GoHighLevel Template Library Guide

If you manage multiple workspaces in tools like ClickUp and want a centralized way to reuse processes, the GoHighLevel Template Library helps you create, store, and apply standardized templates across your account. This guide explains how to access the library, understand its layout, create templates, and manage template visibility and organization.

The Template Library allows you to transform existing sub-accounts into reusable templates so you can launch new sub-accounts faster and keep processes consistent.

What Is the GoHighLevel Template Library?

The GoHighLevel Template Library is a centralized area where you can store and manage process templates built from your sub-accounts. Templates are created from existing sub-accounts and can later be applied to new or current sub-accounts to quickly duplicate structures and configurations.

Only agency-level users can access the Template Library. From there, you can:

• View all templates saved in your agency.
• Filter templates by status and visibility.
• Create new templates from eligible sub-accounts.
• Manage template availability to other sub-accounts.

How to Access the GoHighLevel Template Library

Follow these steps to open the Template Library from your agency dashboard in GoHighLevel:

1. Log in to your agency account.
2. Open the main left-side navigation menu.
3. Click on the option labeled Template Library under the appropriate section.
4. The Template Library interface will load, displaying all templates associated with your agency.

Once you are in the library, you can filter, search, and manage templates directly from this screen.

Understanding the GoHighLevel Template Library Layout

The Template Library interface in GoHighLevel is divided into several key sections that help you organize and control your templates.

Template Search and Filters in GoHighLevel

At the top of the Template Library, you will find options to help you quickly locate templates:

• Global Search: Use the search bar to find templates by name.
• Visibility Filters: Filter templates by visibility type, such as global or private.
• Status Filters: Filter templates based on their status or category to see only the ones you need.

These filters allow you to manage a large collection of templates in GoHighLevel without losing track of important assets.

Template List Columns in GoHighLevel

The main list area shows each template with useful details. Typical columns include:

• Template Name: The label you assign to the template.
• Source Sub-Account: The sub-account that was used to create the template.
• Visibility: Indicates whether the template is private to your agency or visible globally within your GoHighLevel structure.
• Actions: Options such as edit, delete, or manage availability.

Reviewing these columns helps you confirm which configuration each template is based on and how it is shared.

How to Create a Template in GoHighLevel

Templates are created from existing sub-accounts and must meet specific requirements. Use the steps below to set one up correctly.

Prerequisites for Creating Templates

Before you can create a new template from a sub-account in GoHighLevel, ensure that:

• The sub-account has been fully configured with the processes you want to reuse.
• The sub-account aligns with your intended template use case, such as a particular funnel or workflow setup.
• You have agency-level access to convert the sub-account into a template.

Steps to Create a New GoHighLevel Template

To create a new template in the GoHighLevel Template Library:

1. Open your agency dashboard.
2. Navigate to the Sub-Accounts section.
3. Select the sub-account that you want to convert into a template.
4. From the sub-account options, choose the action to Create Template (or equivalent template creation option provided in your interface).
5. Enter a clear name and description for the template so users understand its purpose.
6. Configure the visibility settings (for example, agency-only or broader visibility as allowed).
7. Save the new template.

After saving, the new template will appear in the GoHighLevel Template Library list and will be available for application to other sub-accounts.

Managing GoHighLevel Template Visibility and Access

Visibility settings control who can see and apply each template within your agency environment.

Template Visibility Options in GoHighLevel

Typical visibility options include:

• Private or Agency Only: The template is available only within your agency-level account.
• Shared or Global: The template can be made visible to specific sub-accounts or across broader scopes supported in GoHighLevel.

You can adjust visibility when you create the template or later from the Template Library.

How to Update Template Availability

To update where a template is available within GoHighLevel:

1. Go to the Template Library from the agency dashboard.
2. Locate the template you want to modify.
3. Click the Actions menu next to the template.
4. Select Edit or Manage Availability.
5. Adjust visibility or assign the template to specific sub-accounts as allowed.
6. Save your changes.

These settings help you control which teams or clients can access specific process templates.

How to Apply a Template from the GoHighLevel Library

Once templates are created, you can apply them to new or existing sub-accounts to replicate the underlying configuration.

Applying Templates to New Sub-Accounts

To use a template when creating a new sub-account in GoHighLevel:

1. From the agency dashboard, click on Create Sub-Account.
2. Choose the option to Use Template if available.
3. Browse or search the Template Library list.
4. Select the desired template and confirm your choice.
5. Complete any remaining sub-account setup fields.
6. Create the sub-account to deploy the template.

The new sub-account will include the structures configured within the chosen template.

Applying Templates to Existing Sub-Accounts

If the interface allows template application to existing sub-accounts in GoHighLevel, the typical process is:

1. Open the sub-account where you want to apply a template.
2. Look for a Apply Template or Import from Template option.
3. Select the template from the Template Library list.
4. Confirm which assets or configurations you want to import.
5. Apply the changes and allow the import to complete.

This workflow helps you standardize setups across multiple sub-accounts without rebuilding from scratch.

Best Practices for Using the GoHighLevel Template Library

To get maximum value from the Template Library, follow these practical tips:

• Use clear naming conventions: Include industry, funnel type, or workflow focus in the template name.
• Document your templates: Add descriptive text so other users understand what each template includes.
• Limit access where needed: Use visibility settings to restrict internal-only templates.
• Test before sharing: Apply a new template to a test sub-account in GoHighLevel to verify that all assets work as expected.

Additional Resources

For more detailed, official information about the Template Library, refer to the original GoHighLevel help article: Template Library Overview & Setup.

If you need expert implementation help or strategic consulting around GoHighLevel and related automation tools, you can learn more at Consultevo.

By understanding how the Template Library works in GoHighLevel, you can create reusable, standardized setups that save time, reduce mistakes, and keep your client accounts consistent.

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