This week we released conditional logic for your lead forms to streamline pre-enrollment and so your prospective families are only being asked for relevant information. We also refreshed the screen to create new invoices, introducing more clarity and fewer steps to create an invoice. In addition, close to a dozen improvements and fixes were put out to continue making your Playground experience better.

Releases

• Conditional forms on CRM — use conditional logic for your lead forms

• Faster payment creation — charging families got a new look, making it clearer and easier

Improvements

• Able to upload staff pins via roster

• Camp enrollment exports now have counts by classroom

• Overhauled graduating, dropping, marking inactive, and transferring students to other programs

• Able to change classroom for a drop-in

• Alerting when trying to navigate with unsaved changes on most pages

• View previous calendar events on mobile

• Feed post templates can now have attachments

• CRM: Search and filter templated emails and messages

Fixes

• Transactions tables have been sped up throughout the website

• Lesson plan approval emails now send out correctly

• Tooltips on inactive student badge shows properly

• Mobile web no longer overflows on the parent portal

Releases

• New reports screen — Search & Find the reports you need, quickly

Improvements

• Able edit time off requests as an admin

• New setting that allows staff hours to be rounded to the nearest 15 minutes

• Added a staff time off report

• Lesson plan overview now shows much more information

• Lesson plan creation got an overhaul to make it easier to create weekly lesson plans

• When charging a card on file, now shows if it’s the card used for autopay or used in the application

• Transactions tables have been overhauled and dramatically improved

• Refund modal has a new look with more information

• CRM: Changes save faster now

Fixes

• Drop-in care can no longer be booked if the school is marked as closed for the day

• Edit note now keeps settings for visibility

• Error messages are now more helpful when creating forms with conditionals

This week we focused on fixing small paper cuts and addressing general quality of life improvements like being able to track who initiated enrollments / un-enrollments from programs and making it faster to extend student billing plans.

Improvements

• Extending billing plans should now be much faster with smart defaults

• Added helper text for running billing reports

• Able to swap out PDFs with new PDFs for paperwork

• Program enrollments and un-enrollments now track who initiated them

• Added attendance check-in question report

• Lesson activity sidebar got a new look

• CRM: Able to delete and duplicate meeting types and availabilities

Fixes

• No longer able to create blank meal items

• Staff reports filter down to only active staff, when relevant

• CRM: no longer able to enroll leads into deleted automations

This week we released a brand new screen to charge students in bulk, to make it even easier to pull multiple payment methods at the same time. We've also beautified the lesson plans page (and printable version) while also introducing the ability to export leads from your CRM. You can also enjoy nearly a dozen more improvements and fixes as well.

Releases

• Brand new bulk charge students screen

• Print options for lesson plans — make beautiful lesson plan printouts for your classrooms

• CRM lead exporting

Improvements

• State integration now confirms if you try to leave

• Able to regenerate staff paperwork

• Total staff payroll report now includes staff custom fields

• CRM: Able to filter leads for automations

• CRM: Camber is now supported in creating email templates, quickly generate your first emails

• CRM: Form fill previews now show in lead activity

• CRM: Create email and SMS templates directly in automations

Fixes

• Fixed split family autopay tags on student billing page

• Fixed application fee text on enrollment while previewing

• Greatly improved finding old chats so you do not create duplicates

• Links now work in pdf previews