SaaS Mode

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.

HIGHLVL-I-3692

Would like to be able to configure SaaS products based upon the number of users, with equal feature configuration otherwise.For extra credit, it would be spectacular to have 2 types of users. One which counts toward the user limitation for billing purposes, and another which does not count toward the user limitation for billing purposes.Use case: pricing based upon the number of lawyers in a law firm using the SaaS, but allow non-lawyers (e.g. client support staff, administrators, front desk staff, etc.) to use the platform without counting toward the user limitation, since they are not directly contributing to client revenues that are used to establish the ROI of the SaaS, yet are valuable to operations and proper use of the SaaS. HIGHLVL-I-4097

While Authorize.net and NMI support has been added for V2 SaaS mode, this doesn’t help agencies already running clients under the original Agency SaaS plan using Stripe. What’s still missing: We need the ability to use Authorize.net (or NMI, etc.) for SaaS re-billing at the Agency level, just like Stripe currently is. ---- ⚠️ Why this matters: There is no clean way to migrate existing clients from an Agency SaaS plan (re-billed via Stripe) to a V2 SaaS plan (billed via Authorize.net ). Here’s why: • Clients must go through a new checkout for the new V2 SaaS plan. • Agencies must then create custom automations or use Zapier to provision the new sub-account. • Even if we use snapshots to copy their old sub-account, not everything transfers over. • The client now has to abandon their old account and operate from a new one — which is disruptive and often a non-starter. For agencies, this means a logistical nightmare and a poor client experience, just to change the payment processor. ---- ✅ The Ideal Solution: Allow Authorize.net (or NMI) to be used directly at the Agency SaaS level, just like Stripe. This would enable us to: • Keep clients on their existing sub-accounts • Switch billing processors without rebuilding their setup • Ensure continuity and simplicity for both agency and client ---- This would save dozens of hours of work for each migration and help agency owners avoid the risk of Stripe’s shutdowns, rolling reserves, or geographic limitations — without needing to rework every client relationship from scratch. Please consider this a vital feature for long-term platform sustainability and flexibility. Happy to collaborate or provide more specifics.

We want to customize ALL the emails known as "Default" or "Standard". ➕ Add a System Emails tab in the Agency Settings (or find a suitable placement). ➕ Add folders for every Category eg. "Invoice", "Estimates", "Communities", "Calendar", etc. ➕ Add the ability to edit every single "Default" and "Standard" email. This would be very helpful! Bonus: ➕ Let us create the system default emails with custom color values. ➕ Add a pallet under the Brand Board named "Default Email Colors". This would make it easy for each sub-account to brand the default system emails.

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

➕ Create a new tab in the agency-level settings called "Centralization". ✅ Let us create several centralization's within our agency. Add a "Create centralization" button. Then let us select a "master sub-account", the sub-accounts we want to connect and what features we would like to centralize. ✅ Add a option for franchises, groups and chains to make this a standard. A "Apply to all" button or something like that. Then let us select a "master sub-account" and what features we would like to centralize. Also, let us adjust the centralized feature for each sub-account for flexibility. 👆🏼 This is btw the feature I would use, since we will create a dedicated $497 account for the plumbing group with 450 plumbing companies we are helping. Features we would like to centralize: 🔨 Create new product / update product 🔨 Ability to schedule media posts 🔨 Ablity to update Global Website sections across 🔨 Centralized dasboard, stats and reports 🔨 Centralized pre-sets of colors, saved buttons, media library, etc 🔨 A easy way to share resources like workflows, etc? 🔨 A dedicated template library? Other features that can be centralized?

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

Would like to have the ability to be able to start a SAAS plan with ACH bank account as the payment method. In stripe we can associate a bank account for the subscription, but in GHL we can't do rebilling.

This will be a game changer and so easy for you to implement. Your bot is fully functional, just let us whitelable its knowledge base so we can implement one ourselves.