Changelog

Dec 1, 2025

Lead Management & Staff Editing Time-Off

Lead Management & Staff Editing Time-Off

v592

2 Releases

14 Improvements

2 Fixes

Marketing & CRM

  • Multiple leads can now be selected from the Leads table and updated to a new stage in bulk, saving time when managing leads.

Bulk lead management
  • Prevented an issue where CRM lead activity could show a date earlier than the lead’s creation.

  • Added a loading state to the CRM conversations sidebar to prevent layout shifting while data loads.

Billing & Finances

  • Added an option to delete all unposted installments from a billing plan, making cleanup and plan changes easier.

Delete installment
  • The account code name now appears in the “Pays for” column on the Payouts page, improving financial clarity.

  • Guardians’ names can now be selected to appear on generated statements, helping statements feel more personal and clear.

  • When deleting debits, the current status of each charge (e.g. overdue, coming due, paid) is now shown for better confirmation.

Payroll & HR

  • Staff can now upload a staff roster without inviting staff, allowing setup before onboarding.

  • Staff information (name, email, phone) is now visible regardless of payroll status, improving record consistency.

Enrollment & Paperwork

  • Allergy, medication, and condition fields are now optional in the student form template, giving programs more flexibility in how they collect information.

Attendance & Ratios

  • Staff can now view pending and completed time off requests in the mobile app, and edit or cancel pending requests, giving them full visibility and control over their time off.

PTO requests
  • Added Virginia integration support for KinderConnect to submit attendance data for subsidy.

  • Added a table view to the Staff tab on the Schedules page, making schedules easier to scan and manage.

Food Program (CACFP)

  • Added support for enabling the My Food Program integration directly from General Settings, simplifying setup.

Learning & Assessment

  • Updated the mobile lesson plan layout to be more intuitive and easier to use during the day.

Reporting & Insights

  • The Notes report now includes a “Note creator” column to clearly show who authored each note.

  • Added an Author column to the Student Classroom Transitions report to show who transitioned a student.

Marketing & CRM

  • Multiple leads can now be selected from the Leads table and updated to a new stage in bulk, saving time when managing leads.

Bulk lead management
  • Prevented an issue where CRM lead activity could show a date earlier than the lead’s creation.

  • Added a loading state to the CRM conversations sidebar to prevent layout shifting while data loads.

Billing & Finances

  • Added an option to delete all unposted installments from a billing plan, making cleanup and plan changes easier.

Delete installment
  • The account code name now appears in the “Pays for” column on the Payouts page, improving financial clarity.

  • Guardians’ names can now be selected to appear on generated statements, helping statements feel more personal and clear.

  • When deleting debits, the current status of each charge (e.g. overdue, coming due, paid) is now shown for better confirmation.

Payroll & HR

  • Staff can now upload a staff roster without inviting staff, allowing setup before onboarding.

  • Staff information (name, email, phone) is now visible regardless of payroll status, improving record consistency.

Enrollment & Paperwork

  • Allergy, medication, and condition fields are now optional in the student form template, giving programs more flexibility in how they collect information.

Attendance & Ratios

  • Staff can now view pending and completed time off requests in the mobile app, and edit or cancel pending requests, giving them full visibility and control over their time off.

PTO requests
  • Added Virginia integration support for KinderConnect to submit attendance data for subsidy.

  • Added a table view to the Staff tab on the Schedules page, making schedules easier to scan and manage.

Food Program (CACFP)

  • Added support for enabling the My Food Program integration directly from General Settings, simplifying setup.

Learning & Assessment

  • Updated the mobile lesson plan layout to be more intuitive and easier to use during the day.

Reporting & Insights

  • The Notes report now includes a “Note creator” column to clearly show who authored each note.

  • Added an Author column to the Student Classroom Transitions report to show who transitioned a student.

Marketing & CRM

  • Multiple leads can now be selected from the Leads table and updated to a new stage in bulk, saving time when managing leads.

Bulk lead management
  • Prevented an issue where CRM lead activity could show a date earlier than the lead’s creation.

  • Added a loading state to the CRM conversations sidebar to prevent layout shifting while data loads.

Billing & Finances

  • Added an option to delete all unposted installments from a billing plan, making cleanup and plan changes easier.

Delete installment
  • The account code name now appears in the “Pays for” column on the Payouts page, improving financial clarity.

  • Guardians’ names can now be selected to appear on generated statements, helping statements feel more personal and clear.

  • When deleting debits, the current status of each charge (e.g. overdue, coming due, paid) is now shown for better confirmation.

Payroll & HR

  • Staff can now upload a staff roster without inviting staff, allowing setup before onboarding.

  • Staff information (name, email, phone) is now visible regardless of payroll status, improving record consistency.

Enrollment & Paperwork

  • Allergy, medication, and condition fields are now optional in the student form template, giving programs more flexibility in how they collect information.

Attendance & Ratios

  • Staff can now view pending and completed time off requests in the mobile app, and edit or cancel pending requests, giving them full visibility and control over their time off.

PTO requests
  • Added Virginia integration support for KinderConnect to submit attendance data for subsidy.

  • Added a table view to the Staff tab on the Schedules page, making schedules easier to scan and manage.

Food Program (CACFP)

  • Added support for enabling the My Food Program integration directly from General Settings, simplifying setup.

Learning & Assessment

  • Updated the mobile lesson plan layout to be more intuitive and easier to use during the day.

Reporting & Insights

  • The Notes report now includes a “Note creator” column to clearly show who authored each note.

  • Added an Author column to the Student Classroom Transitions report to show who transitioned a student.