What they agreed to
The offer, payment choice, responsibilities, refund terms, clickwrap acceptance, and signature.
Chargeback readiness for high-ticket client businesses
ScaleSafe
Build the proof while you deliver.
ScaleSafe keeps the agreement, payment, progress, messages, and delivery records for each client program in one place. If a chargeback happens, the evidence is already organized around the right transaction.
- Runs inside GoHighLevel
- Works with Stripe, WholePay, and Whop
- You review every defense before submission
ScaleSafe in 77 seconds
See the complete client record take shape.
Start with the short overview, then continue into the full product walkthrough below.
Open the focused video walkthroughThe complete client record
A receipt is not the whole story.
Most service disputes are decided by what can be shown clearly. ScaleSafe collects the parts of the relationship that are usually scattered across checkout pages, inboxes, calendars, course platforms, and project tools.
What they paid
Paid-in-full, installment, subscription, refund, and cancellation records connected to the program.
What you delivered
Milestones, appointments, attendance, access, resources, course activity, and other fulfillment records.
What happened next
Messages, pulse responses, client concerns, follow-up, and the ongoing history of the relationship.
How it works
The record grows with the relationship.
ScaleSafe is useful before a dispute because it helps you run a clearer client process while the program is active.
Watch the two-minute product walkthrough.
- 01
Set the agreement
Build the offer, payment plan, client responsibilities, delivery schedule, and terms before the client enrolls.
- 02
Capture the journey
Keep payment, communication, progress, and delivery records with the program they belong to.
- 03
Act on concerns
See pulse responses, failed payments, open disputes, and other items that need attention.
- 04
Prepare the response
If a chargeback happens, organize the relevant evidence around the transaction and dispute reason.
One client, many programs
Keep every purchase and promise in the right place.
Clients may buy several offers over time. ScaleSafe keeps each enrollment's price, payment status, delivery method, pulse schedule, and milestones together, so every program retains its own complete record.
- Payment progress and next billing date
- Program dates and delivery method
- Pulse cadence and client responses
- Milestones and sign-off
Earlier attention
Give the client a simple way to speak up.
Pulse check-ins ask how the client is doing, what is going well, whether they have concerns, and whether they want someone to follow up. The answer helps the merchant respond earlier and becomes part of the program record.
- Surface responses that need attention
- Preserve the client's own words
- Keep the response with the active program
If a dispute happens
Start with the transaction, then tell the story.
ScaleSafe brings the disputed payment, signed enrollment, client engagement, delivery records, and communications into a focused response. The dispute reason determines which evidence leads.
- Keeps every exhibit with the matching client program
- Builds a letter and organized exhibit list
- Flags packets that need merchant review
Payments
Use the payment structure that fits the offer.
Sell paid in full, by installment, or by subscription. Offer card and bank payment where supported, keep refunds and lifecycle changes with the program, and let funds settle through your connected provider.
Stripe
Card and ACH checkout, payment plans, subscriptions, refunds, Risk Health, and supported dispute evidence submission.
WholePay
Merchant-account processing with card and bank checkout, saved payment methods, recurring billing, refunds, and payment reconciliation.
Whop
Hosted checkout, recurring membership payments, refunds, and membership pause, resume, and cancellation.
Evidence connections
Bring delivery records in automatically.
ScaleSafe already uses GoHighLevel activity and can connect Zoom attendance. The integration catalog is expanding across course delivery, agency work, client portals, support, and other systems your business uses to fulfill.
- Merchant-owned connections
- Evidence linked to the correct client program
- Unclear activity stays out until it can be matched safely
Private beta pricing
One product. Two ways to qualify.
Both plans include the ScaleSafe client record, payment tracking, operational alerts, and defense workflow. WholePay Approved pricing is available to merchants approved for a WholePay merchant account.
Standard
$99/month
For approved merchants using their existing supported payment setup.
- Supported connected payment channels
- ScaleSafe evidence and defense workflow
- Marketplace subscription
WholePay Approved
$59/month
For merchants approved for a merchant processing account through WholePay.
- WholePay merchant processing
- The same ScaleSafe product
- Eligibility confirmed by WholePay
Custom setup may be quoted when your business needs hands-on processor, workflow, fulfillment, or integration work.
ScaleSafe private beta
Stop rebuilding the client story after the dispute arrives.
Start with a clearer agreement, a better client record, and evidence that stays with the program it belongs to.
Request beta access