> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2022 Updates

> HoopAI platform updates released in 2022.

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<Update label="December 22, 2022" description="Custom CSS Editor for Funnels" tags={["Feature", "Funnels"]}>
  **What's new:** You can now add custom CSS directly to any funnel page using the built-in CSS editor. Write your own styles without needing external tools or code injection workarounds.

  **Why it matters:** Full design control over your funnels without leaving the platform.

  **How to use it:** Open any funnel page in the editor, click **Settings** > **Custom CSS**, and add your styles.
</Update>

<Update label="December 22, 2022" description="Zoom Integration for Calendar Bookings" tags={["Feature", "Integrations"]}>
  **What's new:** Zoom is now available as a meeting location for calendar bookings. When a contact books an appointment, a Zoom meeting link is automatically generated and included in the confirmation email.

  **Why it matters:** Eliminates the manual step of creating and sharing Zoom links for every booking.

  **How to use it:** Go to **Calendars** > edit a calendar > **Meeting Location** > select **Zoom**.
</Update>

<Update label="December 8, 2022" description="QuickBooks Integration" tags={["Feature", "Integrations"]}>
  **What's new:** Connect your QuickBooks account to sync invoices, payments, and customer records between HoopAI and QuickBooks. Invoice data flows automatically once the integration is enabled.

  **Why it matters:** Keeps your accounting in sync without duplicate data entry.

  **How to use it:** Go to **Settings** > **Integrations** > **QuickBooks** and follow the OAuth connection flow.
</Update>

<Update label="December 8, 2022" description="Funnel Global Sections" tags={["Feature", "Funnels"]}>
  **What's new:** Create reusable global sections (headers, footers, CTAs) that update across all funnel pages simultaneously when edited.

  **Why it matters:** Change a header once and it updates everywhere, saving time on multi-page funnels.

  **How to use it:** In the funnel editor, right-click a section and select **Save as Global Section**.
</Update>

<Update label="November 24, 2022" description="PayPal Integration for Invoices" tags={["Feature", "Integrations"]}>
  **What's new:** PayPal is now available as a payment method on invoices. Clients can pay directly via PayPal from the invoice link.

  **Why it matters:** Gives your clients more flexibility in how they pay.

  **How to use it:** Go to **Settings** > **Integrations** > connect PayPal, then enable it under **Payments** > **Invoice Settings**.
</Update>

<Update label="November 24, 2022" description="Bulk Actions for Opportunities" tags={["Feature", "CRM"]}>
  **What's new:** Select multiple opportunities in list view and perform bulk actions including stage change, owner assignment, and status update.

  **Why it matters:** Manage large pipelines faster without editing deals one by one.

  **How to use it:** Switch to list view in **Opportunities**, select rows with checkboxes, and use the bulk action toolbar.
</Update>

<Update label="November 10, 2022" description="Google Calendar Two-Way Sync" tags={["Feature", "Integrations"]}>
  **What's new:** Google Calendar sync is now fully bidirectional. Events created or modified in Google Calendar automatically reflect in HoopAI calendars and vice versa.

  **Why it matters:** No more double-booking or manual calendar updates across platforms.

  **How to use it:** Go to **Settings** > **Integrations** > **Google Calendar** and enable two-way sync.
</Update>

<Update label="November 10, 2022" description="Invoice Partial Payments" tags={["Feature", "Invoicing"]}>
  **What's new:** Clients can now make partial payments on invoices. The remaining balance is tracked automatically, and reminders can be configured for outstanding amounts.

  **Why it matters:** Adds flexibility for larger projects where clients pay in installments.

  **How to use it:** Enable partial payments under **Payments** > **Invoice Settings** > **Allow Partial Payments**.
</Update>

<Update label="October 27, 2022" description="Stripe Integration Improvements" tags={["Feature", "Integrations"]}>
  **What's new:** The Stripe integration now supports automatic retry for failed payments, improved webhook reliability, and real-time payment status updates in the CRM.

  **Why it matters:** Fewer missed payments and more accurate financial data in your dashboard.

  **How to use it:** Reconnect your Stripe account under **Settings** > **Integrations** to enable the updated features.
</Update>

<Update label="October 27, 2022" description="Custom Invoice Templates" tags={["Feature", "Invoicing"]}>
  **What's new:** Design branded invoice templates with your logo, colors, custom fields, and payment terms. Save multiple templates for different use cases.

  **Why it matters:** Professional, on-brand invoices build client trust and reduce payment friction.

  **How to use it:** Go to **Payments** > **Invoices** > **Templates** > **Create Template**.
</Update>

<Update label="October 13, 2022" description="Invoice Recurring Schedules" tags={["Feature", "Invoicing"]}>
  **What's new:** Set invoices to recur on weekly, monthly, quarterly, or annual schedules. Recurring invoices are generated and sent automatically based on your configuration.

  **Why it matters:** Automate billing for retainer clients and subscription services.

  **How to use it:** When creating an invoice, toggle **Recurring** and set the frequency and end date.
</Update>

<Update label="October 13, 2022" description="Social Media Analytics Dashboard" tags={["Feature", "Social Media"]}>
  **What's new:** A dedicated analytics dashboard for social media shows post performance, engagement rates, follower growth, and best posting times across all connected accounts.

  **Why it matters:** Data-driven decisions for your social strategy without leaving the platform.

  **How to use it:** Go to **Marketing** > **Social Planner** > **Analytics** tab.
</Update>

<Update label="September 29, 2022" description="Invoice Payment Tracking" tags={["Feature", "Invoicing"]}>
  **What's new:** Track invoice payment statuses in real time with a dedicated dashboard. See which invoices are paid, pending, overdue, or partially paid at a glance.

  **Why it matters:** Instant visibility into your accounts receivable without checking email or payment processors.

  **How to use it:** Go to **Payments** > **Invoices** to see the status dashboard.
</Update>

<Update label="September 29, 2022" description="Send Invoices via Email and SMS" tags={["Feature", "Invoicing"]}>
  **What's new:** Send invoices directly to clients via email or SMS with a secure payment link. Clients can view and pay from any device.

  **Why it matters:** Faster payments by meeting clients where they are.

  **How to use it:** Open an invoice and click **Send** > choose **Email** or **SMS**.
</Update>

<Update label="September 15, 2022" description="Invoice Line Items and Tax Calculation" tags={["Feature", "Invoicing"]}>
  **What's new:** Add multiple line items to invoices with descriptions, quantities, rates, and tax percentages. Tax is calculated automatically per line item and in the total.

  **Why it matters:** Accurate, itemized invoices reduce client questions and disputes.

  **How to use it:** When creating an invoice, click **Add Line Item** and fill in the details.
</Update>

<Update label="September 15, 2022" description="Social Planner Bulk Scheduling" tags={["Feature", "Social Media"]}>
  **What's new:** Schedule up to 50 social posts at once using the bulk upload feature. Upload a CSV with post content, images, and scheduled times.

  **Why it matters:** Plan an entire month of content in minutes instead of hours.

  **How to use it:** Go to **Social Planner** > **Bulk Schedule** and upload your CSV file.
</Update>

<Update label="September 1, 2022" description="Create and Send Invoices" tags={["Feature", "Invoicing"]}>
  **What's new:** The HoopAI platform now includes a full invoicing system. Create professional invoices with your branding, add line items, set payment terms, and send directly to clients.

  **Why it matters:** Manage billing and client payments without a separate invoicing tool.

  **How to use it:** Go to **Payments** > **Invoices** > **Create Invoice**.
</Update>

<Update label="September 1, 2022" description="Invoice Discount Codes" tags={["Feature", "Invoicing"]}>
  **What's new:** Apply percentage or flat-rate discounts to invoices. Discounts appear as a line item and are reflected in the total automatically.

  **Why it matters:** Offer promotional pricing or loyalty discounts directly on invoices.

  **How to use it:** When editing an invoice, click **Add Discount** and enter the amount or percentage.
</Update>

<Update label="August 18, 2022" description="Google Business Profile Scheduling" tags={["Feature", "Social Media"]}>
  **What's new:** Schedule and publish posts to your Google Business Profile directly from the social planner. Supports text posts, images, and event posts.

  **Why it matters:** Keep your Google Business listing active and engaging without logging into Google separately.

  **How to use it:** Connect your Google Business Profile under **Marketing** > **Social Planner** > **Accounts**.
</Update>

<Update label="August 18, 2022" description="Opportunity Won/Lost Automation Triggers" tags={["Feature", "Workflows"]}>
  **What's new:** Trigger workflows automatically when an opportunity is marked as won or lost. Use these triggers to send follow-ups, update tags, or notify team members.

  **Why it matters:** Automate post-deal workflows so nothing falls through the cracks.

  **How to use it:** In the workflow builder, add a trigger > **Opportunity Status Changed** > filter by Won or Lost.
</Update>

<Update label="August 4, 2022" description="Instagram Direct Publishing" tags={["Feature", "Social Media"]}>
  **What's new:** Publish single-image and carousel posts directly to Instagram without push notifications or manual steps. Supports captions, hashtags, and first-comment scheduling.

  **Why it matters:** True hands-off Instagram scheduling saves time and keeps your content calendar on track.

  **How to use it:** Connect your Instagram Business account in **Social Planner** > **Accounts**, then schedule posts as usual.
</Update>

<Update label="August 4, 2022" description="Pipeline Stage Duration Tracking" tags={["Feature", "CRM"]}>
  **What's new:** See how long each opportunity has been in its current pipeline stage. A duration badge appears on kanban cards and in the list view.

  **Why it matters:** Identify stalled deals quickly and take action before they go cold.

  **How to use it:** Duration tracking is automatic — check the kanban board or list view in **Opportunities**.
</Update>

<Update label="July 21, 2022" description="Social Planner Calendar View" tags={["Feature", "Social Media"]}>
  **What's new:** View all scheduled social posts in a monthly calendar layout. Drag and drop posts to reschedule them instantly.

  **Why it matters:** Visualize your content calendar at a glance and spot gaps in your posting schedule.

  **How to use it:** Go to **Marketing** > **Social Planner** > switch to **Calendar** view.
</Update>

<Update label="July 21, 2022" description="Opportunity Custom Fields" tags={["Feature", "CRM"]}>
  **What's new:** Add custom fields to opportunities to track any data specific to your sales process — contract length, product type, referral source, and more.

  **Why it matters:** Tailor your pipeline to match your exact sales workflow.

  **How to use it:** Go to **Settings** > **Custom Fields** > **Opportunities** > **Add Field**.
</Update>

<Update label="July 7, 2022" description="Facebook Page and Group Publishing" tags={["Feature", "Social Media"]}>
  **What's new:** Schedule and publish posts to Facebook Pages and Groups directly from the social planner. Supports text, images, videos, and link posts.

  **Why it matters:** Manage all your Facebook content from one dashboard alongside your other social channels.

  **How to use it:** Connect your Facebook accounts in **Social Planner** > **Accounts**, then create and schedule posts.
</Update>

<Update label="July 7, 2022" description="Pipeline Automation Actions" tags={["Feature", "Workflows"]}>
  **What's new:** Workflow actions can now create, update, and move opportunities through pipeline stages automatically. Set deal values, assign owners, and change statuses without manual intervention.

  **Why it matters:** Fully automate your sales pipeline progression based on contact behavior.

  **How to use it:** In the workflow builder, add actions under **Opportunities** to create or update deals.
</Update>

<Update label="June 23, 2022" description="Social Media Planner Launch" tags={["Feature", "Social Media"]}>
  **What's new:** The HoopAI platform now includes a built-in social media planner. Schedule, publish, and manage posts across Facebook, Instagram, and Google Business Profile from a single dashboard.

  **Why it matters:** Eliminate the need for a separate social media tool — plan and publish alongside your CRM and marketing.

  **How to use it:** Go to **Marketing** > **Social Planner** to connect accounts and start scheduling.
</Update>

<Update label="June 23, 2022" description="Social Post Approval Workflow" tags={["Feature", "Social Media"]}>
  **What's new:** Enable a review and approval step for social posts before they are published. Team members can submit posts for approval, and managers can approve or request changes.

  **Why it matters:** Maintain brand consistency and quality control across your social presence.

  **How to use it:** Enable approvals under **Social Planner** > **Settings** > **Require Approval**.
</Update>

<Update label="June 9, 2022" description="Deal Value Forecasting" tags={["Feature", "CRM"]}>
  **What's new:** Pipeline view now shows total weighted and unweighted deal values per stage. Forecast revenue based on stage probabilities that you assign.

  **Why it matters:** Get a clear picture of your sales pipeline value and expected revenue.

  **How to use it:** Set stage probabilities in **Settings** > **Opportunities** > **Pipeline Stages**, then view forecasts on the pipeline dashboard.
</Update>

<Update label="June 9, 2022" description="Workflow Trigger: Appointment Status" tags={["Feature", "Workflows"]}>
  **What's new:** Trigger workflows when appointments are booked, confirmed, cancelled, or marked as no-show. Combine with any workflow action for full automation.

  **Why it matters:** Automate follow-ups, reminders, and internal notifications based on appointment lifecycle.

  **How to use it:** Add a trigger > **Appointment Status** in the workflow builder.
</Update>

<Update label="May 26, 2022" description="Multiple Pipelines" tags={["Feature", "CRM"]}>
  **What's new:** Create multiple pipelines to manage different sales processes, service lines, or departments. Each pipeline has its own stages, views, and reporting.

  **Why it matters:** One pipeline rarely fits all — separate pipelines keep different processes organized.

  **How to use it:** Go to **Opportunities** > **Pipelines** > **Add Pipeline** to create a new one.
</Update>

<Update label="May 26, 2022" description="Contact Activity Timeline" tags={["Feature", "Contacts"]}>
  **What's new:** The contact detail page now shows a unified activity timeline including emails, SMS, calls, form submissions, page visits, and opportunity changes in chronological order.

  **Why it matters:** See the full customer journey in one scrollable view without switching tabs.

  **How to use it:** Open any contact and scroll to the **Activity** section.
</Update>

<Update label="May 12, 2022" description="Pipeline Kanban Board" tags={["Feature", "CRM"]}>
  **What's new:** The opportunity kanban board now supports drag-and-drop between stages, inline editing of deal values, and color-coded cards based on deal status or custom fields.

  **Why it matters:** Faster pipeline management with fewer clicks and better visual context.

  **How to use it:** Go to **Opportunities** and use the default kanban view.
</Update>

<Update label="May 12, 2022" description="Email Template Variables" tags={["Feature", "Email Marketing"]}>
  **What's new:** Use dynamic variables in email templates to personalize subject lines, body content, and CTAs with contact, opportunity, and custom field data.

  **Why it matters:** Personalized emails drive higher open and click rates.

  **How to use it:** In the email builder, click **Insert Variable** or type `{{}}` to see available merge fields.
</Update>

<Update label="April 28, 2022" description="Pipeline Stage Automation" tags={["Feature", "Workflows"]}>
  **What's new:** Trigger workflows automatically when an opportunity moves to a specific pipeline stage. Combine with any action — send emails, assign tasks, update contact fields.

  **Why it matters:** Eliminate manual follow-up steps as deals progress through your pipeline.

  **How to use it:** In the workflow builder, select trigger **Pipeline Stage Changed** and choose the target stage.
</Update>

<Update label="April 28, 2022" description="Opportunity List View" tags={["Feature", "CRM"]}>
  **What's new:** Toggle between kanban and list view for opportunities. List view supports sorting, filtering, and column customization for large pipelines.

  **Why it matters:** Table view is faster for reviewing and bulk-editing large numbers of deals.

  **How to use it:** Click the **List View** icon at the top of the Opportunities page.
</Update>

<Update label="April 14, 2022" description="Opportunity Filters and Saved Views" tags={["Feature", "CRM"]}>
  **What's new:** Filter opportunities by stage, owner, deal value, tags, date range, and custom fields. Save filter combinations as named views for quick access.

  **Why it matters:** Find the exact deals you need without scrolling through your entire pipeline.

  **How to use it:** Click **Filter** on the Opportunities page, set your criteria, then click **Save View**.
</Update>

<Update label="April 14, 2022" description="SMS Character Count and Segment Preview" tags={["Feature", "SMS"]}>
  **What's new:** The SMS composer now shows real-time character count and segment count so you know exactly how your message will be billed before sending.

  **Why it matters:** Avoid unexpected costs from multi-segment messages.

  **How to use it:** Character and segment counts appear automatically below the SMS text field.
</Update>

<Update label="March 31, 2022" description="Pipeline Deal Values" tags={["Feature", "CRM"]}>
  **What's new:** Assign monetary values to opportunities. Deal values display on kanban cards, and stage totals are calculated automatically in the pipeline header.

  **Why it matters:** See your pipeline revenue at a glance without exporting to a spreadsheet.

  **How to use it:** Edit any opportunity and enter a value in the **Deal Value** field.
</Update>

<Update label="March 31, 2022" description="Workflow Goal Tracking" tags={["Feature", "Workflows"]}>
  **What's new:** Set goals on workflows to automatically remove contacts once they reach a desired outcome — such as booking an appointment or making a purchase.

  **Why it matters:** Prevents over-communication by stopping the workflow when the goal is achieved.

  **How to use it:** In the workflow builder, click **Goal** and define the completion criteria.
</Update>

<Update label="March 17, 2022" description="Opportunity Pipeline Stages" tags={["Feature", "CRM"]}>
  **What's new:** Customize pipeline stages with names, colors, and sort order. Define your sales process from lead to close with as many stages as you need.

  **Why it matters:** Mirror your real sales process inside the platform for accurate tracking.

  **How to use it:** Go to **Settings** > **Opportunities** > **Pipeline Stages** to add or reorder stages.
</Update>

<Update label="March 17, 2022" description="Calendar Booking Widget Customization" tags={["Feature", "Calendars"]}>
  **What's new:** Customize the look and feel of your booking widget with brand colors, custom text, and configurable availability display. Embed it on any website or funnel page.

  **Why it matters:** A branded booking experience builds trust and increases conversion rates.

  **How to use it:** Go to **Calendars** > edit a calendar > **Widget** tab to customize the appearance.
</Update>

<Update label="March 3, 2022" description="Opportunities and Pipelines" tags={["Feature", "CRM"]}>
  **What's new:** The HoopAI platform now includes a full opportunities and pipeline management system. Track deals through customizable stages, assign owners, and monitor your sales pipeline visually.

  **Why it matters:** Manage your entire sales process from lead to close inside the same platform as your marketing and communications.

  **How to use it:** Navigate to **Opportunities** in the sidebar to create your first pipeline and start adding deals.
</Update>

<Update label="March 3, 2022" description="Contact Import Improvements" tags={["Feature", "Contacts"]}>
  **What's new:** CSV import now supports field mapping preview, duplicate detection, and tag assignment during import. Errors are highlighted before finalizing.

  **Why it matters:** Cleaner imports mean less time spent fixing data issues afterward.

  **How to use it:** Go to **Contacts** > **Import** and upload your CSV to see the improved mapping interface.
</Update>

<Update label="February 17, 2022" description="Workflow Webhook Action" tags={["Feature", "Workflows"]}>
  **What's new:** Send data to external systems via webhook from any workflow. Configure the URL, method, headers, and payload with dynamic contact and custom field variables.

  **Why it matters:** Connect the HoopAI platform to any third-party tool or custom API endpoint.

  **How to use it:** In the workflow builder, add action > **Webhook** and configure the request details.
</Update>

<Update label="February 17, 2022" description="Calendar Group Bookings" tags={["Feature", "Calendars"]}>
  **What's new:** Create group calendars that allow multiple people to book the same time slot, up to a configurable maximum. Ideal for webinars, classes, and group sessions.

  **Why it matters:** Run group events without a separate registration tool.

  **How to use it:** Go to **Calendars** > **Create Calendar** > select **Group** type and set the max attendees.
</Update>

<Update label="February 3, 2022" description="Workflow Math Operations" tags={["Feature", "Workflows"]}>
  **What's new:** Perform math operations on custom field values within workflows — add, subtract, multiply, and divide. Use this for lead scoring, point tracking, or balance calculations.

  **Why it matters:** Build sophisticated automation logic without external tools.

  **How to use it:** Add a **Math Operation** action in the workflow builder and select the field and operation.
</Update>

<Update label="February 3, 2022" description="Conversation Filters" tags={["Feature", "Conversations"]}>
  **What's new:** Filter conversations by channel type (SMS, email, Facebook, Instagram), assigned user, read/unread status, and date range.

  **Why it matters:** Find specific conversations quickly in high-volume inboxes.

  **How to use it:** Click the **Filter** icon at the top of the Conversations panel.
</Update>

<Update label="January 20, 2022" description="Workflow A/B Testing" tags={["Feature", "Workflows"]}>
  **What's new:** Split contacts into two or more paths within a workflow to test different messaging, timing, or actions. Set distribution percentages for each path.

  **Why it matters:** Optimize your automation by testing what works best with real data.

  **How to use it:** In the workflow builder, add an **A/B Split** action and configure the paths and percentages.
</Update>

<Update label="January 20, 2022" description="Contact Smart Lists" tags={["Feature", "Contacts"]}>
  **What's new:** Create dynamic contact lists based on filter criteria that update automatically. Contacts matching the criteria are added or removed in real time.

  **Why it matters:** Always-current segments without manual list management.

  **How to use it:** Go to **Contacts** > **Smart Lists** > **Create Smart List** and define your filter rules.
</Update>

<Update label="January 6, 2022" description="Reporting Dashboard Redesign" tags={["Enhancement", "Reporting"]}>
  **What's new:** The reporting dashboard has been redesigned with interactive charts, customizable date ranges, and new metrics including conversion rates, pipeline value, and appointment show rates.

  **Why it matters:** Better data visualization helps you make faster, more informed decisions.

  **How to use it:** Go to **Reporting** to explore the updated dashboard.
</Update>

<Update label="January 6, 2022" description="Workflow Contact Tag Actions" tags={["Feature", "Workflows"]}>
  **What's new:** Add and remove multiple tags in a single workflow action. Tag actions now support dynamic values from custom fields.

  **Why it matters:** Simplify complex tagging logic within your automations.

  **How to use it:** Add a **Tag** action in the workflow builder and select or type the tags to add or remove.
</Update>