Tags are now easier to organise, identify, and manage with tag categories and customisable tag colours. You can group related tags into categories and assign colours to make tags easier to recognise across your account. Existing tags will automatically appear in grey and will be placed under the No category category, so your current setup […]
https://clixio.io/wp-content/uploads/2026/08/fec76a79004c1dc33eebfcbccc60431e.png11461018Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-18 00:55:002026-08-18 00:55:00In labs: Organize and personalize tags with categories and colors
Community admins can now automate how join requests are reviewed, routed, and acted on using a new workflow trigger, without manually reviewing every submission. 🔗 New Workflow Trigger: Requested to Join Group: A new Requested to Join Group trigger is now available in Workflows. It fires whenever a user submits a request to join a […]
Contacts can now receive in-app notifications directly inside the Client Portal whenever a new invoice or estimate is issued to them. This gives clients immediate visibility into important billing activity, helping them review estimates and take action on invoices faster without relying only on email notifications. 🔔 Notifications for New Invoices When a new invoice […]
Clients can now book, view, and manage appointments directly from the Client Portal, giving them one place to manage their schedule without switching to emails, booking links, or other tools. 📅 View Appointments in One Place Clients can see their appointments directly inside the Client Portal with: Today, Upcoming, and Past views A full calendar […]
https://clixio.io/wp-content/uploads/2026/08/a0ba9d864b90f3f96c3a176aad8d9913-scaled.png14542560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-17 14:10:002026-08-17 14:10:00Appointments in the Client Portal
The AI Assistant in Workflows now reports on WhatsApp performance alongside Email and SMS. You can ask about any WhatsApp step in plain language and get delivery and read metrics calculated from live data. Delivery and read analytics for WhatsApp steps The Assistant returns total sends, delivered, failed, and pending counts for any WhatsApp step, […]
https://clixio.io/wp-content/uploads/2026/08/18781bb61faa562d06ed1b75b6815605-scaled.png14302560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-15 00:39:002026-08-15 00:39:00WhatsApp Analytics in the AI Assistant in Workflows
**Google Merchant Center is now available as a Marketplace app, allowing merchants to connect their Ecommerce Store to Google Merchant Center and sync eligible Store Products for visibility across Google Shopping and other supported Google surfaces. Key capabilities include: Connect Google Merchant Center Install the app from Marketplace and connect your Google account. Select the […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-14 23:46:002026-08-14 23:46:00Google Merchant Center Integration for Ecommerce Stores
Expired Client Portal Magic Links Improvement Expired Client Portal magic links no longer lead contacts to a dead end. Contacts are now automatically redirected to the OTP login flow, making it easier to regain access without requesting or regenerating a new magic link. 🔗 Automatic Fallback for Expired Magic Links When a contact opens an […]
Keeping learners informed just got easier! Course creators can now share important updates directly within their courses using Course Announcements . * Create & manage announcements — Create, edit, clone, and delete announcements directly from the Courses admin. * Rich content support — Add formatted text, images, and links to make announcements more engaging. * […]
Improved Access to Contact Details We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay , clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to […]
https://clixio.io/wp-content/uploads/2026/08/82a4295aa1bf5343a6d1d753e06a3350-scaled.png14542560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-14 04:01:002026-08-14 04:01:00Contact overlay for opportunities and appointments
Transitioning from HubSpot to Clixio Made Easy Thanks to the new HubSpot Importer, you can now effortlessly connect your HubSpot account and transfer essential CRM data directly into Clixio—eliminating the need for manual CSV exports. You can now import the following: Contacts Deals as Opportunities Companies Contact, Company, and Deal properties as Custom Fields Pipelines […]
https://clixio.io/wp-content/uploads/2026/08/13ec0c338453387b2478ee0d496ac0ef.png21262424Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-13 23:29:002026-08-13 23:29:00Import Data Directly from HubSpot into Clixio
The “New Review Received” Workflow Trigger now supports reviews from all review platforms integrated with the account. Previously, this trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be activated by reviews from platforms such as Trustpilot, Yelp, TripAdvisor, and other supported review sources. Businesses often gather reviews across multiple platforms, […]
https://clixio.io/wp-content/uploads/2026/08/4ea45af37ebf3d532684206e1a0f4784.png10381098Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-13 21:22:002026-08-13 21:22:00🌟 New Review Received Trigger Now Supports All Integrated Review Platforms
Overview We are enhancing document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, providing you with greater control over how sensitive information is accessed and shared. Previously, documents uploaded through notes were public and could be shared […]
https://clixio.io/wp-content/uploads/2026/08/05f0a5ceec34f8c78a40d0476b79a584-scaled.png13802560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-12 03:12:002026-08-12 03:12:00Private by default: Enhanced privacy controls for documents uploaded through notes
In dashboards and custom reports, each widget’s numerical statistic now displays a trend badge (▲/▼ with % change). You can control whether an increase or decrease in that number should be highlighted in positive (green) or negative (red) colours. For metrics where lower values are better — such as unsubscribe rates, bounce rates, churn, or […]
https://clixio.io/wp-content/uploads/2026/08/77d1ed7464be85434fb7c850bf98914b-scaled.png12532560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-12 00:11:002026-08-12 00:11:00Widget Trend Colors — Choose Whether an Increase or a Decrease Is “Good”
In dashboards and custom reports, every widget’s number stat displays a trend badge (▲/▼ with % change). You can now control whether an increase or a decrease in that number is shown in positive (green) or negative (red) colours. Metrics where lower is better — such as unsubscribe rate, bounce rate, churn, or cost per […]
https://clixio.io/wp-content/uploads/2026/08/77d1ed7464be85434fb7c850bf98914b-scaled.png12532560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-12 00:11:002026-08-12 00:11:00Widget Trend Badge Color — Choose Whether an Increase or a Decrease Is “Good”
Funnels can now include a complete e-commerce store experience, allowing merchants to combine funnel steps with product browsing, cart, checkout, and order confirmation in one seamless flow. Adding a store automatically creates five store steps: Product List, Product Details, Cart, Checkout, Thank You. Store elements such as Featured Product, Upsell, Collection List, Search Bar, and […]
Your Threads content can now seamlessly integrate with your overall social strategy. ✨ With Threads Post Sync (Beta), you can automatically import your existing Threads posts into Social Planner. This allows you to manage historical content, monitor engagement, and repurpose posts all in one place. Note: Available in Beta through Labs. 🚀 What’s New Automatically […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-11 18:47:002026-08-11 18:47:00Threads Post Sync in Social Planner- Labs
Opportunity forms can now automatically adapt based on each deal. Admins have the capability to control which fields or folders are displayed, as well as which fields are mandatory, depending on an opportunity’s pipeline, stage, status, or other field values. Create rules using single conditions or AND/OR logic. Utilise pipeline, pipeline stage, status, dropdown, radio, […]
The Abandoned Cart and Order Fulfilled Workflow triggers can now utilise Available Quantity as a filter and custom value. This enhancement allows users to create automations based on product inventory levels. Select the Abandoned Cart or Order Fulfilled trigger . Add Global Products to the workflow filters. Select a single Price , then configure Available […]
https://clixio.io/wp-content/uploads/2026/08/d9be5163a3021275531c580baa3a4395-scaled.png15962560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-11 16:35:002026-08-11 16:35:00Available Quantity as a Custom Value & Workflow Filter
Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment , making it easy to share whenever a customer needs it. This is available across Meetings and Services . You can now generate a reschedule link on demand from an existing appointment. Generate a reschedule […]
We’ve enhanced how Week Start preferences function across Meetings, Services, and Rentals, ensuring your preferred start of the week remains consistent throughout the scheduling experience. You can select whether your week begins on Saturday, Sunday, or Monday , and Calendars will now honour this preference across all in-app scheduling experiences. Your Week Start preference is […]
https://clixio.io/wp-content/uploads/2026/08/41943e1204c0c5c05a9576194948ff64.png9341488Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-11 12:52:002026-08-11 12:52:00📅 Week Start Preferences Are Now Consistent Across Calendars
In labs: Organize and personalize tags with categories and colors
/in What's New?Tags are now easier to organise, identify, and manage with tag categories and customisable tag colours. You can group related tags into categories and assign colours to make tags easier to recognise across your account. Existing tags will automatically appear in grey and will be placed under the No category category, so your current setup […]
Communities – Smarter Join Requests with Workflow Automation
/in What's New? Automations, CommunitiesCommunity admins can now automate how join requests are reviewed, routed, and acted on using a new workflow trigger, without manually reviewing every submission. 🔗 New Workflow Trigger: Requested to Join Group: A new Requested to Join Group trigger is now available in Workflows. It fires whenever a user submits a request to join a […]
Client Portal — Invoice & Estimate Notifications for Contacts 🔔
/in What's New? Client Portal, Documents & Contracts, PaymentsContacts can now receive in-app notifications directly inside the Client Portal whenever a new invoice or estimate is issued to them. This gives clients immediate visibility into important billing activity, helping them review estimates and take action on invoices faster without relying only on email notifications. 🔔 Notifications for New Invoices When a new invoice […]
Appointments in the Client Portal
/in What's New? Calendar, Client Portal, MembershipsClients can now book, view, and manage appointments directly from the Client Portal, giving them one place to manage their schedule without switching to emails, booking links, or other tools. 📅 View Appointments in One Place Clients can see their appointments directly inside the Client Portal with: Today, Upcoming, and Past views A full calendar […]
WhatsApp Analytics in the AI Assistant in Workflows
/in What's New? AutomationsThe AI Assistant in Workflows now reports on WhatsApp performance alongside Email and SMS. You can ask about any WhatsApp step in plain language and get delivery and read metrics calculated from live data. Delivery and read analytics for WhatsApp steps The Assistant returns total sends, delivered, failed, and pending counts for any WhatsApp step, […]
Google Merchant Center Integration for Ecommerce Stores
/in What's New? E-Commerce, Integrations**Google Merchant Center is now available as a Marketplace app, allowing merchants to connect their Ecommerce Store to Google Merchant Center and sync eligible Store Products for visibility across Google Shopping and other supported Google surfaces. Key capabilities include: Connect Google Merchant Center Install the app from Marketplace and connect your Google account. Select the […]
Client Portal — Graceful OTP Fallback for Expired Magic Links
/in What's New? Client PortalExpired Client Portal Magic Links Improvement Expired Client Portal magic links no longer lead contacts to a dead end. Contacts are now automatically redirected to the OTP login flow, making it easier to regain access without requesting or regenerating a new magic link. 🔗 Automatic Fallback for Expired Magic Links When a contact opens an […]
📢 Course Announcements | Clixio Changelog
/in What's New?Keeping learners informed just got easier! Course creators can now share important updates directly within their courses using Course Announcements . * Create & manage announcements — Create, edit, clone, and delete announcements directly from the Courses admin. * Rich content support — Add formatted text, images, and links to make announcements more engaging. * […]
Contact overlay for opportunities and appointments
/in What's New? Automations, Conversations, Opportunities and PipelinesImproved Access to Contact Details We’re making it easier to view and interact with contact details without losing your place. With the new contact overlay , clicking a contact’s name from the opportunities (contact name or conversation icon) or appointments page now opens the contact within the same page instead of automatically redirecting you to […]
Import Data Directly from HubSpot into Clixio
/in What's New? CRM, Opportunities and PipelinesTransitioning from HubSpot to Clixio Made Easy Thanks to the new HubSpot Importer, you can now effortlessly connect your HubSpot account and transfer essential CRM data directly into Clixio—eliminating the need for manual CSV exports. You can now import the following: Contacts Deals as Opportunities Companies Contact, Company, and Deal properties as Custom Fields Pipelines […]
🌟 New Review Received Trigger Now Supports All Integrated Review Platforms
/in What's New? Automations, ReputationThe “New Review Received” Workflow Trigger now supports reviews from all review platforms integrated with the account. Previously, this trigger was limited to Google Reviews and Facebook Reviews. Now, workflows can also be activated by reviews from platforms such as Trustpilot, Yelp, TripAdvisor, and other supported review sources. Businesses often gather reviews across multiple platforms, […]
Private by default: Enhanced privacy controls for documents uploaded through notes
/in What's New? Documents & ContractsOverview We are enhancing document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, providing you with greater control over how sensitive information is accessed and shared. Previously, documents uploaded through notes were public and could be shared […]
Widget Trend Colors — Choose Whether an Increase or a Decrease Is “Good”
/in What's New?In dashboards and custom reports, each widget’s numerical statistic now displays a trend badge (▲/▼ with % change). You can control whether an increase or decrease in that number should be highlighted in positive (green) or negative (red) colours. For metrics where lower values are better — such as unsubscribe rates, bounce rates, churn, or […]
Widget Trend Badge Color — Choose Whether an Increase or a Decrease Is “Good”
/in What's New?In dashboards and custom reports, every widget’s number stat displays a trend badge (▲/▼ with % change). You can now control whether an increase or a decrease in that number is shown in positive (green) or negative (red) colours. Metrics where lower is better — such as unsubscribe rate, bounce rate, churn, or cost per […]
Add Ecommerce Stores Directly to Funnels
/in What's New?Funnels can now include a complete e-commerce store experience, allowing merchants to combine funnel steps with product browsing, cart, checkout, and order confirmation in one seamless flow. Adding a store automatically creates five store steps: Product List, Product Details, Cart, Checkout, Thank You. Store elements such as Featured Product, Upsell, Collection List, Search Bar, and […]
Threads Post Sync in Social Planner- Labs
/in What's New? Dashboard, Reporting, Social PlannerYour Threads content can now seamlessly integrate with your overall social strategy. ✨ With Threads Post Sync (Beta), you can automatically import your existing Threads posts into Social Planner. This allows you to manage historical content, monitor engagement, and repurpose posts all in one place. Note: Available in Beta through Labs. 🚀 What’s New Automatically […]
Conditional Custom Fields for Opportunities
/in What's New? Automations, Forms, Opportunities and Pipelines, ReportingOpportunity forms can now automatically adapt based on each deal. Admins have the capability to control which fields or folders are displayed, as well as which fields are mandatory, depending on an opportunity’s pipeline, stage, status, or other field values. Create rules using single conditions or AND/OR logic. Utilise pipeline, pipeline stage, status, dropdown, radio, […]
Available Quantity as a Custom Value & Workflow Filter
/in What's New? AutomationsThe Abandoned Cart and Order Fulfilled Workflow triggers can now utilise Available Quantity as a filter and custom value. This enhancement allows users to create automations based on product inventory levels. Select the Abandoned Cart or Order Fulfilled trigger . Add Global Products to the workflow filters. Select a single Price , then configure Available […]
🔗 Generate & Copy Reschedule Links Directly from Appointments
/in What's New? Conversations, Opportunities and PipelinesNeed to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment , making it easy to share whenever a customer needs it. This is available across Meetings and Services . You can now generate a reschedule link on demand from an existing appointment. Generate a reschedule […]
📅 Week Start Preferences Are Now Consistent Across Calendars
/in What's New? CalendarWe’ve enhanced how Week Start preferences function across Meetings, Services, and Rentals, ensuring your preferred start of the week remains consistent throughout the scheduling experience. You can select whether your week begins on Saturday, Sunday, or Monday , and Calendars will now honour this preference across all in-app scheduling experiences. Your Week Start preference is […]