I Didn’t Understand GoHighLevel Snapshots — Until I Built One in 30 Minutes

When I first opened GoHighLevel, Snapshots felt like some mysterious vault only agency wizards had access to. But the truth? They’re just plug-and-play business systems — and if you’re building funnels, automation, and pipelines, you want to learn how to use them.

What Is a Snapshot?

Think of a Snapshot as a “starter kit” for a business system.

It bundles up:

• Funnels
• Workflows
• Calendars
• Pipelines
• Custom fields
• Even email templates into one shareable, reusable package.

You can create your own — or import someone else’s — and have an entire business system up and running in minutes.

What You’ll Need to Follow Along

• A GoHighLevel Agency account
• A sub-account/client location to test in
• 30 minutes (no cap)
• A cup of coffee and minimal distractions

Step-by-Step: How to Build and Use Your First Snapshot

Step 1: Understand the Structure

A Snapshot is NOT a “backup.” It’s more like a blueprint that saves all the key pieces of a setup — and lets you deploy that blueprint again and again.

Examples:

• Do a funnel + email sequence for real estate agents? Save it as a Snapshot.
• Have a client onboarding workflow + calendar for your service biz? Snapshot it.
• Building a lead gen system for coaches?

You can now reuse or sell it.

Step 2: Go to the Agency View → Snapshots → “+ Create New”

• Head to the top left dropdown in GHL
• Choose “Agency View”
• Go to the “Snapshots” section
• Click “Create New Snapshot”

Name it something like “Basic Coaching Funnel Snapshot” or “Lead Gen Snapshot V1”. Be clear and specific. You’ll thank yourself later when you have 14 of them.

Step 3: Select the Location to Pull From

This is where you “clone” a setup you already have.

• Choose the client location or test account that has all the funnels, workflows, etc.
• GHL will scan it and ask what you want to include

Select:

• Funnels
• Workflows
• Calendars
• Pipelines
• Email templates
• Custom fields
• Tags

You can leave out the stuff you don’t need — don’t overcomplicate it.

Step 4: Click “Create Snapshot” and Let It Cook

It takes a few seconds to build. GHL will show a status bar while it’s generating your bundle.

Now your snapshot is ready to:

• Use on new sub-accounts
• Sell/share with others
• Save you from redoing work 10x over

Step 5: Import Your Snapshot Into a New Sub-Account

Let’s test it out.

• Go to “Accounts” → Choose a sub-account
• Click “Actions” → “Import Snapshot”
• Choose your freshly baked Snapshot

Your entire funnel/workflow/pipeline system is now LIVE in the new location.