Manage Snapshot Push Settings in GoHighLevel

Use this step-by-step guide to manage snapshot push settings for individual sub-accounts in GoHighLevel. While this article is focused on GoHighLevel, many agency owners used to ClickUp or other tools will find the workflow simple and familiar. You will learn how to control which assets update when you push new versions of a snapshot so you can protect your sub-account customizations.

This how-to is based on the official GoHighLevel documentation for managing snapshot push behavior at the sub-account level.

What Are Snapshot Push Settings in GoHighLevel?

In GoHighLevel, a snapshot is a packaged set of assets you can apply to sub-accounts, including:

• Funnels and websites
• Workflows and automations
• Calendars and forms
• Pipelines and stages
• Custom fields and tags
• Other account configurations

Snapshot push settings determine how those assets behave whenever you push an updated version of the snapshot to an existing sub-account. This allows you to keep some assets synced while protecting others from being overwritten.

Why Manage GoHighLevel Snapshot Push Per Sub-Account?

Managing snapshot push on a per-sub-account basis in GoHighLevel is essential when different clients need different levels of customization. Some client accounts must stay closely aligned with your master snapshot, while others require heavy customization that should not be overwritten.

By tailoring the push settings for each sub-account, you can:

• Preserve custom changes while still receiving updates for selected assets.
• Prevent accidental overwrites of custom funnels or workflows.
• Maintain consistent core structures across all accounts.
• Fine-tune which resources update on each snapshot push.

How to Access GoHighLevel Snapshot Push Settings

Follow these steps to access and manage snapshot push settings for a specific sub-account in GoHighLevel:

1. Log in to your agency-level GoHighLevel account.

2. Navigate to the Sub-Accounts or Accounts section where all client accounts are listed.

3. Locate the sub-account you want to manage.

4. Open the sub-account details panel or settings screen.

5. Look for the area labeled Snapshot or Snapshot Settings. Here you will see the snapshot currently applied to that sub-account.

6. Find the option labeled Manage Snapshot Push Settings (wording in the UI may vary slightly depending on the latest GoHighLevel updates).

Once you open the management panel, you can configure how that specific sub-account responds to future snapshot pushes.

Configure GoHighLevel Snapshot Push Behavior

Inside the snapshot push settings area, GoHighLevel lets you choose how different types of snapshot assets are handled for that sub-account. The goal is to define whether each category of assets should:

• Always update from the snapshot
• Never update after the initial import
• Only update when new assets are added

Typical GoHighLevel Options You Will See

Depending on the current GoHighLevel interface, you will see toggle switches, checkboxes, or dropdowns for different asset types. Common categories include:

• Funnels & Websites – Decide if future changes to funnels and pages in the snapshot should overwrite or merge with this sub-account.
• Workflows & Automations – Choose whether updated workflows from the snapshot will replace or supplement existing automations.
• Pipelines & Stages – Control pipeline updates to keep sales processes aligned across client accounts.
• Calendars & Forms – Manage whether structural changes in calendars or forms are pushed to existing sub-accounts.
• Custom Fields & Tags – Define whether structural data changes stay in sync with the main snapshot.

Step-by-Step: Adjusting Snapshot Push Settings

1. Open the sub-account snapshot settings page as described above.

2. Review the current toggle or checkbox state for each asset category.

3. For assets that must stay fully synced with your template, set them to allow updates on push.

4. For assets that contain heavy customizations you want to protect, set them to block updates or leave them as initial import only, depending on the options provided by GoHighLevel.

5. Click Save or Update to apply the new push settings to the sub-account.

These settings will be applied every time you push an updated version of the snapshot that is linked to this sub-account.

Best Practices for GoHighLevel Snapshot Management

Use the following best practices when managing snapshot push settings in GoHighLevel across multiple client accounts:

• Standardize your base snapshot. Build a solid master snapshot that contains only assets you truly want to maintain across accounts.
• Limit custom work in master assets. Keep client-specific customization inside the sub-account, not in the snapshot.
• Document your rules. Maintain a simple document or ClickUp list detailing which asset types should always stay synced and which should stay local.
• Test on a demo sub-account. Before pushing large changes, test your snapshot and push settings on an internal or demo sub-account.
• Review after major updates. Each time you add major features to your snapshot, review push settings so they still match your agency workflow.

How GoHighLevel Snapshot Push Affects Existing Data

When you push an updated snapshot in GoHighLevel, what happens depends entirely on the options you selected in the sub-account push settings. In general:

• Assets set to update will receive changes from the snapshot and may override existing versions.
• Assets set to ignore updates will remain as they are in the sub-account, even if the snapshot is updated.
• Assets set to only add new will import new items from the snapshot without modifying existing ones.

Always confirm the desired behavior in the sub-account settings before performing a large snapshot push to avoid losing important custom work.

Where to Learn More About GoHighLevel Snapshots

For the most current, detailed explanation of each available option in the snapshot push interface, review the official GoHighLevel help article here: Manage Snapshot Push Settings for Individual Sub-Accounts.

If you want strategic guidance on how to structure your agency systems, automation, and GoHighLevel configuration, you can find expert resources and consulting at Consultevo.

Summary: Control Sub-Account Updates in GoHighLevel

By correctly configuring snapshot push settings for individual sub-accounts in GoHighLevel, agencies can combine the efficiency of global templates with the flexibility of per-client customization. Use the sub-account snapshot management screen to decide which assets remain synced with your master snapshot and which ones stay fully custom, ensuring reliable updates without risking critical client-specific changes.

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