video1.0<iframe src="https://www.loom.com/embed/afe804f191ff4c62b96fc10e4e8b14e8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/afe804f191ff4c62b96fc10e4e8b14e8-a6f5503758363671.gif312.642In this video, I walk you through how to set up a snapshot for our agency to streamline the creation of new sub-accounts. I explain how to enable default parameters, manage visibility for end clients, and set up rebilling options. It's crucial that you follow these steps to ensure a smooth onboarding process for new accounts. Please make sure to review the settings and let me know if you have any questions!