What’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
We’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
https://clixio.io/wp-content/uploads/2026/03/182f3f47327284b61012822298451a58.png7441868Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 22:23:002026-03-03 22:23:00🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
We’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
We have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 20:29:002026-03-03 20:29:00Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
We are thrilled to announce our new web templates, designed to enhance your marketing efforts. Whether you are building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging […]
Drag and Drop Triggers and Actions You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Simply open the Triggers/Actions sidebar, select what you need, and drop it precisely where it belongs—either at the end of a branch or between existing steps. The steps will connect automatically. […]
We’ve improved the Version History feature in the Workflow Builder. You can now view and restore workflow versions created in either the Standard or Advanced Builder, with the system automatically opening the correct builder for that version. Each saved version now retains information about which builder it was created in. When you click ‘Restore’, the […]
Stripe Updates on ACH Direct Debit Stripe is enhancing its requirements for ACH Direct Debit to comply with Nacha operating rules. If you accept payments via US bank accounts through Clixio using Stripe, you may need to update your Stripe account details. This will ensure that customers can easily recognise your business on their bank […]
https://clixio.io/wp-content/uploads/2026/02/ada19f7222ddab21ba4ad4cd56a988fd.png11422252Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-27 19:56:002026-02-27 19:56:00[Compliance] Stay compliant with ACH payment on Stripe
You can now connect Canva directly within Media Storage to: Browse Canva designs Edit in Canva Download files Import designs into My Media No more tab switching. No manual downloads. No version confusion. This functionality is similar to Google Drive integration, with access limitations set by Canva Marketplace rules. Canva is connected at the location […]
https://clixio.io/wp-content/uploads/2026/02/2108e347f12cf0734cbc9878c57e34b8-scaled.png14682560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-26 02:23:002026-02-26 02:23:00Canva Integration In Media Storage
You can now import company records into CRM in bulk using a structured CSV-based workflow. This feature enables you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided four-step process. ⚠️ Currently available behind Labs. Enable via: Subaccount → Labs → […]
We’ve made Record IDs easier to locate, enabling you to quickly reference them for troubleshooting, integrations, and automation testing. This update is applicable to Custom Objects, Companies, and Tasks. Go to the List View → click Manage Fields → enable Record ID. Open any record → scroll to the footer in the detail panel to […]
You can now import Custom Object records in bulk — using the same create/update process that you are familiar with for Contacts and Opportunities. This feature is currently located under Subaccount > Labs > “Company and Custom Object Import” Create, Update, or Create + Update Custom Object records via CSV Duplicate handling using your object’s […]
We’ve redesigned the Calendar Settings experience to enhance clarity, structure, and navigation ease. This update introduces a cleaner information architecture with logically grouped sections, contextual helper text, and a wider layout for improved readability. The goal is to help you configure calendars faster — with less scrolling and confusion. ✅ Clear & Structured Settings Layout […]
We have implemented significant updates to the Messaging Toll-Free Verification (TFV) flow to comply with the latest carrier requirements, particularly for Political Election Campaigns. This release includes: A redesigned multi-step TFV experience Additional required business fields New Political Campaign requirements Campaign Verify (CV) Auth Token support for political use cases 🔄 1. Redesigned Toll-Free Verification […]
Introduction of Response Style Settings We’ve introduced Response Style Settings in Conversation AI, giving you control over how long and detailed your bot’s replies should be. Response Options You can now choose between Concise, Balanced, or Detailed responses based on your business needs. You can now: Enable or disable Response Style Settings Choose between: Concise […]
You can now sort Custom Object list views using Custom Fields, which makes it easier to organise and prioritise records based on the fields that are most important to your business. Sort by custom fields (not just Created/Updated dates). Sort either from the Sort dropdown or by clicking a column header. Toggle between ascending and […]
https://clixio.io/wp-content/uploads/2026/02/1b5b6716637eadd29859b3976ebb236e-scaled.png12932560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-24 20:14:002026-02-24 20:14:00Sorting on Custom Fields in Custom Objects 🎯
You can now export multiple company records with a single click. Whether you wish to download a few selected companies or the entire list, the process is faster and more flexible. Export Multiple Company Records Directly From the Companies Table You have the option to export all companies from the 3-dot menu (top-right) and can […]
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice Advanced tag filtering, which was previously available for Contact Created and Contact DND triggers, has now been extended to include opportunity-based triggers and invoices. This completes the full rollout of this feature. Now Live For Previously available on: Contact Created Trigger Contact DND […]
https://clixio.io/wp-content/uploads/2026/02/fc0ab230925e368e3c93887dd955bdc0.png16761826Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-02-20 23:54:002026-02-20 23:54:00Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
We’ve enhanced visibility within the Page Builder. Now, whenever key saved assets are deleted, you will see audit logs. Audit logs are now created for: Section Templates Global Sections Universal Sections Element Templates Universal Element Templates This functionality applies across Funnels, Websites, Stores, and Webinars. When You Delete: If any of the assets listed above […]
Add & Track Product Cost Price and Margin
/in What's New? PaymentsWhat’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
/in What's New? CalendarWe’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
Introducing Rentals — For Flexible Multi-Day Bookings
/in What's New? Calendar, PaymentsWe’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
/in What's New? IntegrationsWe have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, Social Planner, SurveysWe are thrilled to announce our new web templates, designed to enhance your marketing efforts. Whether you are building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging […]
Advanced builder – Build Faster with Auto-Connecting Steps
/in What's New? AutomationsDrag and Drop Triggers and Actions You can now drag and drop triggers and actions directly onto the workflow canvas in the Advanced Builder. Simply open the Triggers/Actions sidebar, select what you need, and drop it precisely where it belongs—either at the end of a branch or between existing steps. The steps will connect automatically. […]
Version History Improvements: View & Restore Versions Across Builders
/in What's New? AutomationsWe’ve improved the Version History feature in the Workflow Builder. You can now view and restore workflow versions created in either the Standard or Advanced Builder, with the system automatically opening the correct builder for that version. Each saved version now retains information about which builder it was created in. When you click ‘Restore’, the […]
[Compliance] Stay compliant with ACH payment on Stripe
/in What's New? Dashboard, PaymentsStripe Updates on ACH Direct Debit Stripe is enhancing its requirements for ACH Direct Debit to comply with Nacha operating rules. If you accept payments via US bank accounts through Clixio using Stripe, you may need to update your Stripe account details. This will ensure that customers can easily recognise your business on their bank […]
Canva Integration In Media Storage
/in What's New? App Marketplace, Funnels and Websites, IntegrationsYou can now connect Canva directly within Media Storage to: Browse Canva designs Edit in Canva Download files Import designs into My Media No more tab switching. No manual downloads. No version confusion. This functionality is similar to Google Drive integration, with access limitations set by Canva Marketplace rules. Canva is connected at the location […]
Bulk Import for Companies | Clixio Changelog
/in What's New? Automations, CRMYou can now import company records into CRM in bulk using a structured CSV-based workflow. This feature enables you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided four-step process. ⚠️ Currently available behind Labs. Enable via: Subaccount → Labs → […]
Record IDs – Improved Visibility in Lists & Record Details
/in What's New? AutomationsWe’ve made Record IDs easier to locate, enabling you to quickly reference them for troubleshooting, integrations, and automation testing. This update is applicable to Custom Objects, Companies, and Tasks. Go to the List View → click Manage Fields → enable Record ID. Open any record → scroll to the footer in the detail panel to […]
Blogs – Revamped URL Blog Importer Experience 🚀
/in What's New? Blogs**Revamped Import UI & Guided Flow** The Blog Importer now features a clearer, step-by-step process: Scan → Review → Map → Import. Enhancements include: Improved button labels Clearer progression between stages Better scanning feedback More intuitive placeholder text **Improved Content Mapping Experience** We have simplified metadata mapping to eliminate friction: Fixed confusing Previous/Next navigation Clearer […]
Bulk Import for Custom Objects (Create + Update)
/in What's New?You can now import Custom Object records in bulk — using the same create/update process that you are familiar with for Contacts and Opportunities. This feature is currently located under Subaccount > Labs > “Company and Custom Object Import” Create, Update, or Create + Update Custom Object records via CSV Duplicate handling using your object’s […]
🏷️ Improved Calendar Settings Experience
/in What's New?We’ve redesigned the Calendar Settings experience to enhance clarity, structure, and navigation ease. This update introduces a cleaner information architecture with logically grouped sections, contextual helper text, and a wider layout for improved readability. The goal is to help you configure calendars faster — with less scrolling and confusion. ✅ Clear & Structured Settings Layout […]
Updated Toll-Free Verification (TFV) Experience + Political Campaign Updates
/in What's New? AutomationsWe have implemented significant updates to the Messaging Toll-Free Verification (TFV) flow to comply with the latest carrier requirements, particularly for Political Election Campaigns. This release includes: A redesigned multi-step TFV experience Additional required business fields New Political Campaign requirements Campaign Verify (CV) Auth Token support for political use cases 🔄 1. Redesigned Toll-Free Verification […]
Conversation AI – Response Style Settings
/in What's New? Conversation AI, ConversationsIntroduction of Response Style Settings We’ve introduced Response Style Settings in Conversation AI, giving you control over how long and detailed your bot’s replies should be. Response Options You can now choose between Concise, Balanced, or Detailed responses based on your business needs. You can now: Enable or disable Response Style Settings Choose between: Concise […]
Sorting on Custom Fields in Custom Objects 🎯
/in What's New?You can now sort Custom Object list views using Custom Fields, which makes it easier to organise and prioritise records based on the fields that are most important to your business. Sort by custom fields (not just Created/Updated dates). Sort either from the Sort dropdown or by clicking a column header. Toggle between ascending and […]
Bulk Company Export | Clixio Changelog
/in What's New? ReportingYou can now export multiple company records with a single click. Whether you wish to download a few selected companies or the entire list, the process is faster and more flexible. Export Multiple Company Records Directly From the Companies Table You have the option to export all companies from the 3-dot menu (top-right) and can […]
Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice
/in What's New?Advanced Tag Filtering in Triggers — Now Extended to Opportunity & Invoice Advanced tag filtering, which was previously available for Contact Created and Contact DND triggers, has now been extended to include opportunity-based triggers and invoices. This completes the full rollout of this feature. Now Live For Previously available on: Contact Created Trigger Contact DND […]
Audit Logs for Deleted Builder Assets
/in What's New? Funnels and WebsitesWe’ve enhanced visibility within the Page Builder. Now, whenever key saved assets are deleted, you will see audit logs. Audit logs are now created for: Section Templates Global Sections Universal Sections Element Templates Universal Element Templates This functionality applies across Funnels, Websites, Stores, and Webinars. When You Delete: If any of the assets listed above […]