GoHighLevel SaaS Onboarding Guide
ClickUp is great for managing tasks, but when it comes to building and scaling a white-label marketing platform, GoHighLevel gives you a complete SaaS engine. This how-to guide walks you step by step through setting up SaaS plans, selling them, and automating client onboarding inside your account.
Follow each section in order, from pricing strategy to automations, so you can launch a predictable and streamlined SaaS workflow.
Plan Your GoHighLevel SaaS Offer
Before touching the technical settings, define the core of your offer. Clear decisions now will make your GoHighLevel setup much easier later.
Decide Your SaaS Pricing Structure
Outline how you will charge clients for your GoHighLevel-based service:
- Flat monthly fee with fixed features.
- Tiered plans (Starter, Pro, Elite) with growing feature sets.
- Usage-based or contact-based pricing if relevant.
Document for each plan:
- Included features (pipelines, calendars, workflows, etc.).
- Number of users and sub-accounts allowed.
- Any onboarding or setup fees.
- Trial length and conditions, if you offer one.
Map Features to Each GoHighLevel Tier
Next, map your planned prices to what exists inside GoHighLevel:
- Decide which features are turned on or off per plan.
- Define limits such as number of funnels, contacts, or integrations.
- Choose which automations and campaigns are tied to each level.
This plan becomes your blueprint when you configure the official SaaS products inside your agency account.
Configure SaaS Plans in GoHighLevel
Once your strategy is clear, you are ready to configure the technical SaaS products in GoHighLevel.
Set Up Stripe for GoHighLevel Billing
To accept subscription payments, you must connect Stripe to your agency account:
- Log in to your agency (admin) view.
- Go to the billing or payments integration area.
- Connect your Stripe account and complete authorization.
- Verify that test and live modes work as expected.
Stripe will handle recurring charges, trials, and card updates for clients subscribing through your GoHighLevel SaaS plans.
Create SaaS Products Inside GoHighLevel
With Stripe connected, build your SaaS plans in the GoHighLevel agency view.
- Open the SaaS configurator section.
- Create a new SaaS product for each tier you planned.
- Enter the monthly price and any trial settings.
- Map each SaaS product to a specific Stripe product or price.
- Select which platform features are enabled per product.
Make sure the name and price of each GoHighLevel SaaS plan match what you advertise on your site and sales pages.
Build Your GoHighLevel SaaS Snapshot
Snapshots are the backbone of how you deliver assets and automations to new clients. A well-structured GoHighLevel snapshot lets you onboard accounts in minutes instead of hours.
Design the Snapshot Structure
Create a dedicated snapshot for your SaaS offer that may include:
- Pipelines for lead and sales management.
- Calendars for booking and appointment workflows.
- Funnels, websites, and landing pages.
- Email and SMS campaigns.
- Workflows for nurturing, onboarding, and retention.
- Custom fields, tags, and segments.
Keep the snapshot focused on what every new SaaS client should receive by default.
Connect Snapshot to GoHighLevel SaaS Plans
After creating and testing your snapshot, connect it to your SaaS products:
- Open the SaaS configurator again.
- Edit each GoHighLevel SaaS plan.
- Assign the correct snapshot that should be loaded into new sub-accounts.
- Save and document which snapshot is linked to which tier.
Now, when a new client signs up for your plan, their sub-account will automatically be created with the snapshot’s assets.
Set Up Automated GoHighLevel Onboarding
The real power of GoHighLevel comes from automating client onboarding so that payment, account creation, and welcome sequences run without manual work.
Create the Public SaaS Sign-Up Funnel
Build a front-end funnel or page where clients can purchase your SaaS plan:
- Go to the funnels or websites section in your agency account.
- Create a new funnel specifically for SaaS sign-ups.
- Add a sales page and an order/checkout page.
- Embed or connect your GoHighLevel SaaS pricing and Stripe payment links.
Make sure the funnel clearly shows plan benefits, price, and what clients receive after purchase.
Automate Account Creation in GoHighLevel
Connect payment events to automatic account creation:
- Use the native SaaS configurator options, where possible, to trigger new sub-account creation on successful payment.
- Confirm that the correct SaaS plan and snapshot are assigned.
- Test with a real or test Stripe transaction to ensure a sub-account is spun up instantly.
Every time someone checks out through your SaaS funnel, GoHighLevel should automatically create a new account and apply the selected plan and snapshot.
Build Welcome and Training Automations
To reduce support and increase activation, create onboarding workflows inside your GoHighLevel snapshot:
- Welcome email with login details and next steps.
- Short email or SMS sequence guiding users through key features.
- Links to help docs, videos, or a client portal.
- In-app tasks or reminders to complete setup milestones.
These workflows can be triggered when the new sub-account or contact is added after the SaaS purchase.
Manage GoHighLevel SaaS Clients Long Term
Once your SaaS is live, focus on retention, support, and scaling your GoHighLevel-based platform.
Monitor Usage and Upgrades
Regularly review how clients use their GoHighLevel accounts:
- Identify power users who may be ready to upgrade plans.
- Spot inactive accounts and trigger reactivation campaigns.
- Track which funnels or campaigns deliver the most engaged customers.
Use automation to send upgrade offers when a client hits certain activity thresholds.
Streamline Support and Feedback
Simplify ongoing client support by:
- Documenting your GoHighLevel processes in a knowledge base.
- Using shared inboxes or help desk integrations for tickets.
- Collecting feedback through surveys built inside the platform.
Continuous feedback will help you refine your snapshot, onboarding workflows, and pricing model.
Helpful Resources for GoHighLevel SaaS Setup
For the official reference documentation and screenshots of the SaaS configurator flow, review the original support article from GoHighLevel here: Guide to SaaS plan creation, sales, and customer onboarding.
If you want strategic help packaging your GoHighLevel SaaS offers or improving your funnels, you can find additional resources and consulting services at Consultevo.
By following the steps in this guide and using snapshots, Stripe, funnels, and automations together, you can launch a scalable SaaS business on top of GoHighLevel with predictable onboarding and recurring revenue.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`