Follow up on the latest improvements and updates.

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October 22, 2026

new

Calendar

📝 Attach Forms When You Create Service/Rental Bookings In-App

🧭 Overview
Forms can now be attached to your service and rental bookings you create yourself, not just bookings made on the booking page. While creating a new booking, from the appointment modal, you can attach and complete the booking form on the customer's behalf, so the intake information you collect is consistent however a booking is made.
🚀 What's New?
✅ Attach a form in the appointment modal
Service and rental bookings have a new Booking form section. Click Attach form and the form opens within the booking flow. It's optional, and you can still create bookings without one.
✅ The right form, preselected
Your configured form is preselected. You can also switch to any available form from the dropdown. 
✅ Contact details prefilled
First name, last name, email, and phone come prefilled from the selected contact that you select. 
✅ Only what your team needs
CAPTCHA, product selling, and payment elements don't appear when you fill a form from the appointment modal.
🧩 How to Use It
Create a service or rental booking from the in-app appointment modal and select the contact.
In the Booking form
 section, click Attach form
. 
Complete the form on the customer's behalf and create the booking.
Open the appointment details any time to view the submitted form.
Note : 
 Forms can be attached only while creating the booking for now, and can't be added/edited later. 
🎯 Why This Matters
Bookings you create manually capture the same intake details as online bookings.
Collect the important details upfront and logged with the booking.
Prefilled contact details save time and prevent mismatches.

October 22, 2026

improved

Filter HubSpot Records Before You Import

Overview 
You can now choose exactly which HubSpot records come into HighLevel. The HubSpot Importer's Preview step lets you filter Contacts, Deals, Companies, and Tasks by when they were created or last modified in HubSpot, so you bring over the data you need and leave the rest behind.
What's New
Filter each object (Contacts, Deals, Companies, Tasks) separately on the Preview and import step
Filter by HubSpot Created Date or HubSpot Last Modified Date
Choose relative ranges like In the last 6 months or This quarter, or exact dates with On, Before, After, and Between
See the exact date range a filter covers before you apply it
Combine conditions with AND / OR
Apply the same filters to every selected object in one click
Record counts update right away, showing how many records were found and how many will be imported
How It Works
Go to Contacts, Companies, or Opportunities, click Import, and choose Import from HubSpot.
Continue through the wizard to Preview and import.
Click the edit (pencil) icon on any records row, such as Contacts – records.
Pick a field, a condition, and a value. Use Add nested filter to combine conditions with AND or OR.
Click Apply filters, or Apply filters to all objects to reuse the same conditions everywhere.
Review the updated counts and click Confirm and start import.
Benefits
Migrate only recent or active records
Smaller, faster imports that are easier to review
Fewer unwanted records to clean up afterward
Know exactly how many records will be imported before you start
Notes
Filters are optional. Leave them empty to import everything.
"In the last" excludes today.
Filters currently support HubSpot Created Date and HubSpot Last Modified Date.

October 19, 2026

new

Action needed: move your WhatsApp marketing to MM Lite before October 2027

Meta has confirmed that marketing messages will stop being delivered through the Cloud API on

October 13, 2027

. From that date, every WhatsApp marketing send must route through Meta's Marketing Messages API, which HighLevel already supports as

MM Lite

. Activation takes a few minutes per sub-account, your existing templates and numbers carry over untouched, and the capabilities you gain are ones Cloud API will never receive.

> ⏳ You have about 12 months. But the reason to move now is not the deadline, it is that your campaigns are currently running without delivery optimization, conversion tracking, and creative formats that only exist on MM Lite.

What's changing

📅 Meta's deadline

October 13, 2027:
Marketing messages can no longer be sent through the Cloud API. All marketing delivery consolidates onto the Marketing Messages API.
Your other messaging is unaffected:
Service and utility messages continue on the Cloud API exactly as they do today. This applies to marketing sends only.
Cloud API is frozen for marketing:
Meta has been clear that Cloud API remains available but receives no new marketing capabilities. Everything below is exclusive to MM Lite and will stay that way.

What your sub-accounts gain

📈 Delivery optimization Cloud API does not have

Quality-based delivery:
MM Lite factors engagement signals into delivery decisions, prioritizing messages that are expected, relevant, and timely. Cloud API applies no delivery intelligence to marketing at all. Meta's own A/B test across more than 12 million messages measured up to
+9% higher delivery
for high-engagement messages.
More reach without more spend:
That lift comes from better targeting of the same send, not from increasing volume.

🎨 Creative and formats unavailable on Cloud API

Animated GIF headers:
Send GIF media in template headers. Not supported on Cloud API.
Android app deep links:
Send links that open your app directly on a customer's phone. Not supported on Cloud API.
Automated creative optimizations (pilot):
Meta automatically enhances the visual appeal of marketing templates, including image animation and filtering, with no manual work from you.
Everything else still works:
Media, carousel, product catalog, flows, interactive lists, and interactive replies are all supported, plus the formats above.

📊 Measurement and guidance

Full conversion funnel:
Track from the WhatsApp message through to purchase, rather than stopping at delivered and read.
Tailored recommendations:
Evidence-based suggestions for improving future campaign performance, exclusive to MM Lite.
Cost metrics:
Spend per template, cost per click, and cost per delivery.

🔄 Migration without disruption

Nothing to rebuild:
Existing phone numbers and marketing templates work as they are. No re-creation, no re-approval.
Campaigns keep running:
All current templates, workflows, and campaigns continue without interruption through activation.
Coexistence is supported:
Sub-accounts using the WhatsApp Business App can be onboarded without disruption.

How to activate

In the sub-account, go to
Settings → WhatsApp
. A banner prompting MM Lite activation appears.
Click
Enable MM Lite
. This redirects you to the WhatsApp account interface.
Open the
Requests
tab and click
Respond
.
When the prompt to improve ROI with the Marketing Messages API appears, click
Continue
.
On the
Review LeadConnector's access request
screen, confirm the permissions and click
Finish
.

Start with your highest marketing-volume sub-accounts, since those see the delivery and measurement benefits immediately.

Why this matters for your business

Meta has drawn a clear line. Cloud API will keep carrying service and utility traffic, but its marketing capability is now closed to new investment and closes entirely in October 2027. Every campaign your sub-accounts run on Cloud API between now and then is a campaign sent without delivery optimization, without funnel visibility, and without the creative formats your competitors on MM Lite already have.

Reach more of the right people on the same send volume
, with delivery decisions informed by engagement signals
Prove campaign value to your clients
by tracking the whole path from message to purchase, not just read receipts
Run campaigns your Cloud API competitors cannot
, including animated headers and app deep links
Stay on the endpoint Meta is actually investing in
, so you receive new marketing capabilities as they ship
Migrate calmly across twelve months
rather than scrambling across your client base in late 2027

Open Settings → WhatsApp in your highest-volume sub-account and enable MM Lite today.

Resources

October 17, 2026

new

Introducing New Templates

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀 1 New Website Templates Published
  🚀
------------------------------------------------------
Beauty & Fashion - 1
------------------------------------------------------
🚀 1 New Email Templates Published
  🚀
------------------------------------------------------
Other - 1
-----------------------------------------------------
🚀 1 New Survey Templates Published
  🚀
-----------------------------------------------------
Marketing Agency - 1
-----------------------------------------------------
🚀 4 New Social Templates Published
  🚀
-----------------------------------------------------
Medical - 2
Legal - 2
Home Services - 2
Other - 2
-----------------------------------------------------
🚀 5 New Facebook Ad Templates Published
  🚀
-----------------------------------------------------
Travel & Hospitality - Campground & RV Park
Home Services - Housekeeping Services
-----------------------------------------------------
🚀 5 New Google Ad Templates Published
  🚀
-----------------------------------------------------
Beauty & Fashion - Barber Shop
Automotive - Paint Protection Film Installation
Travel & Hospitality - RV Rental Agency
Restaurant & Bar - Ice Cream Shop
Real Estate - Property Investor
-----------------------------------------------------
🚀 6 New LinkedIn Ad Templates Published
  🚀
-----------------------------------------------------
Business Coaching & Consulting - Executive Recruiter
Business Coaching & Consulting - Franchise Consultant
Creative - Trade Show Booth Designer
Finance - Payroll Provider
Finance - Equipment Financing
Real Estate - Corporate Relocation Specialist
------------------------------------------------------
📣 1 New Snapshot
 📣
------------------------------------------------------
Real Estate - Commercial Property Inspector

October 16, 2026

improved

Phone System

Get the right ad platform on your number pool calls

6th of October, 2026
Get the right ad platform on your number pool calls
What's new
Call tracking now labels Facebook ad calls correctly. Before, many calls from Facebook ads showed up as "Facebook" or "Direct", so you couldn't tell which ads were driving calls. They now show as Facebook Paid.
What you get
Facebook ad calls are labeled "Facebook Paid".
Other ad platforms are covered too. Calls from TikTok, LinkedIn, and Microsoft (Bing) ads, and Google ads clicked in apps, are now labeled by platform.
Tagged links are labeled too. If your ad link uses utm_medium=cpc, the source shows as the platform plus "Paid", such as "Bing Paid".
AI referrals. Visits that come from ChatGPT and similar tools show up as their own source.
Good to know
Nothing to set up. Your number pool tracking script updates on its own.
These changes apply to new calls only. Past calls keep the source they already have.
Some calls will still show as "Direct". This happens when a visitor's browser hides where they came from and the link has no ad tracking code. We can't label those.
If a visitor's link has several ad tracking codes, the first match wins. Google is checked first, then Facebook, TikTok, and LinkedIn.
More about Number pools and call tracking here.
Where to find it
Your call reports and call details now show the improved source.

October 16, 2026

new

Phone System

Send number pool calls to multiple users who can answer it on any device they choose

6th of October, 2026

Send number pool calls to multiple users who can answer it on any device they choose

What's new

You can now send number pool calls to several team members at once. Each person can answer on the device they prefer: web, mobile, desk phone, or their own phone number. Earlier, number pool calls couldn't be sent to specific team members' devices.

How it works

Open a number pool's settings and turn on Ring Incoming Call to selected Users.

Pick up to 6 team members. Each person's devices ring at the same time, using the ring channel they've set up.
Your choices are saved and show up again the next time you open the pool.

Good to know

You can choose the preferred device type of a user under Settings > Users/My Staff > Edit > Call & voicemail > Default channel for ring all.

More about number pools and call tracking here.

October 15, 2026

new

Payments

Localized Gift Card Communications

What’s New?
Gift Card communications now support backend translations, ensuring customers receive localized communications based on the selected locale.
Key enhancements include:
Localized Communications:
 Gift card purchase confirmations, recipient emails, and SMS notifications are now translated based on the selected locale.
Communication Preview:
 Previews in the Gift Card send flow now reflect locale changes across all supported delivery methods.
Email Previews:
 Both dummy and actual gift card data are now displayed with translated content in email previews.
Key Points to Note:
Translations are handled automatically based on the selected locale.
Both communication previews and customer-facing communications reflect the selected language.
Images:

October 15, 2026

new

Limited time offer templates for WhatsApp

A new marketing template type that puts a live countdown clock inside the message itself, drawn by WhatsApp and ticking down in your customer's chat. The discount code sits right beneath it, ready to copy with a single tap. You set the expiry fresh on every send, so one approved template runs campaign after campaign.

> ⏳ Your customer watches the deadline shrink in real time instead of reading the words "offer ends soon." The countdown is rendered by WhatsApp, not baked into an image you have to redo every campaign.

What's new

⏳ A new limited time offer template type

Built for marketing deadlines:
Create it under the Marketing category with an offer heading, image header, and body with variables, all in the template builder with live phone preview.

⏰ A countdown WhatsApp draws for you

It actually ticks:
The clock counts down inside the customer's chat until the expiry you set, and turns red in the final hour. This is native WhatsApp rendering, so the urgency is visible rather than claimed in your copy.

🎟️ One tap to copy, one tap to buy

Copy code and URL buttons:
The discount code sits under the clock and copies with a single tap, with a URL button beside it going straight to your offer. Nothing for the customer to memorize or retype between seeing the deal and using it.
Both buttons are always present:
Meta requires both on this template type, so they cannot be removed.

🔄 Set the expiry when you send, not when you build

One template, every campaign:
The template defines the structure and the deadline is chosen at send time. You are not creating and submitting a new template for every promotion, which means no waiting on Meta approval between campaigns.

📤 Send from everywhere you already send

Conversations, bulk actions, workflows, and calendar sends
all support it.
The AI template writer can draft one for you
, including the offer heading, expiry, offer code, and image.

What your clients can do with it

A salon
fills Friday's empty chairs with a code that expires at noon
An online store
recovers abandoned carts with a discount the customer can see running out
A gym
pushes a joining offer before the month closes
A travel agency
moves unsold seats against a deadline the customer watches shrink

How to use it

Go to
Settings → WhatsApp → Templates → Create template
.
Set
Category
to
Marketing
and
Type
to
Limited time offer
.
Add your offer heading, image header, body, discount code, and URL.
Submit for Meta approval as normal.
When you send, choose the expiry for that specific campaign.

One thing to watch:

if you send with an expiry that has already passed, Meta still accepts the message and the chat shows the offer as already expired. Double-check the deadline before a bulk send.

Why this matters for your business

Deadline-driven offers have always been awkward on messaging. You either wrote "ends soon" and hoped it landed, or you baked a date into an image and rebuilt the creative for every campaign. Neither approach shows the customer a deadline they can actually watch, and both put a Meta approval cycle between you and your next promotion.

Run promotion after promotion from one approved template
, changing only the deadline per send
Remove the gap between interest and purchase
, since the code copies in one tap and the link is right there
Skip the approval queue between campaigns
, because the template never changes
Give your clients a campaign type their competitors on SMS and email cannot replicate
in the same native way

Head to Settings → WhatsApp → Templates and build your first limited time offer.

October 15, 2026

new

A rebuilt WhatsApp template builder, plus per-contact media

Creating and editing WhatsApp templates now happens in a completely rebuilt builder with a live phone preview, so what you see while you author is what your contact actually receives. And media headers no longer need a hard-coded URL: point them at a dynamic value and the right image, video, or document resolves per contact at send time.

> 📎 Send every customer their own invoice, ticket, or personalized image from a single template. No more cloning a template for every asset and waiting on Meta to approve each copy.

What's new

🎨 A rebuilt create and edit experience

One modern layout:
Category, type, naming, body, media, buttons, and variables now live together in a single redesigned builder, matching the templates and folders experience you already use for managing your library.
Consistent everywhere you author:
AI template generation now runs through the same builder end to end, and the WhatsApp template builder opened from Reputation uses it too. One interface to learn, not three.

📱 Live phone preview while you build

See the real thing as you type:
The preview updates as you edit your header, body, media, and buttons, showing exactly how the message lands on WhatsApp. Catching a layout problem in the builder costs you seconds. Catching it after Meta approval costs you another approval cycle.

🔗 Dynamic media URLs, the big one

Media that changes per contact:
Media header fields now accept custom fields and dynamic values, not just one static public URL. At send time the value resolves for that specific contact and Meta receives a concrete URL for that message.
One template instead of many:
Previously, a different image or document meant a different template, and every new template goes to Meta for approval. Now a single approved template serves every contact's unique asset.
Works across your send surfaces:
Workflows and automations, conversations, bulk actions, calendar appointments, reputation review requests, and missed call text back all support dynamic media headers.

🖼️ Personalized images in bulk, the use case worth stealing

Every contact gets their own image, from one send:
Pair dynamic media with an image personalization service like NiftyImages and a single bulk action renders a unique image for every recipient. Build the design once with a name placeholder, and let the URL resolve per contact at send time.
What your contacts actually see:
Shaun opens WhatsApp to an image reading "Here's a special offer for you, Shaun." Varun gets the same design reading "Here's a special offer for you, Varun." Robin gets his. One template, one bulk send, thousands of individually rendered images.
Beyond names:
The same approach works for personalized discount codes, event tickets with the attendee's seat, course certificates, renewal dates, or a product image matched to what that contact last bought.

✅ Failures you can actually diagnose

No silent wrong media:
A dynamic value that resolves to a valid public URL sends normally. One that resolves to something invalid or empty fails clearly, so you never discover that the wrong document went out by hearing it from your client.

Where to find it

Template builder:
Sub-account →
Settings → WhatsApp → Templates → Create
or
Edit
Reputation:

Reputation → Settings → WhatsApp Requests → Open WhatsApp Template Builder
Missed call text back:

Settings → Phone System → Voice → Voicemail & Missed Call TextBack → Missed Call Text Back → Customize

How to use dynamic media

For per-contact documents (invoices, contracts, IDs):

Store a publicly reachable HTTPS URL on a contact custom field.
In your template's media or header field, map to that custom field instead of pasting a fixed URL.
Send from a workflow, bulk action, or conversation. Each contact receives their own file.

For personalized images at scale:

Create your image design in a service like NiftyImages, with a placeholder for the contact's name or any other detail.
Use the personalized image URL as your media header value, with the contact's detail supplied dynamically.
Run a bulk action. Every contact receives an image rendered just for them.

One requirement worth noting:

the resolved value must be a publicly reachable URL that Meta can download. Private Drive links, URLs behind a login, and empty fields will fail.

Why this matters for your business

Personalized media used to carry a hidden tax. Every variation meant another template, and every template means another round of Meta approval before you can send anything. That made per-customer invoices, tickets, certificates, and personalized campaign images impractical for most agencies, so they either skipped them or built fragile workarounds.

Run personalized image campaigns at bulk scale
instead of sending the same flat creative to everyone
Send genuinely personalized documents
without multiplying your template library
Skip the approval queue
for asset changes, since the approved template stays the same and only the resolved URL varies
Keep automations stable
, because workflows reference a dynamic value rather than a URL you hand-edit after every clone
Catch layout mistakes before Meta sees them
, with a preview that matches the real message

Open Settings → WhatsApp → Templates, build one, and try a personalized image on your next bulk send.

October 15, 2026

improved

Studió AI

Checkout upgrades for AI Studio Payments

AI Studio checkouts just got more flexible. Pick exactly which fields buyers fill in, capture leads before they pay with a two-step checkout, and show a full order summary once payment goes through.
Choose your checkout fields
Show, hide or require the phone number and each billing address field (street, city, state, ZIP, country). Name and email are always required.
Try it:
"Make phone required and hide the billing address"
Two-step checkout
Capture the lead first and take the payment second, just like the Two Step Order form in Funnels.
Step 1
 saves the buyer as a CRM contact, so people who don't complete payment are still leads you can follow up with.
Step 2
 collects the payment.
Try it:
"Make it a two-step checkout"
Heads up:
 new leads fire the Contact Created
 trigger, not Order Form Submission. Check that your workflows listen for the right one.
Order details after payment
The confirmation screen now shows the order ID, items, taxes and total paid, plus the next charge for subscriptions. Prefer your own page? Send buyers to a custom thank-you page that displays their real order.
Try it:
"Send buyers to my own thank-you page after payment"
Availability
Projects already using Payments get all of this on their next prompt. No need to reconnect.

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