Changelog

Follow up on the latest improvements and updates.

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Creating stunning app store visuals just got a major glow-up
We’re super excited to introduce Screenshot Generator inside App Customizer — your new go-to tool for crafting polished, branded, store-ready screenshots in just a few clicks 🚀
  • No more juggling tools
  • No more manual edits
  • No more last-minute design fixes
Everything now happens in one smooth, guided flow — from selecting device mockups to customizing and exporting final assets ⚡️
🌟
Why this is a big deal
  • Your app store listing = your first impression
  • Great screenshots = more trust + more installs 📈
  • Now you can create high-quality visuals faster, easier, and with consistent branding
🔥 Highlights
  • Multi-device magic
    - Create screenshots for iPhone, iPad, and Android — all in one seamless flow 📲
  • Mix & match like a pro - Start with automock screens or upload your own to tell a richer story
  • Customize backgrounds, colors, gradients, fonts, and captions to match your brand perfectly
  • Real-time preview - See every tweak instantly — no guesswork, just perfection :relieved:
  • Export in one tap - Download everything as a clean, organized ZIP — ready to publish 🚀
👷‍♂️
How to use
  1. Open Agency App Manager in Mobile App Customizer
  2. Click Screenshot Generator
  3. Step 1: Pick your devices :iphone:
  4. Step 2: Select screens / upload images
  5. Step 3: Customize styles & captions
  6. Hit Download Assets 📦
📝 Good to know
  • Supports iPhone, iPad, Android ✅
  • Upload formats: PNG, JPG, JPEG, SVG ✅
  • Add up to 10 custom screenshots ✅
  • Export only what you select ✅
  • Files download locally for quick use ✅
💫
The takeaway
Creating premium app store screenshots is no longer a design-heavy chore — it’s now fast, guided, and beautifully on-brand ✨
Give it a spin and make your app stand out like never before 🚀
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We’re excited to introduce
Public APIs for Ad Manager
, giving you the ability to
programmatically create, manage, and track campaigns
across
Facebook, Google, and LinkedIn
, all from a single place.
Whether you're an agency managing multiple clients or a business looking to automate your workflows, this release helps you
move faster, scale smarter, and reduce manual effort
.
✨ What you can do
  1. Create & Manage Campaigns at Scale
  • Create and manage campaigns across Facebook, Google, and LinkedIn
  • Set up ad sets/ad groups, targeting, budgets, and creatives
  • Publish campaigns across multiple platforms in one unified flow
What this means for you:
Launch campaigns faster, standardize your setup, and manage everything in a more streamlined way, especially as you scale.
  1. Connect Your Ad Accounts Easily
  • Connect and manage Facebook, Google, and LinkedIn ad accounts
  • Handle authentication and account linking seamlessly
What this means for you:
Spend less time on setup and more time on strategy. Easily manage multiple accounts without repetitive manual work.
  1. Access Unified Reporting & Insights
  • Fetch campaign performance data across platforms
  • Track key metrics like impressions, clicks, spend, and conversions
  • View performance in a consistent, cross-platform format
What this means for you:
Get a clearer picture of what’s working, without jumping between different platforms.
💡
Why This Matters
  1. All Your Ads, One System
    - No more switching between multiple platforms. Manage everything from a single, unified layer.
  2. Save Time with Automation
    - Reduce repetitive manual work by automating campaign creation, updates, and reporting.
  3. Launch Faster
    - Go from idea to live campaign in minutes by integrating Ad Manager into your workflows.
  4. Make Smarter Decisions
    - Use consolidated data across platforms to optimize performance and improve results.
  5. Built for Growth
    - As your campaigns and clients grow, your workflows can scale with you — without increasing complexity.
🔥 What This Unlocks
With Public APIs, Ad Manager becomes more than just a tool, it becomes a platform you can build on. You can now:
  • Automate campaign workflows end-to-end
  • Build custom integrations with your existing systems
  • Create scalable processes for managing multiple clients or campaigns
  • Lay the foundation for advanced use cases like AI-driven optimisation
You can now automatically calculate and apply taxes to your SaaS subscriptions using Stripe.
*
only applicable to SaaS V1 plans and subscriptions
✅ What’s New
  • Automatic tax calculation based on your customer’s location
  • Support for inclusive and exclusive pricing:
    Include tax within your plan price, or add it at checkout
  • Ability to assign tax categories (tax codes) for accurate tax treatment
  • Flexible overrides at category level for different SaaS plans
💡 Why This Matters
  • Stay compliant with global tax laws (VAT, GST, Sales Tax)
  • Choose how taxes are displayed to your customers
  • Ensure accurate tax handling for different types of SaaS plans
  • Reduce manual effort and avoid billing errors
📍 How to Set It Up
Follow this guide to enable automatic tax collection:
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Managing tax obligations across multiple jurisdictions is one of the most complex operational challenges for agencies reselling HighLevel. Knowing which states require sales tax registration, which countries charge VAT, how to classify different products, and how to generate invoices for sub-accounts, all while running a growing business, requires dedicated effort and expertise.
To help with this, we have launched Global Tax Compliance, powered by Stripe Tax. This feature helps agencies configure tax collection, generate tax invoices, and access tax reports for sub-accounts across 100+ countries. It is designed to reduce manual overhead, but tax compliance ultimately remains the agency's responsibility throughout.
> Enable from
Agency Settings > Labs > Global Tax Compliance
to get started.
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> ⚠️
Important Disclaimer
> Tax calculations in this feature are provided through Stripe Tax, a third-party tax service provider.
HighLevel makes no representations, warranties, or guarantees regarding the accuracy, completeness, or reliability of any tax calculations.
Your business is solely responsible for registering with all applicable tax authorities, verifying all tax calculations, and remitting collected taxes in compliance with local regulations. Always consult a qualified tax advisor before configuring or relying on this feature for compliance purposes.
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How Stripe Tax Works
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This feature is built on Stripe Tax, Stripe's tax calculation service. Understanding how it works helps you make informed decisions about whether it meets your specific compliance needs.
Each country handles tax on sold products and services differently. In the US, businesses deal with sales tax. Throughout Europe, it is called value-added tax (VAT). Canada and most Asia Pacific countries refer to it as goods and services tax (GST).
Tax applicability and rates vary by location and by the category of product being sold. For example, children's footwear is zero-rated in Ireland but adult footwear is not. Digital services are taxed at the standard rate in most EU countries, but e-books may be subject to a reduced rate. These rules differ across 100+ jurisdictions.
Stripe Tax uses the following data points to determine and apply tax rates:
  • Your business address:
    Used to determine your domestic tax obligations and how cross-border transactions are classified.
  • Your tax registrations:
    Which jurisdictions you are registered in determines where tax is applied.
  • Product tax codes:
    How each product is classified (SaaS, digital service, telecommunications, etc.) determines the applicable rate in each jurisdiction.
  • Customer location:
    The sub-account's billing address is used to determine which jurisdiction's rules apply to a transaction.
  • Customer tax status:
    Whether a customer is a business (B2B) or consumer (B2C) can affect tax treatment, particularly in the EU.
Who This Feature Is Designed For
US-based SaaS resellers
US sales tax rules vary significantly by state. Some states tax SaaS, others do not. Some tax SMS but not email. This feature allows you to configure tax collection per US state based on your Stripe Tax registrations, generate invoices for sub-accounts, and access reports to support your filing obligations. You remain responsible for determining where you have nexus, registering with the relevant state authorities, verifying calculations, and remitting collected tax.
Agencies reselling HighLevel in Europe
EU VAT compliance is complex, with country-specific rates and obligations such as OSS and IOSS for cross-border digital services. This feature supports EU VAT, OSS Union, OSS Non-Union, and IOSS configurations via Stripe Tax. It can help reduce manual invoicing overhead for agencies operating across multiple EU countries. Given the complexity of EU VAT rules, we strongly recommend consulting a VAT specialist before configuring and relying on this feature for compliance.
Global agencies and white-label SaaS businesses
If you operate across multiple countries, this feature allows you to configure tax collection for each jurisdiction where you have a Stripe Tax registration, covering 100+ countries. It is designed to reduce the manual effort of tracking, invoicing, and reporting tax across markets. Your obligations to register with local tax authorities, verify calculations, and remit taxes remain fully in place.
What's New
🌍 Multi-Jurisdiction Tax Registration
  • 100+ Countries Supported:
    Supports configuration for US state-level sales tax, Canadian GST/HST/PST at the province level, EU VAT across member states, OSS Union, OSS Non-Union, IOSS, and VAT/GST regimes across Asia Pacific, Latin America, the Middle East, and Africa, based on your Stripe Tax registrations.
  • Automatic Jurisdiction Sync:
    Complete your registration in Stripe Tax and return to HighLevel. Your registered jurisdictions appear automatically.
  • Registration Status Tracking:
    Each jurisdiction displays its current status: Active, Pending, Scheduled, or Expired.
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⚙️ Two Collection Modes
  • Automatic:
    Stripe Tax determines and applies tax rates to transactions based on your configuration. Note: Stripe Tax may apply additional per-transaction fees depending on your Stripe plan.
  • Manual:
    All tax calculation, collection, invoicing, and remittance for that jurisdiction are handled entirely by the agency outside of HighLevel. The platform does not calculate or apply any tax for jurisdictions set to Manual mode.
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⏱ Two Tax Treatment Options
  • On Recharge (Wallet Top-Up):
    Tax is applied at the time a sub-account adds funds to their wallet, based on the sub-account's billing address and your active registration for that jurisdiction.
  • At Month End (Actual Usage):
    Tax is applied at the end of the month based on actual product usage for the period. The amount is charged to the sub-account's wallet at the start of the following month. If the wallet balance is insufficient, it may go negative and trigger an auto-recharge.
  • Switching Treatments:
    Switching between treatments is scheduled to a future date to avoid mid-period disruptions.
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📦 Product Coverage
  • Usage-Based Products:
    Configure tax for SMS, email sends, AI usage, phone calls, WhatsApp messages, and other consumption-billed products.
  • Subscription-Based Products:
    Configure tax for recurring SaaS subscription plans. Configuration applies to new subscriptions created after setup. Existing subscriptions are not retroactively affected.
  • Marketplace Apps:
    Configure tax for third-party apps from the HighLevel Marketplace individually or in bulk.
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🏷 Product Tax Codes
  • Each product maps to a Stripe Tax Code used to classify it for tax purposes (SaaS software, digital services, telecommunications, etc.).
  • Use preset codes assigned by Stripe or customize per product.
  • Set a default tax code for products without a custom assignment.
  • Sync with Stripe at any time to pull the latest mappings.
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Default Settings
  • Configure preferred collection mode, tax treatment, and product taxability as a company-wide default.
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🧾 Tax Reports and Invoices
  • Tax invoices are generated per sub-account and jurisdiction for taxable transactions.
  • View, filter, and sort tax transactions by sub-account, jurisdiction, and month from the Tax Reports tab.
  • Download individual period reports or request a bulk ZIP file via email.
  • Sub-account owners can access and download their own tax invoices from their billing section.
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How to Enable
  1. Go to
    Agency Settings > Labs
    .
  2. Toggle
    Global Tax Compliance
    on.
  3. Go to
    Agency Settings > Stripe > Tax Compliance
    .
  4. Ensure all sub-accounts have a valid billing address (including zip code) under
    Billing > Payments > Billing Address
    . This is required for jurisdiction matching to function.
  5. Complete tax jurisdiction registrations in Stripe Tax. They sync to HighLevel automatically.
  6. Click
    Configure Tax
    next to any jurisdiction to set collection mode, tax treatment, and taxable products.
  7. Optionally configure
    Default Tax Settings
    to apply a consistent setup across all jurisdictions.
  8. Review and accept the legal confirmation, acknowledging your responsibilities as outlined.
Your Responsibilities
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Before enabling this feature, please review the following:
  • Tax registration:
    You are responsible for determining where you are required to register and for completing all registrations with the relevant tax authorities.
  • Calculation verification:
    Tax calculations are provided by Stripe Tax. HighLevel does not guarantee their accuracy. You are responsible for verifying that the amounts calculated are correct for your specific situation before remitting to authorities.
  • Tax remittance:
    Collecting tax through this feature does not remit it on your behalf. You are responsible for filing returns and remitting collected taxes to the relevant tax authorities in accordance with local regulations.
  • Professional advice:
    Tax obligations vary significantly by jurisdiction, business type, and product mix. We strongly recommend consulting a qualified tax advisor before configuring and relying on this feature.
Resources
What’s Improved?
We’ve refined the store deletion experience to ensure safer and more predictable behavior across the platform. Deleting a store will now only remove store-related pages, without impacting the rest of your website.
This update eliminates the risk of accidentally deleting the entire website when attempting to delete a store.
Key enhancements include:
  1. Scoped Store Deletion
  • Deleting a store from the Stores list will now remove only store-specific pages (Products List, Product Details, Cart, Checkout, Thank You).
  • Your main website pages (Home, About, etc.) will remain unaffected.
  1. Consistent Behavior Across Entry Points
  • Deleting a store from Store Settings follows the same behavior — only store pages are deleted.
  • Ensures consistency regardless of where the delete action is triggered.
  1. Website Deletion Remains Unchanged
  • Deleting a website from the Websites section will continue to delete the entire website, including any associated store pages.
  • Clear separation between “Delete Store” and “Delete Website” actions.
  1. Improved UI Clarity
  • Updated delete confirmation messaging to clearly communicate that only store-related pages will be deleted.
  • Reduces confusion and prevents unintended data loss.
How to Use It?
  1. Navigate to Stores and select the store you want to delete.
  2. Click on the three-dot menu or go into Store Settings.
  3. Click on Delete Store.
  4. Type DELETE in the confirmation modal and proceed.
Key Points to Note:
  • Only store pages are deleted — website pages remain intact.
  • Applies consistently across all store deletion entry points.
  • To delete the entire website (including store pages), use the Delete Website option under Website Settings.
  • This update significantly reduces the risk of accidental full-site deletion.
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🔍Overview:
Template Library is now integrated with the Marketplace, allowing users to install and sell templates in one place.
Browse, preview, purchase, and use templates or list your own to monetise all without leaving HighLevel.
❓Problem Statement :
Users had no way to discover, install, or monetize templates through a centralized marketplace.
Agencies couldn’t easily access premium templates, and creators had no streamlined way to distribute or sell their work.
🚀What We Did :
We integrated the Template Library with the HighLevel App Marketplace, enabling both template consumption and monetisation.
  • Added a Marketplace tab inside Template Library to browse and install templates
  • Enabled one-click template installation directly into Email, Funnel, and Website builders
  • Introduced template preview + purchase flow within Template Library
  • Enabled users/designers to sell templates via “Sell on Marketplace” option
  • Ensured seamless install via modal without leaving Template Library
✅Available To:
All agencies - via Labs
How to Activate:
  1. Go to Labs under settings in agency view
  2. Enable Template Marketplace Integration
🎯 Benefits :
  • New revenue: Sell and earn from your templates
  • More options: Access a wide range of templates
  • Faster setup: Install and use instantly
  • Creator friendly: Easy for designers to contribute
  • All in one place: Discover, buy, and use seamlessly
How to Discover
  • Go to Template library in agency view
  • Or Go to App Marketplace templates section
To Install Templates:
  1. Go to marketplace
  2. Browse or search for templates
  3. Click on a template to Preview
  4. Click Install (complete payment if applicable)
  5. Access the template in your builder under My Templates
To Sell Templates:
  1. Select a template --> Click on preview
  2. Click on 3 dots → Sell on Marketplace
  3. Submit your template for listing
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What’s New?
You can now add a
mandatory Terms & Conditions / Privacy Policy
consent checkbox to your Store Checkout, ensuring customers explicitly agree before completing their purchase.
This enhancement helps merchants stay compliant with legal requirements and aligns Store Checkouts.
Key Features:
  • Easy Toggle in Builder:
    Enable/disable “Terms and Conditions” directly from the Checkout element settings.
  • Customizable Text:
    Edit the label and add links for Terms & Conditions and Privacy Policy.
  • Mandatory Consent:
    Checkbox appears before the payment button and is unchecked by default.
  • Payment Blocking:
    Checkout is blocked with an inline error until consent is given.
How to Use It?
  1. Open your
    Store Builder
    and edit the
    Checkout Page
    .
  2. Select the
    Checkout element
    .
  3. In the right panel, scroll to
    Terms and Conditions
    .
  4. Toggle “
    Enable Terms and Conditions
    ” ON.
  5. Customize the text and insert links as needed.
  6. Save and publish your changes.
Key Points to Note:
  • The checkbox is
    mandatory when enabled
    — checkout cannot proceed without acceptance.
  • Positioned at the
    final step before payment
    for maximum visibility.
  • Fully supported across
    desktop and mobile
    .
  • Helps meet
    compliance requirements
    (EU, UK, regulated industries).
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We didn’t just manage social comments we brought community conversations into the same view. With this update, Comment Management now supports Communities, allowing you to view and reply to community comments directly from Social Planner.
No more switching tabs. No more missed conversations. Just one unified inbox for all engagement.
🚀 What’s new
  • Reply to Community Comments
  • You can now respond to community post comments directly inside Social Planner.
  • Manage conversations without navigating to the native community platform.
Profile Mentions Support
  • Mention community members in replies just like the native platform.
  • This keeps interactions natural and contextual.
Real-Time Sync with Native Platform
  • Edits made on the native platform automatically reflect in Social Planner
  • Always stay updated with the latest conversation context
Handle community comments alongside:
  • Facebook
  • Instagram
  • LinkedIn
  • Tiktok
All engagement workflows are now centralized in one place.
👷 How to use this feature
  • Go to Marketing → Social Planner → Comment Management
  • Open the Comments tab
  • View and reply to comments directly
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💡 Why it matters
  • Respond faster to community conversations
  • Reduce context switching between tools
  • Maintain consistent communication across platforms
  • Improve member engagement and experience
📝 Notes
  • Attachments are not supported in replies
  • Course mentions and event mentions are not supported currently
  • Comment editing is not available from Social Planner
  • Edits made on the native platform will reflect in Social Planner
  • Maximum comment length: 8000 characters
Setting up Custom Objects is now easier with Custom Object Templates: pre-built, industry-specific configurations you can apply in one click. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations - so you can skip the setup and start operating.
What's New
Following pre-built industry specific templates are available :
  • 🏡 Real Estate : Properties and Transactions
  • 🛡 Insurance : Policies and Claims
  • 🚗 Automotive : Vehicles and Service Orders
  • 💻 SaaS : Subscriptions and Billing
  • 🎟 Events : Events and Tickets
  • 🐾 Pets : Pets and Pet Care
  • 🏠 Home Services : Service Jobs and Projects
Each template includes:
  • Pre-configured Custom Objects with industry-relevant fields
  • Fields grouped into folders for cleaner navigation
  • Associations that connect records to the right contacts and companies
For Agency Admins
Custom Object templates are part of the existing Template Library, so the controls work the same way you already know. From Template Library → Settings, you can:
  • Hide or show Custom Object templates per sub-account
  • Hide entire categories globally to keep the experience focused on your niche
How to Use
  1. Go to Settings → Objects
  2. Add Custom Object → Use a template
  3. Pick a template → preview it → click Import objects to apply.
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new

Opportunities and Pipelines

Opportunity Smart Lists

Managing opportunities just got more flexible.
You can now create
Opportunity Smart Lists
to save a customized opportunity view with your preferred
filters, sorting, and visible fields
— and reuse that view anytime without setting it up again.
This helps teams quickly switch between the opportunity views they use most.
What’s New?
  • Added
    Opportunity Smart Lists
    inside Opportunities
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  • Save your preferred: advanced filters, sort order and visible fields
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  • Create Smart Lists in either:
    Board view
    or
    List view
  • Choose where a Smart List appears: all pipelines or selected pipelines only
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  • Set a Smart List as the
    default view
    for specific pipelines
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  • Default views apply for
    all users in the sub-account
    , not just the person setting it
  • Duplicate an existing Smart List to quickly create another version
  • Export Smart List results to
    CSV
  • Share Smart Lists with: admins only, all users or selected users
  • Give shared users either
    view access
    or
    edit access
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  • Copy and share a direct link to a Smart List
  • Save updates back to the same Smart List or save them as a new one
  • Added a
    Manage Smart Lists
    page to view all Smart Lists in one place
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How It Works
  • Turn on
    Opportunity Smartlists – Views & Defaults
    from
    Subaccount Labs
  • Go to
    Opportunities
  • Create a new Smart List in
    Board view
    or
    List view
  • Apply the filters, sorting, and fields you want
  • Choose which pipelines the Smart List should appear in
  • Name the Smart List and save it
  • Reopen it anytime to continue editing, sharing, exporting, or duplicating it
  • Open
    Customize list
    to update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List
Why It Matters
  • Reduces repetitive setup for teams working in Opportunities
  • Makes it easier to return to the exact views you use most
  • Helps standardize pipeline views across users
  • Makes sharing important filtered views much easier
  • Gives admins better control over how opportunity views are organized
Notes
  • This feature is currently available in
    Subaccount Labs
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  • By default, Smart Lists are shared with
    admins only
  • Users with
    edit access
    can also change sharing permissions
  • Default views are set at the
    sub-account level
    , not per individual user
Feedback
This is a highly requested feature and we’d love feedback as more teams start using it.
Go to
Labs
in your sub-account to enable the feature and share feedback.
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