Customize Your Invoice Layouts | Clixio Changelog We’ve introduced customization options for Invoices in Clixio. You now have complete control over the appearance of your invoices—from titles and terms to branding, sections, and labels. Whether you wish to align with your brand identity or add custom fields, invoices can now reflect the professionalism and uniqueness […]
See where your visitors come from at a glance – compare Paid vs Organic, track trends over time, and delve into specific days or channels. Navigate to Analytics → Traffic Source Analytics. Select your date range. Hover over the bars to view per-channel counts. Click a bar to explore that particular day. Utilise channel filters […]
Go beyond country-level data! Now you can delve into states and cities to see precisely where your traffic originates. Geographic Dropdown: Switch seamlessly between Country, State, and City views using a single dropdown. Ranked Lists: View your top regions with traffic counts displayed alongside the map. Dynamic Heatmap: Interactive shading highlights high-traffic zones at any […]
We have made significant improvements to simplify HIPAA compliance for everyone. 📝 Editable BAA Documents Users can now update signer details directly within their BAA documents using the same process, without any need for support involvement. This change eliminates 80–90% of HIPAA-related dependency delays, making the process much quicker and more efficient. ⚡ Automatic HIPAA […]
You can now use the ‘Add Task’ workflow action to create contactless tasks. Previously, this action required a contact to pass through the workflow; otherwise, the step was skipped. Contactless tasks support assignee, due date, priority, and notes—just like contact-attached tasks. How It Works When the ‘Add Task’ step runs, it will create a standalone […]
https://clixio.io/wp-content/uploads/2025/09/165e293d664d9ac794d0030015238bfe.png13241154Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-09-25 21:28:002025-09-25 21:28:00Add Tasks Without Contacts in Workflows
We’ve updated the layout of your Email, SMS, and Internal Notification statistics to enhance readability. Numbers First: Your metrics now appear at the top, with their labels positioned underneath for instant visibility. No More Colours: We have eliminated the text colour for a cleaner appearance. Grey Text: Numbers and labels now feature a soft grey […]
Refined Error HighlightingWe’ve refined the error highlighting on the Contact Changed trigger so that it only displays when configuration is actually required. This improvement creates a cleaner workflow-building experience. Targeted Error IndicatorsError indicators now appear exclusively for items that require attention. Elimination of Unnecessary AlertsWe have removed unnecessary visual alerts during the normal setup of […]
We have introduced several exciting updates designed to make managing your services and appointments faster, easier, and more flexible. Here’s what’s new: Duplicate Appointment Button A new Duplicate Appointment button is now available in the appointment modal. With just one click, you can create a new booking that carries over all the same details. This […]
You can now rename a WordPress site directly from the site info screen in the hosting dashboard. This feature has been one of the most requested—it’s a small change with a big impact! 📝 Inline Editing: Click the pencil icon next to the site name to edit. 💡 Tooltip Guidance: Clearly indicates that this change […]
https://clixio.io/wp-content/uploads/2025/09/82f88ec16403d3d0fec43caf22ca8235.png465719Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-09-24 16:18:002025-09-24 16:18:00Ability to Edit WordPress Site Name
3rd September 2025 Notes Functionality on Web Dialer Previously, the notes functionality on the web dialer during active calls was not operational. This issue has now been resolved, and you can take notes while on an active call using the web dialer. These notes will be displayed in the contact details.
https://clixio.io/wp-content/uploads/2025/09/ec8e8016b7ee93387ea94f1e5484597c.png15021614Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-09-24 03:28:002025-09-24 03:28:00Bugfix: Take Notes on Active Call
15th September 2025 Voice Integrity Recommendation on Unanswered Calls To enhance answer rates on outbound calls, when a call made from the web dialer goes unanswered, a tooltip will appear encouraging you to register for Voice Integrity. Registering helps keep your numbers off spam lists used by major US carriers, thereby increasing the likelihood of […]
With one toggle, Clixio automatically blocks marketing/promotiona l SMS/MMS that are to Texas recipients or sent from Texas area-code numbers across Workflows, Bulk Send, and other automations —no rebuilds needed. Settings → Phone Numbers → Additional Settings → SMS Compliance → Texas SMS Safeguard ✅ Reduces risk under Texas SB 140 for marketing messages. What’s […]
Google’s Latest OAuth Flow Google’s updated OAuth flow allows users to select specific permissions (scopes) when connecting an app. While this flexibility is beneficial, it may result in essential permissions being left ungranted, consequently disrupting certain features, such as connecting to Google Business Profile. This update introduces clear in-app warnings along with a one-click fix, […]
**We’ve introduced an improved error handling and retry system for Marketplace app developers!** This new system ensures more predictable webhook delivery behaviour and helps prevent unintentional server overload when rate limits are reached. **Interval:** 10 minutes between retries (with jitter) **Max attempts:** 6 retries **Total retry duration:** ~1 hour 10 minutes **Retries stop** if you […]
👀 What’s New? All chat widgets (WhatsApp, Email/SMS, All in One, Voice AI) now feature a mandatory pre-filled message field. By default, this field contains a message (e.g., “I want to know more”) that can be fully customised. This ensures that only the visitor’s intended message is transmitted, without sharing any personal details. 👷 How […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-09-23 16:52:002025-09-23 16:52:00Mandatory & customisable message field in Chat Widgets
Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Invoicing What’s new? Attach up to 4 photos per line item on an estimate. Customers can see thumbnails under each item and click to view a full-screen gallery. Select images straight from Media Storage or upload on the fly—reuse them […]
We are excited to announce that customising contact labels is now possible. Key Features: Users can now rename standard objects (Contacts) to any name of their choice. Supports single or paired labels. Custom names display exactly as entered, without any auto-translation. How to Customise Your Labels: Navigate to Settings at the location level (bottom side […]
As part of our commitment to making WordPress hosting not only powerful but also effortless for our agencies, we’ve launched three new support features that are now available directly within the Setup Guide CTA. Book a Call with WordPress Customer Success Agencies can now instantly book time with our WordPress Customer Success team, available across […]
We’re excited to announce a significant improvement to the Calendly integration! You can now connect the same Calendly account across multiple sub-accounts — providing users who manage multiple locations with more flexibility. ✅ Cross-Account Support for Calendly This update aligns Calendly with other calendar integrations, offering consistent and scalable calendar management across the board — […]
Internal Notification (in-app, email, SMS) now operates even when there are no contacts enrolled in the workflow. This feature includes workflows initiated by webhooks, Marketplace triggers, and other event-based automations, allowing your team to be alerted about operational events that do not involve a contact record. We have also enhanced recipient logic for email/SMS to […]
Customize Your Invoice Layouts | Clixio Changelog
/in What's New? PaymentsCustomize Your Invoice Layouts | Clixio Changelog We’ve introduced customization options for Invoices in Clixio. You now have complete control over the appearance of your invoices—from titles and terms to branding, sections, and labels. Whether you wish to align with your brand identity or add custom fields, invoices can now reflect the professionalism and uniqueness […]
Introducing Traffic Source Analytics | Clixio Changelog
/in What's New?See where your visitors come from at a glance – compare Paid vs Organic, track trends over time, and delve into specific days or channels. Navigate to Analytics → Traffic Source Analytics. Select your date range. Hover over the bars to view per-channel counts. Click a bar to explore that particular day. Utilise channel filters […]
Introducing Geographic Analytics (State & City Drilldown)
/in What's New? Opportunities and PipelinesGo beyond country-level data! Now you can delve into states and cities to see precisely where your traffic originates. Geographic Dropdown: Switch seamlessly between Country, State, and City views using a single dropdown. Ranked Lists: View your top regions with traffic counts displayed alongside the map. Dynamic Heatmap: Interactive shading highlights high-traffic zones at any […]
Editable BAAs & Automatic HIPAA Compliance
/in What's New?We have made significant improvements to simplify HIPAA compliance for everyone. 📝 Editable BAA Documents Users can now update signer details directly within their BAA documents using the same process, without any need for support involvement. This change eliminates 80–90% of HIPAA-related dependency delays, making the process much quicker and more efficient. ⚡ Automatic HIPAA […]
Add Tasks Without Contacts in Workflows
/in What's New? AutomationsYou can now use the ‘Add Task’ workflow action to create contactless tasks. Previously, this action required a contact to pass through the workflow; otherwise, the step was skipped. Contactless tasks support assignee, due date, priority, and notes—just like contact-attached tasks. How It Works When the ‘Add Task’ step runs, it will create a standalone […]
Email & SMS Stats UI – Cleaner Look
/in What's New?We’ve updated the layout of your Email, SMS, and Internal Notification statistics to enhance readability. Numbers First: Your metrics now appear at the top, with their labels positioned underneath for instant visibility. No More Colours: We have eliminated the text colour for a cleaner appearance. Grey Text: Numbers and labels now feature a soft grey […]
Error Highlight Enhancement on Contact Changed
/in What's New? AutomationsRefined Error HighlightingWe’ve refined the error highlighting on the Contact Changed trigger so that it only displays when configuration is actually required. This improvement creates a cleaner workflow-building experience. Targeted Error IndicatorsError indicators now appear exclusively for items that require attention. Elimination of Unnecessary AlertsWe have removed unnecessary visual alerts during the normal setup of […]
🚀 Services (v2) – Enhancements
/in What's New? AutomationsWe have introduced several exciting updates designed to make managing your services and appointments faster, easier, and more flexible. Here’s what’s new: Duplicate Appointment Button A new Duplicate Appointment button is now available in the appointment modal. With just one click, you can create a new booking that carries over all the same details. This […]
Ability to Edit WordPress Site Name
/in What's New? DashboardYou can now rename a WordPress site directly from the site info screen in the hosting dashboard. This feature has been one of the most requested—it’s a small change with a big impact! 📝 Inline Editing: Click the pencil icon next to the site name to edit. 💡 Tooltip Guidance: Clearly indicates that this change […]
Bugfix: Take Notes on Active Call
/in What's New?3rd September 2025 Notes Functionality on Web Dialer Previously, the notes functionality on the web dialer during active calls was not operational. This issue has now been resolved, and you can take notes while on an active call using the web dialer. These notes will be displayed in the contact details.
Helping increase Call Answer rates: Voice Integrity tooltip on unanswered calls
/in What's New?15th September 2025 Voice Integrity Recommendation on Unanswered Calls To enhance answer rates on outbound calls, when a call made from the web dialer goes unanswered, a tooltip will appear encouraging you to register for Voice Integrity. Registering helps keep your numbers off spam lists used by major US carriers, thereby increasing the likelihood of […]
Texas SMS Safeguard — One-toggle to block SMS/MMS to/from Texas (helps SB 140 compliance)
/in What's New? AutomationsWith one toggle, Clixio automatically blocks marketing/promotiona l SMS/MMS that are to Texas recipients or sent from Texas area-code numbers across Workflows, Bulk Send, and other automations —no rebuilds needed. Settings → Phone Numbers → Additional Settings → SMS Compliance → Texas SMS Safeguard ✅ Reduces risk under Texas SB 140 for marketing messages. What’s […]
Google connection: Permissions missing warning
/in What's New? IntegrationsGoogle’s Latest OAuth Flow Google’s updated OAuth flow allows users to select specific permissions (scopes) when connecting an app. While this flexibility is beneficial, it may result in essential permissions being left ungranted, consequently disrupting certain features, such as connecting to Google Business Profile. This update introduces clear in-app warnings along with a one-click fix, […]
Marketplace | Automated webhook retries
/in What's New? Dashboard**We’ve introduced an improved error handling and retry system for Marketplace app developers!** This new system ensures more predictable webhook delivery behaviour and helps prevent unintentional server overload when rate limits are reached. **Interval:** 10 minutes between retries (with jitter) **Max attempts:** 6 retries **Total retry duration:** ~1 hour 10 minutes **Retries stop** if you […]
Mandatory & customisable message field in Chat Widgets
/in What's New?👀 What’s New? All chat widgets (WhatsApp, Email/SMS, All in One, Voice AI) now feature a mandatory pre-filled message field. By default, this field contains a message (e.g., “I want to know more”) that can be fully customised. This ensures that only the visitor’s intended message is transmitted, without sharing any personal details. 👷 How […]
Add Photos in Estimates | Clixio Changelog
/in What's New? Invoicing, PaymentsClixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Invoicing What’s new? Attach up to 4 photos per line item on an estimate. Customers can see thumbnails under each item and click to view a full-screen gallery. Select images straight from Media Storage or upload on the fly—reuse them […]
Customise contacts labels in Email Builder
/in What's New? CRM, Email BuilderWe are excited to announce that customising contact labels is now possible. Key Features: Users can now rename standard objects (Contacts) to any name of their choice. Supports single or paired labels. Custom names display exactly as entered, without any auto-translation. How to Customise Your Labels: Navigate to Settings at the location level (bottom side […]
🚀 Strengthening WordPress Customer Support: 3 Exclusive New Features
/in What's New?As part of our commitment to making WordPress hosting not only powerful but also effortless for our agencies, we’ve launched three new support features that are now available directly within the Setup Guide CTA. Book a Call with WordPress Customer Success Agencies can now instantly book time with our WordPress Customer Success team, available across […]
Calendly Integration Now Supports Multiple Account Connections
/in What's New? Calendar, IntegrationsWe’re excited to announce a significant improvement to the Calendly integration! You can now connect the same Calendly account across multiple sub-accounts — providing users who manage multiple locations with more flexibility. ✅ Cross-Account Support for Calendly This update aligns Calendly with other calendar integrations, offering consistent and scalable calendar management across the board — […]
Internal Notifications: Contactless Triggers Support
/in What's New? AutomationsInternal Notification (in-app, email, SMS) now operates even when there are no contacts enrolled in the workflow. This feature includes workflows initiated by webhooks, Marketplace triggers, and other event-based automations, allowing your team to be alerted about operational events that do not involve a contact record. We have also enhanced recipient logic for email/SMS to […]