Marketing & CRM

• CRM SMS messages can now be scheduled in advance, with support for reviewing, editing, or canceling scheduled sends before delivery.

• CRM admins can now merge duplicate leads, choose which information to keep, and preserve related activity on the surviving lead.

• The CRM booking calendar is now located under Meetings → Bookings, making booking schedules easier to find alongside related meeting views.

• Meeting booking confirmations can now use saved email templates for more consistent communication.

• CRM task lists can now be filtered by assigned program.

• CRM users can preview lead details directly from the board view without leaving their workflow.

• CRM users are now warned before saving lead view changes that could affect scheduled sends.

• Fixed an issue where CRM setup generated incorrect booking and embed links.

• Users can now create private CRM views even when shared views are disabled.

• Deleted CRM dropdown values are now properly removed from records instead of displaying raw IDs.

Billing & Finances

• Bimonthly billing is now supported in the new billing experience, allowing programs to bill twice per month with separate post and due dates for each cycle. This includes support for related invoice timing, service-date ranges, autopay schedules, and installment plans.

• Subsidy teams can now bulk assign vouchers for flat-rate subsidies.

• When autopay is removed because a payment method is disabled, admins can now see who made the payment-setting change.

Payroll & HR

• Hourly PTO policies now support accrual caps, allowing programs to stop accruals once an employee reaches a configured limit.

• Payroll teams can now configure a staff-hours close date that locks timesheets and absences before a selected date.

Enrollment & Paperwork

• The setup experience for new programs has been redesigned as a guided wizard that adapts for both migrations and brand-new implementations.

• Staff with the appropriate permissions can now add and edit student paperwork hidden from families without requiring admin access.

• Enterprise paperwork forms can now be duplicated, including optional shared programs and recipients.

• Enterprise paperwork now makes it easier to see which programs a form is shared with and navigate directly to the program-specific view.

• The document and form expiration confirmation modal now only appears when there are saved expiration settings that require action.

Attendance & Ratios

• Geofencing is now 4–8x faster and enforces a minimum radius of 75 meters for more reliable operation during drop-off and pick-up.

• Contactless sign-in can now be completed without requiring a guardian geofence check.

• Parent check-in no longer asks families to select a classroom.

Family Communication

• Family and staff history now records when guardians are added or removed, providing a more complete audit trail.

Platform, Integrations & Admin

• Fixed the setup flow so booking and embed links are generated correctly.

• Deleted dropdown values are now cleared properly from records.