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SMS & Phone

How to Activate SaaS Mode and Set Up Twilio Rebilling in GoHighLevel

By Marnix Geerkens. Published 2021-03-12. Updated 2026-06-02.

SaaS Mode in GoHighLevel lets you bill clients for their Twilio usage at a markup you control, turning phone and SMS costs into a profit center. You activate it per sub-account from the Agency Accounts tab, collect a credit card from the client, and then set your margin. GoHighLevel handles the billing automatically as credits are consumed.

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Summary. Activating SaaS Mode for a GoHighLevel sub-account requires being on the Agency Pro plan with a connected Stripe account. Once those are in place, you switch a sub-account to SaaS Mode from the Agency dashboard, collect the client's credit card through a share link or direct Stripe lookup, and then set a profit margin on Twilio usage. The client's card is charged automatically whenever their credit balance drops below their configured threshold.

What you will learn

  • Understand the prerequisites for SaaS Mode activation
  • Switch a sub-account to SaaS Mode from the Agency dashboard
  • Get a client's credit card into their sub-account using a share link, email, SMS, or Stripe
  • Understand how the client's billing threshold and auto-recharge work
  • Set your profit margin on Twilio usage with the resell slider

Steps

  1. Confirm prerequisites are met

    You need to be on the Agency Pro plan, have a Stripe account connected to your GoHighLevel agency dashboard, and the sub-account must have at least one location admin user. If the location has no admin, you will be prompted to add one before SaaS Mode can activate.

  2. Switch the sub-account to SaaS Mode

    In your Agency account, go to the Accounts tab. Find the client sub-account, click the three-dot menu, and choose Switch to SaaS. Confirm when prompted.

  3. Collect the client's credit card

    You are presented with three options: copy and send a share link the client uses to enter their card themselves, send a pre-written request via email or SMS, or if the client already exists in Stripe, search for them by name and activate directly. Choose the option that fits your relationship with the client.

  4. Client configures their billing threshold

    Once the client's card is on file, they can log in to their sub-account and go to the Company Billing tab. There they set the credit threshold and the auto-recharge amount. For example, recharge ten dollars whenever the balance drops below ten dollars.

  5. Enable Twilio resell settings

    Back in your Agency account, go to Accounts, click View Details for the sub-account, and scroll down to confirm SaaS Mode is active. Then enable Twilio Resell Settings.

  6. Set your profit margin

    Move the profit margin slider to your desired markup. A 100% markup means the client is billed twice the raw Twilio rate for each message or call, with the difference going to your Stripe account.

Tips

  • Twilio charges can take up to 24 hours to settle, so balances update with a slight delay.
  • Phone and SMS rates outside the US differ from domestic rates. Check current Twilio pricing before setting your margin.
  • The initial charge to the client's card when it is first added gives them a starting credit balance to work from.

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Frequently asked questions

What plan do I need to activate SaaS Mode?

The Agency Pro plan is required. SaaS Mode is not available on lower-tier plans.

Do I need a Stripe account?

Yes. Connect your Stripe account to the Agency dashboard before activating SaaS Mode.

What happens when a client's credit balance runs out?

Their card is automatically charged the recharge amount they configured, and the balance is topped up.

Where does the profit from the markup go?

It goes directly into your connected Stripe account.

Can I change the profit margin after activation?

Yes. Return to the sub-account details in the Agency dashboard and adjust the slider anytime.

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