Table of Contents

Changelog

Better Lead Organization & More Bi-Monthly Billing Support

Better Lead Organization & More Bi-Monthly Billing Support

Published

Mobile Version

612

In This Update

3 Releases

12 Improvements

7 Fixes

Mobile Version

612

3 Releases

12 Improvements

7 Fixes

Marketing & CRM

  • CRM admins can now group and reorder Lead, Guardian, Student, and Program properties, making lead profiles easier to organize around each team’s workflow.

  • Leads Kanban boards can now be grouped by stage, date buckets, assigned program, or custom properties, giving teams more flexible ways to visualize and manage their pipeline.

  • Camber Coaching is now available from CRM agent conversation transcripts, helping teams review AI interactions, ask follow-up questions, and apply suggested prompt improvements.

  • CRM leads now include a L∞¢ Booked field, making it easier to identify leads that have stalled after scheduling.

  • CRM automation wait steps can now skip weekends for day-based delays, helping follow-up sequences land on business days.

  • Fixed CRM meeting reminder updates so changes now apply to meetings that were already booked.

  • Fixed a crash when deleting the last step in a CRM automation.

  • CRM lead forms and tour booking pages no longer block legitimate users when reCAPTCHA scoring fails while still maintaining verification behind the scenes.

  • Fixed CRM automation task cleanup so only tasks created by that automation are removed, preventing unrelated tasks from being deleted.

Billing & Finances

  • Bimonthly billing is now available throughout onboarding and billing settings as a standard billing frequency.

  • A new Daily Absolute Hours overage fee lets programs automatically charge when a student exceeds a fixed number of attended hours in a day, regardless of arrival time.

  • Enterprise Revenue Summary reports can now be generated as a single combined report across selected programs instead of separate sections for each program.

Payroll & HR

  • Fixed child support deductions so an employee SSN is now required before saving, preventing payroll processing errors.

Enrollment & Paperwork

  • Fillable paperwork now supports adopting initials, allowing guardians to enter their initials once and automatically apply them throughout the document.

  • Staff can now unshare assigned paperwork directly from student and staff profiles.

  • Program-level users can now open a read-only sharing view for enterprise-managed paperwork, making it easy to see which programs have access while keeping sharing controls centralized.

  • Staff and admin paperwork submissions can now send admin notification emails when notifications are enabled, matching the existing guardian submission workflow.

Family Communication

  • Enterprise chat now includes an All Chats view for a selected program, allowing admins with the appropriate permissions to review all conversations instead of only their own or unread messages.

  • Fixed dynamic family chats so staff who are temporarily transitioned into a student’s classroom are automatically included in conversations and receive notifications.

Health & Compliance

  • The Coming Due Immunizations report now includes an Earliest Due column, providing clearer visibility into upcoming immunization deadlines.

Platform, Integrations & Admin

  • Staff can now be tagged directly from an individual enterprise staff row, making one-off staff tagging much faster.

  • Fixed Windows keyboard shortcuts and modifier-click behavior, including Ctrl+K search, Ctrl+Enter post submission, and Ctrl+click to open records in a new tab.

Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education
Illustration of a child care classroom with bookshelves, a slide, and a teddy bear

Book a demo and simplify every corner of your business.

First, tell us about yourself. What type of program do you run?

Great! What's the best way we can contact you?

  • Gan Sinai Early Learning Center of Temple Siniai
  • Yakima Valley Memorial
  • Child Development Consortium of Los Angeles
  • St. John Lutheran Church
  • The Weston School Early Childhood Education