SaaS Mode

To reconcile the Lead Connector costs to the Agency to what is being rebilled (set by the Rebilling Settings Category Multipliers) to the sub-accounts, today it takes two reports and tons of data fixing because of bugs and inconsistencies in the reporting. Setting the bugs and inconsistencies aside (see below), adding a few more columns to the ADTR relating to the Sub-account Detailed Transaction Report (SDTR) would be a quick fix, so just the ADTR could be used. Sub-Account Data – Must have fields from the SDTR: 1. Amount 2. Rebill Settings Category (currently, it’s loosely in the description. It is needed by itself) Example data: a. Phone System Resell Settings b. LC - Premium Triggers & Actions c. LC Email Verification d. Funnel AI e. Etc. 3. Rebill Settings Category Multiplier - adding Amount in the report, we could calculate this value by “amount/originalAmount”, but having the actual multiplier used in the transaction would be preferred. Nice to have, but not needed to reconcile the data - it would be a complete combination of the ADTR and the SDTR: Sub-Account Data: • walletCredits • totalBalance • balance • creditsUsed • discountAmount Bugs and Inconsistencies 1. The “originalAmount” column has positive and negative numbers. They should all be negative. 2. Every transaction needs a ref: {ID} in the description. The “description” column is a key to the corresponding re-billing transaction in the SDRT. It uses ref: {ID} to create a unique key. However, many transactions are missing the ref: {ID}.

Currently, GHL sends us a receipt every time there's an automated recharge for messaging credits. It would be great if our sub-account receives a receipt everytime they get charged too, just like how they get a receipt for their monthly subscriptions. They should get a receipt for wallet recharges.

It would be great to be able to have the Company Name as the Location name since it currently uses a person's name and my team doesn't always know which company an account is associated with.

Please provide a way to turn off the re-billing options for text messages, emails, etc... but be able to keep the SaaS portion of keeping automatic account creations and subscriptions for new and existing accounts. We are being charged up to $600+ per day by GHL for re-billing but we never collect that much from our clients. We should be able to either turn that rebilling feature off which is separate from SaaS sub-account creations and monthly subscription billing or have GHL charge the customer directly and then send the agency the difference. This way if it isn't collected from the sub-account, the agency isn't being cannibalized while GHL makes all the money.

I think it would be great to offer specials/coupons for Saas plans in order to attract more users. I do believe this is something High Level is currently working on, but I'm not sure.

I recently had a SaaS client cancel their sub-account subscription - this all worked fine and rendered their account inaccessible. However, what neither of us realised was that they would continue to be billed for WhatsApp and other add-ons they had purchased. Since they had cancelled their sub-account, they could no longer log in to cancel their add-ons without restarting their subscription. Instead, I had to cancel everything on their behalf from my agency level. It would be intuitive that if someone cancels their sub-account subscription, it cuts off all other add-on payments.

Would be great to enable (or disable) new features for certain plans and add a toggle based on plan to new features in HighLevel. Example for 3 tier plan (Basic, Standard, Premium): If there were a way to toggle automatic access to new features for Basic and above, Standard and above, or Premium signups only. Current Painpoint/ Workaround: Each time HL releases a new feature, we have to manually update 100's of subaccounts.

Lets use my case in this senario. I have two plans, £90 and £290. Both have 14 days free trials. And the higher plan has more features. Today: The features provided in the free trial is based on the plan which is chosen. Enhancement: I would like to give my £90 customer access to the features in the highest plan available in the categories during the free trail. When the free trial is done, they lose access to the features from the higher plans. Please make this a toggle setting under Categories settings.

We’re requesting a feature that lets our admin and support teams view client accounts without having the ability to make changes. This will help them understand how clients are using our system and provide more proactive support while keeping account security intact. The goal is to enable certain team members to see important information in client accounts—like contact lists, workflows, message status, and integrations—without the risk of altering any settings or data. This visibility would allow our support team to catch issues early, such as incomplete SMS setups, and guide clients through solutions to improve their experience and retention. To make this effective, agency owners would need a simple way to assign view-only access to specific team members. By limiting access for non-technical staff, we can avoid accidental changes while still giving the team the insights they need to assist clients effectively. We recently faced an issue where an admin unintentionally made changes, which highlights the importance of view-only permissions. This feature would improve client support and reduce risk, allowing our team to handle accounts more securely and efficiently. Also if this granular permission allows us to remove certain parts of the software from agency users, such as them not being able to see contact data, or even workflows, pipeline, etc. Right Now we can enable "View & Manage" or disable it. I would like to be able to enable "View" only.