Did You Know You Can Clone Entire Client Setups Using HighLevel Snapshots?
HighLevel snapshots help you stop rebuilding from scratch
If you are rebuilding the same funnels, workflows, campaigns and settings for every new client, you are burning hours you could be using to grow. HighLevel snapshots let you package a complete client setup into a reusable template so you can install it into new accounts in just a few clicks.
That means faster onboarding, more consistent delivery and a smoother handoff from sales to fulfillment.
HighLevel snapshots make onboarding consistent at scale
Agencies and consultants love snapshots because they turn your best performing systems into a repeatable process:
✅ Launch new sub-accounts with your proven setup already in place
✅ Keep processes consistent across every client
✅ Reduce mistakes by standardizing automations and settings
✅ Scale faster without adding busywork
How to create a HighLevel snapshot in a few clicks
Here is the simple workflow the feature is built for:
1️⃣ Switch to Agency View then go to Account Snapshots
2️⃣ Click Create New Snapshot and name it for the use case
3️⃣ Select the source sub-account (the one that already has the assets you want)
4️⃣ Toggle which assets to include then click Create
Install a HighLevel snapshot into a new sub-account
When you are ready to spin up a new client account, you can create the sub-account using a snapshot so the assets load automatically during setup.
If you already have an existing sub-account, you can also load a snapshot into that account and choose which assets to import.
Login or start a free trial today to try it for yourself!
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