Changelog
Follow up on the latest improvements and updates.
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new
Ad Manager
Ad Manager: Opportunity Score for Meta Campaigns
🚀 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?
- Pre-publish Opportunity Score for Meta campaigns- Users will now see anOpportunity Score on the campaign Review screenbefore publishing a Meta ad campaign.
- Shows a campaign readiness score before launch.
- Displays a percentage score with a status such as Low,Medium, orHigh.
- Helps users quickly understand whether their campaign setup needs attention before publishing.
- 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.
- 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.
- 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.
👨💻 How to Use?
- Create or edit a Meta campaignin Ad Manager.
- Complete the campaign setup.
- Go to the Reviewscreen before publishing.
- Check the Opportunity Score.
- Open the score panel to review suggested improvements.
- Click a recommendation to navigate to the relevant setup area.
- 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 ScoreusingMeta-sourced recommendations.
- Potential expansion to other platforms like Google and LinkedIn with separate scoring models for each.
📝 Notes
- Opportunity Score is currently available for Meta campaigns only.
- The score is shown before publishing on the Review screen.
- Opportunity Score is a guidance tool and does not guarantee campaign performance.
- Recommendations do not make automatic changes. Users choose which updates to apply.
🧭 Overview
You can now send
SMS notifications for rental bookings
— 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.🚀 What’s New?
✅ SMS Support for Key Event Types
You can now send SMS notifications for all Rental booking events — booking unconfirmed, booked, canceled, rescheduled, reminder, and follow-up.
✅ Customizable Recipient Options
Choose who receives each SMS: the contact or the business. This gives you control over who gets what message.
✅ Per-Recipient Templates
Set different WhatsApp templates for Contacts vs. Business, giving you more control over how each party is notified.
✅ 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.
✅ 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
- Navigate to Calendar Settings > Rentals > Global settings > Notifications
- Edita notification type >SMS tab> Enable theSMS toggle
- Choose your recipients(Contact, Business)
- Select the SMS templateto use
- Send a testSMS to verify content
- Saveyour settings — 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
🧭 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 — ensuring your messages are seen and acted on.🚀 What’s New?
✅ WhatsApp Support for Rental Notifications
WhatsApp can now be used for all event types — Unconfirmed, Booked, Canceled, Rescheduled, Reminder, and Follow-up. You can toggle it on per notification.
✅ Recipient Configuration Options
You can choose to send WhatsApp messages to Contacts or Business. This lets you tailor who gets notified and how.
✅ Per-Recipient Templates
Set different WhatsApp templates for Contacts vs. Business, giving you more control over how each party is notified.
✅ 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.
✅ 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
- Go to Calendar Settings > Rentals > Global settings > Notifications
- Under each notification type, toggle ON WhatsApp
- Choose the recipients
- Selector create an approved WhatsApptemplate
- Use Send test WhatsApp notification to validate message content
- Saveyour configuration — 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
new
improved
Prospecting
Prospecting: Smarter CRM contact creation & contact enrichment
We've significantly improved how Prospecting creates and enriches contacts inside your CRM.
Prospects are no longer just added as basic business records—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
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 contacts—or don't?
You now have full control.
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.
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:
new
improved
Calendar
Rentals is Now Live for Everyone!
🧭 Overview
We're excited to announce that
Rentals is now live for everyone!
🎉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 — 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.
🚀 What’s New?
✅ 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
✅ 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
✅ 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
✅ 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.
✅ Multi-Item Bookings
Customers can book multiple rental listings in a single checkout — perfect for bundles, event setups, or combined equipment rentals.
✅ 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.
✅ 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
✅ 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.
⚙️ 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:
- Go to Agency View > Subaccounts
- Select location(s)to enable/disable Rentals for
- Click on Setup Calendars
- Togglethe Rentals moduleOnorOff
Start Using Rentals
Once enabled:
- Navigate to Calendars → Calendar Settings → 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 Viewor theRentals 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
new
E-Commerce Stores
Two-Step Checkout for Ecommerce Stores
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.
- Checkout Type Selection
- New Checkout Type setting available for the Checkout element.
- Options include: One-Step Checkout, Two-Step Checkout
- Two-Step Checkout Flow
- Step 1: First Name, Last Name, Email, and Phone Number, Shipping
- Step 2: Billing, payment, order review, and place order
- Default Behavior
- One-Step Checkout remains the default.
- Existing checkout pages will continue to work as they do today.
How to Use It?
- Open the Store Builder and edit the Checkout Page.
- Select the Checkout element.
- Go to Form Options in the settings panel.
- Choose One-Step Checkout or Two-Step Checkout.
- 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.
Images:
new
Mobile App
Contacts
Contacts just got faster and clearer - Mobile App
Contacts on mobile now faster to navigate, consistent design, and easier to manage.
What's Updated
- Contact list - New header, search, smart list picker, swipe actions, and refreshed empty states
- Contact card - Redesigned profile card with avatar, owner, followers, and tags in one scannable layout
- Profile header - Edit button front and center (one tap) plus a menu for Share, Do Not Disturb, and Delete
- Details tab - Search within fields and folders; filters to show all, hide empty, or show only empty; inline editing
- Folder structure - Expandable folders with tap-to-edit on any field, search highlighting, and copy/map actions
- Contact tabs - Activity, Tasks, Notes, Appointments, Payments, Docs & Files, and Opportunities all updated; Tasks and Opportunities show counts on tabs
- Create & edit - Refreshed forms, tag editor, Do Not Disturb settings, automations, and profile photo options
- List interactions - Swipe for Call, Message, Share, Delete, and More (copy name, email, phone, address, or all details)
How this helps you
- Edit is one tap away - no more digging through menus
- Swipe to act from the list - Call, message, share, or copy without extra steps
- See what needs attention - Task and Opportunity counts on tabs show what's pending
- Find fields faster - Search within a contact and filter to show or hide empty values
- Copy and map without friction - Tap fields to copy; open addresses in Maps
- Folders flow into editing - Expand and edit custom fields without losing context
- Profile photo on your terms - Add, update, or remove from camera or gallery
- Everything matches the app - List, profile, edit flows, and tabs all use the same design
How to Get Started
Open Contacts, browse or search, swipe left for quick actions, tap a contact to view the profile, and use the Edit button in the header. Tap any field under Details to edit inline, use the menu for additional options, and customize what you see with search and filters.
🛠️ What's Next
Contact customization:
will now be respected soon on the mobile app, which respects the fields you want to hide and order to tabs shown - once set up on web will flow seamlessly on mobile app too.Available now on iOS and Android.
Roll-out & Availability
| Available Version | 4.19.1 (build 833) |
| Status | Public |
| HighLevel | ✅ |
| LeadConnector | ✅ |
| WL App | ✅ |
| Platforms | iOS & Android |
💬 We Want to Hear From You!
Speak with us: https://speakwith.us/nikhilsatish
PM email: nikhil.siddasamudra@gohighlevel.com
new
improved
Client Portal
Workflow Trigger for file uploads via Client Portal
Overview:
Summary of the Release
HighLevel now supports a new workflow trigger, Client Portal File Uploaded, allowing businesses to automatically initiate workflows whenever a contact uploads a document through the Client Portal Shared Documents experience.
What's New? / Key Features / Benefits
New Workflow Trigger: Client Portal File Uploaded
Automatically trigger workflows when a contact uploads a file through the Client Portal Shared Documents experience.
How to Use?
- Navigate to Automation → Workflows.
- Create a new workflow or edit an existing workflow.
- Add the trigger Client Portal File Uploaded.
- Configure the workflow actions as relevant.
- Publish the workflow.
How to share a file with a client through Client Portal
- Navigate to a specific contact.
- Click the Files icon from the right-side navigation panel.
- Upload a file.
- Select the Upload to Client Portal checkbox.
- Save the file.
- The file will become available to the contact within their Client Portal.
-
How to upload a file as a Client Portal user
- Log in to the Client Portal.
- Navigate to the Shared Documents section.
- Click Share File.
- Upload a single file or multiple files (up to 10 files at a time).
- Submit the files.
Multiple file types are supported. Once uploaded, the Client Portal File Uploaded workflow trigger will fire automatically.
This feature closes that automation gap by enabling businesses to:
- Eliminate manual monitoring of uploaded documents
- Reduce operational delays
- Improve compliance and review processes
- Ensure no important uploads are missed
- Create seamless document-driven customer journeys
- Accelerate onboarding and approval workflows
new
Certificates
Multiple download formats for Certificates & Badges
You can now download your Certificates and Badges in the format that best fits your needs.
🚀 What's New?
📥 Multiple download formats
- PDF for professional printing and high-quality documents
- PNG for high-quality images with transparency
- JPG for email, websites, and social media sharing
🏅
Available for both Certificates & Badges
- Download options are now supported across both credential types for a consistent experience.
✅ Why It Matters?
- Print certificates in a professional format
- Share credentials more easily across different platforms
- Choose the format that best suits your workflow
- Gives creators and learners greater flexibility when using their credentials
More enhancements to the credential experience are coming soon 🚀
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
🚀------------------------------------------------------
Medical - 1
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🚀
1 New Form Templates Published
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Home Services - 1
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🚀
8 New Social Templates Published
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Home Services - 2
Financial - 2
Health & Wellness - 2
Business Coaching and Consulting - 2
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🚀
2 New Facebook Ad Templates Published
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Restaurant and Bar - Steak Restaurant
Travel & Hospitality - Bed & Breakfast
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🚀
5 New Google Ad Templates Published
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Other - Feed the Hungry Charity
Medical - In-Home Health Care
Marketing Agency - Visual Advertising Agency
Legal - Real Estate Law
Insurance - International Travel Insurance
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🚀
5 New LinkedIn Ad Templates Published
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Marketing Agency - SaaS Company
Real Estate - Real Estate Agent
Real Estate - Property Management
Marketing Agency - CRM Software
Business Coaching & Consulting - IT Advising
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📣
1 New Snapshot
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Other - Phone Repair Shop
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