How to Create a Snapshot in GoHighLevel: Step-by-Step Guide
If you’re using GoHighLevel (GHL), you’ve probably heard about Snapshots—a powerful feature that lets you duplicate entire setups and apply them to new accounts quickly. But how do you create a Snapshot in GoHighLevel?
In this guide, we’ll break it down step by step, so you can save time, scale your business, and automate your workflow like a pro!
Table of Contents
What Is a GoHighLevel Snapshot?
Before we dive into the step-by-step process, let’s quickly go over what a Snapshot is.
A GoHighLevel Snapshot is a pre-configured template that contains all the essential settings, automations, and assets needed to run a business or marketing campaign. Instead of manually setting up funnels, workflows, automations, and CRM settings from scratch for every new client, you can import a Snapshot and have everything ready in minutes.
Think of a Snapshot as a blueprint for businesses that can be saved, reused, and shared across different accounts!
Why Should You Create a GoHighLevel Snapshot?
If you run an agency, business, or marketing team, creating and using Snapshots can provide several benefits:
✅ Saves Time & Effort – No need to manually set up every new client’s account.
✅ Ensures Consistency – Deliver the same high-quality, proven system every time.
✅ Easy Scaling for Agencies – Onboard clients quickly with a repeatable process.
✅ Great for Reselling – Many marketers create and sell Snapshots as a service.
✅ Error-Free Setups – Avoid mistakes by using a tested and optimized workflow.
How to Create a Snapshot in GoHighLevel (Step-by-Step)
Now, let’s go through the exact steps to create a Snapshot in GoHighLevel.
Step 1: Log Into Your GoHighLevel Account
First, sign into your GoHighLevel Agency Dashboard. Since Snapshots are created at the agency level, you’ll need admin access to proceed.
Step 2: Select the Account to Create a Snapshot From
Once you’re logged in, go to the sub-account (location) that you want to create a Snapshot from. This should be a fully set-up account with all the necessary workflows, funnels, and settings in place.
Step 3: Navigate to the Agency Settings
- Click on the “Settings” tab from the left-hand menu.
- Look for the “Snapshots” option under Agency Settings.
- Click on “Create New Snapshot.”
Step 4: Name Your Snapshot
Give your Snapshot a descriptive name. For example:
- Real Estate Lead Generation Snapshot
- Gym Membership Automation
- Dental Clinic Marketing Funnel
Choose a name that clearly explains what the Snapshot contains so you can easily identify it later.
Step 5: Select What to Include in the Snapshot
GoHighLevel allows you to customize what elements you want to include in your Snapshot. Here are some of the key options:
✅ Funnels & Websites – Landing pages, opt-in pages, sales funnels.
✅ Workflows & Automations – Email follow-ups, SMS sequences, appointment reminders.
✅ CRM Settings – Pipelines, contact tags, and custom fields.
✅ Marketing Campaigns – Pre-written email/SMS campaigns.
✅ Forms & Surveys – Lead capture forms and surveys.
✅ Membership Content – If you have courses, you can include them in the Snapshot.
Select all the elements you want to be copied into the Snapshot.
Step 6: Save and Finalize the Snapshot
After selecting what to include, click “Save” to create the Snapshot.
✅ GoHighLevel will now generate the Snapshot, which may take a few minutes depending on the size of the account.
Once it’s done, your Snapshot is saved and can be used to set up future accounts!
How to Apply a Snapshot to a New Account
Once you’ve created a Snapshot, you’ll want to import it into a new sub-account. Here’s how:
1️⃣ Go to the Agency Settings and open the Snapshots tab.
2️⃣ Click “Apply Snapshot” to a new sub-account.
3️⃣ Choose the Snapshot you created.
4️⃣ Select the new GoHighLevel account where you want to import it.
5️⃣ Click “Confirm” and wait for the system to process the import.
That’s it! Your new account will now have all the settings, workflows, and assets from your Snapshot—ready to go!
Best Practices for Creating GoHighLevel Snapshots
To get the most out of Snapshots, follow these best practices:
🔥 Keep It Organized – Use a naming system so you can easily find and apply Snapshots.
🔥 Test Before Saving – Make sure everything works perfectly before creating a Snapshot.
🔥 Update Regularly – If you improve your automations, update your Snapshots.
🔥 Use Templates for Clients – Create different Snapshots for different industries.
🔥 Sell Snapshots as a Service – Many agencies sell Snapshots to other businesses!
Common Mistakes to Avoid
❌ Not Testing Before Creating a Snapshot – Always test your workflows before saving.
❌ Forgetting to Update Old Snapshots – Keep them up to date with the latest features.
❌ Including Too Much Unnecessary Data – Only add what’s essential.
❌ Not Personalizing for Each Client – Some elements (emails, branding) should be customized.
Final Thoughts: Why Every Agency Should Use GoHighLevel Snapshots
If you’re running a marketing agency, coaching business, or local service-based company, Snapshots can save you time, improve efficiency, and help you scale faster.
By using Snapshots, you can instantly apply winning strategies to new clients without starting from scratch. Whether you’re setting up sales funnels, automation workflows, or CRM settings, Snapshots make it easy to replicate success.
So, if you’re not using Snapshots yet, now is the perfect time to start! 🚀
Got questions? Let us know in the comments below! 👇
