Smart Prompts to Help You Identify and Convert Potential SaaS Clients

We’ve launched a new feature to help you unlock more value from your sub-accounts by identifying clients who aren’t yet on SaaS — and giving you a guided workflow to enable it instantly.
🚀 What’s New
If you're on the $497 Pro Plan and have more than 10 sub-accounts — and at least one of them isn’t on SaaS — you’ll now see a helpful prompt on your Sub-Accounts page.
This prompt helps you:
Spot clients not yet on SaaS
Take immediate action with a few clicks
Get more of your clients on automated billing and managed access
✅ How It Works
You’ll see a prompt on your Sub-Accounts List
Click the CTA to open the smart SaaS onboarding flow
We auto-suggest all accounts that aren’t on SaaS yet
You choose: (1) Your preferred payment provider (2) A SaaS plan
Confirm — and you’re done!
⏱️ Dismissed the prompt? No problem — it’ll return in 3 days so you don’t miss the opportunity.
🧪 Labs Feature (Enabled by Default)
This feature is part of Labs, and can be turned off if needed:
Go to:
Agency Settings → Labs → Smart SaaS Enablement Prompts
💡 Why This Matters
This prompt helps you:
Discover untapped SaaS opportunities in your sub-account list
Take fast, bulk actions without manual filtering