Changelog
Follow up on the latest improvements andΒ updates.
RSS
improved
Client Portal
Client Portal β Invoice & Estimate Notifications for Contacts π
Contacts can now receive in-app notifications directly inside the Client Portal whenever a new invoice or estimate is issued to them.
This gives clients immediate visibility into important billing activity, helping them review estimates and take action on invoices faster without relying only on email notifications.

β¨ Whatβs New?
π Notifications for New Invoices
- When a new invoice is issued to a contact, a notification automatically appears inside their Client Portal.
- Contacts can select the notification to quickly access the invoice and take the required action.
π Notifications for New Estimates
Contacts are also notified when they receive a new estimate, making it easier to review and respond without having to manually check the Estimates section.

π₯ Stay Updated Inside the Client Portal
Important billing updates now appear directly in the Client Portal notification center, giving contacts another convenient way to stay on top of new invoices and estimates.
β‘ Faster Payments & Approvals
By surfacing billing activity as soon as it happens, contacts can respond to estimates and invoices sooner β helping businesses reduce delays around approvals and payments.
π οΈ How It Works
As a contact:
Log in to the Client Portal.
- When a new invoice or estimate is issued to you, an in-app notification appears automatically.
- Open the Notifications panel.
- Select the relevant notification to navigate to the invoice or estimate.
No setup is required. Notifications are automatically available for contacts using the Client Portal.
π‘ Why This Matters
Invoices and estimates often require timely action, whether that's making a payment, reviewing pricing, or approving an estimate.
Previously, contacts had no in-portal alert when new billing documents became available. With these notifications, clients can immediately see when something needs their attention, creating a smoother billing experience and helping businesses receive faster responses.
π Notes
- Notifications are triggered when a contact receives a new invoice or estimate.
- Notifications are delivered to the relevant contact.
- Currently supported notification channel: In-app Notifications.
new
Client Portal
Appointments in the Client Portal
Clients can now book, view, and manage appointments directly from the Client Portal, giving them one place to manage their schedule without switching to emails, booking links, or other tools.

β¨ Whatβs New?
π
View Appointments in One Place
Clients can see their appointments directly inside the Client Portal with:
- Today, Upcoming, and Past views
- A full calendar view
- Appointment details including date, time, and status

β‘ Book New Appointments
- Clients can book appointments without leaving the portal.
- Their existing contact information is automatically used, making the booking experience faster and reducing repetitive data entry.
- If multiple calendars have been enabled for the Client Portal, clients can select the calendar they want to book with.

π Book Again
After completing an appointment, clients can quickly book another appointment from the portal whenever they need to.

π Reschedule or Cancel Appointments
Eligible appointments can be rescheduled or cancelled directly from the Client Portal, allowing clients to manage schedule changes without contacting the business separately.

ποΈ You Stay in Control
Businesses decide exactly which booking options are available to clients.
You can:
- Enable one or multiple calendars for Client Portal bookings
- Choose which calendars clients can select when booking
- Enable or disable the entire Appointments experience through Client Portal App Permissions
π οΈ How to Enable Appointments
1. Enable Calendars for Client Portal Booking
Navigate to:
Calendars β Calendar Settings β Meetings β Calendars

Open the calendar you want to make available, then navigate to:
Edit Calendar β Booking Channels
Turn on Client Portal booking and click Save changes.

Repeat this for every calendar you want clients to be able to book.
2. Enable the Appointments App
Navigate to:
Memberships β Client Portal β Settings β App Permissions
Enable Appointments and save your settings.

Once enabled, clients will see Appointments inside their Client Portal and can start viewing and booking available appointments.
π‘ Why This Matters
Appointment management is now part of the Client Portal experience, giving clients more control over their schedules while reducing the need for businesses to manually handle booking, rescheduling, and cancellation requests.
π Note:
Appointments are currently available in the new Client Portal UI. 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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π
1 New Website Templates Published
π------------------------------------------------------
Home Services - 1
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π
1 New Funnel Templates Published
π------------------------------------------------------
Marketing Agency - 1
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π
8 New Social Templates Published
π-----------------------------------------------------
Real Estate - 2
Travel & Hospitality - 2
Other - 2
Restaurant and Bar - 2
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π
2 New Facebook Ad Templates Published
π-----------------------------------------------------
Finance - Financial Consultant
Business Coaching & Consulting - Life Coach
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π
5 New Google Ad Templates Published
π-----------------------------------------------------
Beauty & Fashion - Makeup Artist
Automotive - Auto Paint Shop
Travel & Hospitality - Bed And Breakfast Inn
Restaurant & Bar - Beer Brewery
Real Estate - Home Inspection
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π
7 New LinkedIn Ad Templates Published
π-----------------------------------------------------
Finance - Accounting Services
Marketing Agency - Event Promoter
Finance - Investment Management
Marketing Agency - Product Testing
Marketing Agency - Media Production & Editing
Marketing Agency - SEO Consulting
Creative - Interior Design Expert
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π£
1 New Snapshot
π£------------------------------------------------------
Business Coaching & Consulting - Stocks Trading Advisor




















new
Automations
WhatsApp Analytics in the AI Assistant in Workflows
The AI Assistant in Workflows now reports on WhatsApp performance alongside Email and SMS. You can ask about any WhatsApp step in plain language and get delivery and read metrics calculated from live data.

What's New
Delivery and read analytics for WhatsApp steps
The Assistant returns total sends, delivered, failed, and pending counts for any WhatsApp step, along with calculated delivery and failure rates. Read counts among delivered messages and the corresponding read rate are included.
Automatic period-over-period comparison
Specify any time window, such as "last 2 weeks," and the Assistant compares it against the immediately preceding period, showing volume movement and whether delivery is trending up or down.
Insight-led responses
Each answer leads with the headline figures, then identifies what changed, with plain-language observations on volume, delivery versus failure, and read behaviour.
How to Use
- Open the AI Assistant in any workflow.
- Ask for the metrics you need, for example: "fetch the WhatsApp delivery stats for this workflow for the last 2 weeks."
No configuration is required.
Why This Matters
WhatsApp is among the most used actions in Workflows, and its performance data previously sat outside the Assistant's coverage. With this release, Email, SMS, and WhatsApp all resolve through the same conversational interface, so workflow performance can be assessed in one place rather than across separate dashboards and execution logs.
new
E-Commerce Stores
Google Merchant Center Integration for Ecommerce Stores
Whatβs New?
Google Merchant Center is now available as a Marketplace app, allowing merchants to connect their Ecommerce Store to Google Merchant Center and sync eligible
Store Products
for visibility across Google Shopping and other supported Google surfaces.Key capabilities include:
- Connect Google Merchant Center
- Install the app from Marketplace and connect your Google account.
- Select the Google Merchant Center account and Ecommerce Store you want to link.
- If you do not have a Merchant Center account, follow the documentation available within the app to create one and verify your store domain.
- Automatic Store Product Sync
- Only eligible Store Products assigned to the connected Ecommerce Storeare synced. Products from other stores or products not assigned to the connected store will not be synced.
- One-time payment products and digital productsare supported.
- Supported updates to product information, pricing, inventory, images, and variants continue syncing automatically after setup.
- Merchant Center Data Source
- A data source named "leadconnector"is created using the country and language configured for the shipping origin.
- Deleting this data source removes the synced products. A new data source can be created using Force Sync.
- Errors & Product Issues
- Relevant errors and warnings are shown during and after linking to help merchants resolve issues that may affect product approval.
- Google reviews submitted products and determines their approval and eligibility.
- Multiple Store Connections
- Multiple Store-to-Merchant Center mappings are supported.
- Once a Store or Merchant Center account is linked, it cannot be used in another mapping until the existing connection is removed.
How to Use It?
- Open Marketplaceand install theGoogle Merchant Centerapp.
- Connect your Google account and select your Merchant Center account.
- Select the Ecommerce Store you want to connect.
- Complete the setup to start syncing eligible Store Products assigned to that store.
- Review sync status, errors, or warnings and use Force Sync when a manual refresh is required.
Key Points to Note:
- Only eligible Store Products assigned to the connected Ecommerce Store are synced.
- One-time payment products and digital products are supported.
- A valid connected store domain is required for synchronization.
- Google controls product review and approval after products are submitted.
- The integration syncs products with Merchant Center but does not create or manage Google Ads campaigns.
Images:






improved
Client Portal
Client Portal β Graceful OTP Fallback for Expired Magic Links
Expired Client Portal magic links no longer lead contacts to a dead end. Contacts are now automatically redirected to the OTP login flow, making it easier to regain access without requesting or regenerating a new magic link.
Whatβs New?
π
Automatic Fallback for Expired Magic Links
When a contact opens an expired Client Portal magic link, they are automatically taken to the OTP verification screen instead of seeing an error or needing to regenerate the link.
π
OTP Verification with Masked Email
An OTP is automatically sent to the contactβs email address. For added privacy, the email address is masked on the verification screen.
π₯
Easier Account Recovery
Contacts can now recover access independently after a magic link expires, reducing login friction and support requests related to expired links.
How It Works
- A contact clicks an expired Client Portal magic link.
- They are automatically redirected to the OTP verification screen.
- An OTP is sent to their email address.
- The contact enters the OTP to complete login and access their account.
No setup is required. The fallback is automatically enabled for Client Portal magic link authentication.
Why This Matters
Magic links expire for security reasons, but expired links previously created unnecessary friction for contacts trying to access the Client Portal. With automatic OTP fallback, contacts can securely self-recover access without needing a new link from an admin.
Notes
- Applies to Client Portal magic links using auth-v2.
- Expired magic links automatically fall back to OTP-based authentication.
- Contact email addresses are masked on the OTP verification screen for privacy.
new
Courses
π’ Course Announcements
Keeping learners informed just got easier! Course creators can now share important updates directly within their courses using
Course Announcements
.β¨ Whatβs New?
*
Create & manage announcements
β Create, edit, clone, and delete announcements directly from the Courses admin.*
Rich content support
β Add formatted text, images, and links to make announcements more engaging.*
Flexible targeting
β Share announcements with learners from specific courses or across all courses.*
Optional email notifications
β Send announcements directly to course members via email when needed.*
In-app visibility
β Learners can discover new announcements through banners and unread indicators.*
Dedicated announcement experience
β Learners can view all announcements and open individual updates without leaving their learning experience.π― Why It Matters
Course updates no longer need to rely solely on external email campaigns. Announcements give creators a
central place to communicate launches, updates, reminders, and important notices
while reaching learners where they're already studying.This helps creators keep their audience informed and gives learners a simple way to stay up to date without disrupting their learning experience.
π Getting Started
- Navigate to Courses β Announcements.

- Click to create a new announcement.

- Add a title and rich content, then select the courses or learners you want to target.
- Enable email notificationsif you'd also like course members to receive the announcement via email.
- Publish your announcement.


Once published, learners can discover new announcements through the
announcement banner, unread indicator, announcements list, and announcement detail page
.Overview
Weβre making it easier to view and interact with contact details without losing your place. With the new
contact overlay
, clicking a contactβs name from the opportunities (contact name or conversation icon)
or appointments
page now opens the contact within the same page instead of automatically redirecting you to the contact details page. This gives you quick access to contact information and conversations while keeping your current workflow in context.

What has changed
Previously, clicking a contactβs name from opportunities or appointments redirected you to the contact details page. You can now choose how you want to view the contact:

*
Single-column view:
Opens the left panel of the contact details page alongside conversations and other right-panel features.
*
Two-column view:
Opens an expanded view with the contact details panel and an extended Conversations view.
*
Go directly to the Contact details page:
If you prefer the existing experience, you can continue opening the full contact details page directly.
If you open the full contact details page from the overlay, you can also navigate back to the page you were previously working on, helping you continue where you left off. A separate icon is available for users who want to skip the overlay and open the Contact details page directly.

](Insert YouTube/Wistia/Loom/Vimeo video URL here)
The overlay also respects your
contact details page customizations
. If your contact details page has been customized, those same customizations will appear in the overlay, providing a consistent experience across both views.Why it matters
Managing opportunities and appointments often requires quickly checking contact information or reviewing a conversation. Previously, doing so meant navigating away from the page you were working on and then finding your way back.
The contact overlay reduces this unnecessary navigation by bringing contact details and conversations directly into your existing workflow. This means fewer page changes, better context retention, and faster access to the information you need.
Next steps
The contact overlay is currently available for
opportunities and appointments
. We plan to gradually extend this experience to additional areas where contact names appear, making it easier to access contact information without leaving your current workflow.Moving from HubSpot to HighLevel just got easier.
With the new HubSpot Importer, you can connect your HubSpot account and migrate important CRM data directly into HighLevelβwithout relying on manual CSV exports.
π Whatβs New?
You can now import:
- Contacts
- Deals as Opportunities
- Companies
- Contact, Company and Deal properties as Custom Fields
- Pipelines and stages
- Notes
- Emails
- Tasks
- Supported associations


π· How It Works
- Go to Contacts, Companies, or Opportunities
- Click on "Import"

- Choose Connect HubSpot
- Sign in to your HubSpot account
- Select the objects and data you want to import
- Review record counts and choose specific properties if needed

- Click Confirm and start import
Your import will continue running in the background, so you can leave the page and return later.
π Review Import Results
The Import History table lets you track progress and review completed imports.
After an import, you can:
- View successful, skipped, failed, and warning totals
- Review results by object or individual record

- Filter records by object and status

- See clear error messages

- Download results as a CSV for further review
β Why It Matters
- Migrate your CRM data faster
- Preserve supported pipelines and stages
- Bring over important custom fields and activity
- Choose exactly what you want to import
- Quickly identify and resolve import errors
- Reduce the manual work required when moving from HubSpot
π Notes
- Existing matching records are not overwritten.
- Imported HubSpot emails are read-only.
- Deals require associated contacts to be imported as Opportunities.
- We recommend testing your import in a new or non-production sub-account first.
new
improved
Reputation
π New Review Received Trigger Now Supports All Integrated Review Platforms
β¨ Overview
The β
New Review Received
β workflow trigger now supports reviews from all review platforms integrated with the account.Previously, the trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be triggered by reviews received from platforms such as Trustpilot, Yelp, TripAdvisor, and other supported review sources.
π― Use Case
Businesses often collect reviews across multiple platforms, not just Google and Facebook.
Until now, reviews coming from other integrated platforms could not trigger workflow automation. This meant teams had to manually monitor those sources and were limited in how they could respond to new reviews.
With this enhancement, you can now automatically:
- π Notify team members when a new review is received
- π€ Trigger automated review follow-ups or responses
- π Route reviews internally based on workflow logic
- β‘ Take immediate action when a new review comes in
π Whatβs New
- π Support for all integrated review platforms: The trigger source list now includes every supported review platform connected to the account, instead of being limited to Google and Facebook.
- βοΈ Automate actions across more review sources: Build workflows that respond to reviews regardless of which connected platform they come from.
- β No impact on existing workflows: Existing workflows using Google or Facebook review triggers will continue to work exactly as they do today.


π‘ Why This Matters
- Broader automation coverage across your entire review ecosystem
- Less manual monitoring of third-party review platforms
- Faster and more consistent follow-up, regardless of where customers leave reviews
- More value from your existing review integrations by connecting them directly to workflow automation
One trigger. Every connected review platform. More ways to automate your reputation management.
Reach out to us directly at reputation@gohighlevel.com to drop your feedback.
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