Hey, guys, what's up?
It's Christine Seale de HighLevel queen,
and today I have an exciting new video for you at SaaS.
Moad has now arrived in HighLevel,
so I'm going to talk a little bit about how to enable SaaS mode,
why you should enable SaaS mode and what is included with that.
So let's get started.
First, let's talk a little bit about what Sassaman means,
SaaS stands for software as a service, and the latest new craze is creating your
own white labeled SaaS platform so that you can charge your clients monthly,
a monthly fee for accessing it and all or part of its features.
Now, HighLevel actually has had this
feature built in from the start, but just recently they have released
the official SaaS mode to agency pro plan users and SaaS Mode V1 includes
the ability to create a wallet for your client to put their credit card in so
that you can recharge them for Twilio and rebuild them for Twilio.
That's been a main concern and sticking point for a lot of agency owners because
Twilio charges, as we know, can get quite expensive depending on usage.
So now I'm going to show you guys how
to connect SaaS mode and kind of go through the ins and outs and little
caveats, if you will, of the features so far.
So if you go to your accounts,
you will be able to see that there is a little SaaS button,
a little sticker, and it's they're all going to be turned off, OK?
Now, again, you have to be on the inside
plan, which as of this video is for ninety seven per month.
And if you sign up for a year, you can get two months free.
So that's kind of cool. All right.
Now what you're going to want to do is
you're going to want to make sure that you have a client that you want to turn on
Twilio Riebling for, first of all, OK,
and then you're also going to want to connect Stripe in your agency settings.
So I'm going to go ahead and show you how to do that right now,
because you won't have this enabled if you haven't done it yet.
So go into settings in your agency account.
Click on stripe integration.
And you'll be able to connect your straight account right here.
It's going to ask you to log in and then
you can choose the right account inside of that stripe account.
So step one, you want to connect your stripe integration.
Now, step two, you again want to pick
a client that you actually want to bill for this.
And we are going to click on a few details
and then there's going to be a button here.
OK, I'm going to take you through a new
account just to show you kind of how to set everything up.
There is a little button here called SaaS Mode Enable.
You're going to want to turn that on.
And then you're going to have to have
a location admin, so if you don't have a location, I mean,
you need to go into team settings in that account.
So go to settings.
And click on.
Team management and make sure you have
an admin here, you may need to add an employee here.
So I'm going to go ahead and do that now.
So now I'm going to click enable again
and here are the options to request your client's payment details.
Now, the first is going to be you can just create an email and pop this link into it.
Now, obviously, you're going to want to include some kind
of instructions here, and I will let you know up front.
And that's not inherently obvious here.
Once your client adds their credit card,
they will be charged one dollar plus eleven dollars.
Now, there's two charges.
Again, one dollar eleven dollars, twelve dollars total.
And the eleven dollars is going to go into their wallet.
Now, according to Sean, the wallet is actually going to be used
for absolutely everything in SaaS mode in the future.
And that's why that your client is going to be charged the 11 dollars to charge
to top up their wallet, because even if you have Twilio Riebling
turned off, it's still going to charge their wallet when the other card.
So just know that.
Give your client a heads up. They're going to be charged.
Eleven dollars. OK, so you can share a link here.
You can request it via email.
OK, so again, you can just if you have your user admin set, just click it there.
You can request victims and then you can already have this customer and stripe
and you can just go ahead and search for the customer in stripe.
And again, the second you click on convert
to SaaS, if you put it here, they're going to be charged.
Eleven dollars. The second your client puts in their
credit card, they're going going to also be charged.
Eleven dollars.
Once your client adds their credit card, they're going to be able to see this
company billing page here and they're going to be able to see their credit card.
They're going to be able to remove it.
They're going to be able to add a new one.
And this is the card that's going to be
charged for everything inside of SaaS mode eventually.
Right now, as of now, there's only the Twilio rebill feature available.
But in the future, you'll be able to charge everything with this wallet.
Your client will also be able to click on key details where they can see all
of the transaction history, including all the charges that come through
on Twilio and also the billing history as well.
Now, the cool thing about.
SaaS mode is you can go into.
Your client's account at the account level
of the agency level, and you can click on and able
Twilio rebel settings, a lot of people are really excited about this.
OK, so you can rebuild Twilio costs
to your clients and include a markup, which is really cool.
You can actually rebill up to one hundred percent of the Twilio cost.
And there is a slider here that basically is going to show you.
How much it's going to cost them.
OK, so right now I have it set to cost,
but if I start sliding this you can see here.
That that number stays the same, but the customer number goes up because I'm.
I have an up charge for my billing.
OK, so you can go up to 10 times the amount.
Charged to the customer, so it's going to cost you point one,
it's going to cost them point one three, which is one heck of a markup.
But you can see here making calls, receiving calls and text messages here.
It costs you point 075 here, cost one point seventy five.
And
again, you're going to change the costs incurred to your clients.
So you need to make sure by this
the HighLevel team is saying you need to give your clients a heads up
that that is what you are charging and that they should expect to see
additional charges on their bill every month.
That's how you want to run your agency.
OK, now you can run this as a profit center if you want to.
You can again enable it and start making money on Twilio right away.
And I know Twilio charges can get kind of out of control really quickly.
So keep in mind, guys, that rates are going to be different outside the US.
They're always going to be more expensive and sometimes it can take up to twenty
four hours to settle on the Twilio charges.
And I hope this helps you guys to
understand how to use SaaS mode as of now and why you should use it.
Don't forget to like and subscribe so you
don't miss any more of my videos and I'll see you guys soon.