How to Convert Sub-Accounts to SaaS in HighLevel
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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/48001188055-attach-saas-mode-subscription-plan-to-an-existing-client-sub-account
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Learn how to attach a SaaS mode subscription to existing sub-accounts within HighLevel. This feature helps bring in more SaaS users, making the process of onboarding easier and more efficient. Follow the step-by-step guide to converting sub-accounts into SaaS accounts, including options for adding payment details via link, email, or text.
00:00 Introduction to SaaS Mode Subscription
00:17 Converting Sub-Accounts to SaaS Accounts
00:51 Options for Adding Payment Methods
01:41 Finalizing the SaaS Conversion
02:25 Subscription Plans and Trials
03:34 Conclusion and Recommendations