🔹 Agency, SaaS and White-Label Tools - Top 10 FAQ & Pro Tips

TLDR:
The Agency, SaaS, and White-Label tools in GoHighLevel transform how agencies scale. You can create sub-accounts for clients, deploy prebuilt setups (Snapshots), and sell subscriptions under your own logo. The SaaS Configurator automates billing, provisioning, and account creation. These tools eliminate manual setup work and allow you to earn passive recurring income while giving every client a branded software experience.

🧠 Top 10 FAQ - Agency, SaaS and White-Label Tools

Q1 - What is a sub-account in GoHighLevel?
A: A sub-account is a dedicated workspace for each client. It includes their CRM, funnels, automations, and reporting - all branded under your agency.

Q2 - How does white-labeling work?
A: You can replace GoHighLevel’s branding with your own logo, colors, and domain. Clients log into a platform that looks 100% like your software.

Q3 - What is a Snapshot and why is it useful?
A: A Snapshot is a saved setup (funnels, workflows, triggers, settings) you can instantly deploy into new client accounts. It saves hours per setup.

Q4 - Can I charge clients monthly for using my white-label system?
A: Yes. The SaaS Configurator lets you create and bill monthly or annual plans directly from your agency dashboard.

Q5 - How do I automate client onboarding?
A: Create a workflow that triggers when a new sub-account is added. It can send login credentials, tutorial emails, and reminders automatically.

Q6 - How do I manage billing across clients?
A: The Agency Billing Dashboard tracks all client subscriptions, payments, and plan levels. You can update pricing or disable access instantly.

Q7 - Can I offer different SaaS plans or tiers?
A: Yes. Set different features or limits for Basic, Pro, and Premium plans. Clients only access what their plan allows.

Q8 - How do I migrate an existing client into a sub-account?
A: Export their data (contacts, funnels, automations) and import into a new sub-account using your Snapshot or manual setup wizard.

Q9 - What’s the benefit of running an agency as a SaaS?
A: Predictable recurring income. Instead of one-time service fees, you earn steady monthly revenue from software subscriptions.

Q10 - How do I support clients inside my SaaS platform?
A: Use the Client Portal and automations to handle support tickets, track tasks, and provide chat or email access directly inside your branded system.

💡 Insights & Pro Tips

• Name each client sub-account clearly (e.g., “PlumbingPro - Ottawa”) to simplify management and billing.
• Update your Snapshots quarterly to keep automations and templates current.
• Use client success metrics (logins, funnel launches, campaign activity) to reduce churn and identify upsell opportunities.