A GoHighLevel med spa snapshot is a ready-made bundle of workflows, funnels, calendars, forms, emails, custom fields and values that you load into a sub-account to start from a med spa template; it does not carry your contacts, appointments, conversations, Stripe connection, phone numbers or integrations, and loading one cannot be undone as a single step. That list comes from HighLevel's snapshot documentation, linked below. A snapshot can save days when it fits your spa, and cost weeks when it does not, because most are over-built for what a single-location spa needs. This page covers what a med spa snapshot includes and leaves out, how to load one safely, when a custom build is the better choice, and what we do. Sources: HighLevel's snapshot help articles, read October 18, 2026.
What does a GoHighLevel med spa snapshot include?
A GoHighLevel med spa snapshot includes workflows, funnels, calendars, forms, email templates and custom fields, but not contacts, conversations, integrations, phone numbers or email DNS records, per HighLevel.
| Included in a snapshot, per HighLevel | Not included |
|---|---|
| Workflows and triggers | Contacts and appointments |
| Funnels and websites | Conversations and reputation data |
| Calendars and forms | Stripe connections and integrations |
| Email templates | Phone numbers (and Voice AI phone assignments) |
| Custom fields and custom values | Email-domain DNS records |
| Membership content, services, webinars, AI Studio projects | Other external connections such as social, Google Business Profile and connected calendars (HighLevel lists integrations as not included but does not itemise these in the articles we read; check in your account) |
HighLevel also lists Lead Gen Forms and private dashboards as not included, and says assets protected by another creator's Assets Protected settings do not transfer. A snapshot is not a one-click undo: HighLevel says an override made during a load "cannot be undone through the Snapshot load". Sources: HighLevel's creating snapshots, snapshots overview and load a snapshot into an existing sub-account articles, and its Hair Salon Snapshot setup guide, an example template guide that lists phone numbers and email domain authentication among what does not transfer.
| Loaded | |
|---|---|
| Workflows and triggers | ✓ |
| Funnels, calendars, forms, emails | ✓ |
| Custom fields and custom values | ✓ |
| Contacts and appointments | ✕ |
| Conversations and reputation data | ✕ |
| Stripe connection and integrations | ✕ |
| Phone numbers and email-domain DNS | ✕ |
Source: HighLevel snapshot help articles, read October 18, 2026
What a med spa still has to set up after loading a snapshot
- Phone numbers and A2P registration. Nothing carries over. See A2P registration failures.
- Email domain authentication. DNS records do not transfer.
- Google Business Profile, Facebook and calendar connections.
- Stripe and membership billing. The connection is yours to make.
- Your treatments, prices and wording. Replace the template's placeholder services, claims and photos.
- Test every path with test contacts. A snapshot imported cleanly is not a snapshot that works. See snapshot imports stuck or failed.
Med spa snapshot vs custom build: which is right?
A med spa snapshot is faster and cheaper to start, while a custom build fits your treatments and memberships and includes the registration, integrations and cleanup a snapshot leaves for you.
| Factor | Snapshot | Custom build |
|---|---|---|
| Speed to start | Fast: hours to load | Slower: plan first, then build |
| Fit to your services and process | Generic; often over-built | Built around your consultation, treatments and memberships |
| Hidden work | Registration, integrations and cleanup remain | Included in scope |
| Understanding | You inherit workflows you did not design | You get an account map |
| Cost | Low to buy; the cost is your time or fixes | $500 to $4,000 with us for a single location |
| Best for | A simple spa with one service line and time to learn | A spa where a missed lead costs real money |
A hybrid often works: we load a snapshot as raw material, delete what does not fit, rebuild the core workflows to your process and test them. That is how we approach GoHighLevel for med spas; see the med spa case study for a build with client-reported results.
Med spa-specific cautions before you use any template
- Claims and before-and-after photos. Treatment claims and image use are governed by advertising and licensing rules that vary by state and platform. A template's wording is not legal review.
- Texting consent and registration. You are the sender, and HighLevel says A2P registration is required for SMS to US recipients. See the compliance checklist.
- Health information. Treatment details can be health information; decide what goes into the CRM and texts, and see the HIPAA add-on cost if you need a BAA.
- Memberships and failed payments. Wording for payment problems needs care and your policy.
This is general information, not legal advice.
The appointment reminder and reactivation workflows a med spa setup needs
People who search for a med spa snapshot with reminders and reactivation are asking which workflows the setup should contain. Whether you start from a snapshot or a custom build, these are the ones that earn their place, and each has a guide.
| Workflow | What it does | Guide |
|---|---|---|
| Instant lead response | Replies to a new inquiry within a minute and books the consultation | Speed to lead |
| Appointment reminders | Confirmation, a reminder the day before and one an hour before | Appointment reminders |
| No-show recovery | Offers a new time after a missed consultation, then stops | No-show recovery |
| Rebooking and reactivation | Reaches clients who have not visited for a set period, using a date field and the Custom Date Reminder trigger | The recall pattern |
| Review requests | Asks every client after a visit | Review requests |
Check any snapshot against this list: if a workflow is missing, or exists with no exit, that is the first thing to fix. Our GoHighLevel for med spas page covers the full nine, and compares GoHighLevel with Zenoti, Boulevard and Mindbody.
How a med spa GoHighLevel setup runs with a snapshot, in five steps
The setup query people type next to "med spa snapshot" is usually about order: what gets done first, and how long until the account is live. This is the order we follow. With a snapshot that fits, a single-location spa is live inside a working week once texting registration clears; a custom build takes three to five weeks because the structure is designed first.
- Step 1: Audit and discovery
How leads arrive (Meta ads, Google, walk-ins, referrals), which treatments repeat, which calendars exist, and what the front desk does today. If an account already exists we read its workflow list and Execution Logs. A2P 10DLC brand registration is submitted on this day, because carrier approval is the slowest step.
- Step 2: Snapshot load or structure build
The snapshot is reviewed against the list on this page, then loaded into the sub-account. Fields, pipelines and calendars that do not match the spa are renamed or removed before any contact goes in. If the snapshot is a poor fit, this step becomes the architecture document for a custom build instead.
- Step 3: Data, numbers and integrations
Contacts imported with the source and last-visit date mapped to fields, the phone number ported or bought, the sending domain authenticated, Stripe and the Google Business Profile connected, Meta lead forms linked. None of this comes with a snapshot.
- Step 4: Workflow configuration and testing
Reminder timings, the reactivation window, consent language, quiet hours and the review link are set for this spa. Test contacts run through booking, reschedule, no-show, treatment and reactivation with the Execution Logs open, and the results go in a test log.
- Step 5: Training and go live
Workflows published lowest risk first, forms and the number switched on, a recorded walkthrough for the front desk and one for the owner, and the account map handed over. The 30-day review is booked before we leave.
The appointment reminder workflow a med spa should have
A med spa appointment reminder workflow in GoHighLevel starts from the Appointment Status trigger and sends three messages: a confirmation when the consultation is booked, a reminder the day before, and a short one an hour before with the address and parking note. The parts that are usually missing from templates:
- Reschedules move the reminders. The workflow must exit and re-enter on a new appointment time, or the client gets a reminder for the old slot. Test this with a reschedule, not just a booking.
- Cancellations stop it. An appointment marked cancelled has to end the sequence the same minute.
- Pre-care instructions by treatment. An If/Else on the calendar or service sends the right prep note: no blood thinners before injectables, no retinol before a peel. Written by the spa, not by us, and reviewed by the clinical lead.
- No-show hands off to its own workflow. Appointment Status: no-show starts a short recovery sequence offering two new times, then stops. It is a separate workflow so it can be measured on its own.
- Quiet hours and consent. Reminders go out inside business hours and only to clients who gave texting consent on the intake form, which the form writes to a field the workflow checks.
The reactivation workflow that brings lapsed clients back
Reactivation in GoHighLevel runs on a date, not on memory. Every completed appointment writes the visit date to a custom field. A smart list finds clients whose last visit is older than the window for their treatment, and a workflow on the Custom Date Reminder trigger sends a three-message sequence over two weeks. How we set the windows for a med spa:
| Treatment | Reactivation window | First message |
|---|---|---|
| Neurotoxin injectables | About 90 days after the visit | A rebooking note timed to when results usually fade, with the booking link for the same provider |
| Dermal fillers | 6 to 12 months, set per product by the clinical lead | A check-in rather than a sale, then the booking link |
| Facials, peels and memberships | 30 to 60 days, or the day a membership lapses | The next treatment in the plan, or a membership renewal |
| Consultation booked, never treated | 14 and 45 days after the consultation | A question about what held them back, routed to a person when they reply |
Every reactivation message exits the moment the client books or replies, so nobody who already rebooked gets a "we miss you" text. Windows above are starting points we adjust with the spa; the clinical lead decides anything tied to a treatment interval. Reply rates and bookings per campaign show on the dashboard, so the owner can see which window works.
What a med spa GoHighLevel setup costs
| Work | Price | Notes |
|---|---|---|
| Strategy call and account or snapshot review | Free | 30 minutes, we read the snapshot or the account with you |
| Snapshot-based setup, single location | From $500, one-time | Snapshot review and load, data, numbers, integrations, the five workflows above, testing, training |
| Custom build, single location | $500 to $4,000, one-time | Architecture first, every workflow built for the spa, test log, recorded training |
| Multi-location med spa | Custom quote | Priced by locations; one workflow routes leads by location, as in the Ultra Cryo case study |
| Monthly support | Monthly plan | Changes, fixes, and a monthly note on response time and rebooking |
HighLevel's own subscription ($97 to $497 a month) and usage for texts, calls and email are separate; the cost guide works them out for a single spa.
Sources and further reading
Checked at the time of writing; prices, features and policies change.
- HighLevel: Creating snapshots (modified October 16, 2026): contents of a snapshot; contacts, appointments, conversations, reputation data, Stripe connections, integrations and Lead Gen Forms are not included
- HighLevel: Snapshots overview (modified October 9, 2026): private dashboards, Voice AI phone number assignments and assets protected by another creator do not transfer
- HighLevel: Load a snapshot into an existing sub-account (modified September 27, 2026): an override cannot be undone through the load
- HighLevel: Hair Salon Snapshot setup guide: example template guide listing what does not transfer, including phone numbers and email domain authentication
- HighLevel: Appointment Status workflow trigger
- HighLevel: How to send review requests
- HighLevel: Custom Date Reminder workflow trigger
- HighLevel: US phone number registrations (A2P 10DLC): registration is required when sending SMS or MMS to US recipients
Frequently asked questions about the GoHighLevel med spa snapshot
What is a GoHighLevel med spa snapshot?
A pre-built bundle of workflows, funnels, calendars, forms, emails and fields for a med spa that you load into a sub-account.
Does a snapshot include my contacts?
No, HighLevel says contacts, appointments, conversations, reputation data, Stripe connections and integrations are not included.
Can I undo a snapshot import?
You cannot undo a snapshot import as a single step. HighLevel says an override made during a load cannot be undone through the load. Load into a new test sub-account first.
Is a snapshot or a custom build better for a med spa?
A snapshot is quicker and cheaper to start. A custom build fits your consultation and membership process. Many spas do best with a hybrid.
What does a med spa GoHighLevel build cost?
With us, basic and single-location builds are $500 to $4,000, quoted in writing; the call and audit are free. See setup cost.
Why did my snapshot import fail or get stuck?
Common causes are size, asset conflicts and permissions. See our fix guide linked above.
Can you review a snapshot before I load it?
Yes, send it to us on the free call and we will say what to keep and what to delete.
Can GoHighLevel replace Zenoti, Boulevard or Mindbody for a med spa?
For lead follow-up, booking reminders, reviews and reactivation, yes, and that is where most spas lose revenue. For clinical charting, consent forms tied to treatment records, retail inventory and payroll, those systems do more. Many spas run GoHighLevel in front of Zenoti or Boulevard for marketing and keep the practice software for the clinical side; we connect the two where the vendor allows it.
How long does a med spa GoHighLevel setup take?
With a snapshot that fits, about a working week for one location once A2P 10DLC texting registration is approved; registration itself can take longer and is outside anyone's control, so we submit it on day one. A custom build takes three to five weeks including testing and training. Multi-location builds take six to ten.
Does the reminder workflow handle recurring treatment plans?
Yes, the reminder workflow handles recurring treatment plans, with a date field per plan. Each completed visit writes the next due date, and the reminder and rebooking messages run from that date rather than from a fixed schedule, so a six-week facial plan and a quarterly injectable plan use the same workflow with different intervals.