Marketing & CRM

• CRM scheduling now includes a complete cancel and reschedule experience, with updated invites and links automatically sent to families, support for rescheduling past meetings, and automation triggers for rescheduled bookings.

• CRM meeting types now have a dedicated details experience with booking insights, giving teams a clearer view into meeting activity and performance.

  

• CRM voice and chat agents now support conversation history and feedback tools so teams can review interactions and improve agent behavior over time.

  

• CRM emails now include unsubscribe support and respect recipient opt-out preferences across bulk emails, automations, and meeting reminders.

• CRM tasks can now be completed or reassigned in bulk, speeding up task management for high-volume teams.

  

• CRM SMS automations now support more granular trigger filters, and SMS templates now have a clearer detail experience.

• CRM calendars can now use a specific connected sub-calendar for meeting availability, helping bookings land on the correct calendar.

• CRM Centers now shows active programs by default, with options to view inactive or deleted programs when needed.

• Connected email setup now provides clearer guidance when an account cannot send mail and prevents disconnecting accounts still used for CRM sending.

• CRM domain setup now includes clearer status indicators, editable sender details, and safeguards before sending from unverified domains.

• CRM SMS automations now skip sends when texting is disabled instead of failing entirely.

• CRM lead phone validation now prevents sender numbers from being saved as guardian numbers, reducing SMS delivery issues.

• Meeting types can now be saved even when booking limits were stored in an older format.

• Email templates no longer fail when saving or sending complex styled designs.

Billing & Finances

• Payment permissions are now more granular. Admins now have control over who can view, create, edit, or delete payment-related records and set up roles with each of these separate actions.

• The mobile expenses flow has been refreshed, making it easier to manage expenses, receipts, memos, and card status while on the go.

Enrollment & Paperwork

• Admins now receive duplicate warnings when creating or transferring students, helping prevent accidental duplicate records.

Attendance & Ratios

• The mobile absence flow has been refreshed, making absence submission faster and easier for staff.

Food Program (CACFP)

• KidKare integration now supports student mapping, export previews and edits, and clearer export feedback for a more consistent workflow.

Family Communication

• Feed photos now preserve their selected upload order.

Learning & Assessment

• Lesson planning no longer gets stuck loading when no lesson plans exist.