Changelog
Follow up on the latest improvements and updates.
RSS
improved
Automations
SMS Action: Test SMS Now with a Country Picker and enhanced UI
What's new?
The test phone number field in the Send SMS action now uses the standard phone input with a country flag picker, the same one you see elsewhere in the app. Type your number the way you dial it and the test sends. The old "please add country codes" hint is gone, and the error text is now just "Invalid phone number".
How it works
The picker sits in front of the field and defaults to your sub-account's country. Whatever flag is selected, the number is saved in full international format before the test goes out, so the country is always known. Click the flag to open the list and search by country name or dialing code to switch it.
How to use it
- Open the Send SMS action in your workflow and scroll to Test Phone Number.
- Leave the flag on your sub-account's country, or click it and pick another.
- Type the number in local format and click Send test SMS.
Why we built it
Most people type their own number the way they dial it, without a country code. That failed every time and gave an error that read like the number itself was wrong, so a quick test turned into a guessing game about formatting.
Simple examples
An agency on an India sub-account types 9089786755 to test a reminder SMS. The picker already shows the India flag, so the test sends to +919089786755.
The same agency wants to check the copy on a US client's number. They switch the flag to US, type 4088613552, and the test sends to +14088613552.
Preview


new
Certificates
Certificate AI Beta is now live
Creating a certificate can now start with a simple prompt. Certificate AI Beta turns your requirements into a complete, editable certificate design in minutes.
🚀 What’s new?
- ✨ Generate with AI: Describe the certificate you want and let AI create the design for you.
- 💬 Guided creation: AI asks relevant questions, such as certificate orientation, to understand your requirements.
- 🎨 Complete designs: AI can use text, frames, signatures, QR codes, and other Certificate Builder elements to bring your certificate together.
- ✏️ Fully editable: Continue customizing your AI-generated certificate directly in the Certificate Builder.
- ⚡ Quick prompts: Start quickly with ideas for course completions, milestones, event participation, training, and more.
📍 How to access
- Go to →Memberships→Credentialsand describe the certificate you want to create.
Certificate AI is currently in Beta, and we’ll continue improving the experience based on your feedback. 🚀


🧭 Overview
The
Date Range
setting now has a smarter counting mode across Calendars, Services, and Rentals. A new Count available days only toggle lets businesses ensure their booking window reflects real working days — not calendar days that include weekends or days they're closed.🚀 What's New?
✅ Count Available Days Only Toggle
- A new toggle — Count available days only— now appears directly below the Date Range setting. When enabled, the system skips days outside your availability schedule when counting the date range. A business closed on weekends with a 2-day range no longer shows a blank calendar on Fridays — the window extends to Monday and Tuesday instead.
✅ Smarter Interaction with Minimum Scheduling Notice
- When the toggle is on, the date range starts counting from the first available day after the minimum scheduling notice period ends. Bookers always see the full number of days configured — even when notice rules push the window forward.
✅ Works Across All Calendar Types
- The toggle is available on Meeting Calendars, Services, and Rentals.
- Round robin and collective calendars are supported — a day counts as available if at least one assigned team member has availability on that day.
- Date-specific hour overrides are also respected: days added via date-specific hours count toward the window, and days blocked via date-specific hours are skipped.
🧩 How to Use It
- Go to Calendars → Calendar Settingsand clickediton the calendar you want to update.
- For Services, navigate toServices → Global Settings → Service Settings.
- For Rentals, edit alistingand go toBooking Settings.
- Find the Date rangesetting.
- Toggle on Count available days onlydirectly below the Date Range input.
- Save changes.
🎯 Why This Matters
- Businesses closed on weekends or operating on custom schedules (Mon/Wed/Fri, Tue/Thu, etc.) no longer see their booking window silently consumed by days they don't work.
- Bookers visiting on a Friday no longer see a blank calendar — they see the next actual working days available.
- The fix works for any schedule configuration, not just standard Mon–Fri businesses — making it genuinely useful for salons, clinics, field service teams, and any business with a non-standard week.
- Minimum scheduling notice and date range now work together predictably — notice clears the required lead time, and the date range fills in the correct number of working days after that.
- Reduces customer confusion and support tickets caused by booking widgets appearing empty when availability genuinely exists in the following week.



improved
Snapshot
🔐 Reuse Protected Snapshot Assets Within Your Agency
Protected snapshot assets are now more flexible to work with. You can reuse protected assets freely within your own agency while the original creator's protection remains intact when content is shared outside the agency.
✨ What’s New?
Reuse protected assets within your agency
— Use imported protected assets across your own sub-accounts and build new snapshots with them without restrictions.Protection applies outside your agency
— Protected assets still cannot be shared or resold to another agency.Share snapshots containing mixed assets
— When a snapshot contains both protected and non-protected assets, eligible assets can still be shared while protected ones are excluded.Know what’s protected before sharing
— Easily identify which assets in a snapshot are protected before attempting to share it.Protection stays with the asset
— Whether an asset is imported, reused in another snapshot, or loaded into another sub-account, its protection status is preserved.🎯 Why It Matters
Previously, protected assets remained restricted even within the agency that imported them. This meant that once a protected asset became part of a snapshot, that snapshot could hit a dead end — even when it was only being reused internally.
Now, protection is enforced where it matters: at the agency boundary. You can freely build and reuse protected assets within your agency, while sharing them outside your agency remains restricted.





🚀 What You’ll Benefit From
More flexibility
— Reuse imported assets across your agency without unnecessary restrictions.No more snapshot dead ends
— Continue building snapshots even when they contain protected assets.Creator protection remains intact
— Protected assets still can't be redistributed to other agencies.Greater transparency
— Know exactly which assets are protected before sharing a snapshot.new
Forms
Surveys
Quizzes
Schedule Availability with Custom Open & Expiry Experiences - Form, Survey & Quiz
Forms, Surveys, and Quizzes are often used for time-sensitive campaigns like event registrations, flash sales, webinars, contests, and limited-time offers—but until now, they remained available indefinitely unless manually removed or restricted.
With
Scheduling
, you can now control exactly when a Form, Survey, or Quiz starts and stops accepting submissions. You can also decide what visitors see before it opens or after it expires, giving you full control over the experience without having to manually manage availability.🚀
What's New
A new Schedule visibility setting is now available in:
- Forms
- Surveys
- Quizzes
Once enabled, you can configure:
- When it should open
- When it should close
- The time zone used for the schedule
- What visitors see before it opens
- What visitors see after it closes
- Whether visitors should see a custom page or be redirected to another URL
✨
Key Highlights
- Schedule when Forms, Surveys, and Quizzes go live- publish them in advance and choose exactly when they should start accepting responses.
- Automatically expire them- stop new submissions once your campaign, promotion, quiz, or registration window ends.
- Flexible scheduling- choose Right away or a specific date for opening, and Never or a specific date for closing.
- Time zone support- configure the time zone used for both opening and closing schedules.
- Custom pre-launch experience- show a tailored message before the scheduled opening time.
- Custom expired experience- decide what visitors see once submissions are closed.
- Redirect visitors- send visitors to another URL instead of showing a custom page.
- Rich content customization- design the message shown outside the active submission window.
- Preview the experience- see how the configured unavailable page will appear to visitors.
- No more manual disabling- scheduled closing automatically prevents submissions after the deadline.
- Existing Forms, Surveys, and Quizzes continue to work exactly as before when scheduling is not enabled.
⚙️
How It Works
- Open your Form, Survey, or Quiz and navigate to its settings.
- Enable Schedule visibility.
- Configure when it should open: Right away, orPick a date
- Configure when it should close: Never, orPick a date
- Select the appropriate time zone.
- Configure what visitors should see outside the active window.

- Choose either:
- Show a page to display a customized message, or
- Open a link to redirect visitors to another URL.

- At the configured opening time, it automatically starts accepting responses.
- At the closing time, new submissions are automatically blocked and visitors see the experience you configured.

🎯
Use Cases
- Event Registrations: Automatically close registration once the event or webinar deadline has passed.
- Flash Sales & Limited-Time Offers: Keep a Form or Survey available only during a promotion window and automatically close it afterward.
- Webinars & Campaign Launches: Publish ahead of time while showing a custom “Registration opens soon” experience until launch.
- Quizzes & Contests: Set a fixed participation window so entries stop automatically once the campaign ends.
- Post-Campaign Traffic: Redirect visitors to another offer, waitlist, landing page, or upcoming event after the original experience expires.
- Coupon & Promotional Campaigns: Prevent submissions after a promotion deadline without relying on someone to manually disable the experience.
💡
Why This Matters
Previously, once a Form, Survey, or Quiz was published, it could remain available for submissions indefinitely. For agencies running time-sensitive campaigns, this could result in registrations, leads, quiz entries, or orders continuing to arrive after a campaign had already ended.
Scheduling removes that manual work by automatically controlling availability while still giving agencies complete control over what visitors experience before and after the active window.
As customers have highlighted:
"Clients distributing coupons with automatic expiration preventing post-deadline usage." — Dave Mears
"Critical for agencies and evergreen webinar funnels. Needs: expiring funnel pages based on registration time." — Linn Kloster
Forms, Surveys, and Quizzes can now follow the lifecycle of your campaigns—open when you're ready, close when the deadline arrives, and guide visitors to the right experience at every stage.
We've updated how WhatsApp messaging limits appear in your sub-account to match Meta's new model. Meta moved messaging limits from a per-phone-number basis to a business portfolio (WABA) basis, so all numbers under a portfolio now share one daily limit. HighLevel now shows that single shared limit accurately, instead of implying each number has its own quota.
> 🚨 Under Meta's model, one high-volume number can consume your entire portfolio's daily capacity. You now see the one number that actually governs what your business can send today.

📊 What changed on Meta's side
(effective Oct 7, 2025)Meta's messaging limit is the maximum number of unique WhatsApp user phone numbers you can deliver to, outside the 24-hour customer service window, in a rolling 24-hour period. As of Oct 7, 2025, that limit is calculated and set at the
portfolio level
and shared across every phone number in the portfolio.🪜 The tier ladder changed

- New entry point above the starting limit:2,000 replaces 1,000 as the first step up from the 250 starting limit, and it is the on-ramp to automatic scaling.
- How you reach 2,000:Complete a scaling path, either verify your business, have your partner verify it, or send 2,000 delivered messages to unique recipients over a rolling 30-day period using high-quality templates.
- Above 2,000 is automatic:Increases to 10,000, then 100,000, then Unlimited happen on their own if you keep quality high across all your numbers and templates, and use at least 50% of your current limit over 7 days.
- Faster re-evaluation:Meta reassesses roughly every 6 hours, down from 24.
- No more quality-based downgrade:The "Flagged" number-quality state is gone. Low quality now gates scaling up, rather than knocking your limit down.
- No warm-up for new numbers:A new phone number instantly inherits the portfolio's current limit. On cutover, existing portfolios kept the highest limit among their numbers.
🛠️ What we changed in HighLevel
📇 A portfolio-level messaging limits panel
- See the real shared limit:A new messaging limits panel under WhatsApp Settings shows the true portfolio-level limit that governs all your numbers.

🧹 Removed the misleading per-number column
- No more false impression of separate quotas:We removed the messaging limit column from the individual Phone Numbers view, because under the new model each number does not have its own limit.
💬 Clearer context
- Tooltip:A tooltip explains that the limit is shared across the portfolio and that a single number can consume the full quota.
🌍 Localized
- 13 languages:The new panel is fully localized.
📍 Where to find it
- Go to your sub-account.
- Open WhatsApp Settings.
- Select Messaging Limits.
Why this matters
Before this change, the limit shown under each number suggested every number had its own daily quota. It did not, and under Meta's portfolio model that gap matters more: a single high-volume number can burn the whole portfolio's capacity, which is exactly the situation that leads to unexpected send failures once the shared limit is hit. HighLevel now shows one accurate view of what your business can actually send today, so you can plan volume against the real ceiling instead of a per-number illusion.
Resources
You can now trigger workflows for multiple
Company or Custom Object records at once
, directly from the list view.What's New?
* Select multiple Company or Custom Object records and trigger an automation in bulk
* Choose the workflow you want to run without updating records individually
* Track progress and review record-level results from
Bulk Actions
Why This Matters
Sometimes you need an automation to run for records that already exist, without waiting for a new workflow trigger.
With this update, you can quickly process a selected group of records for use cases such as:
* Running onboarding or follow-up workflows for Companies
* Triggering renewal automation for Policies or Subscriptions
* Processing imported Custom Object records
* Running one-time operational workflows on selected records
How to Use
- Open Companiesor aCustom Object
- Select the records you want to process
- Click Trigger Automation
- Select the workflow
- Confirm the action
You can monitor the results from
Bulk Actions
.improved
fixed
App Marketplace
App approval flow enhancements and bug fixes
We’ve enhanced Marketplace App Access controls to give agencies more flexibility over which apps their sub-accounts can access, while also addressing gaps in the existing approval system.
Agencies can now choose to show only approved apps to sub-accounts and manage approvals for all Marketplace apps from a single view.
As part of this update, we’ve replaced the previous auto-approve new apps setting with a simpler control: agencies can either allow all Marketplace apps or restrict their sub-accounts to approved apps only.
How it works
A new “Show only approved apps to sub-accounts” toggle is available under Manage App Access.
- When disabled (default), all Marketplace apps are available to sub-accounts.
- When enabled, only apps explicitly approved by the agency are available to sub-accounts.
- Agencies can review all apps and their current approval status from a single view.
- Apps can be approved or disapproved directly from the app list.
- Search and filters make it easier to find and manage specific apps.
The page has also been revamped using Highrise components for a more consistent Marketplace experience.
How to use it
- Go to App Marketplace → Settings → Manage App Access.
- Enable Show only approved apps to sub-accounts if you want to restrict app access.
- Review the Marketplace app list and its current approval statuses.
- Use Approve or Disapprove to control which apps your sub-accounts can access.
- Use search and filters to quickly find specific apps.
Why we built it
Previously, app access management relied on auto-approval behavior that could result in new apps being approved automatically and created confusion around which apps were accessible to sub-accounts.
Additional Notes
We recommend reviewing and cleaning up your approved apps list, especially if you plan to enable the new setting, as existing approval-related issues have now been fixed.
Preview

new
improved
Calendar
✨ Guest Enhancements in Calendars — More Flexible Guest Details
We’ve enhanced guest management for
calendars
, giving businesses more flexibility over the information they collect from guests while improving guest contact data.---
📱 Capture Guest Phone Numbers
Previously, guest details were limited to
Name & Email
. Businesses can now choose which information they want to collect for each guest:- Name & Email
- Name & Phone
- Name, Email & Phone
- Guest Count Only— collect only the number of guests without creating guest contacts
When guest details are collected, a contact is automatically created or matched for each guest using their email and/or phone number.
For existing calendars:
Calendars already collecting guest details will continue with Name & Email
, so there is no change to the existing booking experience.For new calendars:
Guest details will default to Name, Email & Phone
, helping businesses capture richer guest information from the start.---
🌎 More Accurate Guest Timezones
Guest contacts created during a booking will now inherit the
primary contact’s timezone
instead of automatically using the business timezone.If the guest already exists as a contact in the CRM, their existing timezone will remain unchanged.
---
💡 Why This Matters
These enhancements allow businesses to:
- Capture the guest contact information most relevant to them
- Create richer guest contact records with phone numbers
- Keep timezone information consistent across attendees
---

The Create WhatsApp Template builder now validates your variable placeholders inline as you type, so you catch mistakes at authoring time instead of finding out after WhatsApp rejects the submission.

> No more saving a template, waiting, and getting a WhatsApp rejection you have to decode. Bad variables are flagged immediately, right in the builder.
What's new
✅ Inline variable validation
- Start and end variable check:WhatsApp rejects a message body that begins or ends with a variable. The builder now flags it and blocks save until there is text around the variable, instead of letting you save something that will be rejected later.
- Invalid variable detection in header and body:Only numbered placeholders ({{1}},{{2}}, and so on) are valid. Broken tokens like{{1$}}and unbalanced or extra braces ({{1,{{1}}}) are now caught immediately, with guidance to the correct format.
- Reputation review-request preset fixed:The default reputation template used to end in a trailing variable, which trips the rule above. It has been cleaned up so new reputation templates pass validation with no manual edits.

How to use
Nothing to enable. Validation is built into the
Create WhatsApp Template
builder (Settings > WhatsApp > Templates
). Just build your template, and any invalid variables are flagged inline before you can save.
Why this matters for your business
Create Template is one of the most-used WhatsApp surfaces, and a template rejected by WhatsApp after you save is pure wasted effort: you have to guess what WhatsApp did not like and retry. Catching variable mistakes inline turns a delayed, opaque rejection into a clear, immediate fix, so templates go live faster and generate less support confusion on a core messaging surface.
- Get templates right on the first try, with no post-save rejection round-trips
- Faster template setup on a surface agencies use constantly
- Fewer support tickets from confusing WhatsApp rejections
Build your next WhatsApp template and let the builder catch issues before you save.
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