We’ve launched a new feature to help you unlock more value from your accounts by identifying clients who aren’t yet on SaaS — and giving you a guided workflow to enable it instantly.
What’s New
If you're on the $497 Pro Plan and have more than 10 accounts — and at least one of them isn’t on SaaS — you’ll now see a helpful prompt on your Accounts page.
This prompt helps you:
- Spot clients not yet on SaaS
- Take immediate action with a few clicks
- Get more of your clients on automated billing and managed access
How It Works
- You’ll see a prompt on your Accounts List
- Click the CTA to open the smart SaaS onboarding flow
- We auto-suggest all accounts that aren’t on SaaS yet
- You choose: (1) Your preferred payment provider (2) A SaaS plan
- Confirm — and you’re done!
Dismissed the prompt? No problem — it’ll return in 3 days so you don’t miss the opportunity.
Labs Feature (Enabled by Default)
This feature is part of Labs, and can be turned off if needed:
Go to:
Account Settings → Labs → Smart SaaS Enablement Prompts
Why This Matters
This prompt helps you:
- Discover untapped SaaS opportunities in your account list
- Take fast, bulk actions without manual filtering
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