Marketing & CRM

• Calendar bookings now show lead and student details directly in event titles and descriptions to add additional clarity to automated email reminders and follow-ups.

• Admins can now manage program-to-phone and email connections from one place in CRM settings, with search and filtering for faster setup.

• Meeting reminder emails now support italic formatting, making messages clearer and more polished.

• Calls can now be placed directly from the CRM conversations call panel using the same flow as lead profiles.

Billing & Finances

• Late payment fee rules can now be configured, and admins can review, approve, or forgive late fees when families miss payment deadlines.

Payroll & HR

• A dedicated Payroll Taxes section now provides access to tax documents and tax transactions with filtering for faster lookup.

• Fixed payroll items that previously showed “Unknown” status so processing and retry statuses now display correctly.

Enrollment & Paperwork

• Enrollment now supports “Required after application” paperwork, allowing programs to request additional forms later in the enrollment process.

• Fixed an issue where document signing dates did not auto-fill correctly when signatures were added.

Platform, Integrations & Admin

• Multi-location organizations can now centrally control immunization schedules from the enterprise dashboard.