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GHL Nugget
Give New SaaS Clients a Trial Before You Start Billing
Set a trial period in your SaaS Configurator so new clients use the account free before their card gets charged.
Watch the 30-second version
Add a Free Trial Period to Any SaaS Plan
Set a trial period in your SaaS Configurator so new clients explore GoHighLevel before their card gets charged.
Watch it on its own page, with the transcript.
When you sell sub-accounts through SaaS Mode, the SaaS Configurator lets you attach a trial period to any plan before the client's Stripe subscription actually starts charging. Instead of billing on day one, you can give them a set number of free days to log in, explore their pipeline, and see the phone number and calendar working before money changes hands.
This matters because the first week is where most churn happens. A prospect who has to pay before they see value tends to cancel fast, and a support ticket from a confused new client on day two is a worse first impression than a short trial. Letting them use the tool first, then billing automatically once the trial ends, moves the sales conversation from asking for trust to showing them what they already have.
The detail to get right: the trial only delays the charge, not account access, so make sure your onboarding workflow, including welcome email, snapshot load, and first login instructions, fires immediately, not on some assumption the client already paid.
How to use it
- Go to Agency View > Settings > SaaS Configurator
- Open the plan you sell to this type of client
- Set the trial period in days under the plan's billing settings
- Confirm the Stripe price and trial length before saving
- Test with a dummy sub-account to see the trial banner and billing date
Who it helps
Agencies reselling GoHighLevel as SaaS to service business clients
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