For contacts using Apple Mail on iOS 15+, countdown timers were being pre-cached, showing inaccurate countdowns when the email was opened.

You can now hide timers for Apple Mail users to avoid showing incorrect countdowns. Just enable a simple checkbox in the timer settings.

Go to Marketing → Countdown Timer

In Timer Styling Settings, check "Hide for Apple users"

Use the timer in any email as usual

To ensure proper redirection regardless of device or email client, always use the dynamic link in a button.

Payment links just got a visual upgrade! Whether you’re closing a deal or selling a product, your links can now reflect your brand personality—down to the colors and buttons.

Brand Board Integration: Now you can apply your Brand Board styling directly to all your payment links—logos, colors, button shades, and more.

Custom Theme Builder: Prefer to fine-tune? Use the "Choose Theme" option to set custom background and button colors

See live preview instantly

Go to Payments -> Settings

Payment Link customization

Select Brand Board or Custom Colors as per your requirement

Save and all your payment links will now appear in this new theme

To ensure your payment links are as per your brand theme and you can use them in flows wherever needed while keeping the brand voice consistent.

We’ve made a couple of handy updates to make your document-sending experience faster and clearer!

Edit Icon - Now Always Visible: The Edit icon is now permanently visible on the document send modal screen, so users know exactly where to click if they want to tweak the email before sending.

Email Template Dropdown: You can now choose the exact email template you want to use before sending a document.

Many users didn’t realize emails were editable before sending.

Selecting the right email template wasn’t easy or obvious

With this enhancement, Live Chat messages will now trigger notifications according to your existing notification preferences, ensuring you're always in the loop.

👀 What’s New?

Live Chat messages now trigger notifications.

No new settings required — if you’ve already enabled conversation notifications, you’ll automatically start receiving notifications for Live Chat messages.

To review or update your notification preferences, go to Settings > My Profile > Notifications.

What’s New

We’ve made it easier for admins to manage calendar connections across the team. Account Admins can now view and manage calendar connections for any staff member directly from the Calendar Connections tab.

You can:

View all calendar integrations for a selected staff member

Add new connections

Remove existing ones

Update sync settings and calendar configurations

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How to Use

Go to Calendar Settings > Calendar Connections

Use the Staff dropdown to select a user

From there, you can view, add, remove, or update that user’s calendar connections

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Key Benefits

Centralized control over all staff calendar connections

No location-based access restrictions for Agency Admins

Faster onboarding of new team members

Simplified troubleshooting and calendar setup support

Fewer support tickets due to improved access and visibility

We’ve rolled out a sleek new update to the Embed & Share interface across Forms, Surveys, and Quizzes — designed to make your experience more intuitive, visual, and efficient.

What's New

This update introduces a refreshed UI for configuring:

Embed Layouts — now with clear layout previews for Sticky Sidebar, Slide-In, Popup, and Inline

Trigger & Activation Settings — reorganized into easy-to-understand sections with real-time logic toggles

Sharing Options — simplified tabs for Embed Code, Shareable Link, and Email

Form-to-Email Appending — easily append forms directly into HighLevel’s native email templates or your own saved templates via a dropdown selection

Key Highlights

More Visual. More Clear. — Icons, toggles, and layout previews help you set things up without second-guessing

Minimise Sidebar Options — Now includes a title field and left/right positioning

Email Embeds Made Easy — Pick a template, choose your form, and you’re done — all in one seamless flow

Streamlined Navigation — Toggle between forms, surveys, and quizzes effortlessly while managing embed settings

How It Works

Open any form, survey, or quiz builder

Click Integrate in the top-right corner

Use the new tabbed UI to:

Choose Embed Code layout & behavior

Copy a Share Link or send to social

Embed into an Email Template automatically by just choosing the template (for Forms)

Notes

No functionality has been removed — just streamlined. Everything you could do before is still here, now with a more user-friendly interface

You can still control when and how embeds appear using scroll, timer, or visit triggers

Embedding into emails now happens natively without the need to go to the Email Builder and manually select a form

📌 Overview

You can now perform bulk actions directly from the Opportunities Kanban/Card view without switching to List view.

Note: To enable this feature go to Settings > Labs > Enable "Bulk Actions in Cards View"

🚀 What’s New

Bulk Card Selection: Select multiple opportunity cards using checkboxes right in the Card view.

Select All on Page: If there are more than 20 opportunities, you’ll see a “Select All on Page” button to quickly select every visible card.

Interaction Lock During Selection: While in selection mode, cards are locked from dragging or opening to avoid accidental changes.

⚙️ How It Works

Go to Opportunities > choose a Pipeline > switch to Kanban/Card view.

Click the checkbox on any card to enter selection mode.

Use additional checkboxes to select more cards.

When opportunities exceed 20, click “Select All on Page” to select all visible.

Once selected, click Edit to perform bulk actions.

💡 Why It Matters

Saves time by allowing bulk actions within your preferred view.

Prevents unintended card interactions during selection.

What’s New?

You can now automatically send recurring invoices as part of any Workflow by using the new Send Recurring Invoice Action. If you’re managing recurring billing cycles — this action puts your invoicing on autopilot.

Fully customizable with:

Flexible start options: Action Date or Fixed Date

Stop rules: Never, or After X Occurrences

Frequencies: Daily, Weekly, Monthly, Yearly

Optional: Auto-charge customer cards

How to Use

Prerequisites

At least one Invoice Template is created under Invoices.

A Payment Gateway (like Stripe or PayPal) is configured.

Steps

Add the Action

In Workflow Builder, click on the “+” to add an action

Search and select Send Recurring Invoice.

Basic Settings

Rename Action (e.g. "Monthly Plan – Silver")

Choose From User

Select Invoice Template

Toggle between Live or Test Mode

Set Start Date

Action Date: Starts from contact’s entry point (e.g. Form submitted, Birthday reminder).

Fixed Date: Starts from a specific calendar date (e.g. 1st July).

Define End Criteria

Never: Keeps billing until stopped

After X Occurrences: E.g. 12 monthly invoices

Choose Recurrence Frequency

Daily → Every X Days

Weekly → On a weekday or Action Date

Monthly → By date or week (e.g. 2nd Wednesday)

Yearly → Annual billing

We’ve launched a powerful new skill in Ask AI — the Contact Summary Agent — designed to give you instant, actionable insights about your contacts.

✨ What’s New?

With a simple prompt like:

“Summarize a contact”

“Summarize my contact”

You can now:

🧾 Instantly generate a summary of any contact

❓ Ask specific questions about a contact’s history, payments, tasks, appointments, and more — all in natural language

✅ Why It Matters

Your contact information is spread across conversations, notes, payments, tasks, and more. The Contact Summary Agent pulls it all together, so you don’t have to.

No more jumping between screens. No more digging for details. Just quick, clear answers — when you need them.

🔍 Key Benefits

📝 Instant Contact Summaries

Recent activity

Payment insights (totals, outstanding balances)

Upcoming appointments

Open tasks and deal opportunities

Overall engagement trends

💬 Conversational Q&A

Ask natural questions like:

“What’s their payment history?”

“Are there any pending tasks for them?”

You’ll get fast, easy-to-read responses — no setup required.

📍 Where to Find It

Head to: Desired Sub-Account → Ask AI

Then try: ➡️ “Summarize a contact”

We’d love to hear your thoughts! Use the feedback options to let us know how it’s working for you.

❓# The Problem Statement

Previously, when users wanted to change the form type in the builder, the process was rigid and caused dead clicks. Switching form types would often result in lost settings, forcing users to restart their work if they wanted to compare or revert to a previous type.

✅# What’s New

Now, users can seamlessly switch between form types during editing.

Click “Continue” to start editing

Use the “Change Form Type” dropdown anytime

Switch back to your original type to restore previous settings (in-session only)

🎯# Benefits

No lost work

Saves time

Easy to compare and adjust form types

⚒️# How to Use

Go to Marketing → Email Builder

Add a form element and select your desired initial type.

Click “Continue” to start editing.

Use the “Change Form Type” dropdown to switch between form types.

If you return to the original type in the same session, your previous settings will be restored.

Preview and save your form as needed.

💡# Notes

Settings are only saved for the current session.

Works for all users and devices.