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Account Snapshots

Create a New Sub-Account Using Snapshot

Quickly create a new sub-account in GHL Customer Care using a snapshot to pre-load assets like workflows, funnels, and settings—saving time and ensuring consistency.

3 min read593 words3 explained imagesUpdated Wed, 19 Nov, 2025 at 4:12 AM
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On this page
  1. Key Benefits of Creating a Sub-Account Using a Snapshot
  2. Prerequisites
  3. How To Create a New Sub-Account Using a Snapshot
  4. Frequently Asked Questions
  5. Related Articles

This article will show you how to quickly create a new sub-account in GHL Customer Care using a snapshot. This process automatically loads assets like funnels, workflows, and settings into the new account, saving you setup time and ensuring consistency across sub-accounts.

TABLE OF CONTENTS

Overview of Creating a Sub-Account Using a Snapshot

Creating a sub-account using a snapshot allows agencies to easily create a new account that includes all the tools, workflows, settings, and assets packaged in the selected snapshot. Once the sub-account is created, the snapshot is automatically loaded into it, eliminating the need for manual loading of a snap-shot after creation. This streamlines the onboarding process and ensures the new account starts with a consistent, prebuilt setup.

Key Benefits of Creating a Sub-Account Using a Snapshot

Using snapshots to create sub-accounts helps agencies set up standardized sub-accounts faster.

  • Faster onboarding: Pre-loads all essential assets and settings, reducing manual setup.

  • Consistency Across Accounts: Ensures desired accounts include the same assets and settings.

  • Time savings: Eliminates repetitive configuration for each new sub-account after creation.

  • Error reduction: Reduces the risk of setup mistakes or missing assets.

Prerequisites

Understanding the setup requirements helps ensure the process is successful the first time.

  • Must have Agency Admin access

  • Snapshot must already exist in your account

  • Snapshot should include the key assets you want duplicated (funnels, triggers, calendars, etc.)

  • Optionally, import or create the snapshot beforehand:

How To Create a New Sub-Account Using a Snapshot

These steps will walk you through creating a new sub-account based on the desired snapshot.

Step 1: Navigate to Account Snapshots

  • From your Agency Dashboard, click Account Snapshots on the left-hand menu
Step 1: Navigate to Account Snapshots (image 1 of 3) What this shows From your Agency Dashboard, click Account Snapshots on the left-hand menu What this shows Illustrates the "Step 1: Navigate to Account Snapshots" section of "Create a New Sub-Account Using Snapshot". This screenshot appears in the "Step 1: Navigate to Account Snapshots" section of "Create a New Sub-Account Using Snapshot". The text alongside this image reads: From your Agency Dashboard, click Account Snapshots on the left-hand menu. Immediately after, the guide continues: Locate the snapshot you'd like to use as the base for the new sub-account Click the blue Create New Account (+) button beside the snapshot. Image 1 of 3 What to clickFrom your Agency Dashboard, click Account Snapshots on the left-hand menu
Buttons and menus referenced Account Snapshots
Next stepLocate the snapshot you'd like to use as the base for the new sub-account Click the blue Create New Account (+) button beside the snapshot

Step 2: Select Snapshot

  • Locate the snapshot you'd like to use as the base for the new sub-account
  • Click the blue Create New Account (+) button beside the snapshot

Step 2: Select Snapshot (image 2 of 3) What this shows Locate the snapshot you'd like to use as the base for the new sub-account Click the blue Create New Account (+) button beside the snapshot What this shows Illustrates the "Step 2: Select Snapshot" section of "Create a New Sub-Account Using Snapshot". This screenshot appears in the "Step 2: Select Snapshot" section of "Create a New Sub-Account Using Snapshot". The text alongside this image reads: Locate the snapshot you'd like to use as the base for the new sub-account Click the blue Create New Account (+) button beside the snapshot. Immediately after, the guide continues: A new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account. Image 2 of 3 What to clickLocate the snapshot you'd like to use as the base for the new sub-account Click the blue Create New Account (+) button beside the snapshot
Buttons and menus referenced Create New Account (+)
Next stepA new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account
All 2 steps in this procedure
  1. Locate the snapshot you'd like to use as the base for the new sub-account
  2. Click the blue Create New Account (+) button beside the snapshot

Step 3: Create Sub-Account

  • A new window will open to fill out the new sub-account information
  • Once all information has been entered, click Add Sub-Account 
Step 3: Create Sub-Account (image 3 of 3) What this shows A new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account What this shows Illustrates the "Step 3: Create Sub-Account" section of "Create a New Sub-Account Using Snapshot". This screenshot appears in the "Step 3: Create Sub-Account" section of "Create a New Sub-Account Using Snapshot". The text alongside this image reads: A new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Q: Can I delete a snapshot from an account after it's created? No, once applied, a snapshot cannot be “unloaded" or "deleted". You can delete or modify specific elements manually. Image 3 of 3 What to fill inA new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account
Fields in this part of the guide Once all information has been entered, click Add Sub-Account
Buttons and menus referenced Add Sub-Account
Next stepQ: Can I delete a snapshot from an account after it's created? No, once applied, a snapshot cannot be “unloaded" or "deleted". You can delete or modify specific elements manually.
All 2 steps in this procedure
  1. A new window will open to fill out the new sub-account information
  2. Once all information has been entered, click Add Sub-Account

Frequently Asked Questions

Q: Can I delete a snapshot from an account after it's created?
No, once applied, a snapshot cannot be “unloaded" or "deleted". You can delete or modify specific elements manually.

Q: What access is needed to create sub-accounts using snapshots?
Only users with Agency Admin permissions can perform this action.

Q: What assets are included in snapshots?
Funnels, forms, workflows, calendars, settings, and more depending on what was saved in the snapshot. For more information, read Snapshot Overview.

Q: Will the snapshot overwrite anything in the new sub-account?
No. Since the sub-account is being created fresh, there is nothing to overwrite. The snapshot is applied during account creation, so its contents become the initial setup.

Q: Can I apply more than one snapshot to a new sub-account?
Not during the creation process. Only one snapshot can be selected when creating a sub-account. However, you can manually apply additional snapshots after the sub-account has been created.

Q: What happens to funnels and websites after loading from a snapshot?

When you load a snapshot into a sub-account, all included funnels and websites are copied over as drafts. They won’t be live until you connect a custom domain and publish them.

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