Snapshots · Updated 2026-09-04
GoHighLevel snapshots: what transfers, what doesn't, and how to use them
Snapshots are reusable templates that capture selected configuration assets from a HighLevel sub-account so they can be copied into new or existing sub-accounts. Build the source account first — then snapshot it.
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Build the source account first
HighLevel's snapshots overview (help article 48000982511) is structured around capturing an existing sub-account — not assembling a blank template from a picker. Polish pipelines, funnels, workflows, and fields in a source account, then snapshot that working system.
On the pricing page FAQ, HighLevel also frames a Snapshot library of pre-built accounts for industries (examples named: Real Estate, Dentists, Gyms) as an onboarding accelerator — not a separately sold SKU on the pricing table.
What transfers
Configuration and selected reusable assets. Some copied assets may require connected integrations, approvals, or post-load configuration.
- Workflows/Triggers
- Agent Studio
- Brand Voice
- Conversation AI
- Funnels
- Forms
- Email templates
- Blogs
- Campaigns
- Social planner content
- Pipelines
- Custom fields/objects
- Tags
- Service categories
- Resources
- Calendars/add-ons
- Dashboards/custom reports/metrics
- WhatsApp templates
- Documents
- Knowledge bases
What does not transfer
Snapshots are designed to transfer configuration — not live account activity or customer records.
- Contacts
- Appointments
- Conversation history
- Messages
- Reputation data
- Stripe connections
- Third-party integrations
- Private dashboards
- WordPress licenses (require re-auth)
Six share-link types
HighLevel documents generating different share link types, including:
- Reusable
- One-time
- Agency-restricted
- Sub-account restricted
- Marketplace-related
Marketplace vs custom snapshots
Official Marketplace listings are reachable at marketplace.gohighlevel.com and in-app via Settings → App Marketplace. Custom snapshots are built from your own source sub-account.
Independent snapshot sellers outside the official marketplace are described by third-party sources — that ecosystem detail is not a HighLevel first-party claim. Prefer GHL docs and the official marketplace for anything you ship to clients.
Hub: /ghl-for-agencies · CTA: /start-agency
Frequently asked questions
What are GoHighLevel snapshots?
Snapshots are reusable templates that capture selected configuration assets from a HighLevel sub-account so they can be copied into new or existing sub-accounts.
What does a snapshot transfer?
Configuration assets such as workflows, funnels, forms, email templates, pipelines, custom fields, calendars, dashboards, and related reusable assets. Some copied assets may require connected integrations, approvals, or post-load configuration.
What does a snapshot not transfer?
Snapshots transfer configuration, not live account activity or customer records. Explicit exclusions include contacts, appointments, conversation history, messages, reputation data, Stripe connections, third-party integrations, private dashboards, and WordPress licenses that require re-auth.
How do you create a useful snapshot?
Build and polish a source sub-account first, then snapshot it. Snapshots are not assembled from a blank template picker — the source account is the template.
What share-link types exist for snapshots?
HighLevel documents six share-link types: reusable, one-time, email, agency-restricted, sub-account restricted, and Marketplace-related share links.
Build one source account in the trial
Snapshot after the workflow works — not before. Reuse beats reinventing every client setup.
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