AI meeting reminders — use AI to generate great meeting reminders

UTM tracking — all public forms and event bookings now auto-populate lead fields based on UTM tags

Student profile redesign — find information on students, easier

Able to bulk adjust GL codes using the debits table

Able to see classroom checked-in to on the attendance table

Removed $0 fees

Better grouping of student updates on the student activity page

Carpools should now load faster and be quicker to create

Added totals on the tables for payroll approval

Improved handling of previously submitted paperwork on mobile

Added empty states to role dropdowns

Create charges email now shows the list of all charges for parents

Able to now duplicate automations

Able to now edit discounts on the edit transaction modal

Forms are now clearer to create and fill out

Improved the flow for guardians to find support from their program

Predictive enrollment classroom dropdown now show age ranges to more easily find correct classrooms

CRM forms now scroll to the error when trying to submit

Expense filters should now properly by “all” when reseting

AI call summaries & transcripts — logged calls will now provide AI generated transcripts and summaries so you can quickly see what happened on a call

Single sends — send out bulk individual emails to leads through the CRM

Payment daily summary emails — get an overview of all payments made by day to your inbox

Releasing a deposit was made much simpler and clear

Filter by age on lesson plans

Now more clear when a single week schedule will override a recurring schedule

Faster and more clear to add in payment methods for guardians

Retrying failed payrolls is now more clear

Student activity log now tracks custom field changes

Improved wording for settings across the website

New Revenue Enrollment projections report

Able to log calls done outside of the CRM

Billing alerts page makes it easier to fix the issues

Items & discounts table is now searchable

CRM Lead filters are now much easier to navigate and are searchable

CRM lead details now has an adjustable width

Individual payout tables are now downloadable

CRM meeting slots now start at a more logical time

Fixed the mark deposited modal search and sort

Multiple schedules on the resource timeline now show up in one line

ARR Detailed report now shows student names

Added filters for attendance reports to select students signed into a classroom

Multiple PDF submissions — fillable PDFs now allow multiple submissions

Lead documents — upload paperwork and documents directly to a lead profile

Email analytics overviews — see how emails are performing on CRM

Media gallery refresh — the media gallery on the web is now much easier to navigate with a refreshed look and the ability to bulk select images

Paperwork now shows expiration badges if expired

Able to create custom fields on enterprise forms

Held amounts were redone to be more intuitive

Families can now view their old form submissions

Admins can override their availability when manually scheduling a meeting

Student profiles with many actions now load more quickly

File requests now allow multiple photos to be uploaded at once

Paperwork status filters now allow more granular filtering

Added additional messaging when families have overdue amounts on their invoices

Admins can now edit payment methods for split families

When splitting families, the payment methods are automatically split as well

Able to capture the reason a lead doesn't want to enroll

Added a column to show when payments failed

Reports now merge custom fields and custom post fields if they have the same name

Able to remove resources from lesson plans

Creating new chats is now better at finding old chats with the same participants

Fixed filling out paperwork on mobile if you switched between schools

Fixed sorting on the classroom ratio report

SMS and Email Notifications on CRM — get alerted when a new message comes in

Better inputs — text fields are now more clear throughout the website with icons showing what the field is for

Calendar on mobile web now better supports tablet users

Age now shows underneath birthday on the leads table

Scheduled hours report now shows totals

Download roster now downloads a cleaner roster

Staff schedules screen is has a new, sleeker look

Added a custom values section on settings to save site level info

Blank attendance reports have custom fields

Better error messaging as you are progressing through payroll flow

Mobile calendar now shows empty months when no events are scheduled

Can now opt leads into SMS during lead creation

Billing items imports now allows school names or school Ids for import

Drop-in booking spots now become available if a student is marked absent

Lesson activity search should be much less jumpy

Show inactive sites only shows if there are inactive sites

Fee approvals table now only shows one loading spinner

Custom fields always pull on enrollment cards

Color picker for classrooms no longer covers the edit button

SVG file uploads now properly download

Billing search empty states have been fixed