To Convert an existing Sub Account To SaaS Mode:
- In your Agency account > Accounts tab, scroll to the sub-account you want to convert, select the three-dots icon on the right-hand side of the listing, and select "Switch To SaaS"
If customer does not exist in Stripe yet:
- In the modal that pops up, select the "Share Link" option, click on 'Copy Link' and then click on 'Convert to SaaS' button. Then ask your client to upload their card on the link.
If customer already exists in Stripe:
- In the modal that pops up, select the "I already have this customer in Stripe" option, search and select the customer, hit continue, and you will then be prompted to choose which plan from your SaaS Configurator you'd like to move that client to.