Manage SaaS Plans in GoHighLevel

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How to Modify SaaS Plan Category and Plan Level in GoHighLevel

If you have experience organizing workflows in tools like ClickUp, you will appreciate how GoHighLevel lets you categorize and manage SaaS plans in a structured way. This guide walks you through each step to change the SaaS plan category and plan level for your agency accounts so your subscriptions stay organized and accurate.

Understanding how to correctly set categories and levels helps you manage pricing, permissions, and product structure inside your GoHighLevel SaaS configuration. Follow the instructions below to update existing plans with minimal friction.

Before You Edit SaaS Plans in GoHighLevel

Before modifying any SaaS plan category or level, make sure you:

  • Have Agency Admin access in your GoHighLevel account.
  • Have already created at least one SaaS pricing plan.
  • Are comfortable changing plan settings that can affect billing and features.

It is best practice to review your current SaaS structure, pricing, and internal documentation so that your team understands what each category and level represents in GoHighLevel.

Accessing SaaS Configurations in GoHighLevel

To start modifying your SaaS plans inside GoHighLevel, you must first open the SaaS configuration area from the agency view.

Step 1: Log in to Your GoHighLevel Agency Account

  1. Sign in to your GoHighLevel agency dashboard.
  2. Make sure you are in the Agency View (not inside a sub-account).

Only agency-level users can access and change SaaS plan categories and levels.

Step 2: Open the SaaS Configuration Page

  1. From the left-hand navigation, locate the SaaS Config or SaaS section in GoHighLevel.
  2. Click into the SaaS configuration area to see your existing SaaS plans.

On this screen, you will see a list of all SaaS plans currently available to your agency, along with their plan levels and categories.

How SaaS Plan Categories Work in GoHighLevel

SaaS plan categories in GoHighLevel let you group similar plans together so that it is easier to manage and present them to your clients. Categories can represent:

  • Pricing tiers (for example, Starter, Pro, Advanced)
  • Industry-specific bundles (for example, Real Estate, Fitness, Dental)
  • Feature-based groups (for example, Basic CRM, Full Marketing Suite)

By assigning each SaaS plan to a correct category, you streamline how your offers are organized, making it easier for both your team and your clients to understand your structure.

How Plan Levels Work in GoHighLevel

Plan levels in GoHighLevel identify the hierarchy or rank of a SaaS plan within your overall offering. They help define which plans are basic versus more advanced. For example:

  • Level 1 – Entry level or basic SaaS plan
  • Level 2 – Intermediate or growth plan
  • Level 3 – Premium or enterprise-style plan

Adjusting the plan level allows you to signal which plan should typically be used as an upgrade or a downgrade when moving clients between packages.

Editing an Existing SaaS Plan in GoHighLevel

Once you understand the structure of categories and levels, you can begin editing your SaaS plans in GoHighLevel.

Step 1: Locate the SaaS Plan You Want to Edit

  1. In the SaaS configuration area, find the specific plan you want to update.
  2. Review its current category, price, and plan level so you know what is changing.

This overview will help you avoid accidental changes to the wrong plan in GoHighLevel.

Step 2: Open the Plan Settings

  1. Next to the plan name, click the Edit icon or similar settings option.
  2. This opens the detailed configuration screen for that specific SaaS plan in GoHighLevel.

Here you can manage a variety of settings, including price, features, and how it is displayed to your customers.

How to Modify the SaaS Plan Category in GoHighLevel

To change the category of an existing SaaS plan, follow these steps carefully:

  1. Within the plan settings, locate the field labeled Category or Plan Category.
  2. Click the dropdown menu to view all available categories.
  3. Select the new category that best matches this plan.
  4. Confirm that the category change aligns with your pricing and feature structure.
  5. Click Save or Update at the bottom of the screen.

After saving, this SaaS plan will now appear under the new category everywhere it is referenced in GoHighLevel.

How to Modify the Plan Level in GoHighLevel

Plan level adjustments help standardize upgrade and downgrade paths across all your SaaS offers.

Step-by-Step to Change Plan Level

  1. From the same plan settings page, find the field labeled Plan Level or similar.
  2. Open the dropdown to view the list of available levels.
  3. Choose the new level that correctly represents this plan’s position in your GoHighLevel hierarchy.
  4. Review any upgrade or downgrade flows in your internal documentation to ensure consistency.
  5. Click Save or Update to apply the new plan level.

Once saved, the plan will be treated as its new level within any workflows or internal processes reliant on plan level segmentation inside GoHighLevel.

Best Practices When Updating SaaS Plans in GoHighLevel

To keep your setup clean and predictable, consider these best practices whenever you change categories or levels:

  • Document changes in an internal knowledge base so your team understands the new structure.
  • Align names with value so that each category and level clearly communicates what the client receives.
  • Review live offers on your sales pages or funnels to ensure the new categories and levels still make sense.
  • Test upgrades and downgrades on a sample account to ensure moving between plans works as expected in GoHighLevel.

Troubleshooting Category and Level Changes in GoHighLevel

If you encounter issues after modifying SaaS plan categories or levels, try the following:

  • Check that you clicked Save and there were no error messages.
  • Refresh your browser or log out and log back in to GoHighLevel.
  • Verify that you edited the correct SaaS plan and not a duplicate.
  • Confirm that any connected automations or workflows are still mapped correctly to this plan.

If the issue persists, compare your configuration with the official instructions provided in the GoHighLevel help center article on how to modify SaaS plan category and plan level.

Where to Learn More About GoHighLevel SaaS Setup

Managing SaaS plan categories and plan levels is just one part of building a scalable agency stack in GoHighLevel. To go deeper into automation, funnels, and client onboarding, you can explore additional resources and implementation support.

For broader strategy, implementation help, and optimization services beyond the built-in GoHighLevel documentation, you can visit Consultevo for agency-focused consulting and systems architecture.

Summary: Keeping SaaS Plans Organized in GoHighLevel

By learning how to edit SaaS plan categories and plan levels in GoHighLevel, you gain better control over how your offers are structured, displayed, and sold. The key steps are:

  • Access SaaS configuration from the GoHighLevel agency view.
  • Edit the desired SaaS plan settings.
  • Update the category field to place the plan in the right group.
  • Adjust the plan level to reflect its position in your pricing hierarchy.
  • Save changes and verify that your workflows and client experiences still behave as expected.

Using these steps, you can maintain a clean, logical SaaS environment in GoHighLevel that scales as your agency grows.

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