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Account Snapshots

Load Multiple Sub-Accounts to a Snapshot

Learn how to load and link snapshots across multiple sub-accounts in GHL Customer Care using the new My Account Snapshots workflow

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  1. What is Link/Load Multiple Sub-Accounts to a Snapshot?
  2. Key Benefits of Link/Load Multiple Sub-Accounts to a Snapshot
  3. Universal Account Selection
  4. Smart Account Tabs
  5. How To Setup Link/Load Multiple Sub-Accounts to a Snapshot
  6. Frequently Asked Questions
  7. Related Articles

Link/Load Multiple Sub-Accounts to a Snapshot gives agencies a faster way to apply snapshots across multiple client accounts from one central workflow in GHL Customer Care. Instead of opening individual sub-accounts to start the load process, users can launch a single Load modal from My Account Snapshots and select multiple accounts at once. This helps agencies standardize setup, speed up onboarding, and reduce manual work when rolling out snapshot-based systems across their client base.

TABLE OF CONTENTS

Link/Load Multiple Sub-Accounts to a Snapshot expands the existing snapshot load experience by making account selection more centralized and efficient. It introduces a new modal with visibility into all agency sub-accounts, including accounts that are already linked and those that are still available. When a snapshot is loaded into an available account, GHL Customer Care automatically links that sub-account to the snapshot as part of the same flow.

  • Accelerated onboarding: Load a snapshot into multiple sub-accounts in one workflow instead of repeating the same action account by account.
  • Unified workflow: Start from My Account Snapshots and manage rollout decisions from one central Load modal.
  • Better visibility: Quickly see which sub-accounts are already linked to the snapshot and which ones still need it.
  • Faster standardization: Apply your agency’s preferred setup across more client accounts with fewer manual steps.
  • Automatic linking for available accounts: When you load a snapshot into an available sub-account, GHL Customer Care links it during the same action.

Universal Account Selection

Universal Account Selection makes it easier to choose where a snapshot should be loaded by placing all agency sub-accounts into a single selection experience. This helps reduce page switching and gives teams a more efficient way to manage large rollout tasks.

When you open the Load modal from My Account Snapshots, you can:

  • view agency sub-accounts in one place
  • search for specific sub-accounts by name
  • select one, several, or many accounts in the same workflow
  • start the load process without first opening each individual sub-account

This updated experience is especially helpful for agencies that manage multiple client accounts and want a faster way to apply the same snapshot across them.

Universal Account Selection (image 1 of 7) What this shows This updated experience is especially helpful for agencies that manage multiple client accounts and want a faster way to apply the same… What this shows Illustrates the "Universal Account Selection" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot appears in the "Universal Account Selection" section of "Load Multiple Sub-Accounts to a Snapshot". The text alongside this image reads: This updated experience is especially helpful for agencies that manage multiple client accounts and want a faster way to apply the same snapshot across them. Immediately after, the guide continues: Smart Account Tabs improve decision-making by helping users quickly understand the current relationship between a snapshot and their sub-accounts. This saves time during onboarding, cleanup, and account standardization because users can…. Image 1 of 7 What this coversThis updated experience is especially helpful for agencies that manage multiple client accounts and want a faster way to apply the same snapshot across them.
Buttons and menus referenced My Account Snapshots
Next stepSmart Account Tabs improve decision-making by helping users quickly understand the current relationship between a snapshot and their sub-accounts. This saves time during onboarding, cleanup, and account standardization because users can work from filtered account groups instead of reviewing accounts one by one.
All 4 steps in this procedure
  1. view agency sub-accounts in one place
  2. search for specific sub-accounts by name
  3. select one, several, or many accounts in the same workflow
  4. start the load process without first opening each individual sub-account

Smart Account Tabs

Smart Account Tabs improve decision-making by helping users quickly understand the current relationship between a snapshot and their sub-accounts. This saves time during onboarding, cleanup, and account standardization because users can work from filtered account groups instead of reviewing accounts one by one.

The Load modal includes three tabs:

  • All: Shows all agency sub-accounts.
  • Linked: Shows sub-accounts that are already linked to the selected snapshot.
  • Available: Shows sub-accounts that are not yet linked to the selected snapshot.

These tabs make it easier to identify where the snapshot is already in use and where it still needs to be applied. For example, the Available tab can help surface accounts that were not previously connected to the snapshot.

Smart Account Tabs (image 2 of 7) What this shows These tabs make it easier to identify where the snapshot is already in use and where it still needs to be applied. What this shows Illustrates the "Smart Account Tabs" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot appears in the "Smart Account Tabs" section of "Load Multiple Sub-Accounts to a Snapshot". The text alongside this image reads: These tabs make it easier to identify where the snapshot is already in use and where it still needs to be applied. For example, the Available tab can help surface accounts that were not previously connected to the snapshot. Immediately after, the guide continues: Proper setup helps agencies use the feature consistently and avoid confusion between the older single-account workflow and this new centralized experience. Following the steps below ensures the feature is enabled, the correct snapshot is…. Image 2 of 7 What this coversThese tabs make it easier to identify where the snapshot is already in use and where it still needs to be applied. For example, the Available tab can help surface accounts that were not previously connected to the snapshot.
Buttons and menus referenced AllLinkedAvailable
Next stepProper setup helps agencies use the feature consistently and avoid confusion between the older single-account workflow and this new centralized experience. Following the steps below ensures the feature is enabled, the correct snapshot is selected, and target sub-accounts are chosen from the appropriate tab.
All 3 steps in this procedure
  1. All: Shows all agency sub-accounts.
  2. Linked: Shows sub-accounts that are already linked to the selected snapshot.
  3. Available: Shows sub-accounts that are not yet linked to the selected snapshot.

Proper setup helps agencies use the feature consistently and avoid confusion between the older single-account workflow and this new centralized experience. Following the steps below ensures the feature is enabled, the correct snapshot is selected, and target sub-accounts are chosen from the appropriate tab.

  1. Open My Account Snapshots
    From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use.
    Click Load Updates to Sub-Account next to the selected snapshot.
    Step 1 of 4: Open My Account Snapshots From the Agency view, navigate to My Account… What this shows Step 1 of 4: Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. What this shows Shows where to go for step 1 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot accompanies step 1 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". At this point in the walkthrough you open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot. The next step is to choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked. Step 1 of 4Image 3 of 7 Where to goOpen My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot.
    Buttons and menus referenced Open My Account SnapshotsMy Account SnapshotsLoad Updates to Sub-AccountChoose the correct tabAllLinkedAvailableLoadComplete the remaining load steps
    Next stepChoose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    All 4 steps in this procedure
    1. Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot. this image
    2. Choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    3. Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    4. Complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
  2. Choose the correct tab
    Use All to view every sub-account.
    Use Linked to view accounts already associated with the snapshot.
    Use Available to view accounts that are not yet linked.
    Step 2 of 4: Choose the correct tab Use All to view every sub-account. Use Linked… What this shows Step 2 of 4: Choose the correct tab Use All to view every sub-account. What this shows Shows what to choose for step 2 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot accompanies step 2 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". At this point in the walkthrough you choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked. The next step is to select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process. Step 2 of 4Image 4 of 7 What to chooseChoose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    Buttons and menus referenced Choose the correct tabAllLinkedAvailableOpen My Account SnapshotsMy Account SnapshotsLoad Updates to Sub-AccountLoadComplete the remaining load steps
    Next stepSelect sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    All 4 steps in this procedure
    1. Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot.
    2. Choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked. this image
    3. Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    4. Complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
  3. Select sub-accounts by checking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    Step 3 of 4: Select sub-accounts by c hecking the boxes (Search for accounts by… What this shows Step 3 of 4: Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). What this shows Shows what to choose for step 3 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". This animation accompanies step 3 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". At this point in the walkthrough you select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process. The next step is to complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts. Step 3 of 4Image 5 of 7 What to chooseSelect sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    Buttons and menus referenced LoadOpen My Account SnapshotsMy Account SnapshotsLoad Updates to Sub-AccountChoose the correct tabAllLinkedAvailableComplete the remaining load steps
    Next stepComplete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
    All 4 steps in this procedure
    1. Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot.
    2. Choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    3. Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process. this image
    4. Complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
  4. Complete the remaining load steps
    Review the snapshot items being loaded if prompted.
    Resolve any conflicts if the load flow presents conflict options.
    Confirm the action to begin loading the snapshot into the selected accounts.
    Step 4 of 4: Complete the remaining load steps Review the snapshot items being… What this shows Step 4 of 4: Complete the remaining load steps Review the snapshot items being loaded if prompted. What this shows Shows how to confirm for step 4 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot accompanies step 4 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". At this point in the walkthrough you complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts. Step 4 of 4Image 6 of 7 How to confirmComplete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
    Buttons and menus referenced Complete the remaining load stepsOpen My Account SnapshotsMy Account SnapshotsLoad Updates to Sub-AccountChoose the correct tabAllLinkedAvailableLoad
    All 4 steps in this procedure
    1. Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot.
    2. Choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    3. Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    4. Complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts. this image
    Step 4 of 4: Complete the remaining load steps Review the snapshot items being… What this shows Step 4 of 4: Complete the remaining load steps Review the snapshot items being loaded if prompted. What this shows Shows how to confirm for step 4 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". This screenshot accompanies step 4 of 4 in the "How To Setup Link/Load Multiple Sub-Accounts to a Snapshot" section of "Load Multiple Sub-Accounts to a Snapshot". At this point in the walkthrough you complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts. Step 4 of 4Image 7 of 7 How to confirmComplete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts.
    Buttons and menus referenced Complete the remaining load stepsOpen My Account SnapshotsMy Account SnapshotsLoad Updates to Sub-AccountChoose the correct tabAllLinkedAvailableLoad
    All 4 steps in this procedure
    1. Open My Account Snapshots From the Agency view, navigate to My Account Snapshots and locate the snapshot you want to use. Click Load Updates to Sub-Account next to the selected snapshot.
    2. Choose the correct tab Use All to view every sub-account. Use Linked to view accounts already associated with the snapshot. Use Available to view accounts that are not yet linked.
    3. Select sub-accounts by c hecking the boxes (Search for accounts by name if needed). Click Load to continue with the snapshot loading process.
    4. Complete the remaining load steps Review the snapshot items being loaded if prompted. Resolve any conflicts if the load flow presents conflict options. Confirm the action to begin loading the snapshot into the selected accounts. this image

Frequently Asked Questions

Q: What is the main difference between this feature and the older snapshot load flow?
The older workflow typically begins from an individual sub-account context. This feature introduces a centralized Load modal from My Account Snapshots, making it possible to select multiple sub-accounts in one place.

Q: What happens when I load a snapshot into an Available sub-account?
GHL Customer Care loads the snapshot and automatically links that sub-account to the snapshot during the same process.

Q: Can I select more than one sub-account at the same time?
Yes. The new Load modal is designed to let you select multiple sub-accounts in a single workflow.

Q: Does this feature replace Push Updates?
A: No. This feature improves how snapshots are loaded and linked across sub-accounts. Push Updates remain a separate snapshot workflow used for ongoing update management.

Q: Where do I start this new workflow?
A: Start from My Account Snapshots in Agency view, then click Load next to the snapshot you want to apply.

Q: Why is this useful for agencies?
A: It reduces manual page-hopping, improves visibility across sub-accounts, and makes it easier to apply agency standards more efficiently.

Frequently asked questions

What is Link/Load Multiple Sub-Accounts to a Snapshot?
Link/Load Multiple Sub-Accounts to a Snapshot expands the existing snapshot load experience by making account selection more centralized and efficient. It introduces a new modal with visibility into all agency sub-accounts, including accounts that are already linked and those that are still available. When a snapshot is loaded into an available account, GHL Customer Care automatically links that sub-account to the snapshot as part of the same flow.

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