Saas Mode
20 articles145 explained images
Activate SaaS Mode, Request Payment, and Configure Phone Rebilling
With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installation. Phone Rebilling is a feature that allows businesses to automate the…
3 min11SaaS Mode Sub-Accounts Are Not Being Generated
If you are testing the 2-step order form tied to a SaaS Mode plan and the sale is not generating a new sub-account, the issue is likely that your sub-account is using "Test Mode" API keys from Stripe. Note: For SaaS…
1 minSaaS User Level Permissions Vs Sub-Account Level Permissions
Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Configurator in your Agency Account) are governed by a set of…
1 min2Convert Existing Sub-Account to SaaS Mode Subscription Plan
This help article provides a guide on how to attach a SaaS mode subscription to an existing sub-account in GHL Customer Care. TABLE OF CONTENTS How to Convert an Existing Sub-Account To SaaS Mode Frequently Asked…
3 min7Enabling Twilio Rebilling For Customers Who Want Use Their Own Twilio Account
In this help article, you'll find a comprehensive guide on how to enable Twilio rebilling for customers who prefer to use their own Twilio account within the GHL Customer Care platform. It covers the steps necessary to…
3 min4Enabling Twilio Rebilling For Customers Who Were Using The Same SID/Token As Other Customers
This help article provides detailed instructions for enabling Twilio rebilling for customers who were previously using the same SID and token as other customers. It addresses the process of separating and configuring…
2 min3Email Re-Billing on the Unlimited (297/2970) and Pro (497/4970) Plans
Email Rebilling is a valuable feature for SaaS platforms, enabling agencies to automatically markup and charge clients for email-related costs. This creates an additional revenue stream for agencies while providing…
5 min4How To Calculate Email Cost in Your SMTP Provider
To Figure Out Your Email Cost: Log into your SMTP provider, navigate to the Plan or Billing section and look for a description of how many emails are included in your plan. Once know the amount of emails in your plan…
1 min1How to Upgrade SaaS Plan for a Location
SaaS • Plan Changes • Subscription Sync How to Upgrade or Downgrade a SaaS Plan for a Location Upgrading or downgrading a SaaS plan changes the client's subscription tier, billing, and feature access. For eligible SaaS…
10 min16SaaS Wallet Credit Management - Sub Account Level
Covered in this article: What is SaaS Wallet? Where can the wallet be accessed from? How to view the wallet transaction history? How to Recharge Wallet? 1. Auto Recharge Settings 2. Charge Client's Card Manually (Add…
5 min9How to Cancel SaaS sub-account for your client
This Article is a complete guide for all cancellation processes for SaaS-enabled sub-accounts. It contains instructions on how to cancel a SAAS sub-account for your client and how to allow them to cancel their SAAS…
4 min14Pause / Resume Sub-Accounts
Agencies can now "pause" and "resume" SAAS sub-accounts. If you have a SAAS (Software as a Service) client who fails to make payments, their Account can be Paused (disabled). This means that they won't be able to…
4 min14Differences in Premium Action Visibility: Agency Users View vs Account Users View When Disabled
If LC - Premium Actions are not enabled on your agency: Agency Admin View: Account Admin/Users View:
1 min2Workflow - Date/Time Formatter Action
With the Date/Time Formatter action, you can reformat the Date or Date and Time as per your requirement. You can also compare dates using the action. TABLE OF CONTENTS Format Date Format Date and Time Compare Dates How…
3 min14How to Enable and Rebill Workflow - External AI Models?
This help article provides a clear, step-by-step guide on how to enable and rebill External AI Models within the GHL Customer Care platform. Workflow - External AI Models are designed to enhance automation by using…
4 min3How to sell SaaS in currencies other than USD?
More Tutorials from the Community https://youtu.be/Xd0eMUbxpr4 https://youtu.be/Ea8JWlEKfGw https://youtu.be/XgxEb7F7cIk While setting up SaaS in currencies other than USD can be slightly more tedious, it is indeed…
4 min16How to improve the security of my SaaS Checkout process
There are several steps you can take to enhance the security of your SaaS checkout. These measures can help prevent phishing scammers from signing up and misusing your SaaS sub-account. TABLE OF CONTENTS Step 1 - Use…
6 min10Configuring User Limits for SaaS Sub-Accounts
More Tutorials From the Community https://www.youtube.com/watch?v=jbbZX18_0tw https://www.youtube.com/watch?v=KsuZU3IJ7Bs&feature=youtu.be SaaS mode now allows you to restrict the number of users that can be added to…
1 min5How to Configure Contacts Limit for SaaS Sub-Accounts
SaaS mode now allows you to restrict the number of contacts that can be created in a sub-accounts. The contact limit is NOT A COMPLETE LIMIT, i.e. more contacts can still be created in the sub-account via APIs, Forms…
1 min6How to customize the onboarding email that is sent to new sub-account users?
SaaS agencies can now customize the email that is sent to newly added sub-account users. TABLE OF CONTENTS Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step…
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