How to upgrade to Gohighlevel SAAS Plan

Are you ready to scale your agency and give your clients a white-labeled software experience? ✨ Upgrading to the GoHighLevel SaaS Plan unlocks a world of automation, branding, and profit potential. But if you’re unsure where to start, you’re not alone.

In this guide, we’ll walk you through the entire process of upgrading to the GoHighLevel SaaS Plan, from toggling the right settings to adjusting features and billing.

Here’s What You’ll Discover

  • ✅ Step-by-step instructions to activate SaaS Mode

  • 🧩 How to enable upgrade and cancel options for your clients

  • 💳 Detailed breakdown of billing and Stripe integration

  • ⚙️ How to adjust plans, pricing, and features based on tiers

  • 📉 What to do if a client cancels or wants to downgrade

What is the GoHighLevel SaaS Plan

The SaaS plan allows digital marketing agencies to resell GoHighLevel under their own brand. With this, you can build recurring income streams by offering software access with tailored features, custom pricing, and built-in automation.

Some core perks:

  • White-label branding (your logo, custom domain, etc.)

  • Sell pre-built marketing systems to clients

  • Automate billing and onboarding

  • Set different plans with unique features

  • Enable self-service upgrades for clients

How to Upgrade to the GoHighLevel SaaS Plan

Step 1 Log in and Access the SaaS Configurator

Head over to your GoHighLevel Agency dashboard. On the left menu, click SaaS Configurator. This is where you’ll build and manage your SaaS plans.

Pro Tip: Make sure your Stripe account is already connected in Settings > Payments.

Step 2 Turn on Upgrade and Cancel Settings

Go to the Advanced Settings tab in the SaaS Configurator.

Here, toggle on:

  • ✅ Allow sub-account admins to upgrade

  • ✅ Allow sub-account admins to cancel

  • ✅ Auto-assign features when a new plan is chosen

This lets your clients change their plans on their own—no manual steps required!

⚠️ Note: These settings apply only to new accounts. Existing accounts need to be updated individually.

Upgrading and Cancelling SaaS Plans for Clients : HighLevel Support Portal

Step 3 Enable Per-Client Upgrade or Cancel Permissions

To manually manage upgrade options for a specific client:

  1. Go to Sub-Accounts

  2. Click the three dots next to a client and choose Manage Client

  3. At the top, click SaaS

  4. Scroll to Subscription Settings

  5. Toggle on:

    • Allow client to upgrade

    • Allow client to cancel

This is useful if you want granular control over who can upgrade or cancel.

Step 4 Test the Client Experience

Once toggles are set, you can log in as the client to preview what they’ll see.

Here’s how:

  • Go to Settings > Billing

  • Click Modify Subscription

  • The client will see options to:

    • Upgrade to a higher plan (e.g., Monthly → Yearly)

    • Cancel subscription if needed

🧪 Always double-check from the client side before going live!

Step 5 Upgrade a Client’s Plan Manually via Stripe

If you prefer managing upgrades yourself:

  1. Go to Settings > Billing > Payments under the client’s sub-account

  2. Copy an invoice number or email address

  3. Log in to your Stripe dashboard

  4. Search for the client using that info

  5. Under Subscriptions, click Update

  6. Click Add Product and select the new plan

  7. Remove the old product

  8. (Optional) Set trial days or enable proration

🎯 After saving, go back to the sub-account and toggle features on/off to match the new plan.

How to Upgrade / Downgrade SaaS Plan for a location : HighLevel Support Portal

Pricing Breakdown

Here’s a sample SaaS pricing structure many agencies use:

PlanPriceIncluded Features
Starter$97/moBasic CRM, 1 calendar, 1 pipeline, chat widget
Professional$197/moStarter + AI Bot, automation workflows, basic analytics
Premium$297/moPro + Memberships, Client Portal, White-label mobile app

Set this up in SaaS Configurator > Build Your Plans.

💸 You can rebill Twilio and email usage too for extra profit!

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What Happens When a Client Cancels

If a client cancels:

  • Their account is paused

  • They see a message like: “Your account has been paused”

  • They can click to reactivate or update payment details

You can also cancel subscriptions manually and refund balances from the Wallet & Transactions area.

Exporting Billing and Subscription Records

Before making any deletions:

  1. Go to Billing > Wallet & Transactions

  2. Click Details

  3. Use the Export CSV button

  4. Enter your email to receive the file

This is essential for bookkeeping and compliance.

Optional Delete or Disable Account

o fully delete an account:

  1. Go to Sub-Accounts > Manage Client

  2. Click Actions > Disable SaaS

  3. Follow the on-screen steps to confirm and remove

⚠️ Warning: This is irreversible and deletes all client data, automations, and communications.

Frequently Asked Questions

Yes, you can update your SaaS plan pricing anytime.
To do this, go to the SaaS Configurator in your agency dashboard and adjust the pricing fields under each plan. Keep in mind, you’ll also need to update the corresponding Stripe product IDs to ensure billing matches. This flexibility helps you adapt to market changes or offer new deals as your business evolves.

No, SaaS Mode settings only apply to new sub-accounts by default.
For existing clients, you’ll need to go into each sub-account and manually toggle the upgrade or cancellation settings. This gives you flexibility but requires a one-time setup if you’re transitioning older clients to SaaS plans.

Yes, trial days can be added during the Stripe upgrade process.
When you add a new product in Stripe, you’ll see an option to assign trial days. This is a great way to let clients test out premium features before committing to a new plan. Just remember to communicate the trial length clearly in your SaaS plan descriptions.

Their account is paused, but not deleted right away.
When a client cancels, they’ll see a message saying their account has been paused. They can reactivate it anytime by updating their billing info. No new charges occur while paused, but data access is restricted until reactivation. This prevents accidental data loss and supports flexible re-engagement.

Yes, but downgrades need to be handled manually by the agency.
Currently, clients can’t downgrade themselves. To downgrade a plan, go to Stripe, remove the current subscription, and assign the new lower-tier product. Afterward, adjust features inside GoHighLevel to match the new plan.

Conclusion

Upgrading to the GoHighLevel SaaS Plan is more than a software switch—it’s a business growth strategy. With just a few clicks, you can automate your client’s experience, customize pricing, and create passive revenue.

🎯 Ready to take your agency to the next level?

Start your SaaS setup now and turn your HighLevel platform into a client-serving machine.
Click Here
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