How to Upgrade SaaS Plan for a Location in HighLevel

Imagine this. You just launched a basic CRM package for a local gym. They crush their first month, bring in fifty new members, and suddenly realize they need your premium text automation and funnel builder right now to handle the traffic. They are literally begging to give you more money.

But it is Saturday night. You are offline. Because you have not enabled self-serve upgrades, the client hits a paywall and cannot access the features. They text you, email you, and wait 48 hours for you to manually adjust their billing in Stripe. The momentum dies. The client gets frustrated, and you look like a bottleneck instead of a growth partner.

You cannot scale an agency if you have to manually upgrade every single client who wants to ascend your value ladder. HighLevel fixes this instantly. You can enable self-serve SaaS upgrades directly in the client’s dashboard so they can buy your premium features the exact second they need them. Let us turn your agency into an automated revenue machine right now.

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

Part 1: Enable Self-Serve Upgrades Globally

First, we need to give all your future clients the power to upgrade themselves automatically.

1. Log in to your main Agency account and click on SaaS Configurator.
2. Click on the Advanced Settings tab.
3. Enable the option to Allow sub-account admins to upgrade their subscription.
4. Want to make sure they get immediate gratification? Enable Add New Plans Features and Apps Upon Upgrading so their new tools unlock the second their credit card clears.

Part 2: Enable Upgrades for Specific Clients

Maybe you don’t want everyone to have this option globally, but you want to turn it on for a specific high-growth client.

1. From your Agency dashboard, click on Sub-accounts.
2. Find the specific location, click the Three Dots icon, and select Manage Client.
3. Toggle on Allow sub-account admins to upgrade their subscription.
4. Enable the option to Add New Plans Features and Apps Upon Upgrading to automate the feature delivery.

Part 3: The Client Upgrade Experience

Here is exactly what your client sees when they are ready to scale up.

1. The client logs into their sub-account and navigates to Settings, then Company Billing.
2. They click on Upgrade and choose their desired premium plan tier.
3. They review the available billing interval options (they can seamlessly switch from monthly to annual billing right here). Note: SaaS V2 does not support proration, so keep that in mind when they switch!
4. They click Confirm & Pay to instantly charge the card on file and unlock their new features.

Part 4: Upgrade Clients Manually via Stripe

Sometimes you need to take the wheel and handle the upgrade on the backend. Here is how to do it cleanly.

1. Go into the client’s Company Billing tab and click View on any invoice in their history. Copy that exact invoice number.
2. Search for that invoice number inside your Stripe dashboard and click the customer email to open their exact billing profile.
3. Click the pencil icon to update their subscription plan. Remove the current price and add the new plan’s price, then hit update.
4. Finally, jump back to your Agency account. Go to the Accounts tab, view the details for the location, and manually check the boxes to save their newly accessible features.

Automating your SaaS upgrades means you can generate expansion revenue in your sleep without ever touching a manual invoice.

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