What is the GoHighLevel SaaS Configurator?
The SaaS Configurator is the screen in HighLevel's Agency view where you create the plans you sell, set their prices, attach a snapshot, set trials and usage billing, and copy a sale link. When a customer pays through that link, HighLevel creates their sub-account and starts the subscription for you.
It is only available on the Agency Pro plan, $497 a month at the time of writing (see our GoHighLevel pricing guide and pricing calculator), because that is the plan HighLevel's pricing page lists with SaaS Mode. Everything below follows HighLevel's own article, Getting Started with the SaaS Configurator, modified on September 12, 2026, plus the decisions we make when we set it up for clients.
What do you need before you open the SaaS Configurator?
You need Agency Admin access, the Agency Pro plan, and a payment setup: an active Stripe account for SaaS V1, or an Agency Sub-Account with a supported payment provider connected under Payments, Integrations for SaaS V2. A tested snapshot and a written list of plans save the most time.
- Agency Admin role. The configurator is in Agency view, and HighLevel lists Agency Admin access as a prerequisite.
- Payment setup. Stripe for V1. For V2, a sub-account in your agency that will act as the billing account, with its payment provider connected.
- A snapshot per plan. Built in a source account and tested by loading it into a blank one. If you are thinking of buying one, read are GoHighLevel snapshots worth buying first. Since September 29, 2026, snapshots can also carry Company and Custom Object Smart Lists.
- Your plan sheet. Names, monthly and annual prices, what each plan includes, trial length, credits, add-ons and usage markups.
- Your white-label domain and branding. So the first login a customer sees is already yours.
Should you choose SaaS V1 or SaaS V2?
Choose V1 if you want Stripe to hold your products and handle proration on upgrades. Choose V2 if you want billing and products inside HighLevel and need a payment provider other than Stripe, and you can live without proration on tier or billing-interval changes.
| Question | SaaS V1 | SaaS V2 |
|---|---|---|
| Who is the system of record? | Stripe | An Agency Sub-Account you select |
| Which payment providers? | Stripe only | Supported providers connected to that sub-account |
| Where do products live? | In Stripe | In HighLevel |
| Monthly to annual changes? | Through Stripe | Supported through upgrades and downgrades |
| Proration? | Through Stripe | Not supported for tier changes, interval changes or both |
| Moving existing V1 subscribers? | The V1 subscription bridge does not convert V1 subscriptions to V2 and is not retroactive | |
Our rule of thumb: if you expect clients to move between tiers mid-month and you care about charging the exact difference, V1 is the safer start. If you already take payments through a non-Stripe provider in HighLevel and your plans rarely change, V2 keeps everything in one place.
How do you set up the SaaS Configurator step by step?
Connect payments, create a plan category, create each plan with its sections filled in, test the sale link with a real purchase, then publish the links on your site. HighLevel's article lists the first four steps; the test purchase is the one most agencies skip.
- Connect payments. For V1, go to Agency view, Settings, Stripe, and connect with Stripe. For V2, open SaaS Configurator, Configure, and select the Agency Sub-Account that will bill customers.
- Create a plan category. Give it a name and a currency. The category decides which plans a customer can upgrade or downgrade between, so keep related plans together.
- Create each SaaS plan. Fill in the sections described in the next part of this guide. HighLevel will not save a plan without at least one feature.
- Copy the sale link. Plans and Pricing, Copy Sale Link. For V1 you can also import the Stripe products into a funnel's order form in the selling sub-account; for V2 you select the products directly from the Agency Sub-Account.
- Run a test purchase. Buy your cheapest plan with a real card, confirm the sub-account is created, the snapshot is applied and the welcome messages arrive, then cancel and refund.
- Publish. Put the sale links or order forms on your pricing page.
What goes into each SaaS plan?
Each plan has eight sections: plan details, category, pricing, features and snapshot, add-ons, marketplace apps, trial and credits, and usage billing. Features and snapshot decide what the customer can use; usage billing decides whether you make or lose money on texts, calls, email and AI.
| Section | What it controls | Our advice |
|---|---|---|
| Plan details | Name and customer-facing information | Name plans by who they are for, such as Single Location or Multi-Location |
| Category | Upgrade and downgrade paths | One category per product line |
| Pricing | Monthly and annual prices | Offer annual only if you are ready to support a client for a year |
| Features and snapshot | What the account can access and what it is loaded with | Switch off features you do not support, so clients do not find them and ask |
| Add-ons | Optional paid extras | Use for things only some clients need, such as extra numbers or AI |
| Marketplace apps | Third-party apps included | Include only apps your snapshot depends on |
| Trial and credits | Trial length and complimentary credits | Plan the end-of-trial messages before you publish |
| Usage billing | Usage-based or per-unit charges | Set markups here; see the rebilling guide |
Usage billing deserves its own read. Our GoHighLevel rebilling guide covers phone, email, Conversation AI, Voice AI and premium workflow actions.
What happens after a customer pays?
HighLevel confirms the payment, creates or links the customer's sub-account, applies the plan's snapshot, gives the customer access and activates the subscription. From that point, your onboarding workflow decides whether the customer actually starts using the account.
The automatic part ends at access. What the customer needs next is human: a welcome message that says what to do first, a booking link for a kickoff call, A2P 10DLC registration if they will text US numbers, and a check-in a few days later. Build that as a workflow in the snapshot so it runs in every new account. HighLevel added a real-time A2P status on October 6, 2026, which your onboarding can point customers to.
What are the most common SaaS Configurator mistakes?
The common ones are picking V1 or V2 without thinking about upgrades, attaching a snapshot that was never tested in a blank account, leaving usage billing at zero, giving every plan every feature, and publishing sale links before a test purchase.
- Snapshot dependencies. A workflow that points to a user, calendar or custom value from the source account fails in new accounts. Load the snapshot into a blank sub-account and run every workflow once.
- Usage left off. The first client who runs Voice AI or a big text campaign costs you money.
- Too many features. Clients find features you never set up, then open support tickets about them. For accounts outside a plan, HighLevel added a way to turn features on or off for many sub-accounts at once on October 14, 2026.
- No category plan. Plans in separate categories cannot be moved between cleanly.
- No test purchase. Broken links and missing permissions are found by the first paying customer.
Should you set up the SaaS Configurator yourself or hire it out?
Set it up yourself if you have one plan, a simple snapshot and time to test. Agencies that are not ready for SaaS Mode can start with GoHighLevel automation for agencies. Hire it out if you have several plans, existing clients to move, AI or premium actions to rebill, or a snapshot with many workflows, because those are where errors cost real money.
Autoesta's GoHighLevel SaaS setup service covers the configurator, plans, rebilling, white-label branding, the snapshot and onboarding for $4,000 to $7,000 at the time of writing, with six months of fixes included. If you are still weighing the business model, read building a SaaS business on GoHighLevel white label first.
Questions about the GoHighLevel SaaS Configurator
Where is the SaaS Configurator in GoHighLevel?
It is in Agency view, in the left menu, on agencies with the Agency Pro plan. Sub-account users do not see it.
Can I use PayPal or another processor with GoHighLevel SaaS?
Not with SaaS V1, which uses Stripe only. SaaS V2 uses the supported payment providers connected to the Agency Sub-Account you select, so check that sub-account's Payments, Integrations list for what is available to you.
Why can't I save my SaaS plan?
The most common reason is that no feature is selected. HighLevel requires at least one feature before a plan can be saved.
Can I change a plan's price after customers subscribe?
You can create a new price or plan, but plan how existing subscribers move before you do it. On V2, tier and interval changes are not prorated, so time changes to billing dates where you can.
Does the SaaS Configurator create the sub-account automatically?
Yes. After a successful checkout, HighLevel creates or links the sub-account, applies the plan's snapshot and gives the customer access.
Sources
- HighLevel Help Center, Getting Started with the SaaS Configurator, modified September 12, 2026.
- HighLevel, Pricing, read October 6, 2026.
