Does a snapshot include contacts?

No. Snapshots carry the build, not the business's customers, conversations or phone numbers.

How do I import a snapshot?

Open the snapshot share link while signed into your agency account, import it, then load it into a new or existing sub-account from the Account Snapshots area.

Are snapshots safe to install?

Only install snapshots from people you trust, and load them into a test sub-account first. Loading into an existing account can overwrite items with the same name.

GoHighLevel

GoHighLevel snapshots for local SaaS

A snapshot means you don't rebuild the same setup for every client. This page covers what a snapshot is, how to import one, what to check first, and how I set up the systems I use with local businesses.

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What a snapshot is

A snapshot is a saved copy of a sub-account's build: funnels, websites, workflows, pipelines, calendars, forms and custom fields. It does not include contacts, conversations or phone numbers.

How to import one

Open the snapshot share link while signed into your agency account.
Import it into your agency's snapshot list.
Create a test sub-account and load the snapshot there first.
Swap in the business's name, logo, links and calendar before going live.

Check before you install

Who made it, and can you ask them questions?
Loading into an existing account can overwrite items with the same name.
Workflows may send texts and emails, which use wallet credits.
Turn workflows on one at a time after you've tested them.

Setup guides

Review Card Method

Pipeline, review-request workflow, QR or NFC card and Google review link.

AI Employee

Conversation AI, knowledge base, booking and handoff rules.

These are setup guides, not downloads, so you understand every piece you hand a client. Want help? Book a free intro call.

Common questions

What is a GoHighLevel snapshot?: A snapshot is a saved copy of a sub-account's setup: funnels, websites, workflows, pipelines, calendars, forms and custom fields. You can load it into a new sub-account instead of building from scratch.
Does a snapshot include contacts?: No. Snapshots carry the build, not the business's customers, conversations or phone numbers.
How do I import a snapshot?: Open the snapshot share link while signed into your agency account, import it, then load it into a new or existing sub-account from the Account Snapshots area.
Are snapshots safe to install?: Only install snapshots from people you trust, and load them into a test sub-account first. Loading into an existing account can overwrite items with the same name.