How to Upgrade or Downgrade a GoHighLevel SaaS Plan for a Location

Managing subscriptions in platforms like ClickUp or CRM systems often requires clear steps and predictable billing. In this guide, you will learn exactly how to upgrade or downgrade a GoHighLevel SaaS plan for a specific location, how billing is affected, and what to expect when you change add-ons or plan tiers.

This process happens directly inside your agency account and gives you full control over each location’s subscription level, features, and costs.

Before You Change a GoHighLevel SaaS Plan

Before adjusting a GoHighLevel SaaS subscription for a location, review these important notes so you understand how the change will affect billing and access:

• Only agency admin users with the right permissions can change a SaaS plan for a location.
• Changes apply to that specific location’s subscription, not to your entire agency account.
• Billing is prorated when you change plan tiers (upgrade or downgrade) during an active billing cycle.
• Add-ons are billed separately and may also be prorated, depending on when they are added or removed.

Having these points in mind will help you modify a GoHighLevel plan smoothly and avoid confusion for your clients.

Accessing the GoHighLevel SaaS Configurator

To change a location’s SaaS plan, you must first open the SaaS configurator in your agency view.

Step 1: Open Your Agency View in GoHighLevel

1. Sign in to your agency account in GoHighLevel.
2. From the main navigation, make sure you are in the Agency (not Location) view.

This view is where you manage locations, SaaS plans, and billing at the account level.

Step 2: Go to SaaS Configurator

1. In the left side menu, click SaaS Configurator (sometimes labeled as SaaS or SaaS Mode).
2. Look for the section that lists all your locations and their current SaaS plan details.

The SaaS configurator is where you can assign, upgrade, or downgrade GoHighLevel SaaS plans for any connected location.

Selecting the Location to Update in GoHighLevel

Once you are in the configurator, you will need to locate the specific client or business location whose plan status you want to change.

Step 3: Find the Target Location

1. Scroll through the list of locations or use the search bar to find the correct one.
2. Confirm you have the right location by checking its current plan status, name, or email.

Always double-check you are editing the intended location to avoid unexpected billing changes for another client.

Step 4: Open the Location’s SaaS Plan Settings

1. Next to the location, click the button or icon that opens the SaaS plan settings (often labeled Manage, Edit, or a gear icon).
2. A panel or window will appear, showing the current plan tier and enabled add-ons for that location.

This is where you will choose whether to upgrade, downgrade, or modify add-ons on the GoHighLevel SaaS plan.

How to Upgrade a GoHighLevel SaaS Plan

Upgrading a GoHighLevel SaaS plan gives a location access to more features, higher limits, or additional tools. Follow these steps to move a client to a higher tier.

Step 5: Choose a Higher SaaS Plan Tier

1. In the plan settings, review the available SaaS plan tiers you have configured.
2. Select the higher-tier plan you want to assign to the location.
3. Review any included features and confirm this is the correct upgrade level.

Make sure the chosen tier matches your client’s needs and the price they agreed to.

Step 6: Review Upgrade Billing and Confirm

1. Check the billing summary or confirmation panel showing the price difference.
2. Note any prorated charges: when upgrading mid-cycle, GoHighLevel typically charges a prorated amount for the remaining time in the billing period.
3. Click Save, Upgrade, or Confirm to apply the new plan.

After confirmation, the location gains access to the new plan features, usually immediately or within a few minutes.

How to Downgrade a GoHighLevel SaaS Plan

Downgrading a GoHighLevel SaaS plan reduces the plan level or removes certain features to better match a client’s budget or usage.

Step 7: Select a Lower SaaS Plan Tier

1. In the same SaaS plan settings panel, identify the lower-tier plan you want to move the location to.
2. Carefully review the features and limits of the lower plan to ensure it still meets the client’s needs.
3. Select the lower tier for the downgrade.

Be transparent with your client about what features they may lose during this downgrade.

Step 8: Confirm Downgrade and Check Proration

1. Review the downgrade summary and any notes on billing adjustments.
2. When a plan is downgraded before the end of a billing cycle, GoHighLevel may apply prorated credits or adjust the next invoice according to the new, lower price.
3. Click Save or Confirm to finalize the change.

Once confirmed, the location will operate under the new, lower-tier plan at the beginning of the next billing interval or as defined by the system’s rules.

Managing Add-Ons on a GoHighLevel SaaS Plan

In addition to the main subscription tier, each GoHighLevel SaaS plan can include optional add-ons such as extra features, usage limits, or tools.

Step 9: Enable or Disable Add-Ons

1. Within the location’s SaaS settings, locate the Add-ons section.
2. Toggle each add-on on or off based on the location’s requirements.
3. Check how each add-on affects the total monthly price.

Add-ons that are enabled or removed mid-cycle can also trigger prorated charges or credits, which will appear in the location’s billing records.

Step 10: Save Add-On Changes

1. After adjusting add-ons, review the updated invoice preview or price summary.
2. Confirm your choices to save the configuration.

The new configuration will define what specific tools and limits your GoHighLevel client can access within that location.

Billing and Proration Behavior in GoHighLevel

Understanding how billing works when you modify a GoHighLevel SaaS plan is critical for clear client communication.

• Upgrades: Often billed immediately with a prorated amount for the rest of the current billing period.
• Downgrades: Usually take effect from the next billing cycle, with prorated credits reflected on future invoices.
• Add-ons: May be prorated or billed on the next invoice, depending on when they are added or removed.

Always check the billing summary screen before confirming changes so you can accurately explain the impact to your client.

Best Practices for Managing GoHighLevel SaaS Plans

To keep client relationships smooth and avoid billing disputes, follow these best practices when modifying a GoHighLevel SaaS plan:

• Document every plan or add-on change in your internal CRM or in a project management tool.
• Send clients a quick summary of the new plan, price, and expected invoice date.
• Schedule periodic reviews of each location’s usage to confirm the plan still fits their needs.
• Test new configurations with a sample location before applying large-scale changes across many locations.

If you need broader strategic help configuring SaaS plans, sales funnels, or automation around your CRM stack, you can review consulting options at Consultevo.

Where to Find the Official GoHighLevel Documentation

For the most accurate and up-to-date reference on how to upgrade or downgrade a GoHighLevel SaaS plan for a location, always review the official documentation:

Official GoHighLevel SaaS Upgrade/Downgrade Guide

This official resource includes the exact current interface labels, screenshots, and any recent changes that may not be covered here.

Conclusion

By following these steps, you can quickly upgrade or downgrade a GoHighLevel SaaS plan for any location, manage add-ons, and keep billing transparent. Use the SaaS configurator in your agency view, carefully review proration details, and communicate each change clearly to your clients. Proper management of these configurations ensures every location is on the right plan, at the right price, with the right features enabled.

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