Changelog

Follow up on the latest improvements and updates.

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What's new?
The
Goal
action now supports
User Replied
as a goal event. Workflows can now jump contacts directly to a goal when a team member replies to a conversation, making it easy to stop or redirect automations once human engagement has started.
How it works
Configure a
Goal
action and select
User Replied
as the goal event. When a user sends a reply through a supported conversation channel, the contact immediately skips ahead to the Goal step, bypassing any intermediate workflow actions. This allows your workflow to react instantly to team activity instead of continuing scheduled automation.
How to use it
  1. Add a
    Goal
    action to your workflow.
  2. Select
    User Replied
    as the goal event.
  3. Configure the actions that should run after the Goal is reached.
Why we built it
Automated workflows should adapt when your team steps in. By supporting
User Replied
as a Goal event, you can prevent contacts from receiving unnecessary automated messages, reduce duplicate communication, and seamlessly transition from automation to human-led conversations.
Simple examples
  • A lead is enrolled in a 7-day email nurture sequence. On Day 2, a sales representative replies to the lead's SMS. The workflow immediately reaches the
    User Replied
    goal, skips the remaining nurture emails, and moves the contact to the end of the sequence.
  • A support workflow sends reminder messages while waiting for an agent to respond. As soon as a support agent replies, the contact reaches the
    User Replied
    goal, preventing any additional reminder messages from being sent.
Additional Notes
  • The Goal is achieved only when a
    user
    sends a reply to the contact.
  • Contacts immediately jump to the Goal step, skipping intermediate workflow actions.
  • Ideal for ending nurture sequences, preventing duplicate messaging, and transitioning from automated to human conversations.
Preview
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image
What's new?
The Wait action now supports User Replied as a wait condition. In addition to waiting for a contact to reply, you can now keep the contact waiting until a team member responds to the conversation before continuing to the next step. Combined with the timeout option, you can now build powerful SLA workflows that automatically escalate if no user reply is sent within your target response time.
How it works
When configuring a Wait action, select User Replied as the wait condition and optionally define a timeout. The workflow pauses until a user replies or the timeout is reached - whichever happens first. If a reply is detected, the workflow continues immediately. If the timeout expires first, you can route the contact through escalation steps such as notifications, reassignments, or reminders.
How to use it
  • Add a Wait action to your workflow.
  • Select User Replied and configure an optional timeout.
  • Define what should happen after a user replies or when the timeout is reached.
Why we built it
Response-time SLAs are critical for sales and support teams. This enhancement lets you automate first-response tracking, reduce manual monitoring, and ensure conversations are escalated when response targets are missed - all without building complex workflow logic.
Simple examples
  • A support workflow waits up to 30 minutes for User Replied. If an agent responds within the SLA, the workflow continues normally. If the timeout is reached first, it alerts a supervisor and reassigns the conversation.
  • A sales workflow waits 15 minutes for a representative to reply to a new lead. If no reply is sent before the timeout, the workflow creates an urgent task and notifies the sales manager to help prevent missed opportunities.
Additional Notes
  • The contact resumes as soon as a user sends a reply or when the configured timeout is reached.
  • If no timeout is configured, the workflow waits until a user reply is received.
  • Ideal for first-response SLAs, escalation workflows, and internal response-time automations.
Preview
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What's new?
You can now start workflows when a
user
replies to a conversation. This trigger fires whenever a user (team member) sends a reply to a contact, making it easier to automate internal processes after an agent responds instead of waiting for a customer reply.
How it works
Add the
User Replied
trigger to any workflow and choose the conditions that should start it. Once a user replies to a contact through a supported conversation channel, the workflow runs automatically and can continue with actions such as notifications, tagging, assignments, or follow-up automations.
How to use it
  1. Open
    Automations > Workflows
    and add the
    User Replied
    trigger.
  2. Configure any trigger filters required for your workflow.
  3. Publish the workflow to automate actions whenever a user replies to a contact.
Why we built it
Many automations need to react to your team's actions- not just customer activity. The User Replied trigger helps you build workflows that track agent engagement, trigger internal notifications, update records, or kick off the next step immediately after a team member responds.
Simple example
  • A sales representative replies to a new lead's SMS. The User Replied trigger automatically updates the opportunity stage to Contacted and notifies the sales manager.
  • A support agent replies to a customer's email. The User Replied trigger adds a Support Responded tag and creates a follow-up task to check in after 48 hours.
Additional Notes
  • The trigger activates only when a user sends a reply, not when a customer responds.
  • Use this trigger for internal workflow automation based on team activity.
Preview
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Overview
We're introducing
Sub-account Snapshot History
, a new way to track every snapshot that has ever been loaded into a sub-account. You can now view a complete, organized history of snapshot activity directly from the
Actions
menu on the
Sub-accounts
page.
What's New?
* Added a new
View Snapshot History
option alongside the existing
Load Snapshot
action in the
Actions
menu.
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* View a complete list of all snapshots that have been loaded into a sub-account.
* Open any snapshot to see its detailed load history, including every time that specific snapshot was applied.
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* Drill down further to view the exact assets—such as workflows, calendars, and more—that were included in each snapshot load.
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* Each history entry displays:
* Who loaded the snapshot
* When it was loaded
* The snapshot version
* The snapshot type (Template, Created, Imported, or Marketplace)
Why It Matters
Previously, there was no simple way to determine when a snapshot was loaded into a sub-account, who loaded it, or which version was used. This made troubleshooting, auditing account changes, and understanding account setup history difficult and time-consuming.
With
Sub-account Snapshot History
, all of this information is now available in one place, making it easier to investigate changes and maintain visibility into your account setup.
Benefits
*
Faster troubleshooting:
Quickly identify what was loaded and when without relying on support tickets or team members.
*
Improved accountability:
See exactly who initiated every snapshot load.
*
Greater visibility:
Access the complete snapshot history of any sub-account in just a few clicks.
*
Detailed auditing:
Drill down from the overall history to individual snapshot loads and the exact assets included in each load.
What's Next?
We're continuing to enhance the Snapshot History experience with improvements such as search and filtering capabilities, making it even easier to navigate and audit snapshot activity as your accounts grow.
We're introducing a set of enhancements to the Services payment experience that make checkout more flexible for customers while improving the accuracy of deposit calculations.
✨ What's New
Choose Between Deposit or Full Payment
  • Businesses can now enable a new setting that allows customers to choose how they'd like to pay during checkout.
  • If enabled, for services with a deposit configured, customers will see two payment options:
    Pay Deposit
    and
    Pay Full Amount
  • This option is available only when
    Online Payments
    are enabled and the service has a deposit configured.
  • If this setting is disabled, customers will continue following the existing deposit-only checkout experience.
Improved Support for BNPL
  • Customers who prefer financing their purchase can now choose to pay the
    full service amount
    , allowing supported Buy Now, Pay Later (BNPL) providers to finance the complete booking instead of just the deposit.
  • This creates a smoother checkout experience and gives customers greater flexibility in how they pay.
Smarter Deposit Calculations
  • Percentage-based deposits are now calculated using the
    final payable amount after discounts are applied
    , ensuring customers are only charged a deposit on what they actually owe.
  • If a coupon is added, removed, or changed during checkout, the deposit amount is automatically recalculated in real time.
  • Deposit calculations now also include
    applicable add-ons and taxes
    , based on the configured deposit percentage, providing a more accurate amount due at the time of booking.
  • Flat deposit amounts remain unchanged and continue to work exactly as before.
⚙️ How to Use
  1. Navigate to
    Services → Global Settings → Payment Settings
    .
  2. Set the payment mode to
    Online Payment
    .
  3. Enable
    Allow Deposit or Full Payment Choice
    .
  4. Save your changes.
Once enabled, customers booking services with deposits will be able to choose whether to pay the deposit or the full amount during checkout.
💡 Why This Matters
  • Give customers greater flexibility by letting them choose how they'd like to pay.
  • Better support businesses offering
    Buy Now, Pay Later (BNPL)
    payment methods.
  • Improve transparency by ensuring deposits accurately reflect the final booking value.
image
You can now visually see
pre-buffer
and
post-buffer
times directly in the
Day
and
Week
calendar views. Buffers are displayed as informational blocks, making it easier to understand appointment spacing without affecting scheduling flexibility.
✨ What's New
Before
  • Buffer times were applied behind the scenes but were not visible in the calendar.
  • It was difficult to distinguish between actual appointments and the buffer time surrounding them.
Now
  • Pre-buffer and post-buffer times are displayed in both
    Day
    and
    Week
    views.
  • Buffers are visually distinct from appointments, making your schedule easier to interpret at a glance.
  • Buffer visibility works across all calendar filters, including: Staff/User, Service/Calendar, Category/Group
📍 How to Use It
  1. Go to
    Calendars
    .
  2. Switch to the
    Day
    or
    Week
    view.
  3. Turn on the Show buffer time toggle.
  4. View the highlighted buffer periods before and after appointments across all supported filters.
💡 Why This Matters
  • Gain a clearer view of your schedule at a glance.
  • Easily identify transition time between appointments.
  • Plan your day more effectively while maintaining scheduling flexibility.
  • Better understand buffer allocations without changing how appointments are booked.
image
Overview
HighLevel now lets sub-accounts control whether the "Sign in with Google" option appears on the Client Portal sign-up and login pages. Admins can enable or disable Google Sign-In directly from the Client Portal app permissions — giving businesses the flexibility to align their sign-up experience with their own compliance and data-handling requirements (for example, GDPR and other European regulatory considerations).
✨ Key Highlights
  • Google Sign-In Toggle — Show or hide the Google button on your portal's sign-up and login pages.
  • Managed in App Permissions — Control sits directly with the sub-account admin, no support ticket needed.
  • Compliance flexibility — Remove third-party sign-in to align with regional privacy rules (e.g. GDPR).
🛠️
How to Use It
  • Go to your sub-account → Sites > Client Portal settings.
  • Open App Permissions and scroll to Sign-up & sign-in methods.
  • Toggle Disable Google sign-in & sign-up ON or OFF.
  • Click Save Settings — done!
image
💡
Why This Feature?
  • Previously, Google Sign-In was always on with no way to turn it off — which raised compliance concerns for businesses operating under European (GDPR) data-handling requirements.
  • Now, sub-accounts have full control over which authentication options appear on their portal, so your sign-up experience can match your regulatory and business needs.
📝 Notes
  • When disabled, contacts sign up / log in with email + password only, or by logging in using a secure code.
  • Configured per sub-account via Client Portal app permissions.
Available on the Client Portal Web platform.
Overview
More triggers to help admins respond faster and engage smarter! We've added 4 new Communities triggers to HighLevel Workflows, giving admins even more ways to act on important member activity — automating follow-ups, alerts, moderation flows, and event-based engagement directly from what members do inside groups.
What's New
  1. Group Joining Request Rejected
Trigger a workflow when a member's request to join a group is rejected.
Filters: Group (required)
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  1. Group Post Created
Trigger a workflow when a new post is created in a group.
Filters: Group (required), Channel, Post Title, Post Content
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  1. Group Comment Created
Trigger a workflow when a new comment is added to a group post.
Filters: Group (required), Channel, Post Title, Post Content, Comment Content
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  1. Member Registered for Group Event
Trigger a workflow when a member registers for a group event.
Filters: Group (required), Event Title
image
💡
Why This Feature Matters
More automation possibilities — Turn everyday community activity into instant workflow actions.
Smarter targeting — Use filters like channel, post content, comment content, and event title to trigger workflows only when it matters.
Faster moderation and visibility — Alert the right people, flag key activity, or route updates automatically.
Less manual effort as groups grow — Automate repetitive engagement and follow-up moments at scale.
Stronger Communities + Workflows connection — Posts, comments, event registrations, and membership decisions can now power even more automated journeys.
🛠️
How to Use It
Go to Automation > Workflows in your sub-account.
Create a new workflow or open an existing one.
Click Add New Trigger and search "Community" to find the new triggers.
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Select your trigger, choose the Group (required), and apply any optional filters like Channel, Post Title, Post Content, Comment Content, or Event Title.
Build out your workflow actions and hit Save trigger, then Publish — your automation is live!
You can now build richer customer journeys with RCS messaging
directly inside Workflows
. The new
Send RCS
and
RCS Interactive Message
actions let you automate conversations using the next generation of business messaging.
You can now:
  • Send standard
    RCS messages
    from Workflows
  • Build
    interactive RCS experiences
    with rich cards and buttons
  • Trigger different workflow paths based on customer interactions
  • Automate reminders, promotions, follow-ups, and customer engagement using RCS
  • Build Richer Customer Journeys
Build Richer Customer Journeys
With the new Workflow actions, you can move beyond traditional messaging and create engaging RCS conversations that guide customers through personalized journeys - all from within your existing Workflow automations.
Available in Private Beta
RCS is currently available as part of our
Private Beta
.
If you'd like early access and want to help shape the future of RCS in HighLevel, reach out to your Customer Success Manager or contact the HighLevel team to join the Private Beta.
Also Available in the RCS Private Beta
In addition to Workflow support, Private Beta users can already take advantage of:
  • 1:1 RCS messaging
    from Conversations
  • Bulk RCS messaging
    for customer outreach
  • RCS template creation and management
👷 How to use this feature
  1. Navigate to Automation → Workflows
  2. Create a new Workflow or edit an existing one
  3. Add either the Send RCS or RCS Interactive Message action
  4. Configure your message or interactive experience
  5. Publish your Workflow
💡 Why it matters
  • Automate rich, conversational customer experiences
  • Increase engagement with interactive RCS messages
  • Route contacts based on button selections and responses
  • Deliver a more modern messaging experience directly from Workflows
🚀 What's Next
We're actively expanding our RCS capabilities. Here's what's coming soon:
  • RCS Onboarding Flows
    to simplify sender registration and provisioning programmatically.
  • General Availability (GA)
    of RCS, currently planned for end of Q3 2026, bringing the feature to all eligible HighLevel customers.
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🏷️ Organize & Discover Courses Faster with Course Tags
Finding the right course just got easier! We've introduced
Course Tags
to help creators organize their courses and make it easier for learners to discover relevant content.
What's New?
* 🏷️ Add
Language
,
Difficulty
, and
Topic
tags from
Course Settings
.
* 🔍 Learners can filter the course library using these tags.
* 📚 Tags are displayed directly on course cards for quick identification.
* 🌐 Standardized, predefined tags ensure consistent categorization across all courses.
* 📖 Available across both
All Courses
and
My Courses
library views.
Why You'll Love It
* Help learners quickly find courses that match their language, skill level, and interests.
* Create a cleaner, more organized learning library.
* Categorize courses without relying on custom fields or manual organization.
* Deliver a more polished, catalog-like browsing experience inside the Client Portal.
How to Get Started
  1. Go to
    Memberships → Courses → Settings
    .
  2. Under
    Course Tags
    , choose the appropriate
    Language
    ,
    Difficulty
    , and
    Topic
    .
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  1. Save your course.
  2. Your learners can immediately start using the new filters to discover courses more easily.
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What's next ?
We will soon be coming up with the ability to create tags as well.
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