How do I make my snapshot and sidebar load automatically when a client buys my plan?

Attach the snapshot to the plan. Every time someone gets that plan, the snapshot's items are created in their account automatically, so the account is pre-populated with what they need to get started, for example your HVAC AI receptionist, pipeline and website.

1. Create the snapshot under Library, then Snapshots.
2. Go to Settings, then SaaS Configurator, and edit the plan.
3. In the plan's sub-account defaults, link one or more snapshots as defaults, and choose the sidebar the sub-account uses.
4. Save the plan.

When someone orders that package, the items from the snapshots are created in their account and they get the custom sidebar. You can also link a snapshot to an add-on, so a client who orders the add-on gets those items. Break your system into pieces (for example one snapshot for a 24/7 AI answering service and one for a landing page add-on) so clients get only what they buy.

If you serve several industries, create a different snapshot, package and sidebar for each industry, and ask the customer's industry on a form before, during or after checkout.

Make sure the snapshot holds everything your client needs to be successful. If you need to customize something for one client, log in to their account, create or modify it, then switch back to your own account.