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SaaS Configurator

Convert Existing Sub-Account to SaaS Mode Subscription Plan

Learn how to attach a SaaS subscription to existing sub-accounts in GHL Customer Care. Step-by-step guide for Stripe-linked clients with FAQs and troubleshooting tips.

3 min read779 words7 explained imagesUpdated Wed, 2 Sep at 9:59 AM
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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

  1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
  2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
  3. Select Switch To SaaS
    Step 3 of 9: Select S witch To SaaS What this shows Step 3 of 9: Select S witch To SaaS What this shows Shows what to choose for step 3 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 3 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you select S witch To SaaS. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. Step 3 of 9Image 1 of 7 What to chooseSelect S witch To SaaS
    Buttons and menus referenced Switch To SaaSSub-Accountsthree-dotsCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectlycopysendit
    Next stepIf Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    All 9 steps in this procedure
    1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
    2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
    3. Select S witch To SaaS this image
    4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    5. Click on Proceed.
    6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    8. Select a plan and click on Continue.
    9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
  4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
  5. Click on Proceed.
    Step 5 of 9: Click on Proceed What this shows Step 5 of 9: Click on Proceed. What this shows Shows what to click for step 5 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 5 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you click on Proceed. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. Step 5 of 9Image 2 of 7 What to clickClick on Proceed.
    Buttons and menus referenced ProceedSub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectlycopysend
    Next stepIf Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    All 9 steps in this procedure
    1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
    2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
    3. Select S witch To SaaS
    4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    5. Click on Proceed. this image
    6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    8. Select a plan and click on Continue.
    9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
  6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    Step 6 of 9: If Customer Already Exists in Stripe, select the Link Existing… What this shows Step 6 of 9: If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. What this shows Shows what to choose for step 6 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 6 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you if Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. The next step is to after clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. Step 6 of 9Image 3 of 7 What to chooseIf Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    Buttons and menus referenced Customer Already Exists in StripeLink Existing Customer in StripesearchselectcustomerProceedSub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in Stripe
    Next stepAfter clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    All 9 steps in this procedure
    1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
    2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
    3. Select S witch To SaaS
    4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    5. Click on Proceed.
    6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. this image
    7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    8. Select a plan and click on Continue.
    9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
  7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to.
    Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect.
    Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    • Click on the Show Full Details option above the select Plan button.
      Step 1 of 2: Click on the Show Full Details option above the select Plan button What this shows Step 1 of 2: Click on the Show Full Details option above the select Plan button. What this shows Shows what to choose for step 1 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 1 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you click on the Show Full Details option above the select Plan button. The next step is to you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Step 1 of 2Image 4 of 7 What to chooseClick on the Show Full Details option above the select Plan button.
      Buttons and menus referenced Show Full DetailsSub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectlycopysend
      Next stepYou can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
      All 2 steps in this procedure
      1. Click on the Show Full Details option above the select Plan button. this image
      2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
    • You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
      Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan… What this shows Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. What this shows Shows what this covers for step 2 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 2 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Step 2 of 2Image 5 of 7 What this coversYou can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.
      Buttons and menus referenced YoucanreviewSub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectly
      All 2 steps in this procedure
      1. Click on the Show Full Details option above the select Plan button.
      2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. this image
  8. Select a plan and click on Continue.
    Step 8 of 9: Select a plan and click on Continue What this shows Step 8 of 9: Select a plan and click on Continue. What this shows Shows what to choose for step 8 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 8 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you select a plan and click on Continue. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. Step 8 of 9Image 6 of 7 What to chooseSelect a plan and click on Continue.
    Buttons and menus referenced Select a planContinueSub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectlycopy
    Next stepIf a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
    All 9 steps in this procedure
    1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
    2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
    3. Select S witch To SaaS
    4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    5. Click on Proceed.
    6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    8. Select a plan and click on Continue. this image
    9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
  9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold.
    When the client reaches the lockout screen:
    If no card is on file, the client can add one and attempt payment.
    If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card.
    After successful payment, GHL Customer Care automatically unlocks the sub-account.
    Step 9 of 9: If a payment method is not available when the plan is assigned, the… What this shows Step 9 of 9: If a payment method is not available when the plan is assigned, the selected plan remains On Hold. What this shows Shows what this covers for step 9 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". This screenshot accompanies step 9 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you if a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. Step 9 of 9Image 7 of 7 What this coversIf a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account.
    Buttons and menus referenced Sub-Accountsthree-dotsSwitch To SaaSCustomer Does Not Exist Yet in StripeCreate New Customer in StripeSMSEmaildirectlycopysendit
    All 9 steps in this procedure
    1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar.
    2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing.
    3. Select S witch To SaaS
    4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link.
    5. Click on Proceed.
    6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed.
    7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling.
    8. Select a plan and click on Continue.
    9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. this image

Frequently Asked Questions

Q: What should I do if the “Share Link” option is not working or is unavailable?

If the “Share Link” option is not working, first ensure that your browser or network settings are not blocking the pop-up or the link itself. Try using a different browser or clearing your browser’s cache. If the issue persists, check if there are any restrictions or permissions set within your GHL Customer Care account that might be affecting this functionality. You can also contact GHL Customer Care support for further assistance.

Q: Can I switch an existing sub-account to SaaS mode if it has pending invoices or unpaid balances?

Yes, you can switch an existing sub-account to SaaS mode even if there are pending invoices or unpaid balances. However, it’s generally good practice to resolve any outstanding balances to avoid complications with billing and account management. Ensure that all financial matters are up-to-date to ensure a smooth transition.

Q: How can I track the status of the SaaS Mode conversion process for my sub-accounts?

To track the status of the SaaS Mode conversion, you can monitor the sub-account’s status within your GHL Customer Care dashboard. Look for updates or notifications related to the conversion process. If you do not see any changes or updates, verify that the process was completed successfully. You may also need to check your Stripe account to confirm that the subscription has been created and is active. For detailed tracking, consider reaching out to GHL Customer Care support if you encounter any issues.
Q: Can I attach a plan to a sub-account that was created before I enabled SaaS Mode?

Yes, but you'll need to manually assign the SaaS plan using the steps in this article. Legacy accounts won’t be automatically converted unless you assign a plan.

Q: Will a sub-account lose access to features not included in the SaaS plan tier when it switches to SaaS Mode?

Yes. When a sub-account is moved to SaaS Mode and a specific plan tier is assigned (e.g., Starter, Professional, or Premium), it will only have access to the features enabled in that tier. Any features previously available that are not included in the selected plan will be disabled automatically. To retain those features, make sure they are included in the plan assigned through the SaaS Configurator.

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