Follow up on the latest improvements and updates.

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March 18, 2026

new

improved

Calendar

📅 Enhanced Appointment Booking Experience in Opportunities

🧭 Overview

We’ve upgraded the appointment booking experience

inside Opportunities

to make scheduling and updates more seamless and consistent.

Previously, booking or updating appointments within an opportunity relied on an interface only useful for scheduling meetings. With this update, we’ve introduced the

new appointment modal

— bringing the same full-featured scheduling experience used across Calendars (meetings, services and rentals) into Opportunities.

✅ What’s New

A modern appointment booking and editing experience is now available within Opportunities.
Users can now create or update appointments using the same flow as Meetings, Services, and Rentals.
If an appointment already exists, it opens with pre-filled details for easy editing.
Supports a consistent experience across different scheduling types.

Each opportunity is currently associated with a single appointment, which can be updated as needed, with support for multiple appointments coming in the next enhancement.

🔐 How It Works

Navigate to
Opportunities
> Open an opportunity
Clicking
Book/Update Appointment
will now show the new appointment modal.
If no appointment exists, users can
create
a new one.
If an appointment already exists:
Users can
view, edit, or delete
it
Editing opens with pre-filled data for faster updates

🎯 Why This Matters

Brings a
consistent scheduling experience
across the platform.
Reduces friction when creating or updating appointments within Opportunities.
Ensures users have access to
full scheduling capabilities in one place
.
Improves clarity by keeping appointment data tied directly to the opportunity.

March 18, 2026

new

improved

QR Codes

New QR Code Styling Options: Shapes, Borders, and Rim Text

We’ve added new design options to help you create more polished and engaging QR codes.

🆕 What’s New

New QR code shapes:
You can now choose from Rounded and Circular QR code shapes for a more modern look.

Border and frame customization:
You can now add a border or frame to your QR code and customize its color to better match your branding.

Rim content:
You can now add CTA text to the top and bottom of your QR code to make it clearer and more action-oriented.

📍 Where to Find It

Navigate to Sites > QR Codes.
Choose your QR Type.
Then go to the QR Color and Shape step
Shape & Form
: Choose Rounded or Circular QR code shapes
Border and Frame
: Add a border or frame and customize its color
Rim Content
: Add text to the top and bottom of the QR code

💡 Why It Matters

These updates give you more flexibility to design QR codes that:

look more visually appealing
better match your brand
make your call to action clearer
These features are available across all QR code types.

March 17, 2026

new

Opportunities and Pipelines

Collapse & Resize Pipeline Stages in Kanban View

Managing pipelines just got a lot easier.

You can now collapse, expand, and resize stages in the Opportunities Kanban view—so you can focus only on what matters.

👀 What’s New

Collapse and expand stages in Kanban view

Resize columns to prioritize important stages

Layout preferences are saved automatically (per user)

⚙️ How It Works

Go to
Opportunities → Kanban view
Click on a stage header (< / > icons) to collapse or expand it
Drag column edges to resize stages
Double-click the divider to reset a column to its default size

⭐ Why It Matters

Clean up clutter in large pipelines
Focus on high-priority deals
Customize your workspace without affecting your team
Better visibility, less scrolling

📝 Notes

Layout preferences are stored locally (browser-based). Bringing it to smart views soon so you can save changes permanently
Changes are user-specific and won’t impact other users

March 17, 2026

new

Contacts

Notes just got smarter for the contacts page!

Overview

We’ve upgraded the Notes section in GoHighLevel CRM to make it more structured, searchable, and actionable. Previously limited to plain text entries, notes can now be organized and prioritized more effectively. These enhancements are designed to improve productivity and streamline contact management workflows.

What’s new?

Note title
– Add a clear heading for better structure and searchability.
Color-coded notes
– Visually categorize notes for faster identification.
File attachments
– Add supporting documents directly to notes.

Pin notes
– Keep critical notes fixed at the top of the timeline. Maximum of 2 notes can be pinned.

The
search functionality
is on both the title and the description.

How to use?

Navigate to a contact and open the Notes section from the right panel.
Click Add Note, enter a title and description.
Select a color label, pin if needed, and attach files.
Save the note to keep it organized within the contact timeline.

Why this matters?

Helps teams quickly identify high-priority or critical information.
Improves organization with visual categorization and structured titles.
Centralizes documentation by attaching relevant files to notes.
Reduces time spent searching for key contact insights.

What’s next?

Rich text editor for better formatting
Ability to rearrange notes manually.
Ability to tag users
Auto-save or save draft functionality.
Microphone support to dictate notes.

Stay tuned — we’re continuing to make Notes more powerful and productivity-focused!

March 17, 2026

new

New Asana actions in workflows - Find Project and Find section

Find Project

Easily search and retrieve an Asana project within your workflows.

What it does:

Locate projects by name and retreive its project ID
Use the project data in downstream steps

Why it matters:

No more hardcoding project IDs or saving in custom value picker.

Find sections:

Find sections within a specific Asana project to use the schema in subsequent actions. Outputs a section ID.

What it does:

Fetch sections and their ID inside a selected project
Dynamically route and create tasks in the specific section

Why it matters:

Earlier creating tasks in a specific section wasn't possible because users had to harcode the particular section ID, with this we can find it dynamically.

Use Cases

Using find project - Users can retrieve the project ID with the name instead of saving the project ID in custom value pickers.
Using the section ID from Find section action, you can pass this dynamically into "create task" to create a task in that particular section.

March 16, 2026

new

Email Builder

Email AI + Knowledge Base Integration 🚀

Email AI can now leverage the Knowledge Base to generate more accurate and helpful responses using available help articles.

🚀

What we did

Integrated
Email AI with the Knowledge Base
to enable AI responses based on existing help articles.
Email AI now automatically
references available knowledge base articles
when generating responses.
Newly added or updated articles are automatically included
, ensuring responses stay up to date without manual configuration.

✅

Benefits

Provides more accurate and
contextual email responses
based on verified help content.
Ensures responses
stay up to date as new knowledge base articles
are added.
Reduces manual effort
by automatically leveraging existing help documentation.
Acts as a
platform guide
for the users to navigate through the UI without raising tickets.

Reference Images

March 16, 2026

new

Phone System

Dialer: Auto-minimize, Pin & Drag

16th of March, 2026

Dialer: Auto-minimize, Pin & Drag

The dialer now minimizes automatically when you click anywhere outside it, so you can quickly glance at contact details or pipeline info without manually closing it.

Want it to stay open? Click the pin icon to lock the dialer in place - it'll stay put until you unpin it or minimize it manually.

You can also drag the dialer anywhere on screen. If you've pinned it, it'll remember its position and reopen right where you left it.

March 16, 2026

new

Funnels and Websites

SEO

Schema Markup Using AI

Phase 2 of the Schema Markup Generator introduces AI Flow — letting users generate, edit, and delete schema markup using AI, directly inside the Website & Funnel Builder. No manual field-filling. No schema-type guesswork. The AI reads your page content, picks the right schemas, populates the fields, validates, and saves — automatically.

Why This Feature

Choosing the right schema type and filling in every field correctly is still a barrier for most users. AI Flow removes that entirely — reducing schema implementation from 20–30 minutes to under 2 minutes per page. With AI-powered search growing rapidly, structured data now drives LLM citations (ChatGPT, Perplexity) and Google AI Overviews, not just traditional rich results.

Key Highlights

AI-Powered Generation – AI analyzes your page and generates the most relevant schema types, at the right hierarchy level, with fields pre-populated from live page data
Full CRUD via AI – Add new schemas, edit existing ones, or delete schemas — all through conversation
Conversational Refinement – Ask the AI to swap a schema type, adjust a field, or add a custom value mid-session
Auto-Save After Validation – AI-generated schemas are validated and saved automatically. No separate save button
All Schema Types Supported – AI can generate any of the 201+ schema types across the 3-tier hierarchy — not limited to the 12 Phase 1 types
Dual Entry Point – If Funnel AI is enabled, AI Flow runs inside the Funnel AI panel. If Funnel AI is disabled, a dedicated Schema Markup AI pane opens in the left panel (schema operations only — no page building or content generation)

How to Use

Enable: Agency Settings → Labs → Search "Schema Markup Generator" → Activate (same flag as Phase 1 — no new flag needed)
Access: Website/Funnel Builder → Edit Page → SEO & AI search optimization (left panel) → Schema Markup → Create with AI

Steps

Click Create with AI — opens Funnel AI panel (if enabled) or Schema Markup AI pane (if Funnel AI is disabled)

AI reads page content and generates applicable schemas with pre-populated fields

Optionally refine via chat — add, remove or modify schemas
Schemas are auto-saved after validation — review under Schema Markup → Active Schemas

Publish the page to push schema live in the page <head>

Good to Know

Schema is NOT auto-generated when creating a new page with AI — trigger it separately after content is finalised
If the page has no content, AI will show an error and will not generate schemas
Schema is page-specific — it does not carry over to other pages or funnel steps

March 16, 2026

fixed

SaaS Mode

⚠️ Update to SaaS V2 Plan Upgrades

To ensure accurate billing, we’ve temporarily adjusted how upgrades work for SaaS V2 subscriptions.
What Changed
For SaaS V2 subscriptions, upgrades can now only happen within the same billing interval:
✔ Monthly → Monthly upgrades allowed
✔ Yearly → Yearly upgrades allowed
❌ Monthly → Yearly upgrades temporarily disabled
❌ Yearly → Monthly changes temporarily disabled
Why This Update Was Made
This change prevents incorrect billing scenarios that could occur when switching between monthly and yearly plans in the current SaaS V2 system.
What’s Next
We’re actively working on supporting billing interval changes in SaaS V2, which will restore this capability in the future.
No action is required from agencies or clients — the system now automatically prevents unsupported upgrades to keep billing accurate.

March 14, 2026

new

Introducing New Templates

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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🚀 2 New Website Templates Published
  🚀
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Marketing Agency - 1
Medical - 1
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🚀 1 New Email Templates Published
  🚀
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Marketing Agency - 1
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🚀 1 New Form Templates Published
  🚀
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Health & Wellness - 1
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🚀 1 New Survey Templates Published
  🚀
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Insurance - 1
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🚀 4 New Social Templates Published
  🚀
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Insurance - 2
Holidays - 2
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🚀 5 New Facebook Ad Templates Published
  🚀
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Automotive - 1
Business Coaching & Consulting - 1
Beauty & Fashion - 1
-----------------------------------------------------
🚀 5 New Google Ad Templates Published
  🚀
-----------------------------------------------------
Creative - Salsa Instructor
Finance - Tax Accounting
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📣 1 New Snapshot
 📣
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Restaurant & Bar - Caterer

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