Saas Mode

SaaS Mode - Full Setup Guide + FAQ
With HighLevel's SaaS mode, agencies can offer their clients a personalized and fully integrated experience using a platform that can be resold under th...
Wed, 12 Jun, 2024 at 1:59 PM
Best Practices For Using Stripe With Your Agency Dashboard
• Connect your existing Stripe account to your Agency Dashboard (only create a new one only if you have to. Brand new accounts will show zeros.) • Th...
Sat, 30 Jan, 2021 at 1:10 PM
How To Connect Stripe To Your Agency Dashboard
In your Agency Level Account, click Settings > Stripe Integration then click the Connect To Your Stripe Account button > then hit connect ...
Tue, 31 May, 2022 at 4:41 AM
Activate SaaS Mode, Request Payment, and Configure Phone Rebilling
With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation. P...
Wed, 16 Aug, 2023 at 3:13 PM
SaaS Mode Sub-Accounts Are Not Being Generated
If you are testing the 2-step order form tied to a SaaS Mode plan and the sale is not generating a new sub-account, the issue is likely that your sub-accoun...
Fri, 29 Mar, 2024 at 10:00 PM
SaaS User Level Permissions Vs Sub-Account Level Permissions
Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Config...
Fri, 23 Feb, 2024 at 7:19 PM
Using Stripe Checkout Pages For SaaS Mode Plans
This is an alternative to using a two-step order form to sell your SaaS plans as is outlined in the SaaS Mode - Full Setup Guide + FAQ  Step 1: Setting ...
Fri, 18 Jun, 2021 at 10:41 AM
Attach SaaS Mode Subscription Plan to an Existing Client/Sub-Account
This help article provides a guide on how to attach a SaaS mode subscription to an existing sub-account in HighLevel.  TABLE OF CONTENTS To Convert an e...
Thu, 12 Sep, 2024 at 12:45 PM
Enabling Twilio Rebilling For Customers Who Want Use Their Own Twilio Account
In case your customer had an account with Twilio before, and they want to keep using the same account with you, their Twilio account will need to be moved i...
Thu, 16 Jun, 2022 at 4:54 PM
Enabling Twilio Rebilling For Customers Who Were Using The Same SID/Token As Other Customers
In order for Twilio Rebilling to work, your customer's sub-account in HighLevel needs to be connected to a corresponding sub-account in your Twilio acco...
Thu, 25 Mar, 2021 at 3:13 PM