New Feature List

In this article we will update a list of NEWLY RELEASE and also the COMING SOON functions within the Wrapper from major feature releases. You can bookmark this page and come back to it regularly. We are moving fast!

RECENT CHANGES (these are live now!)

Bulk Import Users - have existing users you want to import from Stripe and GHL? We can now sync this in 1 single step for you form your Users tab!
AI ChatBot (ChatGPT clone) - With the ability to not only customize the welcome message, but also the PROMPT itself, you can now craft your own POWERFUL, NICHE SPECIFIC AI Chat Bot to assist your users and embed, without login, right inside your Highlevel. Not only is it configurable, you can use VOICE to chat with the bot, but also select from a number of voices (and languages) and have it respond with voice as well!! We have all the latest models from OpenAI available.
AI TOOLS!! OMG!! - Our world changed on December 15th, mark down that date! We have an embeddable, configurable, and additive content creation module you can give your clients access to. At this stage, your OpenAI key is needed to use this, but with the latest 3.5 turbo model, this can writer a Harry Potter book for a few pennies! You can add new content here, you can modify prompts for your niche and we are so deep on this, we're happy to jump on a call and help you Prompt Engineer exactly what you need for your
Embed EVERYTHING WITHOUT LOGIN! NO MORE PASSWORDS!! - Ok, I am a little over-excited here, but this is seriously one of the biggest updates we've ever done. If you add ?location_id={{location.id}} to the end of your custom menu links, you can now have your users access any of your Wrapper functions without having to log in. BAM!
Import Users - Stripe account already contain users? Some locations in GHL already? 1-click sync to add them to your Wrapper, so you can send people a special link to add their billing credentials - Get those users using all the cool wrapper automation and/or your Marketplace too!
Embed Form Sync WITHOUT Login! - We're getting closer to single-sign-on (oh yeah..) but this is one that's been asked for since we started; "How can we have users just fill out a form for custom values/fields as an embedded form and just pull their location id dynamically? DONE! You can now select EMBED type in your custom forms and embed them directly as either a page or a form in the custom menu link, right in HighLevel.
Onboard Enhancements: Add Location ID and API Key - as available fields in custom forms now! Yes, you can get this info available to push to third party tools, or as custom values you can use in Workflows and Webhooks etc. Geeky cool!!
Order Bumps on Marketplace Items! Another tiny update with massive benefit, you can now add an order bump on your Marketplace plans, need to add a set up fee to your monthly Ads service? Done!!
Onboard Enhancements: Add To Workflow - You can now send your buyers into a Workflow at sign up (initialize their onboard), at Onboard account creation (they have a location now), and after they finalize onboard (have filled out custom values etc), so you can trace your users from lead right into the system...on auto pilot!
Onboard Enhancements: Social Profiles - GHL allows the Social Links on the Admin Location Section to be pushed at the time of the location creation, so we have added these into the onboard form, as optional items at the bottom.
Onboard Enhancements: Pagination to Custom Form - Have a large automation onboarding form or a complex setup and want to add videos and pages to your form to make it easier to use? We've added a "Form Step" element, that you add to the top of each section, that will add a "Next" to the bottom of the section, and previous to next pages for you. Clients can go back and forth. Best bit? It REMEMBERS where clients are up to and even sends the info AT EACH STEP! Woot!!
Onboard Enhancements: Pass Between Onboard Forms - Want to get the location information from checkout and onboard form into the custom values or cusotm fields into your own CRM info on each client? Now you can hide an input field and select data from the previous steps to pass through to the custom form.
Snapshot Import/Sync Tool - Want to be able to manage your snapshots across accounts in 1 place, with 1 click? BOOM! Select 1, multiple, or ALL accounts and push snapshots by name/id instantly!
NEW THEMES! It. Has. Arrived! (Actually, it's been live for a week...) Check Out This Intro Video for more info. Landing Page Themes - We'vre added the wonderful "TailWindCSS" sollution to our core code base, migrating over to this new framework of how to build pages. "Ok, ok, BORING, how does that effect us?" Well, how about a set of the most amazing looking pages available on the web, at your fingertips, with all your setup already on there, just "skin" your site like these new look and feels that are unque and super modern? Amazing. Available now in your accounts.
Easier Upgrade/Downgrade Snapshot Control - Want to be able to determine, at the product level, whether or not a user gets a new snapshot? e.g. Customer signs up on a Trial, receives no snapshot, then upgrades to your Standard Plan, receives instantly the STANDARD snapshot you made, then a few months later, you have trained them in some of the advanced features, they upgrade again to Premium, and you add a new PREMIUM snapshot to their account too - all automated 100% By default this is on for all plans, but you can toggle it off inside each one here: https://prnt.sc/1s98sta
Native FULL FirstPromoter Integration (Auto user and referral link, Admin Dashboard) - We already had a super simple way for you to integrate your FirstPromoter account several month ago, but you still needed your users to go and create an account, login, you still needed to log in to see sign up, check promoters links, etc, etc...but not anymore! Your Wrapper now has the ability to automatically create FirstPromoter Promoters, assign them an affiliate link, and show their conversions. Users can see all this in the profile area and your admin will now see these promoters report. Both of these can be custom menu linked into your High Level!
Monthly/Annual Plan Grouping Toggle - A lot of the "cool kids" out there in SaaS-landia have cottoned on to the fact that getting people to pay you a Yearly Fee upfront is REALLY great for cashflow...so we have modelled their landers and adding a Grouping function (optional) o your Plans. This will now show those groups on your home page and checkout to easily toggle between the 2 sets of pricing you may have. This is customizable as well, so if you have 2 sets of customers, you can group their plans like that too, similar to this
Free Accounts! - You've asked for it, we OVER DELIVERED! Want to set up a special free-forever account, with a special code and link, that has an expiry date...well, now you can. https://prnt.sc/1ip822h These can be set to give a special role now too.
Role Based Onboard Forms - Until now we have only had the ability to have 1 onboard form at sign up. You can have a plan based post purchase onboard for the marketplace, but not for sign up...until now! You can now toggle onboard form type in the forms and it will honor the role settings: https://prnt.sc/1jnm7ql
API Driven User Creation - Need to integrate the CRM Wrapper user with your existing programs? Want to use a different billing system, invoicing solution with your agency/business? Need to use a 3rd party payment gateway? Well, you can now automatically create a user on the Wrapper using a webhook (or Zapier) from your other solution, then send them directly to the /dashboard to onboard themselves.
API Log in Admin - This one is a nerdy one, but you can now see ALL the API calls we make to GHL and see if there are any errors and confirm what was sent. Handy for those who have 3rd party integrations and those wanting to test advanced integrations with custom items on forms.
2 Step Order Form - Option to switch the checkout to a 2 step order form and push people from step 1 into a campaign so you can track "cart abandon" at the CRM checkout :)
DND Contact Bulk Updater - Admin: Admin users can bulk upload a DND on/off list to any location connected. Need to "clean" or want to charge to clean a clients contact list? Click, click boom!
DND Contact Bulk Updater - Customer: Want to let your customers bulk update to clean their list? But don't want to give them ADMIN access to conrol the system in GHL? Just let them access it within the wrapper instead!
DND Contact Updater Phase 1 - Addition of a admin panel to contacts to trigger DND tag, including a Trigger and Tag set up for activating or deactivating the DND toggle in GHL
Order Total on Checkout - Your users will now see a sub total and checkout total at purchase
Custom Form Sync - You can now select to SYNC GHL within each custom form, then select "Custom Fields (Agency) or Custom Values (Location)" to automatically send the entered fields directly during your clients onboarding. Talk about AUTOMATION UPGRADE!
Marketplace Part 2: Design and Control - Adding further customization and control to the new Marketplace functionality, including Forced Forms, Forced Thank You redirect, Custom JS header and footer on Marketplace page, Custom CSS section, Order Bumps on Cart in Marketplace, Coupons on Marketplace, Add To Campaign for Plan and Form added, and more! Check it out now
Native PROMO CODE Functionality - we had a beta version of promo codes already, but being able to add these at the PLAN level is something that Stripe has been updating in the background, we've built off the back of this for you too! Simple. Effective. Expiry dates, and more! No more duplicating plans, just add the coupon right on your existing plans. It will even keep track of which plan/coupon your user purchased.
UPSELLS! - WHAT?! Yes, you want a 1-click upsell to your training, agency ads service, membership program, literally anything else? You can now create your own 1-click upsell SALES PAGE and add your plan or plans to it and have it show up after someone signs up to the CRM. https://prnt.sc/wibqfu
API UPDATE PART 3: Agency API Updates - The latestrelease from the GHL Team on the new API allows us to communicate Twilio and SMTP credentials with your Agency account! Automation takes another leap forward!!
API UPDATE PART 1: User Granular Control - adding "roles and permissions" synchronization to GHL! Allows these User level permissions changes to help us agencies "Upsell" and really sell as a SaaS!!
API UPDATE PART 2: Multi-User Plans - Allow "per seart" level plans and control. Just like most enterprise SaaS solutions, you charge on a per-user basis! We've added "sub-user" controller to the system, allowing you to edit and sync users between the Wrapper and your GHL site. That means the Team Management function in GHL will be manageable from the wrapper :D
Toggle System Mails - Ability to switch on/off the custom emails that come from the wrapper
SKIP ONBOARD UI: Some agencies have asked to skip the Onboard UI steps. This means that when someone signs up, they go direct to the GHL Account creation form. Once complete they move onto the custom Agency form (if you have one live) or direct to the dashboard showing login.
MARKETPLACE BETA IS LIVE! - offer various other products or agency services and have your clients able to browse these and pay with 1 click. You can even embed this marketplace right into your GHL instance!!
Self Managed HelpDocs! - For those who have the Starndard or Premium plans with us, you can now self-manage your documentation site yourself, right in your dashboard. As we add new documents for all the new HighLevel features, those that are relevant to your users, you can simply click the ADD button. For those you want to hide/show, toggle the link: https://prnt.sc/u8a4lp
Upgraded Dashboard - In preparation for the API updates, the 3rd party integrations with tools, we've updated the /dashboard look and feel for your users. MORE FUNCTIONS! ONE PLACE!!
ONBOARD: Redirect Form Builder - You can now redirect directly from the completion of a custom onboard form to another URL. You may have a 3rd party tool that's needed to be set up or another training program that comes directly after onboarding the CRM. Some users also just wanted the login screen to show straight after signing up. Make sure your users know they are logging in. We recommend only using this option if you want an advanced onboarding workflow.
Plan Location/Placement - You can now determine where plans will be seen, set between Marketplace, Homepage, Settings (user end profile), Register Page
GHL Onboarding Timezone - Added the actual GHL Timezone selector to improve the sign up process for your clients
Update Default User Avatar - Upload your own icon to use for your users when they sign up.
Add To Campaign per PLAN - You can now add different user level plans directly into HighLevel upon sign up, so you can trigger different campaigns at sign up for different plans..
Update GHL Onboard Password - You can now change the default password that your users will get when creating their GHL account with you, and you can even let them set it themselves now too!
Cancellation Notication Email - Get notified when someone cancels with you. Send this to a webhook to trigger your VA to remove their access, turn off their membership etc
Add A New Privacy/Terms Footer - Update your Privacy Policy, Terms etc links in your YOUR SITE Branding tab to add a new Copyright Footer that dynamically shows terms links for you
Upgrade Alert! Migrate Helpdocs + Support to Full Control - until now you have had to send us your documentation updates for specific things you want from your agency and niche, but now you can migrate your documentation and your Support Ticket widget to your own full access login. There is a 1-time fee for this transition and we're simplifying the process
Bump (and Plan) Upgrades - add pictures, group upsell/bumps with other products based on user role type, and more
Terms CheckBox @ Checkout - pre purchase accept terms of service before being able to complete checkout. You can already add post-purchase digital signature integration, but this is something others have asked for on the front end as well.
GDPR Cookie Bar - more and more tracking, data, and compliance
Internal Referral Tracking - Switch it on and your users will get their own referral link and you will be able to see their referrals account their accounts. No reporting, or payout yet (use FirstPromoter for now)
FirstPromoter direct integration - Add your FP API key and WID and we will handle all the rest for you.
Onboard Form config - A new tab has been added to your /admin/settings menu called "Onboard". This is where you can edit the new onboarding process content, images, headline etc
Onboard Form integration to GHL - You can now send clients who fill out the onboard form to campaigns within HighLevel. A good way to track people who have or have not finished their onboarding.
Onboard Form per Role (or Multi) - You can now have mutliple onboard forms and have them set for different roles (ie: different plans within your agency) showing different information for different types of customers. You can then have them sent to different campaigns in GHL (as above) too.
GHL Account Creation Form config - You can now overwrite and hide/show certain options on the GHL auto creation page. Turn off Twilio selection, change USER to ADMIN, etc.
SignRequest now available in Onboard Form - Your custom onboard form can now drag in a document to sign/signature right at the sign up process/
Integrate PLANS ID with New Stripe API - Too many issues with manually copying plan, price, product id's, so we upgraded the API to dynamically pull back your live plans from Stripe.
SignRequest Integration - We've added ability to create a demo account and get free online digital signatures on documents right inside your users profile. Contracts, agreements, and more. /admin/settings under the ADMIN tab.

Some Bug Fixes

Not everything is perfect when you move fast, thank you so much for your patience if you came across any of these, but in the spirit of openness, we wanted to show the warts and all here and that we're all over fixing things that crop up. Please continue to use the little chat icon in your wrapper admin or in get.ghl.tools to raise anything you find.

- Timezones config. This is more of an enhancement than a bug fix, but you can now have a custom timezone for your system instead of UTC.- Dark Mode theme minor fixes to plans, group plans, and 2 step order form - Header Code browser update for latest Chrome/Firefox meta updates - Terms and Policy links to open in a new tab. - Fix max size limit on Featues and Profile tabs. - Validation to Subscription tab to ensure user created.

- Deleted plans were causing the "cancel plan" option to no longer be available. - No invoices was showing an error (clients would only see this if they were on a free trial with no card) - Max 5 characters added to Business Area Code on sign up form. - Deleting a user with a business created caused error. Added a warning to remove business first. - No warning that site was in TEST Stripe mode. Added this warning now at checkout to remind you of mode. - Name wasn't added to Stripe in every instance so sometimes plans weren't linking existing clients. - Stripe "bot" sign up traffic. We've added a server side honeypot to trap the known exploit of spam users. - Captcha: Optional captcha bot remover at sign up to stop bad traffic from signing up with fake accounts. - Stripe Plans now return both NAME and ID to help make it easier to find your correct plan. - Stripe webhook for cancellations improved - Double charge blocker added to stop checkout button being clicked too many times - Non-logged in customers can access the /business/create page. This was causing some errors for some users - Add New User link was appearing for all users, not just those who had Credits to add new users - Added a "No login, create one" link on login page to help new users - Add PLAN_ID on Marketplace Payments screen to help find purchases on Marketplace - Show On "Home Page" was not on by default with new plans - Typo on custom form builder - STRIPE Upgrade to Latest API compatibility (this is huuuuge for us and no one will notice...until the new cool Stripe functions start appearing for you all...) - Homepage PLAN selection will default to that plan on Register page, overwriting the Deafult plan selection (more intuitive this way). - SSL Recycle error in LetsEncrypt. This was causing some sites to intermittently drop their SSL configuration. This has finally been fixed by LetsEncrypt!! Hooray. - Assign roles/permissions to Free Accounts function - Mailgun and Sendgrid recent API pass hash updates - Enable multi-campaign Firstpromoter to assign to roles - Add to Campaign function for Free Accounts function - Better SNAPSHOT adding for Marketplace products - New API function for Upgrade/Downgrade permissions, snapshot sync - Override default campaign if there is a Role Based campaign on the plan

NEW: BETA PRODUCTS!

Wallet Functionality - Want to have your clients push funds to their account for usage on your services and products (like Per Lead pricing below...) Auto top up, change amounts, check charges dashboard for your admin, and more. AVAILABLE NOW TO BETA USERS! *Note: this is a paid setup add on, as it requires individual configuration for how you want to manage your business. Contact us to get on board!
Per Lead/Review Charging - Want to charge your clients for leads, some of you are actually giving the tool away for free, then charging performance-based pricing, well, let's get that automated for you! AVAILABLE NOW TO BETA USERS! *Note: this is a paid setup add on, as it requires individual configuration for how you want to manage your business. Contact us to get on board!

IN PROGRESS CHANGES

Webinars! - New feature set you can embed (and resell!) inside your Highlevel and offer to your users. Think Zoom, but embeddable.. Dropped into https://konference.me!
Mind Body Integration - Yes. Yes, we're doing it. This will be able to be administered by you, add your MindBody location API key, pick calendar, and go. We'll have an install fee to switch it on in your Agency, but then you can sell it to unlimited clients after that (for Free!! - charge your clients whatever you want!)
Proposals, Quotes, Invoices, oh my! - This. Is. Big. We've built a custom integration to a fork of the famed Invoice Ninja that lets you natively integrate a full Proposal and Invoicing solution right inside GHL. This will allow for direct Pipeline integration, so updating a status on a invoice, or moving someone in a pipeline will sync between your proposals and quotes.
Invoicing Grey Label App - Further to the invoicing solution, we've built a Grey Label app..but wait...there's more...what if we had some kind of native API integration with GHL for Contacts, Pipelines, and Campaigns, much like their existing grey label app (Leadconnector) does...oh wait...WE DO! So, we're adding this functionality into the app too, so you won't need 2 apps, just ours. Think of it like LeadConnector 2.0!!
2 Step Order Form: Drop 2 - Adding custom tracking code and campaign integration for better marketing racking to 2 step order forms (cart abandon anyone?!) and also optional "Phone field on checkout added in. Dropping Dec 2023
DNC Drop 2: Direct National DNC API RealTime Connect - This is not a simple integration, but we're working on a solution that will allow you to work around the $18k price tag for real time checks with the FTC DNC.
Password Sync v1 - Upgraded security hashing to allow you to toggle Sync Password, so when a user signs up on the Wrapper, the GHL password will be automatically created the same. Avail now, reach out to have this configured!
Password Sync v2 SINGLE SIGN ON - Awaiting an update to the oAuth on the GHL side, once complete, no need for 2 logins!
Real Time SaaS Revenue Report Dashboard - We already show you everything, but what about a realtime, "How much money am I making?!" at a glance? YUP YUP! We're adding the finishing touches on the Dunning side of it now...something like this help you with your Growth Plans? https://prnt.sc/w24qze dropping Feb 2024
Multi-Payment Gateway - Oh...yes!! Paypal, Auth.net, NMI, Chase, Molile, even CRYPTO!? Yep. We're adding a universal gateway plugin and integrating to the soluton as we speak. A MASSIVE job, but one of the coolest things we've added to our roadmap. In Beta now!!
Billing Engine - (as per "Multi-payment gateway" above) 3rd party cart and payment integrations are great, but why add just another tool when you can have all those cool features, but in your own billing tool? Paypal, NMI, Auth.net, and more? Yup, we're adding billing support for all these payment gateways, AND better yet, we'll get them integrated onto your funnels/websites in GHL, Clickfunnels and more...In Beta now!!
Enhanced STRIPE User Control - out of the box, our subscription management and self-service is already streets above most other services on the market, but, we're going over an above. We're adding a whole range of new granular controls, notifications, alerts, and automations to make the sure you're getting the most out of your SaaS and MRR (that sweet sweet monthly recurring revenue!) Added to https://billingbutton.com > automate your billing management, never miss a payment from a customer, we will chase them up for you!
Dunning! - We already have automated account lockout and notifications in the billing side for users. But, did you know that adding Dunning rules (proactive billing, card, expiry etc failures) to your Stripe will reduce churn by an average of 15%! Well, we're adding configurable notifications and links directly to your app, you can automatically notify your users of card/expiry fails, and auto link them to a 1 click update. Added to https://billingbutton.com

and many more!

LICENCED INTEGRATIONS

We're not a 1-trick pony...with every industry comes the clients with incumbent tools, CRM's, databases, apps etc. Don't fight with Zapier, Upwork, or their angry tech support, use us to build your custom integration. We've the following built or building right now, with an additional fee and build out, we can add these to your wrapper. Got one in the mix now? Jump on a call with Nathan to get an idea on how we can integrate it for you.

Service Titan - Recover missed job bookings, reactivate old service tasks, track sales, and more!
Clover POS - Point of sale system to pull your sales data in to track your conversions
Formatize - Door to door services companies? Cleaners, carpets, roofers, etc, so many use Formatize to create and manage "jobs". Sync the jobs event appointment and contact with the locations.
Korona E-commerce - More retail clients? Integrate sales event information with products to GHL.
VEND - Got retail clients? Want to retarget buyers with product specific campaigns?
ChiroDominance - Service Chiros? They use an EHR and you won't be able to replace it, but you can seamlessly integrate to it. 2 way calendar/contact info.
Acxiom - Insurance? Investment? Mortgage? Real time data audeince
Cold Email (tba) - Don't burn out your domains, email service reputations, use our "Built Into HighLevel" Traffic service to buy a new list or upload your existing lists and push cold campaigns to get those leads!
Sales Tax, VAT, Taxes?! - We're adding the Stripe based sales tax functionality that you can add to your products to allocate taxes to your clients as a line item! (Part 1 delivered, finalized November 2022)
DNC Register Integration - The US Do Not Call Register has an up to date feed, which we are adding an integration that will flag your contacts per location in HighLevel (Early 2023)
Mollie 3rd Party Payment Gateway - API driven 3rd party sales for Netherlands customers who cannot use Stripe (October)
Infusionsoft Integration - Still have clients using web 1.0 tech (yeah, sore point for us...), we're natively adding Contact/Action integration for sign ups (November)
Security and MSPs - Are you a MSP, offering security services/tech to your clients? We're integrating state of the art reporting/breach tools so you can offer these right from within GHL

and many more!

Have a feature request? Hit the help icon within your /admin or within get.ghl.tools and shoot through your request.