GoHighLevel snapshots are portable, pre-configured templates of an account setup that make it simple and reliable to clone campaigns, funnels and even more throughout jobs. Agencies make use of snapshots to onboard customers faster and make sure uniformity across jobs.

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

Duplicate entire funnels and automations in secs

Snapshots are total back-ups of your HighLevel configuration, consisting of automations, funnels, pages, touchdown types, get in touch with checklists, email campaigns and CRM pipes. Snapshots make transferring full systems between customers easy without the demand to recreate every little thing from square one; companies can conserve hours by using snapshots as templates throughout client accounts.

To produce a snapshot, log into your agency view and click “Create New Snapshot”. Supply 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 category; once shared it can additionally be shared using sending out web links created. Any imported snapshots appear under Imported Snapshots classification.

GoHighLevel snapshots have an advantage because they’re completely modular; that allows you to use just particular components while leaving others out – making personalization and changes much simpler than with more rigid snapshots.

Automating vital procedures with these snapshots not only automates them but likewise enhances list building procedure and enhances customer relationship management (CRM) to boost scalability and efficiency for better scalability and productivity enabling users to produce efficient marketing techniques concentrated on turning prospective customers right into paying clients.

HighLevel snapshots provide one more substantial benefit – their adaptability in meeting particular industry requirements. For instance, dental snapshots can come pre-loaded with lead capture kinds and campaigns using complimentary teeth bleaching to brand-new clients. This provides companies with the freedom to customize remedies particularly tailored for each customer while still staying constant in brand image and message.

GoHighLevel’s snapshots are very configurable and can assist your agency rise effectiveness and expand. By duplicating existing workflows, streamlining complex automations, onboarding brand-new clients quickly and being centrally located with simple guidelines they are a crucial possession in attaining growth much faster and more effectively than ever before.

Accelerate customer onboarding

Are You a Firm Proprietor or Manager? HighLevel snapshots make scaling simple, making it possible to duplicate funnels and automations for numerous clients all at once, hence quickening outcomes for clients while conserving you time on configuration! Snapshots make sure success for every person included – firm and clients alike.

Snapshots offer a detailed backup of an account’s setup, including funnels, automations, CRM pipes, emails/SMS templates/landing pages/custom areas etc. When imported right into one more client account making use of Snapshot ImporterTM they immediately configuration in that account, making onboarding much quicker. This decrease in hands-on configuration time makes onboarding far more effective!

To create a snapshot, navigate 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 like saved as part of this snapshot before clicking “Conserve”; HighLevel will develop a mobile duplicate that you can after that release comparable systems in other places GoHighLevel Small Business Snapshot.

Snapshots can also be exported and imported between GoHighLevel accounts, making this a very useful feature for firms moving systems between clients. As soon as exported, merely import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.

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

Preserve brand consistency

Manual arrangements may leave incongruities that endanger brand consistency, while snapshots enable you to duplicate an account arrangement throughout numerous brand-new accounts without manually recreating all settings each. This helps release completely set up customer accounts promptly and properly while saving addons such as triggers or email templates in snapshots make keeping consistent procedures throughout your customer base much simpler.

Snapshots can be a vital property to agencies managing several accounts simultaneously. By establishing the ideal account framework as soon as and saving it as a snapshot for use later on with new customers, snapshots assist agencies minimize onboarding times by approximately half much faster. A 2025 research study demonstrates how snapshots assist speed the onboarding process significantly.

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

Once your snapshot prepares to make use of, browse to the Account Manager of the account or sub-account in which it requires to be used and select it there (either at one time or part by part).

As a GoHighLevel reseller or marketing agency, utilizing snapshots can significantly boost efficiency and guarantee a more standardized account setup process. By making it simpler to duplicate campaigns, funnels and automation plans quickly, snapshots aid range quicker while enhancing profits streams.

Executing and using snapshots has many benefits that are necessary to business success:.

Remove repetitive arrangement tasks

Snapshots make it straightforward and effective to clone and reuse existing funnels, automations and configurations that have actually shown themselves beneficial to various other clients – saving you time, facilitating quicker client onboarding times and producing a more productive working environment by getting rid of the demand to reinvent the wheel each time a brand-new client shows up.

Snapshots make sharing arrangements and campaigns with others within your firm less complicated than ever before, whether through single web link sent by means of e-mail to team members or completely shared via account gain access to. Additionally, snapshots also permit you to restrict their import right into certain subaccounts if preferred.

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

Personalize the settings for the snapshot by selecting choices that finest meet the requirements of your customer, as an example if they are property clients you might desire to consist of:

Lastly, you can tailor customized areas to accumulate info that’s special to each customer. When pleased with the outcome, merely push the “Conserve” switch to conserve changes and apply them throughout all customers.

As snapshots are a vital device for the success of GoHighLevel users, making them indispensable for marketing companies and SaaS resellers alike. If you have not utilized them currently, give it a try and see how it can streamline workflows while generating extra outstanding outcomes for clients.

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

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

Duplicate entire funnels and automations in seconds

Snapshots are complete backups of your HighLevel arrangement, consisting of automations, funnels, pages, landing forms, get in touch with lists, e-mail campaigns and CRM pipelines. Snapshots make moving total systems in between customers easy without the requirement to recreate whatever from scratch; firms 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”. Provide a clear name for your snapshot prior to selecting which account or subaccount it relates to. When finished, the snapshot can be seen under Snapshots classification; when shared it can additionally be shared through sending out web links produced. Any type of imported snapshots show up under Imported Snapshots classification.

GoHighLevel snapshots have an advantage in that they’re totally modular; that permits you to make use of just specific components while leaving others out – making personalization and adjustments a lot simpler than with more rigid snapshots.

Automating crucial procedures with these snapshots not just automates them however likewise enhances lead generation process and enhances customer relationship management (CRM) to enhance scalability and efficiency for far better scalability and productivity enabling users to produce efficient marketing techniques focused on turning potential customers right into paying clients.

HighLevel snapshots provide an additional significant advantage – their convenience in conference certain industry demands. For example, dental snapshots could come pre-loaded with lead capture types and campaigns supplying totally free teeth lightening to brand-new people. This supplies agencies with the freedom to customize services particularly tailored for each and every client while still continuing to be constant in brand name picture and message.

GoHighLevel’s snapshots are extremely configurable and can aid your firm increase effectiveness and expand. By replicating existing workflows, streamlining complicated automations, onboarding new customers easily and being centrally located with straightforward directions they are an essential possession in achieving development quicker and better than in the past.

Speed up customer onboarding

Are You a Company Owner or Manager? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for multiple clients all at once, hence accelerating results for customers while conserving you time on arrangement! Snapshots make sure success for every person involved – company and clients alike.

Snapshots supply an extensive back-up of an account’s setup, consisting of funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom areas etc. When imported right into an additional client account using Snapshot ImporterTM they instantly setup because account, making onboarding much quicker. This decrease in hands-on setup time makes onboarding much more efficient!

To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the resource for your snapshot, start picking which parts of its system you would like saved as part of this snapshot prior to clicking “Save”; HighLevel will certainly create a mobile copy that you can after that deploy similar systems elsewhere GoHighLevel Lasik Snapshot.

Snapshots can also be exported and imported between GoHighLevel accounts, making this a very useful feature for agencies moving systems in between clients. Once exported, just import it by clicking ‘Import Snapshot’ button in Agency View Snapshots area.

HighLevel makes producing snapshots simpler than ever, offering pre-equipped snapshot templates for numerous markets from real estate to ecommerce. By swiftly onboarding new customers while helping them satisfy their company goals, these industry-specific snapshot templates make onboarding customers quicker than ever before and supplying them with thorough marketing systems much faster than ever before.

Preserve brand name consistency

Manual arrangements may leave variances that compromise brand name consistency, while snapshots permit you to replicate an account configuration across several brand-new accounts without by hand recreating all settings for each one. This assists release completely set up client accounts promptly and properly while conserving addons such as triggers or email templates in snapshots make preserving regular procedures throughout your customer base much simpler.

Snapshots can be an indispensable property to firms managing multiple accounts at the same time. By establishing the excellent account framework as soon as and waiting as a snapshot for usage later with new customers, snapshots assist companies minimize onboarding times by up to 50 percent faster. A 2025 research demonstrates how snapshots help speed up the onboarding procedure substantially.

To create a Snapshot, navigate to your Agency Control panel and select the sub-account you wish to catch. From there, pick what components must be included (funnels, schedules, workflows, internet site templates, customized values and so on) before providing it a name and clicking “Conserve”.

Once your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it requires to be applied and select it there (either at one time or element by component).

As a GoHighLevel reseller or marketing company, using snapshots can considerably boost productivity and make sure an extra standard account arrangement procedure. By making it simpler to replicate campaigns, funnels and automation systems swiftly, snapshots assist range much faster while enhancing profits streams.

Executing and utilizing snapshots has several advantages that are necessary to organization success:.

Get rid of recurring arrangement jobs

Snapshots make it easy and reliable to duplicate and reuse existing funnels, automations and arrangements that have actually shown themselves beneficial to other clients – saving you time, facilitating quicker client onboarding times and creating an even more efficient working environment by eliminating the requirement to transform the wheel each time a brand-new client arrives.

Snapshots make sharing setups and campaigns with others within your agency less complicated than ever before, whether by means of one-time web link sent out using e-mail to staff member or permanently shared through account accessibility. Additionally, snapshots likewise permit you to limit their import into specific subaccounts if desired.

Start by logging into your HighLevel agency view and browsing to the “Account Snapshots” section. Right here, you can create a snapshot by clicking the eco-friendly “Create New Snapshot” switch, getting in a name for it, choosing its source account( s) and choosing exactly how it will be replicated; be sure to choose something detailed yet easy-to-recall so it will certainly become part of your profile of information over time.

Tailor the setups for the snapshot by picking choices that ideal meet the needs of your customer, for example if they are real estate customers you may wish to consist of:

Lastly, you can customize custom-made fields to collect details that’s one-of-a-kind per client. When pleased with the result, simply press the “Conserve” switch to conserve changes and use them across all clients.

As snapshots are an important device for the success of GoHighLevel individuals, making them important for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can simplify workflows while generating more excellent outcomes for clients.

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

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

Replicate whole funnels and automations in secs

Snapshots are full backups of your HighLevel arrangement, consisting of automations, funnels, web pages, touchdown forms, call checklists, e-mail campaigns and CRM pipes. Snapshots make moving complete systems between customers easy without the requirement to recreate every little thing from the ground up; firms can conserve hours by utilizing snapshots as templates across 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 choosing which account or subaccount it puts on. When completed, the snapshot can be seen under Snapshots classification; once shared it can likewise be shared via sending links created. Any kind of imported snapshots show up under Imported Snapshots category.

GoHighLevel snapshots have a benefit because they’re fully modular; that enables you to use simply specific parts while leaving others out – making modification and changes a lot less complex than with more inflexible snapshots.

Automating crucial procedures with these snapshots not only automates them however likewise enhances lead generation procedure and boosts customer relationship management (CRM) to raise scalability and efficiency for much better scalability and performance enabling individuals to develop effective marketing approaches focused on turning possible clients into paying customers.

HighLevel snapshots use another significant benefit – their flexibility in meeting particular industry demands. As an example, oral snapshots can come pre-loaded with lead capture forms and campaigns providing free teeth bleaching to new individuals. This supplies firms with the liberty to customize options especially tailored for every customer while still continuing to be constant in brand image and message.

GoHighLevel’s snapshots are extremely configurable and can aid your company boost efficiency and increase. By replicating existing workflows, streamlining intricate automations, onboarding new customers easily and being centrally located with straightforward directions they are an indispensable possession in achieving development much faster and better than in the past.

Speed up customer onboarding

Are You an Agency Proprietor or Administrator? HighLevel snapshots make scaling easy, making it feasible to replicate funnels and automations for numerous clients simultaneously, hence accelerating results for customers while saving you time on setup! Snapshots make certain success for every person included – firm and clients alike.

Snapshots supply a detailed backup of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields etc. When imported into one more customer account utilizing Snapshot ImporterTM they instantly arrangement in that account, making onboarding much faster. This reduction in hands-on setup time makes onboarding much more reliable!

To develop a snapshot, navigate to the Agency View in GoHighLevel and click ‘Create Snapshot’. After picking an account as the resource for your snapshot, begin picking which components of its system you would such as saved as part of this snapshot prior to clicking “Conserve”; HighLevel will produce a portable duplicate that you can after that release similar systems in other places GoHighLevel Healing Services Snapshot.

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

HighLevel makes developing snapshots less complicated than ever, using pre-equipped snapshot templates for various markets from property to e-commerce. By promptly onboarding brand-new clients while helping them meet their organization objectives, these industry-specific snapshot templates make onboarding clients faster than ever before and supplying them with comprehensive marketing systems faster than ever before.

Maintain brand name uniformity

Manual arrangements may leave variances that jeopardize brand name uniformity, while snapshots permit you to reproduce an account arrangement throughout numerous new accounts without manually recreating all setups each. This aids release completely configured client accounts promptly and accurately while saving addons such as triggers or email templates in snapshots make preserving regular processes across your customer base much easier.

Snapshots can be an important possession to agencies taking care of numerous accounts concurrently. By establishing the perfect account framework as soon as and waiting as a snapshot for use later with new customers, snapshots help firms minimize onboarding times by up to half faster. A 2025 study demonstrates how snapshots aid speed up the onboarding process significantly.

To develop a Snapshot, browse to your Firm Control panel and pick the sub-account you want to capture. From there, select what components must be included (funnels, calendars, workflows, site templates, personalized values and so forth) prior to offering it a name and clicking “Save”.

As soon as your snapshot prepares to utilize, browse to the Account Manager of the account or sub-account in which it needs to be applied and select it there (either simultaneously or element by component).

As a GoHighLevel reseller or marketing firm, making use of snapshots can significantly boost productivity and make sure a much more standardized account arrangement process. By making it less complicated to reproduce campaigns, funnels and automation plans swiftly, snapshots assist range faster while enhancing revenue streams.

Carrying out and utilizing snapshots has lots of benefits that are vital to organization success:.

Eliminate repetitive arrangement tasks

Snapshots make it basic and effective to duplicate and reuse existing funnels, automations and configurations that have actually proven themselves beneficial to other clients – saving you time, facilitating quicker client onboarding times and creating an even more productive working environment by eliminating the requirement to transform the wheel each time a brand-new customer shows up.

Snapshots make sharing setups and campaigns with others within your company less complicated than ever, whether through one-time link sent using e-mail to employee or completely shared via account accessibility. Moreover, snapshots additionally enable you to restrict their import right into particular subaccounts if desired.

Beginning by logging into your HighLevel agency view and browsing to the “Account Snapshots” area. Right here, you can develop a snapshot by clicking the green “Create New Snapshot” button, getting in a name for it, selecting its resource account( s) and choosing exactly how it will be copied; make certain to pick something detailed yet easy-to-recall so it will enter into your portfolio of details in time.

Customize the settings for the snapshot by picking alternatives that ideal fulfill the requirements of your customer, for instance if they are real estate customers you may wish to include:

Finally, you can customize custom-made areas to gather details that’s one-of-a-kind per customer. When satisfied with the outcome, just press the “Conserve” button to save adjustments and use them across all customers.

As snapshots are an indispensable device for the success of GoHighLevel individuals, making them essential for marketing firms and SaaS resellers alike. If you have not utilized them already, give it a try and see just how it can improve workflows while generating extra excellent results for clients.