# Quick Start Guide
Get WhatSnap up and running in your GoHighLevel account in just a few simple steps. This guide will walk you through the entire installation and setup process.
{% hint style="info" %}
**Prerequisites**: You need an active GoHighLevel account with access to the marketplace to install WhatSnap. If you don't have a GoHighLevel account yet, you can create one [**here**](https://doc.whatsnap.ai/join)
**Pricing**: Plans start at $29/month with a 5-day free trial. [View all pricing options →](/whatsnap-docs/pricing.md)
{% endhint %}
## Installation Process
### Step 1: Install WhatSnap Plugin
{% stepper %}
{% step %}
#### Access the GoHighLevel Marketplace
Click on the following link to access the WhatSnap installation page:
[**Install WhatSnap Plugin**](https://gl.whatsnap.io/oauth/authorize)
This will redirect you to the GoHighLevel marketplace where you can authorize WhatSnap to access your account.
{% endstep %}
{% step %}
#### Select Sub-Account
Once you've authorized the installation, you'll be prompted to select the sub-account where you want to install WhatSnap.
* Choose the specific sub-account where you want to enable messaging (WhatsApp, SMS/iMessage, or Twilio)
* You can install WhatSnap on multiple sub-accounts if needed
{% endstep %}
{% step %}
#### Choose Integration Method
You'll need to decide how WhatSnap integrates with your existing GoHighLevel setup:
{% tabs %}
{% tab title="Override SMS Channel (Recommended)" %}
**Replace your existing SMS channel with WhatSnap**
{% hint style="success" %}
**Recommended for maximum functionality**
{% endhint %}
**Advantages of overriding SMS channel:**
* Access to unlimited GHL workflow capabilities
* Send attachments (images, videos, documents, audio)
* Use wait actions (wait for WhatsApp responses to trigger workflow actions)
* Contact assignments and internal notifications
* Full integration with existing SMS-based automations
* Leverage all GHL features on non-official WhatsApp connections via QR-code
**Best for:** Users who want maximum automation capabilities and workflow integration.
{% endtab %}
{% tab title="Custom WhatSnap Channel" %}
**Add WhatSnap as a separate communication channel**
* WhatSnap appears as a new tab alongside Email, SMS, and Official WhatsApp
* Keeps existing SMS functionality intact
* Requires webhooks for workflow automation
* More complex setup for advanced automations
**Best for:** Users who want to maintain separate SMS and WhatsApp channels.
{% endtab %}
{% endtabs %}
{% endstep %}
{% step %}
#### Complete Installation
After making your selection, WhatSnap will be installed on your chosen sub-account. You'll be automatically redirected to the sub-account to begin the setup process.
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## Initial Setup Wizard
Once the plugin is installed, you'll be redirected to your GoHighLevel sub-account where the WhatSnap setup wizard will guide you through the initial configuration.
### Step 1: Connect Your First Messaging Account
WhatSnap supports three types of messaging accounts:
* **WhatsApp**: Connect via QR code scan (most popular)
* **SMS/iMessage (P2P)**: Use your own phone or Mac to send SMS and iMessages
* **Twilio SMS**: Enterprise SMS with your Twilio number
{% hint style="warning" %}
**Important**: Make sure you have access to the account you want to connect during this setup process.
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#### Connecting WhatsApp
The wizard will display a QR code that you need to scan with your WhatsApp account:
1. **Open WhatsApp** on your mobile device
2. **Navigate to Settings** → **Linked Devices** → **Link a Device**
3. **Scan the QR code** displayed in the WhatSnap wizard
4. **Wait for confirmation** that your WhatsApp account is successfully connected
#### Connecting SMS/iMessage (P2P)
To connect your personal device for SMS and iMessage:
1. Click on **"Connect Device"** in the account type selection
2. Follow the device-specific instructions for your phone or Mac
3. Install the required companion app if prompted
4. Complete the authentication process
#### Connecting Twilio SMS
To configure Twilio SMS:
1. Click on **"Configure Twilio"** in the account type selection
2. Enter your Twilio Account SID
3. Enter your Twilio Auth Token
4. Select or configure your Twilio phone number
5. Complete the setup process
{% hint style="success" %}
**Connection Successful!** Once connected, your messaging account will be able to send and receive messages directly through GoHighLevel.
{% endhint %}
### Step 2: Activate Your Account
To start using WhatSnap, you'll need to activate your account with a 5-day free trial:
{% stepper %}
{% step %}
#### Start Free Trial
Click on "Start Free Trial" to begin your 5-day trial period.
{% hint style="info" %}
**Credit Card Required**: A credit card is required to start the free trial, but you won't be charged during the trial period.
{% endhint %}
{% endstep %}
{% step %}
#### Enter Payment Information
Provide your credit card details to activate the trial:
* Card number
* Expiration date
* CVV
* Billing address
{% hint style="warning" %}
**Automatic Billing**: Your card will be charged automatically after the 5-day trial period ends unless you cancel before then.
{% endhint %}
{% endstep %}
{% step %}
#### Trial Activation Complete
Once your payment information is processed, your WhatSnap account will be activated and you'll be redirected to your WhatSnap dashboard.
{% endstep %}
{% endstepper %}
## WhatSnap Dashboard Overview
After completing the setup wizard, you'll land on your WhatSnap dashboard where you can:
### 📱 **Connected Accounts**
* View your newly connected messaging account(s)
* See connection status and account details
* Access account-specific settings
### ➕ **Add More Accounts**
* Connect additional messaging accounts (WhatsApp, SMS/iMessage, or Twilio)
* Manage multiple phone numbers and messaging channels from one interface
* Scale your messaging capabilities across different platforms
### 📊 **Campaign Management**
* Create and manage outreach campaigns
* Monitor campaign performance
* Access campaign analytics
### ⚙️ **Settings & Configuration**
* Configure account-specific settings
* Manage notifications and alerts
* Access subscription management
{% hint style="success" %}
**Congratulations!** You've successfully installed and configured WhatSnap. You can now start sending and receiving messages (WhatsApp, SMS/iMessage, or Twilio) directly through your GoHighLevel account.
{% endhint %}
## What's Next?
Now that WhatSnap is set up, explore these key areas:
1. [**View Pricing & Plans**](/whatsnap-docs/pricing.md) - See which plan is right for you as you scale
2. [**Account Management**](https://github.com/WhatSnap/documentation/blob/main/account-management/overview.md) - Learn how to add more messaging accounts and configure settings
3. [**Conversations**](https://github.com/WhatSnap/documentation/blob/main/conversations/messaging-basics.md) - Start messaging contacts through your connected accounts
4. [**Outreach Campaigns**](https://github.com/WhatSnap/documentation/blob/main/outreach/campaign-overview.md) - Create your first mass messaging campaign
5. [**Workflow Integration**](https://github.com/WhatSnap/documentation/blob/main/conversations/workflow-automation.md) - Automate messaging with GHL workflows
## Troubleshooting Quick Start
### Common Installation Issues
Connection Issues (WhatsApp QR Code, Device Connection, or Twilio Setup)
If you're having trouble connecting your account:
**For WhatsApp QR Code:**
* Ensure your phone has a stable internet connection
* Try refreshing the page to generate a new QR code
* Make sure WhatsApp is up to date on your device
* Check that your phone's camera has permission to access WhatsApp
**For SMS/iMessage Device Connection:**
* Ensure your phone or Mac has a stable internet connection
* Check that all required permissions are granted
* Verify the companion app is properly installed
* Restart the device and try again
**For Twilio Setup:**
* Verify your Twilio Account SID and Auth Token are correct
* Ensure your Twilio number is active and SMS-enabled
* Check that your Twilio account has sufficient credits
Payment Processing Issues
If you're having trouble with the payment processing:
* Verify your card details are entered correctly
* Ensure your card has international transaction capabilities
* Check that your billing address matches your card's registered address
* Contact your bank if the transaction is being declined
Not Redirected to Dashboard
If you're not automatically redirected after setup:
* Check your browser's pop-up settings
* Clear your browser cache and cookies
* Try accessing your GoHighLevel account directly
* Look for the WhatSnap tab in your sub-account navigation
**Setup not working as expected?** Salvador can walk you through the entire installation process step-by-step → [Get Salvador's help now](https://wa.me/17543029801?text=Hey%20Salvador%2C%20need%20help%20setting%20up%20WhatSnap)
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