If you’ve ever wished you could copy an entire GoHighLevel setup—including funnels, automations, workflows, calendars, forms, and pipelines—with just a few clicks, you’re going to love snapshots.
Snapshots are one of GoHighLevel’s most powerful features, especially for agencies, course creators, and SaaS providers who need to duplicate systems efficiently.
In this post, I’ll break down what snapshots are, how they work, and how you can use them to scale faster, deliver services more efficiently, or sell systems as a product.
What Is a Snapshot in GoHighLevel? A snapshot is a bundled package of assets inside a GoHighLevel sub-account. It can include:
Funnels and websites
Email and SMS automations
Workflows
Forms and surveys
Calendars
Pipeline stages
Tags, custom fields, triggers
Even email templates, settings, and custom values
When you import a snapshot into another sub-account, it brings in all of these elements instantly—saving you hours of manual work.
When Should You Use a Snapshot?
✅ Client Onboarding: Set up new clients with pre-built funnels and workflows
✅ Scaling Offers: Use snapshots to duplicate successful campaigns across niches
✅ Selling Systems: Package your systems as a snapshot and resell as a digital product or bonus
✅ Team Collaboration: Share working setups with team members or contractors
How to Create a Snapshot in GoHighLevel
Log into your GHL agency dashboard
Go to “Accounts” and click on any sub-account you want to use
Click the dropdown arrow > “Create Snapshot”
Select the elements you want to include
Name and save your snapshot
You can then go to Settings > Snapshots to manage, export, or import them later.
How to Import a Snapshot
Go to the agency dashboard > Settings > Snapshots
Click “Import Snapshot” and paste the import link
Choose the target sub-account where it should be applied
Review what will be overwritten or duplicated
💡 Note: Importing a snapshot won’t delete existing content, but it can overwrite settings, so review carefully.
Tips for Using Snapshots the Smart Way
📌 Build a clean “master account” where you manage all templates and updates
📌 Only include essential assets—remove test workflows or incomplete funnels
📌 Use naming conventions so your imported assets stay organized
📌 Regularly update your master snapshot as your systems improve
Snapshots save you time, reduce setup friction, and let you scale services with precision. Whether you’re onboarding clients faster or selling plug-and-play systems, they’re one of the most underrated features in GoHighLevel.
📌 Want help creating or customizing a master snapshot for your niche or agency?
📌 [Send a message here]
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