SaaS Mode

The current Agency Announcement tool is a "broadcast" system—it’s all or nothing. If I want to send a specific technical update to my "Real Estate" niche sub-accounts, or a "Low Usage" warning to accounts with a low health score, I can't do it. This leads to notification fatigue for users who receive irrelevant messages. Update the Agency-level Announcement feature to include Targeting Filters. This would allow admins to push specific dashboard pop-ups, banners, or sidebar notifications to specific sub-accounts based on predefined criteria.

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.

We’re requesting a feature that lets our admin and support teams view client accounts without having the ability to make changes. This will help them understand how clients are using our system and provide more proactive support while keeping account security intact. The goal is to enable certain team members to see important information in client accounts—like contact lists, workflows, message status, and integrations—without the risk of altering any settings or data. This visibility would allow our support team to catch issues early, such as incomplete SMS setups, and guide clients through solutions to improve their experience and retention. To make this effective, agency owners would need a simple way to assign view-only access to specific team members. By limiting access for non-technical staff, we can avoid accidental changes while still giving the team the insights they need to assist clients effectively. We recently faced an issue where an admin unintentionally made changes, which highlights the importance of view-only permissions. This feature would improve client support and reduce risk, allowing our team to handle accounts more securely and efficiently. Also if this granular permission allows us to remove certain parts of the software from agency users, such as them not being able to see contact data, or even workflows, pipeline, etc. Right Now we can enable "View & Manage" or disable it. I would like to be able to enable "View" only.

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

SaaS mode creation should not auto assign the same mailgun subdomain as the SaaS account, or any other account for that reason. Then they all receive the same mail. Obviously this can be fixed by creating their own subdomain in mailgun and have them fix their dns, though that is so much manual work just for setting up their mailgun properly. i thought turning off mailgun rebilling in SaaS mode would disable this auto domain assignment, but doesn't work that way i guess. extremely bothersome. all SaaS accounts should have separate mailgun domains and SaaS mode shouldn't be auto assigning anything. This means we always need to have an eye on new clients and if we have to disable their mailgun domain.

Offer a section of a course to be available as a "free preview" and the rest of the course locked until purchased. For example, Ebook + Video Series... The Ebook module of the course would be free, The Video walk through would be a paid/premium upgrade. For now, I will create two versions of the course.. one with the FREE eBook and then the rest will be visible (but Greyed out), if they pay, then I will revoke membership of the free version and grant access to the full version. Thanks

It would be great to send a voice recording in the community, currently you can attach a link to it but if there was a mic icon to record and just upload it would be super helpful.

Currently, Go High Level only generates receipts for wallet top-ups (including auto-recharges), but does not provide a way to automatically generate invoices based on actual wallet usage. This creates a significant challenge for agencies using prepaid or credit-based billing models. 🔴 The problem: Clients frequently add funds to their wallet (e.g., $300–$800/month) These funds are consumed across multiple services over time The platform does not generate a consolidated invoice for the total usage Receipts are not valid accounting documents in many countries Agencies are forced to manually create invoices, which is not scalable In regions like LATAM (e.g., Colombia), clients require monthly legal invoices that reflect their total spend. Without this, agencies face compliance issues and client friction. ⚠️ Impact: Limits scalability for agencies managing multiple clients Increases manual workload significantly Creates friction with clients who need proper documentation Forces reliance on external tools or manual processes ✅ Proposed solution: Introduce an automated billing feature that enables: Generation of monthly consolidated invoices per client Based on total wallet consumption during a billing period Optional breakdown of services (subscriptions, usage, etc.) Automatic delivery via email and availability in the client portal 💡 Ideal workflow: Client adds funds (wallet / auto-recharge) Client consumes services throughout the month At the end of the billing cycle 👉 The system automatically generates one invoice with total usage 👉 The invoice is sent to the client and stored for download 🚀 Why this matters: This feature is essential for agencies operating at scale and in regions with strict accounting requirements. It would significantly improve operational efficiency, client experience, and platform adoption for international markets.

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.

We have clients who have weekly subscriptions with their clients and there is no option to create weekly subscriptions under payments, only monthly. There should be more options and have the ability to choose the timeframe when setting up a subscription.