How to add SaaS Products to a Checkout Page?

For someone to purchase one of your SaaS Plans, you must add it to a checkout page. The Checkout page should be located in your main Agency Subaccount. When the SaaS Configurator is integrated with your checkout pages, it automates parts of your onboarding process. When a customer visits your checkout page and makes a purchase, the SaaS Configurator will automatically create the corresponding subaccount for the customer with the predefined features, pricing, trial, credits, and rebilling settings, and even load the specified snapshot. Please Note that your SaaS Plans should already be set up and ready to go, and the same stripe in your agency dashboard must be connected to your Agency Subaccount. Pro Tip - Open up two tabs on your browser. 1 with the SaaS Configurator open and 1 with your main sub-account open. This will help speed up the setup process.Add the Products to a subaccount

To initiate the process, the first step involves the addition of products to the subaccount. Follow the steps below for a clear and professional approach:

1. Start by accessing your primary agency subaccount. Navigate to the "Payments" section in the left-hand menu.

2. Once you're in the Payments section, proceed to the "Products" tab located at the top of the page.

3. In the top-right corner, you'll find the option "Import from Stripe." Click on it, and a dropdown menu will appear, displaying a list of prices. Note that SaaS prices are labeled as "AGENCY PLAN."

4. Select the Agency Price that corresponds to your requirements and, if necessary, add a setup fee. After configuring these details, finalize the process by clicking "Import Product & Price."

5. The subsequent page will present comprehensive information about the chosen price. Please note that no alterations can be made on this page. Simply click "Discard" to save the information.

6. Proceed to repeat this process for all the agency prices you intend to use for creating checkout pages. This typically involves setting up both a monthly and a yearly price for each plan, resulting in a total of six prices.

By adhering to these steps, you will efficiently add products to your subaccount and be prepared to create checkout pages for your agency's offerings.

Add the Products to Website Pages or Funnel Steps.

At this stage, it is assumed that you have already established a website featuring an order form and successfully imported your SaaS products into the subaccount. Now, the next step involves integrating these products into your website pages or funnel steps. Follow these clear and professional instructions:

1. Begin by navigating to the "Sites" section and locate the specific funnel or website that you wish to work on. Identify the page within your website structure that includes the order form.

2. For funnels, select the newly created funnel, add funnel step, then access the "Products" tab situated at the top right of the screen. In the case of websites, click the three-dot icon adjacent to the page and select "Products."

3. Once you're on the designated page, click "Add Product" located in the upper-right corner. Choose the desired product from the dropdown menu and select the associated price. Please be aware that each product typically has two prices—one for monthly and one for yearly subscription plans.

4. If needed, you have the option to customize how the product name appears on the order form to align with your branding or presentation preferences.

5. After making your selections and adjustments, click "Save." Proceed to repeat this process for each of the remaining products or subscription plans you wish to integrate.

By adhering to these professional instructions, you will effectively add your SaaS products to your website pages or funnel steps, ensuring a seamless and organized user experience for your clients or customers.