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

Automatically trigger workflows when a contact uploads a file through the Client Portal Shared Documents experience.

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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:

📥 Multiple download formats

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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.

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Medical - 1

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Home Services - 1

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Home Services - 2

Financial - 2

Health & Wellness - 2

Business Coaching and Consulting - 2

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Restaurant and Bar - Steak Restaurant

Travel & Hospitality - Bed & Breakfast

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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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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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Other - Phone Repair Shop

A quick recap — the White-Label Desktop App lets agencies build, brand, and ship their very own desktop application to their customers across macOS, Windows, and Linux.

But building the app was only half the story. The missing piece? Getting it into the hands of the people who actually use it — the sub-account users.

That’s exactly what this release solves. Introducing the White-Label Desktop App Download Banner!

This closes the loop on the White-Label Desktop App journey: agencies build it, flip one toggle, and their users start downloading. :repeat:

Here’s the part we love :heart: — when an end user opens the download banner, the hero section automatically reflects the operating system they’re currently on. A Mac user sees the macOS app front and center; a Windows user sees Windows; a Linux user sees Linux.

The remaining platforms are still available right below as secondary options, so nobody is ever boxed in:

• macOS

• Windows

• Linux

Phase 1: Users Password Compliance Enforced Across All Entry Points

As part of our ongoing commitment to strengthening platform security and maintaining compliance with updated security requirements, we have begun rolling out enhanced password security standards across the platform.

Password complexity validations are now live across all key entry points on the platform. Users will be required to set passwords that meet the following requirements:

This has been enforced across the following flows. Image reference have been provided for more clarity.

Effective 4th June 2026, this applies to all new users and any existing users who change their password.

We've updated the invoice list in sub-account billing to make it significantly easier to understand your charges at a glance.

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The invoice list now shows product names instead of raw invoice codes in the Products column. For invoices with multiple items, you'll see the first product name and a count of additional items — hover over it to see the full list.

The old Invoice ID column has been removed. In its place, a Transaction ID is shown (truncated for readability) with a one-click copy icon so you can grab the full ID whenever you need it.

Clicking "View" on an invoice now opens a detail panel instead of immediately downloading a PDF. From there you can review the amount, payment method, status, and line items — then choose to View in Stripe or Download Invoice on your own terms.

Invoices and products that come from outside the HighLevel platform are now clearly labeled "External", so you can immediately tell the difference between your platform subscription and any third-party charges.

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These updates reduce guesswork when reviewing your billing history. You can now identify charges instantly, review invoices without unintended downloads, and clearly see where each charge originates.

You can now customise the label on your Payment Link's checkout button — go beyond "Pay," "Book," or "Donate" with any text that fits your brand and offer. No code, no workarounds — just type it in and publish.

Your payment link is the last thing a customer sees before they commit. But until now, you were stuck choosing from three generic button labels — Pay, Book, or Donate. If your offer is a subscription, a registration, a membership, or anything in between, those labels just didn't fit. A mismatched CTA creates friction, and friction costs conversions.

The Payment Link builder now includes a custom button text field under Advanced Options. Pick one of the default labels — or type in any label up to 50 characters. Your custom text appears instantly on the checkout preview, so you know exactly what your customers will see before you share the link.

25th of June, 2026

You can now choose to receive inbound calls only during your working hours. Turn on "Only ring during working hours" from your profile, pick the schedule that defines your availability, and any inbound call that arrives outside those hours will skip you automatically and go to the phone number's existing backup.

The setting is off by default, so nothing changes until you turn it on. During your working hours, calls ring you exactly as they do today.

: the schedule that powers this feature supports date-specific hours, which override your normal weekly hours for a single date. Add a date-specific day with no hours to take yourself off inbound calls for a holiday or a day off, without touching your regular weekly schedule.

For admins, control who can change this: this setting is tied to the "Manage calendars" permission. If you do not want a staff member changing their own call availability, remove the "Manage calendars" permission from their role under Settings > My Staff > Roles and Permissions. When that permission is off, the "Inbound call routing" card cannot be used for that user and any attempt to change the setting is blocked. This lets you keep control of after-hours call routing for your team.

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Agency owners often create Email AI templates on behalf of their clients. However, if Email AI was disabled for a location, agency users couldn't access it there. This forced them to create templates in a few enabled locations and manually share them across other locations, resulting in extra effort and duplication.

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We have just added one more language to our Custom Code Action. Now you can change the language from the dropdown by selecting Python.

This enhances the already powerful action and opens up new avenues.