Schedule a Call

Get a Highlevel Free Trial

Please install Yoast or RankMath to use breadcrumbs.

SaaS mode sub-accounts are not being created in GoHighLevel

Written by: Ryan OConnor
Last updated on June 2nd, 2023

Suppose you are experiencing a situation where creating a new account is not occurring while testing the 2-step order form connected to a SaaS Mode plan. In that case, the issue is likely due to using “Test Mode” API keys from Stripe in your account.

Please take note of the following requirements for SaaS Mode to function correctly:

The account, where you construct the sales page containing the 2-step order form linked to your SaaS Mode plans, must be integrated with the same Stripe account as the agency account.

Both the account and the company account should be integrated with live Stripe API keys. During the testing phase, utilize a genuine credit card to ensure accurate results, and if necessary, proceed with refunding the amount in Stripe.

Account Management

Mastering Snapshot Creation in High-Level CRM: A Comprehensive Guide

In the realm of High-Level CRM, the ability to create snapshots is a game-changer, offering users the flexibility to streamline their processes and enhance collaboration. Snapshots serve as templates that encompass emails, funnels, automations, and more, providing a holistic view of your workflow. In this blog post, I will walk you through the steps of creating, sharing, and installing snapshots in High-Level CRM, offering valuable insights and best practices along the way.

July 7th, 2024

Account Management

Revolutionizing Agency Models: A Journey of Innovation and Growth

Welcome to a deep dive into the dynamic world of agency models, where innovation and adaptability are key to success. Join me as we unravel the inspiring journey of the Ursel brothers, who transformed their agency through strategic shifts and cutting-edge technology. From humble beginnings to disruptive strategies, this blog explores the evolution of their business and the valuable lessons learned along the way.

Ryan OConnor

June 3rd, 2024

Account Management

Inbound Marketing and SaaS

In the ever-evolving landscape of Software as a Service (SaaS), traditional marketing tactics often fall short. With potential customers increasingly savvy and immune to interruptive marketing strategies, SaaS companies are turning to inbound marketing to not just attract leads, but to nurture them into loyal, long-term customers. In this blog post, we’ll explore the synergy […]

Ryan OConnor

October 16th, 2023

Account Management

Setting Up Two-Way Email Sync for Outlook in GoHighLevel

By utilizing 2-Way Sync for Outlook, individuals have the ability to connect their Outlook account with the CRM system, allowing for the synchronization of emails between the two platforms. When an email is initially sent from the CRM, both platforms establish a connection. As a result, all subsequent emails within the conversation will remain synchronized […]

Ryan OConnor

June 2nd, 2023

Account Management

How to link Stripe with your agency dashboard in GoHighLevel

To connect your Stripe account to your agency-level account in GoHighLevel, follow these steps:

Ryan OConnor

June 2nd, 2023

Account Management

How to offer WordPress in GoHighLevel as a reseller to your clients

Requirements Integration of Agency Stripe Account To facilitate subscription payments for WordPress hosting from your clients, you need to link your agency Stripe account to your agency. You can complete this process by referring to the following guide: How to Connect Stripe to Your Agency Dashboard. Choosing Your Plan When selecting a plan, you have […]

Ryan OConnor

June 2nd, 2023

Account Management

How to Retrieve Your Client’s Location ID in GoHighLevel

Finding Your Client’s Location ID When seeking assistance from our support teams, they may ask you for the location ID associated with the specific account experiencing an issue. The location ID is a unique identifier for each sub-account within your agency account. It enables us to pinpoint and address any troubleshooting needs quickly. To locate […]

Ryan OConnor

June 2nd, 2023

Account Management

How to Implement Yext Without Charging the Client in GoHighLevel: Step-by-Step Guide

If you want to implement Yext for your client without charging them, you can purchase Yext online listings on their behalf. To do this, follow these steps: Following these steps, you can purchase Yext online listings for your client without charging them directly. After accessing the client’s account details, scroll down until you reach the […]

Ryan OConnor

June 2nd, 2023

Account Management

How to Create a User or Admin for Managing Multiple Locations without Granting Agency Access in GoHighLevel

Step 1: Navigate to agency Settings and access agency Team management. Edit or create the desired user or admin account. Step 2: Ensure the user type is Account to prevent access to the agency view.

Ryan OConnor