Video Summary
If you’re running an agency and want to white-label HighLevel (my affiliate link -> I get a commission if you sign up and you get my affiliate bonuses) for your clients, the SaaS Configurator is the tool that makes it possible. Available on the $497/month plan, it allows you to create custom plans, automate provisioning, and sell your own branded version of HighLevel without touching the backend.
The process starts in the Advanced Settings, where you can control payment failures, welcome emails, two-factor authentication, and cancellation policies. You can even offer discounts at cancellation to reclaim customers.
From there, you’ll create SaaS products in your sub-accounts. Each product can include features, snapshots, and complimentary credits. You can also set rebilling rates (e.g., 1.2x) so your clients cover usage costs like SMS, AI, and email—while you earn margin. Products can have monthly or yearly price points, and you can bundle features like review management, forms, CRM, and automations.
Once products are ready, you connect them to the SaaS Configurator, set pricing, and use HighLevel’s funnels to create a checkout page. Clients sign up, pay, and instantly get access to the features you’ve configured—completely automated.
The SaaS Configurator also supports categories for organizing plans, upgrade paths, and add-ons like branded apps. With this setup, agencies can package and resell HighLevel however they want—whether as an all-in-one solution or as specialized service bundles.
Key Takeaways
- Plan Requirement: SaaS Configurator is only available on the $497/month plan.
- Advanced Settings: Control subscription suspensions, welcome emails, two-factor authentication, and cancellation policies.
- Categories: Organize SaaS products and enable upgrade paths between pricing tiers.
- Product Setup: Build SaaS products inside sub-accounts, select included features, and attach snapshots for instant automations.
- Complimentary Credits: Add monthly or one-time credits for SMS, AI, or email usage.
- Rebilling: Protect your margins by passing on usage costs with markup (e.g., 1.2x for SMS, AI, email).
- Pricing: Offer monthly and yearly plans; yearly pricing often includes two months free.
- Add-Ons: Optional extra services (e.g., branded app, WhatsApp, listings) can be resold or bundled.
- Checkout Funnels: Use HighLevel funnels to create order forms and sell your SaaS plans directly.
- Automation-Free Delivery: Once purchased, accounts are created and provisioned instantly without manual work.