Marketing & CRM

• Admins can now connect Google, Outlook, and iCloud calendars to CRM availability so meetings sync automatically and conflicts are detected to prevent double-booking. When enabled, booked meetings are automatically added to the admin’s calendar, and admins can choose which calendars are checked for conflicts. Conflicting time slots are blocked from public booking, but admins can still override conflicts when booking directly from a lead’s profile. This can be set up in just a few seconds under CRM Settings → Connections. We've created a help article with step-by-step instructions here.

• CRM leads now include an Expected annual tuition field to better understand the potential value of each lead.

• CRM email templates now support rich text formatting (bold, underline, etc.), making outreach clearer and more effective for folks that want to add a bit more styling to their simple templates.

• Tasks can now be created as part of CRM meeting reminders, helping ensure follow-ups happen both before and after meetings. Folks no longer have to manually create a meeting reminder task because of this new automation!

• The CRM availability and meeting type page has been refreshed to better match the rest of the platform.

Billing & Finances

• Billing setup has been fully redesigned with a new wizard that replaces the original setup flow, including a full billing cycle preview to clearly explain service dates, post dates, and due dates. This should make it much easier for new providers to configure their billing settings on their own!

• When issuing a refund, admins can now choose whether the family should owe the amount again or have the balance cleared, giving more control over billing outcomes and eliminating any manual action that needs to be taken.

• The Revenue Summary report now shows account codes and optional account names for clearer financial review.

Payroll & HR

• Benefits, Deductions, and Garnishments tables now include active, inactive, and all filters, making it easier to manage staff payroll details, especially for larger programs.

Enrollment & Paperwork

• The Overdue Immunizations report can now be filtered to only show active students, helping programs focus on what requires immediate action.

Family Communication

• Custom posts can now be marked as staff-only, giving programs more control over internal communication. This is great if there is specific documentation that needs to happen but should not be family facing.

Platform, Integrations & Admin

• The mobile login screen has been updated to match the login screen on web for a more consistent and refreshed updated experience.