GoHighLevel Snapshot Management Guide
ClickUp users who migrate to GoHighLevel often ask how to safely clone, update, and maintain sub-accounts at scale. This step-by-step guide explains how snapshot management works so you can selectively copy assets and keep client accounts in sync with minimal risk.
Using snapshots correctly lets you roll out funnels, automations, and settings to multiple locations without rebuilding from scratch. In this article you will learn how to create and manage selective asset snapshots, and how to force a new version when needed.
What Is Snapshot Management in GoHighLevel?
Snapshot management in GoHighLevel allows you to capture the configuration of an account and apply it to other accounts. Instead of manually recreating each asset, you save everything into a single reusable package called a snapshot.
A snapshot can contain many elements, including:
- Funnels and funnel steps
- Websites and pages
- Workflows and triggers
- Campaigns and emails
- Calendars and appointment settings
- Pipelines and opportunity stages
- Custom fields, tags, and forms
- Surveys and other marketing assets
Once a snapshot is created, it can be installed into one or more sub-accounts. When you update the snapshot, you can push those changes to any linked sub-account that uses it.
How GoHighLevel Selective Asset Snapshots Work
Sometimes you do not want to include every asset from an account. Selective asset snapshots in GoHighLevel let you choose exactly which items are packaged, so you only share what is needed.
This is useful when:
- You manage multiple brands or niches in one agency
- You want to send only a new funnel or workflow to an existing client
- You need to protect proprietary assets from being shared
Preparing an Account for a GoHighLevel Selective Snapshot
Before creating a selective snapshot, take a moment to prepare the source account. Good preparation prevents overwriting important settings when the snapshot is installed elsewhere.
Recommended preparation steps include:
- Rename key assets clearly so they are easy to identify in the selection list
- Remove or archive obsolete workflows, funnels, and campaigns
- Verify that default settings such as time zones and currencies are correct
- Ensure that pipelines and stages follow your latest naming conventions
With a clean and well-labeled account, selective snapshot creation becomes far less error-prone.
Steps to Create a Selective Asset Snapshot in GoHighLevel
To build a selective asset snapshot, follow these general steps inside your agency view:
- Open the Agency dashboard and go to the Accounts or Sub-Accounts section.
- Select the source account that contains the assets you want to package.
- Locate the Snapshots or Manage Snapshots option for that account.
- Click the button to Create Snapshot or a similar action.
- When prompted, choose the option for a Selective or Custom snapshot instead of a full snapshot.
- Give the snapshot a clear name so you can recognize its purpose later.
- Review the list of assets and select only those you want to include, such as specific funnels, workflows, or campaigns.
- Confirm and create the snapshot, then wait for the process to complete.
The new snapshot will now appear in your snapshot library, ready to be applied to other sub-accounts when needed.
Force Snapshot Creation in GoHighLevel
In some situations, you need to guarantee that all latest changes are captured immediately, even if an auto-refresh has not yet occurred. Force snapshot creation in GoHighLevel ensures a fresh version is generated on demand.
Typical reasons to force a new snapshot version include:
- You just updated workflows or funnels and need to push the changes right away
- You fixed a bug in an automation and want to distribute the corrected version
- You are preparing a demo or client onboarding and need the most current template
When to Use Forced GoHighLevel Snapshot Creation
Using force snapshot creation is powerful, but should be done carefully. Each time you force a snapshot, any sub-account that later receives that update can have assets overwritten or merged with the new version.
Best practices for deciding when to force a new snapshot include:
- After completing a group of related changes, not during experimentation
- After testing all key workflows, emails, and automations in a sandbox account
- Before onboarding a new batch of clients that will rely on that template
Planning these forced updates helps you maintain predictable behavior across all the accounts that depend on your templates.
How to Force Snapshot Creation in GoHighLevel
To force a new snapshot version, you generally work from the agency-level snapshot management area rather than from inside the sub-account itself.
- Go to the Agency dashboard and open the Snapshots or Snapshot Management section.
- Find the snapshot you want to update in the list of existing snapshots.
- Click the options menu or the action button associated with that snapshot.
- Select the option to Force Create Snapshot or Force New Version, depending on your interface.
- Confirm that you want to generate a new version of the snapshot.
- Wait for the system to complete the forced creation process.
Once the process finishes, the latest snapshot version can be pushed or applied to linked sub-accounts.
Managing Installations of GoHighLevel Snapshots
After you create snapshots, the next step is to manage how they are installed and updated across your client accounts. Good management helps prevent accidental data loss and keeps all locations consistent.
Installing a Snapshot into a Sub-Account
To install a snapshot into a sub-account, follow these general steps:
- In the Agency view, create a new sub-account or open an existing one.
- Choose the option to Apply Snapshot or Load Snapshot.
- Select the snapshot you created earlier from the list.
- Review which asset categories will be imported, such as funnels, workflows, and calendars.
- Confirm and run the installation, then allow time for all assets to be copied.
For selective asset snapshots, installation will include only the assets you originally selected, making it safer to use on existing client accounts.
Updating Accounts from a GoHighLevel Snapshot
When you later edit the source account and force a new snapshot version, you can push those changes to linked sub-accounts. This ensures all clients benefit from your improvements.
Before pushing updates, consider these tips:
- Test the new snapshot version in a staging account first
- Communicate with clients about any visible funnel or workflow change
- Export or back up critical data like opportunities and contacts if needed
Careful version control avoids surprises when rolling out updates to many accounts at once.
Best Practices for GoHighLevel Snapshot Management
To get the most value from snapshot management, follow a few simple best practices that apply to agencies of any size.
- Use clear naming conventions for snapshots, such as including the niche, funnel type, and version number.
- Document changes each time you force a new version so your team knows what was updated.
- Limit who can force snapshots by assigning appropriate user permissions in your agency.
- Create sandbox accounts to test imports, exports, and updates before using them on real clients.
- Review linked accounts regularly to verify that snapshot updates have been applied correctly.
These habits turn snapshot management into a reliable foundation for service delivery instead of a one-off technical process.
More Resources for GoHighLevel Users
To dive deeper into snapshot management and related features, you can review the official documentation on selective asset snapshots and forced snapshot creation here: GoHighLevel Snapshot Management Reference.
If you want expert implementation help, templates, or strategic setup for your agency, visit Consultevo for specialized consulting and done-for-you systems built on this platform.
By combining proper snapshot management with careful testing, your team can roll out consistent, scalable systems to every client account while keeping control over each version and update.
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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