Snapshots - Overview
Learn how GHL Customer Care Snapshots help agencies copy reusable assets across sub-accounts, what transfers, what does not, and how to create, share, and load them.
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Snapshots help agencies save time by copying reusable account configurations from one sub-account into another. Use them to launch new clients faster, standardize proven setups, share templates with other agencies, and maintain consistent systems across multiple locations. This overview explains what Snapshots are, what they can and cannot transfer, common use cases, and how to create a Snapshot.
TABLE OF CONTENTS
- What is a Snapshot?
- Key Benefits of Snapshots
- Items That Can Be Copied Using Snapshots
- Items That Do Not Transfer Using Snapshots
- How To Use Snapshots
- How to Create a Snapshot
- Best Use Cases for Snapshots
- Frequently Asked Questions
- Related Articles
What is a Snapshot?
Snapshots are reusable templates that capture selected configuration assets from a GHL Customer Care sub-account so they can be copied into new or existing sub-accounts. Instead of rebuilding workflows, funnels, calendars, forms, dashboards, and other assets manually, agencies can create a Snapshot from a source sub-account and reuse that setup wherever it is needed.
You do not build a Snapshot directly from scratch. First, configure the source sub-account with the assets and settings you want to reuse, then create a Snapshot from that account.
Key Benefits of Snapshots
- Faster onboarding: Launch new sub-accounts with prebuilt workflows, funnels, forms, calendars, dashboards, and other assets instead of starting from scratch.
- Consistent setup: Keep client accounts aligned with the same proven systems, templates, and configurations.
- Reusable templates: Build once and apply the setup across multiple clients, locations, or vertical-specific offers.
- Selective asset control: Choose all assets or handpick specific items during Snapshot creation, loading, refresh, or push workflows.
- Scalable updates: Refresh a Snapshot after changes are made and push selected updates to linked sub-accounts.
- Improved visibility: Review Snapshot contents before loading, sharing, refreshing, or pushing.
Items That Can Be Copied Using Snapshots
Snapshots can copy many configuration assets from a source sub-account. Available items may vary based on the assets present in the source account, enabled features, and the asset categories selected during Snapshot creation or loading.
| Category | Snapshot Assets That Can Be Copied |
|---|---|
| Advertising | Ad Campaigns - Google, Ad Campaigns - LinkedIn, Ad Campaigns - Meta |
| AI and Automation | Agent Studio, Brand Voice, Conversation AI, Voice AI Agents, Workflow, Triggers |
| Calendar and Services | Calendar Groups, Calendar Service Add-Ons, Calendar Service Categories, Calendar Service Resources, Calendar Services, Calendars |
| CRM and Data Structure | Custom Fields, Custom Objects, Custom Values, Pipelines, Tags, Trigger Links |
| Marketing and Content | Blogs, Campaigns, Email Builder Templates, Forms, Funnels & Websites, Quizzes, Section Templates, Social Planner, Surveys, Text & Email Templates |
| Reporting and Dashboards | Custom Metrics, Custom Reports, Dashboards |
| Memberships and Learning | Certificates, Membership Offers, Membership Products, Webinars |
| Brand and Design | Brand Custom Color, Design Kit |
| Documents and Knowledge | Documents & Contracts, Folders, Knowledge Bases |
| Reputation and Reviews | Review Settings |
| Communication Templates | WhatsApp Templates |
| Websites | WordPress Site |
Some copied assets may require connected integrations, approvals, or post-load configuration before they can be used in the destination sub-account.
For example, WhatsApp Templates require WhatsApp integration and approval, Voice AI Agents require phone number assignment, and some website or WordPress assets may require domain, plugin, or license updates after loading.
Items That Do Not Transfer Using Snapshots
Snapshots are designed to transfer configuration and selected reusable assets, not live account activity or customer records. Knowing what does not transfer helps agencies prepare the target sub-account correctly after loading a Snapshot.
Common items that do not transfer include:
- Contacts
- Appointments
- Conversations
- Conversation history
- Messages
- Reputation data
- Live account activity
- Stripe connections
- Integrations and third-party account connections
- Assigned phone numbers for Voice AI Agents
- Lead Gen Forms for LinkedIn Ad Campaigns
- Private dashboards
- WordPress third-party plugin or theme licenses that require re-authentication
- WhatsApp usability before Meta approval after import
- Contact-to-contact associations
- Assets protected by another creator’s Assets Protected Snapshot settings
How To Use Snapshots
Snapshots support several actions across the setup, sharing, loading, and update lifecycle. Understanding what each action does helps you choose the right workflow without confusing creation, importing, loading, refreshing, or pushing updates.
| Snapshot Action | What It Does | Learn More |
|---|---|---|
| Create a Snapshot | Captures selected assets from a source sub-account so they can be reused later. | Creating New Snapshots in GHL Customer Care |
| Load a Snapshot | Applies selected Snapshot assets into an existing sub-account. | Load Snapshots Into Existing Sub-Account |
| Create a New Sub-Account from a Snapshot | Creates a new sub-account and applies the selected Snapshot during setup. | Create a New Sub-Account Using Snapshot |
| Share a Snapshot | Generates a share link so another agency or recipient can access the Snapshot. | How to Share Snapshots |
| Import a Snapshot | Adds a shared Snapshot to your agency-level Snapshot library. | How to Import Snapshots |
| Refresh a Snapshot | Updates the Snapshot with selected changes from the source sub-account. | Refresh or Update Snapshots |
| Push Snapshot Updates | Sends refreshed Snapshot assets to linked sub-accounts. | Pushing & Loading Snapshot Updates to Client Accounts |
| View Snapshot Assets | Lets you inspect included assets before loading, sharing, refreshing, or pushing. | How to View Snapshot Assets |
| Manage Linked Assets | Controls which assets remain linked for future Snapshot pushes. | Manage Linked Assets in Snapshots |
For this overview article, the detailed steps below focus only on creating a Snapshot. Use the linked articles in the table for detailed instructions on loading, sharing, importing, refreshing, pushing updates, and managing Snapshot assets.
How to Create a Snapshot
Creating a Snapshot captures selected assets from a source sub-account so they can be reused in other sub-accounts. Start with a clean source account that contains the workflows, funnels, calendars, templates, dashboards, and other assets you want to copy.
- Go to Agency View → Account Snapshots. Click + Create New Snapshot.
Step 1 of 4: Go to Agency View → Account Snapshots. Click + Create New Snapshot What this shows Step 1 of 4: Go to Agency View → Account Snapshots. What this shows Shows where to go for step 1 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". This screenshot accompanies step 1 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". At this point in the walkthrough you go to Agency View → Account Snapshots. Click + Create New Snapshot. The next step is to enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy. Where to goGo to Agency View → Account Snapshots. Click + Create New Snapshot. Buttons and menus referenced Agency View → Account Snapshots+ Create New SnapshotSelect AllCreateNext stepEnter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.All 4 steps in this procedure
- Go to Agency View → Account Snapshots. Click + Create New Snapshot. this image
- Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.
- Choose the assets to include. Use Select All or expand each category to select specific items.
- Click Create to save the Snapshot.
- Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.
Step 2 of 4: Enter a clear Snapshot name that describes the use case and select the… What this shows Step 2 of 4: Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy. What this shows Shows what to fill in for step 2 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". This screenshot accompanies step 2 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". At this point in the walkthrough you enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy. The next step is to choose the assets to include. Use Select All or expand each category to select specific items. What to fill inEnter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy. Buttons and menus referenced Agency View → Account Snapshots+ Create New SnapshotSelect AllCreateNext stepChoose the assets to include. Use Select All or expand each category to select specific items.All 4 steps in this procedure
- Go to Agency View → Account Snapshots. Click + Create New Snapshot.
- Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy. this image
- Choose the assets to include. Use Select All or expand each category to select specific items.
- Click Create to save the Snapshot.
- Choose the assets to include. Use Select All or expand each category to select specific items.
Step 3 of 4: Choose the assets to include. Use Select All or expand each category… What this shows Step 3 of 4: Choose the assets to include. What this shows Shows what to choose for step 3 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". This animation accompanies step 3 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". At this point in the walkthrough you choose the assets to include. Use Select All or expand each category to select specific items. The next step is to click Create to save the Snapshot. What to chooseChoose the assets to include. Use Select All or expand each category to select specific items. Buttons and menus referenced Select AllAgency View → Account Snapshots+ Create New SnapshotCreateNext stepClick Create to save the Snapshot.All 4 steps in this procedure
- Go to Agency View → Account Snapshots. Click + Create New Snapshot.
- Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.
- Choose the assets to include. Use Select All or expand each category to select specific items. this image
- Click Create to save the Snapshot.
- Click Create to save the Snapshot.
Step 4 of 4: Click Create to save the Snapshot What this shows Step 4 of 4: Click Create to save the Snapshot. What this shows Shows how to confirm for step 4 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". This screenshot accompanies step 4 of 4 in the "How to Create a Snapshot" section of "Snapshots - Overview". At this point in the walkthrough you click Create to save the Snapshot. For context, this section explains: Creating a Snapshot captures selected assets from a source sub-account so they can be reused in other sub-accounts. Start with a clean source account that contains the workflows, funnels, calendars, templates, dashboards, and other assets you want to copy. How to confirmClick Create to save the Snapshot. Buttons and menus referenced CreateAgency View → Account Snapshots+ Create New SnapshotSelect AllAll 4 steps in this procedure
- Go to Agency View → Account Snapshots. Click + Create New Snapshot.
- Enter a clear Snapshot name that describes the use case and select the source sub-account that contains the assets you want to copy.
- Choose the assets to include. Use Select All or expand each category to select specific items.
- Click Create to save the Snapshot. this image
Best Use Cases for Snapshots
Snapshots are most valuable when a setup needs to be repeated, distributed, or maintained across multiple accounts. They are designed for configuration reuse, not for moving live customer records or account history.
- Creating standardized client onboarding templates
- Launching new sub-accounts with a proven agency setup
- Building vertical-specific templates, such as dental, legal, spa, fitness, real estate, or home services setups
- Reusing workflows, funnels, forms, calendars, dashboards, and other assets across locations
- Supporting SaaS offers with prebuilt account templates
- Sharing or selling Snapshot-based templates to other agencies
- Updating existing client accounts with refreshed Snapshot assets
- Deploying specialized setups such as Documents and Contracts, Custom Objects, Voice AI Agents, WordPress Site, WhatsApp Templates, Agent Studio, dashboards, and ad campaign structures
Frequently Asked Questions
Q: What is the difference between importing and loading a Snapshot?
Importing adds a shared Snapshot to your agency-level Snapshot library. Loading applies selected Snapshot assets into a new or existing sub-account.
Q: Can I load a Snapshot into an existing sub-account?
Yes. You can load a Snapshot into an existing sub-account, choose which assets to import, review conflicts, and decide whether to override or skip conflicting assets.
Q: Will loading a Snapshot delete contacts or existing client data?
No. Loading a Snapshot is intended to add selected assets. Existing data is only affected when you choose to override a conflicting asset during the load process.
Q: Can I use the same Snapshot more than once?
Yes. A Snapshot can be reused across multiple sub-accounts.
Q: Do Snapshots include contacts, conversations, or appointments?
No. Snapshots are intended for configurations and selected reusable assets. Contacts, appointments, conversations, and live account history are not transferred.
Q: Do Snapshots update automatically after I change the source account?
No. You must refresh the Snapshot to capture new or changed assets from the source sub-account.
Q: Can I share Snapshots with another agency?
Yes. You can generate different share link types, including reusable, one-time, email, agency-restricted, sub-account restricted, and Marketplace-related share links.
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