Create reusable snapshots in GHL Customer Care to quickly clone sub-account setups, streamline workflows, and scale your onboarding process with customizable templates.
2 min read509 words4 explained imagesUpdated Fri, 24 Jul at 2:44 PM
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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.
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
From Agency View, click Account Snapshots
Click the blue + Create New Snapshot button in the top right
Step 1: Go to Account Snapshots (image 1 of 4)What this shows From Agency View, click Account Snapshots Click the blue + Create New Snapshot button in the top rightWhat this showsIllustrates the "Step 1: Go to Account Snapshots" section of "Creating New Snapshots in GHL Customer Care".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.Image 1 of 4What to clickFrom Agency View, click Account Snapshots Click the blue + Create New Snapshot button in the top right
Fields in this part of the guideFrom Agency View, click Account Snapshots
Buttons and menus referencedAccount Snapshots+ Create New Snapshot
Next stepEnter 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.All 2 steps in this procedure
From Agency View, click Account Snapshots
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)What this shows 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 this showsIllustrates the "Step 2: Name the Snapshot & Select Sub-Account" section of "Creating New Snapshots in GHL Customer Care".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.Image 2 of 4What to fill inEnter 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 stepYou'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)What this shows Note: If any assets fail to load during this step, you’ll now see a “Retry” option.What this showsIllustrates the "Step 3: Choose Assets to Include" section of "Creating New Snapshots in GHL Customer Care".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).Image 3 of 4What this coversNote: 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.
Buttons and menus referencedSelect AllCreate.
Next stepAd 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)What this shows Note: Associations between CRM objects are included automatically in snapshots as long as both objects in the relationship are selected.What this showsIllustrates the "Step 3: Choose Assets to Include" section of "Creating New Snapshots in GHL Customer Care".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.Image 4 of 4What this coversNote: 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.
Buttons and menus referencedSelect AllCreate.
Next stepQ: 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.
