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Add Media via Links in Courses

March 27, 2025/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 […]

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Shareable Certificates and Optimized Downloads

March 27, 2025/in What's New? Certificates

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 […]

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Account Affiliate Manager: Configurable Payout Methods

March 27, 2025/in What's New? Affiliate Manager

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 […]

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Account Affiliate Manager: Banks payouts for Affiliates

March 27, 2025/in What's New? Affiliate Manager, Forms, Payments

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 […]

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Group Chat on Mobile App

March 27, 2025/in What's New? Conversations

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 […]

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Automatic Sample Data for New Subaccounts

March 27, 2025/in What's New? CRM, Opportunities and Pipelines

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 […]

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Centralized Domain Management is Now LIVE 🚀

March 26, 2025/in What's New? Blogs, Domain Connect, Funnels and Websites

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 […]

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NMI and Authorize.net as Payment Providers for POS and Mobile Payments – Mobile App Public Beta

March 26, 2025/in What's New? Payments

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 […]

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Square as a Payment Provider for POS and Mobile Payments – Mobile App Public Beta

March 26, 2025/in What's New? Payments

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 […]

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Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements

March 26, 2025/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 […]

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Text Search on Audit Logs

March 26, 2025/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 […]

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Creating Draft Documents using Workflows

March 26, 2025/in What's New? Automations, Documents & Contracts

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 […]

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Appointment Modal – Now in a Side Drawer

March 26, 2025/in What's New? Calendar, Conversations

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 […]

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Add Guests – Enhancements | Clixio Changelog

March 26, 2025/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 […]

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WhatsApp UI Validation to Enforce 24-Hour Messaging Limits

March 26, 2025/in What's New? Conversations

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 […]

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Taxes & Discounts on Text2Pay

March 26, 2025/in What's New? Conversations, Invoicing, Payments

Clixio Roadmap Clixio Log in Roadmap Feedback Feedback Changelog Changelog Entry ← Back to changelog Powered by Canny new improved Payments Invoicing What’s new? Options to add taxes and discounts on the text2pay modal itself Option to modify due date from the modal itself Revamped UI on Text2Pay via Contacts screen How to use? Go […]

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Billing Address Field for Ecommerce Store Checkout

March 25, 2025/in What's New? E-Commerce

We’re excited to introduce a new Billing Address feature for Ecommerce Stores! This update allows store owners to capture billing details separately from shipping addresses, enhancing flexibility and compliance. Enable/Disable Billing Address: Store owners can toggle “Enable Billing Address” in the checkout settings. A “Same as Shipping Address” checkbox appears under the Shipping Details section […]

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Limit the number of months a coupon is applied on a subscription

March 25, 2025/in What's New? Payments

What’s New? Where can you find these settings? Payments > Coupons > Add Coupons Payments > Coupons > Edit Coupons Coming Up Next? Further coupon enhancements in the coming quarter by introducing coupon code based triggers and allowing generation of single-use coupons. Help Doc Link:

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QR Codes Folder Management & UI Enhancement

March 25, 2025/in What's New?

📂 Organise Your QR Codes with Folders You can now create and manage folders to better organise your QR codes within the platform. This new system allows you to categorise and store your codes efficiently for quick access and improved navigation. 🛠 Improved QR Name Visibility We’ve fixed the UI issue where QR code names […]

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Prebuilt Image Sliders sections! | Clixio Changelog

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

Effortlessly add engaging, dynamic image sliders to funnels and websites with new prebuilt Image Slider sections. Go to Sites and open the funnel or website where you want to add an image slider. Click on “Add Elements” in the top-right corner. Select “Prebuilt Sections” and choose Image Slider from the list. Customise images, text, and […]

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RSS feed: Latest Feature Updates Latest Feature Updates

  • 📝 Attach Forms When You Create Service/Rental Bookings In-App October 22, 2026
  • Filter HubSpot Records Before You Import October 22, 2026
  • Introducing Recommendations & Error Detection in Forms, Surveys & Quizzes October 21, 2026
  • Introducing the Quiz Element in Funnels & Websites! October 21, 2026
  • Action needed: move your WhatsApp marketing to MM Lite before October 2027 October 19, 2026
  • Get the right ad platform on your number pool calls October 16, 2026
  • Send number pool calls to multiple users who can answer it on any device they choose October 16, 2026
  • Localized Gift Card Communications | Clixio Changelog October 15, 2026
  • A rebuilt WhatsApp template builder, plus per-contact media October 15, 2026
  • Checkout upgrades for AI Studio Payments October 15, 2026
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