Marketing & CRM

• The API can now create CRM bookings, allowing partners to schedule meetings directly while enforcing the same required form questions used on the booking page.

• CRM meeting follow-up tasks can now be set to business days only, helping teams avoid weekend due dates for tour and call follow-ups.

• Scheduling a CRM meeting from a lead now has a searchable meeting-type picker, making it easier for multi-site teams to find the right tour or call type.

• CRM bookings can now show an optional lead-stage column, adding stage context to upcoming and past booking views and exports.

• Duplicate email entries no longer appear in CRM lead activity when the same email is synced through multiple connected mailboxes.

• CRM meeting scheduling now clears a previously selected time when changing to a meeting type where that time isn’t valid.

• CRM Conversations now stay on the current page when lead changes or calls/texts are dismissed instead of jumping back to page 1.

Billing & Finances

• Biweekly billing now has its own setup and service-date controls, so schools can configure it separately from weekly billing with clearer first-cycle date options.

• Subsidy deposit entry no longer blocks service start dates because of closed-books rules, while still enforcing the deposit date.

• The billing assistant now reuses recent billing figures and provides clearer balance explanations for charges, credits, and payments.

Enrollment & Paperwork

• Staff fillable PDFs now support connected fields, allowing fields to be prefilled from staff profile information, custom fields, and staff form answers.

Reporting & Insights

• Date custom fields now sort chronologically instead of alphabetically in reports.

• Attendance and staff-signature reports now keep a child’s full day together when classroom filtering is used, even when check-in and checkout happen in different rooms.

Family Communication

• Admins can now see SMS history for staff communications, including delivery status and message segment usage, alongside email history on staff profiles.

Learning & Assessment

• Enterprise lesson plans are now available in beta, allowing organizations to centrally create and share curriculum with selected centers and classrooms. Centers can also save reusable plans back to the organization catalog. Available by request through Support or your Account Manager; mobile support is coming next release.

• Lesson planning settings now include lesson categories, and enterprise lesson activities can use organization-level units, tags, and categories.

• Lesson plans and lesson activities now have clearer center-vs-organization source filtering, making it easier to see where shared content came from.

• Observation post rating scales can now be customized, with saved ratings appearing in feed milestone rows. Mobile support is coming next release.