sub-account where you can now configure your SaaS plan.
     
     
• Option 2: Via the Payments Module
  1. Switch to your preferred agency sub-account, and go to the Payments tab.
  2. Select the 'New Product' button.

Step 3: Configure your SaaS Plan

• Once you are on the Product configuration screen (shown below), make sure to enable the 'Use as SaaS Product' toggle.
  You'll start to see the 'SaaS' section as soon as you enable the toggle.
• Add all the basic details for your SaaS plan including title, description etc.
• Scroll to the Pricing section to setup the monthly & annual prices, and corresponding trial periods.
  
• Scroll to the SaaS section to configure all the SaaS options including Features, Usage Limits, Complimentary Credits, Rebilling, Reselling etc.

Step 4: Save your Plan

Section 2: Selling your SaaS Plans

SaaS plans can be sold similar to any other Payments products, through funnels, order forms, payment links, invoices etc. Please refer to the below articles for help:

1. Selling products on order forms
2. Payment links
3. Creating invoices in HighLevel
4. Using products in payment element

Section 3: Onboarding SaaS Clients

1. SaaS clients are automatically onboarded as soon as their plan purchase is successful.
2. Regardless of the platform/mode of payment, as soon as the subscription is created for any of the SaaS products, a sub-account is automatically created with the configurations of the respective SaaS plan.
3. Upon the successful creation of the client's account, they will get an email on their registered email address with the instructions on logging in to the system i.e. Login URL, and the steps to setup their password.
4. Please refer this article for instructions on customizing the welcome email for your SaaS clients.