GoHighLevel snapshot questions

A snapshot is a saved copy of the structure of a sub-account: funnels, websites, workflows, pipelines, calendars, forms, surveys, triggers, custom fields, custom values and message templates. Importing one recreates all of that in another sub-account in a few minutes. It is the closest thing HighLevel has to a project template.

No. This is the single most common misunderstanding. A snapshot moves structure only. Contacts, opportunities, conversations, call recordings, payments and appointment history all stay behind. If you need those, you export and import them separately.

A template is one asset, usually a funnel or an email. A snapshot is the whole account structure with the connections between assets intact, so a form still feeds the right workflow and the workflow still moves the right pipeline stage. Buying templates leaves you wiring them together; buying a snapshot does not.

To import and manage snapshots across sub-accounts, yes, you need agency level access. A single sub-account user can receive a shared snapshot link but cannot create or manage a snapshot library.

Kits are priced on a published ladder from $875 to $2,395, and every rung ends in a five so you can see which one a kit sits on. Where it lands is set by the build: a salon kit is booking, deposits and rebooking, a mortgage kit carries a milestone pipeline, a rate watch and lending compliance wording. The all-access bundle covers all 19 kits and every future release for one payment. Full detail is on the pricing page.

One time. You buy the kit, you keep the kit, and updates for the first twelve months are included. There is no recurring licence and nothing stops working if you never buy anything else.

Yes, for accounts you own or manage as an agency. What you cannot do is resell or redistribute the snapshot itself as a product. The full terms are on the terms page.

We do not. All sales are final: a kit is non-refundable once the order is created and the share link has been sent, because a snapshot cannot be returned once it is in your library. That is why the policy is on every kit page and in the order summary rather than only in the terms, and why we would rather you booked a call and asked first.

From the agency view, open Account Snapshots, choose the snapshot, then load it into the sub-account you want. Our kits arrive as a share link, so you click it once from your agency login and the snapshot appears in your own library ready to load.

The import itself is usually under fifteen minutes. Configuring it for a specific business, which means domains, calendars, numbers and the custom values, is another one to three hours. Every kit ships with the checklist of what to change.

Yes. Once loaded, every workflow, funnel, form and template is a normal asset in your sub-account and there is no lock of any kind. Most buyers change roughly a fifth of the copy and leave the structure alone.

Not automatically, and you would not want them to. Pushing an update overwrites customisation. When we release an update you get the new version plus a change list, so you can apply only the parts you want.

Nine times out of ten it is a permissions issue on the agency account or a sub-account that is still provisioning. Send us the error and we will look at it the same business day; support on our kits does not expire.

Yes. On white-label work nothing carries our name, we do not contact your clients, and the documentation we produce lives in your workspace.

Seven business days for a standard done-for-you setup, from the scoping call to the training session. A2P approval sits outside that window because carrier review time is not ours to control.

Yes, and it is a large share of what we do. It starts with an audit, because repairing what is already broken usually beats adding more on top.