How to setup Gohighlevel SAAS Mode

Thinking about launching a software-as-a-service (SaaS) business? GoHighLevel’s SaaS Mode is one of the fastest and most profitable ways to do it. With built-in tools for billing, onboarding, automation, and client management—all under your brand—it’s a complete platform to run your own SaaS company without coding or development.

Whether you’re a solo marketer or an agency owner, this guide will walk you through setting up GoHighLevel SaaS Mode from scratch.

Here’s What You’ll Discover

  • Learn what GoHighLevel and SaaS Mode are all about

  • Step-by-step setup instructions for domains, billing, and user onboarding

  • Create pricing plans with features, credits, and usage-based charges

  • Attach branded templates using snapshots

  • Automate client workflows and syncing

  • Use sub-accounts for cleaner management and scalability

What is GoHighLevel?

GoHighLevel is a powerful CRM and marketing automation platform built specifically for agencies. It combines tools like

  • Funnel and landing page builders

  • SMS and email marketing

  • Calendar booking

  • Call tracking and voicemail

  • Memberships and surveys

  • AI automation and conversation flows

Think of it as a Swiss army knife for marketing and sales, helping agencies manage leads, nurture relationships, and close more deals.

What is GoHighLevel SaaS Mode?

SaaS Mode turns your GoHighLevel account into a white-label SaaS business. That means you can sell access to your own branded platform—with features, billing, and limits you control.

You become the software company. Clients pay you monthly or annually for access, and GoHighLevel powers everything in the background.

Benefits of SaaS Mode:

  • 💰 Recurring revenue

  • 🧩 Automated onboarding

  • 🧾 Usage-based billing and credits

  • 🎨 Custom branding on login, email, and domain

  • ⚙️ Built-in support and automation flows

  • 🔁 Sell to any niche—real estate, medspas, coaches, etc.

Who Is SaaS Mode For?

  • Digital marketing agencies want recurring revenue

  • Consultants looking to productize their services

  • Freelancers ready to scale without more clients

  • White-label resellers building software platforms

  • Coaches and creators monetizing their frameworks

Use SaaS Mode to deliver a CRM and funnel system to clients while keeping 100% of your brand visibility.

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Required Tools and Plan

You’ll need:

✅ GoHighLevel Agency Pro Plan – $497/month
✅ Stripe Account—for subscription billing
✅ Custom Domain—for your login URL (e.g., app.yourbrand.com)
✅ Snapshot—a prebuilt workflow for each client (funnels, pipelines, etc.)

You can add more tools, such as NMI, Square, or Twilio, later, but this is the core stack.

GoHighLevel SaaS Plan Pricing

Plan NameMonthly PriceKey Features
Agency Starter$97/monthCRM, funnels, email/SMS marketing (no SaaS Mode)
Agency Unlimited$297/monthEverything in Starter + unlimited accounts (no SaaS Mode)
Agency Pro (SaaS)$497/monthFull SaaS Mode, rebilling, white-label, snapshots, support
💰 GoHighLevel SaaS Mode is only available on the $497/month Agency Pro Plan, which unlocks billing, snapshots, rebilling, and automation features...
See GoHighLevel SaaS Pricing Plans

Step-by-Step GoHighLevel SaaS Setup

Let’s break this into simple, actionable chunks.

Step 1 Connect Your Stripe Account

Stripe handles all subscription billing.

  1. Go to Agency View → Settings → Stripe

  2. Click Connect and follow the setup wizard

  3. Once linked, Stripe will manage monthly charges, credits, and overage billing

Optional: For Square or NMI, connect them at the sub-account level instead.

Screenshot 2022 11 21 130908

Step 2 Set Your Custom Login Domain

White-label your platform with a custom subdomain.

  1. In Agency settings, go to Company Info

  2. Under the White-label domain, enter app.yourbrand.com

  3. Add the CNAME record to your DNS (e.g., Cloudflare, GoDaddy).

  4. Click Authorize in GoHighLevel once DNS is connected

💡 Tip: Avoid using the default GoHighLevel login link. A custom domain looks professional and improves trust.

How to set up the Client Portal? : HighLevel Support Portal

Step 3 Add Email Branding and Policies

  • Create a custom email domain like noreply@yourbrand.com

  • Add DNS records for SPF, DKIM, and DMARC

  • Paste links to your Privacy Policy and Terms of Service

  • Add a custom support email and logo

These steps help improve email deliverability.

Step 4 Create a SaaS Plan in the Configurator

  • Here’s where the magic happens.

    1. Go to SaaS Configurator → Add Plan

    2. Choose your billing source (Agency or sub-account).

    3. Add plan name, description, category (like Starter, Premium, etc.)

    4. Set monthly and annual pricing (e.g. $97/month or $970/year)

    5. Define:

      • Contact limit (e.g. 1,000)

      • User seats (e.g. 2)

      • Included features (CRM, workflows, reputation, AI, etc.)

      • Optional: Add-ons like WhatsApp, Yext, and Call Tracking

    6. Attach your snapshot for auto-onboarding

    7. Choose credit system (e.g. $10/month in usage credits)

    8. Set rebilling markup (e.g. 1.5x usage cost)

    📌 Pro Tip: Never edit a live plan. Duplicate and modify it instead.

GoHighLevel SaaS Mode: Is It Worth the Extra Cost? (2025)

Step 5 Build and Attach a Snapshot

A snapshot is a complete setup template that includes:

  • Funnels

  • Emails and SMS campaigns

  • Pipelines

  • Calendars

  • Tags, forms, and automations

Each time a client signs up, this snapshot gets auto-loaded into their account.

Examples:

  • 🏡 Real Estate Snapshot

  • 💇‍♀️ MedSpa Automation Flow

  • 📅 Booking and Nurture Series for Coaches

GoHighLevel Snapshots: 26 Snapshots for Various Niches

Step 6 Configure Usage Credits and Rebilled Features

GoHighLevel lets you resell:

FeatureGHL CostYou Can Charge (1.5x)
Outbound Call$0.014/min$0.021
Inbound Call$0.0085/min$0.013
SMS$0.007/message$0.0105
Email (per 1,000)$0.67$1.00
AI Credits (1,000 tokens)VariesAdd markup

Clients will be billed when they exceed usage credits—automatically.

https://www.gohighlevel.com/?fp_ref=highlevel-shop

Step 7 Automate Onboarding and Notifications

Use Workflows to automate:

  • Welcome email with login instructions

  • Add staff to Slack or Notion

  • Book a strategy call

  • Add contact to your internal CRM

  • Send renewal reminders and payment notices

💡 You can even create a client dashboard with links to training, help desk, and support.

Step 8 Use Sub-Account to Manage SaaS Clients

Create a dedicated sub-account just for SaaS subscribers. Then:

  1. Go to Payments → Products

  2. Click Create Product → Use as SaaS

  3. Add plan name, description, pricing, trial, usage caps, etc.

  4. Build a checkout funnel inside that sub-account

This keeps your SaaS business clean, organized, and easier to scale.

Step 9 Design Your SaaS Funnel

Clients need a place to sign up. Build this inside GoHighLevel:

  • Add a 2-step checkout page

  • Include monthly vs annual toggle

  • List all plan features

  • Embed trust badges, testimonials, and FAQs

  • Link checkout to your SaaS product

Example URL: yourbrand.com/subscribe

Step 10 Enable Notifications and Monitoring

In Agency Settings:

  • Set wallet charge alerts (e.g. when usage hits $200)

  • Turn on audit logs to track team actions

  • Enable beta features for early access to updates

  • Check usage reports per sub-account monthly

These tools help prevent billing surprises and optimize growth.

Need Help with Your SaaS Setup?

Book a free strategy call and we’ll walk through your SaaS model step-by-step.
Schedule Your Call

Frequently Asked Questions

SaaS mode in GoHighLevel allows you to offer the platform as a service to other businesses under your own branding. You can create custom pricing plans, manage sub-accounts, and offer various features like CRM, marketing automation, and more.

To enable SaaS mode, you need to have an Agency-level account in GoHighLevel. Additionally, you’ll need a Stripe account for handling payments and billing for your clients.

Yes, you can fully customize the pricing plans in SaaS mode. You can set your prices, choose which features are included in each plan, and define any usage limits, such as the number of contacts or emails allowed.

You can integrate Stripe by navigating to the SaaS Mode settings in your Agency dashboard. From there, you’ll find an option to connect your Stripe account, which will handle all payment processing for your SaaS clients.

Yes, GoHighLevel allows you to white-label the platform, meaning you can use your own branding, including your logo, colors, and custom domain (e.g., dashboard.yourbrand.com) for the SaaS offering.

You can create sub-accounts manually via the Agency Dashboard or automate the process using onboarding forms that automatically create sub-accounts when filled out by new clients.

You can offer a wide range of features, including CRM, email and SMS marketing, sales funnels, websites, membership sites, booking calendars, and more. You can choose which features to include in each of your pricing plans.

As the SaaS provider, you’ll be responsible for supporting your clients. You can set up a helpdesk, use GoHighLevel’s chat features, or integrate with a third-party support system to assist your clients.

There is no hard limit on the number of sub-accounts you can create. However, your hosting and infrastructure should be capable of handling the load. GoHighLevel’s pricing tiers may also include different levels of resources and features.

Conclusion

GoHighLevel SaaS Mode is your launchpad to recurring income, scalable services, and a true software business. With the right setup, you can serve hundreds of clients without burnout—offering powerful tools and automation under your brand.

✅ Get your domain, snapshot, Stripe, and first plan set up today
✅ Build a simple sales funnel and test it live
✅ Start enrolling clients on autopilot

🚀CLAIM YOUR 14-DAY GHL FREE TRIAL
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