How to Configure SaaS Plan Category and Level in GoHighLevel

Managing SaaS pricing tiers efficiently is essential when you scale an agency across tools like ClickUp and GoHighLevel. This guide walks you step by step through changing the plan category and plan level for your SaaS accounts inside the GoHighLevel SaaS configurator so you can control which clients receive which features and pricing.

The instructions below are based on the official GoHighLevel documentation and are written to help you quickly modify plan categories and levels without breaking existing client access.

Understanding SaaS Plan Categories in GoHighLevel

Before you start editing anything in the SaaS configurator, it is important to understand what a plan category means inside GoHighLevel.

• A plan category is the overall label of your SaaS offer (for example, Basic, Standard, or Premium).
• Categories group together multiple plan levels that share a similar structure or audience.
• Each category can have one or more plan levels that define specific limits or features.

When you change the category of a plan in GoHighLevel, you are effectively re-classifying that account into a different main tier of your SaaS pricing structure.

What Plan Levels Mean in GoHighLevel

Within a category, a plan level is the specific configuration that controls limits and access. In GoHighLevel SaaS mode, plan levels commonly define:

• Number of sub-accounts or locations allowed
• Availability of premium features and add-ons
• Usage limits such as contacts, emails, or funnels (depending on your setup)
• Pricing that you present to clients on your SaaS pricing page

Changing the plan level inside GoHighLevel updates the exact experience and entitlement your client has, while still keeping them inside the same core category if you choose.

Prerequisites for Editing SaaS Plans in GoHighLevel

Before modifying any category or level, ensure you meet these requirements so that changes sync correctly:

• You must be logged in as an agency admin in GoHighLevel.
• Your agency account must have SaaS mode activated.
• Your Stripe (or other supported payment processor) integration should already be connected and working.
• You should have at least one SaaS plan already created via the SaaS configurator.

If any of these items are missing, complete those setup tasks first in your GoHighLevel agency dashboard.

How to Access the SaaS Configurator in GoHighLevel

To adjust plan categories and levels, you first need to open the SaaS configurator screen within GoHighLevel.

Step 1: Log in to Your GoHighLevel Agency Account

1. Open your browser and log in to your agency account in GoHighLevel.
2. Make sure you are not inside a sub-account; you must be on the main agency view to access SaaS configuration.

Step 2: Navigate to the SaaS Configurator

1. From the left sidebar, locate the section dedicated to SaaS or billing tools (this usually appears for agencies with SaaS mode enabled).
2. Click on the SaaS Configurator menu item to open the main configuration page where all your SaaS plans are listed.

This is the central place in GoHighLevel where you can view, edit, and manage your subscription plans.

How to Modify the Plan Category in GoHighLevel

Use the steps below when you want to move an existing plan into a different category, such as from “Standard” to “Premium.”

Step 1: Select the SaaS Plan to Edit

1. Inside the GoHighLevel SaaS configurator, locate the list of existing plans.
2. Identify the plan whose category you want to change.
3. Click the Edit or equivalent option next to that plan to open its detailed configuration window.

Step 2: Change the Plan Category

1. In the plan settings, look for the field or dropdown labeled Plan Category (names may vary slightly but it will indicate the category).
2. Open the dropdown menu and choose the new category that best fits your updated pricing structure.
3. Review any warnings or notes that appear, especially if moving between categories with different levels or features.

Step 3: Save the New Category

1. Confirm that the rest of the plan configuration (pricing, billing cycle, and limits) still matches what you want to offer.
2. Click Save or Update Plan to finalize the category change.
3. Verify that the plan now appears under the correct category when you return to the main SaaS configurator list in GoHighLevel.

Once saved, the plan category change will affect how you present tiers to new clients and, depending on your setup, may also influence existing subscriptions linked to that plan.

How to Modify the Plan Level in GoHighLevel

Changing the plan level allows you to upgrade or downgrade what a client receives while still keeping them in the same overall category, if desired.

Step 1: Open the Desired Plan Configuration

1. From the GoHighLevel SaaS configurator, find the plan whose level you want to adjust.
2. Click on Edit to open the settings for that specific plan.

Step 2: Adjust the Plan Level

1. Look for the option labeled Plan Level (or similar terminology within the plan setup screen).
2. Choose the new level from the available options in the dropdown or selector.
3. Confirm that the level description and limits match what you intend to sell to clients.

Step 3: Confirm Limits and Features

1. Review any feature toggles or usage limits tied to the new level.
2. Make adjustments as necessary to match your marketing claims and pricing page.
3. Ensure that changes comply with your payment provider configuration to avoid billing mismatches.

Step 4: Save the Updated Plan Level

1. Click Save or Update to store the new level configuration.
2. Test by assigning a test sub-account (or a staging account) to this plan in GoHighLevel to ensure access and limits behave as expected.

Best Practices for Managing SaaS Plans in GoHighLevel

When you modify plan categories and levels, it is crucial to maintain consistency for both internal operations and client experience.

• Document every change: Track adjustments in an internal system such as ClickUp or any project management tool so team members know which GoHighLevel plans changed and why.
• Communicate upgrades and downgrades: Notify clients whenever you move them to a new category or level to avoid confusion.
• Align marketing pages: Ensure your public pricing pages match the categories and levels configured in GoHighLevel.
• Test regularly: Create sample accounts and switch them across categories and levels to verify that entitlements, limits, and billing all behave correctly.

Troubleshooting Category and Level Changes in GoHighLevel

If you encounter issues after modifying categories or levels in the GoHighLevel SaaS configurator, use these quick checks:

• Confirm your agency account still has SaaS mode enabled.
• Verify that the correct Stripe products and prices are mapped to the updated plans.
• Check whether any automation or workflow relies on old plan names or levels that you changed.
• Review the official support guide for additional screenshots and real-time interface updates.

You can access the original documentation directly on the GoHighLevel help center here: Official GoHighLevel SaaS configurator guide.

Where to Learn More About GoHighLevel SaaS Configuration

To deepen your understanding of SaaS setup and optimization inside GoHighLevel, combine the official documentation with real-world strategy guides.

• Visit the official help article linked above for interface details and updates.
• Explore implementation tutorials and agency scaling strategies from specialized consultants.
• For broader SaaS, funnel, and automation strategies that complement GoHighLevel, you can review resources at Consultevo.

By keeping your categories and plan levels well organized in GoHighLevel, you can offer clear, scalable SaaS tiers that match your business goals and deliver a reliable experience for every client account.

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