Upgrades

Follow new updates and improvements to OS.

August 17th, 2026

OS is making tag management cleaner and easier with new Tag Categories and Colors, now available in Labs.

What’s New

Organize Tags into Categories
You can now group related tags into categories, making it much easier to keep your account organized as your tag library grows.

Color-Code Your Tags
Assign colors to tags so you can quickly identify different types of contacts, leads, customers, campaigns, or workflows at a glance.

Cleaner Tag Management
Instead of managing one long list of tags, categories give you a more structured way to organize and find the tags you need.

Customize Your Setup
Create a tagging structure that fits your business. For example:

  • Lead Status

  • Customer Type

  • Services

  • Campaigns

  • Interests

  • Internal Tracking

Each category can use its own colors and organization system.

Why It Matters

As your OS account grows, your tag list can quickly become difficult to manage.

Categories and colors make it easier to understand what each tag is being used for, find the right tags faster, and keep your CRM and automations organized.

How to Enable It

This feature is currently available through Labs.

Go to Settings → Labs, find the Tags Categories & Colors feature, and enable it for your account.

Once enabled, you can begin organizing and customizing your existing tags.

August 17th, 2026

OS Communities just got more powerful. You can now automate how community join requests are reviewed, qualified, and approved using Workflows.

What’s New

New “Requested to Join Group” Trigger
A new workflow trigger can automatically fire whenever someone requests to join one of your community groups.

Filter by Membership Answers
Build different automation paths based on:

  • The community group they’re requesting to join

  • Their answers to membership questions

  • Specific responses or qualification criteria

AI-Powered Screening
Membership answers can be sent through AI inside your workflow to automatically evaluate requests. For example, you can identify spam, low-quality submissions, or applicants who don’t meet your criteria.

Automate the Next Step
Based on their answers, OS can automatically:

  • Grant access to the group

  • Route the request for manual review

  • Add or remove tags

  • Send welcome messages

  • Trigger additional automations

Why It Matters

If you’re growing a private community, you no longer need to manually review every join request.

You can build smarter approval systems that automatically qualify new members based on their actual responses—saving time while giving you more control over who enters your community.

How to Use It

Go to Workflows → Create Workflow → Add Trigger → Requested to Join Group, select your community group, and build your automation from there.

Note: The group must have request-based access enabled for this trigger to work. AI actions may also have additional usage costs.

July 31st, 2026

Improved

OS now gives you more control over your Review AI drip campaigns with the ability to target reviews by a specific date range instead of relying only on review age.

This makes it easier to re-engage customers from a particular time period, clean up older reviews, or launch targeted campaigns with greater precision. Before sending, you'll also be able to preview exactly how many reviews will be included, helping you avoid empty or ineffective campaigns.

What's New

  • Target reviews using a custom review date range

  • Preview the total number of eligible reviews before launching

  • See whether any reviews match your selected filters

  • Automatic validation prevents creating empty campaigns

  • Existing age-based drip campaigns continue to work without changes

  • More precise targeting for historical review follow-up campaigns

These improvements make Review AI campaigns more predictable and effective, helping you re-engage past customers while reducing unnecessary campaign processing.

How to Enable

Getting started only takes a few clicks:

  1. Open your OS sub-account.

  2. Navigate to Reputation → Settings → Reviews AI.

  3. Open Drip Campaigns.

  4. Create a new campaign and select a Review Date Range instead of a review age.

  5. Preview the eligible reviews, then launch your campaign.

Note: Existing review age-based campaigns will continue running normally, so you can start using date range targeting without affecting your current automations.

July 31st, 2026

Improved

The Client Portal has been redesigned to bring everything your customers need into one seamless experience. Instead of switching between separate areas for Courses, Communities, Billing, Files, and Account Settings, users can now navigate everything from a single, unified portal.

This update creates a faster, more intuitive experience while giving your clients one central hub to manage their relationship with your business.

What's New

  • Unified navigation across the Client Portal, Courses, Communities, Billing, Shared Files, Affiliates, and Account Settings

  • A redesigned dashboard that gives clients quick access to courses, community activity, invoices, shared files, and recently viewed content

  • Faster page loading and smoother transitions throughout the portal

  • A more consistent branded experience from login to every customer-facing section

  • Improved navigation with less tab switching and a more intuitive user experience

  • A modern foundation that enables future membership and client portal enhancements

The new Client Portal provides a cleaner, more connected experience that helps your customers find what they need faster while making your business feel more polished and professional.

How to Enable

Getting started with the new Client Portal only takes a few clicks:

  1. Open your OS sub-account.

  2. Navigate to Client Portal → Dashboard.

  3. Click Enable next to the New Client Portal Experience.

  4. Once enabled, your customers will immediately have access to the new unified Client Portal and updated Communities experience.

July 31st, 2026

New

Bring your websites to life with powerful new entrance animations for Sections, Rows, and Columns. Instead of animating individual elements one at a time, you can now apply smooth animations to entire layouts, creating more engaging and professional-looking pages with just a few clicks.

Whether you're building landing pages, sales funnels, or business websites, these animations help guide visitors' attention and create a polished user experience.

What's New

  • Apply entrance animations to entire Sections, Rows, and Columns

  • Choose from a variety of professional animation styles, including fade, slide, bounce, zoom, and more

  • Customize animation timing, duration, and delay for smoother page reveals

  • Preview animations directly inside the builder before publishing

  • Create more dynamic layouts without custom CSS or JavaScript

  • Works seamlessly alongside existing element animations for even greater design flexibility

These new animation controls make it easier than ever to build modern, high-converting websites that feel more interactive and engaging while maintaining fast performance and a clean editing experience.

July 31st, 2026

New

Make your websites feel more interactive with the new Button Hover Animations. You can now add professional hover effects to any button directly from the page builder—no custom CSS or coding required.

With over 20 built-in animation styles and customizable settings, it's easy to create call-to-action buttons that capture attention and encourage more clicks.

What's New

  • Choose from 21 built-in button hover animations

  • Customize animation speed, delay, easing, colors, size, and movement

  • Preview animations live before applying them

  • No custom CSS or coding required

  • Hover effects automatically disable on mobile devices for the best user experience

  • Fully compatible with existing entrance animations and page elements

These new hover effects make it easier to build modern, engaging websites that feel more polished while helping your calls-to-action stand out and improve user engagement.

July 23rd, 2026

Improved

Selling products directly through Forms and Surveys is now more powerful and user-friendly. The experience has been improved to make it easier for customers to browse products, complete purchases, and submit orders—all without leaving your form.

Whether you're collecting payments, selling digital products, booking services, or accepting event registrations, the updated experience creates a smoother checkout process from start to finish.

What's New

  • Improved product selection experience within Forms and Surveys

  • Cleaner and more intuitive checkout flow for customers

  • Better support for selling multiple products in a single submission

  • Faster and more reliable purchasing experience

  • Enhanced overall usability for product orders and payment forms

These improvements help create a more seamless buying experience, making it easier to convert visitors into customers while reducing friction during the checkout process.

July 23rd, 2026

New

Keeping everyone informed just got easier. OS now automatically sends notifications whenever files are uploaded through the Client Portal, helping both your team and your clients stay on top of important documents without constantly checking the portal.

Whether it's signed paperwork, onboarding documents, project assets, or completed deliverables, everyone involved is notified as soon as a new file is available.

What's New

  • Automatic notifications when files are uploaded through the Client Portal

  • Account admins are instantly notified when clients upload new files

  • Clients receive notifications when your team uploads files for them

  • Faster communication without manual follow-up

  • Better visibility into shared documents and project progress

This update helps streamline collaboration, reduces missed uploads, and keeps both your team and your clients informed every step of the way.

July 20th, 2026

Appointment reporting has been upgraded with faster performance, improved visualizations, and more customization options to help you better understand scheduling activity across your business.

These enhancements make it easier to monitor booking trends, team performance, and appointment sources at a glance.

What's New

  • New reporting widgets and visual charts

  • Faster report generation and dashboard performance

  • Improved appointment analytics

  • Better channel and booking insights

  • More customizable reporting dashboards

These reporting improvements give you a clearer picture of your appointments so you can make more informed business decisions.

July 20th, 2026

Improved

Several improvements have been made to Communities to create a smoother experience for both creators and members.

From new subscription options to better media performance, these updates help make Communities more flexible and enjoyable to use.

What's New

  • Support for weekly subscription plans

  • Improved video playback performance

  • Faster loading throughout Communities

  • Better image optimization

  • Enhanced search functionality

  • Additional mobile performance improvements

These updates make it easier to deliver memberships, courses, and community experiences inside OS.