SaaS Mode

Order Bump & Post-Purchase Upsell Support for Recurring SaaS Products at Checkout
What we're trying to accomplish: As a SaaS Agency with multiple recurring subscription products, we need the ability to offer additional recurring products as order bumps at checkout or as one-click post-purchase upsells — without requiring a separate funnel build or manual intervention. Specific capabilities needed: Order Bump for Recurring Products at SaaS Checkout Allow a secondary recurring product to be offered as a checkbox bump directly on the SaaS product checkout page — presented before the buyer completes purchase. Currently, only one recurring product can be processed per checkout, blocking this entirely. Post-Purchase One-Click Upsell for Recurring Products After a SaaS product purchase is complete, automatically redirect the buyer to a native upsell page offering an additional recurring subscription with a single click — without requiring a custom funnel built around the SaaS checkout. Native Upsell Configuration Inside SaaS Product Settings Add an Upsell / Bump tab directly inside SaaS product settings where a secondary product can be selected, copy can be written, and redirect logic can be configured — without leaving the product builder. Multi-Recurring Product Checkout Support Enable the checkout system to process two recurring subscriptions simultaneously when a buyer selects both a primary product and a bump/upsell — billed separately but captured in a single seamless checkout experience. Skip Option on Upsell Allow the buyer to skip the upsell offer and proceed to the Thank You page without being forced to purchase the secondary product. Current workaround: Verbal pitch through Voice AI and sales team scripts during strategy calls. The checkout experience is missing the bump entirely, requiring manual follow-up to offer the add-on product post-sale. Business impact: Without native bump/upsell support for recurring SaaS products, the average order value at checkout cannot be maximized. Every missed bump requires a manual follow-up touchpoint — increasing operational overhead and reducing conversion rates on add-on products.
1
·
Enhancement
Remove Agency Level GHL Banner Ads and Pop Ups From Displaying in Sub-Accounts
I have experienced a frustrating amount of surveys, banner ads and other marketing messages being forced into our Agency level users dashboards when viewing the sub-accounts on our platform. This is just annoying at best and in our case, we are not needing any of these ads. Furthermore when we attempt to do a Zoom demo of the software or do some training with our clients, we are constantly being shown big obnoxious GHL banner ads, surveys and pop ups throughout the dashboard while trying to demo the software. I love GHL but this is just a very troubling thing and if it was something I had known was going to happen, would have seriously made me re-consider using GHL in the first place. As agency owners we are paying a great deal of extra $$ for the "white label" software, yet we have zero control over the banners, surveys, and pop ups being forced into our Agency sub-accounts. There should be a very easy "opt out of all GHL ads, pop ups and surveys inside this Agency's sub-accounts" option somewhere in our agency settings. We can check the box, hit save and no more ads in any sub-accounts. Simple! I reached out to support about this and got a "they can't be removed, you can use custom CSS to hide them" response. They don't seem to care that this is a big impediment to being able to do software demos. I should not have to create special demo Admin accounts or edit the CSS of the dashboard to be able to do a simple demo for a customer when I am already logged in as an Agency admin, just to force GHL's ads to not display in software I pay for it to not have ads and branding. So according to GHL support we as GHL Agencies, should have to pay for a "white label" solution and then be forced to have ads put into our sub-account dashboards we don't want or did not ask for? Then the solution is... you have to spend your time hunting down the CSS selectors for these ads, to then add more code to your dashboard, just to not display ads in a software we are paying for to not have ads or branding in it. It just makes no sense to me. Please make these ads, pop ups and surveys optional ASAP. Run ads in my Agency Dashboard ONLY, I don't care, but please keep ALL THINGS GHL out of my sub-account dashboards, that is not the place for ads of any kind. It is not only annoying for the reasons listed above, but it is not fair. We pay for "white label" software.
2
·
Enhancement
Lack of Automated Monthly Invoicing for Wallet Usage and Auto-Recharges
Currently, Go High Level only generates receipts for wallet top-ups (including auto-recharges), but does not provide a way to automatically generate invoices based on actual wallet usage. This creates a significant challenge for agencies using prepaid or credit-based billing models. 🔴 The problem: Clients frequently add funds to their wallet (e.g., $300–$800/month) These funds are consumed across multiple services over time The platform does not generate a consolidated invoice for the total usage Receipts are not valid accounting documents in many countries Agencies are forced to manually create invoices, which is not scalable In regions like LATAM (e.g., Colombia), clients require monthly legal invoices that reflect their total spend. Without this, agencies face compliance issues and client friction. ⚠️ Impact: Limits scalability for agencies managing multiple clients Increases manual workload significantly Creates friction with clients who need proper documentation Forces reliance on external tools or manual processes ✅ Proposed solution: Introduce an automated billing feature that enables: Generation of monthly consolidated invoices per client Based on total wallet consumption during a billing period Optional breakdown of services (subscriptions, usage, etc.) Automatic delivery via email and availability in the client portal 💡 Ideal workflow: Client adds funds (wallet / auto-recharge) Client consumes services throughout the month At the end of the billing cycle 👉 The system automatically generates one invoice with total usage 👉 The invoice is sent to the client and stored for download 🚀 Why this matters: This feature is essential for agencies operating at scale and in regions with strict accounting requirements. It would significantly improve operational efficiency, client experience, and platform adoption for international markets.
0
·
Enhancement
Load More