How to Refresh and Update Snapshots in GoHighLevel
If you use ClickUp or similar tools to manage your agency processes, keeping your GoHighLevel snapshots current is just as important. Snapshots define the templates, automations, and assets you roll out to every new sub-account, so learning how to refresh and update them correctly will save you time and prevent errors.
This guide explains, step-by-step, how to update existing snapshots, which assets are overwritten, and how to safely push changes to live accounts without breaking anything.
What a Snapshot Does in GoHighLevel
Before you refresh anything, it helps to understand what a snapshot is inside GoHighLevel.
A snapshot is a packaged group of assets and settings you can load into one or more sub-accounts. This can include:
- Pipelines and stages
- Campaigns and workflows
- Funnels and websites
- Calendars and appointment settings
- Custom fields and tags
- Forms and surveys
- Trigger links and other resources
Instead of rebuilding the same structure each time, you apply a snapshot so every client starts with the same proven system.
When You Should Refresh a GoHighLevel Snapshot
You should refresh a GoHighLevel snapshot whenever you change the assets that were originally included, for example:
- You optimize campaigns, funnels, or workflows and want all new sub-accounts to use the improved version.
- You add new assets (like forms or calendars) that should be part of your standard setup.
- You fix mistakes in the original snapshot configuration.
- You change pipelines or stages and need consistency across accounts.
Refreshing a snapshot does not automatically change everything in existing accounts; instead, it allows you to update the snapshot package and then selectively push those updates.
How GoHighLevel Snapshot Updates Work
When you update a snapshot in GoHighLevel, you are essentially pulling in the latest version of supported assets from a source account and saving them back into the snapshot. Later, you can apply those refreshed assets to any accounts that use that snapshot.
The process has three main parts:
- Selecting the snapshot you want to modify.
- Choosing a source account to pull updates from.
- Confirming the refresh so updated assets are saved into the snapshot.
After that, you can push selected assets from the snapshot to target accounts as needed.
Step-by-Step: Refresh a GoHighLevel Snapshot
Follow these steps to refresh a snapshot inside your GoHighLevel agency account.
1. Open the GoHighLevel Agency View
- Log in to your GoHighLevel agency account.
- Switch to the Agency view if you are currently inside a sub-account.
The snapshot controls live in the agency section, not in individual client accounts.
2. Navigate to the Snapshots Page
- In the left-hand menu, locate the settings and assets area.
- Click on Snapshots to open the list of all available snapshots in your agency.
You will see every snapshot you have created or imported, including their names and basic details.
3. Choose the Snapshot to Refresh
- Find the snapshot you want to update in the list.
- Click the options menu (usually represented by three dots or a similar icon) beside that snapshot.
- Select the action that allows you to Refresh or Update the snapshot.
This opens a dialog where you can choose a source account.
4. Select the Source Account
The source account is the sub-account that contains the latest versions of the assets you want in your refreshed snapshot.
- From the dropdown, choose the sub-account that you have already updated with new or improved assets.
- Confirm the selection so GoHighLevel knows where to pull data from.
Only the supported snapshot assets will be considered for this refresh action.
5. Confirm the Refresh Action
- Review the confirmation message that appears.
- Understand that the snapshot will now match the chosen source account for the supported asset types.
- Click the button to Refresh or Update the snapshot.
GoHighLevel will now update the snapshot package. This does not yet change any existing client accounts; it only updates what the snapshot contains.
What Gets Updated in a GoHighLevel Snapshot
When you refresh a snapshot in GoHighLevel, specific asset categories are pulled from the source account. While the exact supported assets are documented in the platform help center, typical items include:
- Funnels and funnel steps
- Websites and pages
- Workflows and campaigns
- Calendars
- Forms and surveys
- Pipelines and stages
- Trigger links
Existing versions of these items in the snapshot are replaced by the updated versions from the selected source account.
How to Push Updated Snapshot Assets to Accounts
Refreshing the snapshot is only part one. Next, you can push the updated snapshot assets into one or more sub-accounts that are tied to that snapshot.
1. Open the Snapshot Distribution Options
- Return to the Snapshots list inside your GoHighLevel agency view.
- Locate the refreshed snapshot.
- Open the options menu and select the option to Load or Update a sub-account from that snapshot.
2. Select the Target Accounts
- Choose one or more sub-accounts that should receive the updated assets.
- Confirm the list carefully if multiple client accounts are selected.
This is where changes can affect live client environments, so double-check your choices.
3. Confirm the Asset Update
- Review any notices about overwriting or merging existing assets in the target accounts.
- Confirm to apply the updated snapshot contents.
GoHighLevel will now copy the refreshed version of each supported asset into those sub-accounts. Depending on the size of your snapshot, this can take a short amount of time.
Best Practices for Managing GoHighLevel Snapshots
To minimize disruptions and keep client accounts stable, follow these recommended practices.
- Test in a staging sub-account first: Before refreshing a main snapshot from a client account, replicate the changes in a dedicated test sub-account.
- Document changes: Keep a simple change log of what you add or modify before running a snapshot refresh so you know what to expect.
- Avoid removing critical assets: Deleting key campaigns or funnels from the source account before a refresh may remove them from future snapshot loads.
- Schedule updates: Apply updates to live client accounts during low-traffic hours, especially if you are changing funnels or automations.
Troubleshooting GoHighLevel Snapshot Updates
If something does not look right after a refresh or update, use these checks:
- Verify the correct source account: Make sure you selected the sub-account that truly has the latest assets.
- Confirm asset presence: Check that your new funnels, workflows, or other assets actually exist and are published in the source account.
- Re-run the refresh: If a new asset was missed, update the source account and refresh the snapshot again.
- Contact support: For issues that persist, refer to the official help article or open a ticket with platform support.
You can review the original platform documentation at this GoHighLevel help center article for additional platform-specific notes.
Next Steps and Additional Resources
Keeping your GoHighLevel snapshots updated ensures every new client account launches with your best-performing assets and automations. As your systems improve, repeat the refresh process so your snapshots always represent your latest standard.
If you need help designing scalable SOPs, snapshot strategies, or migration workflows that align with your CRM setup, you can learn more at Consultevo, where agencies get guidance on operations and marketing systems.
By following the steps in this guide, you can confidently refresh and deploy snapshots in GoHighLevel without guesswork, keeping every sub-account aligned with your most up-to-date frameworks.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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