SaaS Mode

Ability to pull a report showing revenue generated from rebilling, such as twilio, mailgun, yext, wordpress etc.

I just found out that sandbox agencies cannot release or transfer sub-accounts. This should be allowed. Even though release/transfer is a small process, it's an important one and being able to test it inside a sandbox agency would be a meaningful enhancement to what sandbox agencies can do. The whole point of a sandbox is to safely practice and validate real workflows before running them on a live agency, so leaving this out creates a gap in that parity. Request: Enable the release/transfer sub-account function for sandbox agencies, matching the behavior in production.

I think it would be great to offer specials/coupons for Saas plans in order to attract more users. I do believe this is something High Level is currently working on, but I'm not sure.

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.

Here are some suggested improvements to setup fees on SaaS plan products: * Allow setup fees to be edited after creation * Allow coupons to be applied to setup fees * Allow calculation of affiliate commission on setup fees * Option for prorated setup fees on plan changes. If someone upgrades to a higher plan, currently they will be charged the full setup fee. I'd want them to pay only the difference between the setup fee of their current plan and the new plan.

It would be great to be able to have the Company Name as the Location name since it currently uses a person's name and my team doesn't always know which company an account is associated with.

When using SaaS mode with different Stripe accounts connected at the sub-account level, there is currently no way to link or manage existing Stripe customers/subscriptions without requiring customers to re-enter their payment details. For agencies migrating clients from other platforms (or different Stripe accounts), this creates unnecessary friction, reduces trust, and risks losing customers during onboarding. We need the ability to import, sync, or link existing Stripe customers and subscriptions directly to sub-accounts so billing can continue seamlessly without requiring any action from the client. This functionality already exists at the agency level, and extending it to sub-accounts would significantly improve SaaS onboarding and retention.

Right now in SaaS Mode we can rebill things like emails, SMS, calls, and other usage with a simple multiplier. That’s great, but it doesn’t match how most SaaS plans are actually sold. Feature request: Add the ability to set included usage + overage pricing and optional caps for each rebillable item. Example: My SaaS plan includes: 10,000 emails / month 2,000 SMS / month After that: Emails rebill at my chosen multiplier (e.g. 1.3x cost) SMS rebill at my chosen multiplier (e.g. 1.5x cost) Optional: Set a hard or soft cap (e.g. stop sending at 25,000 emails OR notify + continue billing) Why this matters: Lets agencies sell real, modern SaaS plans (“includes X, then pay per use”) instead of only pure pass-through markup. Protects margins by charging for true heavy usage instead of eating the cost. Avoids underpricing “power users” while still letting normal users stay within plan limits. Works perfectly for: Emails SMS Calls / minutes AI usage Any other metered resource GHL supports Key controls needed: Per-resource included amount (per month / per billing cycle) Per-resource overage multiplier or per-unit price after the included amount Optional usage cap: Hard cap: stop usage Soft cap: warn + continue and bill Reporting so we can see: Included vs overage usage Overage revenue per sub-account This would make SaaS Mode far more flexible and would align GHL pricing with how agencies package and sell their own SaaS bundles.

What we're trying to accomplish: As a SaaS Agency with multiple recurring subscription products, we need the ability to offer additional recurring products as order bumps at checkout or as one-click post-purchase upsells — without requiring a separate funnel build or manual intervention. Specific capabilities needed: Order Bump for Recurring Products at SaaS Checkout Allow a secondary recurring product to be offered as a checkbox bump directly on the SaaS product checkout page — presented before the buyer completes purchase. Currently, only one recurring product can be processed per checkout, blocking this entirely. Post-Purchase One-Click Upsell for Recurring Products After a SaaS product purchase is complete, automatically redirect the buyer to a native upsell page offering an additional recurring subscription with a single click — without requiring a custom funnel built around the SaaS checkout. Native Upsell Configuration Inside SaaS Product Settings Add an Upsell / Bump tab directly inside SaaS product settings where a secondary product can be selected, copy can be written, and redirect logic can be configured — without leaving the product builder. Multi-Recurring Product Checkout Support Enable the checkout system to process two recurring subscriptions simultaneously when a buyer selects both a primary product and a bump/upsell — billed separately but captured in a single seamless checkout experience. Skip Option on Upsell Allow the buyer to skip the upsell offer and proceed to the Thank You page without being forced to purchase the secondary product. Current workaround: Verbal pitch through Voice AI and sales team scripts during strategy calls. The checkout experience is missing the bump entirely, requiring manual follow-up to offer the add-on product post-sale. Business impact: Without native bump/upsell support for recurring SaaS products, the average order value at checkout cannot be maximized. Every missed bump requires a manual follow-up touchpoint — increasing operational overhead and reducing conversion rates on add-on products.

Within the Company settings and the whitelabel tab, we can add our own custom JavaScript and CSS. Please can these boxes be larger, or allow us to click to expand them? I have over 600 lines of code in the custom JS, and trying to manage/edit my code in that tiny box is starting to get really annoying. Thanks.