How to Upgrade an Existing Client or Sub-Account to SaaS Mode

If you need to transition a current client or sub-account to SaaS Mode for improved functionality and billing management, follow these updated steps: Navigate to Agency Dashboard: Begin by opening the Agency Dashboard and selecting the "Accounts" section. Choose the Target Sub-Account: Scroll through your list of sub-accounts to locate and select the one you want to convert. Start the SaaS Mode Transition: On the right side of the selected sub-account, click the three-dots icon and choose "Switch To SaaS." For Clients Not Registered in Stripe: A dialog box will appear. Select "Share Link," copy the link provided, and click 'Convert to SaaS.' Instruct your client to follow the link to securely enter their payment details. For Clients Already in Stripe: In the dialog box, opt for "I already have this customer in Stripe." Search for and select the customer from your Stripe account. Proceed by selecting the suitable plan from your SaaS Configurator to complete the transition. By following these steps, you will successfully convert the sub-account to SaaS Mode, enabling enhanced feature management and billing capabilities.