WhatsApp Full Setup Guide for Agency

Modified on: Wed, 19 Feb, 2025 at 11:21 PM

TABLE OF CONTENTS

Pre-requisites for Auto-Reselling
How do I disable WhatsApp for certain clients?
How do I directly deploy WhatsApp without Stripe/Reselling to a location?
How do your Clients complete the purchase?
How does the billing work?

Pre-requisites for Auto-Reselling

Connect Your Agency Stripe Account

To resell WhatsApp, you need to connect your agency's Stripe account, which will be used to collect subscription payments from your clients.

? Follow this guide to connect Stripe: How to Connect Stripe to Your Agency Dashboard

? Don’t have Stripe? You can still deploy WhatsApp without using the auto-reselling feature. However, in this case, your agency will be directly billed instead of charging the client.

Let me know if you'd like further refinements! ?

Setting Your WhatsApp Pricing

To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer.

Personalizing WhatsApp Pricing for Specific Clients

If you want to offer a different WhatsApp rate to certain clients, follow these steps:

1️⃣ Go to the Sub-Account List → Search for the client → Click the three dots → Select Manage Clients.

2️⃣ Tap on the Reselling Section.

3️⃣ Update the WhatsApp Pricing → Click Save.

✅ Your customized pricing is now applied!

How do I disable WhatsApp for certain clients?

If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps:

Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients

Step 2: Scroll down to the reselling section -> Disable WhatsApp by toggle -> Hit Save

Please note:

This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you can not disable it from here. 
Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.

How do I directly deploy WhatsApp without Stripe/Reselling to a location?

Step 1: Access Billing Information

Navigate to Agency Settings → Billing → Subscription→ Reselling WhatsApp.

Step 2: Scroll Down > View Sub-Accounts

Click on "Show Sub-Accounts" to display a detailed list of all sub-accounts associated with WhatsApp.

How do your clients discover the Whatsaap feature?

Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp

How do your Clients complete the purchase?

Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes the payment and sets up the required subscriptions.

 Important Note: Two separate subscriptions will be created:

Step 1: Between GoHighLevel and the Agency
Step 2: Between the Agency and the Sub-Account

After completing the purchase, clients will be redirected to the WhatsApp signup page, where they can seamlessly integrate their WhatsApp account.

How does the billing work?

When your client purchases WhatsApp it creates 2 subscriptions in the System

Between your client's card & your Stripe Account so you can collect payment from your clients
Between HighLevel & your Stripe account, you pay $10/month/location to HighLevel
The monthly charge gets you free inbound and outbound messages. When the lead sends an inbound text it gives you a 24-hour window when you can text them back. The window keeps extending with every message.
If you need to do outreach or if it's been more than 24 hours you will need to use a campaign/template message which is charged. That opens the conversation up for 24 hour window which again keeps extending with every message
All the outbound template messages will be charged to the location and agency based on the Country the message is sent to and the type of Template [Marketing, Utility, Authentication and Services] used. Attached is the list for reference.

FAQ

1. What are the prerequisites for auto-reselling WhatsApp?

To enable auto-reselling, you must connect your Agency Stripe Account, which will be used to collect subscription payments from clients.

How to connect Stripe? Follow this guide to integrate Stripe with your Agency Dashboard.

If you do not have a Stripe account, you can still deploy WhatsApp manually. However, in this case, your agency will be billed directly instead of charging the client.

2. How do I set WhatsApp pricing for my agency?

To configure your agency-wide WhatsApp pricing, go to Agency Dashboard → Reselling Tab and update your pricing settings.

3. Can I set different WhatsApp pricing for specific clients?

Yes, to offer customized WhatsApp pricing for specific clients, follow these steps:

Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.

The customized pricing will now apply to the selected client.

4. How do I disable WhatsApp for certain clients?

If you do not want to offer WhatsApp to certain clients, follow these steps:

Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Scroll down to the Reselling Section, toggle WhatsApp Off, and click Save.

Note: This option is only available before a client has purchased WhatsApp. If a subscription is already active, a support ticket must be submitted for cancellation.

5. Can I deploy WhatsApp without Stripe or Auto-Reselling?

Yes, WhatsApp can be deployed manually without using Stripe.

Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Scroll down to the Reselling Section, accept the Deploy WA Directly T&C, and click Pay Now.

Important:

The WhatsApp tab will not be visible until manual deployment is completed.
No subscription will be created between the agency and the location. However, a subscription between GHL and the agency will still exist.

6. How do conversation charges work if I deploy WhatsApp manually?

If WhatsApp is deployed manually without Stripe:

Conversation charges will be deducted from the agency's wallet.
The location will not be charged for WhatsApp conversations.

7. How do I check how much I am paying to HighLevel for WhatsApp?

To review your billing details:

Go to Agency Settings → Billing → Subscription → Reselling WhatsApp.
Scroll down and click on "Show Sub-Accounts" to see all linked sub-accounts and their billing details.

8. How do clients discover the WhatsApp feature?

Clients can find the WhatsApp feature in Sub-Account → Settings → WhatsApp.

9. How do clients purchase WhatsApp?

Clients discover the WhatsApp feature.
They enter their payment details and click Confirm.
The system automatically processes paymentand sets up the required subscriptions:
- Between GoHighLevel and the Agency.
- Between the Agency and the Sub-Account.
Clients are redirected to the WhatsApp signup page to integrate their account.

10. How does WhatsApp billing work?

When a client purchases WhatsApp, two subscriptions are created:

Between the client’s card and your Stripe Account – This allows the agency to charge the client.
Between HighLevel and your Stripe Account – The agency pays $10/month per location to HighLevel.

Message Charges:

Free inbound and outbound messages within a 24-hour window (resets with each message).
If no message is sent within 24 hours, an outbound campaign/template message is required (charged per message).
Charges vary based on:
- The recipient's country.
- The type of template used (Marketing, Utility, Authentication, or Service).

Attachments (2)

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