SaaS Mode: Automated Client Admin Tasks

TL;DR

SaaS Mode automates client management busywork, including setup, billing, and handling failed payments. Agencies should monitor HighLevel announcements for rollout details.

Who this affects

HighLevel has not confirmed who this affects. HighLevel has not confirmed any limits or plan gating for this feature. Agencies interested in automating client administration should pay attention to future announcements.

What changed

HighLevel announced a new feature called SaaS Mode.

SaaS Mode automates several core client administration tasks:

• Client management busywork
• Client account setup
• Client billing
• Client rebilling
• Client snapshots
• Client permissions
• Handling failed client payments
• Client cancellations

HighLevel has not confirmed the rollout status of SaaS Mode.

Where to find it

HighLevel has not confirmed where SaaS Mode will be located within the product. Based on its functionality, it is likely to appear in agency-level settings, possibly under 'Agency Settings' or a new 'SaaS Mode' menu item.

How agencies will use this

An agency could onboard a new client, configure their initial snapshot, and set up recurring billing directly within HighLevel using SaaS Mode. When the client's credit card expires, SaaS Mode would automatically manage failed payment attempts, sending dunning notices without manual intervention. If a client decides to cancel, the system could automatically process the cancellation and terminate their access, reducing manual agency workload. This automation centralizes client lifecycle management inside HighLevel.

Our take

This is a major update. The confirmed automations address significant operational overhead for agencies managing multiple client accounts. Automating tasks like client setup, billing, and payment recovery can free up substantial agency time currently spent on administrative work. The lack of confirmed details on rollout, affected users, and location means agencies cannot act yet, but this feature bears close watching for its potential impact.