SaaS Mode

It would be awesome to create Customized Launchpads. ➕ Add a "Customize Launchpad" tab in the Agency settings. ✅ Let us create several launchpads. ✅ Let us add a launchpad to a SaaS plan like we can with a snapshot. ✅ Let us select the steps / features in the launchpad. If you wanna go crazy with this (which would be awesome), create a High Level version of userflow.com .

We should be able to show/hide literally anything in the system based on the SaaS plan a customer has signed up for. It seems odd that I am unable to remove access to some things based on which SaaS plan my customer has - that's kind of the whole point of SaaS reselling. I keep running into issues where I have to manually hide things from individual users (after they've signed up) instead of hiding those things automatically based on the plan they chose. For example, I made a plan called Website Builder and I only want users on that plan to be able to access the website builder. Seems simple enough, but I've gone back and forth with support and they've confirmed it is impossible to hide these things for people that sign up for that Website Builder plan: AI Agents, App Marketplace, and the little phone icon at the top right. People using this plan should not have access to any other features such as AI Agents or CRM/making phone calls. It is also frustrating that someone signing up for this plan lands on the Launchpad prompting them to set up things that are not relevant to them such as multi-channel comms with phone numbers, email config, lead gen & messaging with with Facebook & Instagram. In short, many features can be shown/hidden based on SaaS plan, but we cannot control ALL aspects of what is shown. That's a major problem for those of us that want to reduce customer confusion, support requests, and manual tasks to go back in and hide things after someone has signed up. So, we should be able to edit visibility of ALL visible sections/tabs/assets based on the SaaS plan the user selected.

Currently, when an agency sells using SaaS to their clients, there's no option to let the client choose a snapshot based on their industry during the signup/onboarding flow. The snapshot is fixed to whatever the agency pre-selects in the SaaS configuration, meaning every new client gets the same setup regardless of their business type. This creates a real limitation for agencies that serve multiple industries (e.g., real estate, dental, home services, legal, etc.) under one SaaS plan. Right now, agencies either have to: A. Run separate SaaS configurations/plans per industry (more overhead, harder to manage), or B. Manually onboard each client and apply the correct snapshot themselves (defeats the purpose of self-serve SaaS signup). I'm requesting you add the ability for agencies to upload/link multiple snapshots to a single SaaS plan, tagged by industry or business type. During the client signup flow, let the client select their industry from a dropdown (defined by the agency), and automatically apply the corresponding snapshot to their sub-account upon signup.

The agency dashboard and any of the rebilling / reselling charges are based in USD. However, when an agency business is run in another currency (e.g. all my plans are in Australian dollars AUD), then it's confusing for my clients to know that some prices are is AUD and some are is USD and even though I explain this at time of sign up, many are still confused as to what they are being charged and think they are buying something for A$30 which it's really US$30 and they thus end up paying about A$45 and I'm left to revisit the explanation about the two different prices appearing on the platform and you just need to know which ones are AUD and which are USD. It comes across as unprofessional and it makes it hard as an agency owner to interpret the agency dashboard with its MMR and revenue values is USD while all my plans that I sell are in AUD. It makes it hard for me to look at the data at a glance and understand what is happening in my business. Two solutions: put a currency indicator with each price that's mentioned (US$50 or A$50), or have a place where the agency / sub-account preferred currency can be set and then ALL prices at the agency level and sub-account level are of the same currency (which removes the need to use US$ and A$ to differentiate prices).

The Courses/Memberships API has two distinct but equally critical problems: missing functionality and missing documentation. Both need to be addressed — ideally as part of API v2. 📋 Problem 1: Existing endpoints are undocumented Through direct API testing, we confirmed that several course endpoints actually exist and respond correctly — but are completely absent from the public API documentation. Developers relying on the official docs have no way of knowing these endpoints exist: PUT /membership/locations/{locationId}/products/{productId} — Updates a course ✅ works, ❌ undocumented POST /membership/locations/{locationId}/assessments/quiz — Creates a quiz ✅ exists, ❌ undocumented POST /membership/locations/{locationId}/assessments/assignment — Creates an assignment ✅ exists, ❌ undocumented GET /membership/locations/{locationId}/assessments/quiz/assessmentStatus/location/submission — Lists submissions ✅ works, ❌ undocumented Undocumented endpoints are functionally invisible to external developers. A complete, accurate, and up-to-date API reference for all Courses/Memberships endpoints is urgently needed. 🐛 Problem 2: Bug — Video URLs not imported when creating lessons When creating a lesson via API and passing a video URL, the video is frequently not loaded and the field remains empty. This is a confirmed bug that makes automated course creation unreliable and largely unusable in production. 🚫 Problem 3: Missing — Student progress & completion endpoints There are no API endpoints to retrieve a contact's learning progress. This is the single biggest gap for marketing automation use cases: GET completed lessons per contact & course GET completed categories/modules per contact & course GET overall course completion percentage per contact POST/PUT to manually set lesson or module completion (e.g. for retroactive data migration) Without these, it is impossible to build automations based on actual student learning behavior, trigger personalized email sequences, or retroactively tag contacts based on completed lessons. 🚫 Problem 4: Missing — Analytics export in Member Analytics The Memberships Analytics UI shows per-student progress (completed lessons, categories, products) but offers no export functionality whatsoever — no CSV, no download, nothing. This forces manual data collection and makes Smartlist-based automation impossible for existing students. 🚫 Problem 5: Missing — Course progress as native Smartlist filter Contacts cannot be filtered by course progress in Smart Lists. Required filters: "Has completed lesson X" "Has completed module/category Y" "Course completion ≥ N%" 💥 Business Impact For businesses running multiple courses (e.g. health academies, coaching programs), these gaps make it impossible to: Build course content programmatically via API Trigger personalized follow-up sequences based on actual lesson completion Segment students into meaningful Smart Lists Integrate the CRM with external LMS systems or content pipelines Migrate or retroactively set student progress data The most critical use case — and the one that directly drives platform revenue: A course priced at just €1 is designed as a high-quality entry point to build trust and demonstrate value. The strategy is simple and proven: guide students through every lesson → use completion-based triggers to send personalized encouragement and follow-up emails → convert engaged, satisfied students into buyers of the next, higher-priced course. This funnel cannot be built without lesson-level progress tracking and automation. The result is lost upsell revenue — not just for individual businesses, but across every agency and sub-account on the platform. Delivering these features would directly strengthen the platform's reputation as a serious, full-featured course and membership solution — making it significantly more attractive to new agencies and their clients. Courses that are consumed fully, and students who naturally progress to the next offer, are the most powerful proof of platform quality. ✅ Our Request Publish complete API documentation for all existing Courses/Memberships endpoints immediately — this costs nothing and unblocks developers today Fix the video URL import bug in lesson creation Add student progress endpoints (read + write) in API v2 Add CSV export to the Member Analytics UI Add course progress as a native Smartlist filter Please treat this as a combined Feature Request + Bug Report and prioritize items 1 and 2 as quick wins that can be delivered independently of API v2.

Have a way set up for when sub accounts cancel their subscriptions to make them authorize to release all of their phone numbers and have the numbers automatically released. Currently when they cancel their phone numbers remain and still received inbound calls/texts which results in a charge - then results in us getting a complaint or a dispute.

Let the customer choose between snapshots depending on their industry

I would love being able to add a banner for subaccounts. We offer office hours for our clients to hop in and being able to say... "office hours are now... hop in LINK" would be so great and improve their experience.

It would be good to be able to send a banner message (similar to what you would see when you need to setup a phone number with a new account) to any/all sub-accounts to make announcements.

There is a HUGE disconnect when managing the agency from a sub-account. We need a way to manage our sub-accounts as an agency. When sub-accounts update their email address/log in email, this does not automatically pull through to the contact inside my sub-account (the one I manage my agency with). I've had an incident recently where important emails were sent to my sub-account clients, but they didn't receive them as the email address associated with their account was no longer the one I had inside my sub-account. An Agency CRM is a must!!