Dashboards and Custom Reports now have a more unified look and feel, making it easier to move between reporting tools without adjusting to different layouts. You can turn on the refreshed experience from Settings → Labs by enabling "Dashboard and custom reporting – UI consistency update," after which it loads automatically when you open Dashboards or Custom Reports. Charts, widgets, filters, metric builders, report pages, and scheduling screens all follow the same visual design, with more consistent loading, error states, spacing, and controls. Your existing dashboards, reports, data, and custom metrics remain unchanged—the update focuses on creating a smoother, more consistent experience across reporting.

Creating ads across multiple platforms is more flexible with Custom Values built directly into eligible ad copy fields. You can add reusable details like your business name, location, phone number, offer name, or support email across Meta, Google, and LinkedIn campaigns. Before publishing, JourneyCARE resolves these values in the preview, flags missing or invalid entries, and lets you map any values that still need attention—making it easier to reuse templates, keep messaging consistent, and reduce repetitive copy updates.

You can now download your Certificates and Badges in the format that works best for how you plan to use them. Choose PDF for professional printing, PNG for high-quality images with transparency, or JPG for easy sharing across email, websites, and social media. Having multiple formats gives both creators and learners more flexibility when printing, sharing, or displaying credentials.

Managing contacts on mobile is more streamlined, with a refreshed design that makes it easier to find information and take action. You can quickly search contacts, swipe for actions like calling or messaging, edit fields directly from the profile, and use filters to find the details you need. Updated tabs, clearer task and opportunity counts, expandable folders, and easier profile editing also help you manage contact information with fewer steps.

You can now give customers a more guided checkout experience by choosing between One-Step and Two-Step Checkout. With the two-step option, customers enter their contact and shipping details first, then move to billing, payment, and order review once those details are complete. One-Step Checkout remains the default, so existing checkout pages continue working as before, while the setting can be customized for each Checkout element.

Keeping your account secure now includes stronger password requirements across key account access points. New users and anyone changing their password will need to use at least 12 characters, including an uppercase letter, lowercase letter, number, and special character. These requirements apply to signup and activation, password resets, profile updates, and editing user information, helping provide a more consistent level of security across the platform.

Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.

WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.

You can now find notification settings more easily in Forms, Surveys, and Quizzes with a dedicated Notifications tab inside the builder. We've also improved tooltips with clearer explanations, contextual guidance, and Learn more links to relevant Help Center articles where available. These updates make it easier to understand and configure builder settings without leaving your workflow or relying on additional support, while keeping your existing notification functionality unchanged.

You can now tailor your Contact detail pages more closely to the way your team works. Resize panels to make better use of space, choose whether Owners and Followers appear on the contact card, and add up to two custom fields for quick reference. You can also decide where tags appear, rename and reorder the Actions and All fields tabs, and have Dynamic Tab modules open automatically when selected. Together, these options give you more control over the layout and information you see while keeping important contact details easy to access.

You can now have more control over which Xero contacts sync to JourneyCARE and how they’re organized. Choose to sync all contacts, only customers, only suppliers, or specific Xero contact groups, helping you keep unnecessary records out of your CRM. You can also decide whether suppliers appear alongside your contacts or are routed to business records instead. These settings give you a cleaner, more organized CRM while leaving existing Xero integrations unchanged unless you choose to update them.

Managing courses and supporting learners now comes with a few helpful improvements. You can access a contact's Course Progress directly from their Offers section, taking you straight to Member Analytics without navigating through multiple screens. Shared course and lesson links also return learners to the exact content they were trying to access after signing in, instead of sending them back to the course library. For content delivery, you can now use Drip Hours to release lessons between 1–23 hours after enrollment or course access, giving you more flexibility for onboarding, coaching, and time-sensitive training.

YouTube previews in sent emails now display as clickable video thumbnails, so your recipients can open the video directly on YouTube instead of seeing a blank preview. This improvement works with both standard YouTube watch links and shortened share links, and ensures the preview displays reliably across major email providers. You can continue adding YouTube videos the same way as before—simply paste the link into your email from Conversations.

When a social post fails to publish, you can now recover it directly from Social Planner without recreating the content. Choose Retry Now to publish the post again using its original settings, or Reschedule Post to select a new date and time. These recovery options are available from List View, Grid View, and Post Preview, helping you resolve temporary publishing issues with fewer steps and keep your social content moving.

Opening workflows now takes less time, with initial load speeds improving by up to 4x in many scenarios. JourneyCARE has optimized how Workflow Builder resources and components are loaded and rendered, helping workflows become available sooner and creating a more responsive experience from the moment you open them. Actual improvements may vary depending on workflow complexity, browser, network, and device performance.

You can now group Contacts by Source in your dashboards and reports, making it easier to see where your contacts are coming from. With a quick selection in your Contacts widget, you can break down contact counts by source and identify which channels are generating the most contacts. This brings the same Source grouping available for Opportunities to Contacts, giving you a more consistent way to understand lead sources and make informed decisions about where to focus your efforts.

An expired Client Portal magic link no longer leaves you at a dead end. If your link has expired, JourneyCARE will automatically take you to the OTP verification screen, where you can securely confirm your identity and regain access without requesting a new magic link. Your email address is masked for added privacy, and the OTP is sent directly to your email. This update makes account recovery more convenient while reducing login friction and support requests related to expired links.

Create more engaging TikTok conversations with automations that respond at the right time. JourneyCARE now supports TikTok Direct Messages in the Wait Until the Contact Replies workflow action, allowing your automations to pause until someone responds through TikTok before continuing. This makes it easier to build natural follow-up sequences, personalize customer interactions, and automate conversations without sending messages too quickly. Whether you're nurturing leads or responding to customer inquiries, this enhancement helps your TikTok messaging feel more timely and conversational.

Move around the platform more easily while building your automations. JourneyCARE now lets you open the main navigation sidebar directly from the Workflow Builder, giving you quick access to other tools and pages without interrupting your work. Whether you're switching between workflows, contacts, or other areas of the platform, you can navigate with fewer clicks and return to your automation whenever you're ready. It's a small but helpful improvement that creates a smoother, more connected workflow-building experience.

Launch your Meta campaigns with greater confidence. Before your campaign is submitted, JourneyCARE automatically checks for missing or incorrect setup details and highlights anything that needs your attention. Clear error messages and guided navigation make it easy to find and fix issues before publishing, helping you avoid unnecessary submission failures. You'll also receive improved progress updates throughout the publishing process, giving you better visibility and confidence that your campaign is ready for review and launch.

You now have a simpler way to connect your Instagram account to JourneyCARE. Instead of requiring a linked Facebook Page, you can connect Instagram directly, giving you greater flexibility and control over how your account is managed. Once connected, you can continue managing Instagram conversations, creating contacts, and triggering automations alongside your other communication channels—all from one place. This new connection method also prepares your account for upcoming Instagram-native features, helping you take advantage of future messaging and engagement capabilities as they become available.

Take full control of your social content from creation to removal. JourneyCARE now lets you delete published posts directly from the Social Planner and, where supported, remove them from the connected social platform at the same time. Whether you're correcting a mistake, removing outdated information, or cleaning up scheduled content, you can handle it all without switching between multiple social media accounts. The same experience also works for drafts and scheduled posts, making it easier to manage your content from start to finish. It's a simple improvement that helps you save time, stay organized, and keep your social channels up to date.

Organize your pipelines the way that works best for your team. JourneyCARE now lets you reorder pipelines directly from the Opportunities view using simple drag-and-drop controls or by moving a pipeline to a specific position. Once you've arranged them, your preferred order is automatically saved, making it easier to keep your most important pipelines front and center. This update gives admins greater flexibility to organize opportunities in a way that matches their workflow, helping teams navigate their sales process more efficiently.

Finding the right field in your workflows is now quicker and more intuitive. When you search for a field in workflow trigger filters, JourneyCARE now prioritizes the most relevant matches so they're displayed at the top of the results. Whether you're looking for a standard or custom field, you can spend less time scrolling through long lists and more time building your automations. This small but meaningful improvement helps streamline workflow setup, making it faster and easier to find exactly what you need.

Stay on top of your daily work with the all-new Task Manager in the JourneyCARE mobile app. Designed to help you manage tasks more efficiently, the updated experience includes recurring tasks, visual board and list views, support for multiple contacts, and the ability to link tasks directly to opportunities. You can also track your daily progress at a glance and quickly see key task details without opening each one. Whether you're following up with clients, managing projects, or organizing your team's workload, this refreshed task manager helps you stay focused, save time, and keep everything moving from wherever you work.

Take the guesswork out of email follow-ups with the new Email Sequences feature, now available in Beta Labs. You can create automated, threaded email conversations that feel more natural by sending follow-up emails based on timing and recipient engagement, while automatically stopping the sequence when someone replies. Whether you're nurturing leads, sending reminders, or staying connected with your audience, Email Sequences makes it easy to build effective campaigns without creating complex workflows. With built-in analytics, you'll also be able to track performance and see how each step in your sequence is performing, helping you continually improve your email outreach.

Give your team the right level of access with more control over pipeline management. JourneyCARE now lets you decide who can create, clone, or duplicate pipelines by assigning permissions based on each user's role. This makes it easier to maintain a consistent sales process, prevent unwanted changes, and ensure only authorized team members can modify your pipeline structure. It's a simple enhancement that gives you greater control over how your opportunities are managed while keeping your team's workflows organized and secure.

Help your customers get to checkout with fewer clicks. JourneyCARE now lets shoppers add products directly to their cart from Product List pages and Featured Products, making it easier to purchase without opening every product page. Products with a single option can be added instantly, while products with multiple variants offer a simple selection window before being added to the cart. This creates a smoother shopping experience, helping customers browse, choose, and purchase products more efficiently.

Accidentally losing your edits while working on mobile is now much less of a concern. If you try to leave an invoice or estimate before saving your changes, JourneyCARE will prompt you to either save your work or discard your edits before exiting. This added safeguard helps prevent accidental data loss while giving you more confidence when updating payment documents on the go. If nothing has changed, you can still exit without interruption for a smooth editing experience.