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

Each snapshot includes an integrated collection of marketing campaigns, sales funnels, websites, automation series, page templates and various other assets.

Replicate entire funnels and automations in secs

Snapshots are total back-ups of your HighLevel setup, including automations, funnels, pages, landing types, call lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems in between clients easy without the demand to recreate whatever from square one; companies can conserve hours by utilizing snapshots as templates across customer accounts.

To produce a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot prior to choosing which account or subaccount it puts on. When finished, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared using sending out links produced. Any type of imported snapshots show up under Imported Snapshots classification.

GoHighLevel snapshots have an advantage in that they’re completely modular; that allows you to make use of just specific components while leaving others out – making modification and modifications much easier than with more inflexible snapshots.

Automating essential procedures with these snapshots not only automates them but additionally improves lead generation process and enhances customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and performance enabling individuals to create reliable marketing methods focused on turning possible clients right into paying clients.

HighLevel snapshots provide another significant benefit – their convenience in meeting particular market needs. As an example, oral snapshots might come pre-loaded with lead capture forms and campaigns offering free teeth lightening to brand-new people. This offers companies with the flexibility to customize options particularly tailored for each and every client while still staying regular in brand name photo and message.

GoHighLevel’s snapshots are extremely configurable and can aid your firm boost efficiency and increase. By duplicating existing workflows, streamlining intricate automations, onboarding new clients easily and being centrally located with basic directions they are an essential property in achieving development much faster and more effectively than ever before.

Accelerate client onboarding

Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling very easy, making it possible to replicate funnels and automations for numerous customers simultaneously, therefore accelerating results for customers while saving you time on arrangement! Snapshots make certain success for every person entailed – company and customers alike.

Snapshots offer a detailed backup of an account’s arrangement, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into an additional customer account utilizing Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This reduction in hands-on configuration time makes onboarding far more effective!

To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After choosing an account as the resource for your snapshot, begin choosing which elements of its system you would certainly such as saved as part of this snapshot before clicking “Conserve”; HighLevel will develop a portable duplicate that you can after that release similar systems elsewhere GoHighLevel Staffing Snapshot.

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

HighLevel makes producing snapshots simpler than ever before, providing pre-equipped snapshot templates for numerous markets from property to ecommerce. By rapidly onboarding brand-new customers while helping them satisfy their company objectives, these industry-specific snapshot templates make onboarding clients quicker than ever and giving them with comprehensive marketing systems faster than ever before.

Maintain brand name uniformity

Hand-operated configurations may leave disparities that endanger brand name uniformity, while snapshots enable you to replicate an account arrangement throughout numerous new accounts without manually recreating all setups each. This helps release completely configured customer accounts promptly and accurately while conserving addons such as triggers or email templates in snapshots make keeping constant procedures across your customer base much less complex.

Snapshots can be a vital possession to companies taking care of several accounts at the same time. By establishing the optimal account framework as soon as and waiting as a snapshot for use later on with brand-new clients, snapshots help firms reduce onboarding times by as much as half much faster. A 2025 study shows how snapshots aid speed the onboarding procedure considerably.

To develop a Snapshot, browse to your Company Dashboard and choose the sub-account you want to catch. From there, choose what aspects need to be included (funnels, schedules, workflows, internet site templates, custom values and so forth) before providing it a name and clicking “Conserve”.

When your snapshot is ready to use, browse to the Account Supervisor of the account or sub-account in which it needs to be applied and select it there (either at one time or element by element).

As a GoHighLevel reseller or marketing agency, making use of snapshots can dramatically boost efficiency and guarantee a much more standardized account setup process. By making it less complicated to reproduce campaigns, funnels and automation schemes rapidly, snapshots aid range quicker while enhancing earnings streams.

Applying and using snapshots has many benefits that are important to service success:.

Eliminate repetitive configuration jobs

Snapshots make it basic and efficient to duplicate and reuse existing funnels, automations and arrangements that have actually confirmed themselves beneficial to other customers – saving you time, assisting in faster customer onboarding times and producing an even more effective workplace by eliminating the requirement to change the wheel each time a brand-new customer shows up.

Snapshots make sharing configurations and campaigns with others within your firm easier than ever before, whether by means of one-time link sent by means of e-mail to employee or completely shared with account gain access to. Moreover, snapshots additionally enable you to limit their import into particular subaccounts if preferred.

Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, getting in a name for it, picking its resource account( s) and choosing just how it will certainly be copied; make certain to choose something descriptive yet easy-to-recall so it will certainly become part of your portfolio of information gradually.

Tailor the settings for the snapshot by choosing options that finest fulfill the requirements of your customer, for example if they are real estate clients you may want to include:

Finally, you can tailor custom-made areas to accumulate info that’s unique per customer. When satisfied with the outcome, just push the “Conserve” switch to conserve changes and use them across all clients.

As snapshots are a vital 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 how it can simplify workflows while generating a lot more outstanding results for customers.

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

Each snapshot consists of an integrated set of marketing campaigns, sales funnels, websites, automation sequences, page templates and various other possessions.

Duplicate entire funnels and automations in seconds

Snapshots are full backups of your HighLevel configuration, including automations, funnels, pages, landing kinds, get in touch with listings, e-mail campaigns and CRM pipes. Snapshots make transferring complete systems in between customers easy without the requirement to recreate whatever from square one; companies can save hours by utilizing snapshots as templates throughout 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 relates to. When finished, the snapshot can be seen under Snapshots classification; once shared it can also be shared by means of sending out links created. Any kind of imported snapshots show up under Imported Snapshots classification.

GoHighLevel snapshots have an advantage because they’re totally modular; that allows you to make use of simply specific parts while leaving others out – making customization and modifications much easier than with more stiff snapshots.

Automating crucial procedures with these snapshots not only automates them but also enhances lead generation procedure and enhances customer relationship management (CRM) to increase scalability and performance for better scalability and productivity enabling users to develop effective marketing methods concentrated on transforming prospective customers right into paying clients.

HighLevel snapshots offer one more substantial benefit – their adaptability in conference details industry demands. As an example, oral snapshots might come pre-loaded with lead capture types and campaigns supplying cost-free teeth lightening to brand-new clients. This provides firms with the freedom to customize options particularly tailored for each client while still remaining consistent in brand name image and message.

GoHighLevel’s snapshots are very configurable and can aid your company increase effectiveness and increase. By duplicating existing workflows, streamlining complex automations, onboarding brand-new customers quickly and being centrally located with straightforward instructions they are an indispensable asset in accomplishing development faster and more effectively than ever.

Quicken client onboarding

Are You an Agency Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple customers simultaneously, therefore quickening outcomes for clients while conserving you time on arrangement! Snapshots guarantee success for every person entailed – firm and customers alike.

Snapshots give a comprehensive backup of an account’s configuration, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom fields and so on. When imported right into one more client account making use of Snapshot ImporterTM they instantly arrangement because account, making onboarding much faster. This reduction in manual arrangement time makes onboarding far more reliable!

To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin choosing which elements of its system you would certainly such as saved as part of this snapshot before clicking “Save”; HighLevel will produce a portable duplicate that you can then release similar systems elsewhere GoHighLevel Roofing Snapshot.

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

HighLevel makes producing snapshots less complicated than ever, offering pre-equipped snapshot templates for different sectors from property to e-commerce. By swiftly onboarding brand-new clients while helping them fulfill their business goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and offering them with thorough marketing systems quicker than ever.

Preserve brand uniformity

Hands-on configurations may leave variances that endanger brand name uniformity, while snapshots enable you to reproduce an account configuration across multiple new accounts without manually recreating all setups each. This helps release fully set up customer accounts quickly and accurately while saving addons such as triggers or email templates in snapshots make maintaining consistent processes across your customer base much less complex.

Snapshots can be a very useful asset to firms handling several accounts concurrently. By setting up the optimal account framework once and saving it as a snapshot for use later with new clients, snapshots help companies reduce onboarding times by approximately half faster. A 2025 study demonstrates how snapshots assist speed up the onboarding procedure significantly.

To create a Snapshot, browse to your Firm Dashboard and pick the sub-account you wish to catch. From there, pick what components should be included (funnels, calendars, workflows, website templates, custom values and so on) before offering 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 applied and choose it there (either at one time or element by part).

As a GoHighLevel reseller or marketing firm, making use of snapshots can dramatically boost productivity and ensure a much more standard account arrangement process. By making it simpler to reproduce campaigns, funnels and automation plans swiftly, snapshots aid range faster while increasing profits streams.

Implementing and using snapshots has numerous benefits that are necessary to service success:.

Remove recurring setup jobs

Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and setups that have actually shown themselves beneficial to various other clients – saving you time, facilitating much faster client onboarding times and creating a more efficient workplace by getting rid of the need to change the wheel each time a brand-new customer arrives.

Snapshots make sharing arrangements and campaigns with others within your firm simpler than ever before, whether by means of single link sent through e-mail to employee or permanently shared via account access. Additionally, snapshots also permit you to restrict their import right into particular subaccounts if preferred.

Beginning by logging right into your HighLevel agency view and navigating to the “Account Snapshots” area. Below, you can develop a snapshot by clicking the green “Create New Snapshot” button, entering a name for it, choosing its source account( s) and selecting just how it will be duplicated; make certain to choose something descriptive yet easy-to-recall so it will become part of your profile of info in time.

Customize the setups for the snapshot by selecting options that ideal fulfill the needs of your client, as an example if they are realty customers you might want to include:

Lastly, you can personalize custom-made areas to gather details that’s special per customer. When satisfied with the outcome, simply push the “Save” button to conserve adjustments and use them throughout all customers.

As snapshots are a crucial tool for the success of GoHighLevel users, making them vital for marketing agencies and SaaS resellers alike. If you haven’t used them currently, give it a try and see how it can enhance workflows while generating much more outstanding outcomes for clients.

GoHighLevel snapshots are portable, pre-configured templates of an account configuration that make it straightforward and efficient to duplicate campaigns, funnels and more across jobs. Agencies make use of snapshots to onboard customers faster and ensure consistency throughout projects.

Each snapshot includes an integrated collection of marketing campaigns, sales funnels, internet sites, automation series, web page templates and other possessions.

Replicate whole funnels and automations in secs

Snapshots are full back-ups of your HighLevel arrangement, including automations, funnels, web pages, landing kinds, call lists, e-mail campaigns and CRM pipelines. Snapshots make transferring full systems in between customers easy without the requirement to recreate everything from scratch; agencies can conserve hours by using snapshots as templates across customer accounts.

To create a snapshot, log into your agency view and click “Create New Snapshot”. Give a clear name for your snapshot before choosing which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots classification; once shared it can also be shared using sending links generated. Any type of imported snapshots show up under Imported Snapshots classification.

GoHighLevel snapshots have a benefit in that they’re completely modular; that allows you to use just particular parts while leaving others out – making personalization and adjustments a lot less complex than with even more rigid snapshots.

Automating essential processes with these snapshots not just automates them however likewise simplifies lead generation procedure and improves customer relationship management (CRM) to boost scalability and productivity for much better scalability and productivity allowing individuals to develop reliable marketing approaches focused on turning possible clients right into paying clients.

HighLevel snapshots provide another significant benefit – their flexibility in conference details industry needs. As an example, dental snapshots can come pre-loaded with lead capture types and campaigns offering totally free teeth lightening to brand-new people. This supplies agencies with the liberty to tailor services especially customized for each and every client while still staying regular in brand name image and message.

GoHighLevel’s snapshots are extremely configurable and can aid your agency boost performance and increase. By replicating existing workflows, streamlining complicated automations, onboarding new customers quickly and being centrally located with basic instructions they are an essential property in achieving development quicker and better than ever.

Accelerate customer onboarding

Are You a Firm Owner or Administrator? HighLevel snapshots make scaling simple, making it possible to replicate funnels and automations for numerous customers simultaneously, thus quickening outcomes for customers while conserving you time on configuration! Snapshots make certain success for everyone involved – agency and clients alike.

Snapshots offer a detailed back-up of an account’s configuration, consisting of funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas and so on. When imported right into one more client account using Snapshot ImporterTM they immediately configuration because account, making onboarding much quicker. This reduction in hands-on arrangement time makes onboarding much more efficient!

To create a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, begin selecting which elements of its system you would such as conserved as part of this snapshot before clicking “Conserve”; HighLevel will certainly develop a portable duplicate that you can after that deploy comparable systems in other places How To Create A Snapshot in GoHighLevel.

Snapshots can also be exported and imported in between GoHighLevel accounts, making this an invaluable feature for firms transferring systems between clients. Once exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots section.

HighLevel makes producing snapshots simpler than ever before, offering pre-equipped snapshot templates for different markets from real estate to shopping. By promptly onboarding new clients while helping them satisfy their organization goals, these industry-specific snapshot templates make onboarding clients quicker than ever before and supplying them with comprehensive marketing systems much faster than ever before.

Keep brand name consistency

Hands-on configurations might leave incongruities that jeopardize brand uniformity, while snapshots enable you to duplicate an account configuration throughout numerous new accounts without manually recreating all settings for each one. This helps deploy totally set up client accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make keeping regular procedures throughout your customer base much simpler.

Snapshots can be an invaluable property to companies taking care of numerous accounts at the same time. By establishing the excellent account framework once and waiting as a snapshot for use later with new clients, snapshots assist agencies reduce onboarding times by as much as 50 percent quicker. A 2025 research study shows how snapshots assist speed the onboarding process considerably.

To develop a Snapshot, browse to your Company Dashboard and choose the sub-account you desire to catch. From there, select what elements should be included (funnels, calendars, workflows, web site templates, custom values and more) before giving it a name and clicking “Save”.

When your snapshot prepares to use, navigate to the Account Manager of the account or sub-account in which it needs to be applied and choose it there (either simultaneously or component by component).

As a GoHighLevel reseller or marketing agency, making use of snapshots can significantly boost efficiency and ensure a more standard account configuration procedure. By making it less complicated to duplicate campaigns, funnels and automation systems promptly, snapshots help scale much faster while increasing revenue streams.

Implementing and making use of snapshots has several benefits that are necessary to company success:.

Get rid of recurring setup jobs

Snapshots make it easy and effective to duplicate and reuse existing funnels, automations and configurations that have verified themselves beneficial to various other customers – saving you time, promoting faster client onboarding times and creating an even more efficient working environment by removing the need to reinvent the wheel each time a brand-new client arrives.

Snapshots make sharing setups and campaigns with others within your company much easier than ever, whether using single web link sent by means of email to team members or permanently shared through account gain access to. Additionally, snapshots additionally allow you to limit their import into certain subaccounts if desired.

Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, going into a name for it, choosing its source account( s) and choosing how it will certainly be copied; make certain to select something descriptive yet easy-to-recall so it will enter into your profile of information with time.

Customize the setups for the snapshot by picking options that finest fulfill the needs of your customer, for instance if they are realty clients you might wish to include:

Finally, you can tailor custom-made areas to accumulate details that’s unique per client. When satisfied with the outcome, simply press the “Conserve” button to conserve adjustments and use them across all clients.

As snapshots are a crucial tool for the success of GoHighLevel individuals, making them essential for marketing companies and SaaS resellers alike. If you have not utilized them already, give it a try and see how it can enhance workflows while producing more outstanding results for customers.