GoHighLevel Snapshots: What They Are and When to Use Them
If you set up GoHighLevel for more than one business, you will quickly hear about snapshots. A snapshot lets you copy a complete account setup into another account in minutes. Here is what that means in practice.
What a snapshot is
A snapshot is a saved copy of a sub-account's setup. You can load it into another sub-account, and the setup appears there ready to adjust.
What it usually includes
- Pipelines and stages
- Workflows and automations
- Calendars, forms and surveys
- Funnels and websites
- Email and SMS templates
- Custom fields, custom values and tags
What it does not include
Snapshots copy the setup, not the private data. Contacts, conversations and similar customer data are not part of a snapshot. Phone numbers, connected accounts and some integrations also need to be set up again in each new account.
When snapshots are worth it
- Agencies with a niche: if you serve many dental clinics or many real estate teams, one strong snapshot saves days on every new client.
- Businesses with several locations: each location gets the same proven setup.
- Selling templates: some agencies share snapshots as part of their offer.
Tips for a good snapshot
- Build it in a clean test account, not a live client account.
- Use custom values for names, links and phone numbers, so each new account can be updated in one place.
- Name everything clearly, so the next person understands it.
- Write a short setup guide for the steps that are not copied, such as phone numbers and integrations.
- Test it by loading it into a fresh account and running every workflow.
Updating snapshots
When you improve your setup, update the snapshot and push the changes carefully. Check what will be overwritten before you update a live account.
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