How to Convert an Existing HighLevel Sub-Account To SaaS Mode

Imagine this. You just closed a local chiropractor on a complete marketing system setup. You built their funnels, connected their calendars, and got their lead nurturing campaigns running flawlessly. They are thrilled with the results and happily pay your initial setup fee.

Then month two rolls around. You send them a manual invoice for your software maintenance retainer. It gets ignored. You send a reminder. Ignored again. You spend the next two weeks playing bill collector instead of scaling your agency. The client keeps using your software for free while you eat the overhead costs. You look like a desperate freelancer instead of a software CEO.

You cannot scale an agency if you are manually chasing down subscription payments. HighLevel fixes this instantly. You can flip any existing client sub-account directly into SaaS Mode. This locks their access behind an automated paywall and forces them to put a credit card on file before they can log in. Let us turn your agency into a true software business right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Access the Sub-Account

First, we need to locate the client you want to upgrade to an automated subscription.

1. In your main Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
2. Scroll to the specific sub-account you want to convert.
3. Select the three-dots icon on the lower right corner of the listing.
4. Click Switch To SaaS.

Part 2: Connect the Customer to Stripe

Now we need to link their billing profile so the system can actually charge them.

1. If the customer does not exist in your Stripe account yet, select the Create New Customer in Stripe option.
2. Send the customer the provided link via SMS or Email so they can securely upload their credit card.
3. Click on Proceed to move forward.
4. If the customer already exists in Stripe, simply select the Link Existing Customer in Stripe option, search for their name, and hit Proceed.

Part 3: Select the Subscription Plan

Tell the system exactly what features they are paying for.

1. The system will prompt you to choose a subscription plan from your SaaS Configurator.
2. Want to double check the features before assigning it? Click the Show Full Details option located above the select plan button.
3. Review the rebilling rates, add-ons, marketplace apps, and custom menu links.
4. Select the appropriate plan and click Continue to finalize the assignment.

Part 4: The Automated Paywall

Here is exactly what happens on the client side to secure your revenue.

1. If a payment method is not available when the plan is assigned, the selected plan remains on hold.
2. When the client attempts to log in, they will hit a hard lockout screen.
3. If no card is on file, the client can add one and attempt payment directly on that screen.
4. If a card is already on file, HighLevel displays the saved card and lets the client proceed to payment instantly. After successful payment, the system automatically unlocks the sub-account.

Converting sub-accounts to SaaS mode guarantees you get paid on time and completely eliminates the nightmare of manual invoicing.

Frequently Asked Questions

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