Snapshots - Overview

Modified on: Thu, 7 May, 2026 at 4:24 AM

Snapshots help agencies save time by copying reusable account configurations from one sub-account into another. Use them to launch new clients faster, standardize proven setups, share templates with other agencies, and maintain consistent systems across multiple locations. This overview explains what Snapshots are, what they can and cannot transfer, common use cases, and how to create a Snapshot.

TABLE OF CONTENTS

What is a Snapshot?
Key Benefits of Snapshots
Items That Can Be Copied Using Snapshots
Items That Do Not Transfer Using Snapshots
How To Use Snapshots
How to Create a Snapshot
Best Use Cases for Snapshots
Frequently Asked Questions
Related Articles

What is a Snapshot?

Snapshots are reusable templates that capture selected configuration assets from a HighLevel sub-account so they can be copied into new or existing sub-accounts. Instead of rebuilding workflows, funnels, calendars, forms, dashboards, and other assets manually, agencies can create a Snapshot from a source sub-account and reuse that setup wherever it is needed.

You do not build a Snapshot directly from scratch. First, configure the source sub-account with the assets and settings you want to reuse, then create a Snapshot from that account.

Key Benefits of Snapshots

Faster onboarding: Launch new sub-accounts with prebuilt workflows, funnels, forms, calendars, dashboards, and other assets instead of starting from scratch.
Consistent setup: Keep client accounts aligned with the same proven systems, templates, and configurations.
Reusable templates: Build once and apply the setup across multiple clients, locations, or vertical-specific offers.
Selective asset control: Choose all assets or handpick specific items during Snapshot creation, loading, refresh, or push workflows.
Scalable updates: Refresh a Snapshot after changes are made and push selected updates to linked sub-accounts.
Improved visibility: Review Snapshot contents before loading, sharing, refreshing, or pushing.

Items That Can Be Copied Using Snapshots

Snapshots can copy many configuration assets from a source sub-account. Available items may vary based on the assets present in the source account, enabled features, and the asset categories selected during Snapshot creation or loading.

Category	Snapshot Assets That Can Be Copied
Advertising	Ad Campaigns - Google, Ad Campaigns - LinkedIn, Ad Campaigns - Meta
AI and Automation	Agent Studio, Brand Voice, Conversation AI, Voice AI Agents, Workflow, Triggers
Calendar and Services	Calendar Groups, Calendar Service Add-Ons, Calendar Service Categories, Calendar Service Resources, Calendar Services, Calendars
CRM and Data Structure	Custom Fields, Custom Objects, Custom Values, Pipelines, Tags, Trigger Links
Marketing and Content	Blogs, Campaigns, Email Builder Templates, Forms, Funnels & Websites, Quizzes, Section Templates, Social Planner, Surveys, Text & Email Templates
Reporting and Dashboards	Custom Metrics, Custom Reports, Dashboards
Memberships and Learning	Certificates, Membership Offers, Membership Products, Webinars
Brand and Design	Brand Custom Color, Design Kit
Documents and Knowledge	Documents & Contracts, Folders, Knowledge Bases
Reputation and Reviews	Review Settings
Communication Templates	WhatsApp Templates
Websites	WordPress Site

Some copied assets may require connected integrations, approvals, or post-load configuration before they can be used in the destination sub-account.

For example, WhatsApp Templates require WhatsApp integration and approval, Voice AI Agents require phone number assignment, and some website or WordPress assets may require domain, plugin, or license updates after loading.

Items That Do Not Transfer Using Snapshots

Snapshots are designed to transfer configuration and selected reusable assets, not live account activity or customer records. Knowing what does not transfer helps agencies prepare the target sub-account correctly after loading a Snapshot.

Common items that do not transfer include:

Contacts
Appointments
Conversations
Conversation history
Messages
Reputation data
Live account activity
Stripe connections
Integrations and third-party account connections
Assigned phone numbers for Voice AI Agents
Lead Gen Forms for LinkedIn Ad Campaigns
Private dashboards
WordPress third-party plugin or theme licenses that require re-authentication
WhatsApp usability before Meta approval after import
Contact-to-contact associations
Assets protected by another creator’s Assets Protected Snapshot settings

How To Use Snapshots

Snapshots support several actions across the setup, sharing, loading, and update lifecycle. Understanding what each action does helps you choose the right workflow without confusing creation, importing, loading, refreshing, or pushing updates.

Snapshot Action	What It Does	Learn More
Create a Snapshot	Captures selected assets from a source sub-account so they can be reused later.	Creating New Snapshots in HighLevel
Load a Snapshot	Applies selected Snapshot assets into an existing sub-account.	Load Snapshots Into Existing Sub-Account
Create a New Sub-Account from a Snapshot	Creates a new sub-account and applies the selected Snapshot during setup.	Create a New Sub-Account Using Snapshot
Share a Snapshot	Generates a share link so another agency or recipient can access the Snapshot.	How to Share Snapshots
Import a Snapshot	Adds a shared Snapshot to your agency-level Snapshot library.	How to Import Snapshots
Refresh a Snapshot	Updates the Snapshot with selected changes from the source sub-account.	Refresh or Update Snapshots
Push Snapshot Updates	Sends refreshed Snapshot assets to linked sub-accounts.	Pushing & Loading Snapshot Updates to Client Accounts
View Snapshot Assets	Lets you inspect included assets before loading, sharing, refreshing, or pushing.	How to View Snapshot Assets
Manage Linked Assets	Controls which assets remain linked for future Snapshot pushes.	Manage Linked Assets in Snapshots

For this overview article, the detailed steps below focus only on creating a Snapshot. Use the linked articles in the table for detailed instructions on loading, sharing, importing, refreshing, pushing updates, and managing Snapshot assets.

How to Create a Snapshot

Creating a Snapshot captures selected assets from a source sub-account so they can be reused in other sub-accounts. Start with a clean source account that contains the workflows, funnels, calendars, templates, dashboards, and other assets you want to copy.

Go to Agency View → Account Snapshots. Click + Create New Snapshot.
Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.
Choose the assets to include. Use Select All or expand each category to select specific items.
Click Create to save the Snapshot.

Best Use Cases for Snapshots

Snapshots are most valuable when a setup needs to be repeated, distributed, or maintained across multiple accounts. They are designed for configuration reuse, not for moving live customer records or account history.

Creating standardized client onboarding templates
Launching new sub-accounts with a proven agency setup
Building vertical-specific templates, such as dental, legal, spa, fitness, real estate, or home services setups
Reusing workflows, funnels, forms, calendars, dashboards, and other assets across locations
Supporting SaaS offers with prebuilt account templates
Sharing or selling Snapshot-based templates to other agencies
Updating existing client accounts with refreshed Snapshot assets
Deploying specialized setups such as Documents and Contracts, Custom Objects, Voice AI Agents, WordPress Site, WhatsApp Templates, Agent Studio, dashboards, and ad campaign structures

Frequently Asked Questions

Q: What is the difference between importing and loading a Snapshot?
Importing adds a shared Snapshot to your agency-level Snapshot library. Loading applies selected Snapshot assets into a new or existing sub-account.

Q: Can I load a Snapshot into an existing sub-account?
Yes. You can load a Snapshot into an existing sub-account, choose which assets to import, review conflicts, and decide whether to override or skip conflicting assets.

Q: Will loading a Snapshot delete contacts or existing client data?
No. Loading a Snapshot is intended to add selected assets. Existing data is only affected when you choose to override a conflicting asset during the load process.

Q: Can I use the same Snapshot more than once?
Yes. A Snapshot can be reused across multiple sub-accounts.

Q: Do Snapshots include contacts, conversations, or appointments?
No. Snapshots are intended for configurations and selected reusable assets. Contacts, appointments, conversations, and live account history are not transferred.

Q: Do Snapshots update automatically after I change the source account?
No. You must refresh the Snapshot to capture new or changed assets from the source sub-account.

Q: Can I share Snapshots with another agency?
Yes. You can generate different share link types, including reusable, one-time, email, agency-restricted, sub-account restricted, and Marketplace-related share links.