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Account Snapshots

Integrated Onboarding for Snapshots

Learn how GHL Customer Care’s Integrated Onboarding helps you create, import, share, refresh, and push Snapshot updates faster—right inside the Snapshot module.

3 min read664 words7 explained imagesUpdated Fri, 9 Jan at 6:58 AM
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On this page
  1. Key Benefits of the Integrated Onboarding Experience
  2. First-Interaction Helper
  3. On-Demand Learning Panel
  4. How To Use the Integrated Onboarding Experience
  5. Frequently Asked Questions
  6. Related Articles

Kickstart your Snapshot setup with GHL Customer Care’s Integrated Onboarding Experience. Inside the Snapshot module, you’ll find quick tips, short videos, and links to trusted help docs so you can create, import, and manage Snapshots without leaving the app. It’s a faster, friendlier path to first success for you and your team.

What is the Integrated Onboarding for Snapshots?

The Integrated Onboarding Experience introduces a guided, in-app learning layer inside GHL Customer Care’s Snapshot module. It helps first-time users understand core Snapshot actions such as creating, importing (loading), sharing, refreshing, and pushing updates without leaving the app. By surfacing concise tips and links to deeper documentation, it reduces time-to-value and prevents “blank page” confusion.

The Integrated Onboarding Experience appears when you open Agency View → Account Snapshots and have not yet created or imported a Snapshot. It presents quick explanations and learning resources so you can confidently complete your first Snapshot workflow and reference help again whenever needed.

Key Benefits of the Integrated Onboarding Experience

These benefits highlight how the in-app guide shortens setup time, makes key Snapshot actions discoverable, and standardizes onboarding for teams.

  • Faster first success: Go from “what’s a Snapshot?” to completing your first Snapshot quickly with guided prompts and links to help.

  • Embedded micro-learning: Watch short videos or jump to help docs from within the Snapshot module to stay focused on the task.

  • Consistent ramp-up for teams: Give every new teammate a predictable path to learn Snapshot basics, reducing support and training time.

  • Workspace-friendly guidance: The onboarding layer appears when you need it and stays out of the way once you’re working.

  • On-demand references: Reopen guidance later to revisit steps or dive into related Snapshot articles as your needs grow.

First-Interaction Helper

The First-Interaction Helper prevents uncertainty when the Snapshot list is empty by explaining core concepts and pointing directly to the next step—creating or importing a Snapshot.

What you’ll see on an empty list:

  • A concise “What is a Snapshot?” explainer.

  • A primary action to start your first Snapshot workflow.

  • Quick links to learn about Create, Import (Load), Share, Refresh, and Push Updates.

First-Interaction Helper (image 1 of 7) What this shows A concise “What is a Snapshot?” explainer. What this shows Illustrates the "First-Interaction Helper" section of "Integrated Onboarding for Snapshots". This screenshot appears in the "First-Interaction Helper" section of "Integrated Onboarding for Snapshots". The text alongside this image reads: A concise “What is a Snapshot?” explainer. A primary action to start your first Snapshot workflow. Quick links to learn about Create, Import (Load), Share, Refresh, and Push Updates. Immediately after, the guide continues: After you begin using Snapshots, a compact learning surface remains available so you can revisit essential topics, replay short videos, or open deeper KB articles without leaving your workflow. Image 1 of 7 What this coversA concise “What is a Snapshot?” explainer. A primary action to start your first Snapshot workflow. Quick links to learn about Create, Import (Load), Share, Refresh, and Push Updates.
Buttons and menus referenced CreateImport (Load)ShareRefreshPush Updates
Next stepAfter you begin using Snapshots, a compact learning surface remains available so you can revisit essential topics, replay short videos, or open deeper KB articles without leaving your workflow.
All 3 steps in this procedure
  1. A concise “What is a Snapshot?” explainer.
  2. A primary action to start your first Snapshot workflow.
  3. Quick links to learn about Create, Import (Load), Share, Refresh, and Push Updates.

On-Demand Learning Panel

After you begin using Snapshots, a compact learning surface remains available so you can revisit essential topics, replay short videos, or open deeper KB articles without leaving your workflow.

What it provides:

  • Concise tips for Create, Import (Load), Share, Refresh, and Push Updates.

  • Links to recommended KB articles for best practices and deeper steps.

  • A focused learning surface to avoid context switching to external tabs.

On-Demand Learning Panel (image 2 of 7) What this shows Concise tips for Create, Import (Load), Share, Refresh, and Push Updates. What this shows Illustrates the "On-Demand Learning Panel" section of "Integrated Onboarding for Snapshots". This screenshot appears in the "On-Demand Learning Panel" section of "Integrated Onboarding for Snapshots". The text alongside this image reads: Concise tips for Create, Import (Load), Share, Refresh, and Push Updates. Links to recommended KB articles for best practices and deeper steps. A focused learning surface to avoid context switching to external tabs. Immediately after, the guide continues: Following these steps ensures you reach first success quickly and know where to find help later. Image 2 of 7 What this coversConcise tips for Create, Import (Load), Share, Refresh, and Push Updates. Links to recommended KB articles for best practices and deeper steps. A focused learning surface to avoid context switching to external tabs.
Buttons and menus referenced CreateImport (Load)ShareRefreshPush Updates
Next stepFollowing these steps ensures you reach first success quickly and know where to find help later.
All 3 steps in this procedure
  1. Concise tips for Create, Import (Load), Share, Refresh, and Push Updates.
  2. Links to recommended KB articles for best practices and deeper steps.
  3. A focused learning surface to avoid context switching to external tabs.

How To Use the Integrated Onboarding Experience

Following these steps ensures you reach first success quickly and know where to find help later.

  1. Go to Agency View → Account Snapshots.

    Step 1 of 5: Go to Agency View → Account Snapshots What this shows Step 1 of 5: Go to Agency View → Account Snapshots. What this shows Shows where to go for step 1 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". This screenshot accompanies step 1 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". At this point in the walkthrough you go to Agency View → Account Snapshots. For context, this section explains: Following these steps ensures you reach first success quickly and know where to find help later. The next step is to if no Snapshots exist, the First-Interaction Helper opens automatically. Step 1 of 5Image 3 of 7 Where to goGo to Agency View → Account Snapshots.
    Buttons and menus referenced Agency View → Account SnapshotsFirst-Interaction HelperCreate SnapshotImport/LoadHelp wizardMy SnapshotsImported SnapshotsShared SnapshotsOn-Demand Learning PanelShareRefreshPush Updates
    Next stepIf no Snapshots exist, the First-Interaction Helper opens automatically.
    All 5 steps in this procedure
    1. Go to Agency View → Account Snapshots. this image
    2. If no Snapshots exist, the First-Interaction Helper opens automatically.
    3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.

  2. If no Snapshots exist, the First-Interaction Helper opens automatically.

    Step 2 of 5: If no Snapshots exist, the First-Interaction Helper opens automatically What this shows Step 2 of 5: If no Snapshots exist, the First-Interaction Helper opens automatically. What this shows Shows what this covers for step 2 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". This screenshot accompanies step 2 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". At this point in the walkthrough you if no Snapshots exist, the First-Interaction Helper opens automatically. The next step is to select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard. Step 2 of 5Image 4 of 7 What this coversIf no Snapshots exist, the First-Interaction Helper opens automatically.
    Buttons and menus referenced First-Interaction HelperAgency View → Account SnapshotsCreate SnapshotImport/LoadHelp wizardMy SnapshotsImported SnapshotsShared SnapshotsOn-Demand Learning PanelShareRefreshPush Updates
    Next stepSelect Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    All 5 steps in this procedure
    1. Go to Agency View → Account Snapshots.
    2. If no Snapshots exist, the First-Interaction Helper opens automatically. this image
    3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.

  3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.

    Step 3 of 5: Select Create Snapshot (or choose Import/Load if you’re bringing an… What this shows Step 3 of 5: Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard. What this shows Shows what to choose for step 3 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". This screenshot accompanies step 3 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". At this point in the walkthrough you select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard. The next step is to after completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time. Step 3 of 5Image 5 of 7 What to chooseSelect Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    Buttons and menus referenced Create SnapshotImport/LoadAgency View → Account SnapshotsFirst-Interaction HelperHelp wizardMy SnapshotsImported SnapshotsShared SnapshotsOn-Demand Learning PanelShareRefreshPush Updates
    Next stepAfter completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    All 5 steps in this procedure
    1. Go to Agency View → Account Snapshots.
    2. If no Snapshots exist, the First-Interaction Helper opens automatically.
    3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard. this image
    4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.

  4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section :My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.

    Step 4 of 5: After completing your first Snapshot, you’ll find the Help wizard in… What this shows Step 4 of 5: After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and… What this shows Shows what this covers for step 4 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". This screenshot accompanies step 4 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". At this point in the walkthrough you after completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time. The next step is to use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready. Step 4 of 5Image 6 of 7 What this coversAfter completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    Buttons and menus referenced Help wizardMy SnapshotsImported SnapshotsShared SnapshotsAgency View → Account SnapshotsFirst-Interaction HelperCreate SnapshotImport/LoadOn-Demand Learning PanelShareRefreshPush Updates
    Next stepUse the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.
    All 5 steps in this procedure
    1. Go to Agency View → Account Snapshots.
    2. If no Snapshots exist, the First-Interaction Helper opens automatically.
    3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time. this image
    5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.
    Step 4 of 5: After completing your first Snapshot, you’ll find the Help wizard in… What this shows Step 4 of 5: After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and… What this shows Shows what this covers for step 4 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". This screenshot accompanies step 4 of 5 in the "How To Use the Integrated Onboarding Experience" section of "Integrated Onboarding for Snapshots". At this point in the walkthrough you after completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time. The next step is to use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready. Step 4 of 5Image 7 of 7 What this coversAfter completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time.
    Buttons and menus referenced Help wizardMy SnapshotsImported SnapshotsShared SnapshotsAgency View → Account SnapshotsFirst-Interaction HelperCreate SnapshotImport/LoadOn-Demand Learning PanelShareRefreshPush Updates
    Next stepUse the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.
    All 5 steps in this procedure
    1. Go to Agency View → Account Snapshots.
    2. If no Snapshots exist, the First-Interaction Helper opens automatically.
    3. Select Create Snapshot (or choose Import/Load if you’re bringing an existing Snapshot) and complete the standard wizard.
    4. After completing your first Snapshot, you’ll find the Help wizard in each Snapshots sub-section: My Snapshots, Imported Snapshots, and Shared Snapshots so you can reopen learning materials any time. this image
    5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.

  5. Use the On-Demand Learning Panel to jump to topics like Share, Refresh, and Push Updates when you’re ready.

Frequently Asked Questions

Q: Who can see the Integrated Onboarding Experience?
Users with access to Agency View → Account Snapshots will see onboarding on first use when no Snapshots exist. If you don’t see it, verify your role/permissions.

Q: Can I bring the guidance back after I’ve created a Snapshot?
Yes. A compact access point remains available so you can reopen tips and related articles on demand.

Q: Does the onboarding change how I create or manage Snapshots?
No. It provides guidance and learning links. Core actions—Create, Import (Load), Share, Refresh, Push Updates - still happen in the Snapshot interface.

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