The short answer
A GoHighLevel snapshot is a saved template of a sub-account's setup, covering workflows, funnels, websites, calendars, forms, email templates, custom fields, custom values, pipelines, dashboards and more, that an agency can load into a new or existing sub-account. It copies configuration, not customer data: contacts, appointments, conversations, reputation data, phone numbers, Stripe connections and integrations stay behind. Snapshots are an agency-level tool with no separate fee on HighLevel's pricing page, and they can be shared with other agencies through several kinds of share link.
| Plans | Agency-level tool in the agency account. HighLevel's snapshot articles list no plan restriction; creating a sub-account from a snapshot needs Agency Admin access. |
|---|---|
| Cost | No separate fee listed on HighLevel's pricing page or pricing guide. |
| Checked | 2026-09-29, against HighLevel's help center and pricing page |
What a snapshot includes
HighLevel groups snapshot assets by area. Automation covers workflows, triggers, AI agents and Conversation AI settings. Marketing covers funnels, websites, forms, email templates and blogs. CRM covers custom fields, custom values, pipelines and tags, and from September 29, 2026 also Company and Custom Object Smart Lists. Calendars and services, membership content, documents, brand settings, dashboards and custom reports, Google, LinkedIn and Meta ad campaigns, webinars and AI Studio projects can go in too. When you build a snapshot you pick which assets to include, so one well-built source account can produce several narrower snapshots for different offers.
What a snapshot leaves out
A snapshot is a template, so anything tied to a real customer or a live connection stays behind. HighLevel lists contacts, appointments, conversations and message history, reputation data, Stripe connections, integrations, assigned phone numbers, lead gen forms and private dashboards as not transferred. WordPress plugin or theme licenses that need re-authentication, WhatsApp assets not yet approved by Meta, and assets that came from another creator's protected snapshot are excluded as well. That list doubles as the onboarding checklist for every new client: add a phone number, connect Stripe, connect Google and Facebook, then publish the funnels and websites, which arrive as drafts.
Loading, refreshing and pushing updates
An agency admin can create a new sub-account straight from a snapshot, or load a snapshot into a sub-account that already exists. When you improve the source account, the Refresh option adds or removes assets in the snapshot, and each successful refresh is recorded in Version History so the team can see what changed and when. Version History is a record only: it has no restore button, and pushing the new version into client accounts is a separate step. HighLevel supports pushing snapshot updates to linked sub-accounts, which is how an agency rolls a corrected workflow out to every client instead of editing each account by hand.
Sharing snapshots with other agencies
Snapshots leave your agency through share links, and HighLevel offers several kinds: reusable, one-time, email, agency-restricted, sub-account restricted and Marketplace-related links. A one-time or restricted link fits a sale to a single buyer, because a reusable link can be passed around. If you buy a snapshot from a third party, look through its assets before importing it into a live client account. Workflows only run once published, but custom values, pipelines and forms from the snapshot will sit alongside the client's own setup, and it is easier to clean up a test account than a live one.
How agencies organize snapshots
A common pattern is one snapshot per niche, for example dental, roofing or med spa, each with its own funnel, calendar, pipeline, follow-up workflows and review request. Custom values travel with the snapshot, so templates can reference placeholders like the business name, phone number and booking link, and a new client only fills in their own details once. On Agency Pro, SaaS plans can include a snapshot, so a client who buys a subscription receives a ready-made account automatically. Keep the source account for each snapshot clean and separate from real client data, since that is what every refresh copies.
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