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Documents & Contracts: Cloning of Documents

April 29, 2025/in What's New? Dashboard, Documents & Contracts, Payments

Until now, users were only able to clone templates, and it was cumbersome to create duplicates directly from existing documents. You first had to convert them into a template, and then use that template to create a similarly styled document. You can now simply click on ‘Clone’ within a document to create a duplicate. Navigate […]

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Rearrange Elements and Layouts with Arrow Controls 🚀

April 29, 2025/in What's New?

Rearranging Elements and Layouts: Previously, this was a manual and time-consuming process that involved multiple steps. Drag-and-Drop Intuition: The drag-and-drop option was not particularly intuitive for users. New Controls: We have introduced up and down arrow controls to allow users to move elements and layouts directly within the builder. Faster and easier organisation. A more […]

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Seamless Onboarding with New WordPress Site Setup CTAs and Emails

April 28, 2025/in What's New? Dashboard

We’ve made it easier than ever for users to get started with their WordPress sites immediately after payment — with clearer prompts, a smoother dashboard experience, and new targeted email notifications! 🚀 Email Notifications: We’ve added three new email triggers to guide users through their WordPress setup journey: Payment Confirmation Email: Confirms payment and prompts […]

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Add Popular Plugins on WordPress Site Setup

April 28, 2025/in What's New? Dashboard

You can now select from a curated list of popular WordPress plugins during the site creation process, making it quicker and easier to set up your site with essential tools from day one. Go to Sites → WordPress Dashboard. Click Create Site On the Popular Plugins step, select the plugins you wish to use. Finish […]

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Activity Section Upgrade

April 28, 2025/in What's New?

Overview We’ve fully redesigned the Contacts → Activity section. You’ll now see a continuous activity stream with distinct icons, date groupings, clickable cards, and backend optimisations, delivering faster load times and a cleaner interface. 🚀 What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) now has its own icon for instant recognition. […]

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A2P registration now helps you increase call answer rates too

April 25, 2025/in What's New?

23rd of April, 2025 Your outgoing Voice calls are more likely to get answered after you register for A2P SHAKEN/STIR registration helps you increase the call completion and call answer rates by verifying your ownership of the phone number. CNAM registration affects calling metrics similarly by helping you display your business name to your contacts […]

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Template Library is available in Blog

April 25, 2025/in What's New?

We introduced a Template Library in the Blog section to help you create blogs faster and more effectively. Save time with pre-built blog structure Choose from a variety of blog types Go to Sites > Blogs Click New → Select Start with Template Library Browse and click on a template to review it Click Continue […]

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🔒 WordPress SEO Indexing Control Is Live!

April 25, 2025/in What's New? Dashboard

You asked, we delivered—now you can manage SEO visibility for your WordPress sites directly from Clixio, no plugins or WP login required. Disable SEO Indexing: Prevent search engines from indexing your site with a simple toggle switch. One-Click Privacy: Ideal for development, staging, or private projects that shouldn’t show up on Google. Dashboard Toggle: Control […]

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Reconnect Button in Calendar Connections

April 25, 2025/in What's New? Calendar, Integrations

We’re making calendar and video conferencing integrations easier than ever! 🔄 Seamless Reconnection Flow Previously , if your calendar or video conferencing integration broke (due to expired tokens, permission changes, etc.), you had to remove the entire integration and reconnect from scratch. This was confusing and time-consuming. With our new Reconnect button , you can […]

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Ad Manager: Google Ads Improvements

April 25, 2025/in What's New?

We’ve significantly upgraded the Google Ads campaign builder within HL Ad Manager by adding support for better configuration options to give users more flexibility, control, and targeting capabilities. The updates include: Support for up to 15 Headlines & 4 Descriptions Keyword Match Types (Phrase, Broad, Exact) Bid Strategy: Maximise Clicks with CPC(Cost Per Click) Cap […]

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Skool importer for communities (Groups & Post importer)

April 25, 2025/in What's New? Communities

Introducing the Skool Importer for Clixio Community Platform We’re thrilled to introduce the Skool Importer—a powerful new feature that makes it easy to bring your Skool community into the Clixio Community platform. This enhancement simplifies the migration process by enabling community admins to import both members and posts from their Skool groups with minimal effort. […]

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Public APIs for Coupon Creation & Editing

April 24, 2025/in What's New?

Businesses would be able to use APIs to fetch and perform various actions on vouchers like create, update, delete, etc. with this feature. Covers various aspects of vouchers as follows: List Vouchers: Allows users to fetch all the vouchers for a location Create Voucher: Allows users to create a new voucher by defining all the […]

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Support for Dynamic pricing on the Orders API

April 24, 2025/in What's New? Calendar

What’s New? Businesses would be able to override the defined product price by increasing or decreasing the original amount on checkouts supporting Dynamic pricing via Orders API. Similar to Invoices, even if a product price is defined, based on a use case this price can be changed and calculation of taxes, discounts, additional charges, etc. […]

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Introducing SmartLists for Custom Objects!

April 24, 2025/in What's New? Opportunities and Pipelines

📝 Introducing SmartLists for Custom Objects We’re thrilled to introduce SmartLists for Custom Objects, empowering your team to effortlessly create, manage, and share personalised views for your Custom Objects—significantly enhancing collaboration and data visibility. SmartLists simplify managing Custom Objects by providing flexible, shareable views, ensuring your team always sees the most relevant information clearly and […]

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Introducing Opportunity Notes! | Clixio Changelog

April 24, 2025/in What's New? Opportunities and Pipelines

🔔 We’re introducing Opportunity Notes, a powerful new feature allowing notes to be independently linked to Opportunities and Contacts; enjoy greater flexibility and clarity in organising your information! This feature provides greater precision and clarity in managing notes by separating Opportunity notes from Contact notes, preventing clutter, and making important details easier to find. Entity-Specific […]

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Revamped Right Sidebar in the Page Builder!

April 24, 2025/in What's New?

The Right Sidebar Revamp The right sidebar in the Funnel and Website Builder has been redesigned with a cleaner, more modern UI to enhance your editing experience. Here’s what’s been updated: New Tab Structure: New uniform tab structure – “General”, “Styles” and “Animations” – Making it easier to locate design-related controls. Collapsible Panels: All settings […]

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Wizard for first-time review setup

April 24, 2025/in What's New? Reputation

Getting started with Reputation Management just got a whole lot easier! Introducing our brand-new Review Setup Wizard — designed to guide users step-by-step through everything they need to launch their review strategy in minutes. This widget lives right inside your Overview tab, and walks first-time users through the essential setup flow: ✅ Step 1: Connect […]

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Edit Snapshot Assets | Clixio Changelog

April 24, 2025/in What's New?

**You asked for more control over what goes into your snapshots — we delivered. With our latest update, you can now link or unlink assets directly from within your snapshots, giving you total precision over which assets are included when you push.** 🔗 **Enhanced Snapshot Push Control:** Edit linked assets within a snapshot to fine-tune […]

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Invoices & Receipts: Improved speed in Downloading PDFs

April 23, 2025/in What's New?

What’s new? You can now click on Download PDF under an Invoice/Receipt and download the file within 4 seconds. (95% of the times) ![Screenshot 2025-04-23 at 19]( What used to happen earlier? This used to take anywhere between 15 to 19 seconds. What’s next? Attaching PDF along with Emails of Invoices.

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Estimates & Invoices: Descriptions in Mobile View

April 23, 2025/in What's New?

Estimates & Invoices: Descriptions in Mobile View | Clixio Changelog Users were reported experiencing issues with descriptions of products not being available in the mobile view of Estimates & Invoices. This issue has now been resolved. Add a product with a description to an estimate or invoice. Previously, you were only able to view the […]

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RSS Latest Feature Updates

  • Store Deletion Behavior Update | Clixio Changelog April 23, 2026
  • Terms & Conditions Consent at Store Checkout April 23, 2026
  • Social Planner: Community now in Comment Management April 23, 2026
  • Opportunity Smart Lists | Clixio Changelog April 22, 2026
  • WhatsApp Calling (Closed Beta) | Clixio Changelog April 22, 2026
  • Printful Auto Shipping Profile & Live Rates at Checkout April 22, 2026
  • AI Pages — Customization & Content Enhancements April 21, 2026
  • Delete Schema Markup Feature | Clixio Changelog April 21, 2026
  • Custom Date Reminder: Now for Custom Objects, Opportunities and Companies April 21, 2026
  • Conversation AI – Services Calendar V2 Enhancements April 21, 2026
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