Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: Community Events with Live Rooms
This update gives you greater control over your event’s location by adding a native room option that allows attendees to join directly from the event, includes mobile device connections, and provides ... ...more
Important Updates ,New Feature Release &Membership
April 29, 2026•1 min read
New Feature: Live Sessions in Courses
This feature allows you to schedule one-time or recurring sessions directly within a course, allowing you to manage your sessions, recordings, and re-upload them as needed. Let’s learn how! ...more
Important Updates ,New Feature Release &Membership
April 28, 2026•1 min read
Improved Feature: Drip Action
We’ve improved the way the Drip action is configured, enhanced the way it displays information, and increased the overall statistic transparency. Let’s give this change a check. ...more
Important Updates ,New Feature Release Workflows &Automations
April 28, 2026•1 min read
New Feature: Contact Page Customization
Enhance the contact card with key information, reducing clutter by hiding non-essential fields and prioritizing the most used sections, which creates an easier-to-navigate and more targeted contact pa... ...more
Important Updates ,New Feature Release &Contacts
April 27, 2026•1 min read
Improved Feature: Messaging Analytics
This update gives a complete picture of your messaging health at a glance, with clearer trend data and actionable breakdowns that help you understand and correct issues without digging through individ... ...more
Important Updates ,New Feature Release &Settings
April 27, 2026•1 min read
New Feature: AI Agent Action
The agent automatically searches and pulls context from across the entire CRM, allowing you to have a fully self-regulating agent that you can select a model for and use advanced options for improved ... ...more
Important Updates ,New Feature Release Workflows &Automations
April 24, 2026•1 min read
Improved Feature: Post Approval Flow in Social Planner
We’ve given a complete change to how the Approval Flow in the Social Planner works, making it easy for users without CRM logins to view, approve, reject, or request edits to planned content. Let’s giv... ...more
Important Updates ,New Feature Release &Marketing
April 24, 2026•1 min read
New Feature: Find and Replace in Workflows
This feature makes it easy to find specific actions, allowing you to add, edit, remove actions, and replace custom values or tags with your desired value. Helping you manage your builds efficiently wi... ...more
Important Updates ,New Feature Release Workflows &Automations
April 23, 2026•1 min read
New Feature: Buy Now, Pay Later in Calendar Bookings
Adding BNPL options encourages customers to book appointments immediately, keeping your business attuned to market offers and increasing your cash flow without taking on the installment payment risks.... ...more
Important Updates ,New Feature Release Payments &Calendar
April 22, 2026•1 min read
Improved Feature: Comparative View & Custom Date Range in Social Planner Statistics
This enhancement provides you with enhanced comparisons and immediate visualization, providing easier ways to analyze your data and generate reports that target campaign windows without relying on ext... ...more
Important Updates ,New Feature Release &Marketing
April 21, 2026•1 min read
Improved Feature: Opportunities in Contact Details
We’ve moved the access to opportunities inside the contact details and improved how it behaves. Let’s give this change a check. ...more
Important Updates ,New Feature Release Opportunities &Contacts
April 21, 2026•1 min read
Improved Feature: Appointment Triggers Now Support Guests
The Customer Booked Appointment and Appointment Status triggers now allow you to specify whether the guest should also be included in a workflow’s triggering when involved with an appointment. Let’s g... ...more
Important Updates ,New Feature Release Workflows &Automations
April 17, 2026•1 min read
New Feature: Collect Card Details in Documents & Contracts
This feature allows you to easily capture payment details upfront during document signing, leading to improved information retention, payment security, and lower customer friction. Let’s learn how to ... ...more
Important Updates ,New Feature Release &Payments
April 17, 2026•1 min read
New Feature: TikTok Comment Management in Social Planner
This feature helps you leverage the algorithm in your favor by keeping the conversation going and strengthening customer relationships with direct replies that don't require switching platforms. Let’s... ...more
Important Updates ,New Feature Release &Marketing
April 15, 2026•1 min read
Improved Feature: Brand Board Colors in Forms & Surveys
We’ve modified the color picker behavior in Forms and Surveys, allowing you to manage Global Custom Colors directly from it, and improving the organization and preview of the saved colors. Let’s give ... ...more
Important Updates ,New Feature Release Forms &Surveys
April 14, 2026•1 min read
