Convert Sub-Account in GoHighLevel

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Convert an Existing Sub-Account to a SaaS Plan in GoHighLevel

If you manage agencies using tools like ClickUp and want to standardize billing, converting an existing sub-account into a SaaS Mode subscription in GoHighLevel is essential. This guide walks you through the exact steps to move a traditional client account to a SaaS plan without creating a brand-new sub-account.

The process happens fully inside the GoHighLevel agency dashboard and lets you attach a subscription plan, update billing, and control limits for an existing client instance.

What You Need Before Converting in GoHighLevel

Before you convert a sub-account to a SaaS Mode subscription in GoHighLevel, make sure you have the following in place:

  • An active SaaS Mode enabled on your agency account.
  • At least one SaaS pricing plan created (with Stripe connected).
  • Admin access to the GoHighLevel agency dashboard.
  • The sub-account already created and visible under your agency.

Once these pieces are ready, you can assign an existing sub-account to a specific SaaS plan and turn on automated billing.

How GoHighLevel SaaS Conversion Works

When you convert an existing sub-account in GoHighLevel to a SaaS plan, you are not deleting or recreating the account. Instead, you attach:

  • A defined SaaS Mode subscription plan.
  • Stripe billing details for recurring charges.
  • Usage limits such as users, contacts, and features (based on your plan).

This preserves all existing funnels, workflows, contacts, and settings inside the sub-account while upgrading it to a managed subscription model.

Step-by-Step: Convert an Existing Sub-Account to SaaS in GoHighLevel

Follow these steps inside your GoHighLevel agency view to convert a live client sub-account into a SaaS Mode subscription.

Step 1: Open the Sub-Account in the Agency View

  1. Log in to your GoHighLevel agency account.
  2. From the left-side navigation, go to Accounts or the Sub-Accounts section, depending on your interface version.
  3. Locate the existing client sub-account you want to convert.
  4. Click the account name to open its settings from the agency level.

Make sure you are working at the agency level, not inside the sub-account itself. The conversion options appear only in the agency context in GoHighLevel.

Step 2: Access SaaS Mode Settings for the Sub-Account

  1. With the sub-account selected, look for the SaaS Config, Subscription, or similar SaaS-related tab inside the agency view.
  2. Click this tab to open the SaaS Mode configuration screen.

This panel is where you will bind the existing sub-account to one of your SaaS plans created in GoHighLevel.

Step 3: Choose the Appropriate GoHighLevel SaaS Plan

  1. Inside the SaaS configuration panel, locate the dropdown or field labeled something like Select Plan or SaaS Plan.
  2. Choose the SaaS Mode plan you want to assign to this sub-account.
  3. Review the plan details, such as price, trial days, and usage limits.

The selected plan controls what this client can access in GoHighLevel, how much they pay, and how often Stripe bills them.

Step 4: Connect or Confirm Billing Details

  1. Ensure your Stripe integration in GoHighLevel is active and connected to your agency.
  2. In the SaaS settings for the sub-account, confirm that a customer record will be created or linked in Stripe.
  3. If prompted, add or confirm the client’s billing email and other payment details.
  4. Verify whether a trial period or immediate charge will apply based on the SaaS plan settings.

Once saved, the sub-account will be tied to recurring subscription billing, fully managed by your GoHighLevel SaaS configuration.

Step 5: Save and Confirm the SaaS Conversion

  1. Click Save or Update in the SaaS configuration screen.
  2. Wait for the confirmation that the subscription has been successfully applied.
  3. Check the sub-account’s status to verify it now reflects the correct SaaS plan.
  4. Optionally, log into the sub-account to ensure that limits and features match the new plan’s configuration.

At this point, the existing sub-account is fully converted into a SaaS Mode subscription inside GoHighLevel.

Managing Converted SaaS Sub-Accounts in GoHighLevel

After converting, you can manage the client’s subscription without recreating anything:

  • Upgrade or downgrade the assigned SaaS plan.
  • Pause, cancel, or resume the subscription as needed.
  • Adjust resource limits based on your plan configuration.
  • Monitor Stripe billing events from your agency dashboard.

All of this is controlled from the agency interface in GoHighLevel and syncs directly with Stripe for payments.

Troubleshooting SaaS Conversion in GoHighLevel

If you run into problems while trying to convert a sub-account to SaaS Mode, review the following common causes:

  • SaaS Mode not enabled: Make sure SaaS Mode is turned on at the agency level.
  • No active SaaS plans: Create at least one plan in your GoHighLevel SaaS configuration before attempting conversion.
  • Stripe not connected: Connect Stripe and verify it is authorized and active.
  • Missing permissions: Confirm you have agency admin access to update SaaS settings.

For the official, most up-to-date instructions from the platform, you can reference the original GoHighLevel help article here: Convert existing sub-account to SaaS Mode subscription plan.

Why Convert Existing Accounts to SaaS in GoHighLevel

Shifting existing clients onto SaaS plans in GoHighLevel gives you several strategic advantages:

  • Predictable recurring revenue: Standardize monthly or annual billing.
  • Centralized billing management: Use Stripe and your agency dashboard instead of manual invoicing.
  • Consistent feature packaging: Align features and limits across all clients using your chosen SaaS tiers.
  • Scalability: Quickly roll out changes to many client accounts through unified SaaS plans.

This approach turns your GoHighLevel implementation into a productized service rather than just a one-off configuration per client.

Next Steps and Additional GoHighLevel Resources

To further optimize how you package and sell your GoHighLevel SaaS offers, consider documenting your processes, pricing tiers, and onboarding flows in a dedicated operations system.

For expert help with agency systems, automation, and SaaS packaging strategy, you can visit Consultevo for consulting and implementation services.

By correctly converting existing sub-accounts into SaaS Mode, you unlock the full power of GoHighLevel as a scalable, subscription-based platform for your agency and your clients.

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