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SaaS Mode transforms your HoopAI account into a multi-tenant platform you can resell or deploy to clients. Agency-level features let you manage multiple sub-accounts from a single agency view, white-label the platform under your brand, and use snapshots to rapidly provision new client accounts.
SaaS Mode and agency features are available on qualifying agency plans. Contact HoopAI support to enable these features for your account.

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Agency view vs. sub-account view

The platform operates on two levels:
LevelDescription
Agency viewTop-level account with access to all sub-accounts, billing, and global settings
Sub-account viewAn individual client account with its own contacts, pipelines, automations, and settings
Switch between agency view and individual sub-accounts using the account switcher in the top navigation bar.

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Sub-account management

Sub-accounts (also called locations or client accounts) are individual tenant environments that inherit your agency’s branding and configuration.

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Creating a sub-account

1

Access agency view

Ensure you are in the agency-level view. Use the account switcher to select your agency account.
2

Navigate to sub-accounts

Go to Agency Settings > Sub-accounts (or Locations).
3

Click create sub-account

Click Add Location or Create Sub-account.
4

Enter account details

Fill in the business name, address, phone number, website, and timezone for the new sub-account.
5

Apply a snapshot (optional)

Select a snapshot template to pre-populate the new account with pipelines, automations, funnels, and other configurations.
6

Save and provision

Click Save. The sub-account is created and accessible from the agency view immediately.

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Managing existing sub-accounts

From the agency view sub-accounts list you can:
  • Switch into any sub-account to manage it directly
  • Edit account details (name, address, timezone, plan)
  • Suspend or reactivate accounts
  • Delete accounts (permanent — all data is removed)
  • View usage metrics (contacts, users, messaging volume)

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SaaS configuration

SaaS mode enables you to offer the platform as a white-labeled product to your clients, complete with your own branding, pricing, and plan tiers.

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Enabling SaaS mode

  1. Go to Agency Settings > SaaS Configuration.
  2. Enable the SaaS Mode toggle.
  3. Configure your plan tiers (e.g., Starter, Professional, Enterprise) with feature limits and pricing.
  4. Connect your Stripe account to handle subscription billing for your clients.

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Plan and pricing configuration

For each plan tier, configure:
  • Plan name — the name shown to clients on the billing page
  • Price — monthly or annual pricing
  • Feature limits — contacts, users, phone numbers, emails per month, etc.
  • Included features — which platform features are enabled at each tier
Start with two or three plan tiers (e.g., Basic, Growth, Pro) and expand once you understand your clients’ usage patterns.

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Stripe integration for SaaS billing

SaaS mode uses Stripe to handle client subscription billing:
  1. Go to Agency Settings > SaaS Configuration > Payment Settings.
  2. Click Connect Stripe.
  3. Log in to your Stripe account and authorize the connection.
  4. Configure your Stripe webhook to sync subscription events back to the platform.
Once connected, client subscriptions are managed automatically — upgrades, downgrades, and cancellations update sub-account access in real time.

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White-labeling

White-labeling allows you to present the platform as your own branded product.

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Configuring white-label branding

Navigate to Agency Settings > White Label to configure:
Upload your agency or product logo. This replaces the HoopAI branding in:
  • The login screen
  • The top navigation bar
  • Email notifications sent by the platform
  • Client-facing pages and portals
Recommended: PNG format, transparent background, minimum 400px wide.
Set your primary and accent colors to match your brand. Colors apply to buttons, links, and UI highlights across the platform for your clients.
Host the platform under your own domain (e.g., app.yourbrand.com) so clients never see HoopAI-branded URLs.
  1. Go to Agency Settings > White Label > Custom Domain.
  2. Enter your app subdomain.
  3. Add the provided CNAME record to your domain’s DNS.
  4. Verify the domain.
Configure the from-name and reply-to address used in platform-generated emails (invites, notifications, billing receipts) so they appear to come from your brand.
The mobile app can be white-labeled with your brand name and icon. Contact HoopAI support to initiate the mobile app white-label setup, as this requires App Store and Google Play submission.

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Snapshot templates

Snapshots capture the full configuration of an account — including funnels, workflows, pipelines, email templates, calendars, custom fields, and more — and let you deploy that configuration instantly to new sub-accounts.

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Creating a snapshot

  1. Configure a sub-account with the assets you want to template (funnels, workflows, pipelines, etc.).
  2. Go to Agency Settings > Snapshots.
  3. Click Create Snapshot and select the sub-account to snapshot.
  4. Choose which elements to include (or include all).
  5. Name the snapshot and save.

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Applying a snapshot to a new account

When creating a new sub-account (or at any time afterward):
  1. Open the sub-account.
  2. Go to Agency Settings > Snapshots > Load Snapshot.
  3. Select the snapshot to apply.
  4. Choose which elements to import (you can deselect items you do not want to overwrite).
  5. Apply — the snapshot’s assets are deployed into the account.
Applying a snapshot to an existing account can overwrite pipelines, automations, and other settings. Review the import scope carefully before applying to a live client account.

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Snapshot use cases

  • Industry templates — pre-built snapshots for dentists, real estate agents, gyms, restaurants, etc.
  • Onboarding templates — a standard starting configuration for all new clients
  • Campaign templates — seasonal campaign setups (automations + email templates + funnels) deployed on demand

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Sharing snapshots

Snapshots can be shared with other agencies or sold through the HoopAI marketplace. Go to Agency Settings > Snapshots and click Share to generate a shareable snapshot link.

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Agency user management

Agency-level users can have access to all sub-accounts or specific ones:
  • Agency admins — full access to all sub-accounts and agency settings
  • Agency users — access to assigned sub-accounts only
  • Sub-account users — access to a single sub-account only
Manage agency users in Agency Settings > Team Members.

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Frequently asked questions

Yes. You can give clients admin access to their own sub-account without giving them access to the agency view or other client accounts.
Yes. SaaS mode connects to your own Stripe account. You keep the client relationship and payment data — HoopAI does not have access to your Stripe account or your clients’ payment methods.
When a client’s subscription ends, their sub-account can be suspended automatically (data preserved) or deleted based on your SaaS configuration. Configure this behavior in Agency Settings > SaaS Configuration > Cancellation Settings.
The number of sub-accounts depends on your agency plan tier. Contact HoopAI support for current plan limits and pricing.
Yes. Snapshots can be shared via a link or listed in the HoopAI marketplace. See the Snapshots section above for sharing options.
Last modified on March 4, 2026