# Convert Existing Sub-Account to SaaS Mode Subscription Plan > Learn how to attach a SaaS subscription to existing sub-accounts in GHL Customer Care. Step-by-step guide for Stripe-linked clients with FAQs and troubleshooting tips. - Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/convert-existing-sub-account-to-saas-mode-subscription-plan - Section: SaaS Configurator / Saas Mode - Reading time: 3 min - Images: 7, each explained below - Modified on Wed, 2 Sep at 9:59 AM --- This help article provides a guide on how to attach a SaaS mode subscription to an existing sub-account in GHL Customer Care.  --- **TABLE OF CONTENTS** - [How to Convert an Existing Sub-Account To SaaS Mode](#how-to-convert-an-existing-sub-account-to-saas-mode)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#related-articles) --- # **How to Convert an Existing Sub-Account To SaaS Mode** 1. In your Agency account, navigate to the **Sub-Accounts** tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the **three-dots** icon on the lower right corner of the listing. 3. Select **S****witch To SaaS** ![Step 3 of 9: Select S witch To SaaS](https://jumpshare.com/share/hGnHgYlDeA5VA5hHT16H+/Screen+Shot+2026-02-03+at+12.41.30+AM.png) **Step 3 of 9: Select S witch To SaaS** This screenshot accompanies step 3 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you select S witch To SaaS. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. - What to choose: Select S witch To SaaS - Controls: S, witch To SaaS, Sub-Accounts, three-dots, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly, copy, send, it - Next: If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. Full procedure: 1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. 3. Select S witch To SaaS <- this image 4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. 5. Click on Proceed. 6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. 7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 8. Select a plan and click on Continue. 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. 4. If **Customer Does Not Exist Yet in Stripe**, select the **Create New Customer in Stripe** option. Send the customer the link via **SMS**, **Email** or **directly** **copy** and **send** **it** **to** **them**. Then ask your client to upload their card on the link. 5. Click on **Proceed**. ![Step 5 of 9: Click on Proceed](https://jumpshare.com/share/iRDjEPxOgkxdr21r77MA+/Screen+Shot+2026-02-03+at+12.51.01+AM.png) **Step 5 of 9: Click on Proceed** This screenshot accompanies step 5 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you click on Proceed. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. - What to click: Click on Proceed. - Controls: Proceed, Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly, copy, send - Next: If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. Full procedure: 1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. 3. Select S witch To SaaS 4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. 5. Click on Proceed. <- this image 6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. 7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 8. Select a plan and click on Continue. 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. 6. If **Customer Already Exists in Stripe**, select the **Link Existing Customer in Stripe** option, **search** and **select** the **customer**, hit **Proceed**. ![Step 6 of 9: If Customer Already Exists in Stripe, select the Link Existing…](https://jumpshare.com/share/yvJrCkwMQQoAhX7UCxej+/Screen+Shot+2026-02-03+at+12.59.12+AM.png) **Step 6 of 9: If Customer Already Exists in Stripe, select the Link Existing…** This screenshot accompanies step 6 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you if Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. The next step is to after clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. - What to choose: If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. - Controls: Customer Already Exists in Stripe, Link Existing Customer in Stripe, search, select, customer, Proceed, Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe - Next: After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. Full procedure: 1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. 3. Select S witch To SaaS 4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. 5. Click on Proceed. 6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. <- this image 7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 8. Select a plan and click on Continue. 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. 7. After clicking on **Proceed** for both the above options, you will be prompted to **choose which plan from your SaaS Configurator you'd like to move that client to**. **Important:** A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the **Select Subscription Plan** modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. - Click on the **Show Full Details** option above the select Plan button. ![Step 1 of 2: Click on the Show Full Details option above the select Plan button](https://jumpshare.com/share/7v1siL0HSgt6gnu9u2W9+/Screenshot+2025-11-21+at+1.54.11%E2%80%AFPM.png) **Step 1 of 2: Click on the Show Full Details option above the select Plan button** This screenshot accompanies step 1 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you click on the Show Full Details option above the select Plan button. The next step is to you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - What to choose: Click on the Show Full Details option above the select Plan button. - Controls: Show Full Details, Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly, copy, send - Next: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Full procedure: 1. Click on the Show Full Details option above the select Plan button. <- this image 2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - **You** **can** **review****:** Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. ![Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan…](https://jumpshare.com/share/rbz3LnVy8nRbmHFpEwF1+/Screenshot+2025-11-21+at+1.55.15%E2%80%AFPM.png) **Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan…** This screenshot accompanies step 2 of 2 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - What this covers: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - Controls: You, can, review, Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly Full procedure: 1. Click on the Show Full Details option above the select Plan button. 2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. <- this image 8. **Select a plan** and click on **Continue**. ![Step 8 of 9: Select a plan and click on Continue](https://jumpshare.com/share/baD1dldAsCjUeBgfdr0C+/Screen+Shot+2026-02-03+at+1.06.00+AM.png) **Step 8 of 9: Select a plan and click on Continue** This screenshot accompanies step 8 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you select a plan and click on Continue. For context, this section explains: In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. Select S witch To SaaS If Customer Does Not Exist Yet in Stripe, select the Create New Customer…. The next step is to if a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. - What to choose: Select a plan and click on Continue. - Controls: Select a plan, Continue, Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly, copy - Next: If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. Full procedure: 1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. 3. Select S witch To SaaS 4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. 5. Click on Proceed. 6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. 7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 8. Select a plan and click on Continue. <- this image 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. ![Step 9 of 9: If a payment method is not available when the plan is assigned, the…](https://jumpshare.com/share/8ksVfUlrQWbFtqnc8ZYu+/Screen+Shot+2026-02-03+at+1.11.13+AM.png) **Step 9 of 9: If a payment method is not available when the plan is assigned, the…** This screenshot accompanies step 9 of 9 in the "How to Convert an Existing Sub-Account To SaaS Mode" section of "Convert Existing Sub-Account to SaaS Mode Subscription Plan". At this point in the walkthrough you if a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. - What this covers: If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. - Controls: Sub-Accounts, three-dots, S, witch To SaaS, Customer Does Not Exist Yet in Stripe, Create New Customer in Stripe, SMS, Email, directly, copy, send, it Full procedure: 1. In your Agency account, navigate to the Sub-Accounts tab on the main navigation bar. 2. Scroll to the sub-account you want to convert, select the three-dots icon on the lower right corner of the listing. 3. Select S witch To SaaS 4. If Customer Does Not Exist Yet in Stripe, select the Create New Customer in Stripe option. Send the customer the link via SMS, Email or directly copy and send it to them. Then ask your client to upload their card on the link. 5. Click on Proceed. 6. If Customer Already Exists in Stripe, select the Link Existing Customer in Stripe option, search and select the customer, hit Proceed. 7. After clicking on Proceed for both the above options, you will be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the Select Subscription Plan modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 8. Select a plan and click on Continue. 9. If a payment method is not available when the plan is assigned, the selected plan remains On Hold. When the client reaches the lockout screen: If no card is on file, the client can add one and attempt payment. If a card is already on file, GHL Customer Care displays the saved card and lets the client proceed to payment without adding another card. After successful payment, GHL Customer Care automatically unlocks the sub-account. <- this image --- ## **Frequently Asked Questions** **Q: What should I do if the “Share Link” option is not working or is unavailable?** If the “Share Link” option is not working, first ensure that your browser or network settings are not blocking the pop-up or the link itself. Try using a different browser or clearing your browser’s cache. If the issue persists, check if there are any restrictions or permissions set within your GHL Customer Care account that might be affecting this functionality. You can also contact GHL Customer Care support for further assistance. **Q: Can I switch an existing sub-account to SaaS mode if it has pending invoices or unpaid balances?** Yes, you can switch an existing sub-account to SaaS mode even if there are pending invoices or unpaid balances. However, it’s generally good practice to resolve any outstanding balances to avoid complications with billing and account management. Ensure that all financial matters are up-to-date to ensure a smooth transition. **Q: How can I track the status of the SaaS Mode conversion process for my sub-accounts?** To track the status of the SaaS Mode conversion, you can monitor the sub-account’s status within your GHL Customer Care dashboard. Look for updates or notifications related to the conversion process. If you do not see any changes or updates, verify that the process was completed successfully. You may also need to check your Stripe account to confirm that the subscription has been created and is active. For detailed tracking, consider reaching out to GHL Customer Care support if you encounter any issues. **Q: Can I attach a plan to a sub-account that was created before I enabled SaaS Mode?** Yes, but you'll need to manually assign the SaaS plan using the steps in this article. Legacy accounts won’t be automatically converted unless you assign a plan. **Q: Will a sub-account lose access to features not included in the SaaS plan tier when it switches to SaaS Mode?** Yes. When a sub-account is moved to SaaS Mode and a specific plan tier is assigned (e.g., Starter, Professional, or Premium), it will only have access to the features enabled in that tier. Any features previously available that are not included in the selected plan will be disabled automatically. To retain those features, make sure they are included in the plan assigned through the SaaS Configurator. --- ### **Related Articles** - SaaS Mode - Full Setup Guide + FAQ - [Activate SaaS Mode, Request Payment, and Configure Phone Rebilling](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/activate-saas-mode-request-payment-and-configure-phone-rebilling) - Guide to SaaS Plan Creation, Sales, and Customer Onboarding - Upgrading and Cancelling SaaS Plans for Clients - [How to Upgrade / Downgrade SaaS Plan for a Location](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-upgrade-saas-plan-for-a-location) - SaaS Configurator Onboarding --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com