SaaS Mode

We need the ability to apply tax (GST/VAT) to re-billing charges, both SMS/email and AI. Without this re-billing is unusable to anyone outside the US that wants to be compliant for tax.

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 .

Right now, onboarding clients into GoHighLevel is slower, more manual, and more frustrating than it should be: Clients get overwhelmed immediately after login They don’t know where to start or what to do first Onboarding calls are repetitive and time-consuming Assets, integrations, and data are often incomplete or delayed Teams spend hours chasing missing information Clients rarely watch onboarding videos (or don’t finish them) Setup inconsistencies lead to poor results and churn From the client side: “What do I do first?” “Where do I upload contacts?” “How do I connect my tools?” “Why is nothing set up yet?” Onboarding in GoHighLevel is still largely manual and dependent on: Static forms Disconnected steps Video-based instructions Human follow-ups This creates friction at the most critical stage of the customer journey: first impression + activation. The current onboarding experience is: Passive instead of interactive Instruction-based instead of action-based Fragmented instead of guided Human-dependent instead of system-driven Most importantly: It does not leverage AI to execute tasks—only to explain them (if at all). And here's the Risks If this continues, agencies and SaaS businesses face: Lower client activation rates Increased churn in the first 7–14 days Longer time-to-value Burnout from repetitive onboarding calls Inconsistent account setups Lost revenue from clients who never fully launch But here's the thing... There is a massive opportunity to transform onboarding into: A fully automated, AI-driven, done-for-you experience Instead of teaching users how to set things up… 👉 We let AI do the setup for them. 💡 The Solution: Agentic AI Onboarding Agent We propose building a fully agentic AI onboarding system inside GoHighLevel. How It Works (Step-by-Step Flow) Business Information & Goals Business name, niche, services, address, phone, EIN, website links, operating hours etc. Revenue goals Target audience Offer structure 👉 AI fills all business profile fields automatically. Integrations & Permissions The agent guides users to connect: Social Platforms: Facebook Instagram Pinterest YouTube TikTok Advertising Platforms: Google Ads LinkedIn Ads Facebook Ads Financial & Accounting Tools: QuickBooks Xero E-commerce & Fulfillment: Shopify WooCommerce Printify Web & CMS Platforms: WordPress Calendars and Virtual Meeting Software Google Calendar Calendly Microsft Teams Zoom Google Meet Media Integrations Google Drive Canva Project Management Integrations Clickup Monday.com Jobber Review & Business Listings: Google Business Profile (Google Reviews) Yelp Any other relevant platforms Core Requirements: Email platforms Domains Payment processors Any additional third-party tools specific to the business 👉 AI ensures everything is properly integrated, authenticated, and verified. Assets Upload (Brand Kit) Logos Colors Fonts Images Data Intake (Contacts, Products, Lists) Contact lists Customer data Product catalogs Team Access Team members Roles & permissions Website & Store Creation (Optional) AI can generate a website or e-commerce store using uploaded assets. Kickoff Call Scheduling AI schedules kickoff call automatically. Key Differentiator AI executes everything automatically inside the account. End of Onboarding Videos Users don’t want instructions—they want outcomes. https://gokollab.com/official-highlevel-community-2qxegx/channels/General-(Post-Here!)-8gTnZU/posts/69bfc065e09f5bfcc82c46df

Pretty big new feature request, but having a workflow builder at the agency level that can connect with the agency sub account would be very helpful for managing subscriptions and account access.

We would like to see some options for optionally branding sub-accounts, such as the ability to override the agency logo in the top-left corner of HighLevel.Many of our clients don't mind having our branding but some of them would like to use their own logos so their team members don't have to know about how our company helps their business. HIGHLVL-I-1431

Right now, custom branding like colors, CSS, and JavaScript can only be added at the Agency level, and it applies to all sub-accounts. This is very limiting, especially for SaaSpreneurs and agencies who want to offer full white-label solutions to different clients. ✅ Feature Suggestion: Allow each sub-account to have its own: Color scheme Custom CSS field Custom JavaScript field These settings would appear inside each sub-account's settings (just like at the Agency level). From the Agency level, the agency owner should have the ability to enable or disable access to these customization options for each sub-account individually. 🚀 Why this matters: Agencies and SaaS owners could offer truly customized setups for each client. Clients could have dashboards and portals that fully match their brand identity. Agencies would retain full control over which clients can modify these settings themselves. This would be a massive improvement for white-labeling and would make GHL even more powerful for SaaS-mode users. Thank you for considering this! Bedst Regarts Jonas Bjørn

sometimes clients purchase another productos and we want to give them a discount in SaaS plan, but is the suscription already exists is imposible to do this.

Here are a few ideas for upgrades to the current SaaS mode:1. More than 3 SaaS plans (preferably unlimited).2. Have a way for SaaS users to change their plan or cancel in their billing settings and let us make our own description of what is included in each plan to show here in billing.2a. Give us the ability to control what SaaS plans they can switch to in the billing settings.2b. Let us create a required form for SaaS users to submit if they are trying to cancel that includes the ability to downgrade to a cheaper plan. 2c. Agencies should be able to choose if users have the ability to change plans or cancel in settings, it should not be a required feature.3. Let us "impersonate" any SaaS user and see the app as they see it.4. Give us the ability to turn off some features completely so that no SaaS plan has them.5. Let us create our own banner popups that show for SaaS users.6. Give us the ability to disable certain settings in the settings menu for SaaS plans if we don't need our users to be able to access them. Also, I'd love to be able to add custom menu items to the settings menu, not just the main menu.7. There needs to be a way to fully disable features that SaaS accounts lose access to. For example, if a user cancels their subscription or downgrades to a plan that doesn't have workflows, they will not be able to view workflows anymore but the workflows will still actually work. This is not okay.8. We need some sort of system for managing and sorting our sub accounts. Filtering by SaaS plan would be a good start. Also, would love the ability to be able to select multiple SaaS accounts and bulk edit them (like adding or removing feature permissions). HIGHLVL-I-5285

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.

Need to add a time range or a filter on the Social Media Analytics. It's not helpful to see only a weekly preview.