If you’re managing sub accounts on the Pro Plan in SaaS mode, it’s possible to shift between different SaaS plans for these accounts. When a subaccount is assigned to a specific plan, its subscription is processed through Stripe. You also have the option to enable a feature that allows your clients to manage their plan upgrades independently. However, any adjustments you need to make, such as upgrading or downgrading, will require access to Stripe. Enabling Self-Service Plan Upgrades for Clients As an agency, you can give your SaaS clients the ability to modify their subscriptions directly from their billing page. This option is managed through the Agency SaaS Configurator, specifically under the Advanced Settings tab. More details can be found in the SaaS Configurator Advanced Settings documentation. Once this feature is turned on, clients can go to their subaccount’s billing section, select "company billing," and view their subscription plan at the top left. From there, they can click "Click Here to modify your subscription" and choose a higher-tier plan available in your configurator. After selecting a new plan, they will receive a confirmation message and have the option to choose between monthly or annual billing. Upon clicking "Confirm & Pay," they’ll be charged, and their account will be updated to reflect the new plan’s features. How Agency Admins Can Adjust Plans via CRM Agency administrators have similar abilities to modify their clients' subscriptions. By accessing the client’s subaccount, you can click "Click Here to modify your client’s subscription" and follow the same steps as clients would. This method is available for both upgrades and cancellations, provided the appropriate setting is enabled in the Advanced Settings tab of the SaaS Configurator. Changing SaaS Plans via Stripe If the self-upgrade feature isn’t enabled, or you need to downgrade a client’s subscription, this must be done through Stripe. For instance, if you have three plans—Standard, Professional, and Premium—each with progressively more features, the upgrade process is handled differently. For example, a location on the Standard plan with basic features would need to be updated through Stripe to transition to a higher plan. Finding and Modifying a Customer in Stripe To make changes, locate the client in Stripe by searching with their email or, preferably, by using their invoice ID. This can be found in the Subaccount Settings > Company Billing section by viewing an invoice in the billing history. Copy the invoice number and use it to search within Stripe. Open the invoice and click the customer’s email in the "Billed to" column to access their profile. Updating the Subscription Now that you’re in the client’s profile, click the pencil icon to edit their subscription plan. Remove the current plan’s pricing and input the new plan details. Review your changes, choose to prorate them if necessary, and then click "Update." Finally, go back to your agency’s account, navigate to the Accounts tab > View details for the location, and update their accessible features based on the new plan. Once these changes are saved, the upgrade process is complete!