Step-by-Step Guide to Creating GoHighLevel Snapshots
Think of this as your “template library” for repeatable SaaS delivery.
TLDR:
Creating snapshots in GoHighLevel is simple: build a master account, capture all assets, and deploy to clients. No coding required, fully compatible with SaaS-mode pricing tiers.
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Step 1: Build a Master Subaccount
Include:
- Funnels and landing pages
- CRM pipelines and workflows
- Email/SMS templates
- Calendars, forms, and surveys
- Memberships or digital product setups
Think of this as your “template library” for repeatable SaaS delivery.
Step 2: Create a Snapshot
- Navigate to Agency Dashboard > Settings > Snapshots
- Click “Create New Snapshot”
- Select source subaccount and assets to include
Snapshots preserve automation, messaging, and structure without copying client data or integrations.
Step 3: Deploy to New Accounts
- Open target subaccount
- Load snapshot with a single click
- Optionally, generate shareable links for other agencies or clients
Snapshots reduce setup time from days to minutes, letting you onboard more clients faster.
📘 Full pillar post for context