Snapshot Onboarding Just Got Easier: New Guided Setup Inside GHL

GoHighLevel now offers a fully guided onboarding layer right inside the Snapshots module. If you’re brand new and haven’t created a snapshot yet, you’ll be welcomed with an interactive experience that explains exactly what to do and where to click.

This onboarding overlay walks you through the essentials: how to create a snapshot from scratch, how to import an existing one, and how to share, push, or refresh it for future use. It even includes embedded videos and direct links to help docs—all within the app.

No more tab-hopping or searching through external resources. Everything you need to understand snapshots is now built into the module itself.

This first-time experience is designed to help new users get comfortable quickly, without relying on trial and error. It’s like having a mini-coach inside your dashboard, guiding you toward your first successful snapshot build.

Once you’ve created your first Snapshot, the onboarding layer doesn’t just vanish—it transforms.

Instead of cluttering your screen, the full guide automatically collapses into a sleek, compact Help panel. You’ll still have access to all the videos and documentation, but now in a floating icon that stays out of your way. That means guidance is always available, but never in the way of your workflow.

This smart transition shows GoHighLevel’s understanding of the user journey. When you’re brand new, you need hand-holding. But once you’ve taken a few steps, you need speed and space. This update nails that balance.

And the Help panel isn’t static. You can pop it open anytime if you want a refresher—or keep it minimized if you’re good to go.

It’s a cleaner, more flexible user experience that evolves with you.

If you’ve ever tried to explain Snapshots to a new team member or client, you know how fast their eyes can glaze over. It’s one of GHL’s most powerful features—but also one of the easiest to mess up if you don’t know what you’re doing.

That’s why this new onboarding layer is such a big deal. It doesn’t just help beginners—it helps agencies scale smarter.

No more sending people to random help docs or recording your own tutorials. Now, GoHighLevel does the heavy lifting for you. The built-in guidance ensures everyone on your team (or your client’s team) can understand the core actions—without blowing up a subaccount in the process.

It also means fewer mistakes, fewer support tickets, and a much smoother first experience inside the app.

Bottom line: better onboarding equals faster wins—and this update delivers that in spades.

Let’s walk through exactly how to use the new onboarding flow inside the Snapshots module. Whether you’re launching your first client account or building a reusable system, this guide will get you up and running—fast.

• Go to the Upper left-hand sidebar, look all the way to the name of Your SubAccount

1.1 Click the name of your Subaccount

1.2 Switch to Agency View

• You’ll now be in the Agency dashboard, where you can access:
  • Agency Dashboard
  • SubAccount
  • Account Snapshot
  • and more.

2.1 Click Account Snapshot

• If this is your first time here, the new onboarding flow will launch automatically.
• You’ll see a guided layer that introduces you to the layout and basic functions. Read the prompts—they’re short, clear, and incredibly useful.
• Inside the onboarding panel, you’ll find short, to-the-point video tutorials. These cover how to create, import, push, refresh, and share snapshots—all without leaving the app.

• Click “Create Snapshot” to build from scratch, or choose “Import” if you’re uploading one from another account. Follow the on-screen steps—GHL’s UI makes it simple.

• After completing your first Snapshot, the full onboarding guide automatically collapses into a Help panel. You’ll still have access to all training content, just tucked neatly into a floating icon that won’t disrupt your workspace

This workflow ensures you’re guided when you need it—and out of the way when you don’t.

Just because it’s easy doesn’t mean you can’t get even more out of it. Here are a few ways to maximize the new onboarding feature and make your Snapshot process smoother and smarter.

Use the Help Panel Strategically
Even after the guide collapses, you can reopen the floating Help panel anytime. Bookmark it in your mind as your “Snapshot sidekick.” Got a new hire or client poking around for the first time? Point them to the panel—no need to explain things twice.

Bookmark the Videos for Team Training
Those embedded videos aren’t just helpful—they’re reusable. You can link directly to them during team onboarding or include them in your agency’s internal SOPs. It’s like having your own training course baked into the platform.

Set Up a Practice Subaccount
Want to test Snapshots without risk? Create a dummy subaccount and play around with importing, pushing, and refreshing. It’s a safe sandbox where you can learn by doing.

Make Snapshot Setup Part of Your Launch Checklist
With onboarding built in, there’s no excuse to skip it. Use this guide as the first step in every client launch. It sets the tone for a streamlined, repeatable process.

Think of this new onboarding as your agency’s “Snapshot assistant.” Use it smartly, and it’ll save you hours.

This update isn’t just about looking nice—it’s about removing friction from one of the most critical parts of using GoHighLevel effectively. Snapshots are the blueprint for scale, and now every user has a clearer path to deploying them the right way.

For agency owners, this means less time onboarding your own team. You no longer have to create walkthroughs or answer the same questions over and over. The platform does that for you.

For clients or subaccount users, it means a smoother first impression. They’re not left wondering what to click or how things work. Instead, they’re nudged in the right direction by an interface that actually teaches as it guides.

And for everyone else? It means fewer errors, better setups, and more time focused on what matters—delivering results.

This is the kind of update that quietly increases efficiency across the board. The sooner your agency adopts it, the faster your entire Snapshot workflow becomes.

When you start using the new Snapshot onboarding, the improvements show up fast—especially if you’re running a growing agency or managing multiple client accounts.

Expect to reduce the time it takes to launch a new subaccount or location. What once took back-and-forth Slack messages or messy SOPs now becomes a streamlined, guided setup inside the app.

Your team will feel more confident jumping into Snapshots without needing to bug you or search YouTube. That kind of independence speeds everything up—internal workflows, client launches, even onboarding new hires.

And don’t overlook the client experience. If you’re offering GHL as a white-labeled platform, this feature levels up your perceived value. Clients get immediate clarity and feel empowered from day one.

This isn’t just a prettier interface—it’s a smarter system that leads to faster launches, fewer mistakes, and better consistency across every account you manage.

If you’re still setting up Snapshots the old way—winging it, repeating the same training calls, or digging through outdated docs—it’s time to stop.

GoHighLevel’s new guided onboarding makes Snapshot setup faster, easier, and foolproof. Whether you’re new to the platform or launching your hundredth subaccount, this built-in system helps you move with clarity and confidence.

And here’s the kicker—it doesn’t just teach you. It sticks around as a Help panel you can tap into any time you need it.

So don’t ignore it. Open the Snapshots module, follow the steps, and let the system guide your setup. The sooner you start using this new feature, the smoother your agency’s growth will be.