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
New Feature: Client Portal File Uploaded Trigger
We’ve added a trigger to help you create seamless document-driven customer journeys within the Client Portal Shared Documents experience. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Membership &Workflows
July 15, 2026•1 min read
New Feature: Rentals are Live
Rental products have been added to calendars, giving you the option to create listings that allow you to manage customer bookings with access links that keep reservations contained within your CRM. Le... ...more
Important Updates ,New Feature Release &Calendar
July 14, 2026•1 min read
Improved Feature: Notify Followers & Opportunity Owners with Workflows
We’ve expanded the Internal Notification capabilities, increasing the user selection options. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 08, 2026•1 min read
New Feature: Conversations SLA Trigger & Permissions Management
We’ve increased your management capabilities with the SLA timer in conversations, adding automation and permission limitations for an improved experience. Let’s learn how to use them! ...more
Important Updates ,New Feature Release Automations &Conversations
July 07, 2026•1 min read
New Feature: Calendly Actions & Triggers
With this feature, meeting details automatically sync to the CRM, helping you eliminate manual logging, add support for more complex, personalized automation, access AI agents, and increase your produ... ...more
Important Updates ,New Feature Release Workflows &Automations
July 06, 2026•1 min read
Improved Feature: Workflow AI Assistant
We’ve increased the response capabilities of your Workflow AI Assistant, allowing it to provide complete answers to conversational questions. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 03, 2026•1 min read
New Feature: Company fields in the Custom Value Picker
This feature allows you to reference a recipient's data for smarter personalization, using standard and custom fields to create effective communications, auto-filled contracts, and context-aware autom... ...more
Important Updates ,New Feature Release &Companies
July 02, 2026•1 min read
Improved Feature: Opportunity Owners & Followers in If/Else Action
Now, you can use owners and followers currently assigned to the opportunity as Conditions to route the contact when reaching the If/Else step. Let’s check the changes! ...more
Important Updates ,New Feature Release Workflows &Automations
July 01, 2026•1 min read
New Feature: Accounting Sync for Invoices
Now, you can use owners and followers currently assigned to the opportunity as Conditions to route the contact when reaching the If/Else step. Let’s check the changes! ...more
Important Updates ,New Feature Release &Payments
July 01, 2026•1 min read
New Feature: Dashboard Widgets for SMS Messages
This helps you easily gain Delivery Health Insights that can be broken down by source or sender, providing you with proper volume identification and two-way visibility to improve performance. Let’s le... ...more
Important Updates ,New Feature Release &Dashboard
June 30, 2026•1 min read
New Feature: HouseCall Pro Actions & Triggers in Workflows
This lets you respond more efficiently to Home Services, keep your configuration flexible, improve lead capture, and make project management easier with an expanded array of automation tools. Let’s le... ...more
Important Updates ,New Feature Release Workflows &Automations
June 29, 2026•1 min read
Improved Feature: Preview in Media Storage
We’ve increased the supported files for previews in media storage. Let’s check the improvements! ...more
Important Updates ,New Feature Release &Media Storage
June 26, 2026•1 min read
New Feature: Audit Logs for Preference Management
This update allows you to export audit records for compliance and reporting, keeping a thorough record of preference updates made by logged-in users and subscription types to make accountability easie... ...more
Important Updates ,New Feature Release &Settings
June 26, 2026•1 min read
Improved Feature: Manage Columns in Forms, Surveys, and Quizzes
With this update, new fields are visible even if they haven’t received any submission data yet, making your submission management experience controllable and simplifying reporting without waiting for ... ...more
Important Updates ,New Feature Release Forms Surveys Quizzes &Sites
June 25, 2026•1 min read
Improved Feature: Embed Code in Forms
These improvements help you avoid awkward modal sizing across pages and screens by providing added control and keeping older embeds unchanged. While the interface improvements prevent confusion caused... ...more
Important Updates ,New Feature Release Forms &Sites
June 25, 2026•1 min read
