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
We’ve rolled out a set of improvements across Services (v2) to provide businesses with more ways to communicate with customers, customise their booking experience, and reduce the time spent configuring their setup. Here’s what’s new 👇 💬 WhatsApp Notifications for Services Services (v2) now supports WhatsApp notifications , in addition to the existing Email and […]
Businesses can now redeem a customer’s Gift Card while collecting payments directly from an appointment — across Meetings, Services, and Rentals calendars. Previously, Gift Cards could only be redeemed by customers through customer-facing checkout flows. With this update, businesses can apply a customer’s available Gift Card balance when collecting a payment on their behalf, including […]
Chat Widget Support now includes Clixio’s native Speech-to-Speech (S2S) Voice AI agents alongside the existing Voice AI agents. S2S and existing Voice AI agents are available within the same Agent dropdown . The Chat Widget automatically identifies the selected agent type and launches the appropriate voice experience. Existing Voice AI agents continue to function as […]
https://clixio.io/wp-content/uploads/2026/08/d89e222f2b31b963711d37eb885aaecb.png11802048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-11 05:02:002026-08-11 05:02:00Native Speech-to-Speech Voice AI Support in Chat Widget
The AI Agent Action has just become significantly more affordable to operate. We have implemented a series of cost optimisations throughout the agent execution pipeline that reduce the cost of every agent run, without altering agent behaviour, output quality, or setup. During internal testing, we found that agent executions are now 40 to 50 per […]
https://clixio.io/wp-content/uploads/2026/08/9ad609fe82fd5c12405632cd61f926e0-scaled.png10112560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-11 03:21:002026-08-11 03:21:00AI Agent action now upto 50% cheaper to run
We have enhanced the representation of rental pricing on invoices. Each invoice line item now displays the actual per-unit cost and the true quantity booked, making rental invoices clearer, more accurate, and easier for customers to understand at a glance. ✅ Invoice line items now show accurate per-unit pricing Invoices now present the true per-unit […]
https://clixio.io/wp-content/uploads/2026/08/b77b624199ff6095e3776a0968a27805.png12621812Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-10 16:25:002026-08-10 16:25:00Clearer and More Accurate Invoice Line Items for Rentals
We’ve Expanded Embedded Placement Support Embedded placement support is now available for all Chat Widget types, offering users increased flexibility in how conversations are displayed across websites, funnels, landing pages, and other embedded experiences. Previous Limitations Previously, the Sticky / Embedded placement option was restricted to Live Chat and Voice AI. Other chat types consistently […]
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 […]
✨ Services (v2): Enhancements | Clixio Changelog
/in What's New? Email BuilderWe’ve rolled out a set of improvements across Services (v2) to provide businesses with more ways to communicate with customers, customise their booking experience, and reduce the time spent configuring their setup. Here’s what’s new 👇 💬 WhatsApp Notifications for Services Services (v2) now supports WhatsApp notifications , in addition to the existing Email and […]
Gift Cards: Redeem Gift Cards While Collecting Calendar Payments
/in What's New? Calendar, PaymentsBusinesses can now redeem a customer’s Gift Card while collecting payments directly from an appointment — across Meetings, Services, and Rentals calendars. Previously, Gift Cards could only be redeemed by customers through customer-facing checkout flows. With this update, businesses can apply a customer’s available Gift Card balance when collecting a payment on their behalf, including […]
Native Speech-to-Speech Voice AI Support in Chat Widget
/in What's New? Chat WidgetChat Widget Support now includes Clixio’s native Speech-to-Speech (S2S) Voice AI agents alongside the existing Voice AI agents. S2S and existing Voice AI agents are available within the same Agent dropdown . The Chat Widget automatically identifies the selected agent type and launches the appropriate voice experience. Existing Voice AI agents continue to function as […]
AI Agent action now upto 50% cheaper to run
/in What's New? Automations, ConversationsThe AI Agent Action has just become significantly more affordable to operate. We have implemented a series of cost optimisations throughout the agent execution pipeline that reduce the cost of every agent run, without altering agent behaviour, output quality, or setup. During internal testing, we found that agent executions are now 40 to 50 per […]
Clearer and More Accurate Invoice Line Items for Rentals
/in What's New? InvoicingWe have enhanced the representation of rental pricing on invoices. Each invoice line item now displays the actual per-unit cost and the true quantity booked, making rental invoices clearer, more accurate, and easier for customers to understand at a glance. ✅ Invoice line items now show accurate per-unit pricing Invoices now present the true per-unit […]
Chat Widget – Embed Any Chat Widget Inline
/in What's New? Chat Widget, Conversations, Funnels and WebsitesWe’ve Expanded Embedded Placement Support Embedded placement support is now available for all Chat Widget types, offering users increased flexibility in how conversations are displayed across websites, funnels, landing pages, and other embedded experiences. Previous Limitations Previously, the Sticky / Embedded placement option was restricted to Live Chat and Voice AI. Other chat types consistently […]