GoHighLevel Snapshots let you save your entire agency setup — all your workflows, funnels, pipelines, and automations — and deploy it to any new client account in under 10 minutes.
What Snapshots Do
A Snapshot is a complete copy of a GHL sub-account setup that you can deploy to any new client instantly. Everything you built once gets reused forever.
All your lead follow-up sequences, appointment reminders, review requests, and nurture campaigns — saved and deployable in one click.
Your lead capture pages, booking funnels, and thank-you pages — pre-built and ready to customize with the client's branding.
Your deal pipeline structure — stages, labels, and automation triggers — ready to go for every new client without rebuilding from scratch.
Contact fields, tags, and segmentation logic — the infrastructure that makes your automation work — all included in the snapshot.
How to Use Them
Create a sub-account and build your complete standard client setup — all workflows, funnels, pipelines, and automations. This is your master template.
Go to Agency Settings → Snapshots → Create Snapshot. Select the sub-account and choose which elements to include. Name it and save.
When onboarding a new client, create their sub-account and apply your snapshot. Everything from your template deploys instantly — workflows, funnels, pipelines, all of it.
Update the client's business name, logo, contact info, and any client-specific details. The structure is done — you're just personalizing.
As you improve your standard setup, update your master template and create a new snapshot version. Every future client gets your best current setup.
Who Benefits Most
GoHighLevel Snapshots are available on all plans. Build your standard client setup once — deploy it to every new client in under 10 minutes.
⚡ Extended 30-day trial — no charge until day 31FAQ