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Client Portal > Advanced Permissions for Client Portal users

June 25, 2025/in What's New? Client Portal, Documents & Contracts

A Smarter, Cleaner Client Portal Just for You! We have made the Client Portal even more personalised! Now, you’ll only see the apps and features that are active and relevant to you, resulting in a simpler, cleaner, and easier-to-navigate experience. 👀 What’s New? 🎯 Only See What Matters Apps like Courses, Affiliates, Invoices, Estimates, and […]

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Introducing the Number Counter Widget in Funnels & Websites

June 25, 2025/in What's New? Funnels and Websites

Transform raw statistics into captivating, animated highlights that grab attention and reinforce your brand’s achievements. Ideal for showcasing revenue milestones, satisfied clients, social-proof metrics, and more! Multiple Counters, One Element Add as many counters as your narrative requires—whether it’s a single hero stat or an entire grid of accomplishments, it’s effortless. Automatically abbreviate large numbers […]

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Revamped Builder Layout for Forms, Surveys & Quizzes (in Labs)

June 25, 2025/in What's New? Automations, Forms, Surveys

We have restructured the builder experience for Forms, Surveys, and Quizzes to make it cleaner, faster, and more intuitive. This update focuses on reorganising key functions for better accessibility—without changing any core functionality. Settings Tab Revamp: All configuration controls that were previously nested under the right-side Options panel are now accessible via a dedicated Settings […]

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Download Button for Digital Products on Thank You Page in Ecommerce Stores

June 25, 2025/in What's New?

What’s New? We are excited to announce that store owners can now enable a Download button for digital products directly on the Thank You page. This enhancement allows customers to easily access and download their digital purchases immediately after completing an order. How to Use It? Navigate to Stores > Select Store > Edit Thank […]

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Smarter Folder Management and Streamlined Bulk QR Creation

June 25, 2025/in What's New?

This release introduces several enhancements designed to simplify the organisation of QR codes and streamline bulk creation workflows: **Move QR Code to Folder** Users can now move individual QR codes to any folder directly from the grid view. This update enhances organisational flexibility without the need for bulk actions. **Folder Selection Now Optional in Bulk […]

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Auto-Save for Badges — Design Without Fear

June 24, 2025/in What's New?

The Badge Builder now auto-saves your work in real-time, ensuring you never lose progress — even if your internet connection fails. Creating badges is a creative process, and nothing disrupts momentum like lost work. Now you can explore ideas, experiment freely, and never worry about starting over.

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Support for User Management permissions in User API

June 24, 2025/in What's New?

We have introduced API support for User Management permissions (view & manage users and view users), which control the ability to view, create, and edit users. Previously, these permissions were deemed security-sensitive and critical, thus updates via the users’ API were restricted. Additionally, we have incorporated another check in the Enhanced Account Security, providing agencies […]

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Hosted Video Updates for Funnels & Websites

June 24, 2025/in What's New? Funnels and Websites

We have resolved a long-standing UI inconsistency that affected hosted video elements in the Page Builder when viewed on iOS devices. Previously, iOS utilized its native play icon, which appeared visually unrefined and inconsistent with the overall design language of the platform. We have replaced the default iOS-native play icon with a custom SVG-based play […]

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Manage Payments when merging Contacts

June 24, 2025/in What's New? Payments

Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny New Payments What’s New? Businesses can now view the merged contact’s transactions and subscriptions on the Master Contact’s Details page. While existing transactions, subscriptions, orders, and receipts will still show the previous contact’s name, clicking on the contact will open the Details page […]

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Review Widget – New Floating Badge & Slider Widgets + AI Styling 🎯

June 23, 2025/in What's New?

Take your review showcases to the next level! We’ve introduced a brand-new Floating Badge Widget, enhanced customisation controls, and complete flexibility over how AI summaries are displayed. 🪄 Floating Badge Widget A minimal, persistent badge to highlight reviews in any corner of your site. Choose the badge position: Top/Bottom + Left/Right. Set the interval for […]

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Mobile Payments: Active Transactions inside POS

June 23, 2025/in What's New? Documents & Contracts, Payments

We are excited to announce our latest update to mobile payments – **Active Transactions** inside the POS! Users can now access the POS, tap on the **Active Transactions** menu from the bottom bar, and accept payments for all due and overdue estimates, invoices, and appointment payments. This update is live on version v3.100.2 on Clixio, […]

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Calendar Settings Just Got Easier to Understand!

June 23, 2025/in What's New? Calendar, Payments

We’ve enhanced the calendar setup experience by incorporating helpful info icons and clear descriptions across all settings. Now, it’s quicker than ever to understand what each setting does—ranging from availability and recurring meetings to payments and sync preferences . This update provides built-in clarity at every step of the configuration process, enabling you to make […]

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Account Dashboards: Custom Fields in Table Widget

June 20, 2025/in What's New?

You can now add custom fields as selectable columns in your Contacts and Opportunities table widgets, providing you with greater flexibility and visibility directly from the dashboard. Custom fields can now be added as columns in Contacts and Opportunities table widgets. Birthdate has also been included as a table column for contacts widgets. Enter Edit […]

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Form and Survey Builder Now Opens in a Pop-Up inside Funnel Builder!

June 20, 2025/in What's New? Automations, Forms, Surveys

We have enhanced the Funnel Builder by embedding the Form/Survey Builder directly within the interface. Instead of opening in a new tab, forms now launch in a 90% screen modal, providing a faster and more seamless editing experience. Previously, editing a form or survey would redirect you to a separate tab, creating friction and disrupting […]

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Fully Customizable Notifications in Services

June 20, 2025/in What's New? Calendar

We’re excited to announce that Services (currently in private beta) now supports completely customizable email and in-app notifications. This enhancement gives you greater control over how and when your customers and team members are informed throughout the booking journey. — Six Notification Triggers Available: Configure notifications for key moments in the service appointment lifecycle: — […]

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New Enhancements in Services (Currently in Private Beta)

June 20, 2025/in What's New? Calendar

We’ve introduced several exciting improvements in Services to streamline setup, enhance visibility, and improve usability across the booking experience. ✅ Default User Availability Per Service To reduce setup friction, when a new staff member is added to a service, they are now automatically configured with a default availability of 9 AM to 5 PM . […]

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Personalize Your Chat Widget’s Contact Form Prompt

June 20, 2025/in What's New? Chat Widget, Conversations

Give your visitors a warm, on-brand welcome before they share their details. The new Contact Form Message allows you to replace or remove the default contact form prompt, ensuring that every chat starts exactly how you want it. **Navigate:** Go to Chat Widget builder → Chat Window → Live Chat Assigned. **Enable:** Flip on Enable […]

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Conversation AI – Human Handover

June 20, 2025/in What's New? Automations, Conversation AI, Conversations

What’s New? Human Handover for Conversation AI Your AI bot can now automatically transfer conversations to a human when it recognises that it is no longer the best option for assistance. Whether due to a complex question, repeated failures, or a direct request such as “Can I speak to a human?”, the bot ensures your […]

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Use Physical Deskphones linked to your CRM (SIP Endpoints)

June 19, 2025/in What's New? CRM

19th June 2025 Use Your Physical Desk Phone with Clixio (SIP Endpoints) Utilise a VoIP desk phone that remains connected to your CRM. Make both outbound and inbound calls using your desk phone. Transfer calls to team members with blind transfers. Take advantage of call recording and transcription features. Available through Labs. Enable via Labs: […]

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International Automatic Taxes (Includes VAT)

June 19, 2025/in What's New? E-Commerce, Funnels and Websites, Payments

Business can now configure and apply automatic taxes for multiple countries including both those within and outside the United States, ensuring accurate and compliant tax calculations across global checkouts. What’s New? Businesses can select multiple countries for automatic tax calculations and can also add country-specific VAT IDs or local tax ID numbers . Businesses can […]

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RSS Latest Feature Updates

  • Spintax – Create dynamic variants of your emails easily 🚀 June 8, 2026
  • HouseCall Pro – Workflow action & triggers June 5, 2026
  • QR Code Sharing in Funnel Builder June 5, 2026
  • Product Custom Values for Dynamic Product Details Page Content June 5, 2026
  • Invoices – Accounting sync | Clixio Changelog June 5, 2026
  • Ad Manager: Draft support for Meta lead forms June 5, 2026
  • Analytics & Discovery Sub Agent in AI Builder in Workflows June 4, 2026
  • Pricing Update: SMS Costs for Select International Destinations Effective June 12, 2026 June 4, 2026
  • Alt Text Support for Images in Social Planner June 4, 2026
  • Conversations AI: Enhanced Audio Understanding June 3, 2026
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