← WaypointConnect

Setup guide

About five minutes, start to finish. You only do this once — after that, every new client account builds itself the moment a payment lands.

Before you start

You’ll need two things:

  • A GoHighLevel agency account. WaypointConnect connects to your existing agency to create client sub-accounts. Don’t have one yet? You can start one here — that’s an affiliate link, so we may earn a commission at no extra cost to you. GoHighLevel’s $297 Unlimited plan plus WaypointConnect automates provisioning for far less than their $497 SaaS-Mode tier.
  • A Stripe account — the one your clients already pay you through. You won’t copy any API keys; we connect with one click.
1

Create your WaypointConnect account

Sign up with your email on the home page. That gets you into your dashboard, where the rest of setup happens.

2

Connect GoHighLevel

On your dashboard, choose Connect your agency profile and authorize WaypointConnect. We store your credentials encrypted at rest (AES-256-GCM) and only ever use them to create the sub-accounts you ask for.

Tip: Sign in to your GoHighLevel agency account first, in the same browser. If you’re not already logged in, GoHighLevel may send you to its app home instead of the approval screen — if that happens, just head back to your dashboard and click Connect again.
3

Connect Stripe

Click Connect Stripe and pick the account your clients pay through. One click — no keys to copy, no webhooks to configure by hand. We set up the secure connection for you.

4

Map your plans to snapshots

This is the heart of it: tell WaypointConnect which paid plan should build which kind of account. In Snapshot Mappings, add a pairing of:

  • Stripe Price ID — the price your clients actually pay in your Stripe account (it looks like price_1A2b...). Find it in your Stripe dashboard under the product your clients buy. This is your client-facing price, not a WaypointConnect plan.
  • GoHighLevel snapshot — the template loaded into each new account. Pick from your agency’s snapshots in the dropdown.

Add one mapping per plan you sell. When someone pays for that price, they get exactly that setup.

Tip: In your Stripe Checkout, turn on billing address collection. We pass the client’s real name, email, and address straight into their new GoHighLevel account, so it arrives ready to go.
5

Subscribe to activate provisioning

Pick a WaypointConnect plan from your dashboard. Until you do, provisioning stays paused — think of it as the on-switch. The moment your subscription is active, you’re live.

That’s it — here’s what happens next

From now on, when a client pays you in Stripe, WaypointConnect catches the payment, matches it to the right snapshot, and builds their GoHighLevel sub-account automatically — usually within seconds. No Zapier, no late-night copy-paste, no you.

If a third-party API has a momentary hiccup, our self-healing retry queue catches it and tries again on its own, so a transient error never leaves a client half-set-up. You can also re-run any event yourself with a single click from the dashboard’s activity feed.

Common questions

Nothing happened when my client paid.

Check three things: your WaypointConnect subscription is active (Step 5), the exact Stripe Price ID your client paid is mapped to a snapshot (Step 4), and the payment was a completed Checkout. The activity feed on your dashboard shows every event and any error message.

Can I sell more than one plan?

Yes — add a mapping for each Stripe price, each pointing at whichever snapshot fits that tier.

Still stuck?

Email us at [email protected] — we’re happy to walk through it with you.

Ready to set yours up?

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