How to Push and Load Snapshot Updates to Client Accounts in HighLevel

•

saas4agency.com

GoHighLevel is a comprehensive platform for digital marketing agencies, offering an array of features to streamline workflows and enhance client management. One of its powerful features is the ability to create and manage snapshots. A snapshot allows you to copy an entire account and duplicate it, making it easy to push updates across multiple client accounts. In this guide, we’ll show you how to push and load snapshot updates to client accounts, ensuring your clients always have the latest configurations.

Try HighLevel FREE for 30-Days

What is a Snapshot in GoHighLevel?

A snapshot in GoHighLevel is a full account copy that can be duplicated and transferred to new or existing accounts within your system. This feature is incredibly useful for agencies managing multiple client accounts, as it allows for consistent updates and streamlined account setup.

Step-by-Step Guide to Pushing Snapshot Updates

Step 1: Access the Agency Level

First, ensure you are logged in at the agency level. This is where you will manage all your client accounts and snapshots.

Step 2: Navigate to Account Snapshots

On the left-hand side of the dashboard, click on “Account Snapshots.” Here, you will find all the snapshots you have created.

Step 3: Select the Snapshot to Update

Find the snapshot you want to update. For this example, we’ll use “Snapshot Account Coaching.” You will see options to create a new account using this snapshot or refresh the snapshot. To push updates, select “Push Update to Linked Locations.”

Try HighLevel FREE for 30-Days

Step 4: Choose Linked Locations

You will now see a list of all locations where your snapshot is currently installed. You can choose to send updates to all locations or selectively skip specific sub-accounts. Use the “Select All” option or manually select/deselect locations.

Step 5: Select Assets to Update

After proceeding, you will have the option to select specific assets to update. This includes calendars, forms, campaigns, and more. You can be as selective as needed, choosing to update all assets or just specific ones.

Step 6: Resolve Conflicts

GoHighLevel will identify any conflicts between the existing account settings and the new snapshot updates. You can choose to overwrite existing assets or skip them. Expand the conflict list to make detailed selections.

Step 7: Complete the Update

Scroll to the bottom and hit “Proceed.” The system will begin copying the selected updates to the specified sub-accounts. You will receive a notification once the process is complete.

Step 8: Monitor the Update Process

During the update process, you can monitor the progress via notifications. Click on the notification bell icon at the top right of the dashboard to see updates. If there are many changes, the process may take longer, so be patient.

Try HighLevel FREE for 30-Days

Conclusion

Pushing and loading snapshot updates in GoHighLevel is a straightforward process that significantly enhances your ability to manage multiple client accounts efficiently. By following this step-by-step guide, you can ensure that all your client accounts are up-to-date with the latest configurations and settings. This not only saves time but also ensures consistency and reliability across all accounts.

•

,