Enterprise Lesson Plans for Everyone, Shared Enterprise Templates, & Autopay Summary Emails

Marketing & CRM

• Enterprise admins can now share email and SMS templates with all sites or selected centers, and center users only see the templates shared with them.

• Admins can now create and assign CRM tasks from mobile, making lead follow-up easier away from a desk. This is coming in the next mobile release.

• Schools running many tours can now record outcomes for multiple past meetings at once, reducing repetitive follow-up work.

• CRM phone settings now support applying call recording preferences across all phone numbers at once, which helps enterprises with many numbers.

• The CRM dialer now recovers from connection drops without staff needing to reload before making calls.

• CRM email no longer sends through a mailbox whose email service was disconnected, so replies don’t go to an address Playground can’t read.

• CRM meeting calendars are no longer invited to their own booking events, so extra calendar copies no longer block available group tour slots.

Billing & Finances

• Billing teams can now receive an autopay summary email with a PDF after each run, showing charges, skips, and statuses in one place.

• The Overdue Debits report now has an Active Students option, so teams can focus totals on currently active students.

• Split-family autopay receipts now go to a guardian in the paying group instead of the account email.

Payroll & HR

• Payroll teams now have a Staff Notes report for printing or exporting staff profile notes by staff status or individual staff member.

• Staff roster imports now support a Start Date column, making it easier to bulk-populate payroll start dates.

• Payroll earnings now show a clear error when a center’s hours can’t be loaded, reducing the risk of approving earnings with missing data.

Enrollment & Paperwork

• Fillable PDFs now include a Next field button that jumps to the next field needing attention, making long paperwork easier for families to complete.

• School document uploads now handle PDFs with unnamed or duplicate form fields, preventing failed uploads.

Reporting & Insights

• Dynamic reporting drilldowns can now be exported to CSV, so teams can work from drilldown data without rerunning the report.

Learning & Assessment

• Enterprise lesson plans are now available to everyone, giving centers access to enterprise-shared planning workflows. Mobile support is coming next release.

• Lesson planning now supports selecting multiple activities at once, with selections kept across search and filters.

Platform, Integrations & Admin

• The API now returns enrollment application status history, so integrations can see every application status change instead of only the latest accepted date.