GoHighLevel SaaS Onboarding Guide

Use this guide to streamline new client onboarding in GoHighLevel and manage workflows with tools like ClickUp or similar project systems. You will learn how to turn on SaaS mode, configure the onboarding experience, and control what new accounts see when they first log in.

This how-to walks you step by step through the SaaS Configurator so you can deliver a smooth, branded onboarding journey for every new sub-account that signs up through your GoHighLevel SaaS plans.

What Is GoHighLevel SaaS Configurator Onboarding?

The SaaS Configurator is a feature inside GoHighLevel that lets you define what happens after a user purchases or creates a new SaaS sub-account. Instead of manually setting up every account, you can automate the first login experience and guide users through a clear onboarding flow.

With the SaaS Configurator you can:

• Decide if onboarding is enabled for new SaaS sub-accounts.
• Control the default snapshot and permissions.
• Configure what users see after they log in for the first time.
• Reduce support load by adding clear in-app guidance.

The configuration options live at the agency level and apply to all SaaS sub-accounts created through your GoHighLevel SaaS plans.

How to Access the GoHighLevel SaaS Configurator

Before you start customizing onboarding, you need to find the correct settings page inside your agency view.

1. Log in to your GoHighLevel agency account.

2. From the left-hand navigation, open the SaaS Configurator section.

3. Locate the Onboarding tab or section within the configurator.

All onboarding-related options are controlled here, and your changes will affect new SaaS sub-accounts created after the configuration is saved.

Enable or Disable GoHighLevel SaaS Onboarding

The first decision is whether you want to turn onboarding on at all. This global toggle controls if new SaaS sub-accounts see the guided onboarding flow.

1. In the Onboarding area of the GoHighLevel SaaS Configurator, locate the main Enable Onboarding switch or checkbox.

2. Turn this setting On to automatically run onboarding when a new SaaS account is created.

3. Turn this setting Off if you prefer to manage new accounts manually or with your own processes.

When onboarding is enabled, every SaaS sub-account created under your agency will inherit the onboarding settings you configure here.

Set Up Default Options for New GoHighLevel SaaS Accounts

Once onboarding is enabled, define the defaults that will apply to each new SaaS sub-account.

Choose the Default Snapshot in GoHighLevel

A snapshot is a template of assets, automations, and settings. Assigning a default snapshot helps you standardize every new SaaS account.

1. In the onboarding settings, find the Default Snapshot dropdown.

2. Select the snapshot that should be applied to all new SaaS sub-accounts created through your GoHighLevel SaaS plans.

3. Save your selection so the system automatically loads this snapshot into new accounts.

Using a consistent snapshot ensures each new account starts with the correct funnels, pipelines, and automations.

Define User Permissions During GoHighLevel Onboarding

Control what new users can access as soon as they log in for the first time.

1. Within the onboarding configuration, locate the Permissions or Access section.

2. Set which features the primary user of each SaaS sub-account should have access to (for example: CRM, funnels, calendars, automations).

3. Adjust additional options like role type or admin rights if available.

4. Save these permission settings so they are applied automatically to new sub-account users created during onboarding.

Establishing sensible defaults keeps the onboarding experience consistent and protects sensitive features from being misused by new users.

Configure the First Login Experience in GoHighLevel

The first login experience is the core of GoHighLevel SaaS onboarding. Here you define what the user will see and do after their account is created.

Set the Initial Onboarding Screen

Decide which screen or flow new users should land on when they enter the platform for the first time.

1. In the onboarding settings page, look for First Login Experience or a similar section.

2. Choose the type of onboarding screen you want, such as:

   • A guided setup wizard.
   • A welcome dashboard.
   • A checklist of tasks to complete.

3. Save your choice to make it the default landing experience for new SaaS users.

This step ensures your clients understand what to do next instead of facing an empty or confusing interface.

Add Guidance to the GoHighLevel Onboarding Flow

To reduce support questions, use the onboarding configuration to give users clear prompts.

• Include short instructions that explain key steps like connecting calendars or pipelines.

• Highlight the most important actions you want new users to take first.

• Keep each step brief and actionable so users can complete onboarding quickly.

Effective guidance during onboarding helps users see value from GoHighLevel faster and increases adoption of your SaaS offer.

Test and Refine Your GoHighLevel SaaS Onboarding

After setting up onboarding, test it from the perspective of a new client to make sure everything works as expected.

1. Create a test SaaS sub-account using your own SaaS pricing page or internal sign-up link.

2. Log in as the new user and walk through the full onboarding flow.

3. Confirm that the correct snapshot is applied automatically.

4. Verify that permissions match what you configured in the GoHighLevel SaaS Configurator.

5. Check that the first login screen, checklists, and instructions are clear and easy to follow.

If needed, return to the configurator, adjust the settings, and repeat testing until the onboarding feels smooth and intuitive.

Best Practices for Managing GoHighLevel SaaS Onboarding

Use these recommendations to keep your SaaS onboarding effective and scalable over time.

• Standardize your snapshot: Keep a master snapshot for each SaaS plan and update it periodically to reflect improvements.
• Align onboarding with your offer: Make sure the steps inside GoHighLevel mirror the promises made on your sales page.
• Keep steps short: Long onboarding sequences can cause drop-off. Focus on a few high-impact actions first.
• Review support tickets: If customers ask the same questions, add answers or prompts directly into the onboarding flow.
• Document internally: Create internal SOPs and, if needed, manage them with tools similar to project workspaces so your team knows how onboarding is configured.

Where to Learn More About GoHighLevel SaaS Configurator

For deeper technical details and the latest updates to SaaS onboarding behavior, review the official GoHighLevel documentation.

You can find the original reference material here: Official GoHighLevel SaaS Configurator Onboarding Article.

If you need strategic help implementing SaaS onboarding, snapshots, or automation architecture around your GoHighLevel agency, you can also consult with specialists at Consultevo.

Summary

The SaaS Configurator onboarding settings in GoHighLevel allow you to automate how new SaaS sub-accounts are created and guided through their first login. By enabling onboarding, choosing a default snapshot, setting permissions, and designing a clear first login experience, you can deliver a professional, repeatable onboarding journey that reduces manual work and improves client satisfaction.

Regularly test your onboarding configuration and refine it as your SaaS offer evolves, ensuring every new GoHighLevel user has a smooth start inside your system.

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