Sometimes using HighLevel can feel like you’re piloting a spaceship with no manual.
Buttons everywhere. Things firing off randomly.
You’re just hoping it all works when a lead books a call. 😂
But recently, a couple of small-but-mighty updates hit the platform, and they’re a big deal if you want cleaner workflows, easier automation, and just less tech stress.
I’ve already started using these in a few client builds and agency setups, and I gotta say, these changes can save you hours (and probably some hair too).
Here’s the breakdown:
“Is Any Of” and “Is None Of” — Conditional Logic, Finally Made Simple
You know that feeling when you’ve got 11 conditions stacked in a workflow because your client insists that leads tagged A, B, or C get this email, but not D or E unless they’re also not in X stage?
Yeah. It’s a mess.
Well… no more spaghetti logic.
With the new “is any of” and “is none of” operators in HighLevel, you can finally make workflows that actually make sense at a glance.
Here’s why that’s awesome:
✅ Clean up those 15-step if/else tangents
✅ Handle complex client segmentation way faster
✅ Automate smarter without hiring a full-time Zapier wizard
💡 Pro Tip: Use “is any of” to group audiences (e.g., leads from Facebook, TikTok, or a website form) into one action without rewriting the same steps three times.
See Form Submissions Inside Appointments—Finally
Let’s say someone books a call and uploads a form with some juicy info—photos, answers, files… the works.
Previously, you had to dig through contact records just to see what they sent in. Clunky, right?
Now? You can view form submissions right inside the calendar appointment modal.
Yep. Click the appointment → Boom 💥
See the form answers right there. No more jumping around tabs like a caffeinated squirrel.
This is huge for teams handling:
- 📷 Photo-based consultations
- 📁 Intake forms with uploads
- 🧠 Detailed pre-call notes
🔧 Use Case: Have clients upload images before their appointment (like insurance, real estate, dental, etc.) and view them while you prep for the call. Makes you look pro-level organized.
TL;DR – Here’s What You Should Do Right Now
To recap, here’s what I’d be doing today if I were you:
🛠 Update your workflows to use “is any of” / “is none of” logic
📆 Use the new appointment modal view to simplify how you prep for meetings
🧹 Audit your automations for unnecessary steps now that you have better logic controls
⚡ Speed up client delivery by making your systems easier to manage (and teach)
HighLevel just keeps getting more powerful—but only if you know how to actually use these tools.
And if you ever feel stuck or overwhelmed with all the moving parts, don’t worry. We’ve built a bunch of tools, templates, and workflows to help you skip the tech headaches.
👉 Check out gohighlevele.com to grab the good stuff.
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