How to Set Up SaaS Mode Step by Step in GoHighLevel
The Unircretraites Editorial Team
GoHighLevel Certified Partner · 6+ years marketing automation
Quick Answer
To set up SaaS Mode in GoHighLevel, go to Settings → SaaS Configurator on the Agency Pro plan, connect Stripe, create at least one pricing plan, enable a custom domain, and set up the sub-account creation flow. Clients then sign up and are billed automatically through your Stripe account.
Audience: Agency owners, marketing consultants, SaaS entrepreneurs on the Agency Pro plan
Understanding SaaS Mode Before You Start
SaaS Mode transforms GoHighLevel from a marketing platform you use for clients into a product you sell to clients. Instead of charging hourly or project fees, you build recurring monthly revenue — the most scalable agency model.
Here's the fundamental math:
- You pay: $497/month for Agency Pro (unlimited sub-accounts)
- You charge: $297–$997/month per client
- 10 clients at $497/month = $4,970 MRR — 10× your platform cost
SaaS Mode is the engine. This tutorial walks you through every configuration step.
Prerequisites
Before starting:
- ✅ Agency Pro plan active ($497/month)
- ✅ Stripe account (free to create at stripe.com)
- ✅ Custom domain for white labeling (recommended but optional to start)
- ✅ Brand assets: logo, colors, business name
Step 1: Access the SaaS Configurator
- Log in to GoHighLevel at
app.gohighlevel.com - Click Settings in the left sidebar
- Select SaaS Configurator
You'll see the SaaS setup wizard. This is the command center for your entire reselling operation.
Step 2: Connect Your Stripe Account
- In the SaaS Configurator, click Connect Stripe
- You'll be redirected to Stripe's OAuth flow
- Log in to your Stripe account (or create one at stripe.com — it's free)
- Authorize GoHighLevel to create charges and subscriptions on your behalf
- You'll be redirected back to GoHighLevel with a green Stripe Connected status
Important: Make sure your Stripe account is out of test mode before going live. Navigate to Stripe → Dashboard → toggle off Test Mode.
Step 3: Enable Rebilling (Recommended)
Rebilling lets you mark up GoHighLevel's per-usage costs (SMS, email, calls, AI tokens) and charge clients more than you pay.
- In SaaS Configurator → Rebilling
- Enable SMS Rebilling, Email Rebilling, Call Rebilling, and AI Rebilling
- Set your markup percentage or fixed markup per unit:
- Example: GoHighLevel charges $0.0079/SMS → you charge $0.015/SMS (90% markup)
- Click Save
This creates passive revenue every time your clients send a message or use an AI feature.
Step 4: Create Your Pricing Plans
This is the most strategic step. You're defining what you sell.
Creating a plan:
- In SaaS Configurator → Plans → Add Plan
- Configure:
- Plan Name: e.g., "Local Business Starter"
- Plan Description: What this plan delivers
- Monthly Price: What you charge (e.g., $297/month)
- Annual Price: Discounted rate (e.g., $2,970/year — 2 months free)
- Trial Period: 14 or 30 days (optional)
- In Feature Access, toggle on/off GoHighLevel modules:
- CRM & Pipelines, Funnels, Websites, Automations, SMS/Email, Reputation Management, Reporting
- In Usage Limits, set:
- Max contacts, max users, max sub-accounts (if you're allowing agencies to resell under you)
- Click Save Plan
Recommended 3-tier structure:
| Plan | Price | Key Features | |------|-------|-------------| | Local Starter | $297/mo | CRM, basic automations, SMS/Email, reputation | | Growth | $497/mo | Everything + funnels, websites, advanced workflows | | Agency | $997/mo | Everything + unlimited contacts, sub-accounts, priority support |
Step 5: Configure Your Sub-Account Sign-Up Page
GoHighLevel generates a client-facing sign-up URL for each plan.
- In SaaS Configurator → Sign-Up Page
- Customize the sign-up page:
- Add your logo and brand colors
- Write a headline and value proposition
- Select which plans are visible
- Click Publish
- Copy the Sign-Up URL — this is the link you'll share with prospects
The sign-up page is hosted by GoHighLevel but branded with your identity. Clients who sign up are automatically provisioned a sub-account and sent a welcome email.
Step 6: Set Up the White-Label Domain (Highly Recommended)
Without a custom domain, clients log in at app.gohighlevel.com, which exposes the underlying platform.
- Go to Settings → Agency Settings → White Label
- Enter your custom domain (e.g.,
app.youragency.com) - Add the CNAME record at your DNS provider pointing to GoHighLevel's servers
- Click Verify Domain
After verification (up to 48 hours), all clients access the platform at your domain.
Step 7: Configure Welcome & Onboarding Emails
- Go to Settings → Notifications
- Edit the New Sub-Account Welcome Email template:
- Include your logo, brand tone, and a CTA to a getting-started video
- Add your support email/chat link
- Optionally, create a GoHighLevel Workflow that triggers when a new sub-account is created and sends a 7-day onboarding drip sequence
Step 8: Test the Entire Flow End-to-End
Before inviting real clients, simulate the client experience:
- Open an incognito browser window
- Navigate to your sign-up URL
- Select a plan and enter Stripe's test card:
4242 4242 4242 4242(any future expiry, any CVC) - Complete sign-up and verify:
- ✅ Sub-account created in your agency dashboard
- ✅ Welcome email received with correct branding
- ✅ Client can log in at your custom domain
- ✅ Platform shows your logo and brand colors
- Test an upgrade and a cancellation using the Stripe test environment
Step 9: Set Up Churn Prevention Alerts
GoHighLevel doesn't natively alert you when clients cancel. Set this up manually:
- In Settings → Integrations → Stripe Webhooks
- Add a webhook for
customer.subscription.deletedandcustomer.subscription.updated - Route the webhook to a GoHighLevel workflow or Zapier
- Create an automation that:
- Tags the contact as "Churn Risk"
- Notifies you via SMS or Slack
- Triggers a win-back email sequence to the client
Step 10: Launch and Monitor Your SaaS Dashboard
- Share your sign-up URL on your website, LinkedIn, cold email sequences, and sales calls
- Monitor revenue in SaaS Configurator → Revenue Report:
- MRR (monthly recurring revenue)
- Active subscriptions by plan
- Trial conversions
- Churn rate
- In your Stripe dashboard, monitor:
- Successful charges
- Failed payment retries
- Dispute rate (keep below 0.5%)
Month 1 Revenue Targets
| Clients | Price/Client | Monthly Revenue | Platform Cost | Net Margin | |---------|-------------|-----------------|---------------|------------| | 3 | $297 | $891 | $497 | $394 | | 10 | $297 | $2,970 | $497 | $2,473 | | 10 | $497 | $4,970 | $497 | $4,473 | | 25 | $497 | $12,425 | $497 | $11,928 |
The unit economics improve dramatically as you scale — the platform cost is fixed while revenue scales linearly.
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