GoHighLevel Snapshots Explained (2026)
What snapshots are, what they include, how to create and deploy them, and how they turn a 2-day client setup into 30 minutes.
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Last updated: June 2026 · Written by the CRMReviews team
Snapshots are GoHighLevel's secret weapon for scaling. A snapshot captures an entire account setup - funnels, workflows, pipelines, templates and more - and lets you deploy it into a new client account in minutes. Done right, it turns a two-day onboarding into a 30-minute one. This guide explains what snapshots are, what they include, and exactly how to create and use them.
Key takeaways
- A snapshot is a reusable template of an entire GoHighLevel sub-account setup.
- It captures funnels, workflows, pipelines, calendars, templates and settings - but not live data like contacts.
- Snapshots turn an 8-20 hour client setup into 15-30 minutes.
- You build a master account per niche, snapshot it, and deploy to new clients.
- They're essential for agencies and SaaS Mode - new accounts launch ready to go.
What is a GoHighLevel snapshot?
A snapshot is a pre-built sub-account template. It captures every workflow, pipeline, funnel page, email template, calendar, custom field and setting from one sub-account and packages it for instant deployment into any new sub-account. Think of it as a blueprint of a complete setup that you can clone again and again. See our GoHighLevel review and features guide for the wider platform.
What snapshots include - and exclude
| Included | Excluded |
|---|---|
| Workflows & automations | Contacts |
| Pipelines & opportunity stages | Conversation history |
| Funnels, websites, forms, surveys | Campaign data |
| Email & SMS templates | Call recordings |
| Calendars, custom fields, values | Reputation reviews |
| Trigger links, tags, products, memberships | Payment history & live data |
In short, snapshots copy the setup, not the live data - which is exactly what you want when cloning to a fresh account.
Why snapshots matter
The benefit is time. A full agency setup is 8 to 20 hours of repetitive configuration per client. With a well-built snapshot, that same setup takes 15 to 30 minutes - GoHighLevel creates the account and imports the snapshot simultaneously, so when you open the new sub-account, everything is already there. That's the difference between onboarding clients one at a time and scaling to dozens.
How to create a snapshot
1 Build a master account
Set up a "master" sub-account for each niche you serve, building all your funnels, workflows, pipelines, templates and automations there. This is your template you continuously improve.
2 Create the snapshot
Go to Settings → Company → Snapshots, click Create New Snapshot, and select which sub-account to snapshot from.
3 Choose assets
Select all assets to include everything, or expand each category to pick individually, then save.
How to use snapshots with new accounts
When you create a new sub-account, you choose a snapshot to load with it. GoHighLevel creates the account and imports the snapshot at the same time, so all your workflows, funnels, pipelines and templates are ready the moment it opens. For agencies and SaaS Mode, this is what makes one-click client onboarding possible - see our agency guide.
Snapshots and SaaS Mode together
Snapshots and SaaS Mode are a powerful pair. SaaS Mode lets you sell GoHighLevel as your own software and automate sub-account creation; snapshots ensure every new account launches fully built. Together they let you onboard a paying client in minutes - see GoHighLevel SaaS Mode.
Frequently asked questions
What is a GoHighLevel snapshot?
A reusable template of an entire sub-account setup - funnels, workflows, pipelines, templates and settings - that you can deploy into new sub-accounts instantly.
What do snapshots include?
Workflows, automations, pipelines, funnels, websites, forms, email and SMS templates, calendars, custom fields, tags, products and memberships - the setup, not live data.
What do snapshots not include?
Contacts, conversation history, campaign data, call recordings, reviews, payment history and anything tied to live data.
How much time do snapshots save?
A lot - they turn an 8-20 hour client setup into 15-30 minutes by deploying a proven configuration in one step.
How do I create a snapshot?
Build a master sub-account, then go to Settings → Company → Snapshots, click Create New Snapshot, choose the source account and select the assets to include.
Scale with snapshots
GoHighLevel snapshots let you deploy a proven setup to new clients in minutes - perfect for agencies and SaaS. Try GoHighLevel free for 14 days.
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