Gohighlevel snapshots

If you’ve ever felt like you’re building the same marketing systems over and over for every client, you’re not alone—and you’re not wrong. The truth is, most agencies waste hours (if not days) rebuilding the same automations, funnels, and templates. Enter GoHighLevel Snapshots, a game-changing feature that lets you replicate entire business systems in minutes.

Whether you’re a solo consultant or managing a team of marketers, Snapshots can completely transform the way you onboard clients, launch campaigns, and scale your business. In this guide, we’ll explore what Snapshots are, why they’re so powerful, and how you can use them to work smarter—not harder.

Quick Takeaways

GoHighLevel Snapshots are pre-built templates of workflows, funnels, calendars, and more
Perfect for agencies, freelancers, coaches, and SaaS entrepreneurs
Great for saving time, scaling operations, and creating repeatable systems
Snapshots are available on the $297 and $497/month plans
You can attach Snapshots to SaaS plans for a full white-label SaaS model

What Is a GoHighLevel Snapshot

Think of a Snapshot as your business in a box. It’s a packaged version of a sub-account that includes:

Funnels and websites
Automation workflows and triggers
Email and SMS campaigns
Calendars and appointment settings
Pipelines, tags, and custom fields
Forms, surveys, integrations

Once created, this “snapshot” can be duplicated across other accounts instantly. No more building from scratch. Just copy, paste, tweak, and launch.

Why Snapshots Matter for Your Agency

Time is the most precious resource in any business. When you spend hours repeating the same setup tasks, you’re not only wasting time but losing money. Snapshots eliminate that by allowing you to reuse your most effective setups.

Benefits of Using Snapshots

Speed up client onboarding – Launch new clients in minutes, not days.
Ensure consistency – Deliver the same proven systems every time.
Avoid human error – Fewer manual tasks = fewer mistakes.
Boost profitability – Save time, scale faster, and take on more clients.

Whether you’re onboarding a real estate agent, gym owner, or dental practice, Snapshots give you the power to deliver a turnkey system fast—with the confidence that it works.

How to Create GoHighLevel Snapshots

Creating a Snapshot in GoHighLevel is a game-changer for agencies and SaaS owners who want to save time, standardize operations, and scale efficiently. Below is a step-by-step tutorial that shows you exactly how to do it—the right way.

1. Log in to Your Agency View

Make sure you’re logged into your GoHighLevel account with Agency Admin access. Snapshots are managed from the Agency View, not from individual sub-accounts.

2. Open Account Snapshots

In the left-hand navigation menu, scroll down and click on Account Snapshots. This will bring you to the central hub for managing, creating, and updating your Snapshots.

3. Click Create New Snapshot

In the upper-right corner, click the blue + Create New Snapshot button.

4. Name Your Snapshot and Choose a Source

Snapshot Name: Give your Snapshot a clear, meaningful name (e.g., “Dental Practice Funnel v3” or “Real Estate Lead Engine”).
Sub-Account: From the dropdown, select the sub-account that contains the templates, workflows, and systems you want to clone.

Click the blue Next button to continue.

5. Select Which Assets to Include

You’ll now be asked to choose which elements you want to include in your Snapshot.

✅ Option 1: Include All Assets

If you want to replicate everything in the sub-account:

Click the checkbox labeled Select All at the top.
This will include funnels, workflows, calendars, emails, forms, tags, pipelines, and more.

🔧 Option 2: Select Specific Assets

To include only certain parts:

Expand each category by clicking the plus (+) icon.
Select individual items (like a single funnel, one pipeline, or a few workflows).
Repeat this for every category you want to customize.

💡 Tip: This is useful if you want a lean Snapshot for a specific use case or to reduce clutter in new client accounts.

6. Finalize and Create

After selecting your assets, scroll down and click the blue Proceed button in the bottom-right corner. GoHighLevel will now compile your selections into a ready-to-use snapshot.

You’ll receive a confirmation message once it’s completed, and the Snapshot will appear under My Snapshots for future use.

Real-Life Snapshot Use Cases

Snapshots aren’t just a “nice to have.” They’re a real productivity tool. Here are some real-world examples of how agencies use Snapshots every day.

Real Estate Snapshot

Lead funnel with home valuation form
Follow-up SMS and email sequence
Booking calendar for buyer consultations
Pipeline to track leads from interest to sale

Fitness Coach Snapshot

5-Day Challenge funnel with email drip
Calendars for 1:1 coaching sessions
Automated check-ins via SMS
Upsell funnel for premium packages

Local Service Business Snapshot

Funnel with service quote form
Reputation management workflow
Appointment booking integration
Review request emails and SMS

Once you’ve created a Snapshot for a niche, you can replicate it for future clients instantly—creating repeatable revenue streams.

Pricing for GoHighLevel Snapshots

Plan	Price (Monthly)	Snapshot Access
Starter	$97	❌ Limited (only basic Custom Object access)
Agency Unlimited	$297	✅ Full Snapshot features
Agency Pro (SaaS)	$497	✅ Plus SaaS Mode (attach to pricing plans)

				
					✅ Snapshots are fully available starting from the $297 plan.
❌ The $97 plan does not include full Snapshot functionality.

Using Snapshots with SaaS Mode

If you’re on the $497/month Agency Pro plan, you unlock SaaS Mode. This allows you to attach Snapshots to subscription plans. So when a client signs up for your service, their account automatically populates with your Snapshot.

Example

Let’s say you run “Marketing Kit Pro” and offer three SaaS tiers. You could attach Snapshots like this:

Starter Plan → Basic lead gen funnel + email follow-ups
Growth Plan → Add calendars + SMS automation
Pro Plan → Full CRM, workflow automations, and reporting dashboards

This way, your clients start with the tools they need without you having to manually set anything up. It’s a true “done-for-you” experience.

How to Share Snapshots

Snapshots can also be exported and shared with others—perfect for selling templates or collaborating with freelancers.

Steps to Share a Snapshot:

Open the Snapshot in your agency dashboard
Click Export
Copy the generated code
Share it via email or paste it into another HighLevel account

Recipients simply import the code, and voilà—they get your full system.

Frequently Asked Questions

What gets transferred in a GoHighLevel Snapshot?

Snapshots include pre-built campaigns, workflows, funnels, landing pages, CRM configurations, tags, custom fields, appointment settings, and more. However, certain elements like domain settings, user accounts, and third-party integrations are not included.

What is a GoHighLevel Snapshot?

A GoHighLevel Snapshot is a comprehensive template that includes pre-configured settings, campaigns, workflows, and more, allowing you to quickly set up new sub-accounts with everything you need already in place.

How do I create a GoHighLevel Snapshot?

To create a Snapshot, navigate to the “Settings” menu from the Agency View, select “Account Snapshot,” click “Create New Snapshot,” name it, choose the base account, and save it. Once done, you can share it using the provided URL.

Is it simple to set up and utilize GoHighLevel?

Yes, GoHighLevel is user-friendly with intuitive interfaces for managing workflows, campaigns, and pipelines. It also provides onboarding resources and support to help you get started quickly, even if you’re new to CRM systems.

Does GoHighLevel offer integrations with other tools?

Yes, GoHighLevel integrates with many popular platforms and tools, such as Google Calendar, payment processors, email marketing services, and more. This allows you to sync data across your existing tools and streamline your operations without needing to switch to entirely new software.