Sub-Accounts & Agency

To connect Stripe to your GoHighLevel sub-account, go to **Settings → Integrations**. Click the **Connect** button next to Stripe. This action links your p

To transfer GoHighLevel Custom Reports, first create a snapshot from your source sub-account by going to **Agency View → Account Snapshots**. Then, load th

To create new snapshots in GoHighLevel, go to **Agency View → Account Snapshots**. Click **+ Create New Snapshot**, name it, select a source sub-account, t

To share a GoHighLevel snapshot, navigate to **Agency View → Account Snapshots → My Snapshots**. Select your snapshot, click **⋯** → **Share Snapshot**, ch

To import a GoHighLevel snapshot, paste the share link into your browser or click the link in an email. Imported snapshots are stored at the agency level.

To load a snapshot into an existing GoHighLevel sub-account, go to your **Agency Dashboard → Sub-Accounts**, select **Manage Client** for the desired accou

To refresh an existing snapshot and then push those updates to your sub-accounts, go to **Agency Settings → Snapshots**. This process ensures your client a

To push snapshot updates to client accounts, go to **Agency View → Account Snapshots**, refresh your snapshot, then click the **Push Updates** icon. To loa

To delete a GoHighLevel snapshot, go to **Agency Settings → Snapshots** and click the trash icon next to the desired snapshot. To edit a snapshot's name, n

To configure your Agency Company Settings in GoHighLevel, go to your **Agency Dashboard** → **Settings** (gear icon) → **Company** tab. This process typica

To install the Marketing Agency Snapshot, click the provided download link to add it to your GoHighLevel Agency Account. Then, when creating a new sub-acco

To install the Chiropractor Snapshot in GoHighLevel, locate the official download link, log into your GoHighLevel account, and select whether to install it

To implement the "Dentist Snapshot - Free Whitening Offer," first install it into your sub-account from the **Snapshots** menu. Then, customize the offer d

To install the Real Estate Agent Snapshot, first download it from the GoHighLevel marketplace or a provided link. Next, navigate to **Sub-Accounts** → **Ad

To install the Steakhouse Snapshot, access the unique installation link provided by GoHighLevel, then choose to install it into a new or existing sub-accou

To install the GoHighLevel Gym Snapshot, click the provided snapshot link, select your agency account, and choose to install it into a new or existing sub-

To install the Hair Salon Snapshot, you first need a valid snapshot link, typically provided by GoHighLevel or your agency. Click this link and follow the

To install the Career Coaching Snapshot, click the provided snapshot link, select your desired sub-account (or create a new one), and confirm the installat

To create a user or admin to manage multiple GoHighLevel sub-accounts without agency access, go to **Agency View → Settings → Team**. This process typicall

To land qualified demos for your agency, you will build an automated system in GoHighLevel that captures leads through forms, qualifies them using custom f