GoHighLevel Snapshot Update Guide

Managing reusable assets in platforms like ClickUp or GoHighLevel requires a solid update process so you do not overwrite live client work. This guide explains step by step how to safely push and load snapshot updates into client accounts while preserving existing data and configurations.

What Are Snapshots in GoHighLevel?

In GoHighLevel, a snapshot is a packaged collection of assets that you can copy into other accounts. It is commonly used by agencies to deploy standardized setups across multiple clients.

A GoHighLevel snapshot can contain:

• Pipelines and stages
• Funnels and websites
• Workflows and triggers
• Calendars and forms
• Custom fields and tags
• Campaigns and emails
• Other related configuration assets

Once you update the original snapshot, you can then push those changes to client accounts that were previously created from it.

Key Rules for Updating GoHighLevel Snapshots

Before pushing any update, it is important to understand how the GoHighLevel snapshot system behaves so you do not lose client data.

• New assets added to the snapshot are copied into the client account.
• Existing assets that were originally pushed from the snapshot are updated.
• Client-created assets that were never part of the snapshot are not overwritten or deleted.
• Some areas, such as calendars, cannot be overwritten and must be recreated or adjusted manually.

This means snapshot updates are generally safe, but you must still verify which changes are being pushed each time.

How to Push Snapshot Updates in GoHighLevel

Follow these steps inside GoHighLevel to push updated snapshot content to your client accounts.

Step 1: Open the GoHighLevel Agency View

1. Log in to your GoHighLevel account with agency-level access.
2. Switch to the Agency view from the left-hand navigation.

You must use the agency view to manage and push snapshot updates across sub-accounts.

Step 2: Access the GoHighLevel Snapshots Area

1. In the agency view, locate the Account Snapshot or Snapshots section.
2. Open the list of all snapshots available in your GoHighLevel agency.

You should now see all snapshots you have created or imported.

Step 3: Select the Snapshot to Update

1. Find the snapshot that contains the latest assets you want to push.
2. Confirm it is the correct version and has all recent updates you need.

If necessary, update or rebuild the snapshot first before pushing it to client accounts.

Step 4: Choose Client Accounts to Receive the GoHighLevel Update

1. Click on the snapshot options (often represented by a menu or button such as Actions or More).
2. Select the option to Push to Existing Accounts or similar wording available in your GoHighLevel interface.
3. From the list of sub-accounts, check the client accounts that were originally created from this snapshot and that should receive the update.

Only selected accounts will receive the new snapshot version.

Step 5: Confirm the Assets Included in the Update

1. Review the summary of components that will be pushed from the snapshot.
2. Verify that the assets you have changed (funnels, workflows, emails, etc.) are listed.
3. Check for any areas that might need manual adjustments after the push, particularly items that cannot be overwritten.

This is your chance to avoid accidental changes to live processes in your client accounts.

Step 6: Push the GoHighLevel Snapshot Updates

1. After reviewing, click the button to Push or Update the snapshot to the selected accounts.
2. Allow GoHighLevel time to process the operation; larger snapshots will take longer.
3. Once completed, log into at least one client account to confirm the new assets and changes are present.

If something is missing, return to the agency snapshot, adjust the configuration, and re-push as needed.

How Loading Updates Works in GoHighLevel Client Accounts

When a sub-account receives updated snapshot content from GoHighLevel, the system follows clear rules to protect client data.

• Existing snapshot-based assets are updated rather than duplicated.
• New snapshot assets are added as new items in the client account.
• Client-specific edits made directly inside the sub-account may be affected if they modify elements originally created by the snapshot.

For this reason, always coordinate with your internal team before pushing major updates, especially for live, high-traffic funnels or active automations.

Best Practices for GoHighLevel Snapshot Updates

To maintain reliability and prevent data loss, follow these practices when working with snapshots in GoHighLevel.

Create a Test Sub-Account

• Clone a live client account or create a dedicated staging account.
• Push snapshot updates to this test account first.
• Review funnels, workflows, calendars, and campaigns before updating real client accounts.

Document Changes Before Pushing

• Keep a simple change log listing what was modified in the snapshot.
• Note any elements that should not be altered in existing accounts.
• Share this log with your team so everyone understands what the GoHighLevel update will impact.

Communicate With Clients When Needed

• If updates touch critical assets, notify clients about scheduled changes.
• Plan updates during low-traffic periods wherever possible.
• Verify that all automations and forms work correctly after the push.

Troubleshooting GoHighLevel Snapshot Issues

If updates do not appear in a client account, or something seems off after the push, use the steps below.

• Confirm the correct snapshot was selected in the agency view.
• Verify the client account is linked to that snapshot and was chosen when pushing.
• Re-push the snapshot and wait for completion.
• Check for conflicts with custom client changes, such as heavily edited funnels or workflows.

You can also compare items between a working account and the issue account to spot missing pieces.

Additional GoHighLevel Resources

For more technical detail on pushing and loading snapshot updates in GoHighLevel, review the original vendor documentation here: GoHighLevel snapshot update article.

If you need implementation strategy, agency operations guidance, or optimization help around GoHighLevel and related systems, you can explore expert services at Consultevo.

By following the steps and best practices above, you can reliably push snapshot updates across your GoHighLevel client accounts while keeping customized client data safe and stable.

Need Help With ClickUp?

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