GoHighLevel SaaS Mode Setup Guide

If you are moving from ClickUp task lists or scattered notes into a scalable software model, understanding how to configure GoHighLevel SaaS Mode correctly is essential. This guide walks you through the full setup so you can launch and manage your white-label solution with confidence.

The instructions below are based on the official SaaS Mode full setup guide and FAQ. Follow each section carefully to ensure your GoHighLevel account, plans, trials, and billing are configured correctly before inviting paying clients.

What Is GoHighLevel SaaS Mode?

SaaS Mode in GoHighLevel lets you sell the platform as your own branded software. Instead of only using the CRM for your agency, you can create subscription plans, manage trials, and automatically provision sub-accounts for your clients under your own brand and pricing.

With SaaS Mode you can:

• Create recurring subscription products.
• Bundle features and limits into SaaS plans.
• Offer free trials before billing begins.
• Automate account creation and onboarding.
• Connect Stripe and Twilio for billing and communication.

Correct configuration inside GoHighLevel is required before you promote your new SaaS offer or send sign-up links to prospects.

Prerequisites Before Enabling GoHighLevel SaaS Mode

Before you activate SaaS Mode, confirm that your GoHighLevel account meets these requirements:

• You are on an agency plan that includes SaaS Mode.
• You have access to the Agency View in your account.
• You have a Stripe account ready to connect.
• You understand your intended pricing structure (monthly, yearly, or both).

Once these items are ready, you can move into the in-app SaaS configuration steps.

Core GoHighLevel SaaS Mode Setup Steps

The SaaS configuration inside GoHighLevel follows a logical sequence. Use the steps below as a checklist while you work in the Agency View.

Step 1: Open SaaS Configurations in GoHighLevel

1. Log in to your Agency View.
2. Navigate to the SaaS configuration area from the left-side navigation.
3. Locate the main SaaS setup screen where you will manage plans, free trials, and other settings.

This area is the control center for all SaaS Mode options in GoHighLevel, including what your end users will see during signup.

Step 2: Configure Pricing Plans

The next important step is building the pricing plans that your clients will subscribe to in GoHighLevel.

1. Create a new SaaS plan for each tier you want to offer (for example, Basic, Standard, or Pro).
2. Assign a clear name, price, and billing interval (monthly or yearly).
3. Map each SaaS plan to a Stripe product and price so that payments are processed correctly.
4. Optionally choose which plan will be your default or most popular tier.

Make sure each plan accurately represents the features and account limits that you plan to deliver to sub-accounts inside GoHighLevel.

Step 3: Set Up Free Trials and Billing Behavior

Within SaaS Mode you can configure how free trials work and when clients are charged in GoHighLevel.

• Choose whether to offer a free trial for each plan.
• Set the trial length in days.
• Determine if a credit card is required before trial start (managed via Stripe).
• Confirm when the subscription will start billing after the trial ends.

These decisions affect your acquisition strategy, so define them clearly before sharing your GoHighLevel signup pages.

Step 4: Connect Stripe in GoHighLevel SaaS Mode

Stripe is required to collect payments for your SaaS subscriptions.

1. Open the Stripe connection area from within SaaS configuration.
2. Connect your existing Stripe account or create a new one.
3. Confirm that the correct Stripe products and prices are linked to your SaaS plans.
4. Test a sample checkout to validate that GoHighLevel and Stripe are communicating properly.

Without a working Stripe connection, your SaaS Mode setup in GoHighLevel will not be able to process live payments.

Managing Twilio and Phone Charges in GoHighLevel

Many SaaS Mode users also need to understand how Twilio and phone costs flow through GoHighLevel.

• Twilio usage is typically billed directly to your agency or via the in-app rebilling features.
• You can configure Twilio rebilling so that sub-accounts pay marked-up rates for phone and messaging.
• Be sure to align your SaaS plan pricing with any communication costs so your margins remain healthy.

Review your current Twilio and phone setup before finalizing public pricing for your GoHighLevel SaaS plans.

Frequently Asked Questions About GoHighLevel SaaS Mode

Can I Change SaaS Plans Later in GoHighLevel?

You can edit or update existing SaaS plans, including price and features. Keep in mind how these changes affect active subscriptions and communicate adjustments to your users if needed.

How Does Client Access Work in GoHighLevel SaaS Mode?

When a client purchases a plan, a sub-account is created and tied to the selected SaaS configuration. The client gets login access under your white-label domain, and their experience is governed by the restrictions and features you defined.

What Happens When a Trial Ends in GoHighLevel?

At the end of the free trial, the system follows the billing rules you configured in SaaS Mode. If payment details are on file in Stripe and the trial settings require automatic conversion, the subscription will move into a paid status.

Can I Use Coupons or Discounts With GoHighLevel SaaS Mode?

Coupons and discounts are generally managed via Stripe products and pricing options tied into your SaaS plans. When these are set up correctly, GoHighLevel will respect the promotional pricing during checkout.

Best Practices for Launching Your GoHighLevel SaaS

After completing the configuration, take time to test and refine your setup before going live.

• Create a test sub-account through your live signup page.
• Verify that the correct SaaS plan, trial period, and billing schedule apply.
• Check that emails, notifications, and onboarding assets are delivered as expected.
• Confirm Twilio and phone usage rebilling if you chose to enable it.

Document your internal process so your team knows exactly how new SaaS customers are created, upgraded, downgraded, or canceled inside GoHighLevel.

Where to Learn More About GoHighLevel SaaS Mode

To deepen your understanding of GoHighLevel SaaS Mode setup and FAQs, review the official documentation at this GoHighLevel SaaS Mode full setup guide. It contains the latest platform-specific notes, screenshots, and clarifications.

If you want strategic help designing your pricing structure, onboarding, and automation layered on top of GoHighLevel, you can also consult specialists at Consultevo for implementation support.

Final Checklist for Your GoHighLevel SaaS Configuration

Before publicly promoting your SaaS offer, run through this final checklist inside GoHighLevel:

• Agency account supports SaaS Mode and is fully active.
• SaaS plans are clearly named, priced, and mapped to correct Stripe products.
• Free trial settings, if used, match your marketing promises.
• Stripe is connected and tested with at least one live or test subscription.
• Twilio and phone billing logic are confirmed and, if desired, rebilling is enabled.
• Signup flow, emails, and sub-account creation have been fully tested.

Once these items are complete, you will be ready to invite prospects to your branded GoHighLevel SaaS platform, confident that the underlying configuration is aligned with the official setup and FAQ guidance.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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