Changelog

Follow up on the latest improvements andΒ updates.

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πŸ“ Summary of the Release
Custom Values are now supported in
Ad Manager ad copy fields across Meta, Google, and LinkedIn
campaigns.
Users can insert reusable business-specific values such as
business name, city, support email, offer name, service area, phone number, or other saved Custom Values
directly into supported ad copy fields.
These values resolve in the
campaign preview and review screens
, helping users confirm the final ad content before publishing.
πŸ‘€ What’s New?
  1. Custom values in ad copy
    - Users can now insert Custom Values into eligible ad copy fields across
    Meta, Google, and LinkedIn
    campaigns.
  2. Insert custom values picker
    - A new insert option lets users s
    earch, select, and add saved Custom Values
    directly into supported copy fields such as primary text, headlines, descriptions, and introduction text.
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  1. Map custom values before publishing
    - The new
    Map custom values
    action allows users to add or review missing values used in the campaign before publishing.
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  1. Resolved preview
    - Preview and review screens now show the
    final resolved copy
    , so users can clearly verify what will appear in the published ad.
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  1. Validation for safer publishing
    - Ad Manager now alerts users when Custom Values are
    missing, invalid, empty, or exceeding platform character limits
    , helping prevent publishing issues.
  2. Reusable templates across sub-accounts
    - Campaign templates can retain Custom Value keys, making it easier to reuse one template across multiple sub-accounts while mapping client-specific values before launch.
πŸ‘·How to Use?
  1. Go to Ad Manager.
  2. Create or edit a campaign for
    Meta, Google, or LinkedIn
    .
  3. Open the
    ad copy section
    .
  4. Click the
    Insert Custom Values
    icon beside a supported copy field.
  5. Search and select the Custom Value you want to use.
  6. Continue building the campaign.
  7. Click
    Map custom values
    if any value needs to be added or reviewed.
  8. Review the resolved copy in the
    preview/review screen
    .
  9. Publish the campaign once all validations are cleared.
⭐ Why this feature matters
Agencies and businesses often reuse the same details across multiple campaigns, such as: Business name, Location, Phone number, Support email, Service area, Offer name, Promotional copy, etc.
Earlier, these details had to be added manually in every campaign. This created extra work and increased the chances of inconsistent ad copy.
With
Custom Values
in ad copy, users can now:
  • Create campaigns faster
  • Reduce repetitive copy entry
  • Keep ad copy consistent
  • Reuse templates across sub-accounts
  • Preview the final resolved copy before publishing
  • Avoid publishing issues caused by missing or invalid values
πŸ“ Notes
  • Custom Values are supported only in eligible ad copy fields.
  • Custom Values are not supported
    in URL fields, CTA dropdowns, lead form selectors, media upload fields, targeting, budget or bid strategy fields.
  • Users can
    save campaigns as drafts
    even if Custom Values still need attention.
  • Warning is provided
    if required Custom Values are missing, invalid, or exceed character limits.
  • Updating a Custom Value after publishing
    will not automatically update already-running ads
    and would need a re-publish after changes are done.
When setting up SaaS subscriptions or rebilling for sub-accounts, you'll now see a redesigned provider selection screen β€” making it easier to understand your options and proceed with confidence from the very first step.
βœ…
What's New
Visual Cards Instead of a Dropdown
Payment providers are now displayed as cards β€” showing the provider logo, a V1 or V2 version label, and a clear description of where billing data lives (your agency Stripe account vs. directly in HighLevel). Compare your options side by side before making a choice.
See Which Providers Are Compatible β€” Upfront
Processors that can't be used for SaaS subscription billing are now shown with a "Not supported" label at the bottom of the list, rather than appearing as selectable options that fail later in the flow.
Consistent Experience Across All Setup Flows
Whether you're enabling SaaS from the Manage Client panel, enabling rebilling, using bulk actions from the Locations list, or creating a new SaaS plan in SaaS Configurator β€” the provider selection screen now looks and behaves the same way every time.
Step Progress Indicator
A step indicator (e.g., "Step 1 of 3: Choose Payment Provider") now appears during the setup process, so you always know where you are and how many steps remain.
Bug Fixes
Two issues that could prevent SaaS activation from completing β€” including a silent error that stopped the plan selection screen from appearing and a bug that could land you on step 2 instead of step 1 when reopening the setup β€” have been resolved.
πŸ’‘
Why This Matters
Setting up SaaS or rebilling involves a consequential decision about how your sub-accounts' payments are processed. The new card layout gives you the context to choose correctly on the first try, without guessing β€” and the consistent experience across all entry points means you don't need to learn a different flow depending on how you initiate the setup.
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πŸ‘€ What's new?
  • Dashboards look and feel more polished β€” header, navigation, breadcrumbs, side panel, and modals are all visually unified
  • Every chart and widget type (numeric, bar, donut, line, table, funnel, and more) has been updated with
    consistent loading states, error states, and card styling
  • Advanced filters, quick filter panel, and datepicker all follow the same visual language across dashboards and reports
  • Custom metric builder β€” including the formula builder and filter panel β€” has a cleaner, more consistent layout
  • Report builder, report list, schedule page, and clone/duplicate flows are visually aligned end to end
  • Widget AI summary, Google Ads, Facebook, and Google Analytics widgets are included in the update
πŸ‘· How it works:
  • Go to Settings β†’ Labs in your sub-account. Enable "Dashboard and custom reporting – UI consistency update" to try the refreshed experience
  • The updated UI loads automatically when you open Dashboards or Custom Reports
  • All your existing dashboards, reports, widgets, filters, and custom metrics remain exactly as they were
  • If you notice anything that looks off, use the feedback button to let us know
🌟 Why it matters:
  • Consistency you can feel β€” every surface in Dashboards and Custom Reports now follows the same visual system, so nothing looks out of place as you move between pages
  • Fewer visual surprises β€” spacing, typography, dropdowns, and tooltips are aligned across the board β€” no more mismatched elements between pages
  • Foundation for what's next β€” this upgrade sets the stage for faster feature delivery in Dashboards and Reporting going forward
πŸ“ Notes:
  • This is a UI consistency update β€” no functionality, data, or workflows have changed. If you've added custom CSS styling, some changes may be needed due to the UI consistency change. We recommend reviewing your dashboards' styles to ensure they are working as expected.
  • Minor spacing differences may be visible in some areas β€” these are expected as part of the component alignment
We've made prospect creation more flexible by giving you control over when Marketing Audit Reports are generated.
Previously, every time you added a prospect from search results, a Marketing Audit Report would automatically be generated. While many customers love getting instant audit insights, others wanted a faster way to save prospects first and decide later which businesses deserved a full audit.
Now you can do both.
Choose Whether to Generate a Marketing Audit Report
Screenshot 2026-07-01 at 11
When adding a new prospect, you'll now see a new option:
Run marketing audit report
If enabled:
  • The prospect will be saved
  • A Marketing Audit Report will be generated automatically
If disabled:
  • The prospect will be saved immediately
  • No audit will be generated
  • You can generate the report later from the Prospect Details page
⚑ Faster Prospect List Building
Many agencies prefer to:
  • Save prospects in bulk
  • Build prospect lists first
  • Generate audits only for their highest-priority opportunities
With this update, you can quickly add prospects without waiting for audit generation every time.
Keep using audits when you need them
Marketing Audit Reports remain one of the most powerful parts of the Prospecting Tool, helping you uncover:
  1. Website performance issues
  2. Google Business Profile opportunities
  3. Local SEO insights
  4. Reputation and review gaps
  5. Listings and visibility improvements
πŸš€ Summary of the Release
We’ve introduced
Opportunity Score
for Meta campaigns in HighLevel Ad Manager.
Opportunity Score helps users understand how ready their campaign is before publishing. It reviews the campaign setup, highlights areas that may need improvement, and guides users to the exact section where they can make updates. This gives users more confidence before launching a campaign and helps reduce missed setup issues during the review stage.
✨ What’s New?
  1. Pre-publish Opportunity Score for Meta campaigns
    - Users will now see an
    Opportunity Score on the campaign Review screen
    before publishing a Meta ad campaign.
  • Shows a campaign readiness score before launch.
  • Displays a percentage score with a status such as
    Low
    ,
    Medium
    , or
    High
    .
  • Helps users quickly understand whether their campaign setup needs attention before publishing.
  1. Detailed improvement suggestions
    - The Opportunity Score panel shows recommendations across important campaign setup areas.
  • Audience
    : Checks if the audience setup may be too narrow, too broad, or missing important details.
  • Budget
    : Helps identify if the budget may limit delivery or learning.
  • Creative
    : Reviews ad content, media, CTA, destination links, and other creative inputs.
  • Tracking
    : Checks whether conversion tracking and related setup are configured where applicable.
  1. Click-to-fix navigation
    - Each suggestion is actionable and takes users directly to the relevant section of the campaign builder.
  • Click recommendations such as
    improve creative, refine audience, or review budget
    .
  • Land directly on the area that needs attention.
  • Make updates faster without manually searching through the campaign setup.
  1. Prioritised guidance before publishing
    - The score panel highlights what users should fix first before launching their campaign.
  • Surfaces the most important improvement areas.
  • Helps users focus on higher-impact fixes first.
  • Supports a more confident review and publish experience.
πŸ‘¨β€πŸ’» How to Use?
  1. Create or edit a
    Meta campaign
    in Ad Manager.
  2. Complete the campaign setup.
  3. Go to the
    Review
    screen before publishing.
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  1. Check the
    Opportunity Score.
  2. Open the score panel to review suggested improvements.
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  1. Click a recommendation to navigate to the relevant setup area.
  2. Make the needed updates and continue with publishing.
🌟 Why this Feature?
Before publishing a campaign, users may not always know whether their setup is complete or optimised enough to launch. Opportunity Score helps by:
  • Making campaign readiness easier to understand.
  • Highlighting missing or weak setup areas.
  • Guiding users to the right place to make improvements.
  • Helping users improve their campaign setup before going live.
  • Reducing guesswork during the campaign review process.
⏩ What’s Next?
In the coming quarters, we plan to expand Opportunity Score with:
  • Continued improvements to Opportunity Score accuracy and recommendation quality.
  • Additional polish around score refresh behaviour and loading states.
  • Better handling of edge cases across multiple ad sets and multiple ads.
  • Future support for
    post-publish Opportunity Score
    using
    Meta-sourced recommendations
    .
  • Potential expansion to other platforms like Google and LinkedIn with separate scoring models for each.
πŸ“ Notes
  1. Opportunity Score is currently available for Meta campaigns only.
  2. The score is shown before publishing on the Review screen.
  3. Opportunity Score is a guidance tool and does not guarantee campaign performance.
  4. Recommendations do not make automatic changes. Users choose which updates to apply.
🧭 Overview
You can now send
SMS notifications for rental bookings
β€” giving you more flexibility in how you communicate confirmations, reminders, and other updates. SMS is a powerful way to improve booking related communication and provide real-time updates to your clients and team.
πŸš€ What’s New?
βœ… SMS Support for Key Event Types
You can now send SMS notifications for all Rental booking events β€” booking unconfirmed, booked, canceled, rescheduled, reminder, and follow-up.
βœ… Customizable Recipient Options
Choose who receives each SMS: the contact or the business. This gives you control over who gets what message.
βœ… Per-Recipient Templates
Set different WhatsApp templates for Contacts vs. Business, giving you more control over how each party is notified.
βœ… Template Management Made Easy
Each notification type comes with a default SMS template. You can customize it, select an existing SMS template from your account or create a new one.
βœ… Send Test SMS Before Going Live
Use the Send Test SMS feature to preview your message before enabling it for real bookings.
🧩 How to Use It
  1. Navigate to
    Calendar Settings > Rentals > Global settings > Notifications
  2. Edit
    a notification type >
    SMS tab
    > Enable the
    SMS toggle
  3. Choose your
    recipients
    (Contact, Business)
  4. Select the SMS template
    to use
  5. Send a
    test
    SMS to verify content
  6. Save
    your settings β€” SMS will now be sent when that notification is triggered
🎯 Why This Matters
  • Increases show-up rates with faster, mobile-first communication
  • Gives businesses flexibility in choosing how they reach different recipients
  • Reduces the need for manual follow-ups
  • Gives users full control over template messaging and delivery
SMS Notifications
SMS Notification Edit
🧭 Overview
We’ve added
WhatsApp
as a new
notification
channel
for Rentals
. This gives you a direct and reliable way to communicate with clients through one of the world’s most popular messaging platforms β€” ensuring your messages are seen and acted on.
πŸš€ What’s New?
βœ… WhatsApp Support for Rental Notifications
WhatsApp can now be used for all event types β€” Unconfirmed, Booked, Canceled, Rescheduled, Reminder, and Follow-up. You can toggle it on per notification.
βœ… Recipient Configuration Options
You can choose to send WhatsApp messages to Contacts or Business. This lets you tailor who gets notified and how.
βœ… Per-Recipient Templates
Set different WhatsApp templates for Contacts vs. Business, giving you more control over how each party is notified.
βœ… Template Selection & Creation
Each notification type comes with a default template. You can choose to keep it, use an existing approved WhatsApp template or build a new one using the in-app template builder. Use Fetch Whatsapp templates to refresh your list in real time.
βœ… Send Test WhatsApp Messages
Use the Send test Whatsapp notification feature to preview your message before enabling it for real bookings.
🧩 How to Use It
  1. Go to
    Calendar Settings > Rentals > Global settings > Notifications
  2. Under each notification type,
    toggle ON WhatsApp
  3. Choose the
    recipients
  4. Select
    or create an approved WhatsApp
    template
  5. Use Send test WhatsApp notification to validate message content
  6. Save
    your configuration β€” WhatsApp messages will now be sent automatically
🎯 Why This Matters
  • Increases show-up rates with faster, mobile-first communication
  • Reduces the need for manual follow-ups
  • Gives users full control over template messaging and delivery
  • Gives businesses flexibility in choosing how they reach different recipients
Whatsapp Notifications
Edit whatsapp notification
We've significantly improved how Prospecting creates and enriches contacts inside your CRM.
Prospects are no longer just added as basic business recordsβ€”they now become richer, cleaner CRM contacts that are ready for outreach and automation.
What's New
1. Richer contact enrichment from prospect's websites
Prospecting now goes beyond Google Business Profile data.
In subaccount prospecting when available, we automatically enrich your prospect by scraping their phone and emails from their website. This helps you start with more complete CRM records from day one. Coming next in agency level prospecting as well (though their contact creation is not possible)
2. Better CRM contact records
Screenshot 2026-07-01 at 10
New contacts created by Prospecting now include more useful information automatically, including:
  • Contact source = Prospecting Tool
  • Prospect tags for workflows and segmentation
  • Phone number (and additional phone)
  • Email (and additional emails)
  • Prospect website url
  • Address and location details (City, state, ZIP code etc)
  • Business information available during prospect creation
This makes it much easier to:
  • Build automations
  • Trigger workflows
  • Filter prospecting contacts
3. Need business contactsβ€”or don't?
You now have full control.
Screenshot 2026-07-01 at 9
A new contact enrichment setting lets you decide whether prospecting should search for additional Points of Contact (POCs) such as business owners, managers, or key decision-makers. And also how their contacts should be created.
If enabled:
  • Prospecting searches for POCs and additional emails, phones from website, listings etc
  • Every POC found is created as its own CRM contact
If disabled:
  • Only the primary business contact is created from Google business profile data (GBP)
  • Perfect for customers who want faster prospect creation or don't need additional contacts.
4. No more duplicate business contacts
We've also cleaned up how contacts are created.
Screenshot 2026-07-01 at 10
Previously, businesses could end up with multiple contacts simply because we found different emails or phone numbers.
Now:
  • One primary business contact is created
  • Additional phone numbers and email addresses are added to the same contact record
  • Individual Points of Contact (POCs) are still created separately when found
This results in a cleaner CRM with fewer duplicate business records while preserving valuable contact information.
Why This Matters
  • Cleaner CRM records
  • Better contact enrichment
  • More automation-ready data
  • Less duplicate cleanup
  • Easier outreach to both businesses and decision-makers
Whether you're generating one prospect or hundreds, Prospecting now creates CRM records that are far more useful for sales, marketing, and automation.
Relevant support articles:
  1. Contact creation in sub account prospecting
  2. Contact creation in agency level prospecting
🧭 Overview
We're excited to announce that
Rentals is now live for everyone!
πŸŽ‰
Rentals is a powerful new addition to our scheduling suite, purpose-built for businesses that manage bookable inventory like equipment, vehicles, spaces, vacation properties, event setups, and more.
Unlike traditional appointment scheduling, Rentals is designed for duration-based, inventory-driven bookings β€” giving you full control over availability, pricing logic, booking types, and multi-item checkouts.
Whether you rent by the hour, day, week, or month, Rentals gives you the flexibility to model your real-world business accurately.
πŸš€ What’s New?
βœ… Customizable Listings with Variants & Inventory
  • Create listings for each rental offering and configure:
  • Pricing per hour/day/week/month
  • Quantity tracking
  • Variants (e.g., size, type, configuration)
  • Lead time, buffer time, booking window rules
βœ… Inventory Tracking & Availability Control
  • Control how many units of each listing are available at any given time.
  • The system automatically:
  • Checks availability across selected dates
  • Prevents overbooking
  • Blocks unavailable inventory
βœ… Flexible Pricing Models
  • Configure pricing that fits your business with support for:
  • Hourly, daily, weekly, and monthly rentals
  • Day-based pricing
  • Seasonal pricing
  • Tiered pricing by duration and quantity
  • Security deposits
βœ… Flexible Booking Types
Choose how customers book based on your business model:
  • Date & Time Selector – Ideal for hourly and short-term rentals
  • Date Selector Only – Perfect for day-based or night-based rentals
  • Fixed Duration Bookings – Offer predefined packages (e.g., 4-hour rental, 3-day bundle, 5-day bundle)
Each listing can define its own booking behavior.
βœ… Multi-Item Bookings
Customers can book multiple rental listings in a single checkout β€” perfect for bundles, event setups, or combined equipment rentals.
βœ… Customer Booking Page
Offer a dedicated customizable public-facing booking page that:
  • Displays listings and categories
  • Shows real-time availability
  • Offers a smooth booking experience
This gives rental businesses a streamlined and professional booking experience.
βœ… Flexible Booking Management (Admin Experience)
Rentals includes a full booking management system:
  • Create bookings or blocked slots manually from in-app
  • Add multiple listings within one booking
  • Modify dates, duration, quantity, or pricing
  • Automatically generate invoices for every booking
  • Collect payments in-app
  • Track booking lifecycle
  • View and manage all bookings from Appointment List View or Calendar View
βœ… Dedicated Rentals Calendar View
A purpose-built calendar lets you:
  • View bookings across all listings in a unified grid
  • Identify bookings by status with color coding
  • Filter by listing, category, booking status, or payment status
  • Open and manage bookings directly from the calendar
  • Manage all rental operations from one centralized view.
βš™οΈ How to Get Started
  • Rentals will be
    enabled by default for all the newly created locations.
  • Rentals will not be automatically enabled for existing locations.
To enable (or disable) Rentals for one or more locations:
  1. Go to
    Agency View > Subaccounts
  2. Select location(s)
    to enable/disable Rentals for
  3. Click on
    Setup Calendars
  4. Toggle
    the Rentals module
    On
    or
    Off
Start Using Rentals
Once enabled:
  • Navigate to
    Calendars β†’ Calendar Settings β†’ Rentals
  • Create your first
    Rental Listing
  • Configure pricing, inventory, availability, and booking settings
  • Configure business-level settings in
    Global Settings
  • Preview your
    Customer Booking Page
  • Start managing bookings from
    Appointments List View
    or the
    Rentals Calendar View
🎯 Why This Matters
Rentals enables you to:
  • Offer hourly, daily, weekly, and monthly rentals
  • Manage inventory, quantities, and variants with confidence
  • Support multi-item bookings in a single checkout
  • Handle payments, invoices, and blocked slots in one place
  • Sync availability with external platforms via calendar sync functionality
  • Run your rental operations without relying on third-party tools
  • Expand into industries like vacation rentals, equipment rental, event businesses, vehicle rentals, coworking spaces, mobility services, and more
Select locations to enable
Enable rentals toggle
Rental Listings
Edit Listing
Booking page
Booking page -view details
Rentals Calendar View
What’s New?
Store owners can now choose between One-Step Checkout and Two-Step Checkout from the Checkout element’s Form Options in the Builder.
With Two-Step Checkout, customers first enter their contact details, shipping followed by billing, payment, and order review in the second step.
  1. Checkout Type Selection
  • New Checkout Type setting available for the Checkout element.
  • Options include: One-Step Checkout, Two-Step Checkout
  1. Two-Step Checkout Flow
  • Step 1: First Name, Last Name, Email, and Phone Number, Shipping
  • Step 2: Billing, payment, order review, and place order
  1. Default Behavior
  • One-Step Checkout remains the default.
  • Existing checkout pages will continue to work as they do today.
How to Use It?
  1. Open the Store Builder and edit the Checkout Page.
  2. Select the Checkout element.
  3. Go to Form Options in the settings panel.
  4. Choose One-Step Checkout or Two-Step Checkout.
  5. Save and publish the page.
Key Points to Note:
  • Two-Step Checkout helps capture customer contact & shipping details earlier.
  • Customers can proceed to Step 2 only after valid Step 1 details are entered.
  • The setting works at the Checkout element level, so different pages can use different checkout types.
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