Fintech
Desktop
Product design
I re-designed the payments experience for HighLevel’s B2B SaaS dashboard, turning it from a confusing invoice-first entry point into a centralized payments hub. The new experience adapts to user maturity, so new users get guided setup and education, while active users get a dashboard focused on revenue health, recent activity, and quick actions.
Nov 2025
Product Designer, Leading Payments
HighLevel
Challenge
The main problem was that the Payments tab had an identity crisis. Instead of behaving like a true parent section, it redirected users straight to the Invoices list. This made users assume invoicing was the only payment capability, hid features like Subscriptions, Products, Orders, and Integrations, gave new users an empty state with no onboarding guidance, and left established businesses without a single place to understand revenue performance.
What I did
I audited the existing flow and restructured the information architecture into a hub-and-spoke model with an Overview tab as the default landing page. I designed two contextual modes for the same URL: a setup guidance experience for users with zero transactions and an operational dashboard for users with active revenue. I also created a 3-step setup loop, added educational content like a demo video, surfaced a discoverability grid for the full payments suite, and designed the final high-fidelity dashboard with health metrics, trend indicators, charts, recent activity, and a global “Create New” action.
Impact
The redesign made key payment features visible on the first click, reduced empty-state confusion by showing the right interface at the right stage of the journey, and gave small business owners clearer financial reporting without needing to export data to Excel. The strongest explicit outcome mentioned is “100% visibility” for features like Subscriptions and Products.
