🧭 Overview

Calendars now support Custom appointment statuses. Businesses can name each stage of an appointment in their own words, such as Checked in, Awaiting documents or Ready for appointment, instead of being limited to six fixed statuses. Every custom status belongs to one of six states: Pending, Active, Completed, No show, Cancelled and Invalid. The state controls what happens to the time slot, connected calendars and notifications, so scheduling keeps working the way it does today.

🚀 What's New?

✅ Your Own Statuses, Organised by State

A new Appointment status page lets you add, rename, reorder, archive and restore statuses within each state.

✅ Built-in States Keep Scheduling Predictable

Pending and Active statuses hold the time slot. Completed, No show, Cancelled and Invalid statuses free it for new bookings. Moving between statuses in the same state, for example from Confirmed to Checked in, only changes the label. It doesn't trigger notifications or calendar updates.

✅ Your Current Statuses Carry Over Automatically

Unconfirmed, Confirmed, Showed, No Show, Cancelled and Invalid become the default statuses in their matching states. Existing appointments, workflows and calendar settings keep working without changes.

✅ Safe Archiving

Archiving a status stops it from being picked for new appointments. Appointments that already have it keep it. A confirmation step explains the impact first, including workflows that set appointments to that status. You can restore an archived status anytime from Archived.

✅ Statuses Everywhere You Manage Appointments

Pick custom statuses from the New appointment window, the appointment details panel and the Appointment list view. Status pickers are grouped by state and searchable.

✅ Statuses for Individual Attendees for Class Booking Calendars

You can set a custom status for each individual attendee on an appointment.

✅ Workflow Automation on the Exact Stage

The workflow triggers, actions and filters now list your custom statuses. Renamed statuses update in workflows automatically. You can automate around a specific stage, such as sending a message when an appointment moves to Checked in (example status).

🧩 How to Use It

1. Turn on Custom Appointment Statuses from Labs for your location.
2. Go to Calendars › Calendar Settings > Preferences › Appointment status.
3. Open a state, click New status, type a name and create it. Drag statuses to reorder them, or use the pencil icon to rename one.
4. To retire a status, click the archive icon, review the impact, tick the checkbox and click Archive.
5. Set statuses on appointments from the New appointment window, the appointment details panel or the Appointment list view.

🎯 Why This Matters

• Matches how businesses really work: clinics, salons, field teams and agencies can track stages like Checked in or Technician assigned inside Calendars, instead of in notes, Opportunities or external tools.
• No risk to scheduling: availability, calendar sync and notifications are tied to states, so renaming or adding statuses never double-books a slot or sends an unexpected message.
• More precise automation: workflows can react to the exact stage that matters, which cuts manual follow-ups.
• Zero migration effort: existing statuses, appointments and workflows carry over as-is, so teams can adopt custom statuses at their own pace.
• A foundation for what's next: the same status framework will extend to Services, Rentals soon.

🧭 Overview

High-value rentals, like vehicles, vacation homes, equipment, and others often book best when customers can reserve with a deposit and settle the rest closer to the rental. Partial Payments lets you collect a deposit at booking and charge the balance before the rental starts. You set it up once in Global settings, and your customers see exactly what they pay today and when the rest is due.

🚀 What's New?

✅ Deposit now, balance later

In Global Settings, choose a deposit percentage (1–99% of the booking total) and whens the balance is due. The plan applies to new bookings across your listings.

✅ A clear payment plan at checkout

Customers see "Due today" and "Due [date]" in the order summary, with a tooltip explaining that the balance is charged automatically, so there are no surprises later.

✅ Balance collected automatically

On the due date, the balance can be charged to the card used for the deposit automatically (if enabled).

✅ Security deposits that fit your process

When security deposits are set to be collected upfront, you get the choice to decide if it's due at the time of booking or with the final balance payment.

✅ Last-minute bookings stay simple

If the balance due date has already passed when a booking is made, the booking becomes a single full payment. The customer completes checkout without an error, and the booking is never blocked.

✅ Payment status at a glance

The booking shows each payment with its due date, amount, and status, such as "Payment 1 of 2 · Paid" and "Payment 2 of 2 · Pending", giving you a quick summary of the payment status.

✅ Collect payments with a clear breakdown

You can always collect one payment schedule or several together, on or before the due date manually.

✅ A schedule that keeps up with changes

When you edit a booking's amount, the payment schedule adjusts automatically. If the deposit is already paid, the balance absorbs the difference.

If you add an item after the booking is fully paid, an "Additional charge" is created for the difference, and you collect it manually.

If you change the rental dates, the balance due date moves with the new start date.

🧩 How to Use It

• Go to Calendars → Calendar settings → Rentals → Global settings → Payment settings. Make sure Require Payment at Booking is on, then turn on Enable partial Payments.
• Set the deposit percentage and the number of days before the rental starts that the balance is due. The deposit is calculated on the booking total, including taxes and fees but excluding the security deposit.
• If you collect security deposits, choose whether they're collected with the booking deposit or with the final balance, or saved as Card on File.
• Save. New bookings now follow the plan. Existing bookings aren't affected.
• Manage payments from the booking sidebar. Use Actions → Collect Payment to collect manually at any time. If a booking has no card on file when the balance comes due, you can charge it manually.

🎯 Why This Matters

• A smaller upfront payment makes it easier for customers to commit to higher-value rentals, so more of those bookings get completed.
• Automatic balance collection means less time spent chasing payments before a rental.
• You stay in control with clear payment status, alerts when a charge needs attention, and manual collection whenever you need it.
• Security deposits fit the way you already work, whether you charge them upfront or hold a card on file.
• Customers always know what they pay today and when the rest is due.

Managing A2P 10DLC registrations across multiple sub-accounts just got easier!

With the new Agency Trust Center, agencies can now monitor, initiate and manage A2P registrations across all their sub-accounts from one centralised dashboard – without switching between locations.

Get complete visibility into registration statuses, identify rejection reasons, and resolve compliance issues faster, all from your Agency View.

✨ What's New?

📊 1. Centralized A2P Overview Dashboard

Get a complete picture of A2P registration health across your agency.

Registration Status: Track Fully Approved, In Review, and Rejected registrations across all sub-accounts.

Rejection Insights: Identify common Brand and Campaign rejection reasons and quickly locate affected registrations.

Registration Analytics: Compare Chat Widget and Self-Serve registration adoption and approval rates.

Actionable Insights: Navigate directly from dashboard insights to registrations requiring attention.

🏢 2. Manage Brand Registrations in One Place

View and manage Brand registrations across your entire agency.

Search and filter Brands by sub-account and registration status.

View Brand details, including registration type, approval status, rejection reasons, and remaining attempts.

Fix and resubmit eligible rejected Brand registrations.

Initiate new Brand registrations directly from the agency dashboard on behalf of your sub-accounts.

📱 3. Track and Manage Campaign Registrations

Stay on top of Campaign approvals and resolve issues without switching accounts.

View Campaign registrations across all sub-accounts.

Track Campaign status, associated Brands, messaging services, and use cases.

Identify rejection reasons and filter Campaigns requiring attention.

Fix and resubmit eligible rejected Campaigns directly from Agency View.

⚙️ How to Get Started

Enable Agency A2P console via labs in Agency view

Navigate to Agency View → Settings → Phone Integration → Trust Center (A2P).

Open Overview to review registration health, approval trends, and rejection insights.

Use the Brands and Campaigns tabs to search, filter, and manage existing registrations.

To register a new Brand, click Start Registration, select the sub-account, and complete the registration process.

Track registration progress directly from the Agency Trust Center.

🔒 Availability

Plan: Exclusively available to agencies subscribed to the Founder's plan.

Access: Available only to Agency Owners and Agency Admins.

Existing Functionality: The Trust Center within individual sub-accounts remains unchanged.

🎯 Why It Matters

The Agency Trust Center makes A2P compliance management simpler and more efficient by enabling agencies to:

Save Time: Eliminate the need to switch between sub-accounts to manage registrations.

Resolve Issues Faster: Quickly identify rejected registrations and take corrective action.

Improve Visibility: Monitor A2P compliance across the entire agency from one dashboard.

Make Informed Decisions: Use registration analytics and rejection insights to improve future submissions.

Work Independently: Initiate and manage registrations without relying on support for routine tasks.

One dashboard. All your sub-accounts. Simplified A2P compliance management.

Watch the video here – ![https://youtu.be/jfGOlmlNRQI]

What’s new

You can now resize the panels in Conversations to fit how you work. Drag the divider between the conversation list, the message thread, and the contact details panel to make any of them wider or narrower.

How to use

• Go to Conversations.
• Click and drag the resize icon to left or right to adjust the width.

• Your panel sizes are saved, so your layout stays the same the next time you open Conversations.
• Each panel has a minimum and maximum width, so the layout stays readable.

Why it matters

Every team works differently. Some reps want more room to read long email threads, while others need a wider contact panel to see details at a glance. Now you can set up the layout that works best for you.

Overview

Turn new and updated Google Sheets data into the starting point for your automations. Use the spreadsheets your team already works with to begin the next step in HighLevel when new data arrives or existing data changes.

What’s new?

Four new Google Sheets triggers let you start a workflow when a spreadsheet or worksheet is created, a row is added, or an existing row is updated:

• New spreadsheet: Start a workflow when a new Google Sheets file is created in the selected Drive.
• New spreadsheet row: Start a workflow when a new row is appended after the last row of a selected sheet or tab.
• Updated spreadsheet row: Start a workflow when a cell in an existing row is modified. This trigger does not fire for newly added rows.
• New worksheet: Start a workflow when a new tab is added to a selected spreadsheet.

Why this matters

Teams often capture inquiries, project details, and reporting data in Google Sheets. Moving that work forward can mean checking for new entries or changed values and starting the next process manually. These triggers connect new and updated data in your sheets to your workflows, so the next step can begin automatically.

How it works

Go to Automation > Workflows, open a workflow, and select Add Trigger. Search for the trigger name or open the Google sheets category.

• Choose the event: Select New spreadsheet, New spreadsheet row, Updated spreadsheet row, or New worksheet based on what should start the workflow.
• Select the source: Choose your connected Google account and Drive. For both row triggers and the worksheet trigger, select the spreadsheet. For New spreadsheet row and Updated spreadsheet row, also select the Sheet (Tab).
• Use the trigger data: Select Find new records, choose a mapping reference, and use the available data in following workflow actions.
• Test the automation: Save the trigger and workflow, then use Test > Test using events to check a matching Google Sheets event. Publish the workflow when it is ready.

Common use cases

• Start a lead intake workflow when a team appends a new inquiry to a sheet.
• Start the next step in a process when an existing row is updated, such as when a team edits a status or project detail.
• Begin a monthly reporting process when a new month tab is added to a reporting spreadsheet.
• Kick off an internal process when a new spreadsheet is created in a selected Drive.

Additional notes

• Google Sheets is marked as Premium in the workflow builder; premium usage charges may apply.
• New spreadsheet row tracks row positions. Append new records at the bottom: inserting rows in the middle can retrigger rows at the end, and deleting rows can cause subsequent new rows to be skipped.