Managing affiliates just got easier! With Quick Campaign Actions, you can now add or remove affiliates directly from the Affiliate List Page, streamlining your workflow and saving time. Adding an Affiliate to a Campaign Go to Affiliate Manager → Affiliate List Page Click the three-dot menu next to the affiliate’s name Select Campaign Actions → […]
We’re excited to roll out a series of updates aimed at making the Calendars module more intuitive and user-friendly —especially for first-time users . These enhancements are designed to r educe friction , guide users more effectively, and help them get value from the platform faster. 🧭 Smarter Empty States with Clear Guidance 🧩 Simplified […]
https://clixio.io/wp-content/uploads/2025/03/9cdc19e2bddc3b274c5b6962fa7726a2.png12622282Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-28 14:25:002025-03-28 14:25:00Improving the First-Time Experience in Calendars
**Seamless CSV Import:** You can now import invoices from external platforms via a CSV file. This means if you have invoice data in a spreadsheet or exported from another tool, you can bring it into the system in just a few clicks. **Date Field & Tax Mapping:** When importing, you get to map CSV columns […]
https://clixio.io/wp-content/uploads/2025/03/bf13598f2f4956cbed6646d6d5e937b9-scaled.png10952560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-27 22:50:002025-03-27 22:50:00Import Old Invoices using CSV
Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny improved fixed Automations Objective This release focuses on improving the experience users have in using Execution logs and Enrollment History (EL & EH). We want users to be able to debug any issues which they have on a workflow just by […]
We’re thrilled to introduce the Estimates feature for the client portal where users can view and manage their Estimates in one place Users can view a list of estimates to which they are a part of, with all necessary details Users can view the estimate from the client portal end Download estimates is implemented within […]
Add Media via Links : Easily embed audio or video content into your lessons using downloadable URLs. In-Platform Playback : Linked media is playable directly within the platform, creating a seamless learning experience. Media Format Validation : The system automatically validates linked files to ensure only supported audio/video formats are accepted. Enhanced Engagement : Add […]
https://clixio.io/wp-content/uploads/2025/03/e4ca5d7e4bc3dac6f93c17d440f8ea4c-scaled.png13922560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-27 21:30:002025-03-27 21:30:00Add Media via Links in Courses
https://www.example.com/image.png) 🚀 Improved Issuing Process The issuing process for certificates has been streamlined for faster turnaround times. Users can now track the progress of their certificate issuance in real-time. Automated reminders will be sent to users for any pending certificates. 🎨 Customizable Templates Users can now choose from a variety of templates to customise their […]
With the introduction of Bank Transfers as a new payout method, you now have full control over which payment options are available for your affiliates. Open the Affiliate Manager. Go to Settings. Click on Affiliate Portal Settings → “Configure Payout Methods” Select the payout methods you want to offer affiliates. Save your changes. Affiliates will […]
We’ve introduced Bank Payouts as a new payment method for affiliates! Now, both businesses and affiliates have more flexibility in managing payouts. Additionally, affiliates can set their preferred payout method and manage their payment details directly from their portal. Adding Bank as a Payout Method Go to the Affiliate Profile. Scroll down and switch to […]
Until now, users could only engage in one-on-one conversations but with Group Chat, they can now collaborate with multiple contacts in a single thread, enabling faster coordination, clearer communication, and better client engagement – all from their phone. This feature is now live on the public beta for Clixio and LeadConnector, with a full rollout […]
https://clixio.io/wp-content/uploads/2025/03/f1ae69725a18e6885b7a48afce0ffb77-scaled.png25601181Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-27 05:04:002025-03-27 05:04:00Group Chat on Mobile App
Automatic Population of Sample Data in New Subaccounts When creating a new subaccount, the CRM now automatically populates it with sample data for Opportunities, Pipeline, Contacts (including an additional contact linked to an Opportunity), Tasks, Notes, Companies, and Tags. Each sample record includes the prefix “(Example)” to clearly differentiate it from actual data. These pre-populated […]
https://clixio.io/wp-content/uploads/2025/03/3a3bd4b1a0547ee613905565efcbb68a-scaled.png9552560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-27 04:05:002025-03-27 04:05:00Automatic Sample Data for New Subaccounts
Domain management just got a major upgrade! All domains—whether used for Funnels, Websites, Stores, Webinars, Blogs, WordPress, Emails, Client Portals, or Branded Domains—are now accessible from a single, centralized Domains settings page within each sub-account. Plus, the ‘Connect a Domain’ flow now supports more product types, including Email and WordPress, allowing for a seamless connection […]
https://clixio.io/wp-content/uploads/2025/03/7f598569d816500d174abb2f758939ff-scaled.png12922560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-26 23:33:002025-03-26 23:33:00Centralized Domain Management is Now LIVE 🚀
Exciting update: UK English now supported for NMI and Authorize.net on POS and Mobile Payments! We are delighted to announce our latest update: UK English is now supported for NMI and Authorize.net on Point of Sale and Mobile Payments! Users can now begin using the Point of Sale with NMI and Authorize.net for new cards […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-26 23:19:002025-03-26 23:19:00NMI and Authorize.net as Payment Providers for POS and Mobile Payments – Mobile App Public Beta
We are thrilled to announce our latest update to mobile payments – support for Square for POS and Mobile Payments! Users can now start using Cards on File, Manual Card Entry, and connect Square Readers to accept in-person payments using the POS on the mobile app. This update is live on the public beta programme […]
https://clixio.io/wp-content/uploads/2025/03/7a0d08290fcf5c75519e0211937421dd.png25561179Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-26 23:14:002025-03-26 23:14:00Square as a Payment Provider for POS and Mobile Payments – Mobile App Public Beta
To align with industry standards, we are updating our messaging policies concerning Canadian 10-digit long code (10DLC) numbers. These changes pertain to messages sent from Canadian numbers to recipients in both the United States and Canada. Messaging from Canada to the United States: Effective immediately, all messages sent from Canadian 10DLC numbers to U.S. recipients […]
We’re thrilled to announce an enhancement to the search functionality in Audit Logs! Previously, users could only search using document IDs, which was often confusing and unintuitive. With this update, we now support free text search, making it easier to find relevant log entries. Free Text Search: Users can now search for any header under […]
Creating Draft Documents using Workflows | Clixio Changelog You can now generate contracts as drafts using the Send Documents & Contracts action in Workflows, ensuring only the designated person reviews and sends them. Create/Edit a Workflow: Add a trigger (e.g., new deal stage). Add “Send Documents & Contracts”: Select your contract template and set Sending […]
Introducing the Appointment Side Drawer We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek , scalable design that brings a more efficient experience across the platform. 🆕 Appointment Modal Now Opens in a Side Drawer The appointment modal now opens as a right-hand side drawer instead […]
https://clixio.io/wp-content/uploads/2025/03/338e6625b174de3cc4a1821605159222-scaled.png12452560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-26 21:10:002025-03-26 21:10:00Appointment Modal – Now in a Side Drawer
We’ve introduced new improvements to the ‘Add Guests’ experience, giving you more control over how guests are handled during appointment bookings. Payment Calculation Based on Attendee Count Mandatory Guest Information A new setting allows you to make guest details mandatory during the booking process. When enabled: Users must add at least one guest to proceed […]
We’ve introduced a UI validation that automatically checks your 24-hour messaging limit per phone number, preventing you from exceeding Meta’s allowed thresholds. This helps you avoid hitting Tier-based limits (1,000 messages/24 hours) and significantly reduces the risk of account bans or phone number being flagged Messaging Limit Enforcement Automatically checks the number of selected contacts […]
Account Affiliate Manager: Quick Campaign Actions
/in What's New? Affiliate Manager, AutomationsManaging affiliates just got easier! With Quick Campaign Actions, you can now add or remove affiliates directly from the Affiliate List Page, streamlining your workflow and saving time. Adding an Affiliate to a Campaign Go to Affiliate Manager → Affiliate List Page Click the three-dot menu next to the affiliate’s name Select Campaign Actions → […]
Improving the First-Time Experience in Calendars
/in What's New? CalendarWe’re excited to roll out a series of updates aimed at making the Calendars module more intuitive and user-friendly —especially for first-time users . These enhancements are designed to r educe friction , guide users more effectively, and help them get value from the platform faster. 🧭 Smarter Empty States with Clear Guidance 🧩 Simplified […]
Import Old Invoices using CSV
/in What's New? Payments**Seamless CSV Import:** You can now import invoices from external platforms via a CSV file. This means if you have invoice data in a spreadsheet or exported from another tool, you can bring it into the system in just a few clicks. **Date Field & Tax Mapping:** When importing, you get to map CSV columns […]
Execution Logs & Enrolment History – Enhancements
/in What's New? AutomationsClixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny improved fixed Automations Objective This release focuses on improving the experience users have in using Execution logs and Enrollment History (EL & EH). We want users to be able to debug any issues which they have on a workflow just by […]
Estimates for Client Portal | Clixio Changelog
/in What's New? Client Portal, DashboardWe’re thrilled to introduce the Estimates feature for the client portal where users can view and manage their Estimates in one place Users can view a list of estimates to which they are a part of, with all necessary details Users can view the estimate from the client portal end Download estimates is implemented within […]
Add Media via Links in Courses
/in What's New?Add Media via Links : Easily embed audio or video content into your lessons using downloadable URLs. In-Platform Playback : Linked media is playable directly within the platform, creating a seamless learning experience. Media Format Validation : The system automatically validates linked files to ensure only supported audio/video formats are accepted. Enhanced Engagement : Add […]
Shareable Certificates and Optimized Downloads
/in What's New? Certificateshttps://www.example.com/image.png) 🚀 Improved Issuing Process The issuing process for certificates has been streamlined for faster turnaround times. Users can now track the progress of their certificate issuance in real-time. Automated reminders will be sent to users for any pending certificates. 🎨 Customizable Templates Users can now choose from a variety of templates to customise their […]
Account Affiliate Manager: Configurable Payout Methods
/in What's New? Affiliate ManagerWith the introduction of Bank Transfers as a new payout method, you now have full control over which payment options are available for your affiliates. Open the Affiliate Manager. Go to Settings. Click on Affiliate Portal Settings → “Configure Payout Methods” Select the payout methods you want to offer affiliates. Save your changes. Affiliates will […]
Account Affiliate Manager: Banks payouts for Affiliates
/in What's New? Affiliate Manager, Forms, PaymentsWe’ve introduced Bank Payouts as a new payment method for affiliates! Now, both businesses and affiliates have more flexibility in managing payouts. Additionally, affiliates can set their preferred payout method and manage their payment details directly from their portal. Adding Bank as a Payout Method Go to the Affiliate Profile. Scroll down and switch to […]
Group Chat on Mobile App
/in What's New? ConversationsUntil now, users could only engage in one-on-one conversations but with Group Chat, they can now collaborate with multiple contacts in a single thread, enabling faster coordination, clearer communication, and better client engagement – all from their phone. This feature is now live on the public beta for Clixio and LeadConnector, with a full rollout […]
Automatic Sample Data for New Subaccounts
/in What's New? CRM, Opportunities and PipelinesAutomatic Population of Sample Data in New Subaccounts When creating a new subaccount, the CRM now automatically populates it with sample data for Opportunities, Pipeline, Contacts (including an additional contact linked to an Opportunity), Tasks, Notes, Companies, and Tags. Each sample record includes the prefix “(Example)” to clearly differentiate it from actual data. These pre-populated […]
Centralized Domain Management is Now LIVE 🚀
/in What's New? Blogs, Domain Connect, Funnels and WebsitesDomain management just got a major upgrade! All domains—whether used for Funnels, Websites, Stores, Webinars, Blogs, WordPress, Emails, Client Portals, or Branded Domains—are now accessible from a single, centralized Domains settings page within each sub-account. Plus, the ‘Connect a Domain’ flow now supports more product types, including Email and WordPress, allowing for a seamless connection […]
NMI and Authorize.net as Payment Providers for POS and Mobile Payments – Mobile App Public Beta
/in What's New? PaymentsExciting update: UK English now supported for NMI and Authorize.net on POS and Mobile Payments! We are delighted to announce our latest update: UK English is now supported for NMI and Authorize.net on Point of Sale and Mobile Payments! Users can now begin using the Point of Sale with NMI and Authorize.net for new cards […]
Square as a Payment Provider for POS and Mobile Payments – Mobile App Public Beta
/in What's New? PaymentsWe are thrilled to announce our latest update to mobile payments – support for Square for POS and Mobile Payments! Users can now start using Cards on File, Manual Card Entry, and connect Square Readers to accept in-person payments using the POS on the mobile app. This update is live on the public beta programme […]
Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
/in What's New?To align with industry standards, we are updating our messaging policies concerning Canadian 10-digit long code (10DLC) numbers. These changes pertain to messages sent from Canadian numbers to recipients in both the United States and Canada. Messaging from Canada to the United States: Effective immediately, all messages sent from Canadian 10DLC numbers to U.S. recipients […]
Text Search on Audit Logs
/in What's New?We’re thrilled to announce an enhancement to the search functionality in Audit Logs! Previously, users could only search using document IDs, which was often confusing and unintuitive. With this update, we now support free text search, making it easier to find relevant log entries. Free Text Search: Users can now search for any header under […]
Creating Draft Documents using Workflows
/in What's New? Automations, Documents & ContractsCreating Draft Documents using Workflows | Clixio Changelog You can now generate contracts as drafts using the Send Documents & Contracts action in Workflows, ensuring only the designated person reviews and sends them. Create/Edit a Workflow: Add a trigger (e.g., new deal stage). Add “Send Documents & Contracts”: Select your contract template and set Sending […]
Appointment Modal – Now in a Side Drawer
/in What's New? Calendar, ConversationsIntroducing the Appointment Side Drawer We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a sleek , scalable design that brings a more efficient experience across the platform. 🆕 Appointment Modal Now Opens in a Side Drawer The appointment modal now opens as a right-hand side drawer instead […]
Add Guests – Enhancements | Clixio Changelog
/in What's New?We’ve introduced new improvements to the ‘Add Guests’ experience, giving you more control over how guests are handled during appointment bookings. Payment Calculation Based on Attendee Count Mandatory Guest Information A new setting allows you to make guest details mandatory during the booking process. When enabled: Users must add at least one guest to proceed […]
WhatsApp UI Validation to Enforce 24-Hour Messaging Limits
/in What's New? ConversationsWe’ve introduced a UI validation that automatically checks your 24-hour messaging limit per phone number, preventing you from exceeding Meta’s allowed thresholds. This helps you avoid hitting Tier-based limits (1,000 messages/24 hours) and significantly reduces the risk of account bans or phone number being flagged Messaging Limit Enforcement Automatically checks the number of selected contacts […]