Create a New Sub-Account from a Snapshot in GoHighLevel

If you use ClickUp or other project tools to manage client onboarding, you can streamline your workflow by creating new client sub-accounts directly from a snapshot in GoHighLevel. This step-by-step guide walks you through the exact process so you can reliably clone funnels, automations, and settings into a fresh sub-account in just a few clicks.

The instructions below are based on the official GoHighLevel help documentation and are designed so agency owners, teams, and administrators can confidently set up new accounts without missing a step.

What a GoHighLevel Snapshot Sub-Account Does

Before creating a new sub-account, it helps to understand what a snapshot is inside GoHighLevel. A snapshot is a packaged copy of assets and configurations from one account that you can apply to another account.

Typical items contained in a snapshot include:

• Funnels and websites
• Workflows and automations
• Pipelines and calendars
• Email and SMS templates
• Other core account configurations

By using a snapshot when you create a sub-account, you avoid rebuilding the same structure manually for every new client.

Accessing the GoHighLevel Agency View

To create a new sub-account, you must start in the agency (admin) area of your GoHighLevel account.

1. Log in to your GoHighLevel agency account with an admin user.
2. From the main left-hand navigation, make sure you are in the Agency View (not inside an individual sub-account).
3. Locate the section where you can manage accounts or locations (depending on your interface version).

Only agency-level users can create or manage sub-accounts from snapshots in GoHighLevel.

How to Create a GoHighLevel Sub-Account from a Snapshot

Once you are in the agency area, you can start the actual sub-account creation process. Follow these steps carefully so the snapshot is applied correctly.

Step 1: Start a New GoHighLevel Sub-Account

1. In the Agency View, navigate to the Sub-Accounts or Accounts section.
2. Click the button labeled Add Account or a similar option that starts the account creation process.
3. A screen will appear asking you to choose how you want to set up the new sub-account.

This is where you tell GoHighLevel that you want to use a snapshot as the starting point.

Step 2: Choose to Use a GoHighLevel Snapshot

1. On the account creation screen, select the option to Create from Snapshot (wording may vary slightly depending on interface updates).
2. A list of available snapshots will appear. These are the snapshots you have already created or imported into your GoHighLevel agency account.
3. Review the list and identify the snapshot that matches the type of client or use case you are setting up (for example: real estate, dental, local business, or a custom agency template).

Choosing the right snapshot ensures the new sub-account instantly receives the appropriate funnels, automations, and other assets.

Step 3: Select the Appropriate Snapshot

1. Click on the snapshot you want to apply to the new sub-account.
2. Confirm your selection if GoHighLevel prompts you to verify the snapshot choice.
3. Make sure you are not accidentally selecting a test or outdated snapshot, as this will determine what gets cloned into the new account.

At this point GoHighLevel knows which snapshot to use, and you can move on to the basic account details.

Step 4: Enter New Sub-Account Details

After choosing the snapshot, you will be asked to fill out key information for the new account:

• Business or Client Name – The name that will appear for the sub-account.
• Contact Details – Typically the primary contact person and their email address.
• Location Information – Address, city, state, and related data as needed.
• Other Basic Settings – Any required fields that GoHighLevel uses to configure the account.

Complete all required fields accurately so that future communications and invoices reflect the correct client details.

Step 5: Finalize and Create the GoHighLevel Sub-Account

1. Review all the information you entered, including the selected snapshot and client details.
2. Click Save or Create to launch the new sub-account.
3. GoHighLevel will now create the sub-account and import all assets and settings from the chosen snapshot.

The cloning process may take a short time depending on how large the snapshot is. Once complete, you can log into the new sub-account and confirm that everything from the snapshot transferred correctly.

Verifying Your New GoHighLevel Sub-Account

After GoHighLevel finishes applying the snapshot, you should perform a quick quality check inside the new sub-account.

• Open the Funnels or Websites section to verify that all templates appear.
• Review Workflows or Automations to ensure they are present and activated as intended.
• Check Calendars, Pipelines, and Forms for the correct cloned settings.
• Confirm any branded content or niche-specific assets are correctly set up for this particular client.

If something is missing, compare the new account to the original source account or snapshot configuration and update as needed.

Best Practices When Using GoHighLevel Snapshots

To get the most from this workflow, keep these best practices in mind:

• Maintain Master Templates – Use one or more master sub-accounts as your template sources in GoHighLevel, and regularly update the snapshots created from them.
• Name Snapshots Clearly – Use descriptive names so your team knows exactly which snapshot to choose for each client type.
• Test Before Scaling – Create a test sub-account with the snapshot to confirm everything works before deploying it to many clients.
• Document Your Process – Store simple internal documentation, possibly alongside your ClickUp tasks, so team members can repeat the process consistently.

Where to Learn More About GoHighLevel Snapshots

If you want additional clarification, you can review the original GoHighLevel help article used as the basis for this guide by visiting the official documentation: Create a New Sub-Account Using Snapshot.

For strategic guidance on implementing GoHighLevel inside an agency, marketing teams often work with experienced consultants. A helpful starting point for broader systems, automation, and implementation services is Consultevo, which provides resources for agencies using modern CRM and automation platforms.

Summary: Fast Client Onboarding with GoHighLevel

Creating a new sub-account from a snapshot in GoHighLevel is one of the most efficient ways to onboard new clients. By preparing strong template snapshots, entering accurate client data, and verifying each new account, you can quickly deploy a complete marketing and sales system with minimal manual setup.

Follow the steps in this guide every time you create a sub-account from a snapshot, and you will have a consistent, reliable method for launching new client workspaces on GoHighLevel.

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