Changelog
Follow up on the latest improvements and updates.
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new
Reputation
📝 Manual Reviews: Live in Reputation (Labs)
We’re introducing a brand new way to record and showcase customer feedback collected outside of integrated review platforms — now available in Labs!
Once enabled, you’ll find it inside Reputation → Reviews → Add Reviews.
✨ What’s New
1. 🖊️ Add Reviews Manually
Easily submit customer reviews that were collected offline or through channels we don’t directly integrate with. You can now enter:
- Customer Name
- Review Rating
- Review Text
- Date of the Review
- Platform / Source (choose an existing platform, add a new unsupported one like Checkatrade, or simply select No Platform for word-of-mouth reviews)
- Profile Picture
- Photo Attachments
This allows you to consolidate all your feedback — both collected and manual — in one unified view.
2. 📤 Bulk Upload via CSV
Import multiple reviews at once using our new CSV uploader.
Upload reviews with:
- Reviewer details
- Rating & text
- Review dates
- Platform names
- Attachments (via links)
Includes:
- Downloadable CSV template
- Validation for incorrect or missing fields
- Error-free file handling to ensure smooth imports
3. 🪄 Unified Review Display
Manual reviews now appear directly inside your Reputation → Reviews list, alongside Google and other sourced reviews. New capabilities include:
- Filter by Source, including “Manual pages”
- Display the platform label (e.g., Checkatrade, Amazon, No Platform)
- Visual consistency with fetched reviews
- AI Summary compatibility
4. 🌟 Showcase Manual Reviews in Widgets
These manually added reviews can now also appear inside your Review Widgets, making it easy to display all your best feedback — regardless of where it came from.
You can:
- Combine manual and fetched reviews
- Filter by review source
- Display them in all widget layouts (List, Grid, Carousel, Slider, Flash, Legacy)
- Override “Write a Review” links
- Control max review count and rating filters
🧪 Available in Labs Now!
Head to Settings → Labs → Manual Reviews to enable this for your sub-accounts.
👉 Once enabled, access it from Reputation → Reviews → Add Reviews to start adding and showcasing manual reviews.
We’re always working to make review management more powerful and flexible.
Questions? Suggestions? Ideas to improve Manual Reviews?
Drop us a line at reputation@gohighlevel.com or share on our Ideas board — we’re listening!
improved
fixed
Payments
Enhanced CSV Exports for Transactions, Orders & Subscriptions
Businesses can now access significantly more detailed, consistent, and reliable CSV exports across Transactions, Orders, and Subscriptions. These upgrades improve accounting accuracy, tax reporting, reconciliation workflows, and downstream data processing.
What’s New?
This release introduces a major revamp to all three payment-related CSV exports — ensuring accurate subtotal calculations, precise tax breakdowns, and
product-level data for every transaction record
.Key enhancements include:
- Clear Tax Visibility
- New breakdown between: Total Tax Amount (Excluded in prices) → taxes added on top and Total Tax Amount (Included in prices) → taxes built into the product price
- Fixes inconsistencies between invoice-based and other transactions
- Improved handling of multiple tax types on a single order
Rich Product-Level Details
All exports now include:
- Line item name, price, quantity, and product ID
- Per-product subtotal and discount calculation
- Invoice related discounts in the same column as product discounts (In the Transactions CSV)
- Multi-row format when multiple products and their corresponding tax entries exist per order/transaction/subscription
- Enables correct financial allocation
Improved Payment & Status Clarity
- Total Amount Paid vs Total Amount Due to clarify partial payments where Amount Due reflects the original amount due (considers subtotal, discount and taxes) and paid reflects the actual transaction amount (considers the payment towards due along with tips and processing charges)
- Payment Method included at export level (e.g. Card, PayPal, ACH, Wallet, Manual)
- Better handling of: Amount dues, Negative values for invoice discounts removed and Redeemed Gift Cards (included in Transactions CSV)
Correct Handling of 0 vs Blank Values
Businesses can rely on:
- 0 (zero) shown only when the field exists but the amount is zero
- Blank shown only when the field is truly not applicable
(Prevents reporting errors in Excel → SUM, COUNT, pivots, etc.)
Ensures:
- Consistent column ordering
- Stable formatting for BI pipelines or downloadable audit trails
Why It Matters
This update enables:
- Easier reconciliation with accounting systems
- More accurate tax reporting — especially for mixed inclusive/exclusive taxes
- Product-level revenue breakouts for finance teams
What’s Next?
We plan to continue improving financial reporting with Export performance improvements for large data sets
Visuals:
Your clients can now upgrade their SaaS plans directly from within their account, even if you’re using Stripe, Square, NMI, or Authorize.net as your payment provider.
✅
What’s New
- Upgrade from within the Billing section — no manual intervention needed.
- Instant feature access: Clients get immediate access to higher plan limits and features.
- Supported payment providers: Stripe, NMI, Authorize.net, and Square.
💡
How It Works
When a client upgrades, the new plan’s features are applied immediately. Billing updates automatically at the start of the next billing cycle; there’s
no proration
.🔍
Why It Matters
Upgrade paths are critical to growing your recurring revenue. With in-app upgrades now live on SaaS v2, you can continue scaling your MRR, no matter which payment provider you use.
new
improved
Automations
Inbound DND Support for Workflows
You can now automate Do Not Disturb settings for inbound communications, not just outbound. This addresses a common pain point where incoming spam calls were creating junk contacts and false opportunities with no way to filter them through automation.
What's new:
- Direction control added to both the Contact DND trigger and Enable/Disable DND action
- Choose between Inbound or Outbound DND
- Inbound DND applies to all inbound channels (Calls & SMS)
How to use:
Add the Contact DND trigger or Enable/Disable DND action, set direction to Inbound, and configure your DND preferences. Results appear on the contact's DND tab.
Existing configurations remain unchanged—all current DND triggers and actions default to Outbound.
Agencies can now download monthly Wallet Usage Receipts or Tax Invoices directly from the Billing UI — starting from January 2024.
What’s Included
Full monthly billing history
- If tax applies → a Tax Invoice is available
- If tax does not apply → a Usage Receipt is automatically generated
No more gaps — every month now has a downloadable billing document.
Bulk Invoice Emailing
You can now send multiple invoices at once via email, making monthly financial communication faster and more efficient.
Improved Invoice Performance
Major backend optimizations ensure:
- Faster invoice processing
- Lower system load
- More reliable performance during heavy billing cycles
Where to Find It
Go to:
Billing → Wallet & Transactions → Monthly Wallet Receipt/Invoice
This update gives agencies clearer financial records, easier reporting, and consistent documentation for every billing month.
new
Social Planner
Multiple Watermarks in Social Planner🌟
Managing multiple brands or client accounts just got easier!
You can now upload and assign different watermarks for each social account, so every post carries the right brand identity automatically.
🚀 What’s New
- Upload multiple watermarks (one per social account) directly from Social Planner Settings.
- Name and preview your watermarks before saving.
- Assign to all socials at once using “Select All” or set unique watermarks for specific accounts.
- Edit or delete watermarks anytime (with confirmation if they’re assigned).
⭐ Why This Matters
- Save time with no more re-uploading logos for every post.
- Keep your brand identity consistent across platforms.
- Perfect for agencies managing multiple brands in one place.
🛠 How to Use
- Go to Marketing → Social Planner → Settings → Watermark
- Click “Add Watermark” to upload and name your watermark (PNG, max 5MB).
- Use the “Select All” option to apply to all socials, or assign individually.
- Manage, edit, or delete any watermark from your list anytime.
Note:
If you haven’t added a watermark yet, you’ll see an “Add Watermark” nudge prompting you to create one. And if you already had watermark assigned than your existing single watermark will automatically appear in the list view as “All Socials”. You can choose to edit this setup and assign specific watermarks to each account later.new
improved
SaaS Mode
New: Choose When Complimentary Credits Are Issued — After Trial or On Sign-Up
You now have more control over how complimentary usage credits are delivered to your SaaS clients.
✅
What’s New
You can now choose to:
- Credit usage immediately when a user signs up (current behavior), or
- Credit usage only after the trial period ends (new option)
This applies to:
- One-time complimentary credits
- Monthly recurring credits
- Optional rollover credits
💡
Why This Matters
- Protects your credits during trials — trial users can’t consume paid features without converting.
- Keeps credits aligned with billing — users receive credits on the same cadence as billing, making their experience more predictable.
- Cleaner financial management — recurring credits now match the actual subscription cycle.
📍
Where to Find It
Go to:
SaaS Configurator → Edit Plan → Trial & Credits → “Add credits after trial period ends.”
new
Social Planner
Social Planner-Threads & Bluesky Analytics
✨ What’s new
Analytics for Threads and Bluesky are now fully supported, giving visibility into two fast-growing platforms directly inside Social Planner.
- Post Volume Tracking
- Social Post Performance Graph
Daily trends for:
- Posts
- Impressions
- Likes
- Comments
- Engagement Metrics
- Impressions Tracking (Bluesky Only)
💡 Why it matters
- Helps understand how Threads and Bluesky perform compared to other platforms
- Identify where early engagement is growing on emerging social apps
- Make data-driven decisions about content strategy
- Consolidate analytics across all connected social accounts
- Strengthen reporting for clients, executives, and internal teams
🛠️ How it works
- Go to Marketing → Social Planner → Statistics
- Choose Threads or Bluesky from the sidebar
Review:
- KPI cards (Posts, Likes, Comments)
- Performance graphs
- Engagement tables
- Trendlines
Notes
- Threads does not provide Impressions or Post Reach
- Bluesky & Threads do not currently provide follower counts, gender demographics, or advanced engagement metrics
What's New✨
You can now preview your blog posts exactly as they will appear when published, including custom HTML, CSS, JS, embeds, and widgets. Plus, every blog post now comes with a public sharable preview link in draft state, making collaboration smoother than ever.
✨ Highlights
- Public, Sharable Preview URL in Draft state
- Full support of Custom Code Rendering
- HTML & CSS render same as the published version
- Inline styles, widgets, complex layouts, all fully supported
- Accurate visual validation before hitting "Publish"
- Preview Opens in a New Tab
More accurate final rendering and easier review experience
💡 Why This Matters
This enhanced preview experience helps you:
- See an exact representation of your final blog design
- Validate advanced formatting and embed behavior without guesswork
- Reduce rework and avoid post-publish issues
- Collaborate faster with executives and clients through a shared preview link
🛠️ How to Use
- Open any blog post in the Blog Editor
- Click Preview
- The blog loads in a new tab with full rendering support
- Copy the Preview URL and share it with anyone for approvals
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
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Financial - 1
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🚀
7 New Funnel Templates Published
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Marketing Agency - 1
Medical - 1
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🚀
12 New Social Templates Published
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Medical - 2
Other - 2
Real Estate - 2
Restaurant and Bar - 2
Travel & Hospitality - 2
Automotive - 2
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🚀
1 New Facebook Ad Templates Published
🚀-----------------------------------------------------
Health & Wellness - 1
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🚀
5 New Google Ad Templates Published
🚀-----------------------------------------------------
Health & Wellness - Yoga Class
Home Services - Construction Framing Company
Insurance - Life Insurance Plans
Legal - Property Attorney
Marketing Agency - Influencer Marketing
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📣
1 New Snapshot
📣------------------------------------------------------
Restaurant & Bar - Coffee Shop
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