# 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. - Source: https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/create-a-new-sub-account-using-snapshot - Section: Account Snapshots / Snapshots - Reading time: 3 min - Images: 3, each explained below - Modified on Wed, 19 Nov, 2025 at 4:12 AM --- 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](#overview-of-creating-a-sub-account-using-a-snapshot) - [Key Benefits of Creating a Sub-Account Using a Snapshot](#key-benefits-of-creating-a-sub-account-using-a-snapshot) - [Prerequisites](#prerequisites) - [How To Create a New Sub-Account Using a Snapshot](#how-to-create-a-new-sub-account-using-a-snapshot) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **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 Import Snapshots - [How to Create a Snapshot](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care) --- ## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049966392/original/uHmwc-IKJ0-JgoaXVruZL5RLaXtK_qnveA.png) **Step 1: Navigate to Account Snapshots (image 1 of 3)** 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. - What to click: From your Agency Dashboard, click Account Snapshots on the left-hand menu - Controls: Account Snapshots - Next: 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 - 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049966457/original/mHW513SBk2GVrKrvd5IshTz5MDVOXGyJnA.png) **Step 2: Select Snapshot (image 2 of 3)** 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. - What to click: 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 - Controls: Create New Account (+) - Next: A new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049966494/original/NI-WY8pXakXgcO7ipkMbHwE57UlMXkMgIg.png) **Step 3: Create Sub-Account (image 3 of 3)** 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. - What to fill in: A new window will open to fill out the new sub-account information Once all information has been entered, click Add Sub-Account - Fields: Once all information has been entered, click Add Sub-Account - Controls: Add Sub-Account - Next: 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. Full 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](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-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.** --- ## **Related Articles** - [Load Snapshots into Existing Account](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/load-snapshots-into-existing-sub-account) - [Creating New Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care) - How to Import Snapshots - [Snapshot Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview) - [Snapshot Management – Selective Assets](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshot-management-selective-asset-snapshots-and-force-snapshot-creation) - [Load Snapshots with Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-load-snapshots-with-dashboards) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com