Phone Number Sync for Calendly Appointments

🧭 Overview

We’ve introduced a new phone number importer that ensures contact details from Calendly appointments are accurately captured in the system. Whether the phone number is entered in the location field or submitted through a form question (Q&A), the system helps ensure the right number ends up in the contact’s profile — reducing manual updates.

🚀 What’s New?

✅ Automatic Sync from Location Phone Number

  • If the invitee's phone number is provided directly in the meeting location and no phone fields are present in the form, it is automatically synced to the contact.

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✅ Mapping Modal When Phone Numbers Come from Form Fields

If a phone number field exists in Calendly form, a mapping screen is shown, wherein:

  • You can choose from form fields or location phone field (if present)

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  • You can choose “Do not sync” if you don’t want any number mapped

This ensures clarity and control whenever numbers are collected via forms.

✅ Clean Handling When No Phone Fields Exist

  • If the selected Calendly calendar(s) has no phone number fields (neither location nor form), the phone sync step is simply skipped — no prompts, no errors.

🗒️ Note: For shared calendars, if any user updates the phone number sync option — the change will apply to all users linked to that calendar.

🎯 Why This Matters

  • Ensures phone-based meetings always have the contact number synced within the system
  • Eliminates manual copying of numbers from Calendly into contacts
  • Gives users control when multiple phone sources exist

✨ Add Multiple Date-Specific Hours for Services (v2)

Managing date-specific availability just got a whole lot easier.

What’s new?

Previously, you could add date-specific hours for only one date at a time, which made setting availability across multiple days slow and repetitive. With v2, you can now select multiple dates at once and apply the same working hours to multiple services and locations in one go.

How it works

  • Select multiple dates from the date picker when adding date-specific hours
  • Set the start time, end time, services, and locations once
  • Apply the setup in bulk across all selected dates
  • Dates are automatically grouped for easier management

How date grouping works

When you select multiple dates, the system automatically groups consecutive dates together so they’re easier to manage later.

  • Consecutive dates are grouped into a single block
  • Non-consecutive dates are split into separate blocks

Example:

If you select Jan 2, 3, 4, 5, 8, and 9:

  • Jan 2–5 will be grouped as one entry
  • Jan 8–9 will be grouped as another entry

You can edit or delete each group later without affecting others.

Why it matters

  • ⏱️ Save time by avoiding repetitive date-by-date setup
  • 🗂️ Cleaner organization with smart date grouping
  • ✏️ Easy edits even after bulk creation
  • ⚡ Faster setup for holidays, special schedules, or short-term availability changes

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Sticky Phone Number on Mobile

Meet Sticky Phone Number on Mobile — a quality-of-life upgrade that keeps and maintains the outbound number you choose for all subsequent calls. Fewer taps, fewer mistakes, faster dialing—especially powerful alongside Local Presence Dialing.

🚀 What’s New

– Your chosen number, remembered: When you explicitly pick an outbound number, the mobile app persists that choice across calls.

  • Crystal-clear reset rules: Your selection stays sticky until you log out or uninstall the app.
  • Applies where it matters: Works with User Assigned Number and Default Sub-account Outbound Number.
  • Local Presence stays smart: Unchanged behavior—Local Presence Dialing still dynamically selects the best local number as it does today.

🔁 Before vs. Now

  • Before: After every outbound call, the app reset the selected outbound number—even if you had just chosen one—creating friction (especially post Local Presence Dialing launch).
  • Now: Your explicit selection persists, so you don’t have to re-select an outbound number after each call.

⭐️ Big Wins, Fast

  • Speed: Remove repetitive steps and place back-to-back calls without re-picking numbers.
  • Consistency: Keep the same caller ID across sequences or campaigns when you want it.
  • Confidence: Reduce misdials and ensure the number your contact expects is the one they see.
  • Flow: Stay in the zone—dial, note, dial—with fewer interruptions.

👷‍♂️ How to Use This Feature

  1. Open the dialer in the HighLevel mobile app.
  2. Pick your outbound number (from User Assigned or Default Sub-account).
  3. Place your call—your selection now persists for subsequent calls.
  4. To change numbers, simply open the picker again and select a different outbound number.
  5. To reset to defaults, log out or uninstall/reinstall the app (this clears the sticky selection).

📱Availability

  • HighLevel Mobile App v4.5.0 and above
  • LeadConnector Mobile App v4.5.0 and above
  • Whitelabelled Mobile Apps (secure your update through the Whitelabel Mobile self-service flow or through your dedicated Account Specialist.

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Custom Dispositions on Mobile

Meet Custom Dispositions on Mobile — the fastest way to turn every call into clear next steps. Choose an outcome right from your mobile app, and let it power your workflows, reporting, and follow-ups across iOS and Android. This feature is now live for HighLevel, LeadConnector, and Whitelabelled mobile apps.

🚀 What’s New

  • Call End Screen Support: Select a disposition the moment a call ends, or from the post-call view—no extra taps, no desktop needed.
  • Single Disposition Selection: Capture one definitive outcome per call (e.g., Follow Up), so your data stays clean and your team stays aligned.
  • Workflow-Ready: Use the Custom Disposition filter in workflows to trigger automations instantly—send follow-ups, create tasks, move deals, and more.

⭐️ New to Dispositions on Mobile? Big Wins, Fast.

Give your team crystal-clear call outcomes without switching devices:

  • Action at the edge: Reps log outcomes the second a call ends—no memory gaps, no admin pile-up.
  • Instant momentum: Every disposition can trigger the next best action (texts, tasks, pipeline moves), keeping deals warm.
  • Cleaner data, better reporting: Consistent outcomes mean sharper insights and easier coaching.

🔁 Already Using Dispositions on Web? Now It’s Seamless on Mobile.

Bring your existing process to the field—no compromises:

  • True parity: The same standardized outcomes you use on web are now one tap away on mobile.
  • More automation, less friction: Keep your workflow triggers and reporting intact—even when reps work on the go.
  • Higher compliance: Single-select outcomes reduce ambiguity and tighten data hygiene across the board.

👷‍♂️ How to Use This Feature

  1. Make or receive a call in the HighLevel mobile app.
  2. On the call end screen (or in the post-call view), you will see a list of all your custom dispositions.
  3. Choose one outcome (e.g., Follow Up, Qualified, etc.).
  4. If you see a notice about sub-account mismatch, tap “Switch” and change to the call’s sub-account, then select the disposition.
  5. To automate next steps, open Workflows (web) and add the Custom Disposition filter to your triggers or conditions.
  6. Use your reporting views to analyze outcomes (conversion, speed-to-follow-up, pipeline movement) across teams and timeframes.

📌 Mobile-Specific Notes

Sub-Account Matching Required: Dispositions appear only when your selected sub-account matches the call’s location. Because the app can receive calls across multiple sub-accounts, cross-sub-account dispositions aren’t supported. If needed, tap “Switch” on the call end screen to move to the correct sub-account and then apply the disposition.

📱Availability

  • HighLevel Mobile App v4.5.0 and above
  • LeadConnector Mobile App v4.5.0 and above
  • Whitelabelled Mobile Apps (secure your update through the Whitelabel Mobile self-service flow or through your dedicated Account Specialist

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Expanded sound notifications for Live Chat Widget messages

👀 What’s New?

Sound notifications in the Live Chat Widget have been expanded to cover many more system and lifecycle messages, ensuring website visitors don’t miss important updates during a chat session.

Previously, sound alerts were limited to standard incoming chat messages. Now, sounds are also played for key moments like chat initiation, acknowledgements, welcome messages and form-related messages; all governed by the existing “Notification Sound” toggle.

🧑‍🔧 How It Works

The Notification Sound toggle continues to live under:

Chat Widget > Chat Window > Additional Options

• ON (default): A sound will play whenever a supported message is shown to the visitor.

• OFF: All messages are delivered silently without sound, popup, or badge interruptions.

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With this enhancement, sound notifications are now triggered for the following message types:

1. Live Chat & Session Flow

  • Live chat intro message – when starting a live chat session and after successful contact form submission.
  • Acknowledgement message – when a chat is acknowledged or ended.

2. Business Hours Handling

  • Outside office hours welcome message: when business hours are disabled, when contact form is shown and when received during an active session.

3. System & Greeting Messages

  • Subheading message: Initial greeting for new visitors, when no previous chats are available and during inline mode initialisation.

4. Forms & Redirects

  • Contact details requested message: when the contact form is displayed
  • Redirect message: after form submission when redirect is enabled

All of the above messages will now play a sound when they appear, provided the Notification Sound toggle is enabled.

⭐ Why It Matters

  • Ensures visitors are alerted during every important chat interaction, not just agent replies.
  • Improves responsiveness during chat initiation, acknowledgements and form-based flows.
  • Maintains full control for businesses through a single toggle.
  • Creates a more consistent and predictable chat experience for end users.

📝 Notes

  1. Notification Sound is enabled by default for Live Chat widgets.
  2. The toggle applies to all supported chat messages listed above.
  3. Sub-accounts can control this setting independently per widget.
  4. Disabling the toggle will suppress all sounds, while messages will still appear normally.