This article covers a complete overview of the steps needed to create packages for sale under Packages. It also covers an example of how you can set up a payment processor complete with a way to automate license creation/cancellation to have a complete system for your offer. Watch the video below or continue reading to learn more.

Creating a package in the White Label Suite dashboard is a simple process. All you need to do is click "Packages" and then "Create Package." Next, enter the details of what you want to sell.

Next, enter a name, create a description for the package, and then decide how many monthly credits you want the package to include.

You also have the option to:

That's all there is to it! You have created a package, which will appear in your packages section.

Adding a wallet ensures that you and your clients never run out of credits while creating a fantastic experience for both of you. To set this up, visit the Packages section and locate the option "Add Balance."

From here, you will add the card you would like to be charged when you would like to purchase more credits or when an auto-top-up has been created to add more credits when your balance drops to a center amount.

Ensuring this step is completed will allow you to automatically send notifications via email to your clients once they have purchased a package from you. You will find this option on the lefthand menu under Settings and then SMTP.

While creating a new Package or editing an existing one, select "Create Package in Stripe."

Once the package has been created or edited to include its creation in Stripe, click on the Sales Page Settings.

Customize the Instant Sales Page with additional text or images or add a video.

Once you've clicked on "Save Changes" to save the edits you've made to your Instant Sales Page, ensure you click "Confirm" to generate a link to your page.

Return to the Packages section to retrieve your Sales Page link.

Now that you have created your package, you need to be able to sell it. This is where HighLevel comes in.

You can create a product for sale by going to the payment section and clicking "Products." Here, you can create a new product to match your package. You can also add an image for your product and choose a statement name, which is the name that will appear on your customers' statements.

Next, you can set the price for your product. You can choose your currency and whether it is a one-time or recurring payment. You can also choose the number of payments or leave it blank for an ongoing subscription until the customer cancels.

Congratulations! You have now created a product that is ready to be sold!

To sell your product, you must create a funnel or webpage for customers to purchase from. In HighLevel, you can do this by going to "Sites" and "Funnels." You can choose an existing funnel or create a new one.

Once you have your funnel set up, you can add your product to the funnel by going to "Products" and selecting your product from the dropdown menu. Now, you can share the URL of your funnel with potential customers and start selling your package!

After you're set up to take a payment, there's one more step left to go, and this is as easy as copying and pasting. Next, you need to set up an automation that, when that money comes, creates the license in White Label Suite.

First, create a new workflow and name it. Next, add a trigger so that when someone submits a sale, the trigger is fired, and the system is told what to do. What you want it to do is send the webhook to White Label Suite using the provided URL from the package you have created.

Next, copy/paste and assign the rest of the data to trigger the webhook when a purchase is made and/or a form is filled as shown below.

First, locate and click on the option "Cancellation" under Dynamic Packages -> Subscriptions.

Next, you will see a popup appear with the data you need to create your cancellation webhook.

Follow the same process you used to create a webhook, but instead of triggering it when a payment is made for a product or a form is filled, you're going to trigger it based on a payment failed, and the only info you will need for the webhook is the URL and an email to cancel a package.

Set the trigger for payment received and then include each filter for the product, payment status, source, and transaction type.

Next, set the action for the webhook and fill it it to ensure the info needed to be communicated to White Label Suite is properly sent.

To recap, by following all of the steps above, you should have a package created, wallet set, and SMTP configured. Followed by a way to take payments, issue licenses, and cancel them if a subscription payment fails. Don't forget, you can do all of these things manually as well if you want to add your current clients to a package or cancel a package if necessary.

💡 Tip

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