Marketing & CRM

• CRM calendar invites now include guardians and additional recipients as guests, so everyone stays synced when meetings are rescheduled or canceled.

• CRM meeting types can now automatically move leads to different stages when a meeting is booked, canceled, completed, or marked as a no-show.

• CRM calls now recognize enrolled families by phone number, showing family context in call lists and details and making it easier to separate family calls from prospective leads.

• CRM calls that end in voicemail or no answer now create callback suggested tasks for both inbound and outbound calls, helping teams follow up consistently.

• Outbound CRM calls now ring like normal phone calls and connect leads immediately when they answer, eliminating hold music and delayed audio.

• Fixed CRM event bookings, reschedules, and cancellations for leads without email addresses so they can complete successfully without email delivery errors.

• Fixed the CRM Last Meeting Booked date so it reflects when the meeting is scheduled to occur rather than when the booking was created.

Billing & Finances

• Admins can now disable ACH for an individual family without turning it off for the entire program. Existing bank payment methods are removed when ACH is disabled for that family.

• Grouped subsidy summaries now include agency subtotals, and subsidy deposit tables now show deposit numbers.

• The payouts summary now shows the total paid out for the currently filtered rows, keeping the summary aligned with the data being viewed.

Payroll & HR

• Payroll approval now includes an optional step to close staff hours through the payroll period end date, allowing teams to finish payroll and lock timesheets in one workflow.

• The staff time-off request modal now shows current policy balance, requested hours, and remaining balance so reviewers can understand the PTO impact before approving a request.

• Staff profile History now records when a staff member is added, including staff created through roster uploads.

Enrollment & Paperwork

• Mobile paperwork now includes Available and Past filters, making it easier to separate active paperwork from older submissions.

Attendance & Operations

• Teachers starting name-to-face checks now see their current classroom pinned at the top of the picker, with a clearer confirmation step before continuing.

Family Communication

• Newsletters now support file attachments across upload, saved drafts, test sends, and live sends.

• Calendars now support annually repeating events on web and mobile.

• Fixed announcement recipient details so the modal correctly shows how an announcement will be sent, such as by push notification, email, or SMS.

• Fixed enterprise chat notifications that could remain uncleared when an unread chat was archived and hidden from the inbox.

Reporting & Insights

• A new Forecast FTE Enrollment report shows weekday FTE totals by classroom, with program totals included for multi-program exports.

Platform, Integrations & Admin

• The API now supports retrieving student and staff check-in records across date ranges, giving integrations direct access to raw attendance and staff clock-punch data.