Changelog

Follow up on the latest improvements and updates.

RSS

We’ve rolled out a set of improvements to both the
in-app booking experience
and the
customer booking page
for Services(v2) to make scheduling simpler, clearer, and more reliable 🎉
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🖥️ In-App Enhancements (for Businesses)
  • Smarter phone number handling
    — Country code is now auto-selected based on your business location
  • Default staff selection
    — The logged-in user is automatically selected as staff when creating a booking (if applicable)
  • Service availability alerts
    — If a service is no longer available, a clear banner is shown and unavailable services are highlighted before saving
---
📝 Appointment Title Enhancements
  • Custom value selector
    — Easily add dynamic values like contact, service, or location to appointment titles
  • Global setting
    — Configure a default appointment title format from
    Services → Global Settings → Service Settings
  • This setting is
    applied across all service bookings
    , ensuring consistent and clear titles across calendars, notifications, and integrations
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🌐 Booking Page Enhancements (for Customers)
  • Cleaner booking flow
    — Category and location filters are automatically hidden when only one option exists
  • Smarter location handling
    — Location details are only shown when relevant, reducing unnecessary clutter
  • Enhanced Card on File experience (Mobile)
    — The upfront payment / deposit amount is now clearly displayed for better transparency
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💡 Why This Matters
  • Simpler and more intuitive booking experience
  • Reduced confusion and fewer booking errors
  • Better visibility and control for businesses
  • Improved conversion with clearer payment and service information
---
These updates make the booking journey — from setup to checkout — smoother and easier to use.
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What’s new?
You can now use Find & Replace inside a single workflow to quickly locate and update what matters most. Search by custom values, tags, or text, then replace supported custom values and tags one at a time or across the entire workflow in just a few clicks.
How it works
Click the new search icon or use Alt+F / Option+F to open the Find panel. Choose whether you want to search by custom values, tags, or text, then enter your search. Matching results appear instantly, the first result opens automatically, and the builder moves to that node on the canvas so you can review it. You can move through search results and the canvas will keep jumping to the selected node. With Replace turned on, you can choose a replacement from the custom value picker and apply it to the current match or all supported matches in the workflow.
How to use it
  • Open a workflow and click Find or press Alt+F / Option+F.
  • Choose custom values, tags, or text, then enter what you want to find and move through the results.
  • Use Replace or Replace All to swap supported custom values or tags with your desired value.
Why we built it
Large workflows are hard to scan when you need to find one value, one tag, or one step used in multiple places. This makes updates faster, reduces manual hunting, and helps you update workflows without opening every action one by one.
Some use case examples
  • You can search for the tag HighPriority and replace it with Urgent across all actions in the workflow.
  • A team searches for the custom value Agency Email and replaces it with Support Email everywhere it is used in email steps.
Additional notes
  • Find and Replace is available both on the Standard Builder and the Advanced Builder
  • Search works within one workflow, supports partial matches, and is case-insensitive.
  • Users can search by custom values, tags, or text, then move through matches while the builder automatically jumps to the selected node on the canvas.
  • Replace supports custom values and tags only, and Replace All applies only within the current workflow.
  • Changes can be reverted using the 'Undo' action.
  • Step names and trigger names can be found through text search, but not replaced in this version.
  • A quick in-app tutorial is also available to guide users through the feature.
Preview
Quick tutorial on using Find and Replace -
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Navigation between the nodes found -
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Example of using the Replace feature -
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⭐ What’s new
Social Planner Statistics now support custom date ranges along with a comparative view, allowing users to analyse performance over any timeframe and compare it with a previous equivalent period.
This replaces the earlier fixed 7-day analytics view and enables more flexible, self-serve insights for campaigns, trends, and growth analysis.
🛠️ How it works
  • Custom Date Range Selector
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  • Select any start and end date using a calendar picker
  • Quick presets available: 7 days, 14 days, 30 days, Custom
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  • KPIs, totals, and charts update instantly based on the selected range
  • Compare With Previous Period
  • Compare the selected date range with the previous equivalent window
  • Presets include: Previous Period, Previous 7 days, Previous 30 days, Custom
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Percentage change indicators shown across:
  • Total Posts
  • Likes
  • Followers
  • Impressions
  • Comments
  • Smarter Graph Scaling
  • Short ranges show daily data points
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Longer ranges automatically use aggregated views for better readability
💡 Why it matters
  • This enhancement enables users to:
  • Analyze performance across exact campaign windows
  • Compare growth trends without exporting data
  • Generate clearer insights and client-ready reports
  • Reduce reliance on external analytics tools
We’re introducing
Buy Now, Pay Later (BNPL)
options with
Klarna and Affirm
for bookings 🎉
Businesses using HighLevel payments can now offer customers the flexibility to
pay in installments while booking appointments
across
Calendars, Services, and Rentals
.
---
For Businesses
  • Offer
    Klarna and Affirm
    as payment methods during booking
  • To enable via Stripe: Go to
    Payments → Settings → Integrations → Manage Stripe
    and ensure
    Klarna and Affirm are enabled for Calendars
---
For Customers
  • Choose
    Klarna or Affirm
    at checkout while booking
  • Available options are
    dynamically shown on the booking widget
    based on location and eligibility
  • Pay in
    easy installments
    while still successfully booking the appointment
---
💡 Why This Matters
  • Offer customers
    flexible payment options
    at checkout
  • Increase conversions with
    installment-based payments
  • Support a wider range of
    payment providers globally
  • Deliver a more
    seamless and modern booking experience
---
This update makes it easier for customers to
book now and pay later
, helping businesses drive more bookings and improve payment flexibility.
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What’s New?
Businesses can now run a complete,
end-to-end Gift Card System
inside the platform. This release introduces the
ability to create, sell, send, track, and redeem Gift Cards
across a wide range of checkouts. After running in
Labs for some time
, collecting solid customer feedback and implementing some of it immediately, we have launched Gift Cards for all agencies & sub-accounts.
Gift Cards function as a
flexible prepaid balance that customers can purchase for themselves or others—or that businesses can issue directly
for loyalty, compensation, refunds, or promotions.
This launch includes the following major capabilities:
1. Create Fully Customizable Gift Card Products
Businesses can now create Gift Card Products from the new Gift Cards module under Payments. Gift Card Products include a
rich set of attributes
, such as:
  • Gift card name, description, terms & conditions along with an option to attach a redemption link in the emails
  • Expiry date (applies to all Gift Card Orders created from this product and is optional)
  • Artwork and branding elements - Custom Upload along with Creating your own gradients
  • Multiple denominations support with per-denomination inventory
  • Automatic taxes application using the Gift Card tax category (optional)
  • Categorization with 'Categories' (optional)
  • All of the above information can be reviewed with a preview of the gift card before creating the gift card
Additional nuances with gift card creation:
  • Gift Card Products
    can be edited, archived, or deactivated
    at any time.
  • When deactivated, their Sell and Send actions are disabled, and the dedicated checkout link or Store (where this gift card was added as a product) stops working immediately. On any other checkout if the gift card was added as a product, it would still continue to be sold unless manually removed.
  • Inventory definition separately for every denomination is not possible today. Once the inventory is defined, it applies individually to each denomination i.e. if quantity = 100 with 2 denominations, each denomination gets 100 i.e. a total of 200 gift cards.
  • Only automatic taxes with a fixed category are available for gift card related taxation.
  • Gift Card gets created on the last step of the process.
2. Sell Gift Cards Through Test & Live Mode Checkouts
Every Gift Card Product
automatically receives a dedicated checkout page
in both Test and Live modes.
Businesses can sell Gift Cards through:
  • Dedicated Gift Card Checkout Link (unique per product)
  • Embed Code
    — add the dedicated checkout directly into any website page
  • QR Code
    — ideal for in-store displays or print campaigns or sharing via apps — redirect to the dedicated gift card checkout link
  • Existing Checkouts
    by adding the Gift Card as a Product to: Funnels (One-step and Two-step order forms), Forms (Sell Product), Payment Links, Invoices, Store, Calendar Payments (if products are supported) and Websites
At the dedicated checkout link, customers:
  • Choose a denomination from available options within the gift card product
  • Choose
    Buy for 'Yourself'
    or
    Buy for 'Someone Else'
  • “Someone Else”: captures recipient + purchaser (transaction receipt goes to purchaser; Gift Card goes to recipient)
  • Select
    immediate or scheduled delivery
  • Complete payment (in Live or Test mode depending on the link)
  • Gift Card Order for scheduled deliveries remains inactive until the scheduled delivery time but if the code is accessed, it can still be used for redemption.
  • Gift Cards
    sold/purchased in test or live mode
    can only be
    used for redemption on checkouts in test or live modes respectively
    i.e. redemption cannot be done for test gift cards on live checkouts or vice versa.
For gift cards purchased via existing checkouts:
  • If the invoice, payment link, store, funnel, etc. is in test mode, any gift card product purchased would also be purchased in test mode and can be redeemed only in test mode.
  • When gift card is sold as a product on any existing checkouts, the gift card is delivered to the email address of the customer buying the gift card.
3. Send Gift Cards Directly (No Payment Required)
Businesses can issue gift cards to any customer using the Send flow (Live mode only). This makes it ideal for compensation, reward programs, customer delight, or replacing credits.
Process to send gift cards to customers:
  • Choose Customer from existing customers list
  • Add a personal message that would be sent with the gift card — you can also use
    'Write with AI'
    to draft the message
  • Deliver via Email, SMS, QR link (via email), or PDF (via email) — you can send via any 1 mode where the mode would be active based on the availability of email address or phone number of the customer
  • Schedule delivery for a future date — Gift Card email/SMS is sent and becomes active on the scheduled date, without requiring a payment
  • View the preview of the communication content (non-editable) with the gift card and other details
Additional nuances with respect to sending gift cards:
  • Gift Cards issued via 'Send' appear under Gift Card Orders but not in the general Payments → Orders list, since no monetary purchase occurred.
  • Gift Cards direct
    sending is currently only available in Live mode
    .
  • Currently, you can only send 1 gift card to 1 customer in one flow, sending to multiple customers in a single attempt is not possible.
  • Sending a gift card also impacts inventory and reduces the inventory every time a gift card is sent.
4. Track All Gift Cards Using Gift Card Orders
A new Gift Card Orders tab is available under Payments → Gift Cards, showing every issued card—whether purchased or directly sent. This tab becomes visible only after the first gift card is sent or sold.
The gift card orders page lists all the sold or sent gift cards along with their statuses, balances, filters and customer details. All cards on this page are clickable and open up a detailed page for that order.
The gift card order details page acts as the single source of truth for all Gift Cards in the account. For each Gift Card Order, businesses can view:
  • Purchaser info
  • Recipient info
  • Denomination
  • Expiry date (same as that of the gift card product)
  • Remaining balance
  • Status (Scheduled, Active, Inactive)
  • Hidden Gift Card number (visible inside the order details page)
  • Delivery method and delivery schedule
5. Redeem Gift Cards Across Multiple Checkouts
Customers can now redeem gift cards on all checkouts that support the Gift Card Redemption UI. This includes:
  • Funnels
  • Forms
  • Payment Links
  • Invoices
  • Store checkout
  • Calendar payments (where applicable)
  • Any checkout using supported payment providers (Stripe, NMI, Authorize.net, Square) --> in case of partial payments or subscription purchases; More providers support coming in soon.
  • For a
    payment entirely done with gift card for only one-time products
    , the checkouts would be supporting gift card redemption agnostic of the payment provider.
Redemption Behavior:
  • Customers enter their Gift Card number at checkout
  • The remaining balance is shown instantly
  • Redemption can cover: Full amount (if balance ≥ order/invoice total & products are one-time)
  • Redemption can cover: Partial amount with the remaining balance charged to another payment method
  • Transactions show a new “Gift Card Balance Used” entry
  • Subscription purchases: If a subscription product is in the cart, the system will always collect an additional payment method even when the gift card covers the full initial charge (due to future billing requirements).
  • Gift card option on redemption is available only if at least 1 gift card product is created and either sent or purchased by a customer.
  • Gift card cannot be used on upsell purchases i.e. cannot be redeemed for buying anything via the Upsell flow.
Major modifications included post Labs release:
Based on customer feedback we have ensured that the redemption now clearly calls out the following:
  • Gift card applied
    - amount used from the gift card
  • Remaining gift card balance
    - amount left in the gift card after redemption
  • Amount left to pay
    - amount left to be paid that's not covered by the gift card (field only visible if additional payment is required)
Where Can I Find This?
  • Payments → Gift Cards → Gift Card Products --> Create, edit, archive, deactivate, sell, or send Gift Cards.
  • Payments → Gift Cards → Gift Card Orders --> Track all issued Gift Cards, view balances, and open order details.
  • Dedicated 'Sell' checkout link / embed / QR --> Available under each Gift Card Product → Sell section.
  • Dedicated 'Send' --> Available under each Gift Card Product → Send section
  • Dedicated 'Send' --> Available under each Gift Card Product → QR Code → Issue Gift Card
  • Existing Checkouts --> Add Gift Cards as products to sell them through Funnels, Forms, Payment Links, Stores, etc.
  • Redeem via the Payment Element under any supported checkout and payment provider combination
What’s Next?
Future enhancements planned:
  • Gift card redemption on off-session payments
  • Sending gift cards in 'Test' mode
  • User permissions for creation, issuing, and redemption
  • Dedicated link for customers to check balances
  • Usage transaction history log inside each Gift Card Order
  • Gift card triggers and actions - automation / workflow support
  • Public APIs, triggers, actions
  • Mobile app & POS support
Visuals:
Gift Card Product Creation:
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Gift Card Product - Sell with Direct Checkout Link:
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Gift Card Product - Send to Customers:
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Gift Card Redemption:
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Additional Visuals:
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Overview
We've shipped major improvements to how AI Builder links data into AI actions and the Create Task action, making generated workflows significantly more accurate and reliable.
What's New
Smarter Data Linking Across AI Actions
AI Builder now correctly passes the actual variable or data into action fields instead of inserting redundant prompts or instructions. Previously, AI Builder would inject a full prompt into an action's input field (e.g., "Summarize the following text into bullet points...") rather than simply passing the variable holding the value. Since these actions already know what to do, the extra instructions were redundant and sometimes caused unexpected output.
Now, AI Builder cleanly passes just the relevant variable (e.g., {{message.body}}, into each action's input field, letting the action perform as designed.
Actions improved:
  • AI Summarize — Passes the target variable directly into the input field instead of wrapping it in summarization instructions.
  • AI Translate — Passes the source text variable cleanly, no longer adds translation prompts on top.
  • AI Intent Detection — Correctly links the content variable for sentiment or intent analysis.
  • AI Decision Maker — Passes the standard value for the content on which the decision needs to be made. Also resolves an issue where branch names were being left empty by AI Builder.
Screenshot 2026-04-02 at 4
Create Task Action Improvement
The task description field now contains an actual, human-readable task description for the assignee, not a prompt instructing the system to create a task.
Before: Description would read something like "Create a follow-up call task for the new lead."
After: Description reads something like "Follow up with {{contact.name}} to discuss their inquiry and schedule a discovery call."
This makes the generated task immediately actionable for the person it's assigned to.
Why This Matters
These improvements make AI Builder-generated workflows production-ready out of the box — less manual cleanup, fewer broken automations, and a much smoother experience from prompt to live workflow.

new

improved

Automations

Clarifying Agent in AI Builder

The AI Builder now gathers missing context before generating or editing workflows, producing significantly better first outputs and reducing the need for follow-up revisions.
What's New
Previously, when a user provided a vague prompt like "follow up with the customer," the AI Builder would make assumptions and generate a full workflow — often requiring multiple rounds of revision. The same applied to edit requests: vague instructions led to changes that didn't always match user intent. Each revision cycle passed the entire workflow in context, increasing time to value.
The new Clarifying Agent detects gaps in the user's request and surfaces up to three focused questions before generation or editing begins. By collecting the right inputs upfront, the AI Builder delivers a more accurate first output for both new builds and edits, with fewer revisions and lower cost per interaction.
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When Does It Activate?
The Clarifying Agent only intervenes when specific, high-impact details are missing:
  • Trigger not specified — The user hasn't defined what initiates the workflow (e.g., form submission, appointment booked, tag added).
  • Channel not provided — The user hasn't indicated the communication channel (e.g., SMS, email, WhatsApp).
  • Timing not defined — The user hasn't specified when an action should occur (e.g., immediately, after one hour, after one day).
  • Unsupported platform referenced — If the user mentions a channel that isn't supported, the agent flags it and asks which supported channel to use instead.
How It Works
Open the AI Builder and describe the workflow you want to build or the edit you want to make.
If key details are missing, the Clarifying Agent surfaces targeted questions before the AI proceeds.
Select from the provided options or type a custom response.
Skip any question to let the AI decide on your behalf.
The AI Builder generates or edits the workflow with all additional context incorporated.
Questions are presented in a clean multiple-choice format. When multiple questions are surfaced, navigation arrows allow users to move between them. Every question is skippable.
Why This Matters
The quality of any AI-generated output depends on the context it receives. The Clarifying Agent ensures the AI Builder has the right inputs before it begins, leading to better first outputs, fewer post-generation revisions, and a faster path from idea to live workflow.
Overview
We’ve improved the contact merge experience. Previously, when merging duplicate contacts, documents associated with secondary contacts were not transferred to the primary contact. With this update, there is a seamless document transfer during the contact merge operation.
What’s new?
  • Documents from
    secondary contact(s) are now automatically transferred
    to the primary contact during a merge.
  • All associated files are preserved and accessible within the primary contact record.
  • Eliminates the need for manual re-uploading
    or tracking of documents post-merge.
How to use
  • Navigate to the
    contacts
    section
  • Select the
    contacts you want to merge
  • Choose the
    primary (master)
    contact
  • Complete the
    merge
    as usual
  • Once merged, go to the documents section of the primary contact to view all combined files
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Why does this matter?
  • No data loss:
    Ensures all important documents remain intact during merges.
  • Improved efficiency:
    Reduces manual effort required to manage files across duplicate contacts.
🎉 Overview
Introducing the Announcements Builder — a new way for agencies to create, customize, and schedule banner notifications for their sub-accounts. Deliver targeted messages directly inside the platform with full control over visibility, timing, and behavior.
🚀 What’s New
Builder Experience
  • Step-by-step announcement creation flow (Content, Style, Audience, Schedule)
  • Real-time preview while configuring announcements
Screenshot 2026-04-01 at 6
Flexible Targeting
Show banners at:
  • Agency level
  • Sub-account level
  • Both
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Smart Scheduling
  • Control start and end timing
  • Set frequency (Always, Weekly, Monthly)
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CTA & Redirection
  • Add actionable buttons with configurable behavior
  • Support for in-app navigation or external URLs
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Priority-Based Display
  • Critical, Warning, General hierarchy ensures important messages show first
Management
  • Draft and Active states
  • Easy editing and updates
💡 Why It Matters
Agencies can now communicate important updates directly within the platform—improving visibility, reducing missed actions, and ensuring users always see the most relevant information.

new

Chat Widget

Conversation AI

Embedded Live Chat Widget

Summary of the release:
You can now embed the
Live Chat Widget directly inside your website or funnel content
instead of limiting it to a floating chat bubble. This allows for a more integrated, conversion-focused chat experience aligned with your page layout.
👀 What’s New?
  1. Embedded / Inline Placement for Live Chat
  • New
    Embedded/Inline option
    under Widget Placement.
  • Renders the chat widget
    within page content
    (e.g., below hero section, inside forms, near CTAs).
  • Moves beyond traditional
    sticky/floating chat bubbles
    .
  1. Seamless On-Page Experience
  • Chat feels like a
    native part of your website layout
    instead of an overlay.
  • Improves
    visibility and engagement
    by placing chat exactly where users take action.
  1. Simplified Customization for Inline Mode
  • Focused customization options relevant to embedded experience.
  • Real-time preview reflects
    inline rendering inside the page layout
    .
  1. Flexible Deployment Across Digital Properties
  • Works across: Funnels, Websites, Landing pages, Custom HTML sites and all other places where widgets are supported.
  • Supports
    multiple embedded placements
    across pages.
  1. Mobile-Responsive by Default
  • Automatically adjusts layout for smaller screens ensuring a
    consistent mobile experience
    .
👷 How to Use?
  1. Navigate to
    Sites → Chat Widget
    .
  2. Create or open an existing
    Live Chat Widget
    .
  3. Go to the
    Style tab
    .
  4. Under
    Widget Placement
    , select
    Embedded/Inline
    .
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  1. Customize widget appearance (theme, messaging, branding).
  2. Click
    Get Code
    and copy the embed snippet.
  3. Add the code to your:
  • Funnel (via Code element), or
  • Website (HTML/embed section).
  1. Publish the page — the widget will render inline within your content.
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⭐ Why This Feature?
  • Higher conversion potential
    by placing chat at key decision points (CTAs, forms, pricing sections).
  • Creates a
    more natural, less intrusive experience
    compared to floating widgets.
  • Gives businesses
    full control over chat placement and UX design
    .
  • Enables better alignment with
    funnel strategy and page storytelling
    .
📝 Notes:
  • Existing
    Sticky widget behavior remains unchanged
    .
  • Embedded and sticky widgets can be used
    together across different pages
    .
  • No changes to
    chat routing, messaging, or backend workflows
    .
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