Changelog
Follow up on the latest improvements and updates.
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new
Documents & Contracts
🚀 Multi-role signing for your Documents and Contracts templates, right inside Workflows.
Documents and Contracts templates can now carry multiple signer roles — buyer, seller, witness, or any custom role you define. When a document goes out through a Workflow, every role is automatically populated and routed for signature, no manual re-entry required.
🤔 The Challenge
You send agreements that need more than one signature — a buyer and a seller, a client and a co-signer, a tenant and a guarantor. Until now, templates only supported a single signer, so you were stuck manually adding each person’s details every time you sent a document, or working around it with clunky duplicate templates.
✨ Our Solution
Define signer roles directly on your template — up to 6 per template — and assign fields (like signature or date) to each one. When you send that template through a Workflow, HighLevel automatically pulls in the roles you’ve set up. Missing a detail? You can fill it in — or override any role’s name, email, or phone number — right at the workflow level, without touching the template.
🏆 How This Supercharges Your Business
- Save Time: No more manually re-adding signer details for every multi-party agreement you send.
- Reduce Errors: Role values set on the template auto-populate, cutting down on missed or mistyped signer info.
- Stay Flexible: Override any role’s details per-workflow, so one template can serve many different deals.
- Scale Complex Deals: Real estate, contracting, and services businesses can now route agreements needing multiple signatures (e.g., buyer + seller + witness) in a single send.
🛠️ How to Get Started
- Build your template:Open your Proposal/Estimate template and define signer roles (name, email, phone) and assign at least one fillable element to each role. Roles can have static or custom values which get resolved when the document is sent — choose based on your use case.
- Assign a Contact field: Make sure at least one fillable element is assigned to “Contact” — this is required for the Workflow send action to work.
- Select your template in a Workflow: Add the “Send Document” action and choose your multi-role template — roles will auto-populate.
- Override if needed: Adjust any role’s name, email, or phone at the workflow level — these values take precedence over the template defaults.
- Send: Launch the workflow — each signer receives their document in the order and role you’ve defined.
🔮 What’s Next?
We’re continuing to build out signing order controls and expanding role-based automation across more document types — so stay tuned for even more control over how multi-party agreements move through your pipeline.
Good to Know
- Up to 6 roles can be added per template; roles are local to that specific template.
- Roles only populate automatically when the document is sent via a Workflow (not from manual send).
- At least one fillable element must be assigned to “Contact” for the Workflow send action to function.Role details set at the workflow level override the template’s default values.
- If a required role email is missing, you’ll be prompted to complete it before sending. Duplicate emails across roles will trigger an alert.
- Currently available on Web.





new
Automations
Version History in AI Builder
Overview
The Workflow AI Builder now tracks every iteration it creates. Each AI build or edit produces an artifact card in the chat, and any of them can be restored in a single click.

What's New
- Artifact card for every AI iteration: Every build or edit from the AI Assistant produces a card inline in the chat, at the point where the change was made.
- Current version indicator: The card matching the canvas carries a purple border, so the active iteration is always identifiable.
- One-click restore: Open the three-dot menu on any older card and select "Restore this version." The canvas reverts instantly.
- Bidirectional and non-destructive: Restoring an older iteration keeps newer ones restorable. Iterations can be moved between freely, and none are destroyed.
- Unsaved indicator: When auto-save is off for the location, cards display an "Unsaved" pill until the workflow is saved manually. The pill does not appear when auto-save is on.
- Synced with Version History: "Show in version history" opens the Version History tab, where AI and manual versions appear in one unified timeline. Version History remains the single source of truth for version numbering.
How to Use
- Prompt the AI Assistant to build or edit your workflow.
- An artifact card appears in chat with a purple border marking it as the current version.
- Prompt another change. The new card takes the border, and the previous card gains "Restore this version" in its three-dot menu.
- Use the three-dot menu on any card to restore that iteration or open it in Version History.
Why This Matters
AI edits previously had no recovery path - a removed trigger or an overwritten action config meant rebuilding by hand. Tying every AI iteration to a restorable artifact makes the assistant safe to experiment with: bold edits can be attempted, compared, and rolled back without leaving the conversation or losing work. Routing those iterations into the same timeline as manual versions keeps Version History authoritative rather than splitting AI and human changes into parallel histories.
Overview
Workflows imported through a snapshot now display an "Explain This Workflow" pill at the top of the builder. One click opens the AI Assistant with a full breakdown of what that workflow does.

What's New
Explain This Workflow pill
— Appears at the top of every workflow brought in via snapshot.One-click explanation
— Opens the AI Assistant with a complete explanation of the workflow's triggers, actions, and branching logic.Dismissible
— The pill can be dismissed once and will not reappear on that workflow.How to Use
- Open any workflow imported through a snapshot.
- Click the "Explain This Workflow" pill at the top of the builder.
- Review the explanation in the AI Assistant panel.
- Ask follow-up questions about specific steps, or describe the changes you want and let the AI Builder apply them.
Why This Matters
Snapshot workflows are inherited, not built — users open them with no context on what they do or why. Surfacing the explanation at the point of import closes that gap before it turns into a support request, and connects the workflow directly into the AI Assistant and AI Builder. What was previously a passive import becomes an entry point for understanding, questioning, and editing automation in place.
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
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🚀
1 New Website Templates Published
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Business, Coaching & Consulting - 1
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🚀
1 New Store Templates Published
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Restaurant and Bar - 1
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🚀
1 New Email Templates Published
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Real Estate - 1
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🚀
4 New Social Templates Published
🚀-----------------------------------------------------
Insurance - 2
Other - 2
Home Services - 2
Financial - 2
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🚀
2 New Facebook Ad Templates Published
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Real Estate - Residential Architect
Travel & Hospitality - Tour Guide
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🚀
5 New Google Ad Templates Published
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Home Services - House Cleaning
Health & Wellness - Wellness Guidance
Finance - Credit Score Repair
Creative - Live Band
Business Coaching & Consulting - Financial Advisor
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🚀
5 New LinkedIn Ad Templates Published
🚀-----------------------------------------------------
Business Coaching & Consulting - Career Counselor
Creative - Website Developer
Finance - Ledger Manager
Marketing Agency - Creative Agency
Business Coaching & Consulting - Entrepreneur Coach
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🚀
2 New Workflow Templates Published
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Sales & Appointments - Appointment Reminder (24h + 1h)
Lead Generation & Nurturing - New Lead Round-Robin Assignment
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📣
1 New Snapshot
📣------------------------------------------------------
Automotive - Roadside Assistance






















new
improved
Funnels and Websites
Hover Animations for Buttons
Buttons can now respond dynamically when a visitor hovers over them. Choose from 21 built-in hover effects and fine-tune parameters like color, size, distance, and timing directly in the sidebar - no custom CSS required.
🚨 Problem / Opportunity
Previously, buttons had very limited hover capabilities - restricted only to basic elevate and wobble effects with zero customization. Creating engaging micro-interactions required writing custom CSS, which was inaccessible for many users and difficult to maintain across templates. Since hover states are essential for making CTAs feel responsive and clickable, this was a key feature gap in the builder.
🌟 What's New / How to Use
- 21 New Hover Effects: Instantly apply effects grouped into six customizable categories:
- Scale: Grow, Shrink, Pulse, Bounce In
- Rotation: Rotate, Skew Forward
- Movement: Float, Wobble Horizontal, Buzz
- Background: Fade, Sweep To Right, Sweep To Bottom, Radial In, Bounce To Top
- Border: Ripple Out, Outline In, Underline From Center
- Shadow: Shadow, Glow, Box Shadow Outset
- Live Canvas Previews: Hover over any effect card in the sidebar to preview the animation live on your canvas button before selecting it.
- Contextual Fine-Tuning Controls: Every effect exposes core timing controls (Duration: 0.1–3s, Delay: 0–5s, Easing: Linear, Ease-in, Ease-out, Ease-in-out), while dynamically surfacing only the specific parameters relevant to the selected effect:
- Scale Controls: Scale factor (0.5x to 2x)
- Rotation Controls: Angle (-180° to 180°)
- Movement Controls: Distance (0 to 50)
- Background / Border Controls: Fill color, border color, and thickness (1px to 10px)
- Shadow Controls: Shadow color, blur (0 to 50px), and spread (0 to 50px)
- Smart Device & State Handling:
- Mobile-Safe: Hover states automatically disable on touch devices and screen widths below 1024px to avoid "stuck" hover states.
- Sequenced with Entrance Animations: If a button has an entrance animation, hover effects wait until the entrance finishes before activating.
- Replicated Elements: Clones, sticky bar buttons, and navigation duplicates mirror the hover behavior of the original element seamlessly.
- Steadier Canvas Animations: Entrance animations no longer replay on component remounts (during drag-and-drop or device switching) and wait until elements are visible on screen.
⚙️ How to Use It
- Select any button on the builder canvas.
- Open the Animation tab in the sidebar and navigate to Hover Animation.
- Hover over any effect card to preview it on the selected button.
- Click an effect to select it.
- (Optional) Adjust timing or specific parameters (color, scale, distance) in the Adjust panel below the effect grid.
🎯 Impact
- No CSS Knowledge Needed: Build polished micro-interactions directly from the sidebar.
- Higher CTA Engagement: Make buttons feel tactile and interactive to boost click-through rates.
- Clutter-Free Interface: Contextual controls ensure you only see the settings that apply to your chosen effect.
- Cleaner Markup: Hover settings are applied as clean CSS styling without bloating the published page code.
📍Where to Find It
Go to Page Builder -> select a Button -> open the Animation tab in the sidebar -> Hover Animation.
Effect parameters appear in the Adjust panel right below the grid.







new
improved
Funnels and Websites
Entrance Animations for Sections, Rows and Columns
Entrance animations are no longer limited to individual elements. You can now apply entrance animations directly to Sections, Rows, and Columns. The builder automatically sequences animations hierarchically as visitors scroll, giving your pages a polished, intentional reveal without manual timing calculations.
🚨 The Problem
Previously, animating a page meant setting up animations and timing delays by hand for every single element. Adding, removing, or reordering elements broke the entire sequence, requiring manual recalculations. Additionally, there was no straightforward way to animate entire layout structures like a full section or column container.
🌟 What's New
- Layout Block Support: Apply entrance animations directly to Sections, Rows, and Columns.
- Expanded Animation Library: Includes new and updated categories:
- Fade: In, Up, Down, Left, Right
- Slide: Up, Down, Left, Right
- Bounce: In, Up, Down, Left, Right
- Flip: Flip, Flip In X, Flip In Y
- Rotate & Zoom: Rotate In, Zoom In
- Special Effects: Light Speed (Left, Right), Infinite Loops (Glow, Rocking, Bounce)
- Custom Entrance Tuning:
- Duration: 0.1s to 3s
- Delay: 0s to 5s
- Scale: 0.5× to 2×
- Easing: Linear, Ease-in, Ease-out, Ease-in-out
- Live Hover Previews: Hover over any animation option in the sidebar to preview it live on the selected canvas block before committing.
- Automatic Sequencing: Blocks animate seamlessly in hierarchy (Section → Row → Column → Content). Each element automatically waits for its parent container to finish animating.
- Mobile Control: Motion is disabled on mobile by default to preserve performance. Enable it per block via the new Enable animations on mobile toggle. Remaining animated blocks auto-sequence around disabled ones.
⚙️ How to Use it
- Select any Section, Row, or Column on the builder canvas.
- Open the Animations tab in the sidebar and select Entrance Animation.
- Hover over any animation card to preview the effect live on your selected block.
- Select your desired animation style.
- Fine-tune settings such as Duration, Delay, Scale, and Easing.
- (Optional) Toggle Enable animations on mobile if you want the effect to play on mobile devices.
🎯 Impact
- Zero Math Required: Automatic sequencing eliminates manual delay calculations and custom CSS.
- Layout Resilient: Reordering or editing blocks automatically updates the sequence without breaking animation timing.
- Scroll-Triggered: Motion triggers only when elements scroll into view.
- Backward Compatible: Existing published pages automatically benefit from updated sequencing logic without requiring a re-save.
📍Where to Find It
Go to Page Builder -> select a Section, Row, or Column -> open the Animations tab in the sidebar.






new
Funnels and Websites
Hover animations for button in Highlevel Funnel and Website builder
What's New and How to Use
Apply a hover effect
Page builder -> Select a button on the canvas.
Open the Animation tab in the sidebar -> Hover Animation
Pick from 20 effects: Grow, Shrink, Pulse, Bounce In, Rotate, Float, Skew Forward, Wobble Horizontal, Buzz, Fade, Sweep To Right, Sweep To Bottom, Radial In, Bounce To Top, Ripple Out, Outline In, Underline From Center, Shadow, Glow, Box Shadow Outset.
Preview before you commit
Hover an effect card and it plays on the selected button on the canvas, so you can compare options side by side.
Tune the effect - every effect exposes Duration (0.1–3s), Delay (0–5s) and Easing (Linear, Ease-in, Ease-out, Ease-in-out). Beyond that, the panel shows only the controls that apply to the effect you picked:
Effect group Effects Controls
Scale Grow, Shrink, Pulse, Bounce In Scale (0.5×–2×)
Rotation Rotate, Skew Forward Angle (−180° to 180°)
Movement Float, Wobble Horizontal, Buzz Distance (0–50)
Background Fade, Sweep To Right, Sweep To Bottom, Radial In, Bounce To Top Fill Colour
Border Ripple Out, Outline In, Underline From Center Border Colour, Thickness (1–10px)
Shadow Shadow, Glow, Box Shadow OutsetShadow Colour, Blur (0–50px), Spread (0–50px)
Every effect ships with brand-appropriate defaults, so it looks right the moment you pick it, adjusting is optional.
It behaves correctly out of the box - hover is automatically switched off on touch devices and screens under 1024px, so mobile visitors never land in a stuck hover state. If a button has an entrance animation, hover waits until that entrance has finished before it becomes active. Buttons that appear more than once on a page — sticky bars, navigation clones — animate identically to the original.
Impact
- Per-button micro-interactions from the sidebar, no CSS knowledge needed.
- More clickable-feeling CTAs, which is where hover states earn their keep.
- Effect-specific controls mean you only see settings that do something - no guessing which knob applies.
- Cleaner published pages: hover settings are applied as styling rather than leaking into page markup.
- Entrance animations on the canvas also got steadier as part of this work - they no longer replay every time a component remounts (drag and drop, device switch, edit), and they wait until the element is actually on screen instead of flashing early.
Where to Find It
Page Builder → Select a button → Animation tab (sidebar) → Hover Animation
Effect parameters appear in the Adjust panel below the effect grid, once an effect is selected.
Ask AI now accepts images and documents right in the chat composer. Snap a photo, pick a PDF, or grab a file from your Media Library then ask the assistant about it in plain language.
🤔
The Challenge
You have the answer sitting in a file. A screenshot of a broken funnel. A CSV of last month's leads. A signed contract PDF.
But Ask AI could only read what you typed.
✨
Solution: Attachments in Ask AI
Tap 📎 in the composer and pick from four sources: Camera, Gallery, Files, or your Media Library. Your file uploads in the background while you keep typing. It rides along with your next message as a tidy chip the assistant can actually read.
🏆
How This Supercharges Your Business
⏱️ Save Time: Stop retyping what a screenshot already shows. Attach it and ask.
📱 Work Fully Mobile: Handle document-based questions on your phone, without reaching for a laptop.
🎯 Get Sharper Answers: The assistant reads your actual data, so answers reflect your business.
🗂️ Reuse What You Have:Pull straight from Media Library, already-uploaded files attach instantly, no re-upload.
🛠️ How to Get Started
- Navigate:OpenAsk AIfrom your app's navigation, then start or open a chat.
- Activate:Tap the:paperclip: paperclipin the composer and choose Camera, Gallery, Files, or Media Library.
- Enjoy:Watch the chip turn fromUploading…to ready, type your question, and hit send.
Tip: No question in mind? Send the file on its own, Ask AI will analyze it for
🛠️ What's Next?
We're expanding what Ask AI can read. On the roadmap: larger document limits, more file types (spreadsheets, plain text, Markdown), and in-app previews so you can review an attachment without leaving the chat. Attachment history and re-use across sessions are also being explored.
Roll-out & Availability
4.21.0+844
💬 Speak with us: https://speakwith.us/nikhilsatish
PM email:nikhil.siddasamudra@gohighlevel.com



new
Payments
Invoicing
Redeeming Gift Cards in Offline Payment Flows
What's New?
Businesses can now redeem customers' Gift Cards while collecting payments directly from within the platform. Previously, Gift Cards could only be redeemed by customers on customer-facing checkouts. With this update, businesses can now apply a customer's Gift Card when recording or collecting payments on their behalf, creating a consistent redemption experience across both customer-facing and business-initiated payment journeys.
Whether you're recording a payment, charging a customer directly, or creating a subscription, you can now use the customer's available Gift Card balance before charging any remaining amount to their saved payment method.
Redeem Gift Cards Across Business Payment Flows
Gift Card redemption is now supported in:
- Orders → Record Payment → Charge a Card
- Invoices → Record Payment → Charge a Card
- Contacts → Charge Now
- Contacts → Create Subscription
- Subscriptions → Create Subscription
Businesses can simply enter a Gift Card code, validate it, and redeem the available balance as part of the payment process.
Note: In case of 'Create Subscription', gift cards are currently not redeemable on future dated or scheduled subscriptions and this capability will be coming soon.
Consistent Redemption Experience
Gift Card redemption works the same way as it does on customer-facing checkouts.
- If the Gift Card balance covers the full payment amount, the payment is completed entirely using the Gift Card.
- If the balance is lower than the amount due, the Gift Card balance is redeemed first and the remaining amount is automatically charged using the customer's saved payment method.
- Appropriate validation messages are displayed for invalid, expired, or zero-balance Gift Cards.
- This allows businesses to confidently accept Gift Cards regardless of who is initiating the payment.
Improved Payment Visibility
Whenever a Gift Card is redeemed:
- Transaction Details clearly show the amount redeemed using the Gift Card.
- Split payments display the Gift Card amount separately from the remaining payment collected using another payment method.
- The associated Gift Card Order is automatically updated with the remaining balance after every successful redemption.
Where Can I Find This?
Gift Card redemption is now available while collecting payments through:
Payments → Orders → Record Payment
Payments → Invoices → Record Payment
Contacts → Charge Now
Contacts → Create Subscription
Payments → Subscriptions → Create Subscription
Simply enter the customer's Gift Card code during payment and click Apply before completing the payment.
What's Next?
We're continuing to expand Gift Card redemption across more payment experiences. Upcoming enhancements include:
- Gift Card redemption while collecting payments through Calendars
- Gift Card redemption through POS
- User permissions for Gift Card redemption
- Validity configurations on individual gift card orders
- Voiding or cancelling issued gift card orders
Visuals







improved
Client Portal
Client Portal — One Portal. Zero Tab-Hopping
One login. One navigation. One seamless experience.
Moving between Client Portal, Courses, and Communities used to feel like switching between separate products — different tabs, different navigation, constant re-orienting. We rebuilt it. Dashboard, Courses, Communities, Billing, Shared Files, Affiliates, and Account Settings now live inside one connected, branded customer home, rebuilt on a shared, modern architecture. This release also ships the new Communities UI as part of the unified experience.

🧱 The Biggest Unlock: One Foundation for Every Membership Product
This rewrite isn't just a new Client Portal — it's the shared foundation that finally puts GoKollab, Communities, Courses, and Client Portal on the same modern architecture. Features and UX flows that used to stop at product boundaries now work seamlessly across all of them. Cross-product journeys get dramatically simpler, and every future membership capability can be built once and work everywhere. This is the groundwork that makes the deeper, connected experiences on our roadmap possible.
🔀 From Fragmented to Connected
Before:
Disconnected apps, repeated context switching, and inconsistent navigation — more time spent figuring out where to go next.After:
One unified experience with smooth movement between Courses, Communities, Client Portal, billing, files, and account settings. No more tab maze. No more starting over between sections.

A Dashboard That Works as a Real Launchpad
The redesigned Dashboard gives customers an immediate overview of everything that matters to them, including:
- Courses in progress
- Community memberships and activity
- Pending invoices
- Recently shared files
- Pinned communities
- Quick access to frequently used areas
Instead of acting as a simple landing page, the Dashboard now helps customers immediately continue their journey.
Business Tools in the Same Experience
Customers can now access important business interactions without leaving the portal.
Invoices

Estimates

Contracts

Shared Files

Affiliates

✨A Redesigned Communities Experience
The new Communities UI is now part of the unified Client Portal experience.
Members can move between discussions, learning content, events, leaderboards, member directories, and community information without switching products or opening another application.
Community branding, channels, posts, featured content, member information, and engagement tools are now presented through a cleaner and more consistent interface


✨A More Connected Course Experience
Courses now feel like a natural extension of the Client Portal rather than a separate destination.
Customers can discover courses, continue learning, view progress, access course content, and move between lessons while remaining inside the same branded experience




✨ What Customers Will Notice
🚀 A genuinely usable home
The redesigned Dashboard turns the Client Portal home into a real launchpad. Courses in progress, Continue Watching, Community activity, billing, and files surface right where customers expect them — so the first screen they land on immediately gets them where they want to go.
🔄 Smoother app switching
Move naturally between Courses, Communities, Dashboard, billing, and shared files. It all feels like one journey, not products stitched together.
⚡ Faster performance
Faster page loads and snappier transitions across desktop and mobile. On the new dashboard, content loads in ~0.4s and becomes interactive roughly a second sooner than before.
💎 A more premium feel
Smooth page-change animations make moving between sections feel polished and intentional, not jarring.
🔍 Easier content discovery
The redesigned dashboard and unified nav surface Courses in progress, Community activity, Continue Watching, Pinned Communities, billing items, and shared files at a glance.
🎨 One consistent brand experience
From a redesigned login through Courses, Communities, billing, and files, your brand stays front and center.
📈 Built for SEO and discoverability
Eligible public Course and Community pages are now SEO-ready, with search-friendly rendering, crawlable URLs, and page metadata. New public pages score 92–100 on Lighthouse SEO vs 75–85 on legacy. This helps businesses expand their reach, attract new audiences to their content, and turn public pages into a growth channel. Private, gated, and customer-only content stays protected.
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