How to Create a Snapshot in HighLevel

Snapshots are one of HighLevel's most powerful features. They let you package an entire sub-account — workflows, funnels, templates, everything — and deploy it to new clients instantly.

What's in a Snapshot?

A snapshot captures:

• Workflows/Automations — All your triggers and actions
• Funnels & Websites — Pages you've built
• Email Templates — Your message templates
• Calendars — Booking configurations
• Custom Fields & Values — Your data structure (and a great reason to use custom values — fill them in once per location and every template updates automatically)
• Pipelines — Sales stages and opportunities
• Forms & Surveys — Lead capture setups

How to Create a Snapshot

Step 1: Go to Agency Level

Navigate to the Agency dashboard (not a sub-account).

Step 2: Click "Create New Snapshot"

Find the Snapshots section and click the create button.

Step 3: Name Your Snapshot

Give it a descriptive name like "Dental Practice Starter" or "Real Estate Agent v2."

Step 4: Select the Source Sub-Account

Choose which sub-account to copy from.

Step 5: Save and Wait

Hit save. HighLevel will package everything. This can take a few minutes depending on how much content is in the account.

Best Practices

• Create snapshots from a "master" account — Keep one clean sub-account just for snapshot creation
• Version your snapshots — Add dates or version numbers to names
• Document what's included — Keep notes on what the snapshot contains
• Test before deploying — Load the snapshot into a test account first

Use Cases

• Onboarding new clients — Deploy a ready-to-go setup
• Industry templates — Dental, real estate, fitness, etc.
• Selling snapshots — Package your expertise as a product

See Also

• HighLevel — Platform overview