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.

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?

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?

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?

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