Changelog
Follow up on the latest improvements and updates.
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new
Control Panel
Control Panel API – More Power & Flexibility! 🌟
👀 What’s New?
We've enhanced the Control Panel API to give you greater control over location-based and agency-wide settings. Now, you can:
✅ Enable or disable features for specific locations or across your entire agency.
✅ Update logos for different sub-accounts to enhance branding.
✅ Manage widgets, live chat, and email support seamlessly.
🌟 Why It Matters
This update helps agencies and businesses improve branding, efficiency, and trust by offering:
📌 Easier customization – Tailor each location’s settings to its needs.
📌 Better control – Manage features for individual locations or apply changes globally.
📌 Time-saving automation – Quickly adjust settings with API actions instead of manual changes.
👷 How It Works
You can access these features via the Control Panel API using the following endpoints:
🔹 Available API Actions
🔗 API Documentation: View API Docs
1️⃣ Enable or Disable Features for a Specific Location
API Endpoint: https://setup.locationapi.co/setup/location
Manage settings for an individual location:
Enable/Disable Widgets
Enable/Disable Live Chat
Enable/Disable Email Support
🔹 Example Action: Enable the Widget for a selected location.
2️⃣ Update the Logo for a Specific Location
API Endpoint: https://setup.locationapi.co/setup/location
Upload a custom logo URL to enhance branding for different sub-accounts.
3️⃣ Enable or Disable Features for the Entire Agency (Global Settings)
API Endpoint: https://setup.locationapi.co/setup/agency
Override all individual location settings to enable/disable:
✅ Widgets
✅ Live Chat
✅ Email Support
🔹 Example Action: Disable widgets globally across all sub-accounts.
🎥 For a step-by-step visual guide, check out this Loom video!
💡 Try it out today and take full control of your agency’s settings! 🚀
fixed
Theme Builder
Fix: Custom Menu Links Now Consistent Across Themes
We have updated the
Custom Menu Links
styles to ensure consistency across all themes in response to recent updates made in CRM. This fix ensures that menu links now properly align with the selected theme’s styles, preventing any inconsistencies in design and layout.🌟
Why It Matters
Previously, some custom menu links appeared inconsistent with the selected theme due to HL’s recent updates. This fix ensures that your custom menu links now match the styling of the applied theme, maintaining a seamless and professional look across your platform.
👷 What’s Changed?
Custom Menu Links Styling:
Adjusted to align with the chosen theme’s design.Theme Consistency:
Ensures menu links no longer override or mismatch with applied styles.Improved Visual Experience:
A more polished and uniform appearance across all themes.No action is required on your end—this fix has already been applied.
👀 What’s New?
We’re excited to introduce an update to the Lock & Hide feature in the Theme Builder: the Content AI tab can now be locked or hidden! This addition allows for more customization and control over access to AI features within your platform.
🌟 Why it Matters
This update gives you the ability to manage the visibility of the Content AI tab within sub-accounts. Whether you want to restrict access for specific users or customize the interface to reduce clutter, this feature ensures a more tailored user experience.
👷 How it Works
Access the Lock & Hide Feature:
Navigate to the Theme Builder and open the Lock & Hide settings.
Update Your Google Sheet:
Use the provided sample Google Sheet URL to make your own copy.
Deploy and implement the sheet with the necessary configurations.
Apply the Lock & Hide Settings:
Locate the Content AI tab in the Lock & Hide section.
Choose to lock or hide the tab based on your preferences.
Save & Apply
Changes:Once the settings are updated, changes will reflect in your platform immediately.
📹 Need a Visual Guide?
Check out this Loom video for a step-by-step walkthrough!
With this update, you now have greater control over which features are accessible to users.🚀
🌟 Fine-Tune Your User Experience with Feature Lock and Hide Settings! 🌟
👀 What’s New?
We’re excited to introduce a powerful update to the Theme Builder: Feature Lock and Hide Settings now also available for Content AI tab! This new functionality allows you to control which features are visible, disabled, or hidden entirely for different users within your agency or sub-accounts.
🌟 Why it Matters
This update gives you greater flexibility in managing user access, ensuring that clients and team members only see what’s relevant to them. Whether you are restricting features for different subscriptions or restricting access to certain individuals, this tool enhances both security and usability across your CRM.
🙷 How it Works
Access the HL Pro Tools Theme Builder:
Open the Theme Builder from your Agency View.
Select the desired theme (e.g., Clean White Theme).
Set Up the Google Sheet:
Click on the sample spreadsheet link provided in the Theme Builder.
Make a copy of the sheet for your use.
Modify the sheet to list the features you want to lock, hide, or display. Add custom menu links by copying their IDs from your sub-account or agency view.
Once configured, copy the public share link of your Google Sheet.
Link Google Sheet to Theme Builder:
In the Theme Builder, navigate to the Feature Lock and Hide Settings.
Paste the Google Sheet URL into the designated field and click outside the box.
A script will be generated; copy this script.
Deploy the Script via Google Apps Script:
In your Google Sheet, click on "Extensions" > "Apps Script."
Replace any existing code in the code.js file with the copied script.
Click "Deploy" > "New Deployment" and select "Web App."
Set access to "Anyone," authorize, and deploy.
Copy the generated Web App URL.
Finalize in Theme Builder:
Paste the Web App URL into the second field in the Feature Lock and Hide Settings.
Configure the third field with your unlock message URL (e.g., a funnel page prompting users to upgrade or contact support).
Save and Apply:
Click "Save" and "Apply Theme" to implement the settings.
Refresh your agency view to see the changes.
📹 Need a Visual Guide?
Check out this Loom video for a step-by-step walkthrough!
🌟 Pro Tip:
Test your settings thoroughly to ensure the correct features are locked, hidden, or displayed. Use custom unlock messages to guide users on how to gain access to restricted features.
Take control of your agency’s interface today with this HL Pro Tools exclusive feature! 🚀📅
🌟
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.
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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!
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