What a Snapshot Is
A snapshot is a saved copy of a sub-account's setup that can be loaded into another sub-account. It lets you build a complete system once (funnels, workflows, calendars and pipelines) and reuse it for every new client or location. HighLevel provides a snapshot library with pre-built accounts for industries such as real estate, dentists and gyms.
What Snapshots Include
| Usually included | Usually not included |
|---|---|
| Funnels and websites | Contacts and conversations |
| Workflows and automations | Phone numbers |
| Pipelines and stages | Connected accounts and integrations |
| Calendars | Payment provider connections |
| Forms, surveys and quizzes | Usage history and reporting data |
| Email and SMS templates | Domain connections |
| Custom fields, values and tags |
After loading a snapshot, expect to connect the new account's phone number, domain, calendars, payment provider and other integrations.
How to Use Snapshots
Load a Snapshot into a Sub-Account
- Choose the snapshot. Pick one from HighLevel's library, a share link you received, or your own.
- Load it. Apply it when creating a new sub-account, or push it to an existing one.
- Update business details. Update business name, logos, addresses and custom values.
- Connect services. Add the phone number, domain, calendars and payment provider.
- Test. Run every workflow with a test contact before launch.
Create Your Own Snapshot
Build a sub-account the way you want every client to start, then save it as a snapshot from the agency account. Use custom values for business details so each new client only needs to update them once.
Share a Snapshot
Snapshots can be shared with other HighLevel agency accounts through a share link, which is how third-party snapshot sellers distribute templates.
Free vs Paid Snapshots
HighLevel's own library is available inside the platform, and many independent sellers offer free and paid industry snapshots. Before loading a third-party snapshot, check what it contains, test every workflow and update any compliance text, such as consent language and privacy policy links, for your client.
Best Practices
- Build one snapshot per niche, not one for everything
- Use custom values for every business-specific detail
- Include compliant SMS consent and privacy pages (see the A2P guide)
- Keep a version history when you update a snapshot
- Document the setup steps that remain after loading
Frequently Asked Questions
What is a GoHighLevel snapshot?
A saved template of a sub-account's funnels, workflows, pipelines, calendars and settings that can be loaded into another account.
Do snapshots include contacts?
No. Snapshots copy the setup, not contact data or conversations.
Are GoHighLevel snapshots free?
HighLevel's built-in library is available in the platform, and third parties offer both free and paid snapshots.
Can I sell my own snapshots?
Snapshots can be shared through links, and many sellers distribute them this way. Check HighLevel's current terms before selling.