How to Create New Snapshots in GoHighLevel

If you manage multiple workspaces in tools like ClickUp and want similar reproducible systems for your CRM, learning how to create snapshots in GoHighLevel is essential. Snapshots let you duplicate core assets from one account to another so you can launch new client accounts faster and with consistent settings.

This how-to article walks you step by step through creating, configuring, and sharing snapshots inside GoHighLevel using the options provided in the platform’s snapshot settings.

What a GoHighLevel Snapshot Includes

A snapshot in GoHighLevel is a collection of assets and configurations copied from a source account into other accounts. When you create a new snapshot, you can choose which items to include.

Depending on your subscription plan, the following asset types can typically be part of a snapshot:

• Custom fields
• Calendars
• Pipelines
• Campaigns and workflows
• Forms and surveys
• Funnels and websites
• Triggers and automation logic
• Tags and segments
• Email and SMS templates
• Products and related settings

Some items vary by plan level or may be added over time, but the core idea remains: a GoHighLevel snapshot bundles your client-ready configurations so they can be reused quickly.

Where to Create a GoHighLevel Snapshot

You create snapshots from the agency view, not from individual sub-accounts. This ensures that the GoHighLevel snapshot is available across multiple locations and clients managed under your agency account.

To reach the snapshot controls you will use for creation and management, you must navigate into the agency settings area and select the proper tab.

Step-by-Step: Creating a New GoHighLevel Snapshot

Follow these steps to create a new snapshot based on an existing sub-account inside your agency:

1. Log in to your agency account.

   Sign in to your main agency dashboard in GoHighLevel using your agency-level credentials.

2. Open the Agency Settings area.

   From the left-hand navigation, click on the settings icon to access agency-level configuration options.

3. Go to the Snapshots tab.

   Inside agency settings, locate and click the Snapshots tab. This is where all of your GoHighLevel snapshots are listed and managed.

4. Click “New Snapshot”.

   Select the button to create a new snapshot. This opens a configuration window or panel where you define snapshot details.

5. Choose the source account.

   Pick the sub-account whose assets you want to capture. The snapshot will pull in the eligible configurations and assets from this source location.

6. Name your snapshot.

   Enter a clear, descriptive name and, if available, an internal description. This helps you and your team identify the correct GoHighLevel snapshot later when assigning it to other accounts.

7. Select what to include.

   Choose the types of assets that should be part of the snapshot. Depending on the interface, these may be checkboxes or toggles for items like funnels, workflows, forms, and more.

8. Save and create.

   Click the button to finalize and create your snapshot. GoHighLevel will process the snapshot and it will appear in your snapshots list once completed.

After creation, your snapshot is available for use when setting up new sub-accounts or when updating existing ones with standardized assets.

Using a GoHighLevel Snapshot With New Sub-Accounts

Once your snapshot is created, you can apply it when adding new client sub-accounts. This speeds up onboarding and maintains consistency across all client workspaces.

In a typical workflow:

• You create a new sub-account from your agency dashboard.
• You select the desired snapshot to apply to that sub-account.
• The system copies the snapshot’s assets into the new location.

This approach ensures that every new client account starts with your predefined GoHighLevel processes, campaigns, and templates.

Updating or Refreshing a GoHighLevel Snapshot

Over time, you may enhance your funnels, workflows, or messaging inside a live sub-account. When those improvements are ready to be shared, you can update your existing snapshot so other sub-accounts benefit from those changes.

How to Refresh a GoHighLevel Snapshot

While exact button labels in the interface may vary, the standard method for refreshing a snapshot uses the following logic:

1. Open the Snapshots tab in agency settings.
2. Select the snapshot you want to refresh or update.
3. Choose the option to refresh or update from a target sub-account.
4. Select the account that contains your most current assets.
5. Confirm the refresh so that the snapshot now mirrors the selected account’s configuration.

After refreshing, new accounts that use that GoHighLevel snapshot will receive the latest configuration. Depending on settings, you may also have options for pushing updates into existing sub-accounts that are linked to the snapshot.

Sharing a GoHighLevel Snapshot With Other Agencies

Some subscription levels allow you to share your snapshot with other agencies or external accounts. This is useful if you are packaging systems as a service or collaborating with partners.

Share a Snapshot via Link or Email

When enabled, sharing usually follows this pattern:

• Open the desired snapshot from the Snapshots list.
• Click an option such as Share or Generate Link.
• Copy the share link or enter the recipient’s email address.
• Provide any required permissions or notes.
• Send the link or instructions so the other agency can import the GoHighLevel snapshot into their own account.

The receiving agency can then choose to accept and import the snapshot, which will copy your packaged assets into their own environment.

Best Practices for Managing GoHighLevel Snapshots

To keep your snapshot library organized and efficient, consider the following best practices:

• Use clear naming conventions. Include the niche, funnel type, or offer in the snapshot name.
• Document updates. Keep simple release notes whenever you refresh or adjust a snapshot.
• Limit unnecessary assets. Only include what is needed for each use case to keep new sub-accounts lean and focused.
• Test after applying. Always test a new sub-account created from a snapshot to confirm that forms, funnels, and workflows behave as expected.

Learn More About GoHighLevel Snapshots

For the original reference material on which this guide is based, see the official documentation on creating new snapshots in GoHighLevel at this help article.

If you need strategic help building scalable systems, funnels, and automations around your GoHighLevel setups, you can also explore additional resources and services at Consultevo.

By organizing your assets into well-structured snapshots and keeping them updated, you can turn your GoHighLevel agency account into a repeatable, efficient engine for launching and managing client accounts at scale.

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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