Changelog

Follow up on the latest improvements and updates.

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👀 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.
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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.
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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!
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5. Finalize the Customization:
  • Once you’re done, make sure to turn off the Theme Builder toggle to prevent unintended changes by other users.
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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 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
  1. 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.
  1. 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.
  1. 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.
  1. 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.
  1. 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.
👀 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
  1. Go to the Theme Builder in your HL Pro Tools account.
  2. 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.
  3. 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.
  4. 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:
  1. Navigate to Theme Builder:
    Open your Theme Builder in the agency view.
  2. Access the Rename Feature:
    Go to the "Replace Tabs (Text & Icons) -> Location" section under Advanced Settings.
  3. Select Your Language:
    Enter the text in any language you want to, including Arabic, Chinese and more.
  4. Apply the Changes:
    Save and apply the theme, and refresh your screen to see the changes reflected in your side menu.
  5. 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:
  1. Open the Theme Builder:
    Access the Theme Builder from your agency’s view.
  2. Go to Advanced Settings:
    Navigate to the Advanced Settings section to find the customization options for menu tabs.
  3. Locate the Replace Tab Location Settings:
    Scroll to the "Replace Tab -> Location Settings" section.
  4. 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.
  5. 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!
👀 What’s New?
We’ve added a new Custom Font Family feature to the Theme Builder! Now, you can select and apply custom font families to various sections of your application. This enhancement empowers you to align your application's typography with your brand's unique style, ensuring a consistent and professional look and feel throughout your white-label app.
🌟 Why it Matters
This new feature provides greater control over the visual identity of your application, allowing you to personalize typography to match your brand's guidelines seamlessly. With options to customize font families and weights across different sections of your app, you can create a more cohesive user experience that reflects your brand's personality. 📑✨
👷 How it Works
To Apply a Custom Font Family:
  1. Navigate to the Theme Builder in your account.
  2. Go to General Settings and scroll down to the new App Font Styles section.
  3. Select the desired font family and weight for different text elements such as body text, headings (H1 to H4), side menu text, and top menu text.
  4. Changes will apply instantly, allowing you to preview the updated typography in real-time.
  5. Save the changes from the Theme Builder so they are implemented permanently.
For a step-by-step visual guide,
check out this Loom Video
Experiment with different fonts and weights to find the perfect match for your brand! Enjoy this new level of customization and let us know if you have any questions.
👀 What’s New?
We’re excited to introduce a new feature in the Control Panel that allows you to reset the theme for a specific location back to its agency default theme! Now the HLPT Theme Builder gives you the flexibility to even remove the sub-account theme entirely, setting it to "No Theme." Now, managing themes for specific locations is more convenient and efficient than ever before!
🌟 Why it Matters
This new functionality provides more control over your theme management directly from the Control Panel. Whether you want to restore the default agency theme or remove a theme entirely from a sub-account, this feature makes the process quick and straightforward. It helps maintain consistent branding across your agency, reduces the time spent on theme adjustments, and enhances the overall client experience by allowing seamless theme changes. 🖌️💼
👷 How it Works
To Reset a Theme Back to the Agency's Default Theme:
  1. Go to the Control Panel in your account.
  2. Select the sub-account you want to reset.
  3. Scroll to the bottom of the "Subaccount and Global Settings" section.
  4. Click the "Reset Styles For Selected Sub-account" to restore the default agency theme.
  5. Save the changes and refresh the page.
For a step-by-step visual guide,
check out this Loom Video
This update brings greater flexibility and control to your theme management, making it easier to maintain your desired aesthetic across all locations.

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Theme Builder

Control Panel

Interactive Guided Tours

Introducing a New Unified Script for Multiple HLPT Features and Support Widget

👀 What’s New?
We’ve introduced a new, streamlined script that now displays various HLPT features including the Help Library, Theme Builder, Guided Tours, Control Panel, and Data Sidebar Link directly into your agency. This update simplifies the process by allowing you to use a single script for multiple HLPT functions/features, reducing the need for multiple scripts and minimizing potential conflicts.
🌟 Why it Matters
This new script ensures a smoother experience for your agency and your clients by automatically enabling essential HLPT features like the Guided Tour and Theme Builder with just one script. Using this consolidated script will help avoid common issues that arise from using outdated or redundant scripts. Plus, you can now easily customize the script to disable features you don’t need, offering more control over your agency's setup with HLPT. 💼✨
👷 How it Works
  1. Access the New Script (You will need an active HLPT subscription for this to work)
  2. If you already have an old version of the HLPT script please reach out to our Agency support team to request the code via Slack.
  3. If you have not installed any HLPT scripts yet via your agency please complete the modules in the HLPT Members area here and you will be emailed the new script.
  4. Replace any old HLPT scripts related to the Help Library, Theme Builder, Guided Tours, and Control Panel with the new consolidated script in your custom.js settings.
To Disable Unwanted HLPT Features:
If there are HLPT features you don’t need (like the Theme Builder, Control Panel, Guided Tours or Data Sidebar), simply add the appropriate attribute to the script:
  1. Disable the Data Sidebar. –
    data-sidebar-v2="false"
  2. Disable the Control Panel. –
    data-cp="false"
  3. Disable the Theme Builder. –
    data-themegen="false"
  4. Disable the Guided Tour. –
    data-userflow="false"
Screenshot 2024-09-06 190057
Note For Lifetime Plan Users:
If your users are on a Lifetime Plan, you will still need to apply separate scripts for the Guided Tour and Theme Builder to access these features.
👀 What’s New?
We are excited to introduce a new feature that allows you to apply and customize themes directly through the HLPT Control Panel. Previously available only in the Theme Builder, this feature now provides the flexibility to save themes on a per sub-account basis, making it easier to manage and personalize each sub-account's appearance.
🌟 Why it Matters
This enhancement offers greater convenience and control, enabling you to tailor the visual experience for each sub-account directly from the Control Panel. It ensures that each sub-account can have a unique theme, enhancing your brand consistency and personalization across different locations. 💼✨
👷 How it Works
Access the Control Panel:
Navigate to the Control Panel.
Select the desired location or sub-account.
Apply Your Theme:
Click on the diamond icon next to the sub-account.
Choose the theme you want to apply (e.g., Techno Purple, Techno Blue, Clean White).
Customize and Save:
Customize the theme according to your preferences.
Ensure the theme is toggled on for the selected sub-account.
Save the theme settings.
Update and Check:
Refresh the Control Panel to see the updated theme applied to the selected sub-account.
Verify the changes by navigating to the specific location in your system.
For a step-by-step visual guide, check out this Loom Video
We hope you enjoy the enhanced usability and flexibility of managing your themes through the Control Panel!
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