GoHighLevel SaaS Mode Setup:
The Complete Beginner-Friendly 2026 Guide

Start in your Agency view. Go into your agency settings and find the billing area, and confirm your plan says Agency Pro (the $497/month plan). Then look in the left-hand menu for the SaaS Mode or SaaS Configurator option and open it. 'Configurator' is just GoHighLevel's word for the control panel where you set up all your plans and pricing, it is the dashboard you will spend the next hour in.

If you do not see the SaaS Mode option at all: your plan upgrade probably has not finished syncing. Confirm the billing area really shows Agency Pro, refresh the page, and if it still is missing after a short wait, that is a known delay covered in troubleshooting, not something you did wrong.

Inside the SaaS settings, look for a button labelled something like Connect Stripe and click it. You will be taken to Stripe's own website to log in and approve the connection, this is normal and safe, it is Stripe confirming that you give GoHighLevel permission to create charges on your behalf. Log in with your live Stripe account (not a test one) and approve.

Why this step matters: this connection is what lets money actually flow. Once connected, Stripe automatically charges each client every month, retries the payment if a card fails the first time, and records every cancellation. You are essentially hiring Stripe as your automatic billing department.

One cost to know about: Stripe keeps a small fee on every payment, commonly around 2.9% plus 30 cents per successful charge. So on a $200 plan, you receive roughly $194 and Stripe keeps about $6. Keep this in mind when you set your prices, it is a normal cost of accepting cards.

Now you build the actual plans clients will choose from. Look for an Add Plan or Create Plan button. For each plan you create, you fill in a few fields:

• Plan name (for example 'Starter', 'Growth', 'Pro'), this is what clients see.
• Monthly price (for example $97, $197, $297).
• Optional yearly price if you want to offer a discount for paying a year upfront.
• Free trial length if any, you can set anywhere from 0 to 30 days, meaning the client is not charged until the trial ends.
• Included usage credits if you want each plan to come with a bucket of, say, text messages or emails included.

GoHighLevel lets you create up to 20 different plans, though most successful operators use just 2 or 3 (we cover exactly how to price them in Section 5). A helpful detail: each plan you create here is automatically set up inside Stripe for you, so you do not have to go into Stripe and build products manually. Create all your plans before moving on.

This is where you decide what each price level actually gets. GoHighLevel gives you a long list of features with on/off switches for each plan. For example, your cheapest plan might have the basics switched on (contacts, calendar, simple automations) while your most expensive plan has everything switched on (including the AI tools and advanced reporting).

Why this matters, and the common mistake: this feature-gating is what makes people upgrade to higher plans, if the cheap plan already has everything, no one pays more. Go through the switches carefully for each plan. The mistake we see most often is accidentally leaving an expensive feature switched on for the cheapest plan, which means you are giving away your premium tools for the budget price.

What rebilling is: some things inside GoHighLevel cost a tiny amount each time they are used, for example, sending a text message or an email costs a fraction of a cent. GoHighLevel charges you those tiny amounts. 'Rebilling' is the feature that lets you charge your clients a little more than it costs you, and keep the difference. It is like a shop buying an item wholesale and selling it for a bit more at retail.

A concrete example: GoHighLevel might charge you about four-fifths of a cent to send a text. You set your clients' price at, say, one and a half cents per text. The roughly three-quarters-of-a-cent difference is your profit, and it adds up quickly across every message every client sends. You set these markup rates in the rebilling area of your agency settings.

Do this before clients arrive: decide your markup rates now, because changing them later affects clients who are already signed up, which is messier than setting them correctly from the start.

Remember the snapshot from Prerequisite 4, your ready-made client-account template? Now you connect it. Inside each plan's settings, there is a place to choose a snapshot from a drop-down list. Pick your tested snapshot for each plan.

What this actually does: from now on, the instant a client pays for that plan, GoHighLevel copies your snapshot into their brand-new account automatically. They log in to a complete, working system, not a blank page. If you serve different industries, you can attach a different snapshot to different plans, for example a 'dentist' template on one plan and a 'gym' template on another. If you have just one template, attach the same one to every plan.

GoHighLevel automatically creates a ready-made web page where prospects see your plans and enter their card to subscribe, you do not have to build it from scratch. Find it in the SaaS settings (often labelled Sign-Up Page) and customise the wording: the page title, the description under each plan, and any promotional text. Confirm your logo and brand colours are showing (those come from your white-label settings).

The one thing to save from this step: the web address (URL) of this sign-up page. This link is what you put on your website, share in emails, and use in ads. When someone visits it, picks a plan, and pays, every other step you have set up fires automatically. This link is, quite literally, your storefront.

Your platform will automatically send emails to clients, welcome messages, password resets, billing receipts. By default these could go out looking like they come from GoHighLevel, which instantly gives away the secret. You want them coming from your brand.

What is involved, in plain terms: in your agency email settings, you set your own sending address (like hello@youragency.com) and confirm it is 'verified'. Verification is done using three small technical settings with the initials SPF, DKIM, and DMARC. You do not need to understand the acronyms, all three are simply the email world's way of proving you are the real owner of that address, so your emails do not get flagged as spam. Your domain provider or a quick support request handles adding them. GoHighLevel shows a green check or 'verified' status once they are in place correctly.

Why not skip it: a client who gets a billing receipt from a gohighlevel.com address instead of yours immediately realises the software is not really yours, which undermines everything else you have set up.

The problem this solves: SaaS Mode automatically switches a client ON when they pay, but it does NOT automatically switch them OFF when they cancel or their card stops working. Without a switch-off, a client who cancels keeps full access to your platform for free, indefinitely. That is both lost money and a data-security issue.

What you build, in plain terms: you create a small automatic rule (GoHighLevel calls these 'workflows') that listens for a signal from Stripe saying 'this client cancelled', and then shuts off that client's access. That signal from Stripe is called a 'webhook', which is just a fancy word for an automatic notification one system sends another when something happens. So the plain-English version is: 'when Stripe says a client cancelled, wait 24 hours, then switch their account off, and alert me.'

How to set it up: in the automation/workflow area, create a new workflow, set its trigger to the Stripe cancellation event, and set its action to suspend the client's sub-account (with a short delay and a notification to yourself if you like). Then test it by cancelling a test subscription and confirming the account actually switches off.

Before a single real prospect sees your sign-up link, you buy your own product once, as a test. Create a temporary cheap plan or use a $1 test amount, go to your sign-up page in a private browser window, pick the plan, and pay with a real card (you can refund yourself after).

Then confirm all six of these actually happened:

• A brand-new client account was created automatically.
• Your snapshot template was copied into it (the account is not blank).
• The welcome email arrived, and it came from your brand, not GoHighLevel.
• The right features are switched on for the plan you bought.
• The payment shows up in your Stripe dashboard.
• When you then cancel the test subscription, your Step 9 switch-off actually turns the account off.

If any one of those six did not happen, fix it now. Finding a broken step yourself during a test costs you five minutes. Finding it because a paying client complained costs you that client.

• Your plan shows Agency Pro and the SaaS settings are visible.
• Stripe is connected in live mode and a real test payment has gone through.
• All your pricing plans are created.
• Feature switches are reviewed one by one for every plan.
• Your usage markup (rebilling) is set before any client sends messages.
• A tested snapshot is attached to every plan and confirmed to copy in on payment.
• Your sign-up page is branded and its link is saved.
• Your sending email address is verified (SPF, DKIM, DMARC all showing as done).
• Your cancellation switch-off (Step 9) is built and tested.
• Your full test purchase passed all six checks from Step 10.