- Step 1: Access the Agency Level
- Step 2: Navigate to Settings
- Step 3: Locate the Snapshot Section
- Step 4: Create a New Snapshot
- Step 5: Save and Wait
- Step 6: Confirmation
- Conclusion
Welcome! In this guide, we will walk you through the process of creating a snapshot in HighLevel. Snapshots are a vital tool for agencies, enabling efficient management and replication of settings, templates, and configurations across different accounts. Follow these steps to master the creation of snapshots.
Step 1: Access the Agency Level
Begin by logging into your HighLevel account at the agency level. The snapshot feature is available exclusively at this level, so it’s important to ensure you’re in the right place.
Step 2: Navigate to Settings
Once logged in, head over to the Settings section. This area houses all the tools and configurations needed for managing your account effectively.
Step 3: Locate the Snapshot Section
Within the Settings menu, find the Snapshot option. This section allows you to create, manage, and deploy snapshots across your sub-accounts.
Step 4: Create a New Snapshot
- Click on the green Create New Snapshot button.
- Name Your Snapshot: Provide a clear and descriptive name for your snapshot. This will help you easily identify it later.
- Select the Sub-Account: Choose the sub-account from which you want to create the snapshot. This ensures that all configurations, templates, and settings from this account are included in the snapshot.
Step 5: Save and Wait
After entering the necessary information, click Save. The system will begin creating the snapshot. This process might take a few moments, depending on the size of the account. Patience is key as the system compiles all the data.
Step 6: Confirmation
Once the process is complete, you will receive a confirmation that your snapshot has been successfully created. You can now use this snapshot to replicate settings and configurations across other sub-accounts, streamlining your workflow and ensuring consistency.
Conclusion
And there you have it! You’ve successfully created a snapshot in HighLevel. This powerful feature is essential for agencies seeking to maintain uniformity and efficiency across multiple accounts. By following these steps, you can easily create and manage snapshots, enhancing your operational capabilities.
