HighLevel Release Notes

🧭 Overview

Notifications for recurring appointments have been enhanced and now also work consistently across default and custom recurrence patterns. A recurring booking now sends a single confirmation that covers the whole series, and custom recurring appointments created in-app are now fully covered by notifications. Reminders and follow-ups continue for every occurrence, and for custom recurrences, notifications can show the recurrence details so recipients understand the full scope of a change.

🚀 What's New?

✅ One confirmation for the whole series

For default recurring appointments, the confirmation or unconfirmed notification now goes out once per booking and covers the entire series. Before: one was sent for each occurrence.

✅ Notifications for custom recurring appointments

Custom recurring appointments created in-app now send a confirmation or unconfirmed notification once per booking, covering the whole series. Before: no notifications were sent for these.

✅ Reminders and follow-ups for every occurrence

Reminders and follow-ups continue to be scheduled individually for each occurrence, and they now apply to custom recurring appointments as well. Before: they weren't triggered for custom recurrences.

✅ Reschedule and cancellation notifications for custom recurrences

• Custom recurring appointments now send these notifications, based on the option you choose when making the change. …

Overview : You can now see exactly where each of your phone numbers stands in A2P carrier registration, in real time.

What's new:

• Each number linked to an A2P campaign shows a live registration status: Pending, Registered or Failed.
• Numbers fully registered with carriers display an "A2P Verified" tag on the phone numbers page.
• Existing numbers have been updated automatically, so you don't need to do anything.

Previously:

• After adding a number to a campaign, you could only see that it had been submitted.
• Carrier registration can take anywhere from a few minutes to several days.
• Messages sent before it finished failed with error 30034 (number not registered for A2P), which usually meant opening a support ticket.

Why it matters:

• Know the moment a number is ready to text, instead of waiting out a 24-hour window.
• Avoid 30034 failures caused by sending from a number that isn't registered yet.
• Spot rejected registrations and act on them without contacting support.

Please note: Registration usually completes within 24 hours, but timing depends on the carrier. A "Pending" status during that window is expected.

👀 What's New?

• Drill down into any number: Click any count under Total leads, Open, Won, Lost, or Abandoned to see the exact opportunities behind it.
• Value for every status: The report now shows the monetary value for Open, Won, Lost, and Abandoned, not just the total.
• Find leads without a source: The Source filter now supports "Is empty" and "Is not empty".
• Missing sources are visible: Opportunities without a source now appear as "N/A" instead of being left out.
• Cleaner table layout: Rows have a consistent height and columns stay readable on smaller screens.

👷 How It Works:

1. Add the Lead Source Report widget to your dashboard, or open one you already have.
2. Each source row now shows both the count and the value for every status.
3. Click any count greater than zero to open the list of opportunities that make up that number.
4. To check data quality, filter Source by "Is empty" or review the "N/A" row to see which opportunities are missing a source.

Screenshot 2026-10-06 at 10

🌟 Why It Matters:

1. From numbers to names — See exactly which leads sit behind a count without leaving the report or searching manually.
2. Know what each channel is worth — Compare open, won, and lost value by source to see which channels actually bring in revenue. …

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

------------------------------------------------------

🚀 1 New Website Templates Published 🚀

------------------------------------------------------

Marketing Agency - 1

-----------------------------------------------------

🚀 1 New Survey Templates Published 🚀

-----------------------------------------------------

Other - 1

------------------------------------------------------

🚀 1 New Blog Templates Published 🚀

------------------------------------------------------

Medical - 1

-----------------------------------------------------

🚀 8 New Social Templates Published 🚀

-----------------------------------------------------

Other - 2

Home Services - 2

Restaurant and Bar - 2

Health & Wellness - 2

-----------------------------------------------------

🚀 5 New Facebook Ad Templates Published 🚀

-----------------------------------------------------

Marketing Agency - Full-Service Advertising Agency

Marketing Agency - Customer Relationship Management Solutions

----------------------------------------------------- …

Members now have precise control over their community email preferences - unsubscribing from a specific notification type in one community no longer affects emails from other communities or the rest of the platform.

✨ What's new?

Previously, clicking Unsubscribe in a Communities email could opt the member out of all platform email communication. This meant they could miss relevant updates from other communities and other parts of the platform.

With granular unsubscribe controls, the preference now applies only to the community that generated the email and the specific notification type - such as a comment mention or a new post with @everyone.

⚙️ How it works

When a member clicks Unsubscribe in a community email:

1. A confirmation page shows the community name and the specific notification type being turned off.
2. The member confirms the scoped unsubscribe preference.
3. Future emails matching that community and notification type are stopped.
4. All other community and platform emails continue as normal.

Screenshot 2026-09-30 at 4

Screenshot 2026-09-30 at 4

Screenshot 2026-09-30 at 4

If a member clicks an unsubscribe link that has already been used or has expired, they see a clear message confirming no settings were changed. …

You can now delete options from Dropdown, Multi-select, Radio, and Checkbox fields for Custom Objects and Companies, bringing the same capability already available for Contact and Opportunity fields.

If an option is already used, existing records keep the value while the option is removed from future selection.

What’s New?

• Delete unused options permanently
• Remove used options from future selection without losing existing record data
• See how many records use an option before deleting it
• Existing filters, Smart Lists, and workflows continue to work

Why This Matters

You can clean up outdated or incorrect field options without breaking historical data or existing automation.

How to Use

1. Go to Settings → Custom Fields
2. Open a Custom Object or Company field
3. Delete the required option
4. Review the affected-record count, if applicable
5. Confirm deletion

Pro Tips

• Used options remain visible on existing records
• Deleted options cannot be selected for new records, filters, or workflow conditions
• Contact and Opportunity fields already support deleting options

Agencies can now include Company and Custom Object Smart Lists in Account Snapshots and reuse the same segments across multiple sub-accounts.

Instead of rebuilding filters and Smart Lists for every client, agencies can configure their CRM segmentation once and deploy it as part of a reusable Snapshot.

What’s New?

• Add Company Smart Lists to Snapshots
• Add Custom Object Smart Lists to Snapshots
• Reuse Smart List setups across destination sub-accounts
• Refresh existing Snapshots to include newly created Smart Lists

Screenshot 2026-09-29 at 6

Why This Matters

Smart Lists are often the starting point for how agencies organize and act on CRM data.

For example, you might create Smart Lists for:

• Companies in a specific industry or account tier
• Properties in a particular city or price range
• Policies approaching renewal
• Memberships nearing expiry
• Any Custom Object segment relevant to your business

With Snapshot support, these segments can now be standardized and reused across client accounts, making onboarding and CRM setup significantly faster.

How to Use

1. Go to Agency View → Account Snapshots
2. Create a new Snapshot or refresh an existing one
3. Select the required Company Smart Lists and Custom Object Smart Lists
4. Include the relevant objects and fields used by those Smart Lists
5. Load or push the Snapshot to the destination sub-account

Pro Tips …

Due to an upstream carrier migration, SMS is no longer supported on Mexico local phone numbers. To make this clear, we've added a status indicator directly in the Phone Numbers table.

What's New

"SMS not supported" status pill on Mexico local numbers ":

• Under Manage Numbers >> Phone Numbers, any Mexico local number now shows an "SMS unavailable" pill alongside its existing status pills, so admins can see at a glance which numbers lost SMS capability.
• This applies to both existing and newly purchased Mexico local numbers.
• Improved multi-pill layout : When a number carries more than two status pills, they now wrap within the column instead of breaking the table layout.

image

How to find :

• Go to Settings >> Phone Numbers >> Manage Numbers >> Phone Numbers tab.

image

• If you have a Mexico local number, you'll see the "SMS not supported" pill with a tooltip for more context.
• Voice (and WhatsApp, where applicable) continues to work as normal.
• The buying journey for phone numbers remain unchanged and the numbers which are affected because of this carrier side dependency will show up with capability other than SMS . Please ensure that you make your number purchases accordingly

image …

🚀 Summary of the release

We’ve enhanced Meta campaign budgeting in Ad Manager, giving advertisers more control over where their campaign budget is managed and how Meta can optimize spend across ad sets.

Users can now choose between a Campaign budget and an Ad set budget, enable Meta’s budget sharing across ad sets, and manage supported budget and bid strategy settings directly within the campaign builder.

👀 What’s New?

1. Choose where your budget is controlled

• Campaign budget – Set one budget for the campaign and let Meta distribute it across ad sets automatically.
• Ad set budget – Define and manage budgets individually for each ad set.

1. Share budget across ad sets

• When using Ad set budget, users can enable “Share up to 20% of your budget with other ad sets.”
• Meta can shift a portion of budget between eligible ad sets based on performance.
• Individual ad set budgets remain configurable while budget sharing is enabled.

1. Daily and Lifetime budgets

• Campaigns support both Daily and Lifetime budget types.
• When budgeting is managed at the ad set level, the budget and applicable schedule are configured for each ad set.

1. Bid strategy controls

• Choose between supported strategies such as: Highest volume and Cost per result goal
• When Cost per result goal is selected, the target cost is configured at the ad set level.

1. Post-publish budget management …