GoHighLevel Snapshots: What It Does and How to Use It

In short

A GoHighLevel Snapshot is a portable copy of everything you have built in a GHL sub-account: funnels, workflows, email templates, SMS templates, pipelines, tags, custom fields, and settings. You push a Snapshot to a new sub-account and it arrives fully set up. Agencies use Snapshots to onboard clients in minutes instead of building from scratch every time.

• Available on Unlimited ($297/mo) and Pro ($497/mo) agency views
• No extra cost; Snapshots are included in the platform
• Deploy a full business system to a new sub-account in under 5 minutes

What GoHighLevel Snapshots include

A Snapshot can include any or all of the following: funnels and websites, workflow automations, email templates, SMS templates, pipeline stages, tags, custom fields and custom values, trigger links, forms and surveys, calendars, product lists, and account settings.

You choose what to include when you create the Snapshot. You can create a focused Snapshot (just the funnels for a dental practice) or a full-account Snapshot (everything you have built for a specific niche).

When you push the Snapshot to a sub-account, GHL copies all the included assets. The new sub-account has the full setup without any manual configuration.

How agencies use Snapshots

Niche-specific onboarding: build one complete setup for dental practices, another for HVAC companies, another for real estate agents. When you sign a new client in that niche, push the matching Snapshot and customize the variables (business name, phone number, Google Maps link). Client is live in under an hour.

Selling Snapshots as products: agencies package their best setups as Snapshots and sell them through the GHL Marketplace or directly to other GHL users. A well-built niche Snapshot can sell for $500 to $3,000 as a one-time product.

Internal consistency: when you improve a workflow or funnel for one client, update the Snapshot and push the update to all clients in that niche. Everyone stays on the latest version.

Team standardization: when you hire a new account manager, they set up new clients from the Snapshot. No variation in what gets built.

How to create and share a Snapshot

From the agency view, go to Snapshots under the Accounts section. Click Create Snapshot.

Select the source sub-account (the one with the setup you want to copy) and choose what to include. Give the Snapshot a name and a description.

Save the Snapshot. GHL creates a share link you can send to other GHL agency accounts, or you can push it directly to any of your own sub-accounts.

When pushing to a sub-account, choose whether to merge with existing content or replace it. For a new sub-account, replace is safe. For an existing one, review carefully to avoid overwriting work in progress.

GHL Snapshots vs manual sub-account setup

Without Snapshots, setting up a new client sub-account takes hours or days: building each funnel, writing each workflow, creating email templates, setting up pipelines, configuring forms.

With a niche Snapshot, the same setup takes 5 to 15 minutes. You push the Snapshot, update the custom values (business name, phone, URLs), and the account is ready to test.

For agencies that onboard multiple clients per month, Snapshots are one of the biggest operational time-savers in the GHL platform.

Frequently asked questions

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