Marketing & CRM

• Staff can now send chat messages in bulk to selected families or classrooms, making program-wide and classroom communication much faster.

  

• CRM booking pages and lead forms now support custom and white-label logos for a more branded family experience.

• CRM onboarding has been redesigned with a clearer setup flow that returns users to the checklist after phone setup, reducing first-time configuration confusion.

• CRM tour booking now supports configurable start-time increments, allowing programs to offer options like 15 or 30-minute start times.

  

• CRM meeting outcomes can now record which team member hosted the meeting, and booking history can display that information for easier follow-up.

• Long emails, SMS messages, and notes in CRM activity timelines now collapse by default, making conversations easier to scan.

• CRM agents now display which phone number they’re connected to, including the associated program for multi-program organizations.

• CRM email preferences now default guardians to receiving email unless they opt out, while continuing to respect unsubscribe preferences for bulk and automated emails.

• Fixed CRM automations using student-based conditions so multi-child leads now trigger correctly when any matching student qualifies.

• Fixed CRM forms so stage fields no longer appear as empty dropdowns.

Billing & Finances

• Billing cycle settings now have a dedicated management experience with presets, custom schedules, and calendar previews for weekly, monthly, and bimonthly billing.

• Programs can now disable billing frequencies they don’t use, preventing staff from assigning inactive billing schedules.

• A new Grouped Subsidy Summary report helps finance teams review expected, received, copay, waived, and charged amounts by voucher or by student and agency.

• Billing period summary PDFs now include billing plan status, making it easier to identify students with missing or ending billing plans.

• Editing subsidy rate accounting codes is now clearer and better explains how changes affect future voucher assignments.

• Fixed invoice settings incorrectly showing unsaved changes after loading.

• Fixed negative currency values in exported CSV reports so spreadsheets correctly recognize them as numbers.

Enrollment & Paperwork

• Staff paperwork can now be marked as optional, and optional documents no longer contribute to unfinished paperwork badges.

• Paperwork reminder settings now support program-specific recipient emails, allowing expiration reminders to reach the right contacts.

• Fixed guardian lesson plan visibility so families only see plans for their children’s classrooms.

Reporting & Insights

• Report Finder helps teams migrate reporting by uploading a report from another system and automatically matching it to the closest Playground report, suggesting a custom report, or recommending a new report request.

• Custom reports can now include guardian invite status, making it easier to track family onboarding.

• The enterprise activation report now distinguishes offline and online credit activity, providing better insight into payment adoption.

Platform, Integrations & Admin

• Feed post filters now support selecting up to 30 post types, making large feed searches easier to refine.

• The API now supports additional single-record lookups, unified payment retrieval, and subsidy agency access for integrations.