Preview Default Email Templates in Notification Preferences We’re excited to announce a significant enhancement to the Notification Preferences feature in the Client Portal! Initially, the feature allowed users to manage and customise notifications, but previewing default email templates was not supported. With this update, client portal owners can now preview the default email templates, enabling […]
If you were fed up of clicking through accordions to navigate to different sections and figure out late fees/ tipping etc., we’ve now made it simpler. Improved UI to get rid of extra clicks that it took to create an invoice. All the invoice settings can now be navigated simply by scrolling down and not […]
https://clixio.io/wp-content/uploads/2025/01/8fade370270df400f7cec91186ca0bfb-scaled.png12962560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-24 00:50:002025-01-24 00:50:00Estimates & Invoices: Now Improved to seamless design
We’ve implemented Two-Factor Authentication (2FA) for email in the Marketplace – Developer Portal to enhance security for all users. Secure email access with one-time verification codes Protection against unauthorised access even if credentials are compromised Enter Credentials : Input your email address and password Click “Sign In” Verify Identity: Enter the OTP sent to your […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-23 23:42:002025-01-23 23:42:002FA for Email Login in the Marketplace – Developer Portal
Responsive Certificates & Improved Certificate Download Flow Certificates are now optimised for all device types, ensuring a seamless experience. Users can now view their certificates on mobile, tablet, and desktop. It will adapt the certificates accordingly. Improved Certificate Download Flow Downloading certificates is now simpler and more seamless. Users can download certificate PDFs in just […]
Overview: Viewing All Cards: The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place. Deleting Cards: Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to […]
**Syncing Invoices from Clixio to Wave for UK Users** **How to Connect Wave with Clixio** Note: As of now, any changes to the status of invoices, i.e., paid/partially paid etc, won’t be synced since Wave does not provide a way to sync those statuses as of now. You will have to update the status manually. […]
https://clixio.io/wp-content/uploads/2025/01/dd21d5a1fd59a1de0d01c0f01bab8f4e-scaled.png12732560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-22 22:31:002025-01-22 22:31:00Sync your Clixio Invoices to Wave Accounting
Contacts: Estimates now available in Payments tab | Clixio Changelog **Users now get access to sending an estimate directly from the contact page** Click on create estimate and get contact details pre-populated Once sent, track it from the estimates dashboard **How to access:** Go to Contacts -> Open a contact -> Select the Payment Tab […]
https://clixio.io/wp-content/uploads/2025/01/7609b66e4a890918e1773f1a773a2417-scaled.png12992560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-22 19:38:002025-01-22 19:38:00Contacts: Estimates now available in Payments tab
What’s new? You now have a dedicated Payments tab within Opportunities. Access to sending estimates and invoices from an opportunity Access to accessing invoices, estimates, transactions linked to that opportunity within the section Redirection to estimate/invoice with contact details pre-populated and once sent, the user gets redirected back to the specific Opportunity How to use? […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-22 19:29:002025-01-22 19:29:00Invoices & Estimates: Now available in Opportunities
We’ve introduced a new “Unlabelled” card layout type for Opportunities, enhancing the way you view data. Streamlined Design: The “Unlabelled” layout provides a single line per data field, enabling you to view more information in a compact card. Enhanced Data Density: Fit more details on the same card without scrolling or clutter. Go to the […]
Introduced Pluck and Join helpers for Streamlining Workflow Automation: Pluck: Extract specific fields from a dataset (e.g., product titles from an order). Join: Combine extracted items into a single, formatted string with a custom separator. Enables dynamic extraction and formatting of product details from order submissions for seamless integration with external platforms like Google Sheets. […]
https://clixio.io/wp-content/uploads/2025/01/87bd275a0ac54811381c50a4856f7b84.png11361342Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-22 16:13:002025-01-22 16:13:00Fetch Product Details using Pluck and Join in Workflows
We are excited to announce our latest analytics addition to GMB, Pinterest and Tiktok which we initially rolled out for Instagram, Facebook and LinkedIn. With this feature, you can now gain deeper insights into your social performance to power your content management strategy and take actionable insights. Comprehensive Social Media Insights: Track the number of […]
https://clixio.io/wp-content/uploads/2025/01/afdab431602a5484d42d94a9b698f512.png14821996Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-22 00:57:002025-01-22 00:57:00Social analytics for Youtube, Google Business Profile, Pinterest, Tiktok
We are excited to announce new updates that will help easily remove spam content of users in gokollab community groups. Option to delete all content of the user while banning When attempting to ban any user from a gokollab community, group owners/admins will now have the option to delete all the content posted by that […]
Docs & Contracts: Reorganise document pages | Clixio Changelog Users can now drag & drop and reorganise pages within a Contract View snippets of pages in the mini page view in left panel Go to Payments -> Documents & Contracts -> New Document Go to Pages section in left nav bar options Drag and drop […]
The Auto-Complete Address Feature The Auto-Complete Address feature is here to revolutionise checkout flows for both 1-step and 2-step order forms! This sleek addition lets users breeze through shipping details with lightning-fast Google-powered address suggestions. But wait, there’s more! ⭐ This feature also includes re-billing capabilities, allowing agencies to sell it at their own price […]
https://clixio.io/wp-content/uploads/2025/01/7c44a3ac5975953ee31a20f651a905c2-scaled.png14682560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-21 21:57:002025-01-21 21:57:00Auto-Complete Address in Order Forms
Users can create a new template or document and add a product list to it. As soon as someone clicks on the product list, the left drawer with all the settings will auto open. As soon as user adds a recurring product, the type will automatically change to recurring. If product type = recurring, tags […]
https://clixio.io/wp-content/uploads/2025/01/8ead280cc1624a8c5e3d76e29ac1ee19.png5941478Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-21 21:56:002025-01-21 21:56:002 in 1 Documents – Now enhanced with recurring invoice generation at the time of signing
Save Time and Build Dashboards Faster with Smart Suggestions! With our new widget suggestion flow, setting up a dashboard is now easier, faster, and more goal-oriented. When creating a new dashboard, you can now: Goal-Based Suggestions: Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs. Top Used […]
We’re excited to announce a new feature that makes sharing your favourite blog posts easier than ever! Starting today, you’ll find a new social sharing element embedded in each of our blog posts, empowering you to share insightful content with your network seamlessly. ❤️🔥 What’s New? Social Sharing Buttons: At the end of every blog […]
https://clixio.io/wp-content/uploads/2025/01/69206e40b051debad01e56dc6d8c50e2.png1562316Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-20 18:15:002025-01-20 18:15:00Share your Blogs on Social platforms
We are thrilled to introduce the new Tasks List View with significant enhancements to streamline your task management experience. Default Smart Lists: Find your tasks due today or upcoming soon with just a single click Advanced Filters: Quickly sort and find tasks using a wide range of filtering options. Field Customisation: Decide which fields to […]
https://clixio.io/wp-content/uploads/2025/01/1ffacdaed9692cc2a023e7e25e3895e6.png10322482Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-17 23:05:002025-01-17 23:05:00Tasks List View and Enhancements
Card Management Feature This feature will allow businesses to manage their existing cards that are either added using card on file feature or any card that was used for transactions in the past and is stored on file for that customer. Businesses can also delete cards from file for any customer For a card not […]
https://clixio.io/wp-content/uploads/2025/01/32991ba782256b8626b4b8faf9d75925-scaled.png15672560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 23:35:002025-01-16 23:35:00View and delete cards on file with the Manage cards feature
We’ve introduced the “Trigger a Workflow” feature, allowing users to automate specific actions by linking workflows within AI conversations. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. Trigger a Workflow The “Trigger a Workflow” feature allows users to: Define conditions within AI conversations that will […]
https://clixio.io/wp-content/uploads/2025/01/fe46959119f5d14c40bee38a8ca5cf1c.png8891468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 23:00:002025-01-16 23:00:00Trigger a Workflow within Conversation AI
Client Portal – Preview Default Email Templates in Notification Preferences
/in What's New? Certificates, Client Portal, CommunitiesPreview Default Email Templates in Notification Preferences We’re excited to announce a significant enhancement to the Notification Preferences feature in the Client Portal! Initially, the feature allowed users to manage and customise notifications, but previewing default email templates was not supported. With this update, client portal owners can now preview the default email templates, enabling […]
Estimates & Invoices: Now Improved to seamless design
/in What's New?If you were fed up of clicking through accordions to navigate to different sections and figure out late fees/ tipping etc., we’ve now made it simpler. Improved UI to get rid of extra clicks that it took to create an invoice. All the invoice settings can now be navigated simply by scrolling down and not […]
2FA for Email Login in the Marketplace – Developer Portal
/in What's New?We’ve implemented Two-Factor Authentication (2FA) for email in the Marketplace – Developer Portal to enhance security for all users. Secure email access with one-time verification codes Protection against unauthorised access even if credentials are compromised Enter Credentials : Input your email address and password Click “Sign In” Verify Identity: Enter the OTP sent to your […]
Responsive Certificates & Improved Certificate Download Flow
/in What's New? CertificatesResponsive Certificates & Improved Certificate Download Flow Certificates are now optimised for all device types, ensuring a seamless experience. Users can now view their certificates on mobile, tablet, and desktop. It will adapt the certificates accordingly. Improved Certificate Download Flow Downloading certificates is now simpler and more seamless. Users can download certificate PDFs in just […]
Client Portal > Subscription Management – Enhancements
/in What's New? Client Portal, PaymentsOverview: Viewing All Cards: The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place. Deleting Cards: Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to […]
Sync your Clixio Invoices to Wave Accounting
/in What's New?**Syncing Invoices from Clixio to Wave for UK Users** **How to Connect Wave with Clixio** Note: As of now, any changes to the status of invoices, i.e., paid/partially paid etc, won’t be synced since Wave does not provide a way to sync those statuses as of now. You will have to update the status manually. […]
Contacts: Estimates now available in Payments tab
/in What's New? Dashboard, PaymentsContacts: Estimates now available in Payments tab | Clixio Changelog **Users now get access to sending an estimate directly from the contact page** Click on create estimate and get contact details pre-populated Once sent, track it from the estimates dashboard **How to access:** Go to Contacts -> Open a contact -> Select the Payment Tab […]
Invoices & Estimates: Now available in Opportunities
/in What's New? Opportunities and Pipelines, PaymentsWhat’s new? You now have a dedicated Payments tab within Opportunities. Access to sending estimates and invoices from an opportunity Access to accessing invoices, estimates, transactions linked to that opportunity within the section Redirection to estimate/invoice with contact details pre-populated and once sent, the user gets redirected back to the specific Opportunity How to use? […]
Unlabeled Cards in Opportunity View
/in What's New? Opportunities and PipelinesWe’ve introduced a new “Unlabelled” card layout type for Opportunities, enhancing the way you view data. Streamlined Design: The “Unlabelled” layout provides a single line per data field, enabling you to view more information in a compact card. Enhanced Data Density: Fit more details on the same card without scrolling or clutter. Go to the […]
Fetch Product Details using Pluck and Join in Workflows
/in What's New? Automations, IntegrationsIntroduced Pluck and Join helpers for Streamlining Workflow Automation: Pluck: Extract specific fields from a dataset (e.g., product titles from an order). Join: Combine extracted items into a single, formatted string with a custom separator. Enables dynamic extraction and formatting of product details from order submissions for seamless integration with external platforms like Google Sheets. […]
Social analytics for Youtube, Google Business Profile, Pinterest, Tiktok
/in What's New? Social PlannerWe are excited to announce our latest analytics addition to GMB, Pinterest and Tiktok which we initially rolled out for Instagram, Facebook and LinkedIn. With this feature, you can now gain deeper insights into your social performance to power your content management strategy and take actionable insights. Comprehensive Social Media Insights: Track the number of […]
GoKollab – Spam removal updates
/in What's New? CommunitiesWe are excited to announce new updates that will help easily remove spam content of users in gokollab community groups. Option to delete all content of the user while banning When attempting to ban any user from a gokollab community, group owners/admins will now have the option to delete all the content posted by that […]
Docs & Contracts: Reorganize document pages
/in What's New? Documents & Contracts, PaymentsDocs & Contracts: Reorganise document pages | Clixio Changelog Users can now drag & drop and reorganise pages within a Contract View snippets of pages in the mini page view in left panel Go to Payments -> Documents & Contracts -> New Document Go to Pages section in left nav bar options Drag and drop […]
Auto-Complete Address in Order Forms
/in What's New? FormsThe Auto-Complete Address Feature The Auto-Complete Address feature is here to revolutionise checkout flows for both 1-step and 2-step order forms! This sleek addition lets users breeze through shipping details with lightning-fast Google-powered address suggestions. But wait, there’s more! ⭐ This feature also includes re-billing capabilities, allowing agencies to sell it at their own price […]
2 in 1 Documents – Now enhanced with recurring invoice generation at the time of signing
/in What's New? Automations, Documents & Contracts, PaymentsUsers can create a new template or document and add a product list to it. As soon as someone clicks on the product list, the left drawer with all the settings will auto open. As soon as user adds a recurring product, the type will automatically change to recurring. If product type = recurring, tags […]
Account Dashboard and Reporting: Widget Suggestions
/in What's New? Dashboard, ReportingSave Time and Build Dashboards Faster with Smart Suggestions! With our new widget suggestion flow, setting up a dashboard is now easier, faster, and more goal-oriented. When creating a new dashboard, you can now: Goal-Based Suggestions: Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs. Top Used […]
Share your Blogs on Social platforms
/in What's New? Blogs, Communities, ConversationsWe’re excited to announce a new feature that makes sharing your favourite blog posts easier than ever! Starting today, you’ll find a new social sharing element embedded in each of our blog posts, empowering you to share insightful content with your network seamlessly. ❤️🔥 What’s New? Social Sharing Buttons: At the end of every blog […]
Tasks List View and Enhancements
/in What's New?We are thrilled to introduce the new Tasks List View with significant enhancements to streamline your task management experience. Default Smart Lists: Find your tasks due today or upcoming soon with just a single click Advanced Filters: Quickly sort and find tasks using a wide range of filtering options. Field Customisation: Decide which fields to […]
View and delete cards on file with the Manage cards feature
/in What's New?Card Management Feature This feature will allow businesses to manage their existing cards that are either added using card on file feature or any card that was used for transactions in the past and is stored on file for that customer. Businesses can also delete cards from file for any customer For a card not […]
Trigger a Workflow within Conversation AI
/in What's New? Automations, Conversation AI, ConversationsWe’ve introduced the “Trigger a Workflow” feature, allowing users to automate specific actions by linking workflows within AI conversations. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. Trigger a Workflow The “Trigger a Workflow” feature allows users to: Define conditions within AI conversations that will […]