Creating New Snapshots in GoHighLevel: Your Step-by-Step Guide

To create new snapshots in GoHighLevel, go to Agency View → Account Snapshots. Click + Create New Snapshot, name it, select a source sub-account, then choose the assets to include. This process typically takes 5-10 minutes.

• ✓Snapshots save significant time by templating entire sub-account configurations for rapid deployment.
• ✓Always build your desired setup within a fully configured sub-account first, then capture it as a snapshot.
• ✓You have full control to include all eligible assets or selectively choose specific elements like workflows, funnels, or custom fields.
• ✓Snapshots are reusable across unlimited sub-accounts and can be updated later using the Refresh option.
• ✓Understand precisely what's included (e.g., workflows, funnels) and excluded (e.g., contacts, integrations) before creating a snapshot.

Why Create New Snapshots in GoHighLevel?

GoHighLevel snapshots are powerful tools for agencies and businesses. They allow you to save entire sub-account configurations as reusable templates. This means you can quickly deploy complex setups without rebuilding them from scratch every time. Using snapshots dramatically cuts down on setup time for new clients or business verticals. You ensure consistency across all your accounts, maintaining a high standard of service. Snapshots are also fundamental for GoHighLevel SaaS offers, enabling you to provide pre-built account templates to your subscribers.

How Do You Create a New Snapshot?

Creating a snapshot involves selecting a fully configured sub-account and choosing which assets you want to template. Follow these steps to build your first reusable snapshot.

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Access Your Agency Dashboard — Ensure you are logged into your GoHighLevel account. Navigate to the Agency View dashboard to begin the snapshot creation process.

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Navigate to Account Snapshots — From the left-hand navigation menu within your Agency View, click on Account Snapshots. This action will take you to the page where you manage all your existing and new snapshots.

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Initiate New Snapshot Creation — Locate and click the blue + Create New Snapshot button, typically found in the top right corner of the screen. A new window or modal will appear, prompting you to configure your snapshot.

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Name Your Snapshot and Select Source — First, enter a descriptive name for your snapshot in the provided field, such as 'Spa Funnel Setup' or 'Real Estate CRM'. Next, choose the specific sub-account you wish to capture assets from using the dropdown menu. This sub-account should contain all the pre-built funnels, workflows, and other elements you intend to template.

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Select Specific Assets to Include — Review the comprehensive list of available asset categories from your chosen sub-account. You can either click Select All to include every eligible item or expand each category using the + icon to meticulously choose individual assets.

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Configure Marketing Assets — Expand the Marketing Assets section to handpick specific components. This includes crucial items like Funnels, Websites, Forms, Surveys, Email Templates, and SMS & Email Templates. Ensure all relevant marketing collateral is selected for your snapshot.

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Include CRM and Communication Settings — Navigate to sections such as Workflows, Calendars, Custom Fields, Custom Values, and Pipelines. Select the necessary automation, scheduling, data structures, and sales process stages to be included in your template.

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Add LinkedIn Ad Campaigns (Optional) — If your source sub-account includes pre-configured LinkedIn campaign structures, expand Marketing Assets → Ad Campaigns – LinkedIn. You can select individual campaigns or choose Select All to capture the full hierarchy of Campaign Groups, Campaigns, and Ads.

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Review and Create Snapshot — Carefully review your selected assets to confirm everything you need is included. Once you are satisfied with your selections, click the Create button at the bottom of the configuration window. GoHighLevel will then begin processing your request, which may take a few moments depending on the size and complexity of your snapshot.

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What's Included and Excluded in a Snapshot?

Understanding what GoHighLevel snapshots capture and what they intentionally leave out is crucial for effective templating. This ensures you build and deploy your sub-accounts correctly.

What's Included in a Snapshot?

Snapshots are designed to capture the structural and functional elements of your GoHighLevel account. This allows for consistent deployment of your business logic and marketing assets.

What's Excluded from a Snapshot?

Snapshots are designed to be templates, not data backups. Therefore, they intentionally exclude sensitive, client-specific, or dynamic data to keep your templates clean and universally applicable.

Managing Your Snapshots: Refreshing and Reusing

Once created, your snapshots are not static. GoHighLevel provides tools to update them and apply them repeatedly, maximizing their utility for your agency.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Not building a complete, fully tested sub-account *before* attempting to create the snapshot.
• →Forgetting to manually select specific asset categories, leading to incomplete or partially configured snapshots.
• →Confusing what's included (workflows, funnels) versus what's intentionally excluded (contacts, integrations, payment gateways).
• →Attempting to create a snapshot from a blank or empty sub-account, resulting in an empty template.
• →Not regularly refreshing existing snapshots to incorporate new updates, GoHighLevel features, or improvements made to your master template.

Frequently Asked Questions

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