We've added the ability to even further integrate CRM with the Core platform by allowing you to seamlessly graduate leads to directly apply into enrollment. In addition, multi-site payroll is coming soon. We have a beta running for a small number of multi-site operators. If you're interested in getting early access, let us know!

Releases

• Graduate leads to directly apply into enrollment listings

• Enterprise payroll beta — let us know if you are a multi-site operator and want to get on the waitlist!

Improvements

• Added back in inactive students to relevant reports

• Schedules are dramatically faster on web

• Filtering by attending today on mobile is much faster

• Mapping students for the state subsidy integration is now faster

• Able to change bank accounts for payroll more easily

• Added clarity if school settings are different from enterprise settings

• CRM: Added more merge tags for emailing

Fixes

• Fixed web feed reloading

• Fixed the benefits import

• Fixed highlighting for menu items for paperwork tabs

• CRM: Fixed lead graduations when previous information has been deleted

This new year brought with some brand new features, including the ability to mark absences for multiple staff at once and integrating your CRM with Zapier to give you limitless automation options.

Releases

• Bulk staff absences — mark several staff as PTO at once

• Zapier integration — Able to send new lead details straight to Zapier for internal processing

Improvements

• Better messaging when creating payrolls on why they are blocked

• More information on distribution of funds when running payrolls

• Clearer headers on schedules page

• Able to send statements out even if no balance

• Improved the extend billing plan flow

• CRM: Improved lead update with minimal amount of updates

Our team continued to ship with some brand new releases this winter break! Firstly, we launched a major infrastructure improvement to make the entire website significantly faster. Additionally, we added the ability to switch directly between student & staff profiles without having to navigate back to the main list. Finally, CRM users now have access to a texting usage dashboard to stay on top of messages going out.

Releases

• We’ve upgraded our servers & codebase! The entire website is now faster 🚀

• Dropdowns on breadcrumbs — quickly switch between students and staff directly from the student page

• Texting usage dashboard — view how many messages you sent, when

Improvements

• Faster invoice generation just in time for tax season

• Able to override recurring schedules with drop-in care as a setting

• Checkbox to save listing plans as new items on enrollment

• Feed on web now looks nicer when working with odd sized images

• Sped up updating guardians

• Sped up creating bulk charges

• CRM: Able to use multiple phone numbers and email addresses

Fixes

• Fixed food program reports

• Fixed payout reports

• Duplicated meals now only duplicates selected meals when duplicating one day

This week we released 25 new releases, improvements, and fixes! We launched automation templates on CRM to make it easy to build out new automations based on a growing library of smart defaults. We also added the ability to leave notes directly on a guardian profile, just like staff and student notes. We also introduced chat translations, enabling users to communicate in their preferred language.

Releases

• Automation Templates — quickly create automations for your CRM using pre-built templates

• Guardian Notes — save notes on guardians same as staff and students

• Chat Translations — translate messages in chat using Google Translate

• [Beta] Guided in app tours — get started with features faster using guided walkthroughs. Chat with us if you’d like to try them out

Improvements

• Sped up the entire website. First page load and many pages throughout the web should feel much snappier

• Added deposit numbers to subsidy deposits

• Able to sort enrollment listings by program enrollments

• Modals and dropdowns were made smoother throughout the entire website

• Added a year end checklist for payroll

• Able to sort groups and plans in enrollment

• Added additional confirmations for splitting families

• Added support for assigning debits & credits after a family has been split

• Creating new items when creating charges is much smoother

• Staff can now view schedules directly from the website

• Can now bulk upload employees to payroll through import

• Can now bulk upload employee benefits

• Added reporting for expired and incomplete staff paperwork

• CRM: Now supports more lead import formats

• CRM: Able to filter down leads by archived status

• CRM: Empty fields are now hidden on the kanban cards

Fixes

• Shared services are no longer able to use the mobile app

• On my way queue on web now includes the notes added by parents

• When recording multiple eating posts, pressing the submit button repeatedly no longer creates duplicates

• Fixed payouts report

• No longer able to delete branches on CRM automations if they have connected nodes