Improved Texting, Phone Block List, & Bulk Cash Payments

Marketing & CRM

• CRM text messages now appear in a conversation-style view, making it easier to follow complete SMS threads with families and leads.

  

• CRM now supports a phone block list so teams can block unwanted numbers from conversations or settings, preventing future calls and texts from those numbers.

• Embedded CRM forms and booking pages can now carry marketing details and prefill fields from website links, reducing duplicate entry and improving attribution.

• Domain verification records can now be downloaded as a clean text file to share with website or IT teams.

• CRM booking and confirmation emails are now more resilient when connected email providers reject sends.

• Calendar permissions are now detected more accurately after connecting email accounts, reducing calendar access issues.

• CRM global search navigation now responds reliably when pressing Enter.

Billing & Finances

• Subsidy management has been expanded with bulk subsidy-rate uploads, clearer partial-match results, copays shown throughout voucher billing plans, and split-family copay assignment support.

• Cash payments can now be marked as deposited in bulk, and the deposits report now includes both cash and check deposits.

• Billing plans now support assigning different charges within the same plan to different guardian groups, improving split-family billing workflows.

• Offline-payment programs can now send overdue payment reminder emails.

• Enterprise admins can now merge matching discounts to clean up duplicate discount records.

Enrollment & Paperwork

• Rejected paperwork can now be edited and resubmitted immediately by guardians or staff without requiring admins to reopen the submission.

• Form response CSV downloads now use clearer column headers.

• Valid one-character email addresses are now accepted.

Family Communication

• Enterprise admins can now copy newsletters to other programs, speeding up multi-program communication.