Quick Start Guide

Get started with WhatSnap in minutes. Install the plugin, connect your first messaging account (WhatsApp, SMS/iMessage, or Twilio), and start messaging through GoHighLevel.

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.

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

Pricing: Plans start at $29/month with a 5-day free trial. View all pricing options →

Installation Process

Step 1: Install WhatSnap Plugin

1

Access the GoHighLevel Marketplace

Click on the following link to access the WhatSnap installation page:

Install WhatSnap Plugin

This will redirect you to the GoHighLevel marketplace where you can authorize WhatSnap to access your account.

2

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

3

Choose Integration Method

You'll need to decide how WhatSnap integrates with your existing GoHighLevel setup:

Override SMS Channel (Recommended)

Replace your existing SMS channel with WhatSnap

Recommended for maximum functionality

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.

Custom WhatSnap Channel

4

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.

WhatSnap Plugin Installation Demo

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

Important: Make sure you have access to the account you want to connect during this setup process.

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

Connection Successful! Once connected, your messaging account will be able to send and receive messages directly through GoHighLevel.

WhatSnap Plugin Installation Demo

Step 2: Activate Your Account

To start using WhatSnap, you'll need to activate your account with a 5-day free trial:

1

Start Free Trial

Click on "Start Free Trial" to begin your 5-day trial period.

Credit Card Required: A credit card is required to start the free trial, but you won't be charged during the trial period.

2

Enter Payment Information

Provide your credit card details to activate the trial:

• Card number

• Expiration date

• CVV

• Billing address

Automatic Billing: Your card will be charged automatically after the 5-day trial period ends unless you cancel before then.

3

Trial Activation Complete

Once your payment information is processed, your WhatSnap account will be activated and you'll be redirected to your WhatSnap dashboard.

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

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.

What's Next?

Now that WhatSnap is set up, explore these key areas:

1. View Pricing & Plans - See which plan is right for you as you scale

2. Account Management - Learn how to add more messaging accounts and configure settings

3. Conversations - Start messaging contacts through your connected accounts

4. Outreach Campaigns - Create your first mass messaging campaign

5. Workflow Integration - 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

Need Help? If you encounter any issues during setup, check our troubleshooting guides or contact support through your WhatSnap dashboard.