Start from the Agency Dashboard

Make sure you're in the Agency View (not inside a sub-account). From here:

400. Go to the Left-Hand Menu

     • Click on Sub-Accounts.

401. Search for the Sub-Account

     • Use the search bar to find the sub-account where you want to install the snapshot.

402. Click the Three Dots Menu

     • On the right side of the sub-account row, click the three vertical dots.

     • Choose Manage Client from the dropdown.

403. Click "Actions" in the Top-Right Corner

     • In the top-right corner of the manage client screen, click the Actions button.

404. Select "Load Snapshot"

     • From the dropdown, choose Load Snapshot.

405. Choose the Snapshot You Want to Install

     • A popup will appear with a list of available snapshots.

     • Select the desired snapshot (e.g., AI Profit Center).

406. Click "Proceed"

     • Confirm your selection by clicking Proceed to load the snapshot into the sub-account.