Changelog

Follow up on the latest improvements and updates.

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Managing service bookings just got a whole lot easier! You can now fully edit
both paid and unpaid service appointments
without needing to cancel and recreate the booking. Whether your customer wants to add another service, change the assigned staff member, update add-ons, or apply a coupon after booking, you can make those changes seamlessly while keeping the booking, order, and payment information in sync.
This has been one of our most requested Services enhancements, and we're excited to finally bring it to you!
✨ What's New
Complete Booking Editing
  • Edit
    both paid and unpaid
    service bookings.
  • Add or remove services from an existing appointment.
  • Add, update, or remove add-ons.
  • Change the assigned staff member.
  • Apply, update, or remove coupons.
  • Update appointment details without recreating the booking.
Automatic Payment Reconciliation
  • Every edit automatically recalculates the booking total.
  • The appointment always reflects the latest payment status, including:
    Additional payment required
    ,
    Fully paid
    and
    Refund due
    .
  • If a refund is due, you can now
    process the refund directly from the appointment modal
    , making it quick and easy to settle payment differences without leaving the booking.
  • If a refund has been initiated but is still being processed,
    editing will be temporarily disabled
    until the refund is completed. During this time, you can still
    reschedule the appointment
    if needed.
  • This ensures payment records remain accurate while preventing conflicts during refund processing.
Smarter Order Management
  • Every service booking continues to be linked to its associated order.
  • When a booking is edited, the
    existing order is updated
    instead of creating a brand-new order.
  • This keeps your order history clean while ensuring payments, services, and booking details always stay in sync.
📱 Mobile App Support
  • Support for editing service bookings on the mobile app is complete and is scheduled to roll out during the
    week of July 20th
    .
⚙️ How to Use
  1. Open an existing
    Service Booking
    .
  2. Click
    Edit
    .
  3. Make any required changes, including:
  • Add or remove services
  • Modify add-ons
  • Change the assigned staff member
  • Apply or remove coupons
  • Update other booking details
  1. Save your changes.
  2. Review the updated payment status to see whether additional payment is required, the booking is fully paid, or a refund is due. If applicable, process the refund directly from the appointment modal.
💡 Why This Matters
  • Edit bookings without canceling and recreating appointments.
  • Easily accommodate customer requests after a booking has been made.
  • Keep payments, orders, and appointment details synchronized automatically.
  • Maintain a single order throughout the booking lifecycle for cleaner records and easier reconciliation.
  • Save staff time while providing a more flexible experience for your customers.
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Summary
We've successfully migrated the Submission Page for Forms, Surveys, and Quizzes to HighRise! 🎉 This enhancement modernizes the underlying architecture, improving maintainability and preparing the platform for future innovations—all while preserving the familiar user experience.
What's New
  1. Migrated the Forms, Surveys, and Quizzes Submission Page to the HighRise framework.
  2. Retained the existing user experience to ensure a seamless transition.
  3. Improved the underlying architecture for better scalability and easier future enhancements.
🔑
Key Highlights
  1. Enhanced platform stability and performance through HighRise migration.
  2. Modernized codebase for simplified maintenance and faster development.
  3. No changes to submission workflows—users can continue submitting Forms, Surveys, and Quizzes as usual.
  4. Establishes a strong foundation for upcoming improvements and feature delivery.
⚙️
How It Works
The submission experience remains unchanged from an end-user perspective. Behind the scenes, the submission page is now powered by the HighRise framework, providing a more robust, scalable, and maintainable implementation.
📝
Notes
  1. No action is required from customers or end users.
  2. Existing functionality and submission flows continue to work as expected.
  3. This enhancement is focused on infrastructure modernization to support future platform growth.
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
Kapture 2026-07-08 at 22
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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.
Screenshot 2026-07-07 at 5
* 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.
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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.
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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!
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💡
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
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💡
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!
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