# Creating New Snapshots in GHL Customer Care > Create reusable snapshots in GHL Customer Care to quickly clone sub-account setups, streamline workflows, and scale your onboarding process with customizable templates. - Source: https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care - Section: Account Snapshots / Snapshots - Reading time: 2 min - Images: 4, each explained below - Modified on Fri, 24 Jul at 2:44 PM --- This article shows you how to create a new snapshot in GHL Customer Care. Snapshots allow you to clone a sub-account's configuration so you can reuse them across other sub-accounts efficiently. --- **TABLE OF CONTENTS** - [What is a Snapshot?](#what-is-a-snapshot)[](#key-benefits-of-snapshots) - [Key Benefits of Snapshots](#key-benefits-of-snapshots)[](#how-to-create-a-snapshot) - [How to Create a Snapshot](#how-to-create-a-snapshot)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is a Snapshot?** A Snapshot in GHL Customer Care is a reusable template that captures all the configuration from a sub-account - including workflows, funnels, calendars, forms, campaigns, custom fields, and more. This allows you to duplicate successful setups across other client accounts. **Note:** You don’t “build” a snapshot directly. You first build a sub-account, and then create a snapshot from that account. --- ## **Key Benefits of Snapshots** - **Save Time:** Rapidly deploy repeatable configurations. - **Ensure Consistency:** Maintain uniform setups across clients or verticals. - **Enable SaaS Offers:** Power pre-built account templates for SaaS plans. - **Selective Asset Control:** Include all assets or handpick what you need. --- ## **How to Create a Snapshot** #### **Step 1:** Go to Account Snapshots 1. From Agency View, click **Account Snapshots** 2. Click the blue **\+ Create New Snapshot** button in the top right ![Step 1: Go to Account Snapshots (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047025974/original/DW1Rr3rRfBF2NrEltZ0SI9Ns4hW_ARDqlg.png) **Step 1: Go to Account Snapshots (image 1 of 4)** This screenshot appears in the "Step 1: Go to Account Snapshots" section of "Creating New Snapshots in GHL Customer Care". The text alongside this image reads: From Agency View, click Account Snapshots Click the blue + Create New Snapshot button in the top right. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture. - What to click: From Agency View, click Account Snapshots Click the blue + Create New Snapshot button in the top right - Fields: From Agency View, click Account Snapshots - Controls: Account Snapshots, + Create New Snapshot - Next: Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture. Full procedure: 1. From Agency View, click Account Snapshots 2. Click the blue + Create New Snapshot button in the top right #### **Step 2:** Name the Snapshot & Select Sub-Account Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture. ![Step 2: Name the Snapshot & Select Sub-Account (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047025912/original/H_cf0KyL_NHYsA1wmfa4KC2LCTv2niPhog.png) **Step 2: Name the Snapshot & Select Sub-Account (image 2 of 4)** This screenshot appears in the "Step 2: Name the Snapshot & Select Sub-Account" section of "Creating New Snapshots in GHL Customer Care". The text alongside this image reads: Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture. Immediately after, the guide continues: You'll see a list of all assets in the selected sub-account. Click Select All to include everything, or expand each category with + to choose individually. Once ready, click Create. - What to fill in: Enter a name that reflects the use case (e.g., “Spa Funnel Setup”) the select the sub-account that contains the assets you want to capture. - Next: You'll see a list of all assets in the selected sub-account. Click Select All to include everything, or expand each category with + to choose individually. Once ready, click Create. #### **Step 3:** Choose Assets to Include You'll see a list of all assets in the selected sub-account. Click **Select All** to include everything, or expand each category with + to choose individually. Once ready, click **Create.** **Note:** If any assets fail to load during this step, you’ll now see a “Retry” option. Clicking it will reattempt fetching the incomplete categories without needing to restart the snapshot creation process.This is especially useful in cases where there are a large number of assets or intermittent load delays. ![Step 3: Choose Assets to Include (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067734786/original/hXnUfhnxf05CUg6KwF6M6YZGwth81gWuVg.gif) **Step 3: Choose Assets to Include (image 3 of 4)** This animation appears in the "Step 3: Choose Assets to Include" section of "Creating New Snapshots in GHL Customer Care". The text alongside this image reads: Note: If any assets fail to load during this step, you’ll now see a “Retry” option. Clicking it will reattempt fetching the incomplete categories without needing to restart the snapshot creation process.This is especially useful in cases where there are a large number of assets or intermittent…. Immediately after, the guide continues: Ad Campaigns – LinkedIn (Marketing Assets). - What this covers: Note: If any assets fail to load during this step, you’ll now see a “Retry” option. Clicking it will reattempt fetching the incomplete categories without needing to restart the snapshot creation process.This is especially useful in cases where there are a large number of assets or intermittent load delays. - Controls: Select All, Create. - Next: Ad Campaigns – LinkedIn (Marketing Assets) **Ad Campaigns – LinkedIn (Marketing Assets)** You can include LinkedIn campaign structures in a snapshot. Go to Marketing assets → Ad Campaigns – LinkedIn. Select specific campaigns or choose Select All (shows Selected/Total). GHL Customer Care preserves the full hierarchy: Campaign Group → Campaign → Ad. **Note:** Lead Gen Forms are not included in snapshots. **Note:** Associations between CRM objects are included automatically in snapshots as long as both objects in the relationship are selected. Contact-to-Contact associations are not supported at this time. ![Step 3: Choose Assets to Include (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067811354/original/-k1WfJbzO3PpR3Uc5tDMNX9FxCiQSOi9bA.png) **Step 3: Choose Assets to Include (image 4 of 4)** This screenshot appears in the "Step 3: Choose Assets to Include" section of "Creating New Snapshots in GHL Customer Care". The text alongside this image reads: Note: Associations between CRM objects are included automatically in snapshots as long as both objects in the relationship are selected. Contact-to-Contact associations are not supported at this time. Immediately after, the guide continues: Q: Where do I build a snapshot? You build a sub-account, not the snapshot itself. Then you capture that sub-account using the snapshot tool. - What this covers: Note: Associations between CRM objects are included automatically in snapshots as long as both objects in the relationship are selected. Contact-to-Contact associations are not supported at this time. - Controls: Select All, Create. - Next: Q: Where do I build a snapshot? You build a sub-account, not the snapshot itself. Then you capture that sub-account using the snapshot tool. --- ## **Frequently Asked Questions** **Q: Where do I build a snapshot?** You build a sub-account, not the snapshot itself. Then you capture that sub-account using the snapshot tool. **Q: What’s included in a snapshot?** Included: Workflows, Funnels, Calendars, Forms, Emails, Triggers, Custom Fields, Custom Values, Membership content, Services, Webinars, AI Studio projects and more. Not included: Contacts, Appointments, Conversations, Reputation data, Stripe connections, or integrations. **Q: Can I use a snapshot more than once?** Yes  ! You can apply a snapshot to as many sub-accounts as you need. **Q: Can I update a snapshot later?** Yes. Use the Refresh option to add or remove new assets from an existing snapshot. --- ## **Related Articles** - [Snapshots - Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview) - [Snapshot Management: Selective Asset Snapshots and Force Snapshot Creation](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-management-selective-asset-snapshots-and-force-snapshot-creation) - [How to Share Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/how-to-share-snapshots) - [Snapshot Version Management](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/snapshot-version-management) [](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/refresh-or-update-snapshots)[](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/refresh-or-update-snapshots) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com