Contents
- Communities
- Online Courses
- Online Portal
- GoKollab Marketplace
- Affiliate Marketing
- Visitor Insights Unveiled
- Templates Now Retain Your Custom Data
- Smart Field Assignment for Teams
- Flexible Styling Options for Funnels and Websites
- Tailored Calendar Access for Your Team
- Easier Google Calendar Setup
- Fine-Tune Your Email Layouts
- Custom Borders for Standout Emails
- Organise Media Folders with Ease
- Track Email Success Like a Pro
- Personalised Review Request Emails
- Stay Compliant with SMS Updates
- Know Your Audience Better
- Custom Answers in Forms and Surveys
- Recover Deleted Media Files
- Seamless WooCommerce Integration
- Revamped Dialer Experience
- Dynamic Timers Made Simple
- Deeper AI Response Insights
- Faster Checkout with Address Autofill
- Reliable Third-Party Image Hosting
- Highlight Your Best Blog Content
- More Payment Options with Stripe
- Smoother Google Business Profile Setup
- Redirect Clients After Signing
- Flexible Payment Choices in Forms and Surveys
- Revenue Insights at Your Fingertips
- Secure Third-Party App Connections
- Control AI Conversations
- Verify Toll-Free SMS Easily
- Manage Multiple Facebook Pages
- Smarter Subscription Payment Handling
- Better Mobile Menu Display
- Smarter Contact Search Workflows
- Streamlined WordPress Integration
- More Languages for Booking
- Filter by Terms Acceptance
- Resolve Phone Suspensions Faster
- Manage Media on the Go
- Simplified Company Settings
- Bulk PDF Uploads and Rearrangement
- Automated Appointment Notes
- Sharper QR Codes, New Formats
- Enhanced Mobile Contact Management
- Clearer Calendar Activity Tracking
- Auto-Deactivate Payment Links
- Auto-Apply Coupons to Payment Links
- Compare Metrics on Your Dashboard
- Special Characters Fixed in Docs
- Improved Custom Code Handling
- Smarter Template Library Search
- Monitor Reviews from 40+ Platforms
- Manage Custom Objects in Workflows
- Payment Plans in Documents
- Better Accessibility Across Features
- Add Images to Course Comments
- Introducing New Templates
Communities
Our brand new Communities capability enables you to roll out your very own fully featured, customizable social media platform to cultivate a community around your business, build rapport and provide customer support.
Why: Build loyalty, boost engagement, and cut marketing effort. Simplify support and connection.
Click here for more details on Communities.
Online Courses
Our brand new Online Courses capability offers users a fully featured Learning Management System, ideal for coaches and teachers to publish and sell all manner of online training.
It’s a comprehensive system with categories, lessons, audio, video, quizzes, assignments, certificates and more. Lockable/dripped content, payment options, customizable design themes, custom colours, logos, & advanced code options.
Why: It’s an effortless way to sell online courses—no tech headaches, just revenue on autopilot.
Click here for more details on Online Courses.
Online Portal
The brand new Online Portal capabilty is a portal where your clients can log in to access courses, communities, invoices, and affiliate activity. Customise the domain, branding, and design elements with CSS, JavaScript, and tracking codes to match your business identity.
Why: Give clients an easy way to access courses, communities, invoices, and more — so you look more professional and organised.
Click here for more details on Online Portal.
GoKollab Marketplace
Our brand new GoKollab Marketplace integration makes your community and courses discoverable, helping you grow your audience.
Why: You can increase engagement and connect with like-minded people, expanding your reach with minimal effort.
Click here for more details on GoKollab Marketplace.
Affiliate Marketing
Our brand new Affiliate Marketing capabilty is a complete system for managing affiliate marketing to promote sales of your Ecommerce products, Funnel sales including courses and community memberships, Survey submissions, Form submissions, Calendar bookings and external website sales.
Why: By using affiliate marketing, you get your biggest fans to do the selling for you. Let your affiliates drive revenue while you focus on running your business. Scalable, automated, and effortless.
Click here for more details on Affiliate Marketing.
Visitor Insights Unveiled
We’ve added a handy feature to track where your website and funnel visitors are coming from. The new Top Visits by Country section in the Concours Pro analytics dashboard gives you a clear view of your audience’s global spread, complete with an interactive heatmap.
Here’s what you get:
- A visual heatmap showing which countries are visiting your site most.
- Spot trends and tweak your marketing with detailed country breakdowns.
- Pinpoint high-potential regions to focus your growth efforts.
- A list of the top 10 countries driving traffic to your funnels and websites.
- Quickly notice unusual traffic spikes—whether it’s organic growth or something unexpected.
- Tailor your content for regions showing strong engagement.
How to check it out: Head to Sites > Analytics, pick either Funnels or Websites from the dropdown, set your preferred date range, and scroll to the Top Visits by Country section. The heatmap makes it easy to see everything at a glance—perfect for making smarter decisions without drowning in numbers.
Templates Now Retain Your Custom Data
We’ve sorted out an issue where custom values in fillable text fields vanished when converting documents to templates. Now, your entries stick around, saving you from tedious rework.
How to use it: Add your custom details into the fillable fields, hit Convert to Template, and rest easy knowing everything stays put.
Smart Field Assignment for Teams
We’ve rolled out a clever update for teams using Documents & Contracts. You can now set signature fields to automatically assign to the crew member sending the document, rather than locking it to the template creator.
How it works:
- In your template, pick a field like Signature and set it to Sender under Properties.
- Save it, and when any authorised team member uses the template via Use Template, those fields will link to them as the sender.
Note: In workflows, fields set to “Sender” will tie to the business user who last edited the document, as workflows often trigger via contacts rather than a specific sender.
This cuts out the hassle of reassigning fields manually, letting your team get documents out faster and with less confusion.
Flexible Styling Options for Funnels and Websites
We’ve upgraded the Funnels and Websites Builder with more control over styling. You can now pick from a range of CSS units—px, %, em, rem, vh, and vw—right from a dropdown.
What’s improved:
- Choose your unit easily with a dropdown—no more manual typing.
- See changes apply instantly to your elements as you tweak them.
- Enjoy a smoother process with an intuitive interface.
How to use it: Open your funnel or website, click an element to style, head to the settings panel, and select your unit from the dropdown next to the styling property. Adjust as needed and watch it update in real time.
It’s a simple way to get precise control over your designs without the fuss.
Tailored Calendar Access for Your Team
We’ve enhanced user permissions in the Calendar module, giving you more control over who sees and manages what.
What’s new:
- Set specific View and Manage permissions for Calendars, Appointments, and Groups.
- Limit users to only see appointments and calendars they’re assigned to.
- Grant precise manage rights for creating, editing, or deleting specific items.
This keeps your scheduling secure and streamlined, letting your team focus on what matters while giving you peace of mind.
Easier Google Calendar Setup
Connecting your Google Calendar just got simpler. No need to link your full Google account anymore—now you can connect just your calendar directly from the Calendar Connections tab, similar to Outlook and iCloud.
What’s changed:
- Link only your Google Calendar, not the whole account.
- We only ask for Calendar and Google Meet access—keeping it secure.
- The process now matches other third-party calendar integrations.
- The Integrations tab now points you to Calendar Connections for setup.
How to set it up: Go to Settings > Calendars > Connections > Add New, select Google Calendar, hit Connect, and authorise with your Google account. If you use Google Meet, it’s auto-enabled—just ensure a Google Calendar is linked to generate meeting links.
It’s a faster, safer way to keep your calendar in sync.
Fine-Tune Your Email Layouts
We’ve added margin editing to the Email Builder, letting you adjust spacing between layouts and text tags like headings and paragraphs.
What you can do:
- Tweak margins between layouts for a cleaner look.
- Set spacing before and after text tags for better flow.
Where to find it: For layouts, edit one and adjust margins in the settings. For text spacing, go to Appearance > Typography Settings, enable a text tag, set your spacing, and save.
It’s a subtle way to polish your emails and keep them easy on the eye.
Custom Borders for Standout Emails
Make your emails pop with new border customisation options in the Email Builder.
What’s on offer:
- Pick any colour for your borders.
- Adjust thickness to suit your style.
- Set corner roundness with radius controls.
- Apply unique settings per edge or keep it uniform.
How to use it: Edit a layout, head to Border Settings, and tweak colour, thickness, and radius. New templates start with zero spacing on text tags, while text elements have a default 12px padding.
It’s an easy way to add some flair without overcomplicating your design process.
Organise Media Folders with Ease
Moving entire folders in Media Storage is now a breeze. Shift folders, including all files and subfolders, to keep your media tidy.
How to move them:
- Find your folder in Media Storage.
- Click the three-dot menu and pick Move to Folder.
- Choose an existing folder or create a new one, then confirm.
Everything moves together—no need to recreate or duplicate anything. It’s a simple way to stay organised without the clutter.
Track Email Success Like a Pro
We’ve added tracking for your top five email campaigns, now based on click rate and open rate alongside revenue.
Why it’s useful:
- Get a sharper view of how your campaigns engage your audience.
- Use the data to refine future emails for better results.
- Make smarter choices with multiple metrics at hand.
How to see it: Head to Email Marketing > Statistics, then filter by Revenue, Click Rate, or Open Rate. For SMTP users, focus on click rate and revenue since delivered counts aren’t tracked.
It’s a straightforward way to see what’s working and tweak what’s not.
Personalised Review Request Emails
We’ve made recurring review request emails in Reputation Management more flexible. Now you can assign different templates to keep things fresh and engaging.
What you can do:
- Use varied templates for a personal touch in each email.
- Pick from pre-designed options to save effort.
- Tweak templates to match your brand’s voice.
How to set it up: Go to Reputation Management > Email Review Requests, enable recurring requests under Maximum Retries, choose templates for each follow-up, customise, and save. It’s a hassle-free way to boost engagement and encourage more reviews.
Stay Compliant with SMS Updates
We’ve tightened up SMS compliance features to keep your messaging on the right side of regulations like A2P 10DLC, while building trust with your recipients.
What’s new:
- The first SMS in every conversation—like Missed Call Text-Back or review requests—auto-adds your business name and opt-out text (e.g., “Reply STOP to unsubscribe”) unless it’s already there.
- Trial accounts and new locations can’t disable these settings, keeping you compliant from day one.
- Users and admins can’t turn off these options either, ensuring consistency.
- Opt-out text only appears if it’s missing, avoiding duplicates.
- The SMS Compliance tab is now cleaner and easier to navigate.
Where to find it: In account view, go to Settings > Phone Numbers > Advanced Settings > SMS Compliance. Hit Customise to tweak the default text where allowed.
It’s a no-fuss way to stay compliant and keep your messaging flowing smoothly.
Know Your Audience Better
We’ve expanded Site Analytics with Top Browsers and Top Client IPs, giving you more insight into who’s visiting your funnels and websites.
What’s included:
- See the top 10 browsers your visitors use, with usage percentages to spot trends.
- Fix compatibility issues by knowing what browsers your audience prefers.
- Track the top 10 IP addresses hitting your site to catch unusual patterns.
How to access it: Log in, go to Sites > Analytics, select Funnels or Websites, pick a date range, and scroll to see browsers, IPs, and page views. It’s an intuitive way to tweak your site and spot anything odd.
Custom Answers in Forms and Surveys
We’ve added an “Other” option to forms and surveys, letting respondents type their own answers for more flexibility.
What you get:
- Users can select “Other” and add a custom response.
- Custom answers are captured and stored with all submissions.
- See these responses alongside standard ones in your reports.
How to add it: Edit your form or survey, hit Add Other Option next to a multiple-choice field, and save. It works with checkboxes and radio buttons, making it easy to gather richer data.
Recover Deleted Media Files
Media Storage now has a trash function, giving you 30 days to recover deleted files before they’re gone for good.
How to use it:
- Deleted files go to the trash section—find it via the three-dot menu in Media Storage.
- Review deleted files, then choose Restore to bring them back or Delete Permanently to clear space.
It’s a safety net that keeps your media management stress-free.
Seamless WooCommerce Integration
Store owners can now bring their WooCommerce products and collections into Concours Pro with ease, alongside orders, contacts, and transactions.
How to set it up:
- Go to Settings > Integration > WooCommerce in your account.
- Hit Connect, enter your store URL, and follow the steps.
- Choose what to import—Contacts, Orders, Transactions, Products, and Collections.
- Set ongoing sync options for the same elements.
- Save and let it process—manage sync settings anytime or reconnect to reimport.
Key notes:
- Only Simple and Variable products import—zero-priced or variant-less ones stay out.
- Published products get the “Include in Online Store” toggle on; others don’t.
- WooCommerce remains the master source for product info, and deletions won’t sync.
- Orders now pull in linked products and images, and authentication errors trigger a reconnect email.
It’s a smooth way to keep your e-commerce humming without juggling platforms.
Revamped Dialer Experience
The refreshed dialer is now your default for calls, designed to save time and simplify your day.
What’s new:
- A clean, fresh look that’s easy to use.
- Transfer incoming calls, not just outgoing ones.
- Start dialling instantly—contacts auto-search as you type.
- Access Contacts and Recent Calls with one tap.
- Add notes or tags post-call from the Recents screen.
- Navigate IVR menus with the dialpad—no more dead ends.
Dynamic Timers Made Simple
We’ve made dynamic timers in emails more flexible—set them to end after a specific duration from when the email is sent or opened, without a fixed end time.
Ideas to try:
- A 2-hour discount from an abandoned cart email.
- A 24-hour birthday offer after the email’s opened.
How to set it up: Go to Countdown Timer, create a new timer, select Dynamic, set the duration, and turn off Set End Time. Clone the timer if reusing it for another contact.
It’s a practical way to create urgency that fits your schedule.
Deeper AI Response Insights
We’ve beefed up the Response Info feature in Conversation AI with three handy additions.
What’s included:
- Agent Preview: See the Agent Name in AI Message Details for easier tracking.
- Chat History Tab: Check past conversations used to craft the AI’s response.
- Action Execution History: View all actions triggered—like booking appointments or updating fields—for better transparency.
How to access it: In Conversation View, click Response Info. The panel shows the response, prompt, intent, and data chunks, with tabs for chat history and action details.
It’s a clear way to see how your AI is working and tweak it if needed.
Faster Checkout with Address Autofill
We’ve added an Auto-Complete Address feature to e-commerce checkout pages, powered by Google, to speed up the process and cut down on errors.
What you get:
- Real-time address suggestions as customers type—covering Address, City, Country, State, and Postal Code.
- Works across all checkout flows for a consistent experience.
- Agencies can enable and re-bill this feature at their own rate—think extra revenue potential.
How to turn it on: Go to Store > Checkout Page > Advanced Settings and toggle on Auto-Complete Address.
It’s a small tweak that makes buying easier and deliveries more reliable.
Reliable Third-Party Image Hosting
We’ve sorted out a smarter way to handle images from Unsplash and Pixabay. Now, when you use them, we copy them to our servers.
What this means:
- Images stay live in your funnels, blogs, or emails even if the original source deletes them.
- They only hit your “My Media” if you save them via Add Image to My Media—otherwise, they stay hidden to keep things tidy.
It’s a quiet fix that keeps your content looking sharp without extra effort.
Highlight Your Best Blog Content
You can now pin a featured post to your blog, perfect for showcasing key content that drives engagement.
Why it’s handy:
- Keep important posts—like announcements or top performers—front and centre.
- Boost interaction by keeping high-value content visible.
- Support SEO and dwell time with frequently visited pinned posts.
How to add it: Go to Sites > Blogs, pick a blog, click to edit, add the Featured Post element, choose your post, set the layout, and publish. The Media Library also supports images and videos in blogs now.
It’s a smart way to guide readers to what matters most.
More Payment Options with Stripe
We’ve expanded Stripe payment methods for customers in the UK, Australia, Malaysia, and the US, making it easier to collect payments your way.
New options:
- BECS Direct Debit (Australia Only): Take payments from bank accounts with a mandate and agreement.
- Zip Pay (Australia Only): Let customers split payments with a plan.
- BACS Direct Debit (UK Only): Accept payments from UK bank accounts with a mandate.
- FPX (Malaysia): Process online payments via bank credentials.
- CashApp (US): Tap into this popular digital wallet.
- GrabPay (Malaysia): Use this widely adopted digital wallet.
These options give your clients more flexibility, potentially boosting your conversions.
Smoother Google Business Profile Setup
We’ve polished the Google Business Profile integration, making it easier to connect and manage multiple pages.
What’s better:
- Select a group to see all linked pages, or pick pages directly if no groups exist.
- Search for pages quickly when you’ve got a lot to handle.
- Review your chosen pages before confirming the connection.
- Progressive pagination prevents crashes with large page lists.
It’s a streamlined setup that saves time and cuts out errors.
Redirect Clients After Signing
Now, when a client signs a document or pays through Documents & Contracts, you can send them to a custom URL.
How to set it up:
- Globally: Go to Payments > Documents & Contracts > Settings, enable Redirect to a Custom URL, add your link, choose how it opens, and save.
- Per Template: Edit a document or template, hit Settings, toggle on redirection, enter the URL, and save.
It’s a neat way to guide clients to the next step—like a thank-you page or booking link—without extra clicks.
Flexible Payment Choices in Forms and Surveys
We’ve added manual payment options to forms and surveys, perfect for selling products with offline methods.
What’s new:
- Offer Cash on Delivery or custom methods like bank transfer or cheque.
- Track orders in Payments > Orders with a “Pending” status—mark them paid and note the method.
- Payment updates sync to the Submissions section automatically.
How to enable it: Go to Payments > Integrations > Manual Payment Methods, turn on COD or custom options, set descriptions, and ensure it’s active for forms and surveys.
It’s a versatile way to keep payments organised while giving clients options.
Revenue Insights at Your Fingertips
New Payment Widgets on your account dashboard let you track revenue trends without digging through reports.
What you can see:
- Total revenue and monthly trends for one-time and recurring payments.
- Paying customer trends, plus success and failure rates.
- Revenue by channel, subscription changes, coupon use, invoices, and refunds.
How to add them: Open your Dashboard, click Edit > Add Widget, pick from the Payments category, customise filters and styles, and save.
It’s a quick way to spot growth patterns and fine-tune your cash flow.
Secure Third-Party App Connections
We’ve introduced OAuth to the App Marketplace, making it safer and easier to connect third-party apps.
What’s included:
- Use OAuth for secure account connections.
- We handle access token refreshes behind the scenes.
- Reconnect easily if a link breaks or scopes change.
- Authentication kicks off right after installation.
- Bulk installs let each account connect independently.
It’s a reliable way to expand your workflows with trusted integrations.
Control AI Conversations
The new Stop Bot Action in Conversation AI lets you pause the bot when certain conditions are met, keeping chats clean and relevant.
How to configure it:
- In Bot Goals, click Stop Bot and open the setup panel.
- Name the scenario, enable it, set a trigger condition (e.g., “User says goodbye”), add example phrases, and write a final message.
- Set a reactivation timer—5-10 minutes is ideal—and add a custom tag if needed.
Tip: Test your triggers to avoid stopping the bot too soon. It’s a tidy way to manage AI without clogging up conversations.
Verify USA Toll-Free SMS Easily
USA Toll-free numbers now need business info verified to send SMS, and we’ve made the process straightforward.
How to do it: In Settings > Phone Numbers > Manage Numbers, spot the “Verification Required” icon, click it, and fill in business details, address, and messaging use case across three screens. Once submitted, verification typically wraps up in a few business days.
It’s a simple step to keep your International SMS running smoothly.
Manage Multiple Facebook Pages
Multi-page Facebook support is now standard for all accounts, streamlining your social efforts.
What you can do:
- Sync leads from multiple Facebook Lead Ads with source tracking.
- Chat across Facebook and Instagram pages in one place.
- Automate engagement workflows for multiple pages.
- Handle reviews and responses across pages.
- Use the mobile app and Conversation AI for multi-page messaging.
- Troubleshoot permissions with built-in alerts.
Note: Update to mobile app v3.92.1 for full access. It’s a game-changer for managing multiple outlets or profiles effortlessly.
Smarter Subscription Payment Handling
You can now set up to three retries for failed subscription payments, with custom gaps of 1, 3, 5, or 7 days.
How it works:
- Default is three retries, one day apart—adjust as needed in Payments > Settings > Subscription.
- Changes apply to existing and new subscriptions, even mid-retry.
- If all retries fail, choose to keep it “Unpaid” or shift to “Cancelled” via a checkbox.
Supported providers: NMI, Authorize.net, Square. It’s a practical way to recover payments without manual chasing.
Better Mobile Menu Display
We’ve fixed text overflow in mobile navigation menus, so text now wraps neatly to a new line.
It’s a small tweak that keeps your mobile funnels and websites looking sharp and readable.
Smarter Contact Search Workflows
The Find Contact action in workflows now supports branching, letting you set different paths based on whether a contact is found.
What’s changed:
- Existing actions can switch to branch flow—new ones start with it.
- Post-switch, actions follow the “Contact Found” branch, with no reverting.
It’s a flexible update that makes your workflows more responsive without extra steps.
Streamlined WordPress Integration
The LC Plugin 2.0 makes embedding Concours Pro features into WordPress a breeze—no manual coding needed.
What’s new:
- Use shortcodes to add phone numbers and forms to any page.
- Enable SMTP with one click if a domain’s connected, boosting email deliverability.
- OAuth replaces API keys for a secure, seamless link—existing API setups still work.
How to use it: In WordPress, install LeadConnector from Plugins > Add New, activate, go to LeadConnector in the sidebar, and sign in with your account.
It’s a time-saver for getting your site and Concours Pro working together.
More Languages for Booking
The Booking Widget now supports French (Canada and France), Swedish, Finnish, and Norwegian, matching your platform language settings.
It’s a subtle way to make scheduling feel more local and welcoming for your clients.
Filter by Terms Acceptance
We’ve added a T&C Filter to workflows, letting you sort users based on whether they’ve agreed to Terms and Conditions.
How to set it up:
- In Workflows, pick a workflow, add a trigger like “Form Submitted,” then hit Add Filters.
- Select T&C Filter, choose “Agreed” or “Not Agreed,” and apply it.
- Save and test to ensure it works as planned.
It’s a handy tool for targeting the right users while staying compliant.
Resolve Phone Suspensions Faster
We’ve improved the account suspension appeal process, giving you clear steps to fix carrier issues.
What’s new:
- A banner shows suspension details and next steps for admins and users.
- Click Suspension Appeal Form to submit contact info, opt-in details, and compliance links.
- A support ticket auto-generates with a visible ticket number post-submission.
It’s a clearer, quicker way to get back on track without the back-and-forth.
Manage Media on the Go
The new Media Library on the Concours Pro mobile app centralises your files for easy access anywhere.
Why it’s great:
- Upload and store images, videos, PDFs—all in one spot.
- Organise with folders and find files fast with search and sort options.
- Use it across Social Planner, Conversations, and more.
- Upload straight from your gallery, camera, or files app.
How to use it: Open the app, tap the hamburger menu, select Media Library, and start uploading or organising. Requires v3.92.1 or higher.
It’s a productivity boost for managing media without the platform hop.
Simplified Company Settings
We’ve tidied up company settings by merging them into the Company Details section at Settings > Objects > Companies.
What’s changed:
- Settings now live within Company Details—no separate page.
- Settings > Companies redirects to the same spot.
- A cleaner, modern look that keeps all functions intact.
Try it in Subaccount > Labs > Updated Company Settings Page. It’s a small shift that cuts clutter and keeps things flowing.
Bulk PDF Uploads and Rearrangement
Documents & Contracts now lets you upload multiple PDFs at once and reorder pages before submitting.
How to do it:
- Click + New > Upload Existing PDFs.
- Drag and drop or browse for multiple PDFs.
- Rearrange files in the upload window, then hit Upload.
All pages merge into one document—perfect for combining contracts without sending separate signature requests.
Automated Appointment Notes
A new workflow action, Create Appointment Note, lets you add notes to appointments automatically.
What it offers:
- Works with triggers like Appointment Status or Inbound Webhook.
- Add custom notes or pull dynamic content from webhooks.
How to set it up: In Automations > Create New Workflow, add a trigger, select Create Appointment Note, and configure the note body (plus appointment ID for webhooks).
It’s a quiet way to keep records tidy without lifting a finger.
Sharper QR Codes, New Formats
We’ve upgraded QR codes with better quality and new download options.
What’s new:
- SVG format for scalable, lossless resizing.
- PDF format for easy A4 printing.
- Higher-quality PNGs (except in Safari, due to browser limits).
How it works: Generate a QR code and choose PNG, SVG, or PDF from the listing or creation screen. Quality boosts apply automatically.
It’s a practical tweak for sharper, more versatile QR codes.
Enhanced Mobile Contact Management
The Contacts module on the mobile app has been polished for better organisation and ease of use.
Improvements include:
- Tags visible and editable with one tap.
- Custom fields now flow logically, with file access from multiple sources.
- A floating Quick Actions button for workflows, DND, and more.
- Address links open in Google or Apple Maps.
- View attached documents directly from contacts.
- Toggle to hide empty fields.
- Notes support HTML and links for richer content.
It’s a smoother way to manage contacts on the go.
Clearer Calendar Activity Tracking
Calendar Activity Logs now give you a sharper view of updates from third-party tools.
What’s better:
- Third-party updates (e.g., Google Calendar) show as “Updated by Third Party.”
- System updates still list the user’s name.
- An illustration appears for empty logs.
- Blocked slots and iCloud uploads now log changes too.
It’s a straightforward way to track what’s happening with your calendar.
Auto-Deactivate Payment Links
You can now set payment links to deactivate automatically after a set time.
How to use it: In Payments > Payment Links, create a link, tick Automatic Deactivation, pick a date, and save. Post-deactivation, users see an error page.
It’s perfect for time-limited offers or event tickets—keeps things tidy without manual updates.
Auto-Apply Coupons to Payment Links
Payment links can now auto-apply coupon codes for seamless discounts.
How to set it up: Open a link, click Send, check Auto Apply Coupon Code, pick a coupon, and send or copy the link. The discount applies when opened.
It’s an easy way to tailor offers for different campaigns without extra steps.
Compare Metrics on Your Dashboard
Dashboards now support multi-metric charts for deeper insights.
What’s new:
- Add a second metric to line, bar, or horizontal bar charts.
- Toggle Compare Data to see both metrics side by side.
How to do it: Click Add Widget, pick a chart type, select a secondary metric, enable comparison if wanted, and save.
It’s a clear way to spot trends and relationships in your data.
Special Characters Fixed in Docs
We’ve fixed a glitch where special characters (like “/br” or bullets) in custom values weren’t displaying right in documents.
Now, everything renders as it should, keeping your content consistent and professional.
Improved Custom Code Handling
We’ve sorted an issue with custom values in Custom CSS and Custom Code—long keys or line breaks no longer mess up rendering.
Why it’s better:
- Values display accurately, no matter the length.
- No unwanted formatting or extra breaks in your code.
It’s a quiet fix that keeps your customisations running smoothly.
Smarter Template Library Search
Template Library search now covers tags and categories, not just names.
How to try it: Go to Template Library, type a tag, name, or category in the search bar, and see matching templates pop up.
It’s a faster way to find what you need without endless scrolling.
Monitor Reviews from 40+ Platforms
Reputation Management now pulls reviews from over 40 platforms into one dashboard.
Why it’s useful:
- Manage all reviews without tab-switching.
- Respond faster to customer feedback.
- Spread reviews across platforms via widgets.
How to connect: Go to Reviews > Settings > Integrations, add your review page URLs, and watch reviews roll in. Covers platforms like Google, Yelp, Airbnb, and more.
It’s a time-saver for keeping your reputation in check.
Manage Custom Objects in Workflows
Three new workflow actions let you create, update, or clear fields in custom object records linked to contacts.
What you can do:
- Create: Generate and link a new record to a contact.
- Update: Edit fields in an existing record.
- Clear: Reset specific fields without deleting the record.
How to use them: In Automations > Workflows, pick a contact-based workflow, add an action, select your custom object and label, and set the fields to tweak.
It’s an efficient way to keep your data spot-on without manual updates.
Payment Plans in Documents
You can now add payment schedules to product lists in Documents & Contracts, with options for auto-payments.
How to set it up:
- In Documents and Contracts, add a product list and hit Add Payment Schedule.
- Set the first payment due on signing or a custom date, then configure later payments by intervals or fixed dates.
- Use percentages or fixed amounts—remaining totals show under the total.
- Enable auto-payments for subsequent charges.
Note: Fixed-date schedules adjust if signing is delayed. Clients see the plan in the document, and direct payments redirect to an invoice post-signing.
It’s a slick way to take deposits or stagger payments without extra hassle.
Better Accessibility Across Features
We’ve boosted accessibility in Media Library, URL Redirects, Domains, and Domain Connect.
What’s improved:
- Interfaces meet accessibility standards for easier use.
- Screen readers work smoothly with clear feedback.
- Keyboard shortcuts make navigation a breeze.
It’s a thoughtful update to ensure everyone can use these tools effectively.
Add Images to Course Comments
You can now spice up lecture comments with images and GIFs.
What’s new:
- Drag, upload, or paste visuals directly into comments.
- See previews without leaving the page.
- Add animated GIFs for extra engagement.
It’s a fun way to make course discussions more lively and interactive.
Introducing New Templates
We’ve launched a stack of new templates to streamline your marketing and communications. Whether it’s a website, funnel, email, or social post, these customisable options are built to save you time and help you connect with your audience.
Here’s what’s available:
- Websites: Medical (1), Legal (1), Social Media Creator (1), SaaS (1), Personal Injury Law (1), Optometrist (1)
- Funnels: Trade Show Marketing (1), Travel & Hospitality (1), Health & Wellness (1), Financial (1), Creative (1), Martial Arts Gym (1), Lending (1), Flower Boutique (1), Hotel (1)
- Emails: Financial (1), Creative (1), Real Estate (1), Real Estate 101 (1), Other – Testimonial Request (1), Interior Designer (1)
- Forms: Home Services (1), Health & Wellness (1), Creative (1), Automotive (1), Auto Dealer Contact Us (1), Graphic Design Contact (1), Weight Loss Registration (1)
- Surveys: Restaurant & Bar (1), Real Estate (1), Health & Wellness (1), Insurance (1), Martial Arts Customer Satisfaction (1), Property Management Customer Satisfaction (1)
- Social Posts: Real Estate (2), Restaurant and Bar (2), Insurance (2), Legal (2), Other (2), Medical (2), Holidays (2), Home Services (2), Electrician (1), Catering Services (1), Real Estate Investor (1), Health Insurance (1), Immigration Lawyer (1), Hair Loss (1), Locksmiths (1), Presidents Day (2)
- Revamped Template: SaaS Consultation and Results (Website) – updated copy, images, navigation, and headings for a sharper look and feel.
These templates are ready to roll—tweak them to fit your brand and watch them work for you.