Changelog
Follow up on the latest improvements and updates.
RSS
🌟
Streamlined and Functional Review Forms for Priority Starts, Smiles, and Thumbs!
🌟👀 What’s New?
We’ve updated and fixed all the review request forms in your Saas Snapshots! These forms are now fully functional across all Priority Starts, Smiles, and Thumbs workflows for the following snapshots:
Sticky Saas Machine 4.0
Official Saas Snapshot 6.0
With these improvements, you can now confidently collect feedback and reviews without a hitch. 🛠️✨
🌟
Why it Matters
Getting client feedback is crucial for growth and trust-building. These updates ensure a smooth experience for your clients, so you can maintain professionalism and improve your services with accurate insights. 📊🤝
👷
How it Works
Use the
updated
review forms in your current workflows.For a step-by-step visual guide, check out this Loom video 🎥
💡
Pro Tip:
Test each form before sharing it with clients to ensure it meets your exact needs. 😊Curious about the Sticky SaaS Machine but don’t have it yet? Learn more and get started here:https://go.hlprotools.com/kick-saas-starter-pack
new
improved
Theme Builder
New Menu Item Reordering in Theme Builder
🌟
Reorder Your Left-Side Menu with Ease
🌟👀
What’s New?
You can now rearrange menu items in the left-side navigation bar directly from the Theme Builder! 🎉 Whether you want to prioritize frequently used tabs or declutter your view, this update makes it super simple to customize your workspace. 🚀
🌟
Why it Matters
This feature lets you prioritize important menu items for your team or clients, making navigation faster and more intuitive. Perfect for keeping workflows streamlined and ensuring focus on what matters most. 💼✨
👷
How it Works
Access Global Settings
Go to the Theme Builder in your sub-account.
Navigate to Global Settings.
Enable Reordering
Toggle the option to Enable Menu Reordering.
Drag and Drop Menu Items
Click and drag any menu item to reorder it.
For example:
Move "Automation
" to the top or drop "Launchpad
" lower down.Save Your Changes
Click Save to apply your new menu arrangement instantly. ✅
🎥
Need a Visual Guide?
Check out this Loom video for a quick walkthrough! 🛠️
✨
Pro Tip
Reorder based on your team's priorities. Highlight high-use tabs for faster access and push lesser-used items to the bottom for a cleaner interface. 💡
Transform your navigation experience and keep your team focused with this sleek new update! 🖱️✨
👀 What’s New?
We’ve added detailed troubleshooting steps for the lockout feature in the Theme Builder, specifically focusing on using Google Sheets. This guide will help you diagnose and resolve issues when changes made in Google Sheets aren’t reflecting in the agency.
🌟 Why it Matters
Troubleshooting the lockout feature effectively ensures that your lock and hide settings work seamlessly across your agency. By following these steps, you can identify and correct any discrepancies between your Google Sheets setup and the agency’s functionality, thereby improving overall performance and user experience.
👷 How it Works
- Verify Google Sheet Configuration:
- Ensure your Google Sheet is clean and accurately follows the provided sample format. Check for any added fields or invalid data that could cause issues.
- Confirm that the Google Sheet matches the required structure for the lockout feature.
- Check Web App URL:
- After creating the Web App URL, test it to ensure it is functioning properly. If you encounter errors or issues, this might indicate a configuration problem or an issue with data updates.
- A correctly configured Web App URL should display data in JSON format, including location ID and lockout settings. Ensure this data is accurately reflected.
- Troubleshoot Errors:
- If the Web App URL shows errors or incorrect data, reprocess the setup and ensure that all configurations are correct.
- Verify that the JSON data is correctly formatted and includes all necessary fields for the lockout feature to work.
- Validate Results:
- Once the Web App URL displays the correct JSON data, refresh your agency to see the updated lockout and hide features in effect.
- Check that the lockout settings, such as hidden tabs or disabled tabs, are applied as intended.
- Addressing Issues:
- If the lockout feature still isn’t working despite correct JSON data and a properly configured Google Sheet, review the data in your Google Sheet for any errors or inconsistencies.
For detailed and step-by-step visual instructions,
please refer to this accompanying Loom video.
By following these steps, you can ensure that the lockout feature is set up and functioning correctly.
improved
Theme Builder
Enhanced Lockout Feature & Google Sheet Updates
🌟
Updated Lockout & Custom Menu Management
🌟👀
What’s New?
The Lockout Feature has been enhanced to support hiding custom menu links and new navigation links seamlessly. 🚀 Additionally, the accompanying Google Sheet has been revised with updated column headings for easier management. A sample sheet is now included in the Theme Builder documentation for reference. ✅
🌟
Why it Matters
This update makes managing your navigation links effortless, helping you maintain a cleaner, more professional workspace. Whether it’s customizing client views or streamlining your team's interface, these enhancements improve efficiency and branding consistency. 💼✨
👷
How it Works
Access the Updated Google Sheet
Head to the Theme Builder panel and locate the Theme Builder documentation.
Download the sample sheet provided and make a copy for your use. 📄
Hiding Custom Menu Links
Open the sheet and find the
Custom Menu Links
section.Copy the
Menu Link ID
for the item you wish to hide (e.g., "Prompt Generator").Paste the ID into the designated column on your
Google Sheet
.Toggle the settings to enable or disable visibility.
Apply
Advanced Settings
Navigate to the Advanced Settings tab in the
Theme Builder.
Replace or update your application settings as needed to reflect the changes.
🎥
Need a Visual Guide?
Check out this Loom video for a step-by-step walkthrough! 🛠️
✨
Pro Tip
Always ensure your Google Sheet matches the exact sample format to avoid errors. This ensures smooth functionality and a hassle-free experience. 📝
Transform your menu management with this powerful update today! 🚀
👀 What’s New?
We’re excited to announce a new update in the Theme Builder: HL recently added the "Brand Boards" side menu link under the Marketing section. With this update, you can now fully customize the "Brand Boards" link, including the icon and text, directly through the Theme Builder—just like other menu links.
🌟 Why it Matters
This enhancement allows for better control over the look and feel of the agency. You can replace the "Brand Boards" text with a label that fits your branding and adjust the icon to create a cohesive visual experience. Additionally, the update includes layout and styling options, ensuring the menu looks polished and professional.
👷 How it Works
Here’s how to customize the new "Brand Boards" menu link in the Theme Builder:
1. Access the Theme Builder:
Go to the Theme Builder within your Agency View.
2. Locate the "Brand Boards" tab:
Under your sub-account’s Settings, scroll down to the Advanced section (Replace Tabs -> Location Settings) where you’ll find the option to customize tab labels.
3. Customize the Link:
You can now replace the text and icon for "Brand Boards" just like you would with any other menu link. The update also allows you to adjust the layout and styles to fit your branding needs.
4. Save Changes:
After making your changes, save the updates, and they will be applied to your sub-account.
For a step-by-step visual guide,
check out this Loom Video
This new feature provides added flexibility for creating a more branded and visually appealing sub-account. If you have any questions or need assistance with customization, feel free to reach out to our support team!
👀 What’s New?
We’re thrilled to announce an exciting enhancement to our Theme Builder: Client Portal Customization! You can now use the Theme Builder to customize your Client Portal with your own branding colors, styles, and design, giving you more control over the look and feel of your portal.
🌟 Why it Matters
This new feature allows you to fully customize the Client Portal to align with your brand identity. Whether it’s changing colors, adjusting layouts, or modifying login page settings, you can make the portal truly yours. It ensures a consistent brand experience for your clients, making the portal more engaging and visually appealing.
👷 How it Works
Customizing the Client Portal:
1. Access the Client Portal Settings:
- Navigate to Sites > Client Portal > Settings within your account.
2. Apply Custom Scripts:
- Go to the Branding section and scroll down to the Advanced settings.
- Use the Custom JavaScript and Custom CSS windows to paste your custom scripts.
- To add the scripts: Click on the Copy JavaScript button and paste it into the provided window.
- Repeat the same for the CSS script.
- Save your changes and clear your cache for a fresh start.
3. Enable the Theme Builder:
- Toggle the "Editor" to "ON" within the to enable the Theme Builder.
- Make sure to clear the cache once you save the changes.
- Log back into your client portal, and you’ll see the Theme Builder option under your profile icon.
4. Customize Your Theme:
- Select Customize Theme and use the available options to adjust colors, headers, and other design elements to match your branding.
- Play around with the settings to achieve the perfect look!
5. Finalize the Customization:
- Once you’re done, make sure to turn off the Theme Builder toggle to prevent unintended changes by other users.
Important Notes:
- The Theme Builder's "Editor" toggle button in the Client Portal settings is accessible only to the Agency Owner and Agency Admins. Sub-account admins and users will not have access to toggle on/off the editor button to enable or disable the theme builder.
- To grant access to sub-accounts temporarily, the agency owner or admin needs to enable the Theme Builder for them and disable it once the customization is complete.
- Once you have completed the customizations in your client portal, be sure to toggle off the "Editor" button. Otherwise, anyone logging into the client portal will have access to the Theme Builder from the profile dropdown and could make changes to the portal's design.
- The custom JS and CSS code required to enable the Theme Builder in the client portal must be manually set for each sub-account. Currently, this feature cannot be enabled agency-wide due to a limitation in GoHighLevel.
For a step-by-step visual guide,
check out this Loom Video
Get ready to enhance your client experience with a beautifully branded Client Portal!
👀 What’s New?
We’re excited to announce updates to the Control Panel and new plan-based restrictions for our VIP and VIP Plus plans! These enhancements include a more streamlined way to manage your sub-account access for the support widget.
🌟 Why it Matters
These updates provide greater control over sub-account access to support resources, helping you manage costs and improve efficiency. You can now easily choose which sub-accounts have access to live chat and email support and make quick adjustments as needed. The new Guided Tour feature which will be automatically activated will also help new sub-accounts get started faster, improving user experience across the board.
👷 How it Works
- Support Widget Limitations for VIP and VIP+ Clients:
If you are on our VIP or VIP+ Plan, the support widget is now available for up to 10 sub-accounts of your choice. By default, the widget will be enabled for the first 10 sub-accounts listed in your GHL account.
- Upgrade Option:
To enable the support widget across all sub-accounts, you can choose to upgrade your plan from the top right corner of Control Panel to get access to live chat and email support for unlimited sub-accounts on our higher plans.
- Sub Account Selection:
To manage which sub-accounts have access, simply disable the widget on an existing sub-account and reassign it to another from the Control Panel. This allows flexibility and customization based on your current needs.
- Guided Tour Feature:
For any new sub-accounts added in HL, the Guided Tour feature will now be enabled by default, ensuring a smoother onboarding process and helping new users quickly understand how to navigate and use the platform effectively.
For a step-by-step visual guide,
check out this Loom Video
If you have any questions or need further assistance regarding this or help upgrading, please reach out to our support team!
👀 What’s New?
We’ve enhanced the Theme Builder to extend customization options to the "Set Password" page. Now, the layout and brand colors you select for your login page will also apply to the "Set Password" page, providing a consistent look and feel across all your client-facing pages.
🌟 Why It Matters
This update adds a layer of professionalism and consistency to your brand’s appearance. With these new capabilities, your "Set Password" page will now feature the same customized elements — such as logos, cover images, form positions, and loading icons — as your login page. This seamless experience helps reinforce your brand identity and improves the overall user experience, making it more engaging and visually appealing for your new team members or clients. 💼✨
👷 How it Works
- Go to the Theme Builder in your HL Pro Tools account.
- Navigate to Advanced Settings and select your preferred customizations for the login page, including the form position (left, center, or right), logo, cover image, and loading icons.
- Save your changes in the Theme Builder. The selected settings will automatically apply to both your login page and the "Set Password" page, ensuring consistent branding across your platform.
- When new users receive their login invitation email, they will be directed to the customized "Set Password" page that reflects your brand's unique identity.
For a step-by-step visual guide,
check out this Loom Video
Note:
This feature is available immediately for all HL Pro Tools users. For any assistance or questions, please contact our support team.👀 What’s New?
We’re excited to announce a new feature in our Theme Builder: Multilingual support for renaming side menu links! This enhancement includes additional fonts to support Arabic, Chinese, and more. 🌍
🌟 Why It Matters
This update makes it easier than ever to customize your interface for a global audience. You can now effortlessly rename side menu items in any language, including Arabic and Chinese, making your interface more accessible and user-friendly. This feature ensures that your agency can cater to different markets, enhancing the overall experience for non-English-speaking users. 💬✨
👷 How It Works
To use the new multilingual support:
- Navigate to Theme Builder:Open your Theme Builder in the agency view.
- Access the Rename Feature:Go to the "Replace Tabs (Text & Icons) -> Location" section under Advanced Settings.
- Select Your Language:Enter the text in any language you want to, including Arabic, Chinese and more.
- Apply the Changes:Save and apply the theme, and refresh your screen to see the changes reflected in your side menu.
- Customize Font Styles:You can also select language-specific fonts like "Noto for Arabic" and adjust the font weight to fit your branding needs.
For a step-by-step visual guide,
check out this Loom Video
💡 Pro Tip:
This feature is especially valuable if you are targeting a non-English-speaking market. Now you can easily customize your app’s interface to match the needs and preferences of your global audience. 🌐If you have any questions or need further assistance, please reach out to our support team. Enjoy the new flexibility in your Theme Builder, and happy customizing! 🎉
👀 What’s New?
We’ve updated the Theme Builder to support renaming the new menu tabs launched recently by GoHighLevel: GHL Swag and Private Integrations. This feature allows you to customize the names of these tabs to better fit your agency’s needs and preferences.
🌟 Why it Matters
Renaming these menu tabs provides greater flexibility in how you organize and present information within your agency. Whether you want to use more descriptive names or align the tabs with specific functions or terminology relevant to your agency, this update ensures that your interface is intuitive and tailored to your requirements. This helps in enhancing usability and improving the overall user experience. 🛠️📋
👷 How it Works
To Rename the New Menu Tabs:
- Open the Theme Builder:Access the Theme Builder from your agency’s view.
- Go to Advanced Settings:Navigate to the Advanced Settings section to find the customization options for menu tabs.
- Locate the Replace Tab Location Settings:Scroll to the "Replace Tab -> Location Settings" section.
- Rename the Tabs:Find the new tabs for GHL Swag and Private Integrations. Click on each tab to edit the name according to your preference.
- Save Changes:Apply the changes to update the tab names across your agency.
This feature provides an easy way to tailor your menu options to better suit your needs, ensuring that your Theme Builder is as functional and user-friendly as possible.
For a step-by-step visual guide,
check out this Loom Video
Feel free to explore this new option and make the necessary adjustments to enhance your agency’s interface!
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