How to Set the Default Naming Convention for New SaaS Sub-Accounts

TABLE OF CONTENTS

• Step 1: Access the naming convention settings
• Step 2: How it works for HighLevel funnel checkouts
• Step 3: Set up for external checkouts

Step 1: Access the naming convention settings

• Navigate to your SaaS Configurator at the agency level.
• Go to Advanced Settings → Onboarding.
• In the Choose naming convention for new SaaS sub-accountssection, select your preferred default:

  • Use Company Name — Automatically sets the sub-account’s name to the company name entered during checkout.

  • Use Customer Name — Uses the customer’s name followed by "’s account" (current default behavior).
    
    
    

Step 2: How it works for HighLevel funnel checkouts

• When Use Company Name is selected, the system automatically picks the Company Name entered during the funnel checkout process and applies it as the sub-account name.
• If the company name is not entered, the system falls back to using the customer name.
  
  

Step 3: Set up for external checkouts

• If you’re using external checkout flows (outside of HighLevel funnels) and still want to use the company name convention:

  1. Ensure your checkout flow collects a Company Name from the customer.

  2. When creating the subscription in Stripe or via API, pass the company name value in the subscription metadata using the key:

     companyName