Changelog
Follow up on the latest improvements and updates.
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new
QR Codes
Business Card QR Code is Here
What's New
You can now generate fully customizable Business Card QR Codes directly within the platform. This new feature allows users to create digital business cards that are accessible via QR scans—ideal for networking, promotions, and effortless contact sharing.
Key Highlights
Dynamic Business Card Generator:
Select “Business Card” as the QR type from a wide range of options.Customizable Design:
Modify colors, upload logos, set transparency levels, and preview in real time.Complete Contact Details:
Include phone number, email, website, location, and company name.Operating Hours Display:
Add business hours for each day of the week with easy on/off toggles.Social Media Links:
Connect Instagram, Facebook, LinkedIn, Pinterest, and more.Live Preview:
Instantly see how the digital card will appear on mobile devices.How It Works
- Go to Sites > QR Code Generator.
- Choose QR Type and select Business Card.
- Enter company details, logo, contact information, location, hours, and social media links.
- Customize the background color and transparency.
- Click Next to generate and download your QR code.
When scanned, users will be shown a professional, mobile-optimized business card with all relevant details.
Notes
- Sunday is disabled by default to accommodate typical business schedules.
- QR codes can be edited at any time after creation.
We’ve made important upgrades to our signup flow in [https://affiliates.gohighlevel.com] to ensure a smoother experience for users with 3D Secure (3DS)-enabled cards—including those in India.
Signup Link (with 3DS support): - https://affiliates.gohighlevel.com
Why This Matters?
Previously, users with 3DS-enabled cards (especially in India) often faced failed transactions during signup. Now, with this improved flow:
- OTP-based 3D Secure authentication works smoothly
- No more failed payments or unnecessary support tickets
- Signup is quick, secure, and frustration-free
What’s Improved ?
- Added client-side $1 authorization to trigger 3DS where required.
- Verified paymentIntent on backend for secure card validation.
- Integrated the latest Stripe.js + Payment Element for a seamless 3DS flow—similar to what you see on our Agency Billing page.
🔜 What’s Next
We’re actively working on bringing this fix to our main signup page[https://www.gohighlevel.com]
Until then, if you or your customers face issues, please use the below link:
new
improved
Reporting
Agency Rolled-Up Reporting: Fresh Look & Powerful Controls
We’ve given the
Agency View > Sub-Account Scheduled Reports
page a major upgrade—making it faster, clearer, and more powerful for agencies to manage reports at scale.👀 What’s New?
- Sleek new table design for scheduled reports
- Checkboxes to select multiple reports
- Bulk Actions:Easily pause or resume multiple reports at once
- Filter by report status (active/paused)
- New Settings Panel with: “Pause All Scheduled Reports”button and a toggle to choose whether reports should auto-generate when a new account is added
👷 How It Works:
- Switch to the Agency View
- Go to Sub-Account Page → View Scheduled Reports
- Use checkboxes to select reports
- Bulk actions bar will appear—choose to Pause or Resume
- Click the Settings icon to pause all reports or control the auto-create toggle
⭐ Why it Matters:
This update gives you full control over scheduled reports across sub-accounts—faster bulk management, smarter defaults, and fewer surprises. No more manually disabling new reports every time you add an account.
Important Note: This feature is available only on the $497/month plan and above.
📌 Overview
Admins can now restore deleted pipelines — including all their associated stages and opportunities — directly from the
Audit Logs
page. This provides greater control, traceability, and recovery flexibility when working with pipeline data.🚀 What’s New
- Restore Pipelines via Audit Logs
A new “Restore” action is available in Audit Logs for any pipeline that has been deleted. This allows users to quickly recover pipelines along with their structure and associated data.
- Pipeline Filter in Module Dropdown
The Module filter in Audit Logs now includes “Pipeline” for easy access and faster filtering of relevant actions.
⚙️ How It Works
- Navigate to Settings > Audit Logs
- From the Moduledropdown, selectPipeline
- Locate a deleted pipeline entry
- Click the ellipsis (⋯)menu next to the deleted pipeline
- Select Restoreand confirm in the modal
The pipeline will be restored along with its stages and opportunities.
🎯 Why It Matters
- Prevents loss of critical pipeline configurations due to accidental deletion
- Helps admins maintain oversight over historical actions and quickly recover from mistakes
- Improves auditability and trust when managing pipeline lifecycle operations
Take control of your SaaS subscription cancellations with our new custom cancellation experience — designed to help you retain more clients and better understand why they leave.
✅
What’s New
Step-by-Step Cancellation Flow
- Ask users why they’re cancelling
- Offer a custom discount to win them back
- Optionally redirect them to a custom external page
Set Up Discount Offers
- Choose the discount percentage and how long it should last
- If accepted, the coupon is applied to their next billing cycle
- (Currently available for V1 sub-accounts)
Cancellation Activity Logs
- See who cancelled, who accepted a discount, and why
- Track trends and outcomes right inside the SaaS Dashboard
Preview Before You Launch
- Test the cancellation flow with Preview Mode to see exactly what your clients will experience
💡
Why You’ll Love It
- Retain more clients with smart, timely offers
- Understand your churn with real data
- Offer a more polished offboarding experience
To setup your custom cancellation flow, go to
SaaS Configurator > Cancellation Settings
now!
new
Automations
Learn More Using AI
What's New:
We've introduced an intelligent help system directly within the Workflow Builder to provide instant, contextual guidance on triggers and actions.
Key Features:
- Contextual AI Assistant– Click the blue "Learn More" button in any trigger/action configuration panel to open the Workflow AI Assistant with detailed explanations, setup instructions, and real-world use cases
- Completely Free- Use it as much as you want
- Interactive Help– Ask follow-up questions and get tailored responses specific to the element you're configuring
- Comprehensive Coverage– Available for all standard triggers and actions
How to Use:
- Navigate to Automation → Workflows and open any workflow
- Add or configure a trigger/action
- Click the "Learn More" button (blue bulb icon) in the top-right corner
- Review AI-generated guidance and ask custom questions in the Workflow AI Assistant
Why It Matters:
This feature reduces the learning curve for workflow configuration by giving instant help right when and where they need it.
The AI provides instant access to setup instructions, validation requirements, and practical examples without leaving the workflow builder.
Getting Started:
The Learn More button appears automatically in all trigger and action configuration panels. Simply click it whenever you need guidance on how a feature works or how to configure it properly.
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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🚀
3 New Website Templates Published
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Travel & Hospitality - 1
Restaurant & Bar - 1
Financial - 1
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🚀
2 New Funnel Templates Published
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Home Services - 1
Travel & Hospitality - 1
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🚀
2 New Email Templates Published
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Restaurant & Bar - 1
Travel & Hospitality - 1
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🚀
2 New Form Templates Published
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Creative - 1
Business, Coaching & Consulting - 1
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🚀
2 New Survey Templates Published
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Marketing Agency - 1
Legal - 1
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🚀
8 New Social Templates Published
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Financial - 2
Health & Wellness - 2
Home Services - 2
Legal - 2
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🚀
5 New Facebook Ad Templates Published
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Other:
- Phone Repair
- Recruiter
- Logistics & Trucking
- Childcare
- Dog Grooming
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🚀
5 New Google Ad Templates Published
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Automotive - Rental Cars
Beauty & Fashion - Jewelry Gallery
Business Coaching & Consulting - Lifestyle Coach
Creative - Musical Band
Finance - Accounting Experts
Health & Wellness - Holistic Healing
Home Services - Pressure Washing
Insurance - Home Coverage
Legal - Real Estate Attorney
Marketing Agency - Marketing Agency Services
Medical - Home Healthcare Services
Other - Community Church
Real Estate - Residential Architecture Services
Restaurant and Bar - Event Catering Services
Travel & Hospitality - Travel Agency
Automotive - Muffler & Brake Service
Beauty & Fashion - Grooming Parlor
Business Coaching & Consulting - Charity
Creative - Artists
Finance - Financial Advisor
Health & Wellness - Martial Arts Academy
Home Services - Deck Builder
Insurance - Pet Insurance Plan
Legal - Bankruptcy Legal Services
Marketing Agency - Content Creation
Medical - Dermatology Services
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📣
1 New Snapshot
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Other - Child Care
new
Documents & Contracts
Documents & Contracts: Now supports Email Attachments
What’s New?
- You can now attach multiple files (SVG, PNG, JPG or PDF, up to 15 MB each) to any document inside both the Document Builder and the Template Builder.
- When the document is sent—whether manually, through a Workflow —the chosen files travel as real email attachments, visible and downloadable in the recipient’s inbox.
How to Use It
- Open any document or template in the Document Builder.
- In the left-hand “Document settings” panel, locate Add Attachments and hit Upload.
- Drag & drop files or browse your computer. Supported formats: SVG, PNG, JPG, PDF (≤ 15 MB each).
- Watch the real-time upload progress; remove any file with the 🗑 icon if needed.
- Save the document or template.
- When you click Send (or when a Workflow sends it), the files will appear as standard email attachments for the recipient.
Why we built it?
- To enable clients to send a single email that contains both the contract and all supporting documents.
new
Automations
Safeguard your work: Unsaved Changes Dialog
What’s New
A new "Unsaved Changes" dialog has been introduced to help prevent accidental data loss.
Why It Matters
- Protects users from losing unsaved input when navigating away from a page or switching actions.
- Helps safeguard valuable data while ensuring a smooth workflow experience.
How It Works
When entering data for triggers or actions in the sidebar, if you attempt to open a new action or navigate away without saving, a confirmation dialog will now appear. This prompt gives you a chance to save your work and avoid losing changes.
improved
Automations
Redesigned WhatsApp Statistics Modal
What’s New
We’ve enhanced the WhatsApp statistics modal to provide a smoother and more intuitive user experience.
Key Highlights
- Modernized Design with Improved Accessibility: The stats modal now uses new GHL UI components for a cohesive look and feel. Accessibility is improved with a larger Close button and easier navigation.
- Better Navigation: Refreshed pagination for simpler navigation.
- Enhanced Date Selection: Updated date range component for improved usability.
Notes
- All users will see the updated modal when they click any WhatsApp action, navigate to the Statistics tab, and open a statistic.
- This redesign is focused on improving navigation, usability, and overall ease of use.
Preview
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