A GoHighLevel snapshot is a saved copy of a sub-account's setup that you can load into other accounts. HighLevel describes snapshots as "reusable templates that capture selected configuration assets," including funnels, websites, workflows, pipelines, calendars, forms, custom fields and even AI agents. They do not copy contacts, conversations, integrations or phone numbers.
Snapshots are how agencies launch a new client in minutes, and alongside HighLevel's built-in Template Library they are where most people get ready-made website, funnel and workflow templates. You can import them from a share link, buy or download them on the HighLevel App Marketplace, or build and sell your own.
This guide covers what snapshots copy and leave behind, how to import, load and share them, where templates come from, and the quality checks to run before a snapshot touches real customers.
What Is a GoHighLevel Snapshot?
Think of a snapshot as a template of a whole business setup, not just a page. You build a sub-account the way you want it, then create a snapshot from it in Agency View > Account Snapshots. Every new client in the same niche can then start from that setup instead of from a blank account.
A typical niche snapshot for a dental practice might include a website, a new-patient funnel, a booking calendar, a pipeline from enquiry to booked visit, reminder and no-show workflows, a review request campaign and the custom fields the practice needs. HighLevel's own pricing FAQ mentions a snapshot library of pre-built accounts for industries such as real estate, dentists and gyms.
In This Article
- What Is a GoHighLevel Snapshot?
- What Snapshots Copy and What They Leave Behind
- How to Import a GoHighLevel Snapshot
- How to Create and Share Your Own Snapshot
- The GoHighLevel Marketplace and Paid Snapshots
- GoHighLevel Website and Funnel Templates
- AI Employee Snapshots: Packaging AI Agents
- Quality Checks Before You Use Any Snapshot
- Common Snapshot Mistakes
- Snapshots and Your Plan
- Our Verdict
- Frequently Asked Questions
What Snapshots Copy and What They Leave Behind
HighLevel's help center lists a wide range of assets a snapshot can carry, depending on what exists in the source account and what you select:
| Category | Assets a Snapshot Can Include |
|---|---|
| Marketing and content | Funnels and websites, forms, surveys, quizzes, email templates, blogs, campaigns |
| CRM and data structure | Custom fields, custom objects, custom values, pipelines, tags, smart lists |
| AI and automation | Workflows, triggers, Agent Studio, Conversation AI, Voice AI agents |
| Calendars | Calendars, calendar groups, services |
| Reporting | Custom metrics, custom reports, dashboards |
| Other | Ad campaigns, memberships, webinars, documents and contracts, knowledge bases, review settings, WhatsApp templates, WordPress sites |
And what they do not copy:
| Not Included | What to Do Instead |
|---|---|
| Contacts, appointments and conversations | Import client data separately |
| Reputation data and live activity | Starts fresh in each account |
| Integrations and Stripe connections | Reconnect in each sub-account |
| Phone numbers assigned to Voice AI agents | Assign a number after loading |
| Contact-to-contact associations | Rebuild if needed |
Key Takeaway
Snapshots move setup, not data. Plan every client launch as "load the snapshot, then connect the accounts and import the data."
How to Import a GoHighLevel Snapshot
Importing and loading are two separate steps, and confusing them is the most common beginner mistake. HighLevel's help center is explicit: "Importing does not automatically place Snapshot assets inside a client account." Importing adds the snapshot to your agency library. Loading applies it to a sub-account.
Step 1: Import the Snapshot Into Your Agency
- 1Sign in to the agency account where the snapshot should be stored
- 2Open the snapshot share link in the same browser
- 3Review the import pop-up and rename the snapshot if you want
- 4Click Import Now
- 5Wait until the snapshot is no longer greyed out before using it
If you received an email invitation instead, open the import link from the email and follow the same steps. If the link is expired, used up or restricted, ask the sender for a new one, since retrying will not help. You also need the "Share/Import Snapshots" permission on your user.
Step 2: Load It Into a Sub-Account
- 1In Agency View, open the sub-account's menu and choose Manage Client
- 2Click Actions, then Load Snapshot
- 3Choose the imported snapshot
- 4Select only the assets you need
- 5Review the detected conflicts with existing assets and confirm
Watch Out
Loading into a live account can clash with what is already there. Always review the conflict screen, and load first into a test sub-account so you can see exactly what arrives.
How to Create and Share Your Own Snapshot
Build the setup in a clean source sub-account, then create the snapshot from Agency View > Account Snapshots. To share it:
- 1Go to Account Snapshots > My Snapshots
- 2Open the snapshot's menu and choose Share Snapshot
- 3Pick a share link type
- 4Optionally turn on Assets Protected
- 5Click Get Link and send the link to the recipient
HighLevel offers six kinds of share link:
| Link Type | Who Can Import | Best For |
|---|---|---|
| Permanent link | Anyone with the active link | Repeated imports, such as a free giveaway |
| One-time link | Anyone, until one import completes | A single customer or partner |
| Email link | The intended email recipient | Private one-off delivery |
| Agency-restricted link | Only specified agencies | Approved partner agencies |
| Sub-account restricted link | One designated sub-account | Delivering to a single client location |
| Marketplace share link | Eligible marketplace buyers | Selling on the App Marketplace, with protection applied |
Updating a Snapshot After Changes
Snapshots do not update themselves. When you improve the source account, refresh the snapshot before sharing it again. Inside your own agency you can then use Push Updates to send selected refreshed assets to linked sub-accounts. External agencies do not receive updates automatically; they need to import the updated snapshot.
The GoHighLevel Marketplace and Paid Snapshots
The HighLevel App Marketplace at marketplace.gohighlevel.com is mainly a store for apps and integrations, and HighLevel claims more than 1,500 apps are available there. Snapshots are sold through it as snapshot apps.
According to HighLevel's help center on selling snapshots:
- Listings can be free, freemium or paid.
- Paid listings can charge one time, monthly or yearly.
- Each app holds one snapshot, so different snapshots at different prices need separate apps.
- Sellers can charge agencies directly or charge sub-accounts each time the snapshot is pushed.
- HighLevel reviews each listing for white-label compatibility, which it says takes 7 to 10 days.
- Marketplace share links apply IP protection, and buyers "CANNOT repackage or resell" the assets.
Outside the marketplace, many agencies, coaches and community members sell or give away snapshots directly as share links. Those are not reviewed by HighLevel, so the quality checks below matter even more.
Free vs Paid Snapshots
| Free Snapshots | Paid Snapshots | |
|---|---|---|
| Typical source | Creators, communities, lead magnets | Marketplace sellers, niche agencies |
| Typical contents | A funnel or a few workflows | A full niche account: site, funnels, workflows, AI agents, pipelines |
| Updates | Rare | Sometimes included, depending on the seller |
| Protection | Usually unprotected | Marketplace listings are IP-protected |
| Main risk | Outdated or untested automations | Paying for generic content you could build quickly |
GoHighLevel Website and Funnel Templates
Not every template is a full snapshot. When you only need pages, you have three options:
- The built-in Template Library. HighLevel's help center describes it as "a collection of professionally designed templates for websites, funnels, social media posts, email campaigns," and it also covers documents and contracts, forms and surveys, and more than 80 Ads Manager ad templates. There is no extra fee. In a sub-account you go to Sites > Funnels, click New Funnel and choose "Go to Template Library."
- AI-built pages. HighLevel lists Funnel and Website AI, which can draft a page or funnel for you and is listed as free in its AI pricing.
- Snapshots with only funnels and websites. You can import a snapshot and load just the funnel and website assets, leaving workflows and pipelines out.
| Template Source | Best For | Cost |
|---|---|---|
| Template Library | Single pages, funnels, emails, social posts, ads | Included |
| Funnel and Website AI | A fast first draft of a page or funnel | Listed as free |
| Snapshot (pages only) | A complete niche site and funnel set | Free or paid, depending on the creator |
| Full snapshot | A whole client account, including automations | Free or paid, depending on the creator |
Agencies can also add their own designs to the Template Library so clients see them, a feature HighLevel says needs the $497 plan or higher. Agency admins switch template visibility on for clients in Agency Settings > Company.
For workflow templates, HighLevel has a separate workflow template library, and snapshots remain the cleanest way to move a complete automation (workflows, triggers and the custom fields they depend on) between accounts.
AI Employee Snapshots: Packaging AI Agents
The search "snapshots AI employee GoHighLevel" reflects the newest use of snapshots: packaging AI Employee agents so a tested AI receptionist, chat agent or review responder can be loaded into every new client. HighLevel's help center lists Agent Studio, Conversation AI and Voice AI agents among snapshot assets, and it has separate guides for snapshotting Voice AI agents, flow-based Voice AI agents and Managed Agents.
What an AI Snapshot Can Carry
| AI Asset | What Transfers | What You Redo After Loading |
|---|---|---|
| Voice AI agents (prompt-based) | Agents and their configuration, custom prompts and settings, workflows that use Voice AI actions | Assign a phone number, adjust prompts for the business |
| Flow-based Voice AI agents | The full flow graph (nodes and branches), agent settings, connected actions, the active version | Assign an LC Phone or Twilio number, re-point steps whose workflow or calendar was not included |
| Conversation AI agents | Agent setup, with the workflows, calendars and custom fields it uses if you select them | Reconnect channels, update training and goals |
| Agent Studio and Managed Agents | Flow structure, node settings, prompts and instructions, triggers, skills, connected knowledge bases, version state (Draft, Staging or Production) | Reconnect integrations and credentials, test, then publish |
| Knowledge bases | Only when selected in the asset picker | Replace business details, prices and hours |
The rule across all of HighLevel's AI snapshot articles is the same: snapshots move configuration, not live data. Contacts, call history, transcripts and conversations stay in the source account, and HighLevel's Voice AI article says assigned phone numbers are "not copied via Snapshots and must be reassigned."
Watch Out
Select every dependency when you build the snapshot. HighLevel warns that if a connected knowledge base is not selected, "the agent may load without its reference material," and flow steps pointing to missing workflows or calendars need manual fixes after loading.
How to Build an AI Employee Snapshot
- 1Build and test the agent in a dedicated template sub-account
- 2Switch to Agency View and open Account Snapshots
- 3Click Create New Snapshot and choose the template sub-account
- 4Expand Voice AI, Conversation AI or Agent Studio and tick the agents to include
- 5Also tick the knowledge bases, workflows, calendars and custom values they use
- 6Create the snapshot, then load it into a test sub-account and place test calls or chats
When you improve the agent later, refresh the snapshot and use Push Updates to send the changed agent to linked sub-accounts in your agency. HighLevel's Managed Agents article notes that external recipients "generally need an updated shared Snapshot." Assets Protected snapshots still let recipients use an imported flow-based Voice AI agent while limiting what they can edit or export.
AI Snapshots and AI Employee Billing
A snapshot carries the agent, not the AI subscription. Once loaded, the agent runs on the destination sub-account's AI billing:
| Destination Sub-Account | How the Loaded Agent Is Billed |
|---|---|
| No AI Employee plan | Pay-per-use: Voice AI per minute, Conversation AI per token |
| AI Employee Starter ($20/mo, Founder-plan agencies only) | Conversation AI and Voice AI still pay-per-use |
| AI Employee Growth ($50/mo) | 1,000 Conversation AI responses and 100 Voice AI minutes a month included |
| AI Employee Unlimited ($97/mo) | Conversation AI and Voice AI unlimited, subject to fair use |
Phone system charges apply to Voice AI calls on every plan, and HighLevel's AI pricing article says Agent Studio flow agents are pay-per-use on all plans. Prices are from HighLevel's AI Product Pricing article, modified November 10, 2026. Our GoHighLevel AI guide explains each AI tool and plan in depth.
AI Snapshots vs Marketplace AI Agent Templates
HighLevel now offers a second way to reuse agents: Conversation AI and Voice AI templates on the App Marketplace. In a sub-account you go to AI Agents, choose Conversation AI or Voice AI, click Create, then pick Marketplace Templates. HighLevel says templates can bundle the agent with its workflows, calendars, custom fields, custom values and, optionally, its knowledge base, and that both free and paid templates exist.
| AI Snapshot | Marketplace AI Agent Template | |
|---|---|---|
| Scope | Any mix of agents plus funnels, pipelines and other assets | One Conversation AI or Voice AI agent and its supporting assets |
| How you get it | Share link, your own agency library or a snapshot app | Installed from the Marketplace catalog inside a sub-account |
| Try before you install | No built-in preview | Chat preview for Conversation AI agents; not yet for Voice AI |
| Updates | Refresh and push within your agency | "Update available" label when the creator publishes a new app version |
| Best for | Launching a full niche client account with AI included | Adding one ready-made agent to an existing account |
If you buy an AI snapshot from a third party, apply the same checks as any snapshot, plus listen to test calls and read the agent's prompt and knowledge base line by line. An AI agent speaks for the business, so outdated prices or another company's details reach real customers immediately.
Quality Checks Before You Use Any Snapshot
A snapshot can send texts and emails to real people the moment its workflows are live. Run these checks on any snapshot you did not build, and on your own before a client launch:
- 1Load it into a test sub-account first, never straight into a live client
- 2List every workflow and switch off any that are published until reviewed
- 3Check every SMS and email for the creator's business name, links and phone numbers
- 4Replace custom values such as company name, address and booking links
- 5Confirm calendars, time zones and availability match the client
- 6Test each form and funnel end to end with your own contact
- 7Reconnect integrations, payments and phone numbers
- 8Review AI agent prompts and knowledge bases for wrong details
- 9Only then load the needed assets into the live sub-account
Red Flags in Paid Snapshots
- No clear list of what is included.
- Screenshots only, with no demo or walkthrough of the workflows.
- Promises of guaranteed leads, sales or "done-for-you" results.
- No information about updates or support after purchase.
- Requests to share your agency login instead of using a share link.
Common Snapshot Mistakes
- Treating import as install. Import puts it in your library; you still need to load it.
- Loading everything. Select only the assets you need to avoid clutter and conflicts.
- Forgetting the refresh. Changes to the source account are not in the snapshot until you refresh it.
- Leaving creator details behind. Old phone numbers, emails and links in templates are common.
- Ignoring texting compliance. Imported SMS campaigns still need the client's own A2P 10DLC registration for US numbers.
Snapshots and Your Plan
Snapshots are available across HighLevel's plans, but your plan limits how many client accounts you can load them into. Starter ($97 a month) includes three sub-accounts, while Unlimited ($297) and the $497 plan include unlimited sub-accounts, according to gohighlevel.com/pricing. Agencies that sell snapshot-based services to many clients usually need Unlimited or higher. See our GoHighLevel pricing guide for the full breakdown.
Our Verdict
Snapshots are one of GoHighLevel's best features for agencies and anyone running more than one account. A good snapshot turns days of setup into minutes and lets you reuse proven funnels, workflows and AI agents. The marketplace and share links make it easy to start from someone else's work too.
The risk is that a snapshot carries someone else's assumptions, links and automations into your account. Treat every snapshot as a draft: load it into a test sub-account, review every workflow and message, then go live. For agency operations beyond snapshots, read GoHighLevel for agencies and our GoHighLevel tutorial.
Try GoHighLevel Free for 14 Days
Funnels, CRM, email, SMS, calendars and client accounts in one platform built for agencies, with a free 14-day trial on any plan.
Frequently Asked Questions
What Is a Snapshot in GoHighLevel?
HighLevel defines snapshots as reusable templates that capture selected configuration assets from a sub-account, such as funnels, websites, workflows, pipelines, calendars, forms and custom fields. You build the setup once and load it into other sub-accounts.
What Does a GoHighLevel Snapshot Not Include?
Snapshots do not copy contacts, appointments, conversations, reputation data, integrations, Stripe connections or the phone numbers assigned to Voice AI agents. Those must be set up in each account.
Where Do I Find GoHighLevel Snapshots?
Snapshots are shared by link from other agencies and creators, and some are listed for sale or free on the HighLevel App Marketplace at marketplace.gohighlevel.com. HighLevel also mentions a snapshot library of pre-built industry accounts.
Are GoHighLevel Snapshots Free?
Some are. HighLevel's marketplace lets sellers list snapshot apps as free, freemium or paid, with one-time, monthly or yearly pricing. Many creators also give snapshots away as share links.
Do Snapshots Update Automatically?
No. You refresh the snapshot after changing the source sub-account. Inside your own agency you can push updates to linked sub-accounts, but external agencies must import an updated snapshot.
Can I Sell a Snapshot I Bought?
Not if it is protected. Snapshots sold through the marketplace get IP protection, and HighLevel says buyers cannot repackage or resell those assets.
Do Snapshots Include AI Agents?
Yes. HighLevel lists Agent Studio, Conversation AI and Voice AI agents among the assets a snapshot can carry, but phone numbers for Voice AI agents must be assigned after loading.
What Is a GoHighLevel AI Employee Snapshot?
It is a snapshot that packages AI Employee agents, such as a Voice AI receptionist or Conversation AI chat agent, with the knowledge bases, workflows and calendars they use, so the setup can be loaded into other sub-accounts.
Does an AI Snapshot Include the AI Employee Plan?
No. A snapshot copies configuration only. Loaded agents run on the destination sub-account's AI billing, either pay-per-use or an AI Employee plan at $20, $50 or $97 a month per sub-account, and phone charges still apply to calls.
Do Snapshots Copy Voice AI Phone Numbers and Call History?
No. HighLevel says assigned phone numbers must be reassigned in the destination account, and contacts, call history and transcripts stay in the source account.
Start Building With Snapshots
Snapshots work on every HighLevel plan. Start the 14-day free trial, load one into a test sub-account and review it before any client sees it.
Start a 14-Day GoHighLevel Trial
