GoHighLevel snapshots are portable, pre-configured templates of an account arrangement that make it simple and efficient to clone campaigns, funnels and even more across projects. Agencies use snapshots to onboard customers faster and make certain uniformity throughout tasks.

Each snapshot consists of an incorporated collection of marketing campaigns, sales funnels, internet sites, automation sequences, web page templates and other assets.

Replicate whole funnels and automations in secs

Snapshots are full backups of your HighLevel setup, consisting of automations, funnels, web pages, landing kinds, call listings, e-mail campaigns and CRM pipelines. Snapshots make moving total systems between clients easy without the demand to recreate every little thing from scratch; agencies can save hours by using snapshots as templates throughout client accounts.

To develop a snapshot, log right into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before picking which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots category; as soon as shared it can also be shared by means of sending links produced. Any type of imported snapshots appear under Imported Snapshots category.

GoHighLevel snapshots have an advantage in that they’re fully modular; that enables you to use simply specific parts while leaving others out – making customization and adjustments much simpler than with more rigid snapshots.

Automating key processes with these snapshots not only automates them however also improves list building procedure and boosts customer relationship management (CRM) to raise scalability and productivity for far better scalability and productivity enabling users to develop reliable marketing techniques concentrated on transforming potential clients right into paying customers.

HighLevel snapshots offer an additional significant advantage – their convenience in conference details market demands. For example, oral snapshots might come pre-loaded with lead capture kinds and campaigns offering free teeth bleaching to new patients. This gives firms with the freedom to tailor remedies specifically customized for each client while still remaining consistent in brand name photo and message.

GoHighLevel’s snapshots are highly configurable and can help your company increase efficiency and expand. By duplicating existing workflows, simplifying intricate automations, onboarding brand-new customers quickly and being centrally located with basic directions they are a vital property in accomplishing growth much faster and better than ever before.

Speed up client onboarding

Are You a Company Owner or Manager? HighLevel snapshots make scaling very easy, making it feasible to replicate funnels and automations for several customers concurrently, therefore accelerating results for clients while conserving you time on configuration! Snapshots guarantee success for everyone involved – company and clients alike.

Snapshots provide an extensive back-up of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported into an additional client account using Snapshot ImporterTM they automatically setup because account, making onboarding much quicker. This reduction in hand-operated arrangement time makes onboarding even more reliable!

To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the source for your snapshot, begin picking which components of its system you would certainly such as conserved as part of this snapshot before clicking “Save”; HighLevel will develop a mobile duplicate that you can then release similar systems in other places GoHighLevel Business Coach Snapshot.

Snapshots can additionally be exported and imported in between GoHighLevel accounts, making this an important feature for companies moving systems between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.

HighLevel makes developing snapshots easier than ever, offering pre-equipped snapshot templates for numerous industries from realty to e-commerce. By rapidly onboarding new clients while helping them fulfill their service goals, these industry-specific snapshot templates make onboarding clients much faster than ever and supplying them with detailed marketing systems quicker than ever.

Keep brand name uniformity

Hand-operated configurations may leave disparities that jeopardize brand uniformity, while snapshots permit you to reproduce an account configuration throughout multiple brand-new accounts without manually recreating all settings each. This assists release totally set up client accounts promptly and precisely while saving addons such as triggers or email templates in snapshots make preserving consistent procedures throughout your client base much less complex.

Snapshots can be an important possession to companies handling multiple accounts concurrently. By establishing the suitable account structure when and waiting as a snapshot for use later on with brand-new customers, snapshots help firms minimize onboarding times by as much as 50 percent faster. A 2025 research study demonstrates how snapshots assist speed the onboarding procedure substantially.

To develop a Snapshot, navigate to your Agency Dashboard and select the sub-account you desire to record. From there, pick what aspects need to be included (funnels, calendars, workflows, web site templates, custom worths and more) prior to providing it a name and clicking “Save”.

Once your snapshot is ready to utilize, browse to the Account Supervisor of the account or sub-account in which it needs to be used and pick it there (either at one time or component by part).

As a GoHighLevel reseller or marketing firm, utilizing snapshots can dramatically boost performance and make certain a much more standardized account arrangement procedure. By making it less complicated to duplicate campaigns, funnels and automation schemes rapidly, snapshots help scale much faster while boosting revenue streams.

Carrying out and making use of snapshots has numerous benefits that are vital to service success:.

Get rid of repeated configuration tasks

Snapshots make it simple and reliable to duplicate and reuse existing funnels, automations and setups that have verified themselves beneficial to various other customers – saving you time, helping with quicker client onboarding times and producing a more efficient working environment by removing the need to change the wheel each time a new customer shows up.

Snapshots make sharing arrangements and campaigns with others within your company less complicated than ever, whether via one-time link sent using e-mail to employee or permanently shared with account access. Furthermore, snapshots also allow you to restrict their import right into specific subaccounts if desired.

Beginning by logging right into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can develop a snapshot by clicking the environment-friendly “Create New Snapshot” button, going into a name for it, selecting its resource account( s) and selecting exactly how it will be replicated; be sure to pick something descriptive yet easy-to-recall so it will certainly enter into your profile of information in time.

Personalize the settings for the snapshot by picking alternatives that finest meet the requirements of your customer, for example if they are real estate customers you may want to include:

Lastly, you can customize custom-made areas to accumulate details that’s special to every client. When satisfied with the result, merely press the “Conserve” button to save adjustments and apply them throughout all clients.

As snapshots are an essential device for the success of GoHighLevel customers, making them crucial for marketing companies and SaaS resellers alike. If you have not used them already, give it a try and see just how it can improve workflows while generating a lot more outstanding outcomes for clients.

GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it basic and efficient to duplicate campaigns, funnels and more throughout tasks. Agencies utilize snapshots to onboard customers quicker and make sure uniformity throughout jobs.

Each snapshot includes an incorporated set of marketing campaigns, sales funnels, websites, automation series, web page templates and other possessions.

Duplicate whole funnels and automations in secs

Snapshots are complete back-ups of your HighLevel setup, consisting of automations, funnels, web pages, touchdown forms, call listings, e-mail campaigns and CRM pipes. Snapshots make moving full systems between customers easy without the demand to recreate every little thing from the ground up; firms can conserve hours by using snapshots as templates across customer accounts.

To produce a snapshot, log into your agency view and click “Create New Snapshot”. Provide a clear name for your snapshot before selecting which account or subaccount it applies to. When completed, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared through sending links produced. Any type of imported snapshots appear under Imported Snapshots group.

GoHighLevel snapshots have an advantage because they’re fully modular; that enables you to use simply specific components while leaving others out – making personalization and changes much easier than with even more rigid snapshots.

Automating vital processes with these snapshots not only automates them yet likewise streamlines lead generation process and boosts customer relationship management (CRM) to enhance scalability and productivity for far better scalability and performance making it possible for customers to create reliable marketing approaches focused on transforming prospective customers into paying clients.

HighLevel snapshots provide another substantial advantage – their flexibility in meeting details market needs. As an example, oral snapshots can come pre-loaded with lead capture kinds and campaigns using totally free teeth bleaching to brand-new clients. This supplies firms with the liberty to customize solutions particularly tailored for each and every client while still continuing to be consistent in brand picture and message.

GoHighLevel’s snapshots are highly configurable and can assist your firm increase effectiveness and increase. By replicating existing workflows, simplifying intricate automations, onboarding brand-new clients conveniently and being centrally located with basic guidelines they are an indispensable possession in achieving growth much faster and better than in the past.

Quicken client onboarding

Are You a Company Proprietor or Administrator? HighLevel snapshots make scaling easy, making it possible to replicate funnels and automations for multiple clients simultaneously, hence accelerating outcomes for clients while conserving you time on setup! Snapshots guarantee success for every person entailed – company and clients alike.

Snapshots offer an extensive backup of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into another client account making use of Snapshot ImporterTM they automatically arrangement because account, making onboarding much quicker. This reduction in manual configuration time makes onboarding far more reliable!

To develop a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start selecting which elements of its system you would like saved as part of this snapshot before clicking “Conserve”; HighLevel will produce a mobile duplicate that you can after that deploy similar systems in other places GoHighLevel Mortgage Broker Snapshot.

Snapshots can additionally be exported and imported between GoHighLevel accounts, making this an indispensable feature for agencies moving systems in between customers. As soon as exported, just import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.

HighLevel makes developing snapshots less complicated than ever before, providing pre-equipped snapshot templates for numerous industries from property to ecommerce. By promptly onboarding brand-new customers while helping them satisfy their business objectives, these industry-specific snapshot templates make onboarding customers faster than ever before and giving them with detailed marketing systems faster than ever before.

Maintain brand name uniformity

Hand-operated configurations may leave inconsistencies that jeopardize brand name uniformity, while snapshots permit you to reproduce an account arrangement throughout numerous new accounts without manually recreating all settings each. This helps deploy totally configured client accounts quickly and accurately while saving addons such as triggers or e-mail templates in snapshots make preserving constant procedures across your client base much less complex.

Snapshots can be an invaluable property to agencies taking care of numerous accounts simultaneously. By establishing the perfect account framework once and saving it as a snapshot for use later on with brand-new clients, snapshots aid firms minimize onboarding times by approximately half quicker. A 2025 research shows how snapshots help speed the onboarding process dramatically.

To produce a Snapshot, navigate to your Firm Dashboard and pick the sub-account you desire to capture. From there, choose what aspects need to be included (funnels, calendars, workflows, website templates, custom-made worths and so on) prior to offering it a name and clicking “Save”.

As soon as your snapshot is ready to use, navigate to the Account Supervisor of the account or sub-account in which it requires to be applied and pick it there (either all at once or component by element).

As a GoHighLevel reseller or marketing company, making use of snapshots can substantially boost performance and make sure an extra standardized account setup procedure. By making it easier to duplicate campaigns, funnels and automation schemes quickly, snapshots help range quicker while increasing revenue streams.

Implementing and using snapshots has many benefits that are essential to organization success:.

Eliminate repetitive setup tasks

Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and configurations that have confirmed themselves beneficial to other customers – conserving you time, promoting quicker customer onboarding times and developing an even more efficient workplace by removing the need to transform the wheel each time a new client gets here.

Snapshots make sharing configurations and campaigns with others within your agency simpler than ever before, whether through single link sent using e-mail to employee or permanently shared through account access. Furthermore, snapshots also permit you to restrict their import right into particular subaccounts if wanted.

Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Here, you can develop a snapshot by clicking the green “Create New Snapshot” switch, going into a name for it, selecting its resource account( s) and choosing just how it will be copied; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of info in time.

Personalize the settings for the snapshot by picking choices that finest fulfill the demands of your customer, as an example if they are property customers you might want to consist of:

Lastly, you can personalize customized fields to accumulate information that’s unique to each client. When satisfied with the result, just push the “Conserve” button to save modifications and use them across all clients.

As snapshots are an important device for the success of GoHighLevel users, making them essential for marketing companies and SaaS resellers alike. If you haven’t used them currently, give it a try and see exactly how it can improve workflows while producing much more remarkable outcomes for customers.

GoHighLevel snapshots are mobile, pre-configured templates of an account arrangement that make it simple and efficient to duplicate campaigns, funnels and more across projects. Agencies make use of snapshots to onboard customers faster and guarantee consistency across projects.

Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, websites, automation series, web page templates and other possessions.

Replicate entire funnels and automations in seconds

Snapshots are complete backups of your HighLevel configuration, consisting of automations, funnels, web pages, landing kinds, contact checklists, email campaigns and CRM pipelines. Snapshots make moving complete systems in between clients easy without the need to recreate whatever from the ground up; firms can conserve hours by using snapshots as templates throughout customer accounts.

To create a snapshot, log right into your agency view and click “Create New Snapshot”. Offer a clear name for your snapshot prior to picking which account or subaccount it relates to. When completed, the snapshot can be seen under Snapshots group; as soon as shared it can likewise be shared using sending web links created. Any kind of imported snapshots appear under Imported Snapshots group.

GoHighLevel snapshots have a benefit in that they’re completely modular; that enables you to utilize just specific components while leaving others out – making modification and changes much simpler than with even more rigid snapshots.

Automating key processes with these snapshots not only automates them but additionally enhances list building procedure and improves customer relationship management (CRM) to increase scalability and efficiency for better scalability and efficiency making it possible for individuals to produce effective marketing techniques concentrated on transforming potential customers right into paying clients.

HighLevel snapshots provide another significant advantage – their convenience in conference certain sector needs. For example, dental snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth bleaching to new clients. This offers firms with the freedom to customize remedies specifically customized for each customer while still continuing to be regular in brand name picture and message.

GoHighLevel’s snapshots are very configurable and can help your firm boost effectiveness and broaden. By replicating existing workflows, streamlining complicated automations, onboarding brand-new customers quickly and being centrally located with simple directions they are a vital possession in attaining growth faster and better than ever.

Quicken client onboarding

Are You a Firm Proprietor or Administrator? HighLevel snapshots make scaling very easy, making it possible to duplicate funnels and automations for several clients simultaneously, thus accelerating outcomes for clients while saving you time on configuration! Snapshots make certain success for everybody included – company and clients alike.

Snapshots give a comprehensive backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas and so on. When imported into one more client account utilizing Snapshot ImporterTM they automatically setup in that account, making onboarding much quicker. This decrease in manual arrangement time makes onboarding even more reliable!

To create a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, begin picking which elements of its system you would certainly like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly develop a mobile duplicate that you can after that release comparable systems in other places GoHighLevel Hair Salon Snapshot.

Snapshots can likewise be exported and imported between GoHighLevel accounts, making this a vital feature for agencies moving systems between customers. When exported, merely import it by clicking ‘Import Snapshot’ button in Agency View Snapshots section.

HighLevel makes creating snapshots much easier than ever, offering pre-equipped snapshot templates for different markets from realty to e-commerce. By rapidly onboarding new clients while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding customers much faster than ever before and providing them with detailed marketing systems much faster than ever.

Preserve brand name consistency

Manual arrangements might leave disparities that compromise brand name consistency, while snapshots allow you to duplicate an account configuration throughout numerous new accounts without by hand recreating all setups each. This aids release totally configured customer accounts quickly and precisely while saving addons such as triggers or e-mail templates in snapshots make maintaining regular procedures across your client base much simpler.

Snapshots can be an important asset to agencies managing several accounts concurrently. By establishing the excellent account framework once and saving it as a snapshot for usage later with new clients, snapshots assist companies minimize onboarding times by up to 50 percent faster. A 2025 study shows how snapshots assist speed the onboarding procedure significantly.

To produce a Snapshot, browse to your Firm Control panel and choose the sub-account you desire to capture. From there, select what elements need to be included (funnels, schedules, workflows, site templates, custom-made worths and so on) before providing it a name and clicking “Save”.

As soon as your snapshot prepares to make use of, browse to the Account Supervisor of the account or sub-account in which it requires to be used and select it there (either all at once or part by element).

As a GoHighLevel reseller or marketing agency, making use of snapshots can considerably boost performance and make sure a more standardized account arrangement process. By making it much easier to replicate campaigns, funnels and automation systems promptly, snapshots assist range quicker while boosting earnings streams.

Executing and making use of snapshots has many benefits that are necessary to company success:.

Remove recurring setup jobs

Snapshots make it easy and effective to clone and reuse existing funnels, automations and setups that have actually confirmed themselves beneficial to various other clients – saving you time, facilitating faster client onboarding times and producing a more effective working environment by removing the need to change the wheel each time a brand-new client gets here.

Snapshots make sharing setups and campaigns with others within your company simpler than ever before, whether using single web link sent through e-mail to employee or permanently shared with account gain access to. Furthermore, snapshots additionally permit you to limit their import into details subaccounts if wanted.

Start by logging right into your HighLevel agency view and navigating to the “Account Snapshots” section. Here, you can create a snapshot by clicking the green “Create New Snapshot” switch, getting in a name for it, picking its source account( s) and choosing just how it will certainly be duplicated; be sure to select something descriptive yet easy-to-recall so it will enter into your portfolio of information in time.

Customize the setups for the snapshot by choosing alternatives that ideal meet the demands of your client, for instance if they are property clients you may wish to include:

Ultimately, you can customize custom-made fields to collect information that’s distinct to every client. When satisfied with the result, merely push the “Save” switch to conserve modifications and use them throughout all clients.

As snapshots are a crucial device for the success of GoHighLevel individuals, making them essential for marketing firms and SaaS resellers alike. If you haven’t utilized them already, give it a try and see just how it can simplify workflows while generating extra outstanding outcomes for clients.