Questions, answered properly

A snapshot is HighLevel's native format for packaging a whole sub-account configuration into one transferable object. It carries funnels, websites, workflows, pipelines, calendars, forms, triggers and custom values. Loading one recreates that entire setup inside your own sub-account in a single step.

A funnel product covers the acquisition layer: the website, the campaign funnels and the follow-up attached to them. A snapshot is the whole sub-account, including pipelines, calendars, tagging and the full automation library. If you want the operating system rather than the shopfront, buy the snapshot.

Yes. Your licence covers unlimited installs across every sub-account you own or manage, including client accounts. The only thing it excludes is reselling or redistributing the snapshot file itself as a product.

You can build client sub-accounts with it and charge whatever you like for that work. You cannot repackage the snapshot file and sell it as a snapshot product, because that is the thing we sell.

Yes, free for one year after purchase. HighLevel changes often, and when a platform change breaks something we issue a corrected version rather than a new invoice.

Your snapshot is emailed within 24 hours of purchase. Check your promotions and spam folders as well as your inbox. If nothing has arrived after 24 hours, email support and we will resend it.

Card payments through Stripe. Checkout runs on Stripe's own secure page, so card details never touch this site.

Digital products are delivered instantly, so we do not offer change-of-mind refunds. What we do offer is a 14-day replacement guarantee: if a product does not work as the product page describes, we fix it or swap it.

For multi-product or team purchases, email us and we will raise an invoice rather than sending you through the cart.

No. Every product is a one-time payment, and updates are included at no extra cost.

Open the share link while logged into your agency account, choose the sub-account to load into, and HighLevel imports everything. Then open custom values and replace the placeholder business details with your own.

No. A snapshot adds its assets alongside existing ones. Nothing is deleted. You may end up with similarly named items, so loading into a fresh sub-account gives the cleanest result.

Importing takes minutes. Filling in custom values and connecting your phone number, sending domain, calendar and payment processor takes most people 45 to 90 minutes. Add an hour to test the automations properly.

Deliberately. Nothing should fire at a real contact list before you have run a test contact through it with your own details. Publish each workflow once you have confirmed it behaves.

Any agency plan works. A small number of products use SaaS-mode features such as automated sub-account provisioning, and those requirements are stated on the product page.

Yes. We import the snapshot, connect your domain, phone number and calendar, then test every automation before handing it over. Book a call and we will scope it.

Almost always A2P registration. In the United States and Canada, campaign registration must be approved before a number can send. Check the trust centre in your sub-account, and see the A2P guides in the knowledge base.

Add and verify a dedicated sending domain in HighLevel rather than sending from a shared domain, then warm it up gradually. Sending a full campaign from a brand new domain on day one is the usual cause.

The templates avoid clinical detail in SMS and email and use appointment logistics only. HIPAA compliance depends on your HighLevel account settings and your own practices, so enable the HIPAA option on qualifying accounts and review the copy against your obligations.

No, and it is not meant to. Practice management, field service, case management and loan origination systems stay where they are. These builds handle acquisition, follow-up and client communication around them.

Anything with a webhook or a Zapier, Make or n8n connector can be wired in. The workflows expose the trigger points you would need.