Customize Default SaaS Sub-Account Naming in Sparkforge

The SaaS Configurator includes a setting that controls how new SaaS sub-accounts are named when they are created during checkout. Pick Company Name to reflect the operating business, or keep the traditional Customer Name + 's Account format. Choice applies to future signups, not existing accounts.

What this setting does

It defines the default naming convention used when Sparkforge spins up a new SaaS sub-account at checkout. Agencies pick once, and every new signup follows the rule. Existing accounts are not renamed.

Where it lives: SaaS Configurator at the agency level. Available to agencies running SaaS Mode.

How to set it

1. Open SaaS Configurator → Advanced Settings → Sub-Account Onboarding.
2. Pick one option:
   • Company Name (recommended for business-forward clarity)
   • Customer Name + 's Account (useful if your team searches by buyer name)
3. Click Save.

New SaaS sub-accounts created via Sparkforge funnels and supported external checkouts will follow the selection.

The two options

Company Name

Uses the business name provided at checkout. Example: Acme Dental.

Customer Name + 's Account

Uses the buyer's personal name with 's Account appended. Example: Jane Smith's Account.

Note: if Company Name is selected but the field is empty or missing during checkout, Sparkforge falls back to Customer Name + 's Account.

External checkouts

To extend the same behavior to checkouts outside Sparkforge funnels, pass the business name as companyName in the subscription metadata.

• Send a non-empty companyName value in subscription metadata.
• Keep the SaaS Configurator on Use Company Name.
• If companyName is missing or empty, Sparkforge falls back to Customer Name + 's Account.

Example metadata payload:

{
  "subscription": {
    "metadata": {
      "companyName": "Acme Dental"
    }
  }
}

How company name is captured

Sparkforge captures the Company Name a customer enters at checkout and stores it in the subscription metadata as companyName. This applies to V2 funnels using the Payments ecosystem and SaaS V1 setups using Stripe.

Examples

• Company Name selected, business name provided → sub-account is Acme Dental.
• Company Name selected, no business name provided → falls back to Jane Smith's Account.
• Customer Name + 's Account selected → Jane Smith's Account.

Admins can update the Location's Friendly Business Name later. Changing it after creation does not retroactively change confirmations or emails already sent.