This article shows you how to create a new snapshot in HighLevel. Snapshots allow you to clone a sub-account's configuration so you can reuse them across other sub-accounts efficiently.
TABLE OF CONTENTS
What is a Snapshot?
Snapshot creation allows agency users to duplicate an existing sub-account's setup, which can then be loaded into other sub-accounts. This process is especially useful when onboarding new clients, maintaining brand consistency, or scaling a service offering efficiently. Once a snapshot is created, it can be used multiple times across multiple sub-accounts.
Key Benefits of Snapshots
- Reusability: Create templates for recurring client types or agency packages that can be reused anytime.
- Workflow consistency: Maintain standardized setups across multiple client accounts for streamlined operations.
- Selective asset control: Include everything or choose specific assets to tailor snapshots to your use case.
- Faster onboarding: Reduce setup time when launching new subaccounts by loading a prebuilt configuration.
- Version safety: Preserve your original configuration before making big changes to a client’s setup.
How to Create a Snapshot
- Log into your Agency View
- In the left-hand navigation menu, click Account Snapshots
- Click the blue + Create New Snapshot button in the upper-right corner
- Under Snapshot Name, enter a name for the new snapshot
- From the Sub-Account dropdown, choose the sub-account to base your snapshot on
- Click the blue Next button
- Choose which assets to include in your snapshot.
- Include all assets: Click the checkbox labeled Select All at the top of the screen. This will automatically select every available asset in the sub-account
- Select specific assets: If you want to include only certain elements, you can choose assets by category
- To include all assets within a category, click the Select All checkbox next to that category.
- To include specific assets within a category, click the plus (+) icon to expand the list, then check only the assets you want included. Repeat this process for each category you want to customize.
- To include all assets within a category, click the Select All checkbox next to that category.
- Include all assets: Click the checkbox labeled Select All at the top of the screen. This will automatically select every available asset in the sub-account
- Click the blue Proceed button in the bottom-right corner of the screen to finalize your selections and create your new snapshot
Frequently Asked Questions
Q: Can I update a snapshot later?
Yes, you can update an existing snapshot from the Agency Dashboard. To do this, go to Account Snapshots and locate the snapshot you want to edit. Click the three-dot menu next to it, and select Edit Snapshot. From there, you can rename the snapshot or update the assets included in it.
Q: Are there any items that snapshots do not include?
Yes. Snapshots do not include contacts, conversations, appointment data, reputation management history, or external integrations like Stripe or third-party API keys. These will need to be manually configured after loading the snapshot. For details on this topic, read Snapshots - Overview
Q: How many times can I use a snapshot?
There is no limit. You can use a snapshot as many times as you’d like. Snapshots can be loaded into any number of sub-accounts, making them ideal for scalable and repeatable client setups.
Q: Can I share a snapshot with a different agency account?
Yes. Snapshots can be shared with other agencies using a Snapshot Share Link. For details on this topic, read How to Share Snapshots
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